Wmg Financial Advisors, LLC Incresed Positions in Q2 2025

Wmg Financial Advisors, LLC

  • $246 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVUS
American Centy ETF Tr Avantis

ETFs
19.4K
+ 3.97%
$81.38 - $100.82 $1.58M - $1.96M
508K $51.3M
AVUV
American Centy ETF Tr Avantis

ETFs
12.8K
+ 4.39%
$75.17 - $91.21 $964K - $1.17M
305K $27.8M
AVDE
American Centy ETF Tr Avantis

ETFs
4.84K
+ 2.23%
$59.32 - $74.36 $287K - $360K
222K $16.5M
NVDA
Nvidia Corp

Technology
761
+ 2.02%
$94.31 - $157.99 $71.8K - $120K
38.4K $6.06M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.27K
+ 75.66%
$496.48 - $617.85 $1.13M - $1.4M
5.26K $3.25M
AVEM
American Centy ETF Tr Avantis

ETFs
3.7K
+ 3.46%
$53.08 - $68.54 $196K - $254K
111K $7.58M
AVDV
American Centy ETF Tr Avantis

ETFs
2.28K
+ 2.29%
$61.76 - $79.32 $141K - $181K
102K $8.05M
XLE
Energy Sector Spdr

ETFs
12.6K
+ 350.66%
$76.44 - $94.13 $959K - $1.18M
16.1K $1.37M
AVGO
Broadcom Inc.

Technology
88
+ 1.08%
$146.29 - $275.65 $12.9K - $24.3K
8.21K $2.26M
OSTK
Overstock.Com, Inc

Consumer Cyclical
34.9K
+ 189.16%
N/A
53.4K $1.36M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
450
+ 9.51%
$456.74 - $568.03 $206K - $256K
5.18K $2.94M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
10K
+ 92.12%
$45.3 - $50.64 $453K - $506K
20.8K $1.02M
VGT
Vanguard Information Technolog

ETFs
37
+ 1.09%
$470.37 - $663.28 $17.4K - $24.5K
3.42K $2.27M
PCT
Pure Cycle Technologies, Inc.

Industrials
10.3K
+ 35.78%
$5.57 - $14.12 $57.1K - $145K
38.9K $532K
ORCL
Oracle Corp

Technology
314
+ 11.73%
$122.82 - $218.63 $38.6K - $68.6K
2.99K $653K
QTEC
First Trust Nasdaq 100 Technol

ETFs
15
+ 0.22%
$149.56 - $212.83 $2.24K - $3.19K
6.91K $1.47M
XLG
Invesco Exchange Traded Fd Tr

ETFs
297
+ 0.78%
$40.94 - $52.1 $12.2K - $15.5K
38.5K $2.01M
VTI
Vanguard Total Stock Market Et

ETFs
173
+ 2.63%
$243.75 - $303.93 $42.2K - $52.6K
6.75K $2.05M
PLTR
Palantir Technologies Inc.

Technology
503
+ 15.28%
$74.01 - $144.25 $37.2K - $72.6K
3.79K $517K
WMT
Walmart Inc.

Consumer Defensive
75
+ 0.33%
$81.79 - $99.98 $6.13K - $7.5K
22.6K $2.21M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
4K
+ 80.0%
$50.52 - $50.92 $202K - $204K
9K $458K
ABR
Arbor Realty Trust Inc

Real Estate
21.6K
+ 59.67%
$8.92 - $11.89 $193K - $257K
57.8K $618K
META
Meta Platforms, Inc.

Communication Services
5
+ 0.47%
$484.66 - $738.09 $2.42K - $3.69K
1.08K $795K
CRWD
Crowd Strike Holdings, Inc.

Technology
132
+ 18.94%
$321.63 - $509.31 $42.5K - $67.2K
829 $422K
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.44K
+ 10.21%
$22.27 - $29.21 $54.4K - $71.4K
26.4K $770K
IBM
International Business Machines Corp

Technology
100
+ 3.62%
$221.03 - $294.78 $22.1K - $29.5K
2.87K $844K
GOOGL
Alphabet Inc.

Communication Services
95
+ 1.56%
$144.7 - $178.6 $13.7K - $17K
6.18K $1.09M
TQQQ
Proshares Ultrapro Qqq

ETFs
257
+ 5.3%
$38.9 - $83.0 $10K - $21.3K
5.11K $423K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
65
+ 0.32%
$55.54 - $69.09 $3.61K - $4.49K
20.1K $1.39M
JPM
Jpmorgan Chase & CO

Financial Services
17
+ 0.59%
$210.28 - $289.91 $3.57K - $4.93K
2.91K $843K
NOW
Service Now, Inc.

Technology
1
+ 0.21%
$721.65 - $1040.18 $722 - $1.04K
467 $480K
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
HD
Home Depot, Inc.

Consumer Cyclical
206
+ 11.48%
$335.24 - $380.78 $69.1K - $78.4K
2K $733K
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
IJR
Ishares Core S&P Sm Cap ETF

ETFs
62
+ 1.29%
$90.56 - $109.49 $5.61K - $6.79K
4.87K $532K
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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