$128 Million is the total value of WMG Financial Advisors, LLC's 209 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DFAU | New | DIMENSIONAL ETF TRUSTus core eqt mkt | $6,396,000 | – | 193,636 | +100.0% | 4.98% | – |
| AVUS | New | AMERICAN CENTY ETF TRus eqt etf | $5,611,000 | – | 70,047 | +100.0% | 4.37% | – |
| AVUV | New | AMERICAN CENTY ETF TRus sml cp valu | $5,231,000 | – | 65,509 | +100.0% | 4.08% | – |
| MSFT | New | MICROSOFT CORP | $4,281,000 | – | 12,715 | +100.0% | 3.34% | – |
| AAPL | New | APPLE INC | $3,946,000 | – | 22,157 | +100.0% | 3.08% | – |
| NIO | New | NIO INCspon ads | $3,940,000 | – | 124,333 | +100.0% | 3.07% | – |
| UPST | New | UPSTART HLDGS INC | $3,163,000 | – | 20,900 | +100.0% | 2.46% | – |
| T | New | AT&T INC | $2,674,000 | – | 108,665 | +100.0% | 2.08% | – |
| DFAI | New | DIMENSIONAL ETF TRUSTintl core eqt mk | $2,457,000 | – | 83,206 | +100.0% | 1.92% | – |
| BND | New | VANGUARD BD INDEX FDStotal bnd mrkt | $2,193,000 | – | 25,858 | +100.0% | 1.71% | – |
| DFAE | New | DIMENSIONAL ETF TRUSTemgr cre eqt mng | $1,988,000 | – | 72,709 | +100.0% | 1.55% | – |
| VZ | New | VERIZON COMMUNICATIONS INC | $1,913,000 | – | 36,801 | +100.0% | 1.49% | – |
| VOO | New | VANGUARD INDEX FDS | $1,907,000 | – | 4,367 | +100.0% | 1.49% | – |
| AMZN | New | AMAZON COM INC | $1,832,000 | – | 550 | +100.0% | 1.43% | – |
| CRNC | New | CERENCE INC | $1,812,000 | – | 23,666 | +100.0% | 1.41% | – |
| AVDV | New | AMERICAN CENTY ETF TRintl smcp vlu | $1,745,000 | – | 27,021 | +100.0% | 1.36% | – |
| TCHP | New | T ROWE PRICE ETF INCprice blue chip | $1,730,000 | – | 52,148 | +100.0% | 1.35% | – |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $1,730,000 | – | 4,340 | +100.0% | 1.35% | – |
| PRU | New | PRUDENTIAL FINL INC | $1,618,000 | – | 14,971 | +100.0% | 1.26% | – |
| RIO | New | RIO TINTO PLCsponsored adr | $1,513,000 | – | 22,610 | +100.0% | 1.18% | – |
| FXL | New | FIRST TR EXCHANGE TRADED FDtech alphadex | $1,448,000 | – | 10,952 | +100.0% | 1.13% | – |
| IVV | New | ISHARES TRcore s&p500 etf | $1,363,000 | – | 2,857 | +100.0% | 1.06% | – |
| ABR | New | ARBOR REALTY TRUST INC | $1,342,000 | – | 73,550 | +100.0% | 1.05% | – |
| FTC | New | FIRST TRUST LRGCP GWT ALPHAD | $1,308,000 | – | 10,863 | +100.0% | 1.02% | – |
| NVDA | New | NVIDIA CORPORATION | $1,293,000 | – | 4,402 | +100.0% | 1.01% | – |
| QTEC | New | FIRST TR NASDAQ 100 TECH IND | $1,216,000 | – | 6,918 | +100.0% | 0.95% | – |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $1,213,000 | – | 5,039 | +100.0% | 0.94% | – |
| WMT | New | WALMART INC | $1,213,000 | – | 8,376 | +100.0% | 0.94% | – |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $1,134,000 | – | 6,521 | +100.0% | 0.88% | – |
