Wmg Financial Advisors, LLC has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $206 Million distributed in 277 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 $42.3M, American Centy ETF Tr Avantis with a value of $24.4M, American Centy ETF Tr Avantis with a value of $12.9M, Apple Inc. with a value of $6.5M, and American Centy ETF Tr Avantis with a value of $6.37M.
Examining the 13F form we can see an increase of $28.4M in the current position value, from $178M to 206M.
Below you can find more details about Wmg Financial Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$206 Million
ETFs: $145 Million
Technology: $18.4 Million
Financial Services: $9.09 Million
Consumer Defensive: $7.38 Million
Communication Services: $5.77 Million
Consumer Cyclical: $5.43 Million
Real Estate: $2.13 Million
Healthcare: $1.85 Million
Other: $3.33 Million
Stock Holdings Table Market Cap. of $200 Billions or more
