$140 Million is the total value of Wagner Wealth Management, LLC's 697 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 29.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PCI | Sell | PIMCO DYNAMIC CR INCOME FD | $7,942,000 | -1.4% | 354,883 | -1.9% | 5.69% | -10.1% |
| PKO | Sell | PIMCO INCOME OPPORTUNITY FD | $4,636,000 | -1.9% | 173,943 | -3.2% | 3.32% | -10.5% |
| LMBS | Sell | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $4,458,000 | -10.7% | 87,577 | -10.4% | 3.20% | -18.5% |
| FTSM | Sell | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $2,239,000 | -13.4% | 37,360 | -13.3% | 1.60% | -20.9% |
| RMM | Sell | RIVERNORTH MANAGED DUR MUN I | $1,768,000 | +4.4% | 87,180 | -4.2% | 1.27% | -4.7% |
| BGB | Sell | BLACKSTONE STRATEGIC CREDIT | $1,479,000 | +4.1% | 106,179 | -0.4% | 1.06% | -5.1% |
| BGX | Sell | BLACKSTONE LONG SHORT CR INC | $1,276,000 | +4.8% | 84,409 | -2.0% | 0.92% | -4.4% |
| GGM | Sell | GUGGENHEIM CR ALLOCATION FD | $1,249,000 | +3.4% | 57,117 | -0.7% | 0.90% | -5.7% |
| NRGX | Sell | PIMCO ENERGY & TACTICAL CR O | $1,145,000 | +19.0% | 91,600 | -1.5% | 0.82% | +8.6% |
| ARKK | Sell | ARK ETF TRinnovation etf | $1,114,000 | +6.1% | 8,521 | -2.7% | 0.80% | -3.2% |
| PBCT | Sell | PEOPLES UNITED FINANCIAL INC | $1,084,000 | -5.3% | 63,255 | -1.1% | 0.78% | -13.7% |
| UTF | Sell | COHEN & STEERS INFRASTRUCTUR | $1,052,000 | 0.0% | 36,677 | -2.7% | 0.75% | -8.8% |
| DUK | Sell | DUKE ENERGY CORP NEW | $962,000 | +0.7% | 9,749 | -1.5% | 0.69% | -8.0% |
| SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $949,000 | +1.9% | 15,579 | -2.7% | 0.68% | -7.1% |
| ARKG | Sell | ARK ETF TRgenomic rev etf | $922,000 | -4.2% | 9,971 | -8.1% | 0.66% | -12.6% |
| AMZN | Sell | AMAZON COM INC | $908,000 | +7.1% | 264 | -3.6% | 0.65% | -2.3% |
| MMIN | Sell | INDEXIQ ACTIVE ETF TRiq mackay insred | $840,000 | -32.0% | 30,349 | -33.0% | 0.60% | -37.9% |
| BEN | Sell | FRANKLIN RESOURCES INC | $763,000 | +5.5% | 23,865 | -2.4% | 0.55% | -3.7% |
| ARKF | Sell | ARK ETF TRfintech innova | $729,000 | -2.1% | 13,481 | -7.5% | 0.52% | -10.6% |
| ARKQ | Sell | ARK ETF TRautnmus technlgy | $716,000 | -6.4% | 8,300 | -9.0% | 0.51% | -14.6% |
| ARKW | Sell | ARK ETF TRnext gnrtn inter | $713,000 | -5.7% | 4,626 | -9.8% | 0.51% | -14.0% |
| PHK | Sell | PIMCO HIGH INCOME FD | $652,000 | -0.5% | 95,275 | -1.9% | 0.47% | -9.3% |
| AFIN | Sell | AMERICAN FIN TR INC | $618,000 | -14.3% | 72,909 | -0.7% | 0.44% | -21.9% |
| JPI | Sell | NUVEEN PFD & INCOME TERM FD | $575,000 | -9.4% | 22,550 | -11.2% | 0.41% | -17.4% |
| HYMB | Sell | SPDR SER TRnuveen bbg brcly | $481,000 | +1.3% | 7,914 | -1.1% | 0.34% | -7.5% |
