Rmg Wealth Management LLC Incresed Positions in Q4 2025

Rmg Wealth Management LLC

  • $772 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SCHA
Schwab Strategic Tr Us Small C

ETFs
3.65M
+ 256.3%
$27.17 - $28.65 $99.2M - $105M
5.08M $163B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.46M
+ 3940910.75%
$32.35 - $34.37 $47.2M - $50.1M
1.46M $45.3B
VTV
Vanguard Value ETF

ETFs
53K
+ 7.34%
$182.87 - $189.72 $9.69M - $10.1M
775K $154B
SCHX
Schwab Strategic Tr Us Large C

ETFs
195K
+ 9461.42%
$25.85 - $27.19 $5.03M - $5.29M
197K $5.66B
IJS
Ishares S&P Smallcap 600 Value

ETFs
4.28K
+ 9102.13%
$105.91 - $113.18 $453K - $484K
4.33K $471M
VIG
Vanguard Dividend Appreciation

ETFs
1.14K
+ 1725.76%
N/A
1.21K $270M
VTI
Vanguard Total Stock Market Et

ETFs
879
+ 122.77%
$321.8 - $337.95 $283K - $297K
1.6K $490M
GOOGL
Alphabet Inc.

Communication Services
321
+ 22.7%
$236.57 - $291.31 $75.9K - $93.5K
1.74K $574M
VEA
Vanguard Ftse Developed Market

ETFs
1.72K
+ 151.5%
$59.18 - $62.09 $102K - $107K
2.85K $209M
SCHV
Schwab Strategic Tr Us Large C

ETFs
4.06K
+ 744.59%
$28.46 - $29.45 $115K - $120K
4.6K $143M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.44K
+ 2.63%
$25.2 - $26.46 $36.2K - $38K
56K $1.49B
XOM
Exxon Mobil Corp

Energy
134
+ 6.04%
$110.64 - $119.78 $14.8K - $16.1K
2.35K $311M
FXH
First Tr Exchange Trd Fd Healt

ETFs
83
+ 12.26%
$109.58 - $114.05 $9.1K - $9.47K
760 $133M
SLV
I Shares Silver Trust

ETFs
6
+ 0.47%
$42.4 - $49.17 $254 - $295
1.29K $109M
LNT
Alliant Energy Corp

Utilities
958
+ 10.63%
$66.31 - $68.97 $63.5K - $66.1K
9.97K $664M
IVV
Ishares Core S&P 500 ETF

ETFs
46
+ 3.49%
$656.2 - $690.71 $30.2K - $31.8K
1.37K $934M
AMD
Advanced Micro Devices Inc

Technology
58
+ 3.53%
$164.01 - $264.33 $9.51K - $15.3K
1.7K $425M
APH
Amphenol Corp

Technology
236
+ 1180.0%
$121.7 - $143.85 $28.7K - $33.9K
256 $38.5M
AMAT
Applied Materials Inc

Technology
34
+ 13.99%
$209.95 - $240.89 $7.14K - $8.19K
277 $89.6M
AMGN
Amgen Inc

Healthcare
30
+ 5.86%
$290.13 - $341.71 $8.7K - $10.3K
542 $190M
MA
Mastercard Inc

Financial Services
54
+ 1800.0%
$536.85 - $580.45 $29K - $31.3K
57 $30M
CAT
Caterpillar Inc

Industrials
13
+ 9.56%
$480.82 - $585.49 $6.25K - $7.61K
149 $95.7M
Ishares Bitcoin ETF
533
+ 32.94%
N/A
2.15K $118M
PFG
Principal Financial Group Inc

Financial Services
67
+ 6.75%
$78.39 - $85.26 $5.25K - $5.71K
1.06K $97.4M
TSLA
Tesla, Inc.

Consumer Cyclical
40
+ 6.06%
$401.99 - $468.37 $16.1K - $18.7K
700 $305M
V
Visa Inc.

Financial Services
62
+ 41.33%
$325.75 - $352.42 $20.2K - $21.9K
212 $69M
Ge Vernova Inc
7
+ 6.48%
N/A
115 $74.9M
MSI
Motorola Solutions, Inc.

Technology
45
+ 204.55%
$379.98 - $462.26 $17.1K - $20.8K
67 $26.6M
SYK
Stryker Corp

Healthcare
51
+ 35.92%
$353.81 - $388.35 $18K - $19.8K
193 $69.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
30
+ 35.29%
$475.68 - $513.11 $14.3K - $15.4K
115 $55.5M
ADI
Analog Devices Inc

Technology
15
+ 13.76%
$225.32 - $246.37 $3.38K - $3.7K
124 $38.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
73
+ 29.8%
$114.27 - $121.15 $8.34K - $8.84K
318 $41.7M
ICE
Intercontinental Exchange, Inc.

Financial Services
66
+ 660.0%
$145.59 - $162.64 $9.61K - $10.7K
76 $13.1M
ABBV
Abb Vie Inc.

Healthcare
73
+ 20.92%
$211.96 - $244.38 $15.5K - $17.8K
422 $91.8M
IWF
Ishares Russell 1000 Gr ETF

ETFs
26
+ 11.82%
$459.47 - $491.71 $11.9K - $12.8K
246 $114M
GE
General Electric CO

Industrials
30
+ 6.79%
$291.49 - $314.28 $8.74K - $9.43K
472 $142M
INTU
Intuit Inc

Technology
29
+ 59.18%
$641.79 - $683.39 $18.6K - $19.8K
78 $41.7M
VUG
Vanguard Growth ETF

ETFs
18
+ 2.47%
$470.44 - $504.26 $8.47K - $9.08K
748 $359M
FDX
Fedex Corp

Industrials
9
+ 14.75%
$224.63 - $268.67 $2.02K - $2.42K
70 $21.6M
LOW
Lowes Companies Inc

Consumer Cyclical
17
+ 34.0%
$225.0 - $247.99 $3.83K - $4.22K
67 $18.6M
WFC
Wells Fargo & Company

Financial Services
5
+ 0.4%
$77.62 - $87.3 $388 - $437
1.27K $111M
TPR
Tapestry, Inc.

Consumer Cyclical
4
+ 1.48%
$98.81 - $117.14 $395 - $469
274 $36.4M
Abbott Labs
110
+ 24.28%
N/A
563 $63M
QCOM
Qualcomm Inc

Technology
30
+ 50.0%
$153.59 - $187.68 $4.61K - $5.63K
90 $14.2M
ATO
Atmos Energy Corp

Utilities
49
+ 10.84%
$168.85 - $179.19 $8.27K - $8.78K
501 $83.1M
BAC
Bank Of America Corp

Financial Services
38
+ 6.46%
$48.65 - $54.11 $1.85K - $2.06K
626 $32.9M
BIIB
Biogen Inc.

Healthcare
5
+ 6.25%
$142.26 - $167.55 $711 - $838
85 $14.8M
MAR
Marriott International Inc

Consumer Cyclical
3
+ 27.27%
$259.04 - $291.9 $777 - $876
14 $4.54M
XLK
Technology Sector Spdr

ETFs
382
+ 100.0%
$278.39 - $304.13 $106K - $116K
764 $110M
Activity Summary
Buys All Purchases 275 New Holdings 210 Increased Positions 65 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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