Wmg Financial Advisors, LLC Purchases in Q2 2025

Wmg Financial Advisors, LLC

  • $246 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVUS
American Centy ETF Tr Avantis

ETFs
19.4K
+ 3.97%
$81.38 - $100.82 $1.58M - $1.96M
508K $51.3M
AVUV
American Centy ETF Tr Avantis

ETFs
12.8K
+ 4.39%
$75.17 - $91.21 $964K - $1.17M
305K $27.8M
AVDE
American Centy ETF Tr Avantis

ETFs
4.84K
+ 2.23%
$59.32 - $74.36 $287K - $360K
222K $16.5M
NVDA
Nvidia Corp

Technology
761
+ 2.02%
$94.31 - $157.99 $71.8K - $120K
38.4K $6.06M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.27K
+ 75.66%
$496.48 - $617.85 $1.13M - $1.4M
5.26K $3.25M
AVEM
American Centy ETF Tr Avantis

ETFs
3.7K
+ 3.46%
$53.08 - $68.54 $196K - $254K
111K $7.58M
AVDV
American Centy ETF Tr Avantis

ETFs
2.28K
+ 2.29%
$61.76 - $79.32 $141K - $181K
102K $8.05M
XLE
Energy Sector Spdr

ETFs
12.6K
+ 350.66%
$76.44 - $94.13 $959K - $1.18M
16.1K $1.37M
AVGO
Broadcom Inc.

Technology
88
+ 1.08%
$146.29 - $275.65 $12.9K - $24.3K
8.21K $2.26M
OSTK
Overstock.Com, Inc

Consumer Cyclical
34.9K
+ 189.16%
N/A
53.4K $1.36M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
450
+ 9.51%
$456.74 - $568.03 $206K - $256K
5.18K $2.94M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
4.4K
New
$82.32 - $112.47 $362K - $494K
4.4K $494K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
10K
+ 92.12%
$45.3 - $50.64 $453K - $506K
20.8K $1.02M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
27.4K
New
$13.96 - $16.51 $382K - $452K
27.4K $445K
VGT
Vanguard Information Technolog

ETFs
37
+ 1.09%
$470.37 - $663.28 $17.4K - $24.5K
3.42K $2.27M
XLU
Utilities Sector Spdr

ETFs
4.25K
New
$73.09 - $82.77 $311K - $352K
4.25K $347K
PCT
Pure Cycle Technologies, Inc.

Industrials
10.3K
+ 35.78%
$5.57 - $14.12 $57.1K - $145K
38.9K $532K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.59K
New
$152.93 - $181.74 $244K - $290K
1.59K $289K
ORCL
Oracle Corp

Technology
314
+ 11.73%
$122.82 - $218.63 $38.6K - $68.6K
2.99K $653K
QTEC
First Trust Nasdaq 100 Technol

ETFs
15
+ 0.22%
$149.56 - $212.83 $2.24K - $3.19K
6.91K $1.47M
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.32K
New
$105.23 - $109.61 $244K - $254K
2.32K $253K
XLG
Invesco Exchange Traded Fd Tr

ETFs
297
+ 0.78%
$40.94 - $52.1 $12.2K - $15.5K
38.5K $2.01M
VTI
Vanguard Total Stock Market Et

ETFs
173
+ 2.63%
$243.75 - $303.93 $42.2K - $52.6K
6.75K $2.05M
PLTR
Palantir Technologies Inc.

Technology
503
+ 15.28%
$74.01 - $144.25 $37.2K - $72.6K
3.79K $517K
PPA
Invesco Exchange Traded Fd Tr

ETFs
1.7K
New
$105.2 - $141.69 $179K - $241K
1.7K $240K
IBLC
Ishares Tr Blockchain & Tech E

ETFs
5.99K
New
$21.9 - $39.27 $131K - $235K
5.99K $235K
WMT
Walmart Inc.

Consumer Defensive
75
+ 0.33%
$81.79 - $99.98 $6.13K - $7.5K
22.6K $2.21M
GS
Goldman Sachs Group Inc

Financial Services
325
New
$462.22 - $707.75 $150K - $230K
325 $230K
VBK
Vanguard Small Cap Growth ETF

ETFs
812
New
$219.76 - $276.94 $178K - $225K
812 $224K
INDA
Ishares Msci India Index Fund

ETFs
4.01K
New
$49.13 - $55.86 $197K - $224K
4.01K $222K
RTX
Raytheon Technologies Corp

Industrials
1.52K
New
$113.75 - $148.48 $173K - $226K
1.52K $222K
ISRG
Intuitive Surgical Inc

Healthcare
409
New
$451.58 - $565.94 $185K - $231K
409 $222K
PPLT
Abrdn Platinum ETF Trust

ETFs
2.42K
New
N/A
2.42K $217K
IYW
Ishares Dj Us Tech ETF

ETFs
1.21K
New
$122.57 - $173.27 $148K - $209K
1.21K $209K
NSC
Norfolk Southern Corp

Industrials
816
New
$206.34 - $257.46 $168K - $210K
816 $208K
BSM
Black Stone Minerals, L.P.

Energy
15.8K
New
$12.78 - $15.36 $201K - $242K
15.8K $206K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
4K
+ 80.0%
$50.52 - $50.92 $202K - $204K
9K $458K
WMB
Williams Companies, Inc.

Energy
3.25K
New
$54.33 - $62.87 $177K - $204K
3.25K $204K
XAR
Spdr S&P Aerospace & Defense E

ETFs
954
New
$144.94 - $210.94 $138K - $201K
954 $201K
VOE
Vanguard Mid Cap Value Index F

ETFs
1.22K
New
$141.87 - $164.49 $173K - $200K
1.22K $200K
ABR
Arbor Realty Trust Inc

Real Estate
21.6K
+ 59.67%
$8.92 - $11.89 $193K - $257K
57.8K $618K
CRWD
Crowd Strike Holdings, Inc.

Technology
132
+ 18.94%
$321.63 - $509.31 $42.5K - $67.2K
829 $422K
META
Meta Platforms, Inc.

Communication Services
5
+ 0.47%
$484.66 - $738.09 $2.42K - $3.69K
1.08K $795K
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.44K
+ 10.21%
$22.27 - $29.21 $54.4K - $71.4K
26.4K $770K
IBM
International Business Machines Corp

Technology
100
+ 3.62%
$221.03 - $294.78 $22.1K - $29.5K
2.87K $844K
GOOGL
Alphabet Inc.

Communication Services
95
+ 1.56%
$144.7 - $178.6 $13.7K - $17K
6.18K $1.09M
TQQQ
Proshares Ultrapro Qqq

ETFs
257
+ 5.3%
$38.9 - $83.0 $10K - $21.3K
5.11K $423K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
65
+ 0.32%
$55.54 - $69.09 $3.61K - $4.49K
20.1K $1.39M
JPM
Jpmorgan Chase & CO

Financial Services
17
+ 0.59%
$210.28 - $289.91 $3.57K - $4.93K
2.91K $843K
Activity Summary
Buys All Purchases 98 New Holdings 25 Increased Positions 73 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
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