Wmg Financial Advisors, LLC Purchases in Q3 2025

Wmg Financial Advisors, LLC

  • $273 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
9.04K
New
$214.92 - $244.84 $1.94M - $2.21M
9.04K $2.19M
BLOK
Amplify ETF Tr Trnsformational

ETFs
30.1K
New
$56.05 - $67.13 $1.69M - $2.02M
30.1K $2.02M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
11.7K
+ 266.81%
$110.74 - $122.12 $1.3M - $1.43M
16.1K $1.95M
XLE
Energy Sector Spdr

ETFs
15.3K
+ 94.7%
$84.25 - $91.99 $1.29M - $1.41M
31.4K $2.81M
VGT
Vanguard Information Technolog

ETFs
1.38K
+ 40.32%
$656.44 - $753.15 $905K - $1.04M
4.8K $3.58M
GLD
Spdr Gold Trust

ETFs
2.12K
+ 29.0%
$300.96 - $355.47 $639K - $754K
9.44K $3.36M
AVDV
American Centy ETF Tr Avantis

ETFs
434
+ 0.43%
$79.24 - $89.03 $34.4K - $38.6K
102K $9.08M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
52.6K
+ 192.32%
$14.94 - $16.82 $786K - $885K
80K $1.19M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
16.5K
+ 55.87%
$46.51 - $50.07 $767K - $826K
46K $2.16M
OSTK
Overstock.Com, Inc

Consumer Cyclical
24.4K
+ 45.64%
N/A
77.7K $1.99M
GOOGL
Alphabet Inc.

Communication Services
355
+ 5.74%
$174.36 - $254.72 $61.9K - $90.4K
6.54K $1.59M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
297
+ 5.73%
$567.77 - $614.76 $169K - $183K
5.48K $3.35M
SLV
I Shares Silver Trust

ETFs
6.08K
+ 54.06%
$32.73 - $42.5 $199K - $259K
17.3K $734K
VOOV
Vanguard S&P 500 Value ETF

ETFs
1.75K
New
$187.97 - $199.47 $329K - $349K
1.75K $349K
BDN
Brandywine Realty Trust

Real Estate
77.5K
+ 92.26%
$3.81 - $4.58 $295K - $355K
162K $673K
WTAI
Wisdomtree Tr Artificial Intel

ETFs
11K
New
$24.13 - $29.07 $264K - $318K
11K $312K
PALL
Abrdn Palladium ETF Trust

ETFs
2.73K
New
$99.79 - $117.24 $272K - $319K
2.73K $311K
PINK
Simplify Exchange Traded Fds S

ETFs
9.52K
New
$28.44 - $31.71 $271K - $302K
9.52K $301K
APP
App Lovin Corp

Technology
412
New
$335.1 - $718.54 $138K - $296K
412 $296K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.15K
New
$236.25 - $257.69 $272K - $296K
1.15K $294K
MSFT
Microsoft Corp

Technology
187
+ 2.01%
$491.09 - $535.64 $91.8K - $100K
9.5K $4.92M
UFO
Procure ETF Tr Ii Procure Spac

ETFs
7.3K
New
$28.59 - $36.06 $209K - $263K
7.3K $260K
QQQ
Invesco Qqq Trust, Series 1

ETFs
115
+ 2.99%
$546.99 - $602.2 $62.9K - $69.3K
3.96K $2.38M
PHO
Invesco Exchange Traded Fd Tr

ETFs
3.32K
New
$69.62 - $73.99 $231K - $246K
3.32K $239K
MU
Micron Technology Inc

Technology
1.35K
New
$104.88 - $168.89 $142K - $229K
1.35K $226K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
677
New
$256.21 - $323.54 $173K - $219K
677 $216K
CVX
Chevron Corp

Energy
1.4K
New
$145.57 - $161.83 $203K - $226K
1.4K $216K
SPG
Simon Property Group Inc

Real Estate
1.16K
New
$159.93 - $187.67 $185K - $217K
1.16K $216K
ETN
Eaton Corp PLC

Industrials
575
New
$342.99 - $392.76 $197K - $226K
575 $215K
TMO
Thermo Fisher Scientific Inc.

Healthcare
440
New
$404.94 - $499.99 $178K - $220K
440 $213K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.27K
New
$148.97 - $165.88 $190K - $211K
1.27K $209K
KCE
Spdr S&P Capital Markets ETF

ETFs
1.36K
New
$145.94 - $157.83 $199K - $215K
1.36K $208K
CSCO
Cisco Systems, Inc.

Technology
2.97K
New
$66.2 - $71.79 $197K - $213K
2.97K $203K
AMAT
Applied Materials Inc

Technology
987
New
$156.25 - $204.95 $154K - $202K
987 $202K
VBR
Vanguard Small Cap Value ETF

ETFs
966
New
$195.41 - $212.37 $189K - $205K
966 $201K
TIP
Ishares Tr Tips Bd ETF

ETFs
1.8K
New
$109.11 - $111.88 $196K - $201K
1.8K $200K
AMZN
Amazon Com Inc

Consumer Cyclical
803
+ 8.14%
$211.65 - $238.24 $170K - $191K
10.7K $2.34M
RF
Regions Financial Corp

Financial Services
113
+ 0.21%
$24.03 - $27.41 $2.72K - $3.1K
55.1K $1.45M
WMT
Walmart Inc.

Consumer Defensive
222
+ 0.98%
$94.4 - $104.27 $21K - $23.1K
22.8K $2.35M
CRWD
Crowd Strike Holdings, Inc.

Technology
295
+ 35.59%
$412.46 - $514.1 $122K - $152K
1.12K $551K
RSP
Invesco S&P 500 Equal Weight E

ETFs
593
+ 37.2%
$181.56 - $190.33 $108K - $113K
2.19K $414K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
2.12K
+ 10.17%
$48.72 - $50.73 $103K - $107K
23K $1.13M
PPA
Invesco Exchange Traded Fd Tr

ETFs
541
+ 31.82%
$139.82 - $155.45 $75.6K - $84.1K
2.24K $348K
CAT
Caterpillar Inc

Industrials
45
+ 4.71%
$390.92 - $477.15 $17.6K - $21.5K
1K $477K
PRN
Invesco Dwa Industrials Moment

ETFs
453
+ 25.97%
$154.53 - $172.77 $70K - $78.3K
2.2K $379K
IBLC
Ishares Tr Blockchain & Tech E

ETFs
89
+ 1.48%
$38.97 - $55.39 $3.47K - $4.93K
6.08K $336K
PNQI
Invesco Nasdaq Internet ETF

ETFs
1.42K
+ 24.44%
$51.24 - $57.08 $72.6K - $80.9K
7.22K $402K
PPLT
Abrdn Platinum ETF Trust

ETFs
1.05K
+ 43.39%
N/A
3.47K $311K
JPM
Jpmorgan Chase & CO

Financial Services
58
+ 1.99%
$282.78 - $316.06 $16.4K - $18.3K
2.97K $935K
Activity Summary
Buys All Purchases 88 New Holdings 30 Increased Positions 58 Sells All Sells 90 Reductions 90 Sold out 0 Options Calls 0 Puts 0
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