Wmg Financial Advisors, LLC Incresed Positions in Q3 2025

Wmg Financial Advisors, LLC

  • $273 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
11.7K
+ 266.81%
$110.74 - $122.12 $1.3M - $1.43M
16.1K $1.95M
XLE
Energy Sector Spdr

ETFs
15.3K
+ 94.7%
$84.25 - $91.99 $1.29M - $1.41M
31.4K $2.81M
VGT
Vanguard Information Technolog

ETFs
1.38K
+ 40.32%
$656.44 - $753.15 $905K - $1.04M
4.8K $3.58M
GLD
Spdr Gold Trust

ETFs
2.12K
+ 29.0%
$300.96 - $355.47 $639K - $754K
9.44K $3.36M
AVDV
American Centy ETF Tr Avantis

ETFs
434
+ 0.43%
$79.24 - $89.03 $34.4K - $38.6K
102K $9.08M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
52.6K
+ 192.32%
$14.94 - $16.82 $786K - $885K
80K $1.19M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
16.5K
+ 55.87%
$46.51 - $50.07 $767K - $826K
46K $2.16M
OSTK
Overstock.Com, Inc

Consumer Cyclical
24.4K
+ 45.64%
N/A
77.7K $1.99M
GOOGL
Alphabet Inc.

Communication Services
355
+ 5.74%
$174.36 - $254.72 $61.9K - $90.4K
6.54K $1.59M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
297
+ 5.73%
$567.77 - $614.76 $169K - $183K
5.48K $3.35M
BDN
Brandywine Realty Trust

Real Estate
77.5K
+ 92.26%
$3.81 - $4.58 $295K - $355K
162K $673K
MSFT
Microsoft Corp

Technology
187
+ 2.01%
$491.09 - $535.64 $91.8K - $100K
9.5K $4.92M
QQQ
Invesco Qqq Trust, Series 1

ETFs
115
+ 2.99%
$546.99 - $602.2 $62.9K - $69.3K
3.96K $2.38M
AMZN
Amazon Com Inc

Consumer Cyclical
803
+ 8.14%
$211.65 - $238.24 $170K - $191K
10.7K $2.34M
RF
Regions Financial Corp

Financial Services
113
+ 0.21%
$24.03 - $27.41 $2.72K - $3.1K
55.1K $1.45M
WMT
Walmart Inc.

Consumer Defensive
222
+ 0.98%
$94.4 - $104.27 $21K - $23.1K
22.8K $2.35M
CRWD
Crowd Strike Holdings, Inc.

Technology
295
+ 35.59%
$412.46 - $514.1 $122K - $152K
1.12K $551K
RSP
Invesco S&P 500 Equal Weight E

ETFs
593
+ 37.2%
$181.56 - $190.33 $108K - $113K
2.19K $414K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
2.12K
+ 10.17%
$48.72 - $50.73 $103K - $107K
23K $1.13M
PPA
Invesco Exchange Traded Fd Tr

ETFs
541
+ 31.82%
$139.82 - $155.45 $75.6K - $84.1K
2.24K $348K
CAT
Caterpillar Inc

Industrials
45
+ 4.71%
$390.92 - $477.15 $17.6K - $21.5K
1K $477K
PRN
Invesco Dwa Industrials Moment

ETFs
453
+ 25.97%
$154.53 - $172.77 $70K - $78.3K
2.2K $379K
IBLC
Ishares Tr Blockchain & Tech E

ETFs
89
+ 1.48%
$38.97 - $55.39 $3.47K - $4.93K
6.08K $336K
PNQI
Invesco Nasdaq Internet ETF

ETFs
1.42K
+ 24.44%
$51.24 - $57.08 $72.6K - $80.9K
7.22K $402K
PPLT
Abrdn Platinum ETF Trust

ETFs
1.05K
+ 43.39%
N/A
3.47K $311K
JPM
Jpmorgan Chase & CO

Financial Services
58
+ 1.99%
$282.78 - $316.06 $16.4K - $18.3K
2.97K $935K
XOM
Exxon Mobil Corp

Energy
364
+ 4.42%
$105.83 - $117.22 $38.5K - $42.7K
8.6K $969K
PCT
Pure Cycle Technologies, Inc.

Industrials
7.5K
+ 19.28%
$12.21 - $16.92 $91.6K - $127K
46.4K $610K
MO
Altria Group, Inc.

Consumer Defensive
459
+ 7.94%
$57.75 - $67.68 $26.5K - $31.1K
6.24K $412K
UNH
Unitedhealth Group Inc

Healthcare
66
+ 4.25%
$237.77 - $353.61 $15.7K - $23.3K
1.62K $558K
XLK
Technology Sector Spdr

ETFs
78
+ 4.89%
$250.97 - $282.66 $19.6K - $22K
1.67K $471K
BA
Boeing CO

Industrials
155
+ 6.57%
$209.79 - $237.38 $32.5K - $36.8K
2.51K $542K
PANW
Palo Alto Networks Inc

Technology
234
+ 19.21%
$167.06 - $208.19 $39.1K - $48.7K
1.45K $295K
WMB
Williams Companies, Inc.

Energy
628
+ 19.33%
$56.52 - $64.01 $35.5K - $40.2K
3.88K $245K
INVZ
Innoviz Technologies Ltd.

Consumer Cyclical
15.1K
+ 71.99%
$1.37 - $2.04 $20.7K - $30.8K
36.1K $73K
META
Meta Platforms, Inc.

Communication Services
50
+ 4.64%
$695.21 - $791.73 $34.8K - $39.6K
1.13K $828K
INDA
Ishares Msci India Index Fund

ETFs
760
+ 18.98%
$51.98 - $55.84 $39.5K - $42.4K
4.77K $248K
MRK
Merck & Co., Inc.

Healthcare
93
+ 2.47%
$77.6 - $87.37 $7.22K - $8.13K
3.86K $323K
MCD
Mcdonalds Corp

Consumer Cyclical
48
+ 6.32%
$291.67 - $316.99 $14K - $15.2K
807 $245K
VEA
Vanguard Ftse Developed Market

ETFs
67
+ 1.23%
$56.02 - $60.3 $3.75K - $4.04K
5.5K $329K
AVIG
American Centy ETF Tr Avantis

ETFs
65
+ 0.18%
$41.02 - $42.32 $2.67K - $2.75K
37.1K $1.56M
NOW
Service Now, Inc.

Technology
76
+ 16.27%
$850.86 - $1044.69 $64.7K - $79.4K
543 $499K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
135
+ 3.73%
$70.85 - $76.96 $9.56K - $10.4K
3.76K $285K
SCHO
Schwab Short Term Us Treasury

ETFs
485
+ 4.72%
$24.23 - $24.42 $11.8K - $11.8K
10.8K $262K
AGNC
Agnc Investment Corp.

Real Estate
444
+ 3.74%
$9.2 - $10.37 $4.08K - $4.6K
12.3K $120K
SHW
Sherwin Williams CO

Basic Materials
1
+ 0.16%
$330.88 - $375.23 $331 - $375
627 $217K
Series Portfolios Tr
19.2K
+ 32.51%
N/A
78.3K $0
Series Portfolios Tr
21.9K
+ 33.81%
N/A
86.5K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
2.71K
+ 10.81%
N/A
27.8K $0
Activity Summary
Buys All Purchases 88 New Holdings 30 Increased Positions 58 Sells All Sells 90 Reductions 90 Sold out 0 Options Calls 0 Puts 0
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