| SNOW | New | SNOWFLAKE INCcl a | $1,085,000 | – | 3,203 | +100.0% | 0.84% | – |
| FDN | New | FIRST TR EXCHANGE-TRADED FDdj internt idx | $1,080,000 | – | 4,773 | +100.0% | 0.84% | – |
| PSI | New | INVESCO EXCHANGE TRADED FD Tdynmc semicndt | $1,064,000 | – | 6,927 | +100.0% | 0.83% | – |
| FYC | New | FIRST TR EXCHANGE-TRADED ALPsml cp grw alp | $1,007,000 | – | 13,472 | +100.0% | 0.78% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $999,000 | – | 345 | +100.0% | 0.78% | – |
| BNDX | New | VANGUARD CHARLOTTE FDStotal int bd etf | $925,000 | – | 16,794 | +100.0% | 0.72% | – |
| DFAT | New | DIMENSIONAL ETF TRUSTus targeted vlu | $910,000 | – | 19,106 | +100.0% | 0.71% | – |
| PKB | New | INVESCO EXCHANGE TRADED FD Tdynmc bldg con | $879,000 | – | 16,142 | +100.0% | 0.68% | – |
| CRWD | New | CROWDSTRIKE HLDGS INCcl a | $866,000 | – | 4,252 | +100.0% | 0.68% | – |
| LMND | New | LEMONADE INC | $828,000 | – | 19,670 | +100.0% | 0.64% | – |
| VXUS | New | VANGUARD STAR FDSvg tl intl stk f | $816,000 | – | 12,875 | +100.0% | 0.64% | – |
| AMD | New | ADVANCED MICRO DEVICES INC | $814,000 | – | 5,658 | +100.0% | 0.63% | – |
| BA | New | BOEING CO | $801,000 | – | 3,983 | +100.0% | 0.62% | – |
| XOM | New | EXXON MOBIL CORP | $782,000 | – | 12,776 | +100.0% | 0.61% | – |
| HD | New | HOME DEPOT INC | $760,000 | – | 1,831 | +100.0% | 0.59% | – |
| FDIS | New | FIDELITY COVINGTON TRUSTmsci consm dis | $741,000 | – | 8,388 | +100.0% | 0.58% | – |
| IYJ | New | ISHARES TRus industrials | $701,000 | – | 6,197 | +100.0% | 0.55% | – |
| SIVB | New | SVB FINANCIAL GROUP | $690,000 | – | 1,014 | +100.0% | 0.54% | – |
| AXSM | New | AXSOME THERAPEUTICS INC | $638,000 | – | 16,850 | +100.0% | 0.50% | – |
| PTF | New | INVESCO EXCHANGE TRADED FD Tdwa technology | $627,000 | – | 3,769 | +100.0% | 0.49% | – |
| New | LUCID GROUP INC | $621,000 | – | 16,350 | +100.0% | 0.48% | – | |
| RF | New | REGIONS FINANCIAL CORP NEW | $614,000 | – | 28,056 | +100.0% | 0.48% | – |
| DIS | New | DISNEY WALT CO | $606,000 | – | 3,931 | +100.0% | 0.47% | – |
| VNQ | New | VANGUARD INDEX FDSreal estate etf | $600,000 | – | 5,172 | +100.0% | 0.47% | – |
| PTH | New | INVESCO EXCHANGE TRADED FD Tdwa healthcare | $598,000 | – | 3,856 | +100.0% | 0.47% | – |
| IJR | New | ISHARES TRcore s&p scp etf | $584,000 | – | 5,108 | +100.0% | 0.46% | – |
| AVEM | New | AMERICAN CENTY ETF TRavantis emgmkt | $580,000 | – | 9,150 | +100.0% | 0.45% | – |
| VIOG | New | VANGUARD ADMIRAL FDS INCsmlcp 600 grth | $574,000 | – | 2,404 | +100.0% | 0.45% | – |
| FTGC | New | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $565,000 | – | 24,919 | +100.0% | 0.44% | – |
| AVDE | New | AMERICAN CENTY ETF TRintl eqt etf | $558,000 | – | 8,800 | +100.0% | 0.44% | – |
