Wmg Financial Advisors, LLC Incresed Positions in Q1 2025

Wmg Financial Advisors, LLC

  • $214 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVDE
American Centy ETF Tr Avantis

ETFs
8.73K
+ 4.18%
$60.63 - $68.55 $529K - $598K
218K $14.4M
AVDV
American Centy ETF Tr Avantis

ETFs
4.34K
+ 4.58%
$63.74 - $71.96 $277K - $313K
99.3K $6.92M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
10.4K
+ 64.91%
$48.65 - $53.06 $507K - $553K
26.5K $1.38M
BND
Vanguard Bd Index Fd Inc Total

ETFs
6.76K
+ 12.87%
$71.17 - $73.66 $481K - $498K
59.3K $4.35M
AVEM
American Centy ETF Tr Avantis

ETFs
3.63K
+ 3.52%
$57.11 - $62.4 $207K - $227K
107K $6.43M
AVRE
American Centy ETF Tr Avantis
5.4K
+ 5.88%
$40.62 - $44.31 $219K - $239K
97.3K $4.18M
GLD
Spdr Gold Trust

ETFs
218
+ 4.08%
$243.19 - $288.14 $53K - $62.8K
5.56K $1.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
15
+ 0.48%
$442.66 - $534.52 $6.64K - $8.02K
3.13K $1.67M
AVIG
American Centy ETF Tr Avantis

ETFs
4.93K
+ 16.46%
$40.06 - $41.55 $197K - $205K
34.9K $1.44M
AVUS
American Centy ETF Tr Avantis

ETFs
24.9K
+ 5.38%
$90.7 - $101.57 $2.26M - $2.53M
489K $45.2M
BNDX
Vanguard Total International B

ETFs
4.01K
+ 12.12%
$48.33 - $49.5 $194K - $199K
37.1K $1.81M
HYG
Ishares Tr

ETFs
2.2K
+ 66.75%
$78.51 - $80.11 $173K - $176K
5.5K $433K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.2K
+ 6.37%
$58.01 - $64.46 $69.7K - $77.4K
20.1K $1.25M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
2.35K
+ 27.62%
$49.22 - $51.73 $116K - $121K
10.9K $548K
JNJ
Johnson & Johnson

Healthcare
522
+ 34.18%
$142.06 - $167.7 $74.2K - $87.5K
2.05K $339K
SPIB
Spdr Portfolio Intermediate Te

ETFs
2.66K
+ 31.69%
$32.5 - $33.3 $86.5K - $88.7K
11.1K $367K
DFAU
Dimensional ETF Tr

ETFs
2.61K
+ 28.19%
$37.84 - $42.29 $98.6K - $110K
11.8K $455K
SLV
I Shares Silver Trust

ETFs
831
+ 8.64%
$26.93 - $31.32 $22.4K - $26K
10.5K $323K
LLY
Eli Lilly & CO

Healthcare
9
+ 0.95%
$725.72 - $929.72 $6.53K - $8.37K
959 $792K
FXU
First Tr Exchange Traded Fd Ut

ETFs
70
+ 0.4%
$37.42 - $41.14 $2.62K - $2.88K
17.7K $727K
PLTR
Palantir Technologies Inc.

Technology
310
+ 10.4%
$64.98 - $124.62 $20.1K - $38.6K
3.29K $277K
V
Visa Inc.

Financial Services
10
+ 0.79%
$306.92 - $362.71 $3.07K - $3.63K
1.27K $445K
MO
Altria Group, Inc.

Consumer Defensive
4
+ 0.07%
$50.81 - $60.02 $203 - $240
5.79K $347K
PG
Procter & Gamble CO

Consumer Defensive
214
+ 7.56%
$158.56 - $176.26 $33.9K - $37.7K
3.04K $518K
FBT
First Trust Nyse Arca Biotechn

ETFs
186
+ 5.96%
$164.86 - $182.19 $30.7K - $33.9K
3.31K $562K
PNQI
Invesco Nasdaq Internet ETF

ETFs
1.17K
+ 27.24%
$43.72 - $51.15 $51.2K - $59.9K
5.47K $241K
COST
Costco Wholesale Corp

Consumer Defensive
23
+ 4.2%
$890.62 - $1076.86 $20.5K - $24.8K
570 $539K
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.67K
+ 18.12%
$24.91 - $29.02 $91.5K - $107K
23.9K $599K
JPM
Jpmorgan Chase & CO

Financial Services
58
+ 2.05%
$225.19 - $279.95 $13.1K - $16.2K
2.89K $709K
MCD
Mcdonalds Corp

Consumer Cyclical
12
+ 1.59%
$279.74 - $321.29 $3.36K - $3.86K
767 $239K
SHOP
Shopify Inc.

Technology
440
+ 22.0%
$90.59 - $129.31 $39.9K - $56.9K
2.44K $232K
KLAC
Kla Corp

Technology
1
+ 0.31%
$636.62 - $777.63 $637 - $778
323 $219K
META
Meta Platforms, Inc.

Communication Services
43
+ 4.17%
$576.36 - $736.67 $24.8K - $31.7K
1.07K $618K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
125
+ 3.84%
$62.72 - $71.92 $7.84K - $8.99K
3.38K $213K
SHW
Sherwin Williams CO

Basic Materials
2
+ 0.32%
$330.16 - $365.55 $660 - $731
626 $218K
Super Micro Computer Inc
1.25K
+ 18.97%
N/A
7.86K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
36.6K
+ 47.05%
N/A
114K $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
American Centy ETF Tr
16.8K
+ 14.53%
N/A
133K $0
Ea Series Trust
6.5K
+ 35.14%
N/A
25K $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
VOT
Vanguard Mid Cap Growth Index

ETFs
2
+ 0.15%
$237.72 - $276.98 $475 - $554
1.29K $316K
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
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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