| VTA | Sell | INVESCO DYNAMIC CR OPPORTUNI | $382,000 | -1.8% | 32,250 | -5.8% | 0.27% | -10.5% |
| RYH | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $346,000 | +6.8% | 1,180 | -2.4% | 0.25% | -2.7% |
| SRLN | Sell | SSGA ACTIVE ETF TRblackstone senr | $341,000 | -18.2% | 7,357 | -19.2% | 0.24% | -25.6% |
| V | Sell | VISA INC | $322,000 | +9.9% | 1,376 | -0.6% | 0.23% | +0.4% |
| SB | Sell | SAFE BULKERS INC | $318,000 | +47.2% | 79,269 | -9.9% | 0.23% | +34.1% |
| JHMM | Sell | JOHN HANCOCK EXCHANGE TRADEDmultifactor mi | $296,000 | +5.0% | 5,718 | -0.3% | 0.21% | -4.5% |
| GLTR | Sell | ABERDEEN STD PRECIOUS METALSphyscl pm basket | $254,000 | +1.2% | 2,629 | -2.8% | 0.18% | -7.6% |
| PYPL | Sell | PAYPAL HLDGS INC | $252,000 | -10.6% | 865 | -25.4% | 0.18% | -18.5% |
| FV | Sell | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $245,000 | -2.4% | 5,179 | -7.7% | 0.18% | -10.7% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $239,000 | +1.3% | 654 | -1.5% | 0.17% | -7.6% |
| MO | Sell | ALTRIA GROUP INC | $223,000 | -30.7% | 4,668 | -25.7% | 0.16% | -36.8% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $201,000 | -28.0% | 1,498 | -30.2% | 0.14% | -34.2% |
| RYT | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $185,000 | +1.1% | 639 | -6.0% | 0.13% | -7.6% |
| SLYV | Sell | SPDR SER TRs&p 600 smcp val | $182,000 | +0.6% | 2,119 | -4.0% | 0.13% | -8.5% |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $180,000 | -10.0% | 2,385 | -13.1% | 0.13% | -17.8% |
| IDLV | Sell | INVESCO EXCH TRADED FD TR IIs&p intl low | $180,000 | -3.2% | 5,832 | -4.7% | 0.13% | -11.6% |
| TDV | Sell | PROSHARES TRs&p tech dividen | $156,000 | -31.0% | 2,640 | -33.7% | 0.11% | -37.1% |
| TOTL | Sell | SSGA ACTIVE ETF TRspdr tr tactic | $146,000 | 0.0% | 3,019 | -0.1% | 0.10% | -8.7% |
| HYT | Sell | BLACKROCK CORPOR HI YLD FD I | $145,000 | +2.8% | 11,787 | -1.7% | 0.10% | -6.3% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $132,000 | +6.5% | 894 | -4.0% | 0.10% | -2.1% |
| NEE | Sell | NEXTERA ENERGY INC | $128,000 | -9.9% | 1,747 | -6.8% | 0.09% | -17.9% |
| CG | Sell | CARLYLE GROUP INC | $123,000 | +16.0% | 2,651 | -8.2% | 0.09% | +6.0% |
| GLD | Sell | SPDR GOLD TR | $118,000 | -58.0% | 715 | -59.3% | 0.08% | -61.5% |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $117,000 | -50.2% | 1,329 | -50.7% | 0.08% | -54.6% |
| GVIP | Sell | GOLDMAN SACHS ETF TRhedge ind etf | $114,000 | -33.7% | 1,120 | -38.6% | 0.08% | -39.3% |
| WMB | Sell | WILLIAMS COS INC | $114,000 | +1.8% | 4,300 | -9.0% | 0.08% | -6.8% |
| MJ | Sell | ETF MANAGERS TRetfmg altr hrvst | $112,000 | -15.2% | 5,422 | -6.2% | 0.08% | -23.1% |