| GMRE | New | GLOBAL MED REIT INC | $556,000 | – | 31,250 | +100.0% | 0.43% | – |
| UPRO | New | PROSHARES TRultrpro s&p500 | $554,000 | – | 3,633 | +100.0% | 0.43% | – |
| BILL | New | BILL COM HLDGS INC | $550,000 | – | 2,200 | +100.0% | 0.43% | – |
| FHLC | New | FIDELITY COVINGTON TRUSTmsci hlth care i | $545,000 | – | 7,948 | +100.0% | 0.42% | – |
| FXD | New | FIRST TR EXCHANGE TRADED FDconsumr discre | $509,000 | – | 8,195 | +100.0% | 0.40% | – |
| FLGT | New | FULGENT GENETICS INC | $499,000 | – | 4,962 | +100.0% | 0.39% | – |
| PUBM | New | PUBMATIC INC | $490,000 | – | 14,400 | +100.0% | 0.38% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $487,000 | – | 3,646 | +100.0% | 0.38% | – |
| NET | New | CLOUDFLARE INC | $487,000 | – | 3,700 | +100.0% | 0.38% | – |
| PRN | New | INVESCO EXCHANGE TRADED FD Tdwa indls mumt | $483,000 | – | 4,132 | +100.0% | 0.38% | – |
| DAUG | New | FIRST TR EXCHNG TRADED FD VIvest us deep | $474,000 | – | 13,426 | +100.0% | 0.37% | – |
| MRVL | New | MARVELL TECHNOLOGY INC | $469,000 | – | 5,382 | +100.0% | 0.36% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $466,000 | – | 161 | +100.0% | 0.36% | – |
| PXI | New | INVESCO EXCHANGE TRADED FD Tdwa energy mnt | $462,000 | – | 15,129 | +100.0% | 0.36% | – |
| ROKU | New | ROKU INC | $451,000 | – | 1,980 | +100.0% | 0.35% | – |
| ABBV | New | ABBVIE INC | $438,000 | – | 3,238 | +100.0% | 0.34% | – |
| PNQI | New | INVESCO EXCHANGE TRADED FD Tnasdaq internt | $431,000 | – | 1,996 | +100.0% | 0.34% | – |
| SQ | New | BLOCK INCcl a | $429,000 | – | 2,665 | +100.0% | 0.33% | – |
| FNCL | New | FIDELITY COVINGTON TRUSTmsci finls idx | $424,000 | – | 7,579 | +100.0% | 0.33% | – |
| NSC | New | NORFOLK SOUTHN CORP | $422,000 | – | 1,416 | +100.0% | 0.33% | – |
| FDL | New | FIRST TR MORNINGSTAR DIVID L | $416,000 | – | 11,722 | +100.0% | 0.32% | – |
| VDE | New | VANGUARD WORLD FDSenergy etf | $414,000 | – | 5,348 | +100.0% | 0.32% | – |
| DFAS | New | DIMENSIONAL ETF TRUSTus small cap etf | $408,000 | – | 6,800 | +100.0% | 0.32% | – |
| FNY | New | FIRST TR EXCHANGE-TRADED ALPmid cp gr alph | $405,000 | – | 5,446 | +100.0% | 0.32% | – |
| RBLX | New | ROBLOX CORPcl a | $402,000 | – | 3,896 | +100.0% | 0.31% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $402,000 | – | 1,346 | +100.0% | 0.31% | – |
| CSCO | New | CISCO SYS INC | $402,000 | – | 6,350 | +100.0% | 0.31% | – |
| U | New | UNITY SOFTWARE INC | $387,000 | – | 2,720 | +100.0% | 0.30% | – |
| PEZ | New | INVESCO EXCHANGE TRADED FD Tdwa cyclicals | $384,000 | – | 4,216 | +100.0% | 0.30% | – |
| HYT | New | BLACKROCK CORPOR HI YLD FD I | $381,000 | – | 31,000 | +100.0% | 0.30% | – |
| New | RIVIAN AUTOMOTIVE INC | $379,000 | – | 3,660 | +100.0% | 0.30% | – | |
| VFH | New | VANGUARD WORLD FDSfinancials etf | $379,000 | – | 3,913 | +100.0% | 0.30% | – |
