Wagner Wealth Management, LLC Portfolio Holdings
Wagner Wealth Management, LLC
- $295 Million
- Q4 2024
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.
Stock Holdings Table Market Cap. of $200 Billions or more
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