$111 Million is the total value of WMG Financial Advisors, LLC's 173 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 17.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AVUS | Buy | AMERICAN CENTY ETF TRus eqt etf | $11,426,000 | +12.8% | 183,307 | +17.7% | 10.29% | +17.2% |
| AVUV | Buy | AMERICAN CENTY ETF TRus sml cp valu | $6,038,000 | +4.6% | 91,282 | +8.1% | 5.44% | +8.6% |
| HRL | HORMEL FOODS CORP | $5,627,000 | -4.1% | 123,844 | 0.0% | 5.07% | -0.4% | |
| AAPL | Buy | APPLE INC | $3,739,000 | +4.3% | 27,005 | +3.0% | 3.37% | +8.3% |
| DFAU | Sell | DIMENSIONAL ETF TRUSTus core eqt mkt | $3,119,000 | -17.3% | 124,008 | -13.1% | 2.81% | -14.1% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $2,564,000 | +0.6% | 35,932 | +6.2% | 2.31% | +4.5% |
| Buy | DIMENSIONAL ETF TRUSTinflation prote | $2,547,000 | +3.8% | 62,683 | +12.5% | 2.29% | +7.8% | |
| DFAI | Buy | DIMENSIONAL ETF TRUSTintl core eqt mk | $2,520,000 | -0.5% | 116,741 | +11.2% | 2.27% | +3.4% |
| NIO | NIO INCspon ads | $2,419,000 | -27.2% | 153,054 | 0.0% | 2.18% | -24.3% | |
| AVIG | Buy | AMERICAN CENTY ETF TRavantis core fi | $2,220,000 | +19.3% | 54,938 | +26.5% | 2.00% | +23.9% |
| DFAE | Buy | DIMENSIONAL ETF TRUSTemgr cre eqt mng | $1,960,000 | -5.0% | 97,480 | +9.3% | 1.76% | -1.3% |
| T | Buy | AT&T INC | $1,924,000 | -25.2% | 125,314 | +2.0% | 1.73% | -22.3% |
| AVDV | Buy | AMERICAN CENTY ETF TRintl smcp vlu | $1,776,000 | -4.9% | 37,372 | +5.3% | 1.60% | -1.2% |
| UPST | Sell | UPSTART HLDGS INC | $1,641,000 | -34.5% | 78,918 | -0.5% | 1.48% | -32.0% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $1,505,000 | +0.7% | 8,382 | +5.8% | 1.36% | +4.6% |
| VOO | Sell | VANGUARD INDEX FDS | $1,434,000 | -5.9% | 4,367 | -0.6% | 1.29% | -2.3% |
| AMZN | Sell | AMAZON COM INC | $1,373,000 | -4.0% | 12,128 | -9.9% | 1.24% | -0.2% |
| DFAT | Buy | DIMENSIONAL ETF TRUSTus targeted vlu | $1,370,000 | +7.1% | 35,136 | +10.5% | 1.23% | +11.2% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $1,323,000 | -25.7% | 34,782 | -1.1% | 1.19% | -22.9% |
| RIO | RIO TINTO PLCsponsored adr | $1,230,000 | -9.4% | 22,260 | 0.0% | 1.11% | -5.9% | |
| PRU | Buy | PRUDENTIAL FINL INC | $1,223,000 | -10.4% | 14,239 | +0.1% | 1.10% | -6.9% |
| MSFT | Buy | MICROSOFT CORP | $1,136,000 | +3.8% | 4,891 | +15.1% | 1.02% | +7.9% |
| FXU | Buy | FIRST TR EXCHANGE TRADED FDutilities alph | $1,129,000 | +16.3% | 36,805 | +22.7% | 1.02% | +20.7% |
| BNDX | Buy | VANGUARD CHARLOTTE FDStotal int bd etf | $1,114,000 | +2.5% | 23,375 | +6.5% | 1.00% | +6.5% |
| WMT | Buy | WALMART INC | $1,112,000 | +7.0% | 8,578 | +0.4% | 1.00% | +11.1% |
