Wmg Financial Advisors, LLC Purchases and Sells in Q3 2025

Wmg Financial Advisors, LLC

$273 Million
Q3 2025

Top Buys

Incresed Positions

58 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPMO	11.7K + 266.81%	$110.74 - $122.12 $1.3M - $1.43M	16.1K $1.95M
XLE	15.3K + 94.7%	$84.25 - $91.99 $1.29M - $1.41M	31.4K $2.81M
VGT	1.38K + 40.32%	$656.44 - $753.15 $905K - $1.04M	4.8K $3.58M
GLD	2.12K + 29.0%	$300.96 - $355.47 $639K - $754K	9.44K $3.36M
AVDV	434 + 0.43%	$79.24 - $89.03 $34.4K - $38.6K	102K $9.08M
BIZD	52.6K + 192.32%	$14.94 - $16.82 $786K - $885K	80K $1.19M

New Holdings

30 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWM	9.04K New	$214.92 - $244.84 $1.94M - $2.21M	9.04K $2.19M
BLOK	30.1K New	$56.05 - $67.13 $1.69M - $2.02M	30.1K $2.02M
XLF	10.1K New	$51.37 - $54.25 $521K - $550K	10.1K $546K
VOOV	1.75K New	$187.97 - $199.47 $329K - $349K	1.75K $349K
WTAI	11K New	$24.13 - $29.07 $264K - $318K	11K $312K
PALL	2.73K New	$99.79 - $117.24 $272K - $319K	2.73K $311K

Top Sells

Reduced Positions

90 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NIO	-438K - 92.22%	$3.41 - $7.62 $1.49M - $3.34M	36.9K $281K
IBM	-1.58K - 55.29%	$234.77 - $292.47 $372K - $463K	1.28K $361K
AVRE	-11.4K - 12.08%	$43.53 - $45.34 $496K - $517K	83K $3.69M
UPST	-2.65K - 14.32%	$50.8 - $84.13 $135K - $223K	15.9K $805K
SCHG	-8.91K - 33.77%	$28.92 - $32.19 $258K - $287K	17.5K $557K
JMST	-4K - 44.44%	$50.81 - $51.07 $203K - $204K	5K $255K

Activity Summary All Purchases 88 New Holdings 30 Increased Positions 58 All Sells 90 Reductions 90 Sold out 0 Calls 0 Puts 0

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