Wagner Wealth Management, LLC Sells in Q1 2025

Wagner Wealth Management, LLC

  • $311 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PDI
Pimco Dynamic Income Fund

Financial Services
-209K
- 36.34%
$18.51 - $20.05 $3.88M - $4.2M
367K $7.26M
AAPL
Apple Inc.

Technology
-65
- 0.25%
$209.68 - $247.1 $13.6K - $16.1K
25.7K $5.71M
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
-9.2K
- 5.48%
$29.02 - $34.76 $267K - $320K
159K $4.83M
MSFT
Microsoft Corp

Technology
-106
- 1.19%
$375.39 - $447.2 $39.8K - $47.4K
8.82K $3.31M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-207
- 3.37%
$468.34 - $539.52 $96.9K - $112K
5.94K $2.78M
FDN
First Tr Fd Dow Jones

ETFs
-253
- 2.91%
$221.38 - $266.86 $56K - $67.5K
8.45K $1.88M
GOOG
Alphabet Inc.

Communication Services
-48
- 0.73%
$156.06 - $207.71 $7.49K - $9.97K
6.55K $1.02M
V
Visa Inc.

Financial Services
-378
- 28.17%
$306.92 - $362.71 $116K - $137K
964 $337K
GIS
General Mills Inc

Consumer Defensive
-977
- 15.63%
$57.56 - $65.3 $56.2K - $63.8K
5.27K $315K
MA
Mastercard Inc

Financial Services
-174
- 21.07%
$504.67 - $576.31 $87.8K - $100K
652 $357K
MRK
Merck & Co., Inc.

Healthcare
-154
- 2.69%
$83.01 - $101.02 $12.8K - $15.6K
5.58K $500K
CSCO
Cisco Systems, Inc.

Technology
-1.18K
- 23.27%
$58.74 - $64.87 $69.1K - $76.4K
3.88K $239K
VTV
Vanguard Value ETF

ETFs
-336
- 98.82%
$167.73 - $179.21 $56.4K - $60.2K
4 $0
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-667
- 6.3%
$97.38 - $104.52 $65K - $69.7K
9.93K $1M
GOOGL
Alphabet Inc.

Communication Services
-27
- 3.0%
$154.33 - $206.19 $4.17K - $5.57K
872 $134K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-35
- 10.36%
$507.05 - $563.67 $17.7K - $19.7K
303 $155K
PEP
Pepsico Inc

Consumer Defensive
-115
- 3.56%
$142.64 - $156.42 $16.4K - $18K
3.11K $466K
HYLS
First Tr Tactical High Yield L

ETFs
-348
- 1.37%
$40.95 - $41.77 $14.3K - $14.5K
25K $1.03M
TFC
Truist Financial Corp

Financial Services
-28
- 0.42%
$39.48 - $48.15 $1.11K - $1.35K
6.63K $272K
PSCC
Invesco S&P Smallcap Consumer

ETFs
-231
- 79.66%
$34.35 - $38.58 $7.93K - $8.91K
59 $2K
XLY
Select Sector Spdr Consumer Di

ETFs
-14
- 7.78%
$192.6 - $233.2 $2.7K - $3.26K
166 $32K
PSCH
Invesco S&P Smallcap Health Ca

ETFs
-168
- 81.16%
$41.0 - $48.93 $6.89K - $8.22K
39 $1K
FXU
First Tr Exchange Traded Fd Ut

ETFs
-169
- 82.04%
$37.42 - $41.14 $6.32K - $6.95K
37 $1K
TDIV
First Trust Nasdaq Technology

ETFs
-20
- 10.7%
$73.39 - $83.95 $1.47K - $1.68K
167 $12K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-7
- 1.15%
$100.32 - $100.76 $702 - $705
601 $60K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-38
- 0.57%
N/A
6.62K $208K
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
-38
- 97.44%
$27.77 - $31.75 $1.06K - $1.21K
1 $0
KBWY
Invesco ETF Tr Ii Kbw Premium

ETFs
-50
- 81.97%
$16.62 - $17.97 $831 - $899
11 $0
FXZ
First Tr Exchange Traded Fd Fi

ETFs
-14
- 6.42%
$54.79 - $60.63 $767 - $849
204 $11K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
-1
Closed
$46.53 - $53.12 $46.5 - $53.1
0 $0
PLW
Invesco 1 30 Laddered Treasury

ETFs
-109
- 49.32%
N/A
112 $0
ROSC
Hartford Multifactor Small Cap
-491
- 21.82%
N/A
1.76K $0
FTCS
First Trust Capital Strength E

ETFs
-11
- 3.59%
$86.39 - $91.35 $950 - $1K
295 $26K
RGI
Invesco S&P 500 Equal Weight I

ETFs
-48
- 16.16%
N/A
249 $0
FSCO
Fs Cr Opportunities Corp Com
-1.22M
- 35.43%
N/A
2.23M $0
BOND
Pimco Active Bond Exchange Tra

ETFs
-1
- 0.05%
$89.27 - $92.9 $89.3 - $92.9
2.07K $190K
JNJ
Johnson & Johnson

Healthcare
-224
- 5.71%
$142.06 - $167.7 $31.8K - $37.6K
3.7K $613K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-12
- 1.08%
$442.66 - $534.52 $5.31K - $6.41K
1.1K $584K
XOM
Exxon Mobil Corp

Energy
-110
- 0.77%
$105.44 - $118.93 $11.6K - $13.1K
14.2K $1.69M
T
At&T Inc.

Communication Services
-9.55K
- 7.55%
$21.56 - $28.28 $206K - $270K
117K $3.31M
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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