Wagner Wealth Management, LLC has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $295 Million distributed in 241 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Tr ETF Viii Tcw Unconstr with a value of $50.7M, Ft Cboe Vest S&P 500 Dividend with a value of $25.6M, J P Morgan Exchange Traded Fd with a value of $25.6M, J P Morgan Exchange Traded Fd with a value of $20.3M, and J P Morgan Exchange Traded Fd with a value of $19.8M.

Examining the 13F form we can see an increase of $11.2M in the current position value, from $284M to 295M.

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.

Portfolio value $295 Million
ETFs: $212 Million
Financial Services: $19.3 Million
Technology: $16.8 Million
Communication Services: $6.92 Million
Consumer Cyclical: $4.45 Million
Consumer Defensive: $3.12 Million
Healthcare: $2.66 Million
Utilities: $2.29 Million
Other: $2.52 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 241
  • Current Value $295 Million
  • Prior Value $284 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 28, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 21 stocks
  • Additional Purchases 127 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
Track This Portfolio

Track Wagner Wealth Management, LLC Portfolio

Follow Wagner Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wagner Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wagner Wealth Management, LLC with notifications on news.