| IMCG | New | ISHARES TRmrgstr md cp grw | $377,000 | – | 5,160 | +100.0% | 0.29% | – |
| DFS | New | DISCOVER FINL SVCS | $374,000 | – | 3,200 | +100.0% | 0.29% | – |
| IYC | New | ISHARES TRus consum discre | $373,000 | – | 4,472 | +100.0% | 0.29% | – |
| FYT | New | FIRST TR EXCHANGE-TRADED ALPsml cap val alph | $368,000 | – | 6,936 | +100.0% | 0.29% | – |
| USAC | New | USA COMPRESSION PARTNERS LP | $367,000 | – | 21,024 | +100.0% | 0.29% | – |
| JPM | New | JPMORGAN CHASE & CO | $362,000 | – | 2,295 | +100.0% | 0.28% | – |
| SHW | New | SHERWIN WILLIAMS CO | $361,000 | – | 1,023 | +100.0% | 0.28% | – |
| ITB | New | ISHARES TRus home cons etf | $361,000 | – | 4,346 | +100.0% | 0.28% | – |
| FXR | New | FIRST TR EXCHANGE TRADED FDindls prod dur | $355,000 | – | 5,676 | +100.0% | 0.28% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $350,000 | – | 745 | +100.0% | 0.27% | – |
| JNJ | New | JOHNSON & JOHNSON | $347,000 | – | 2,029 | +100.0% | 0.27% | – |
| BBY | New | BEST BUY INC | $344,000 | – | 3,396 | +100.0% | 0.27% | – |
| AVGO | New | BROADCOM INC | $335,000 | – | 501 | +100.0% | 0.26% | – |
| FVD | New | FIRST TR VALUE LINE DIVID IN | $332,000 | – | 7,711 | +100.0% | 0.26% | – |
| GLD | New | SPDR GOLD TR | $333,000 | – | 1,945 | +100.0% | 0.26% | – |
| AMAT | New | APPLIED MATLS INC | $323,000 | – | 2,052 | +100.0% | 0.25% | – |
| VO | New | VANGUARD INDEX FDSmid cap etf | $319,000 | – | 1,246 | +100.0% | 0.25% | – |
| STWD | New | STARWOOD PPTY TR INC | $317,000 | – | 13,027 | +100.0% | 0.25% | – |
| SO | New | SOUTHERN CO | $315,000 | – | 4,566 | +100.0% | 0.24% | – |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $315,000 | – | 1,395 | +100.0% | 0.24% | – |
| XSD | New | SPDR SER TRs&p semicndctr | $306,000 | – | 1,259 | +100.0% | 0.24% | – |
| UPS | New | UNITED PARCEL SERVICE INCcl b | $301,000 | – | 1,405 | +100.0% | 0.24% | – |
| PYZ | New | INVESCO EXCHANGE TRADED FD Tdwa basic matl | $302,000 | – | 3,182 | +100.0% | 0.24% | – |
| HPQ | New | HP INC | $301,000 | – | 7,943 | +100.0% | 0.24% | – |
| VYM | New | VANGUARD WHITEHALL FDShigh div yld | $301,000 | – | 2,672 | +100.0% | 0.24% | – |
| CRM | New | SALESFORCE COM INC | $297,000 | – | 1,169 | +100.0% | 0.23% | – |
| SHOP | New | SHOPIFY INCcl a | $294,000 | – | 213 | +100.0% | 0.23% | – |
| ZBRA | New | ZEBRA TECHNOLOGIES CORPORATIcl a | $288,000 | – | 480 | +100.0% | 0.22% | – |
| FTXR | New | FIRST TR EXCHANGE-TRADED FDnasdaq transn | $286,000 | – | 8,322 | +100.0% | 0.22% | – |
| FOCT | New | FIRST TR EXCHNG TRADED FD VIvest us eqty buf | $285,000 | – | 7,989 | +100.0% | 0.22% | – |
| DHI | New | D R HORTON INC | $284,000 | – | 2,607 | +100.0% | 0.22% | – |
