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
NOW
Service Now, Inc.

Technology
1
+ 0.21%
$721.65 - $1040.18 $722 - $1.04K
467 $480K
AGNC
Agnc Investment Corp.

Real Estate
11.9K
New
$8.12 - $9.49 $96.4K - $113K
11.9K $109K
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
11K
New
$9.4 - $10.12 $103K - $111K
11K $104K
PM
Philip Morris International Inc.

Consumer Defensive
355
+ 21.63%
$149.23 - $184.95 $53K - $65.7K
2K $363K
AVIG
American Centy ETF Tr Avantis

ETFs
2.19K
+ 6.29%
$40.41 - $41.62 $88.6K - $91.2K
37K $1.54M
COST
Costco Wholesale Corp

Consumer Defensive
74
+ 12.98%
$908.13 - $1056.85 $67.2K - $78.2K
644 $637K
NIO
Nio Inc.

Consumer Cyclical
72.2K
+ 17.92%
$3.14 - $4.31 $227K - $311K
475K $1.63M
CAT
Caterpillar Inc

Industrials
106
+ 12.49%
$273.94 - $388.21 $29K - $41.2K
955 $370K
KLAC
Kla Corp

Technology
15
+ 4.64%
$576.53 - $902.94 $8.65K - $13.5K
338 $302K
QDPL
Pacer Fds Tr Metaurus Us Large
1.55K
+ 23.05%
$32.46 - $39.77 $50.4K - $61.8K
8.29K $327K
SPIB
Spdr Portfolio Intermediate Te

ETFs
2.04K
+ 18.4%
$32.62 - $33.58 $66.4K - $68.4K
13.1K $439K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
3.05K
+ 11.52%
$45.07 - $52.57 $137K - $160K
29.5K $1.44M
PNQI
Invesco Nasdaq Internet ETF

ETFs
324
+ 5.92%
$39.02 - $52.21 $12.6K - $16.9K
5.8K $302K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
243
+ 7.19%
$57.46 - $75.58 $14K - $18.4K
3.62K $273K
SLV
I Shares Silver Trust

ETFs
800
+ 7.65%
$27.08 - $33.74 $21.7K - $27K
11.3K $369K
PRN
Invesco Dwa Industrials Moment

ETFs
84
+ 5.06%
$122.83 - $157.05 $10.3K - $13.2K
1.74K $273K
QABA
First Trust Nasdaq Aba Communi

ETFs
585
+ 10.53%
$46.16 - $54.78 $27K - $32K
6.14K $332K
BAC
Bank Of America Corp

Financial Services
86
+ 1.35%
$34.39 - $47.46 $2.96K - $4.08K
6.46K $305K
SCHV
Schwab Strategic Tr Us Large C

ETFs
575
+ 3.09%
$23.55 - $27.67 $13.5K - $15.9K
19.2K $531K
INVZ
Innoviz Technologies Ltd.

Consumer Cyclical
21K
New
$0.51 - $1.64 $10.7K - $34.4K
21K $34K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
62
+ 1.29%
$90.56 - $109.49 $5.61K - $6.79K
4.87K $532K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
535
+ 8.53%
$40.82 - $43.14 $21.8K - $23.1K
6.81K $293K
TMUS
T Mobile Us, Inc.

Communication Services
212
+ 25.09%
$220.99 - $268.54 $46.8K - $56.9K
1.06K $251K
STWD
Starwood Property Trust, Inc.

Real Estate
1K
+ 6.2%
$17.28 - $20.41 $17.3K - $20.4K
17.1K $343K
BND
Vanguard Bd Index Fd Inc Total

ETFs
148
+ 0.25%
$72.02 - $73.82 $10.7K - $10.9K
59.4K $4.38M
PNFP
Pinnacle Financial Partners Inc

Financial Services
44
+ 1.88%
$87.19 - $111.51 $3.84K - $4.91K
2.38K $262K
BDN
Brandywine Realty Trust

Real Estate
5K
+ 6.33%
$3.5 - $4.58 $17.5K - $22.9K
84K $360K
VDC
Vanguard Consumer Staples ETF

ETFs
37
+ 3.24%
$204.89 - $224.73 $7.58K - $8.32K
1.18K $258K
CRM
Salesforce, Inc.

Technology
9
+ 0.8%
$236.26 - $291.15 $2.13K - $2.62K
1.13K $307K
PEP
Pepsico Inc

Consumer Defensive
225
+ 16.62%
$128.02 - $151.37 $28.8K - $34.1K
1.58K $208K
SO
Southern CO

Utilities
33
+ 0.45%
$84.91 - $92.56 $2.8K - $3.05K
7.39K $678K
American Centy ETF Tr
6.61K
+ 4.98%
N/A
139K $0
AVGE
American Centy ETF Tr Avantis
563
+ 3.14%
N/A
18.5K $0
Calamos ETF Tr
9.67K
New
N/A
9.67K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
25.1K
New
N/A
25.1K $0
Seanergy Maritime Hldgs Corp
17.3K
New
N/A
17.3K $0
Series Portfolios Tr
20.5K
+ 52.99%
N/A
59.1K $0
Series Portfolios Tr
23K
+ 55.22%
N/A
64.7K $0
KO
Coca Cola CO

Consumer Defensive
17
+ 0.53%
$68.37 - $73.9 $1.16K - $1.26K
3.21K $226K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
245
+ 2.69%
$44.37 - $50.04 $10.9K - $12.3K
9.35K $444K
PRU
Prudential Financial Inc

Financial Services
250
+ 2.58%
$95.12 - $112.71 $23.8K - $28.2K
9.92K $1.07M
JNJ
Johnson & Johnson

Healthcare
51
+ 2.49%
$146.36 - $159.82 $7.46K - $8.15K
2.1K $320K
ABBV
Abb Vie Inc.

Healthcare
48
+ 2.84%
$170.16 - $206.27 $8.17K - $9.9K
1.74K $322K
MRK
Merck & Co., Inc.

Healthcare
66
+ 1.78%
$73.47 - $87.12 $4.85K - $5.75K
3.77K $298K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
140
+ 4.48%
$483.48 - $539.8 $67.7K - $75.6K
3.27K $1.59M
UNH
Unitedhealth Group Inc

Healthcare
400
+ 34.72%
$274.35 - $599.47 $110K - $240K
1.55K $484K
AAPL
Apple Inc.

Technology
483
+ 1.72%
$172.42 - $223.89 $83.3K - $108K
28.6K $5.87M
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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