| BLOK | Sell | AMPLIFY ETF TRblockchain ldr | $106,000 | -71.8% | 2,231 | -66.9% | 0.08% | -74.2% |
| GINN | Sell | GOLDMAN SACHS ETF TRinnovat eq etf | $98,000 | -46.2% | 1,579 | -50.4% | 0.07% | -51.0% |
| EVV | Sell | EATON VANCE LTD DURATION INC | $93,000 | +3.3% | 6,990 | -2.1% | 0.07% | -5.6% |
| ECC | Sell | EAGLE PT CR CO LLC | $80,000 | +1.3% | 5,890 | -10.8% | 0.06% | -8.1% |
| FSMB | Sell | FIRST TR EXCH TRADED FD IIIshrt dur mng mun | $79,000 | -13.2% | 3,799 | -12.9% | 0.06% | -20.8% |
| EOD | Sell | WELLS FARGO GLOBAL DIVID OPP | $72,000 | -2.7% | 12,500 | -10.7% | 0.05% | -10.3% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $71,000 | -47.4% | 311 | -49.1% | 0.05% | -51.9% |
| IEF | Sell | ISHARES TRbarclays 7 10 yr | $71,000 | -7.8% | 614 | -9.7% | 0.05% | -16.4% |
| ITA | Sell | ISHARES TRus aer def etf | $69,000 | +4.5% | 633 | -0.9% | 0.05% | -5.8% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $59,000 | +5.4% | 465 | -3.7% | 0.04% | -4.5% |
| PEP | Sell | PEPSICO INC | $50,000 | -5.7% | 335 | -11.4% | 0.04% | -14.3% |
| FDL | Sell | FIRST TR MORNINGSTAR DIVID L | $49,000 | -24.6% | 1,485 | -25.5% | 0.04% | -31.4% |
| SPG | Sell | SIMON PPTY GROUP INC NEW | $46,000 | +7.0% | 351 | -7.6% | 0.03% | -2.9% |
| BBH | Sell | VANECK VECTORS ETF TRbiotech etf | $46,000 | -40.3% | 230 | -47.7% | 0.03% | -45.9% |
| TAN | Sell | INVESCO EXCH TRADED FD TR IIsolar etf | $39,000 | -18.8% | 439 | -16.2% | 0.03% | -26.3% |
| BETZ | Sell | LISTED FD TRroundhill sports | $36,000 | -5.3% | 1,180 | -4.1% | 0.03% | -13.3% |
| FBT | Sell | FIRST TR EXCHANGE-TRADED FDny arca biotech | $32,000 | -3.0% | 186 | -9.3% | 0.02% | -11.5% |
| U | Sell | UNITY SOFTWARE INC | $32,000 | +3.2% | 287 | -8.6% | 0.02% | -4.2% |
| IDXX | Sell | IDEXX LABS INC | $30,000 | +3.4% | 47 | -20.3% | 0.02% | -4.3% |
| IGIB | Sell | ISHARES TR | $31,000 | -35.4% | 511 | -37.4% | 0.02% | -42.1% |
| PCY | Sell | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $31,000 | +3.3% | 1,124 | -0.4% | 0.02% | -8.3% |
| IWC | Sell | ISHARES TRmicro-cap etf | $29,000 | -75.0% | 190 | -75.9% | 0.02% | -76.9% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $26,000 | -18.8% | 297 | -21.0% | 0.02% | -24.0% |
| TDOC | Sell | TELADOC HEALTH INC | $26,000 | -29.7% | 156 | -24.3% | 0.02% | -34.5% |
| VXF | Sell | VANGUARD INDEX FDSextend mkt etf | $20,000 | -28.6% | 106 | -33.8% | 0.01% | -36.4% |
| SLVO | Sell | CREDIT SUISSE AG NASSAU BRHx link silver | $19,000 | -17.4% | 3,050 | -18.7% | 0.01% | -22.2% |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $19,000 | -32.1% | 105 | -36.4% | 0.01% | -36.4% |
