Wagner Wealth Management, LLC has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $302 Million distributed in 255 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ft Cboe Vest S&P 500 Dividend with a value of $30.4M, J P Morgan Exchange Traded Fd with a value of $30.4M, J P Morgan Exchange Traded Fd with a value of $23.4M, J P Morgan Exchange Traded Fd with a value of $22.9M, and First Tr ETF Viii Tcw Unconstr with a value of $20M.
Examining the 13F form we can see an decrease of $9.28M in the current position value, from $311M to 302M.
Wagner Wealth Management, LLC is based out at Greenville, SC
Below you can find more details about Wagner Wealth Management, LLC portfolio as well as his latest detailed transactions.