Wmg Financial Advisors, LLC has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $246 Million distributed in 305 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 $51.3M, American Centy ETF Tr Avantis with a value of $27.8M, American Centy ETF Tr Avantis with a value of $16.5M, American Centy ETF Tr Avantis with a value of $8.05M, and American Centy ETF Tr Avantis with a value of $7.58M.
Examining the 13F form we can see an increase of $32.3M in the current position value, from $214M to 246M.
Below you can find more details about Wmg Financial Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$246 Million
ETFs: $175 Million
Technology: $22.9 Million
Financial Services: $8.63 Million
Consumer Defensive: $8.19 Million
Communication Services: $6.97 Million
Consumer Cyclical: $6.62 Million
Healthcare: $2.36 Million
Industrials: $2.24 Million
Other: $4.19 Million
Stock Holdings Table Market Cap. of $200 Billions or more
