Wmg Financial Advisors, LLC Purchases in Q1 2025

Wmg Financial Advisors, LLC

  • $214 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Ea Series Trust
6.5K
+ 35.14%
N/A
25K $0
American Centy ETF Tr
16.8K
+ 14.53%
N/A
133K $0
AVGE
American Centy ETF Tr Avantis
165
+ 0.93%
N/A
17.9K $0
American Centy ETF Tr
1.3K
+ 6.93%
N/A
20.1K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
36.6K
+ 47.05%
N/A
114K $0
PEP
Pepsico Inc

Consumer Defensive
4
+ 0.3%
$142.64 - $156.42 $571 - $626
1.35K $203K
PKB
Invesco Exchange Traded Fd Tr

ETFs
366
+ 10.43%
$66.66 - $82.75 $24.4K - $30.3K
3.88K $260K
VO
Vanguard Mid Cap ETF

ETFs
4
+ 0.36%
$251.87 - $277.95 $1.01K - $1.11K
1.11K $286K
BAC
Bank Of America Corp

Financial Services
151
+ 2.43%
$39.61 - $47.74 $5.98K - $7.21K
6.38K $266K
TMO
Thermo Fisher Scientific Inc.

Healthcare
2
+ 0.44%
$497.6 - $606.74 $995 - $1.21K
452 $224K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
189
+ 4.16%
$507.05 - $563.67 $95.8K - $107K
4.73K $2.43M
PNFP
Pinnacle Financial Partners Inc

Financial Services
4
+ 0.17%
$99.42 - $126.15 $398 - $505
2.34K $247K
VB
Vanguard Small Cap ETF

ETFs
5
+ 0.38%
$217.89 - $252.64 $1.09K - $1.26K
1.33K $295K
CAT
Caterpillar Inc

Industrials
5
+ 0.59%
$326.75 - $407.63 $1.63K - $2.04K
849 $280K
PTF
Invesco Exchange Traded Fd Tr

ETFs
709
+ 14.24%
$56.97 - $77.14 $40.4K - $54.7K
5.69K $335K
EMR
Emerson Electric CO

Industrials
16
+ 0.52%
$108.64 - $131.17 $1.74K - $2.1K
3.12K $342K
GOOG
Alphabet Inc.

Communication Services
168
+ 7.88%
$156.06 - $207.71 $26.2K - $34.9K
2.3K $359K
CRM
Salesforce, Inc.

Technology
14
+ 1.27%
$268.36 - $359.95 $3.76K - $5.04K
1.12K $300K
NIO
Nio Inc.

Consumer Cyclical
21.3K
+ 5.57%
$3.75 - $5.22 $79.7K - $111K
403K $1.53M
GOOGL
Alphabet Inc.

Communication Services
332
+ 5.77%
$154.33 - $206.19 $51.2K - $68.5K
6.09K $941K
MSFT
Microsoft Corp

Technology
660
+ 7.57%
$375.39 - $447.2 $248K - $295K
9.38K $3.52M
VGT
Vanguard Information Technolog

ETFs
173
+ 5.39%
$542.38 - $646.34 $93.8K - $112K
3.38K $1.83M
AMZN
Amazon Com Inc

Consumer Cyclical
449
+ 4.75%
$190.26 - $242.06 $85.4K - $109K
9.9K $1.88M
NVDA
Nvidia Corp

Technology
5.69K
+ 17.82%
$106.98 - $149.43 $608K - $850K
37.6K $4.08M
TSLA
Tesla, Inc.

Consumer Cyclical
17
+ 1.01%
$222.15 - $428.22 $3.78K - $7.28K
1.7K $440K
AAPL
Apple Inc.

Technology
621
+ 2.26%
$209.68 - $247.1 $130K - $153K
28.1K $6.25M
AVUV
American Centy ETF Tr Avantis

ETFs
19.2K
+ 7.03%
$84.95 - $100.62 $1.63M - $1.93M
292K $25.5M
Activity Summary
Buys All Purchases 78 New Holdings 13 Increased Positions 65 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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