Wagner Wealth Management, LLC Purchases in Q4 2024

Wagner Wealth Management, LLC

  • $295 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SRLN
Ssga Active Trust

ETFs
373
+ 2.73%
$41.48 - $42.08 $15.5K - $15.7K
14.1K $586K
META
Meta Platforms, Inc.

Communication Services
8
+ 1.55%
$554.08 - $632.68 $4.43K - $5.06K
523 $308K
SCHX
Schwab Strategic Tr Us Large C

ETFs
8.98K
+ 206.27%
$22.4 - $68.28 $201K - $613K
13.3K $308K
FYC
First Trust Small Cap Growth A

ETFs
11
+ 0.37%
$72.19 - $84.64 $794 - $931
2.99K $231K
SO
Southern CO

Utilities
849
+ 11.05%
$81.5 - $94.15 $69.2K - $79.9K
8.53K $702K
HD
Home Depot, Inc.

Consumer Cyclical
180
+ 4.76%
$385.02 - $431.37 $69.3K - $77.6K
3.96K $1.54M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.34K
+ 161.04%
$18.41 - $40.87 $24.6K - $54.6K
2.16K $40K
SCHO
Schwab Short Term Us Treasury

ETFs
573
+ 169.53%
$24.06 - $48.88 $13.8K - $28K
911 $21K
XLY
Select Sector Spdr Consumer Di

ETFs
1
+ 0.56%
$194.8 - $239.43 $195 - $239
180 $40K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
55
New
$98.47 - $109.35 $5.42K - $6.01K
55 $5K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
89
+ 8.86%
$48.48 - $49.47 $4.31K - $4.4K
1.09K $53K
IGV
Ishares Expanded Tech Software

ETFs
48
New
$87.5 - $110.17 $4.2K - $5.29K
48 $4K
PH
Parker Hannifin Corp

Industrials
1
+ 0.15%
$621.74 - $709.46 $622 - $709
682 $433K
XLF
Financial Sector Spdr

ETFs
4
+ 0.39%
$44.89 - $51.34 $180 - $205
1.03K $49K
FNDX
Schwab Fundamental U S Large C

ETFs
557
+ 277.11%
$23.49 - $71.77 $13.1K - $40K
758 $17K
SCHA
Schwab Strategic Tr Us Small C

ETFs
480
+ 115.66%
$25.33 - $51.16 $12.2K - $24.6K
895 $23K
TXN
Texas Instruments Inc

Technology
10
+ 0.68%
N/A
1.48K $288K
ROAM
Hartford Multifactor Emerging

ETFs
108
+ 720.0%
$22.81 - $25.56 $2.46K - $2.76K
123 $2K
SCHG
Schwab Strategic Tr Us Large C

ETFs
430
+ 344.0%
$25.93 - $105.3 $11.1K - $45.3K
555 $15K
RODE
Lattice Strtgies Tr Hartford M

ETFs
92
New
$27.41 - $29.85 $2.52K - $2.75K
92 $2K
SCHC
Schwab Strategic Tr Intl Small

ETFs
50
+ 32.47%
$33.93 - $38.37 $1.7K - $1.92K
204 $7K
NRZ
New Residential Investment Corp.

Real Estate
281
+ 2.36%
N/A
12.2K $88K
FNDF
Schwab Fundamental Intl Large

ETFs
85
+ 34.41%
$32.92 - $37.15 $2.8K - $3.16K
332 $11K
FYT
First Trust Small Cap

ETFs
82
+ 2.24%
$53.73 - $60.73 $4.41K - $4.98K
3.74K $205K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
74
+ 29.84%
$26.63 - $30.23 $1.97K - $2.24K
322 $8K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
111
+ 217.65%
$22.02 - $46.16 $2.44K - $5.12K
162 $3K
SCHP
Schwab Strategic Us Tips ETF

ETFs
189
+ 168.75%
$25.74 - $53.78 $4.86K - $10.2K
301 $7K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
16
New
$111.85 - $120.71 $1.79K - $1.93K
16 $1K
FV
First Trust Dorsey Wright Focu

ETFs
1
+ 0.06%
$57.47 - $62.82 $57.5 - $62.8
1.56K $92K
PSCC
Invesco S&P Smallcap Consumer

ETFs
1
+ 0.35%
$36.43 - $40.84 $36.4 - $40.8
290 $11K
SCHR
Schwab Intermediate Term Us Tr

ETFs
60
+ 230.77%
$24.19 - $50.58 $1.45K - $3.03K
86 $2K
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
32
+ 2.15%
N/A
1.52K $0
GAL
Ssga Active ETF Tr

ETFs
158
+ 2.94%
$44.18 - $45.9 $6.98K - $7.25K
5.53K $244K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
3
+ 1.39%
$51.33 - $53.74 $154 - $161
219 $11K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
2
+ 0.68%
$53.38 - $60.64 $107 - $121
296 $16K
ROSC
Hartford Multifactor Small Cap
7
+ 0.31%
N/A
2.25K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
5
+ 0.1%
N/A
4.96K $0
FTLS
First Tr Long/Short Equity ETF

ETFs
1
+ 3.85%
$63.1 - $67.29 $63.1 - $67.3
27 $1K
RGI
Invesco S&P 500 Equal Weight I

ETFs
1
+ 0.34%
N/A
297 $0
Ab Active Etfs Inc
9.7K
+ 8.54%
N/A
123K $0
FNDE
Schwab Fundamental Emerging Mk

ETFs
6
+ 13.95%
$28.89 - $33.95 $173 - $204
49 $1K
FNDC
Schwab Fundamental Intl Small

ETFs
5
+ 16.67%
$33.92 - $38.03 $170 - $190
35 $1K
FNDA
Schwab Fundamental U S Small C

ETFs
28
+ 103.7%
$29.26 - $59.11 $819 - $1.66K
55 $1K
PFM
Invesco Exchange Traded Fd Tr

ETFs
18
New
$45.72 - $48.2 $823 - $868
18 $0
Invesco Actively Managed Exc
255
+ 3.82%
N/A
6.93K $0
Ab Active Etfs Inc
1.58K
+ 0.41%
N/A
383K $0
Ab Active Etfs Inc
4.96K
+ 5.75%
N/A
91.2K $0
First Tr Exchange Traded Fd
45
+ 1.58%
N/A
2.89K $0
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.04%
$65.67 - $69.79 $65.7 - $69.8
2.3K $154K
Activity Summary
Buys All Purchases 148 New Holdings 21 Increased Positions 127 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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