| IYK | Sell | ISHARES TRu.s. cnsm gd etf | $18,000 | -88.2% | 100 | -88.4% | 0.01% | -89.1% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $18,000 | -5.3% | 80 | -12.1% | 0.01% | -13.3% |
| FTA | Sell | FIRST TR LRG CP VL ALPHADEX | $18,000 | -5.3% | 271 | -8.4% | 0.01% | -13.3% |
| YUMC | Sell | YUM CHINA HLDGS INC | $15,000 | -21.1% | 221 | -31.2% | 0.01% | -26.7% |
| FTLS | Sell | FIRST TR EXCH TRADED FD IIIlng/sht equity | $16,000 | -33.3% | 325 | -39.0% | 0.01% | -42.1% |
| CHPT | Sell | CHARGEPOINT HOLDINGS INC | $16,000 | -50.0% | 460 | -61.9% | 0.01% | -56.0% |
| FTCS | Sell | FIRST TR EXCHANGE-TRADED FDcap strength etf | $14,000 | -6.7% | 187 | -8.8% | 0.01% | -16.7% |
| ACES | Sell | ALPS ETF TRclean energy | $12,000 | -96.7% | 155 | -96.7% | 0.01% | -96.9% |
| TDIV | Sell | FIRST TR EXCHANGE-TRADED FDnasd tech div | $13,000 | -43.5% | 220 | -47.6% | 0.01% | -50.0% |
| MIC | Sell | MACQUARIE INFRASTRUCTURE COR | $13,000 | -80.9% | 350 | -83.5% | 0.01% | -83.0% |
| ORCC | Sell | OWL ROCK CAPITAL CORPORATION | $11,000 | -89.3% | 750 | -90.0% | 0.01% | -90.1% |
| BCAT | Sell | BLACKROCK CAP ALLOCATION TR | $11,000 | -78.0% | 480 | -80.2% | 0.01% | -79.5% |
| HMOP | Sell | HARTFORD FDS EXCHANGE TRADEDmun oportunite | $11,000 | -76.6% | 260 | -77.1% | 0.01% | -78.4% |
| FTLB | Sell | FIRST TR EXCHANGE-TRADED FDhedged buywrite | $10,000 | -52.4% | 459 | -53.8% | 0.01% | -58.8% |
| DNP | Sell | DNP SELECT INCOME FD INC | $10,000 | -16.7% | 925 | -26.4% | 0.01% | -22.2% |
| FXD | Sell | FIRST TR EXCHANGE TRADED FDconsumr discre | $10,000 | -33.3% | 172 | -31.2% | 0.01% | -41.7% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $9,000 | -30.8% | 16 | -42.9% | 0.01% | -40.0% |
| MTZ | Sell | MASTEC INC | $7,000 | -12.5% | 70 | -17.6% | 0.01% | -16.7% |
| IPO | Sell | RENAISSANCE CAP GREENWICH FDipo etf | $7,000 | -69.6% | 102 | -72.2% | 0.01% | -72.2% |
| HFXI | Sell | INDEXIQ ETF TRhdgd ftse intl | $7,000 | -94.1% | 275 | -94.5% | 0.01% | -94.7% |
| APD | Sell | AIR PRODS & CHEMS INC | $6,000 | -33.3% | 20 | -39.4% | 0.00% | -42.9% |
| HDV | Sell | ISHARES TRcore high dv etf | $6,000 | -40.0% | 60 | -45.5% | 0.00% | -50.0% |
| SLV | Sell | ISHARES SILVER TRishares | $6,000 | -85.0% | 250 | -85.7% | 0.00% | -87.1% |
| HDMV | Sell | FIRST TR EXCH TRADED FD IIIhorizon mngd etf | $5,000 | -16.7% | 151 | -25.2% | 0.00% | -20.0% |
| EH | Sell | EHANG HLDGS LTDads | $5,000 | -73.7% | 117 | -77.4% | 0.00% | -73.3% |
| SPWH | Sell | SPORTSMANS WHSE HLDGS INC | $4,000 | 0.0% | 200 | -20.0% | 0.00% | 0.0% |
| EDF | Sell | STONE HBR EMERGING MKTS INCO | $3,000 | -25.0% | 400 | -20.0% | 0.00% | -33.3% |