| FIW | Buy | FIRST TR EXCHANGE TRADED FDwtr etf | $1,110,000 | +14.8% | 15,436 | +14.9% | 1.00% | +19.2% |
| AVSF | New | AMERICAN CENTY ETF TRavantis shfxdinc | $1,110,000 | – | 24,300 | +100.0% | 1.00% | – |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $1,088,000 | +69.2% | 3,515 | +79.0% | 0.98% | +75.9% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $1,074,000 | -4.4% | 4,024 | +0.2% | 0.97% | -0.7% |
| XOM | Buy | EXXON MOBIL CORP | $1,039,000 | +2.6% | 11,899 | +0.9% | 0.94% | +6.5% |
| FXR | Buy | FIRST TR EXCHANGE TRADED FDindls prod dur | $1,025,000 | +4.6% | 22,361 | +10.0% | 0.92% | +8.7% |
| TCHP | Sell | T ROWE PRICE ETF INCprice blue chip | $1,010,000 | -47.1% | 48,144 | -44.6% | 0.91% | -45.0% |
| FTXH | Buy | FIRST TR EXCHANGE-TRADED FDnasdq phrmtcls | $1,006,000 | +18.6% | 41,967 | +30.5% | 0.91% | +23.3% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $986,000 | -5.3% | 21,497 | +6.7% | 0.89% | -1.6% |
| QQXT | Buy | FIRST TR EXCHANGE-TRADED FDnasdaq 100 ex | $972,000 | +8.2% | 13,784 | +8.3% | 0.88% | +12.5% |
| FXG | Buy | FIRST TR EXCHANGE TRADED FDconsumr staple | $939,000 | +22.3% | 16,458 | +31.2% | 0.84% | +26.9% |
| FTXG | Buy | FIRST TR EXCHANGE-TRADED FDnasdq fod bvrg | $921,000 | -1.9% | 36,878 | +1.0% | 0.83% | +1.8% |
| FXO | Sell | FIRST TR EXCHANGE TRADED FDfinls alphadex | $879,000 | -10.5% | 23,850 | -5.5% | 0.79% | -7.1% |
| FRI | Buy | FIRST TR S&P REIT INDEX FD | $864,000 | +2.1% | 37,461 | +13.9% | 0.78% | +6.1% |
| FXZ | Sell | FIRST TR EXCHANGE TRADED FDmaterials alph | $834,000 | -10.9% | 16,002 | -3.1% | 0.75% | -7.4% |
| QCLN | New | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $833,000 | – | 14,593 | +100.0% | 0.75% | – |
| DNOV | Sell | FIRST TR EXCHNG TRADED FD VIcboe eqt dep nov | $760,000 | -6.7% | 23,386 | -7.1% | 0.68% | -3.1% |
| CRWD | CROWDSTRIKE HLDGS INCcl a | $752,000 | -3.0% | 4,591 | 0.0% | 0.68% | +0.7% | |
| ABR | ARBOR REALTY TRUST INC | $737,000 | -11.8% | 63,750 | 0.0% | 0.66% | -8.4% | |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $731,000 | -15.3% | 7,611 | +1826.8% | 0.66% | -12.0% |
| FCG | New | FIRST TR EXCHANGE-TRADED FDnat gas etf | $713,000 | – | 31,199 | +100.0% | 0.64% | – |
| AVEM | Sell | AMERICAN CENTY ETF TRavantis emgmkt | $682,000 | -14.8% | 14,859 | -3.2% | 0.61% | -11.4% |
| AXSM | AXSOME THERAPEUTICS INC | $663,000 | +16.9% | 14,850 | 0.0% | 0.60% | +21.6% | |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $644,000 | +2.1% | 2,406 | +3.9% | 0.58% | +6.0% |
| FXN | Sell | FIRST TR EXCHANGE TRADED FDenergy alphadx | $632,000 | -17.6% | 40,726 | -21.8% | 0.57% | -14.4% |
