Wagner Wealth Management, LLC Portfolio Holdings

Wagner Wealth Management, LLC has filed its 13F form on October 10, 2024 for Q3 2024 where it was disclosed a total value porftolio of $284 Million distributed in 227 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Tr ETF Viii Tcw Unconstr with a value of $43M, Ft Cboe Vest S&P 500 Dividend with a value of $27M, J P Morgan Exchange Traded Fd with a value of $24.8M, J P Morgan Exchange Traded Fd with a value of $19.3M, and J P Morgan Exchange Traded Fd with a value of $19M.

Examining the 13F form we can see an increase of $27.7M in the current position value, from $256M to 284M.

Wagner Wealth Management, LLC is based out at Greenville, SC

Below you can find more details about Wagner Wealth Management, LLC portfolio as well as his latest detailed transactions.