Wmg Financial Advisors, LLC New Holdings in Q2 2025

Wmg Financial Advisors, LLC

  • $246 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
4.4K
New
$82.32 - $112.47 $362K - $494K
4.4K $494K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
27.4K
New
$13.96 - $16.51 $382K - $452K
27.4K $445K
XLU
Utilities Sector Spdr

ETFs
4.25K
New
$73.09 - $82.77 $311K - $352K
4.25K $347K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.59K
New
$152.93 - $181.74 $244K - $290K
1.59K $289K
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.32K
New
$105.23 - $109.61 $244K - $254K
2.32K $253K
PPA
Invesco Exchange Traded Fd Tr

ETFs
1.7K
New
$105.2 - $141.69 $179K - $241K
1.7K $240K
IBLC
Ishares Tr Blockchain & Tech E

ETFs
5.99K
New
$21.9 - $39.27 $131K - $235K
5.99K $235K
GS
Goldman Sachs Group Inc

Financial Services
325
New
$462.22 - $707.75 $150K - $230K
325 $230K
VBK
Vanguard Small Cap Growth ETF

ETFs
812
New
$219.76 - $276.94 $178K - $225K
812 $224K
ISRG
Intuitive Surgical Inc

Healthcare
409
New
$451.58 - $565.94 $185K - $231K
409 $222K
INDA
Ishares Msci India Index Fund

ETFs
4.01K
New
$49.13 - $55.86 $197K - $224K
4.01K $222K
PPLT
Abrdn Platinum ETF Trust

ETFs
2.42K
New
N/A
2.42K $217K
IYW
Ishares Dj Us Tech ETF

ETFs
1.21K
New
$122.57 - $173.27 $148K - $209K
1.21K $209K
NSC
Norfolk Southern Corp

Industrials
816
New
$206.34 - $257.46 $168K - $210K
816 $208K
BSM
Black Stone Minerals, L.P.

Energy
15.8K
New
$12.78 - $15.36 $201K - $242K
15.8K $206K
WMB
Williams Companies, Inc.

Energy
3.25K
New
$54.33 - $62.87 $177K - $204K
3.25K $204K
XAR
Spdr S&P Aerospace & Defense E

ETFs
954
New
$144.94 - $210.94 $138K - $201K
954 $201K
VOE
Vanguard Mid Cap Value Index F

ETFs
1.22K
New
$141.87 - $164.49 $173K - $200K
1.22K $200K
AGNC
Agnc Investment Corp.

Real Estate
11.9K
New
$8.12 - $9.49 $96.4K - $113K
11.9K $109K
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
11K
New
$9.4 - $10.12 $103K - $111K
11K $104K
INVZ
Innoviz Technologies Ltd.

Consumer Cyclical
21K
New
$0.51 - $1.64 $10.7K - $34.4K
21K $34K
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
25.1K
New
N/A
25.1K $0
Seanergy Maritime Hldgs Corp
17.3K
New
N/A
17.3K $0
Calamos ETF Tr
9.67K
New
N/A
9.67K $0
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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