| EMLP | Sell | FIRST TR EXCHANGE-TRADED FDno amer energy | $1,000 | -94.1% | 22 | -97.1% | 0.00% | -92.3% |
| ESG | Sell | FLEXSHARES TRstox us esg slct | $2,000 | -95.5% | 20 | -95.6% | 0.00% | -97.1% |
| SCHP | Sell | SCHWAB STRATEGIC TRus tips etf | $2,000 | -93.8% | 30 | -94.3% | 0.00% | -96.0% |
| EELV | Sell | INVESCO EXCH TRADED FD TR IIs&p emrng mkts | $2,000 | 0.0% | 75 | -21.1% | 0.00% | -50.0% |
| MBWM | Sell | MERCANTILE BK CORP | $2,000 | -90.5% | 75 | -88.5% | 0.00% | -94.1% |
| REZI | Sell | RESIDEO TECHNOLOGIES INC | $0 | – | 14 | -12.5% | 0.00% | – |
| SHYD | Sell | VANECK VECTORS ETF TRshrt hgh yld mun | $0 | -100.0% | 2 | -99.7% | 0.00% | -100.0% |
| PGF | Sell | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| GTX | Exit | GARRETT MOTION INC COMstock | $0 | – | -1 | -100.0% | 0.00% | – |
| XLC | Exit | SELECT SECTOR SPDR TR | $0 | – | -10 | -100.0% | -0.00% | – |
| VBR | Exit | VANGUARD INDEX FDSsm cp val etf | $0 | – | -9 | -100.0% | -0.00% | – |
| APHA | Exit | APHRIA INC | $0 | – | -125 | -100.0% | -0.00% | – |
| HLT | Exit | HILTON WORLDWIDE HLDGS INC | $0 | – | -24 | -100.0% | -0.00% | – |
| Exit | MARINUS PHARMACEUTICALS INC | $0 | – | -100 | -100.0% | -0.00% | – | |
| USHY | Exit | ISHARES TRbroad usd high | $0 | – | -42 | -100.0% | -0.00% | – |
| ADP | Exit | AUTOMATIC DATA PROCESSING IN | $0 | – | -18 | -100.0% | -0.00% | – |
| DBEM | Exit | DBX ETF TRxtrack msci emrg | $0 | – | -122 | -100.0% | -0.00% | – |
| CMTL | Exit | COMTECH TELECOMMUNICATIONS C | $0 | – | -151 | -100.0% | -0.00% | – |
| GDRX | Exit | GOODRX HLDGS INC | $0 | – | -95 | -100.0% | -0.00% | – |
| FNY | Exit | FIRST TR EXCHANGE-TRADED ALPmid cp gr alph | $0 | – | -65 | -100.0% | -0.00% | – |
| RIO | Exit | RIO TINTO PLCsponsored adr | $0 | – | -65 | -100.0% | -0.00% | – |
| REGN | Exit | REGENERON PHARMACEUTICALS | $0 | – | -10 | -100.0% | -0.00% | – |
| VEA | Exit | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $0 | – | -98 | -100.0% | -0.00% | – |
| IOO | Exit | ISHARES TRglobal 100 etf | $0 | – | -94 | -100.0% | -0.01% | – |
| MTUM | Exit | ISHARES TRmsci usa mmentm | $0 | – | -37 | -100.0% | -0.01% | – |
| BNDW | Exit | VANGUARD SCOTTSDALE FDStotal wld bd etf | $0 | – | -76 | -100.0% | -0.01% | – |
| VUZI | Exit | VUZIX CORP | $0 | – | -275 | -100.0% | -0.01% | – |
| ACWI | Exit | ISHARES TRmsci acwi etf | $0 | – | -77 | -100.0% | -0.01% | – |
| PLL | Exit | PIEDMONT LITHIUM LTDsponsored ads | $0 | – | -100 | -100.0% | -0.01% | – |
| QDEF | Exit | FLEXSHARES TRqlt div def idx | $0 | – | -149 | -100.0% | -0.01% | – |
| CLNC | Exit | COLONY CR REAL ESTATE INC | $0 | – | -877 | -100.0% | -0.01% | – |
