Wmg Financial Advisors, LLC has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $215 Million distributed in 272 stocks.
Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $45M, American Centy ETF Tr Avantis with a value of $26.3M, American Centy ETF Tr Avantis with a value of $12.8M, Apple Inc. with a value of $6.89M, and American Centy ETF Tr Avantis with a value of $6.18M.
Examining the 13F form we can see an increase of $8.63M in the current position value, from $206M to 215M.
Below you can find more details about Wmg Financial Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$215 Million
ETFs: $151 Million
Technology: $19.2 Million
Financial Services: $8.24 Million
Consumer Defensive: $7.4 Million
Communication Services: $6.02 Million
Consumer Cyclical: $5.57 Million
Healthcare: $2.56 Million
Real Estate: $1.9 Million
Other: $4.63 Million
Stock Holdings Table Market Cap. of $200 Billions or more
