Wmg Financial Advisors, LLC Sells in Q3 2025

Wmg Financial Advisors, LLC

  • $273 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NIO
Nio Inc.

Consumer Cyclical
-438K
- 92.22%
$3.41 - $7.62 $1.49M - $3.34M
36.9K $281K
IBM
International Business Machines Corp

Technology
-1.58K
- 55.29%
$234.77 - $292.47 $372K - $463K
1.28K $361K
AVRE
American Centy ETF Tr Avantis
-11.4K
- 12.08%
$43.53 - $45.34 $496K - $517K
83K $3.69M
UPST
Upstart Holdings, Inc.

Financial Services
-2.65K
- 14.32%
$50.8 - $84.13 $135K - $223K
15.9K $805K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-8.91K
- 33.77%
$28.92 - $32.19 $258K - $287K
17.5K $557K
TQQQ
Proshares Ultrapro Qqq

ETFs
-2.97K
- 58.14%
$80.89 - $104.72 $240K - $311K
2.14K $220K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-4K
- 44.44%
$50.81 - $51.07 $203K - $204K
5K $255K
FDL
First Tr Morningstar Dividend

ETFs
-3.82K
- 30.39%
$41.96 - $44.59 $160K - $170K
8.75K $379K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-1.95K
- 37.12%
$67.48 - $71.55 $132K - $140K
3.3K $234K
CRM
Salesforce, Inc.

Technology
-68
- 6.02%
$231.66 - $273.65 $15.8K - $18.6K
1.06K $251K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-616
- 13.1%
$85.01 - $90.35 $52.4K - $55.7K
4.09K $365K
FVD
First Tr Value Line Divid Inde

ETFs
-1.19K
- 19.49%
$44.73 - $46.86 $53.1K - $55.7K
4.91K $226K
FSIG
First Tr ETF Iv LTD Duration I
-2.44K
- 18.65%
$19.03 - $19.33 $46.4K - $47.1K
10.6K $204K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-944
- 9.57%
$94.17 - $99.95 $88.9K - $94.4K
8.92K $891K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-830
- 14.69%
$49.78 - $50.75 $41.3K - $42.1K
4.82K $244K
IDEV
Ishares Core Msci Intl Develop

ETFs
-756
- 14.52%
$74.68 - $80.26 $56.5K - $60.7K
4.45K $356K
PRU
Prudential Financial Inc

Financial Services
-8
- 0.08%
$100.68 - $109.89 $805 - $879
9.92K $1.03M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-2.2K
- 11.45%
$27.61 - $29.15 $60.7K - $64.1K
17K $495K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-969
- 7.02%
$43.36 - $44.8 $42K - $43.4K
12.8K $570K
BNDX
Vanguard Total International B

ETFs
-581
- 1.6%
$49.0 - $49.51 $28.5K - $28.8K
35.8K $1.77M
VDE
Vanguard Energy ETF

ETFs
-355
- 16.0%
$118.37 - $129.65 $42K - $46K
1.86K $234K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-645
- 8.7%
$87.29 - $93.61 $56.3K - $60.4K
6.77K $632K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-700
- 10.28%
$42.75 - $43.37 $29.9K - $30.4K
6.11K $264K
HD
Home Depot, Inc.

Consumer Cyclical
-248
- 12.4%
$357.4 - $423.42 $88.6K - $105K
1.75K $709K
KO
Coca Cola CO

Consumer Defensive
-158
- 4.93%
$65.67 - $71.67 $10.4K - $11.3K
3.05K $202K
FXG
First Tr Exchange Traded First

ETFs
-314
- 8.31%
$61.54 - $65.93 $19.3K - $20.7K
3.46K $216K
MBB
Ishares Tr

ETFs
-261
- 7.6%
$92.46 - $95.73 $24.1K - $25K
3.18K $302K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-696
- 5.31%
$33.26 - $34.01 $23.1K - $23.7K
12.4K $420K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-400
- 6.96%
$49.05 - $49.99 $19.6K - $20K
5.35K $266K
QQXT
First Tr Nasdaq 100 Ex Techno

ETFs
-163
- 3.29%
$96.91 - $101.22 $15.8K - $16.5K
4.79K $473K
IEV
Ishares Tr Europe ETF

ETFs
-559
- 5.47%
$61.37 - $65.49 $34.3K - $36.6K
9.66K $632K
TMUS
T Mobile Us, Inc.

Communication Services
-65
- 6.15%
$226.02 - $259.01 $14.7K - $16.8K
992 $237K
VDC
Vanguard Consumer Staples ETF

ETFs
-22
- 1.86%
$212.64 - $225.25 $4.68K - $4.96K
1.16K $247K
FIW
First Trust Water ETF

ETFs
-644
- 4.44%
$107.54 - $115.08 $69.3K - $74.1K
13.9K $1.56M
FTGC
First Trust Global Tactical CO

ETFs
-1.22K
- 5.78%
$24.67 - $26.32 $30K - $32.1K
19.8K $514K
FXR
First Trust Industrials/Produc

ETFs
-989
- 5.29%
$75.64 - $80.06 $74.8K - $79.2K
17.7K $1.38M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-65
- 2.81%
$107.66 - $112.36 $7K - $7.3K
2.25K $250K
VZ
Verizon Communications Inc

Communication Services
-320
- 1.85%
$40.84 - $45.06 $13.1K - $14.4K
17K $747K
Super Micro Computer Inc
-1K
- 14.59%
N/A
5.86K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-67K
- 60.36%
N/A
44K $0
Blackrock Income Tr Inc
-1.5K
- 11.45%
N/A
11.6K $0
AVGE
American Centy ETF Tr Avantis
-1.85K
- 10.0%
N/A
16.7K $0
FTXL
First Tr ETF Vi Nasdaq Semicon
-864
- 7.65%
N/A
10.4K $0
Ea Series Trust
-1K
- 4.26%
N/A
22.5K $0
American Centy ETF Tr
-1.57K
- 1.12%
N/A
138K $0
FNY
First Trust Mid Cap Growth Alp
-221
- 6.11%
N/A
3.4K $0
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-102
- 3.12%
$459.11 - $506.91 $46.8K - $51.7K
3.17K $1.59M
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
-289
- 2.64%
$9.39 - $10.12 $2.71K - $2.92K
10.7K $108K
VBK
Vanguard Small Cap Growth ETF

ETFs
-40
- 4.93%
$276.51 - $305.12 $11.1K - $12.2K
772 $229K
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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