| FTS | Exit | FORTIS INC | $0 | – | -200 | -100.0% | -0.01% | – |
| AOK | Exit | ISHARES TRconser alloc etf | $0 | – | -221 | -100.0% | -0.01% | – |
| NOW | Exit | SERVICENOW INC | $0 | – | -20 | -100.0% | -0.01% | – |
| MINT | Exit | PIMCO ETF TRenhan shrt ma ac | $0 | – | -95 | -100.0% | -0.01% | – |
| IAU | Exit | ISHARES GOLD TRishares | $0 | – | -762 | -100.0% | -0.01% | – |
| LYFT | Exit | LYFT INC | $0 | – | -200 | -100.0% | -0.01% | – |
| PBA | Exit | PEMBINA PIPELINE CORP | $0 | – | -500 | -100.0% | -0.01% | – |
| MAR | Exit | MARRIOTT INTL INC NEWcl a | $0 | – | -113 | -100.0% | -0.01% | – |
| NVS | Exit | NOVARTIS AGsponsored adr | $0 | – | -210 | -100.0% | -0.01% | – |
| SDOG | Exit | ALPS ETF TRsectr div dogs | $0 | – | -460 | -100.0% | -0.02% | – |
| XITK | Exit | SPDR SER TRfactst inv etf | $0 | – | -116 | -100.0% | -0.02% | – |
| FDX | Exit | FEDEX CORP | $0 | – | -88 | -100.0% | -0.02% | – |
| BLV | Exit | VANGUARD BD INDEX FDSlong term bond | $0 | – | -275 | -100.0% | -0.02% | – |
| WPM | Exit | WHEATON PRECIOUS METALS CORP | $0 | – | -815 | -100.0% | -0.02% | – |
| IPOE | Exit | SOCIAL CAPITAL HEDOSOPHA HLD | $0 | – | -2,000 | -100.0% | -0.03% | – |
| SAM | Exit | BOSTON BEER INCcl a | $0 | – | -36 | -100.0% | -0.03% | – |
| BBSA | Exit | J P MORGAN EXCHANGE-TRADED Fbetabldrs 1-5yr | $0 | – | -2,035 | -100.0% | -0.04% | – |
| PFL | Exit | PIMCO INCOME STRATEGY FD | $0 | – | -6,106 | -100.0% | -0.06% | – |
| CHS | Exit | CHICOS FAS INC | $0 | – | -39,330 | -100.0% | -0.10% | – |
| KRE | Exit | SPDR SER TRs&p regl bkg | $0 | – | -3,850 | -100.0% | -0.20% | – |
| ACTC | Exit | ARCLIGHT CLEAN TRANSITION COcl a | $0 | – | -17,585 | -100.0% | -0.25% | – |
| IQSU | Exit | INDEXIQ ETF TRiq candrm esg us | $0 | – | -51,563 | -100.0% | -1.37% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| FIRST TR EXCHANGE-TRADED FD | 19 | Q2 2024 | 17.1% |
| APPLE INC | 19 | Q2 2024 | 4.6% |
| FIRST TR VALUE LINE DIVID IN | 19 | Q2 2024 | 3.9% |
| FIRST TR EXCHANGE-TRADED FD | 19 | Q2 2024 | 3.9% |
| FIRST TR EXCHANGE-TRADED FD | 19 | Q2 2024 | 4.4% |
| BLACKROCK FLOAT RATE OME STR | 19 | Q2 2024 | 3.4% |
| PROSHARES TR | 19 | Q2 2024 | 3.5% |
| MICROSOFT CORP | 19 | Q2 2024 | 1.9% |
| INTERNATIONAL BUSINESS MACHS | 19 | Q2 2024 | 3.1% |
| AT&T INC | 19 | Q2 2024 | 2.5% |
View Wagner Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-26 |
| 13F-HR | 2024-07-18 |
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-01-19 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-05-17 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-11 |
View Wagner Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.