Wmg Financial Advisors, LLC Purchases in Q4 2024

Wmg Financial Advisors, LLC

  • $215 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHO
Schwab Short Term Us Treasury

ETFs
5.42K
+ 104.21%
$24.06 - $48.88 $130K - $265K
10.6K $255K
Super Micro Computer Inc
6.61K
New
N/A
6.61K $0
AVGE
American Centy ETF Tr Avantis
342
+ 1.96%
N/A
17.8K $0
American Centy ETF Tr
11.5K
+ 11.0%
N/A
116K $0
Ea Series Trust
18.5K
New
N/A
18.5K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
14.9K
+ 23.78%
N/A
77.8K $0
American Centy ETF Tr
6.3K
+ 50.6%
N/A
18.8K $0
MBB
Ishares Tr

ETFs
152
+ 4.29%
$91.26 - $95.82 $13.9K - $14.6K
3.69K $338K
MCD
Mcdonalds Corp

Consumer Cyclical
31
+ 4.28%
$288.47 - $316.54 $8.94K - $9.81K
755 $218K
PSEC
Prospect Capital Corp

Financial Services
5.1K
+ 22.32%
$4.16 - $5.34 $21.2K - $27.2K
28K $120K
PG
Procter & Gamble CO

Consumer Defensive
48
+ 1.73%
$161.05 - $179.7 $7.73K - $8.63K
2.83K $474K
BNDX
Vanguard Total International B

ETFs
642
+ 1.98%
$48.91 - $50.61 $31.4K - $32.5K
33.1K $1.62M
VEA
Vanguard Ftse Developed Market

ETFs
346
+ 6.56%
$47.57 - $52.44 $16.5K - $18.1K
5.62K $268K
IDEV
Ishares Core Msci Intl Develop

ETFs
331
+ 6.51%
$64.18 - $70.42 $21.2K - $23.3K
5.42K $349K
PRU
Prudential Financial Inc

Financial Services
61
+ 0.63%
$114.59 - $129.52 $6.99K - $7.9K
9.69K $1.15M
AVIG
American Centy ETF Tr Avantis

ETFs
944
+ 3.26%
$40.48 - $42.48 $38.2K - $40.1K
29.9K $1.21M
FXR
First Trust Industrials/Produc

ETFs
8
+ 0.04%
$74.81 - $83.27 $598 - $666
20K $1.5M
ABBV
Abb Vie Inc.

Healthcare
93
+ 4.55%
$164.99 - $203.87 $15.3K - $19K
2.14K $379K
STWD
Starwood Property Trust, Inc.

Real Estate
15
+ 0.09%
$18.95 - $20.37 $284 - $306
16.7K $317K
HD
Home Depot, Inc.

Consumer Cyclical
9
+ 0.49%
$385.02 - $431.37 $3.47K - $3.88K
1.85K $717K
SCHV
Schwab Strategic Tr Us Large C

ETFs
12.4K
+ 192.58%
$25.79 - $80.4 $319K - $995K
18.8K $490K
XOM
Exxon Mobil Corp

Energy
492
+ 5.98%
$105.51 - $125.37 $51.9K - $61.7K
8.72K $937K
TMO
Thermo Fisher Scientific Inc.

Healthcare
10
+ 2.27%
$501.29 - $612.85 $5.01K - $6.13K
450 $234K
KLAC
Kla Corp

Technology
9
+ 2.88%
$614.46 - $829.55 $5.53K - $7.47K
322 $202K
EGP
Eastgroup Properties Inc

Real Estate
4
+ 0.21%
$158.74 - $185.14 $635 - $741
1.87K $300K
AVDE
American Centy ETF Tr Avantis

ETFs
16.8K
+ 8.72%
$60.9 - $66.69 $1.02M - $1.12M
209K $12.8M
FIW
First Trust Water ETF

ETFs
168
+ 1.1%
$102.02 - $110.91 $17.1K - $18.6K
15.4K $1.57M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
209
+ 1.12%
$58.88 - $64.8 $12.3K - $13.5K
18.9K $1.11M
VZ
Verizon Communications Inc

Communication Services
172
+ 0.79%
$39.6 - $45.21 $6.81K - $7.78K
22K $879K
BND
Vanguard Bd Index Fd Inc Total

ETFs
846
+ 1.64%
$71.75 - $75.11 $60.7K - $63.5K
52.5K $3.78M
NIO
Nio Inc.

Consumer Cyclical
104K
+ 37.71%
$4.31 - $7.21 $450K - $753K
382K $1.66M
AVDV
American Centy ETF Tr Avantis

ETFs
4.71K
+ 5.23%
$63.85 - $70.4 $301K - $332K
94.9K $6.18M
AVRE
American Centy ETF Tr Avantis
5.18K
+ 5.98%
$41.03 - $46.91 $213K - $243K
91.9K $3.85M
AVEM
American Centy ETF Tr Avantis

ETFs
5.58K
+ 5.71%
$58.59 - $66.14 $327K - $369K
103K $6.07M
Activity Summary
Buys All Purchases 85 New Holdings 13 Increased Positions 72 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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