Wagner Wealth Management, LLC Purchases in Q1 2025

Wagner Wealth Management, LLC

  • $311 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
82.4K
+ 16.15%
$49.22 - $51.73 $4.06M - $4.26M
593K $29.9M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
159K
+ 7.73%
$24.5 - $24.95 $3.89M - $3.97M
2.22M $54.9M
JPIE
J P Morgan Exchange Traded Fd
73.7K
+ 13.15%
$45.46 - $46.18 $3.35M - $3.4M
634K $29.2M
JEPI
J P Morgan Exchange Traded Fd

ETFs
41.5K
+ 12.08%
$56.17 - $59.71 $2.33M - $2.48M
385K $21.8M
FID
First Tr Exchange Trded Fd Vi

ETFs
34.5K
+ 5.5%
$15.83 - $17.53 $546K - $605K
662K $11.5M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
5.69K
+ 6.01%
$58.04 - $65.84 $330K - $375K
100K $6.4M
JEMA
Jpmorgan Activebuilders Emergi

ETFs
16.4K
+ 10.3%
$36.46 - $39.9 $596K - $653K
175K $6.7M
MGK
Vanguard Mega Cap Growth ETF

ETFs
2.24K
New
$307.43 - $357.48 $687K - $799K
2.24K $689K
MGV
Vanguard Mega Cap Value

ETFs
4.89K
New
$123.61 - $133.01 $605K - $651K
4.89K $622K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
45.4K
+ 11.59%
$32.49 - $37.99 $1.48M - $1.73M
438K $14.7M
VRIG
Invesco Actively Managed ETF F

ETFs
14.1K
+ 7.54%
$25.06 - $25.19 $353K - $355K
201K $5.04M
RDVY
First Trust Rising Dividend Ac

ETFs
7.18K
+ 4.31%
$57.22 - $63.39 $411K - $455K
174K $10.2M
VZ
Verizon Communications Inc

Communication Services
133
+ 0.23%
$37.81 - $46.49 $5.03K - $6.18K
57.8K $2.62M
PM
Philip Morris International Inc.

Consumer Defensive
67
+ 1.05%
$117.15 - $158.79 $7.85K - $10.6K
6.46K $1.03M
PLTR
Palantir Technologies Inc.

Technology
2.91K
New
$64.98 - $124.62 $189K - $363K
2.91K $245K
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
13.3K
+ 16.85%
$18.12 - $19.21 $242K - $256K
92.5K $1.69M
DUK
Duke Energy Corp

Utilities
229
+ 1.55%
$105.87 - $121.97 $24.2K - $27.9K
15K $1.83M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.68K
New
$80.53 - $147.57 $135K - $247K
1.68K $221K
KO
Coca Cola CO

Consumer Defensive
3.06K
New
$60.81 - $72.32 $186K - $221K
3.06K $219K
EMLP
First Tr Exchange Traded Iv

ETFs
3.78K
+ 11.59%
$35.79 - $38.28 $135K - $145K
36.4K $1.36M
GILD
Gilead Sciences, Inc.

Healthcare
217
+ 2.49%
$89.14 - $117.41 $19.3K - $25.5K
8.93K $1M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
6.65K
+ 15.77%
$51.45 - $58.51 $342K - $389K
48.8K $2.53M
MO
Altria Group, Inc.

Consumer Defensive
588
+ 3.96%
$50.81 - $60.02 $29.9K - $35.3K
15.4K $925K
FVD
First Tr Value Line Divid Inde

ETFs
724
+ 0.61%
$42.61 - $45.51 $30.8K - $32.9K
120K $5.36M
IIM
Invesco Value Municipal Income Trust

Financial Services
11K
+ 28.11%
$11.84 - $12.49 $130K - $137K
50.1K $599K
ABBV
Abb Vie Inc.

Healthcare
14
+ 0.35%
$169.2 - $216.66 $2.37K - $3.03K
4.04K $847K
SO
Southern CO

Utilities
250
+ 2.93%
$80.96 - $92.96 $20.2K - $23.2K
8.78K $807K
VOT
Vanguard Mid Cap Growth Index

ETFs
408
New
$237.72 - $276.98 $97K - $113K
408 $99K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
1.41K
+ 12.43%
$50.03 - $50.27 $70.6K - $70.9K
12.8K $639K
GE
General Electric CO

Industrials
126
+ 9.71%
$168.59 - $212.13 $21.2K - $26.7K
1.42K $285K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
1.08K
+ 10.72%
$59.78 - $60.03 $64.6K - $64.9K
11.2K $668K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
3.1K
+ 20.85%
$18.54 - $18.88 $57.4K - $58.4K
17.9K $334K
VOE
Vanguard Mid Cap Value Index F

ETFs
360
New
$156.61 - $168.02 $56.4K - $60.5K
360 $57K
VBR
Vanguard Small Cap Value ETF

ETFs
296
New
$183.02 - $207.75 $54.2K - $61.5K
296 $54K
JMEE
J P Morgan Exchange Traded Fd

ETFs
29.5K
+ 8.79%
$54.51 - $63.63 $1.61M - $1.88M
366K $20.4M
SFST
Southern First Bancshares Inc

Financial Services
2.75K
+ 49.5%
$31.88 - $38.5 $87.7K - $106K
8.31K $273K
CAT
Caterpillar Inc

Industrials
209
+ 31.29%
$326.75 - $407.63 $68.3K - $85.2K
877 $289K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
9
+ 0.11%
$87.68 - $94.52 $789 - $851
8.11K $759K
JPM
Jpmorgan Chase & CO

Financial Services
32
+ 0.69%
$225.19 - $279.95 $7.21K - $8.96K
4.67K $1.15M
VBK
Vanguard Small Cap Growth ETF

ETFs
130
New
$247.97 - $296.33 $32.2K - $38.5K
130 $32K
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
128
+ 1.19%
$27.4 - $30.58 $3.51K - $3.91K
10.9K $330K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
506
+ 516.33%
$55.41 - $60.74 $28K - $30.7K
604 $34K
ROUS
Hartford Multifactor Us Equity

ETFs
615
+ 3.15%
$49.44 - $53.78 $30.4K - $33.1K
20.1K $1.02M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
733
+ 16.13%
$22.46 - $23.26 $16.5K - $17K
5.28K $122K
MCD
Mcdonalds Corp

Consumer Cyclical
3
+ 0.37%
$279.74 - $321.29 $839 - $964
814 $254K
FEMB
First Tr ETF Emerging Markets

ETFs
204
+ 1.54%
$25.88 - $27.49 $5.28K - $5.61K
13.4K $360K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
953
+ 2.3%
$18.01 - $18.31 $17.2K - $17.4K
42.3K $764K
FTSL
First Trust Senior Ln Fund

ETFs
994
+ 1.88%
$45.65 - $46.48 $45.4K - $46.2K
53.8K $2.46M
META
Meta Platforms, Inc.

Communication Services
35
+ 6.69%
$576.36 - $736.67 $20.2K - $25.8K
558 $321K
Activity Summary
Buys All Purchases 143 New Holdings 12 Increased Positions 131 Sells All Sells 41 Reductions 40 Sold out 1 Options Calls 0 Puts 0
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