Wmg Financial Advisors, LLC has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $214 Million distributed in 279 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 $45.2M, American Centy ETF Tr Avantis with a value of $25.5M, American Centy ETF Tr Avantis with a value of $14.4M, American Centy ETF Tr Avantis with a value of $6.92M, and American Centy ETF Tr Avantis with a value of $6.43M.
Examining the 13F form we can see an decrease of $1.11M in the current position value, from $215M to 214M.
Below you can find more details about Wmg Financial Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$214 Million
ETFs: $152 Million
Technology: $18.1 Million
Consumer Defensive: $7.9 Million
Financial Services: $7.72 Million
Communication Services: $6.75 Million
Consumer Cyclical: $5.22 Million
Healthcare: $2.69 Million
Energy: $1.61 Million
Other: $3.57 Million
Stock Holdings Table Market Cap. of $200 Billions or more
