Wmg Financial Advisors, LLC Incresed Positions in Q3 2024

Wmg Financial Advisors, LLC

  • $206 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AVUS
American Centy ETF Tr Avantis

ETFs
25.6K
+ 6.12%
$86.27 - $95.15 $2.21M - $2.44M
444K $42.3M
AVUV
American Centy ETF Tr Avantis

ETFs
14.4K
+ 6.01%
$88.24 - $99.7 $1.27M - $1.44M
254K $24.4M
AVDE
American Centy ETF Tr Avantis

ETFs
15.8K
+ 8.96%
$60.09 - $67.67 $949K - $1.07M
192K $12.9M
NVDA
Nvidia Corp

Technology
14.5K
+ 77.86%
$98.91 - $134.91 $1.43M - $1.96M
33.1K $4.02M
AVRE
American Centy ETF Tr Avantis
11.3K
+ 15.02%
$40.95 - $48.28 $463K - $546K
86.7K $4.09M
AAPL
Apple Inc.

Technology
1.63K
+ 6.2%
$207.23 - $234.82 $338K - $383K
27.9K $6.5M
NIO
Nio Inc.

Consumer Cyclical
57.7K
+ 26.31%
$3.67 - $6.68 $212K - $386K
277K $1.85M
AVEM
American Centy ETF Tr Avantis

ETFs
7.49K
+ 8.3%
$57.2 - $65.59 $429K - $491K
97.7K $6.31M
AVDV
American Centy ETF Tr Avantis

ETFs
3.65K
+ 4.22%
$62.52 - $71.12 $228K - $260K
90.2K $6.37M
UPST
Upstart Holdings, Inc.

Financial Services
375
+ 0.86%
$22.9 - $44.11 $8.59K - $16.5K
44.1K $1.76M
T
At&T Inc.

Communication Services
746
+ 0.54%
$18.21 - $22.28 $13.6K - $16.6K
139K $3.06M
MSFT
Microsoft Corp

Technology
1.18K
+ 16.6%
$395.15 - $467.56 $467K - $552K
8.3K $3.57M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2.48K
+ 24.37%
$87.56 - $95.49 $217K - $236K
12.6K $1.21M
GOOGL
Alphabet Inc.

Communication Services
1.97K
+ 64.26%
$148.65 - $191.18 $293K - $377K
5.04K $836K
AMZN
Amazon Com Inc

Consumer Cyclical
1.68K
+ 23.28%
$161.02 - $200.0 $271K - $337K
8.91K $1.66M
AVES
American Centy ETF Tr Avantis

ETFs
4.15K
+ 83.0%
$46.0 - $52.55 $191K - $218K
9.15K $477K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
184
+ 7.08%
$405.19 - $478.57 $74.6K - $88.1K
2.78K $1.28M
XLU
Utilities Sector Spdr

ETFs
1.82K
+ 45.85%
$67.67 - $80.78 $123K - $147K
5.79K $467K
GLD
Spdr Gold Trust

ETFs
307
+ 7.33%
$215.56 - $246.98 $66.2K - $75.8K
4.49K $1.09M
QQQ
Invesco Qqq Trust, Series 1

ETFs
320
+ 8.5%
$434.77 - $502.96 $139K - $161K
4.09K $1.99M
AVGO
Broadcom Inc.

Technology
7.31K
+ 973.37%
$136.27 - $1745.86 $996K - $12.8M
8.06K $1.39M
RF
Regions Financial Corp

Financial Services
35
+ 0.06%
$19.51 - $23.42 $683 - $820
54.2K $1.26M
FXR
First Trust Industrials/Produc

ETFs
174
+ 0.88%
$66.85 - $75.76 $11.6K - $13.2K
20K $1.52M
FIW
First Trust Water ETF

ETFs
196
+ 1.3%
$98.0 - $109.33 $19.2K - $21.4K
15.2K $1.66M
IBM
International Business Machines Corp

