Wmg Financial Advisors, LLC Purchases and Sells in Q2 2025

Wmg Financial Advisors, LLC

$246 Million
Q2 2025

Top Buys

Incresed Positions

73 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVUS	19.4K + 3.97%	$81.38 - $100.82 $1.58M - $1.96M	508K $51.3M
AVUV	12.8K + 4.39%	$75.17 - $91.21 $964K - $1.17M	305K $27.8M
AVDE	4.84K + 2.23%	$59.32 - $74.36 $287K - $360K	222K $16.5M
NVDA	761 + 2.02%	$94.31 - $157.99 $71.8K - $120K	38.4K $6.06M
SPY	2.27K + 75.66%	$496.48 - $617.85 $1.13M - $1.4M	5.26K $3.25M
AVEM	3.7K + 3.46%	$53.08 - $68.54 $196K - $254K	111K $7.58M

New Holdings

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPMO	4.4K New	$82.32 - $112.47 $362K - $494K	4.4K $494K
BIZD	27.4K New	$13.96 - $16.51 $382K - $452K	27.4K $445K
XLU	4.25K New	$73.09 - $82.77 $311K - $352K	4.25K $347K
RSP	1.59K New	$152.93 - $181.74 $244K - $290K	1.59K $289K
LQD	2.32K New	$105.23 - $109.61 $244K - $254K	2.32K $253K
PPA	1.7K New	$105.2 - $141.69 $179K - $241K	1.7K $240K

Top Sells

Reduced Positions

60 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VZ	-2.91K - 14.36%	$41.67 - $45.62 $121K - $133K	17.3K $749K
LLY	-87 - 9.07%	$713.71 - $898.95 $62.1K - $78.2K	872 $679K
FIXD	-2.48K - 15.21%	$42.72 - $44.24 $106K - $110K	13.8K $606K
FBT	-409 - 12.38%	$145.67 - $165.99 $59.6K - $67.9K	2.9K $467K
IUSV	-1.28K - 11.52%	$81.46 - $94.63 $105K - $122K	9.87K $933K
XOM	-8 - 0.1%	$99.93 - $119.04 $799 - $952	8.23K $887K

Activity Summary All Purchases 98 New Holdings 25 Increased Positions 73 All Sells 60 Reductions 60 Sold out 0 Calls 0 Puts 0

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