| RF | Buy | REGIONS FINANCIAL CORP NEW | $621,000 | +11.9% | 31,042 | +5.2% | 0.56% | +16.2% |
| HD | Buy | HOME DEPOT INC | $592,000 | +10.9% | 2,153 | +9.7% | 0.53% | +15.1% |
| FTGC | Sell | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $583,000 | -13.9% | 22,849 | -10.3% | 0.52% | -10.6% |
| CRNC | CERENCE INC | $557,000 | -37.1% | 34,958 | 0.0% | 0.50% | -34.8% | |
| SHOP | SHOPIFY INCcl a | $545,000 | -13.6% | 20,250 | 0.0% | 0.49% | -10.2% | |
| SNOW | Buy | SNOWFLAKE INCcl a | $544,000 | +22.2% | 3,212 | +0.3% | 0.49% | +26.9% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $541,000 | -20.9% | 1,515 | -15.9% | 0.49% | -17.9% |
| FXL | Sell | FIRST TR EXCHANGE TRADED FDtech alphadex | $506,000 | -19.4% | 5,829 | -12.9% | 0.46% | -16.2% |
| AVDE | Sell | AMERICAN CENTY ETF TRintl eqt etf | $493,000 | -16.3% | 10,853 | -6.3% | 0.44% | -13.1% |
| BA | Buy | BOEING CO | $489,000 | -10.3% | 4,050 | +1.9% | 0.44% | -6.8% |
| LMND | LEMONADE INC | $488,000 | +16.5% | 23,020 | 0.0% | 0.44% | +20.9% | |
| USAC | Buy | USA COMPRESSION PARTNERS LP | $463,000 | +6.7% | 26,638 | +2.3% | 0.42% | +10.9% |
| BLV | Buy | VANGUARD BD INDEX FDSlong term bond | $462,000 | +48.1% | 6,400 | +64.1% | 0.42% | +54.1% |
| NVDA | Sell | NVIDIA CORPORATION | $461,000 | -44.1% | 3,789 | -30.2% | 0.42% | -41.9% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $451,000 | -15.5% | 3,810 | +0.2% | 0.41% | -12.3% |
| HCA | HCA HEALTHCARE INC | $449,000 | +9.2% | 2,442 | 0.0% | 0.40% | +13.5% | |
| ABBV | Buy | ABBVIE INC | $438,000 | -8.4% | 3,243 | +4.1% | 0.39% | -4.8% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $437,000 | -12.4% | 5,448 | -0.9% | 0.39% | -9.2% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $426,000 | -8.8% | 4,887 | -3.3% | 0.38% | -5.2% |
| FTC | Sell | FIRST TRUST LRGCP GWT ALPHAD | $391,000 | -5.1% | 4,606 | -1.4% | 0.35% | -1.4% |
| FDL | FIRST TR MORNINGSTAR DIVID L | $382,000 | -8.8% | 11,902 | 0.0% | 0.34% | -5.2% | |
| JNJ | Buy | JOHNSON & JOHNSON | $340,000 | -7.4% | 2,092 | +1.0% | 0.31% | -3.8% |
| SO | Buy | SOUTHERN CO | $337,000 | -2.3% | 4,927 | +1.5% | 0.30% | +1.3% |
| Sell | WARNER BROS DISCOVERY INC | $333,000 | -14.2% | 28,976 | -0.1% | 0.30% | -10.7% | |
| PG | Sell | PROCTER AND GAMBLE CO | $320,000 | -19.4% | 2,533 | -8.7% | 0.29% | -16.3% |
| GLD | Sell | SPDR GOLD TR | $311,000 | -8.3% | 2,010 | -0.0% | 0.28% | -4.8% |
| VDE | Sell | VANGUARD WORLD FDSenergy etf | $307,000 | +2.0% | 3,024 | -1.0% | 0.28% | +5.7% |
| VFH | Sell | VANGUARD WORLD FDSfinancials etf | $299,000 | -5.7% | 4,080 | -2.1% | 0.27% | -2.2% |
| NSC | NORFOLK SOUTHN CORP | $298,000 | -7.5% | 1,416 | 0.0% | 0.27% | -3.9% | |