Technology
56
+ 1.9%
$175.1 - $223.38 $9.81K - $12.5K
3K $663K
SPY
Spdr S&P 500 ETF Trust

ETFs
55
+ 1.75%
$517.38 - $573.86 $28.5K - $31.6K
3.2K $1.84M
DHI
Horton D R Inc

Consumer Cyclical
214
+ 14.38%
$135.21 - $197.06 $28.9K - $42.2K
1.7K $324K
FDN
First Tr Fd Dow Jones

ETFs
339
+ 5.4%
$183.68 - $212.48 $62.3K - $72K
6.62K $1.4M
XLG
Invesco Exchange Traded Fd Tr

ETFs
944
+ 2.48%
$42.54 - $47.97 $40.2K - $45.3K
38.9K $1.85M
TSLA
Tesla, Inc.

Consumer Cyclical
3
+ 0.18%
$191.76 - $263.26 $575 - $790
1.7K $443K
VZ
Verizon Communications Inc

Communication Services
671
+ 3.17%
$38.89 - $45.0 $26.1K - $30.2K
21.8K $979K
META
Meta Platforms, Inc.

Communication Services
79
+ 8.97%
$453.41 - $572.44 $35.8K - $45.2K
960 $549K
XOM
Exxon Mobil Corp

Energy
635
+ 8.37%
$109.72 - $119.0 $69.7K - $75.6K
8.22K $963K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
759
+ 9.39%
$50.02 - $54.5 $38K - $41.4K
8.84K $481K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
725
+ 4.24%
$42.87 - $45.76 $31.1K - $33.2K
17.8K $806K
PTF
Invesco Exchange Traded Fd Tr

ETFs
965
+ 24.1%
$53.62 - $65.67 $51.7K - $63.4K
4.97K $315K
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
2.1K
+ 12.24%
$15.71 - $18.52 $33K - $38.9K
19.3K $338K
SCHV
Schwab Strategic Tr Us Large C

ETFs
308
+ 5.03%
$73.43 - $80.37 $22.6K - $24.8K
6.43K $516K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.32K
+ 18.32%
$44.66 - $49.15 $59K - $64.9K
8.53K $401K
BNDX
Vanguard Total International B

ETFs
67
+ 0.21%
$48.42 - $50.35 $3.24K - $3.37K
32.5K $1.63M
JPM
Jpmorgan Chase & CO

Financial Services
157
+ 6.2%
$194.9 - $224.8 $30.6K - $35.3K
2.69K $566K
ABBV
Abb Vie Inc.

Healthcare
7
+ 0.34%
$163.84 - $199.33 $1.15K - $1.4K
2.04K $403K
SO
Southern CO

Utilities
6
+ 0.16%
$77.0 - $90.52 $462 - $543
3.74K $337K
PSI
Invesco Exchange Traded Fd Tr

ETFs
1.15K
+ 30.87%
$49.13 - $66.72 $56.7K - $77K
4.89K $281K
IDEV
Ishares Core Msci Intl Develop

ETFs
295
+ 6.16%
$63.46 - $71.43 $18.7K - $21.1K
5.09K $360K
MBB
Ishares Tr

ETFs
319
+ 9.9%
$90.85 - $96.66 $29K - $30.8K
3.54K $339K
FXL
First Tr Exchange Traded Fd Fi

ETFs
212
+ 4.03%
$122.48 - $142.51 $26K - $30.2K
5.47K $758K
GOOG
Alphabet Inc.

Communication Services
399
+ 23.29%
$149.54 - $192.66 $59.7K - $76.9K
2.11K $353K
SCHG
Schwab Strategic Tr Us Large C

ETFs
200
+ 4.22%
$92.63 - $105.69 $18.5K - $21.1K
4.94K $514K
Activity Summary
Buys All Purchases 100 New Holdings 22 Increased Positions 78 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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