Wmg Financial Advisors, LLC Incresed Positions in Q4 2024

Wmg Financial Advisors, LLC

  • $215 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVUS
American Centy ETF Tr Avantis

ETFs
19.5K
+ 4.39%
$94.36 - $102.06 $1.84M - $1.99M
464K $45M
AVUV
American Centy ETF Tr Avantis

ETFs
18.6K
+ 7.31%
$94.37 - $106.41 $1.75M - $1.98M
273K $26.3M
SO
Southern CO

Utilities
11.2K
+ 298.9%
$81.5 - $94.15 $911K - $1.05M
14.9K $1.23M
AVGO
Broadcom Inc.

Technology
359
+ 4.45%
$159.67 - $250.0 $57.3K - $89.8K
8.42K $1.95M
VGT
Vanguard Information Technolog

ETFs
756
+ 30.81%
$571.78 - $647.97 $432K - $490K
3.21K $2M
AVLV
American Centy ETF Tr Avantis
7.26K
+ 15.25%
$65.51 - $71.22 $476K - $517K
54.9K $3.66M
XLE
Energy Sector Spdr

ETFs
6.26K
+ 151.12%
$83.32 - $97.27 $522K - $609K
10.4K $891K
AMZN
Amazon Com Inc

Consumer Cyclical
537
+ 6.03%
$180.88 - $232.93 $97.1K - $125K
9.45K $2.07M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
7.53K
+ 88.33%
$46.48 - $51.32 $350K - $386K
16.1K $773K
LLY
Eli Lilly & CO

Healthcare
471
+ 98.33%
$727.2 - $932.06 $343K - $439K
950 $733K
GOOGL
Alphabet Inc.

Communication Services
714
+ 14.16%
$161.86 - $196.66 $116K - $140K
5.76K $1.09M
WMT
Walmart Inc.

Consumer Defensive
78
+ 0.35%
$79.1 - $95.7 $6.17K - $7.46K
22.5K $2.04M
GLD
Spdr Gold Trust

ETFs
851
+ 18.94%
$236.59 - $257.5 $201K - $219K
5.34K $1.29M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
328
+ 11.78%
$442.29 - $483.08 $145K - $158K
3.11K $1.41M
COST
Costco Wholesale Corp

Consumer Defensive
113
+ 26.04%
$873.59 - $994.69 $98.7K - $112K
547 $501K
V
Visa Inc.

Financial Services
227
+ 21.97%
$273.87 - $320.91 $62.2K - $72.8K
1.26K $398K
JPM
Jpmorgan Chase & CO

Financial Services
146
+ 5.43%
$205.18 - $250.29 $30K - $36.5K
2.83K $679K
MSFT
Microsoft Corp

Technology
428
+ 5.16%
$406.35 - $454.46 $174K - $195K
8.72K $3.68M
BA
Boeing CO

Industrials
235
+ 9.63%
$138.14 - $180.72 $32.5K - $42.5K
2.68K $473K
TQQQ
Proshares Ultrapro Qqq

ETFs
772
+ 18.9%
$69.42 - $93.29 $53.6K - $72K
4.86K $384K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
67
+ 1.5%
$521.84 - $558.82 $35K - $37.4K
4.54K $2.45M
QABA
First Trust Nasdaq Aba Communi

ETFs
1.21K
+ 27.51%
$50.85 - $62.94 $61.7K - $76.4K
5.63K $312K
CRM
Salesforce, Inc.

Technology
26
+ 2.41%
$270.87 - $367.87 $7.04K - $9.56K
1.11K $369K
META
Meta Platforms, Inc.

Communication Services
70
+ 7.29%
$554.08 - $632.68 $38.8K - $44.3K
1.03K $607K
GOOG
Alphabet Inc.

Communication Services
20
+ 0.95%
$163.08 - $198.16 $3.26K - $3.96K
2.13K $406K
SCHG
Schwab Strategic Tr Us Large C

ETFs
15.3K
+ 309.95%
$25.93 - $105.3 $397K - $1.61M
20.3K $564K
TFLO
Ishares Treasury Floating Rate

ETFs
961
+ 19.3%
$50.37 - $50.63 $48.4K - $48.7K
5.94K $299K
PTF
Invesco Exchange Traded Fd Tr

ETFs
9
+ 0.18%
$62.32 - $80.47 $561 - $724
4.98K $361K
USAC
Usa Compression Partners, LP

Energy
1.25K
+ 5.65%
$21.54 - $23.99 $26.9K - $30K
23.4K $550K
RF
Regions Financial Corp

Financial Services
750
+ 1.38%
$22.45 - $27.47 $16.8K - $20.6K
54.9K $1.29M
VOT
Vanguard Mid Cap Growth Index

ETFs
32
+ 2.54%
$241.48 - $274.89 $7.73K - $8.8K
1.29K $327K
VB
Vanguard Small Cap ETF

ETFs
56
+ 4.4%
$233.76 - $261.58 $13.1K - $14.6K
1.33K $319K
MO
Altria Group, Inc.

Consumer Defensive
5
+ 0.09%
$49.06 - $57.74 $245 - $289
5.78K $302K
SPIB
Spdr Portfolio Intermediate Te

ETFs
349
+ 4.33%
$32.65 - $33.68 $11.4K - $11.8K
8.4K $275K
NSC
Norfolk Southern Corp

Industrials
73
+ 7.9%
$230.6 - $277.0 $16.8K - $20.2K
997 $233K
PKB
Invesco Exchange Traded Fd Tr

ETFs
217
+ 6.59%
$75.72 - $88.37 $16.4K - $19.2K
3.51K $265K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
142
+ 2.44%
$48.33 - $49.08 $6.86K - $6.97K
5.96K $288K
SCHO
Schwab Short Term Us Treasury

ETFs
5.42K
+ 104.21%
$24.06 - $48.88 $130K - $265K
10.6K $255K
HYG
Ishares Tr

ETFs
74
+ 2.3%
$78.09 - $80.04 $5.78K - $5.92K
3.3K $259K
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
14.9K
+ 23.78%
N/A
77.8K $0
American Centy ETF Tr
11.5K
+ 11.0%
N/A
116K $0
American Centy ETF Tr
6.3K
+ 50.6%
N/A
18.8K $0
AVGE
American Centy ETF Tr Avantis
342
+ 1.96%
N/A
17.8K $0
MBB
Ishares Tr

ETFs
152
+ 4.29%
$91.26 - $95.82 $13.9K - $14.6K
3.69K $338K
MCD
Mcdonalds Corp

Consumer Cyclical
31
+ 4.28%
$288.47 - $316.54 $8.94K - $9.81K
755 $218K
PSEC
Prospect Capital Corp

Financial Services
5.1K
+ 22.32%
$4.16 - $5.34 $21.2K - $27.2K
28K $120K
IBM
International Business Machines Corp

Technology
2
+ 0.07%
$204.9 - $238.04 $410 - $476
3K $659K
PG
Procter & Gamble CO

Consumer Defensive
48
+ 1.73%
$161.05 - $179.7 $7.73K - $8.63K
2.83K $474K
BNDX
Vanguard Total International B

ETFs
642
+ 1.98%
$48.91 - $50.61 $31.4K - $32.5K
33.1K $1.62M
Activity Summary
Buys All Purchases 85 New Holdings 13 Increased Positions 72 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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