Wagner Wealth Management, LLC Portfolio Holdings

Wagner Wealth Management, LLC has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $311 Million distributed in 243 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 $54.9M, Ft Cboe Vest S&P 500 Dividend with a value of $29.9M, J P Morgan Exchange Traded Fd with a value of $29.2M, J P Morgan Exchange Traded Fd with a value of $21.8M, and J P Morgan Exchange Traded Fd with a value of $20.4M.

Examining the 13F form we can see an increase of $15.8M in the current position value, from $295M to 311M. Also it can be appreciated an additional of 12 stocks purchases and 1 closed positions.

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.