Wmg Financial Advisors, LLC New Holdings in Q3 2025

Wmg Financial Advisors, LLC

  • $273 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
9.04K
New
$214.92 - $244.84 $1.94M - $2.21M
9.04K $2.19M
BLOK
Amplify ETF Tr Trnsformational

ETFs
30.1K
New
$56.05 - $67.13 $1.69M - $2.02M
30.1K $2.02M
XLF
Financial Sector Spdr

ETFs
10.1K
New
$51.37 - $54.25 $521K - $550K
10.1K $546K
VOOV
Vanguard S&P 500 Value ETF

ETFs
1.75K
New
$187.97 - $199.47 $329K - $349K
1.75K $349K
WTAI
Wisdomtree Tr Artificial Intel

ETFs
11K
New
$24.13 - $29.07 $264K - $318K
11K $312K
PALL
Abrdn Palladium ETF Trust

ETFs
2.73K
New
$99.79 - $117.24 $272K - $319K
2.73K $311K
PINK
Simplify Exchange Traded Fds S

ETFs
9.52K
New
$28.44 - $31.71 $271K - $302K
9.52K $301K
APP
App Lovin Corp

Technology
412
New
$335.1 - $718.54 $138K - $296K
412 $296K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.15K
New
$236.25 - $257.69 $272K - $296K
1.15K $294K
UFO
Procure ETF Tr Ii Procure Spac

ETFs
7.3K
New
$28.59 - $36.06 $209K - $263K
7.3K $260K
MU
Micron Technology Inc

Technology
1.35K
New
$104.88 - $168.89 $142K - $229K
1.35K $226K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
677
New
$256.21 - $323.54 $173K - $219K
677 $216K
CVX
Chevron Corp

Energy
1.4K
New
$145.57 - $161.83 $203K - $226K
1.4K $216K
SPG
Simon Property Group Inc

Real Estate
1.16K
New
$159.93 - $187.67 $185K - $217K
1.16K $216K
ETN
Eaton Corp PLC

Industrials
575
New
$342.99 - $392.76 $197K - $226K
575 $215K
TMO
Thermo Fisher Scientific Inc.

Healthcare
440
New
$404.94 - $499.99 $178K - $220K
440 $213K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.27K
New
$148.97 - $165.88 $190K - $211K
1.27K $209K
KCE
Spdr S&P Capital Markets ETF

ETFs
1.36K
New
$145.94 - $157.83 $199K - $215K
1.36K $208K
CSCO
Cisco Systems, Inc.

Technology
2.97K
New
$66.2 - $71.79 $197K - $213K
2.97K $203K
AMAT
Applied Materials Inc

Technology
987
New
$156.25 - $204.95 $154K - $202K
987 $202K
VBR
Vanguard Small Cap Value ETF

ETFs
966
New
$195.41 - $212.37 $189K - $205K
966 $201K
TIP
Ishares Tr Tips Bd ETF

ETFs
1.8K
New
$109.11 - $111.88 $196K - $201K
1.8K $200K
Blackrock Income Tr Inc
11.6K
New
N/A
11.6K $0
Calamos ETF Tr
73.2K
New
N/A
73.2K $0
Ishares Bitcoin Trust ETF
22.7K
New
N/A
22.7K $0
Hive Digital Technologies Lt
10K
New
N/A
10K $0
QTUM
ETF Ser Solutions Defiance Qua
2.58K
New
N/A
2.58K $0
GVAL
Cambria Global Value ETF
10K
New
N/A
10K $0
Calamos ETF Tr
7.89K
New
N/A
7.89K $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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