| DJUL | New | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $280,000 | – | 8,324 | +100.0% | 0.22% | – |
| CDNS | New | CADENCE DESIGN SYSTEM INC | $279,000 | – | 1,495 | +100.0% | 0.22% | – |
| IYW | New | ISHARES TRu.s. tech etf | $276,000 | – | 2,419 | +100.0% | 0.22% | – |
| AVIG | New | AMERICAN CENTY ETF TRavantis core fi | $275,000 | – | 5,600 | +100.0% | 0.21% | – |
| FV | New | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $270,000 | – | 5,502 | +100.0% | 0.21% | – |
| RCD | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql dis | $265,000 | – | 1,691 | +100.0% | 0.21% | – |
| PATH | New | UIPATH INCcl a | $264,000 | – | 6,100 | +100.0% | 0.21% | – |
| MGK | New | VANGUARD WORLD FDmega grwth ind | $263,000 | – | 998 | +100.0% | 0.20% | – |
| JMST | New | J P MORGAN EXCHANGE-TRADED Fultra sht muncpl | $263,000 | – | 5,146 | +100.0% | 0.20% | – |
| TEAM | New | ATLASSIAN CORP PLCcl a | $256,000 | – | 671 | +100.0% | 0.20% | – |
| KO | New | COCA COLA CO | $254,000 | – | 4,290 | +100.0% | 0.20% | – |
| VOT | New | VANGUARD INDEX FDSmcap gr idxvip | $254,000 | – | 1,009 | +100.0% | 0.20% | – |
| DOCU | New | DOCUSIGN INC | $253,000 | – | 1,663 | +100.0% | 0.20% | – |
| TSLA | New | TESLA INC | $250,000 | – | 236 | +100.0% | 0.20% | – |
| WST | New | WEST PHARMACEUTICAL SVSC INC | $249,000 | – | 531 | +100.0% | 0.19% | – |
| NFLX | New | NETFLIX INC | $246,000 | – | 410 | +100.0% | 0.19% | – |
| FBT | New | FIRST TR EXCHANGE-TRADED FDny arca biotech | $244,000 | – | 1,504 | +100.0% | 0.19% | – |
| FXU | New | FIRST TR EXCHANGE TRADED FDutilities alph | $238,000 | – | 7,277 | +100.0% | 0.18% | – |
| COIN | New | COINBASE GLOBAL INC | $234,000 | – | 935 | +100.0% | 0.18% | – |
| PXJ | New | INVESCO EXCHANGE TRADED FD Tdynmc oil gas | $234,000 | – | 73,921 | +100.0% | 0.18% | – |
| XLNX | New | XILINX INC | $233,000 | – | 1,100 | +100.0% | 0.18% | – |
| FJUL | New | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $232,000 | – | 6,315 | +100.0% | 0.18% | – |
| TER | New | TERADYNE INC | $229,000 | – | 1,400 | +100.0% | 0.18% | – |
| ROBT | New | FIRST TR EXCHANGE-TRADED FDnasdq artfcial | $228,000 | – | 4,144 | +100.0% | 0.18% | – |
| TIP | New | ISHARES TRtips bd etf | $227,000 | – | 1,764 | +100.0% | 0.18% | – |
| VBK | New | VANGUARD INDEX FDSsml cp grw etf | $225,000 | – | 799 | +100.0% | 0.18% | – |
| VBR | New | VANGUARD INDEX FDSsm cp val etf | $225,000 | – | 1,259 | +100.0% | 0.18% | – |
| FTCH | New | FARFETCH LTDord sh cl a | $224,000 | – | 6,700 | +100.0% | 0.18% | – |
| FXO | New | FIRST TR EXCHANGE TRADED FDfinls alphadex | $225,000 | – | 4,835 | +100.0% | 0.18% | – |
| FXH | New | FIRST TR EXCHANGE TRADED FDhlth care alph | $224,000 | – | 1,809 | +100.0% | 0.18% | – |
