Wmg Financial Advisors, LLC Portfolio Holdings
Wmg Financial Advisors, LLC
- $178 Million
- Q2 2024
Wmg Financial Advisors, LLC has filed its 13F form on July 30, 2024 for Q2 2024 where it was disclosed a total value porftolio of $178 Million distributed in 245 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 $37.8M, American Centy ETF Tr Avantis with a value of $21.5M, American Centy ETF Tr Avantis with a value of $11M, American Centy ETF Tr Avantis with a value of $5.62M, and Apple Inc. with a value of $5.54M.
Examining the 13F form we can see an increase of $10M in the current position value, from $168M to 178M.
Below you can find more details about Wmg Financial Advisors, LLC portfolio as well as his latest detailed transactions.