Wmg Financial Advisors, LLC Purchases and Sells in Q1 2025

Wmg Financial Advisors, LLC

$214 Million
Q1 2025

Top Buys

Incresed Positions

65 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVDE	8.73K + 4.18%	$60.63 - $68.55 $529K - $598K	218K $14.4M
AVDV	4.34K + 4.58%	$63.74 - $71.96 $277K - $313K	99.3K $6.92M
AMLP	10.4K + 64.91%	$48.65 - $53.06 $507K - $553K	26.5K $1.38M
BND	6.76K + 12.87%	$71.17 - $73.66 $481K - $498K	59.3K $4.35M
AVEM	3.63K + 3.52%	$57.11 - $62.4 $207K - $227K	107K $6.43M
AVRE	5.4K + 5.88%	$40.62 - $44.31 $219K - $239K	97.3K $4.18M

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
OSTK	18.5K New	N/A	18.5K $471K
ORCL	2.68K New	$139.81 - $186.47 $374K - $499K	2.68K $374K
SHYG	6.27K New	$42.38 - $43.28 $266K - $272K	6.27K $266K
PM	1.64K New	$117.15 - $158.79 $192K - $261K	1.64K $260K
JMST	5K New	$50.72 - $50.92 $254K - $255K	5K $254K
QDPL	6.74K New	$36.5 - $40.04 $246K - $270K	6.74K $246K

Top Sells

Reduced Positions

64 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVGO	-299 - 3.55%	$167.43 - $244.7 $50.1K - $73.2K	8.12K $1.36M
XLE	-6.83K - 65.6%	$85.7 - $93.96 $585K - $641K	3.58K $334K
SO	-7.56K - 50.71%	$80.96 - $92.96 $612K - $703K	7.35K $676K
UPST	-2.05K - 9.66%	$46.03 - $88.77 $94.4K - $182K	19.2K $882K
QQQ	-394 - 8.92%	$468.34 - $539.52 $185K - $213K	4.02K $1.89M
SPHD	-6K - 39.73%	$47.08 - $50.67 $282K - $304K	9.1K $457K

Activity Summary All Purchases 78 New Holdings 13 Increased Positions 65 All Sells 64 Reductions 64 Sold out 0 Calls 0 Puts 0

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