| LMBS | New | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $225,000 | – | 4,498 | +100.0% | 0.18% | – |
| AI | New | C3 AI INCcl a | $224,000 | – | 7,150 | +100.0% | 0.18% | – |
| VIS | New | VANGUARD WORLD FDSindustrial etf | $223,000 | – | 1,104 | +100.0% | 0.17% | – |
| BAC | New | BK OF AMERICA CORP | $222,000 | – | 4,986 | +100.0% | 0.17% | – |
| INTC | New | INTEL CORP | $221,000 | – | 4,309 | +100.0% | 0.17% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $220,000 | – | 329 | +100.0% | 0.17% | – |
| EMR | New | EMERSON ELEC CO | $219,000 | – | 2,360 | +100.0% | 0.17% | – |
| ADBE | New | ADOBE SYSTEMS INCORPORATED | $216,000 | – | 382 | +100.0% | 0.17% | – |
| XHE | New | SPDR SER TRhlth cr equip | $214,000 | – | 1,813 | +100.0% | 0.17% | – |
| VCR | New | VANGUARD WORLD FDSconsum dis etf | $212,000 | – | 621 | +100.0% | 0.16% | – |
| SOXX | New | ISHARES TRishares semicdtr | $211,000 | – | 387 | +100.0% | 0.16% | – |
| QABA | New | FIRST TR NASDAQ ABA CMNTY BK | $210,000 | – | 3,549 | +100.0% | 0.16% | – |
| VOD | New | VODAFONE GROUP PLC NEWsponsored adr | $211,000 | – | 14,125 | +100.0% | 0.16% | – |
| LMT | New | LOCKHEED MARTIN CORP | $207,000 | – | 580 | +100.0% | 0.16% | – |
| VGT | New | VANGUARD WORLD FDSinf tech etf | $206,000 | – | 451 | +100.0% | 0.16% | – |
| FIW | New | FIRST TR EXCHANGE TRADED FDwtr etf | $203,000 | – | 2,156 | +100.0% | 0.16% | – |
| DOW | New | DOW INC | $203,000 | – | 3,572 | +100.0% | 0.16% | – |
| PSEC | New | PROSPECT CAP CORP | $178,000 | – | 21,100 | +100.0% | 0.14% | – |
| EVV | New | EATON VANCE LTD DURATION INC | $178,000 | – | 13,606 | +100.0% | 0.14% | – |
| NLY | New | ANNALY CAPITAL MANAGEMENT IN | $90,000 | – | 11,530 | +100.0% | 0.07% | – |
| APPH | New | APPHARVEST INC | $76,000 | – | 19,250 | +100.0% | 0.06% | – |
| VEON | New | VEON LTDsponsored adr | $34,000 | – | 20,000 | +100.0% | 0.03% | – |
| BBIG | New | VINCO VENTURES INC | $24,000 | – | 10,000 | +100.0% | 0.02% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AMERICAN CENTY ETF TR | 8 | Q3 2023 | 20.4% |
| AMERICAN CENTY ETF TR | 8 | Q3 2023 | 11.4% |
| APPLE INC COM | 8 | Q3 2023 | 3.4% |
| DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 5.0% |
| NIO INC ADR | 8 | Q3 2023 | 3.1% |
| AMERICAN CENTY ETF TR | 8 | Q3 2023 | 3.3% |
| AT&T INC COM | 8 | Q3 2023 | 2.2% |
| UPSTART HLDGS INC COM | 8 | Q3 2023 | 3.2% |
| DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 2.6% |
| AMERICAN CENTY ETF TR | 8 | Q3 2023 | 2.4% |
View WMG Financial Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-04-18 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-10-18 |
| 13F-HR | 2022-08-08 |
| 13F-HR/A | 2022-08-04 |
| 13F-HR | 2022-04-18 |
| 13F-HR | 2022-02-14 |
View WMG Financial Advisors, 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.