| FDN | Sell | FIRST TR EXCHANGE-TRADED FDdj internt idx | $293,000 | -8.7% | 2,315 | -7.6% | 0.26% | -5.0% |
| DFS | DISCOVER FINL SVCS | $290,000 | -3.3% | 3,200 | 0.0% | 0.26% | +0.4% | |
| BILL | BILL COM HLDGS INC | $290,000 | +19.8% | 2,200 | 0.0% | 0.26% | +24.3% | |
| KO | Sell | COCA COLA CO | $286,000 | -10.9% | 5,086 | -0.5% | 0.26% | -7.6% |
| XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $284,000 | – | 4,303 | +100.0% | 0.26% | – |
| JMST | Buy | J P MORGAN EXCHANGE TRADED Fultra sht muncpl | $274,000 | -0.4% | 5,450 | +0.0% | 0.25% | +3.8% |
| VO | VANGUARD INDEX FDSmid cap etf | $271,000 | -4.2% | 1,437 | 0.0% | 0.24% | -0.4% | |
| TIP | ISHARES TRtips bd etf | $270,000 | -7.2% | 2,564 | 0.0% | 0.24% | -3.6% | |
| HYT | BLACKROCK CORPOR HI YLD FD I | $268,000 | -10.1% | 31,000 | 0.0% | 0.24% | -6.6% | |
| GMRE | GLOBAL MED REIT INC | $267,000 | -22.4% | 30,750 | 0.0% | 0.24% | -19.5% | |
| VB | VANGUARD INDEX FDSsmall cp etf | $267,000 | -3.3% | 1,564 | 0.0% | 0.24% | +0.4% | |
| STWD | Buy | STARWOOD PPTY TR INC | $264,000 | -2.9% | 14,490 | +11.2% | 0.24% | +0.8% |
| DLTR | New | DOLLAR TREE INC | $262,000 | – | 1,925 | +100.0% | 0.24% | – |
| TSLA | Buy | TESLA INC | $261,000 | +18.6% | 985 | +201.2% | 0.24% | +23.0% |
| CVS | Buy | CVS HEALTH CORP | $257,000 | +4.9% | 2,678 | +0.6% | 0.23% | +9.0% |
| DFAS | Sell | DIMENSIONAL ETF TRUSTus small cap etf | $256,000 | -7.6% | 5,480 | -5.5% | 0.23% | -4.2% |
| DAUG | Sell | FIRST TR EXCHNG TRADED FD VIvest us deep | $249,000 | -42.5% | 8,304 | -38.1% | 0.22% | -40.3% |
| CAT | Sell | CATERPILLAR INC | $248,000 | -17.3% | 1,518 | -9.4% | 0.22% | -14.2% |
| DJUL | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $247,000 | -3.1% | 8,324 | 0.0% | 0.22% | +0.5% | |
| FOCT | FIRST TR EXCHNG TRADED FD VIvest us eqty buf | $246,000 | -2.0% | 7,956 | 0.0% | 0.22% | +1.4% | |
| QTEC | Sell | FIRST TR NASDAQ 100 TECH IND | $244,000 | -22.0% | 2,322 | -14.9% | 0.22% | -18.8% |
| DIS | Sell | DISNEY WALT CO | $243,000 | -20.3% | 2,572 | -20.5% | 0.22% | -17.0% |
| USHY | Sell | ISHARES TRbroad usd high | $242,000 | -61.6% | 7,160 | -60.6% | 0.22% | -60.1% |
| PUBM | PUBMATIC INC | $241,000 | +4.8% | 14,400 | 0.0% | 0.22% | +9.0% | |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $240,000 | -40.3% | 3,778 | -28.1% | 0.22% | -37.9% |
| JPM | Sell | JPMORGAN CHASE & CO | $235,000 | -11.0% | 2,238 | -3.7% | 0.21% | -7.4% |
| LMT | Sell | LOCKHEED MARTIN CORP | $235,000 | -28.8% | 609 | -21.1% | 0.21% | -25.9% |
| OXY | New | OCCIDENTAL PETE CORP | $236,000 | – | 3,827 | +100.0% | 0.21% | – |
| LUCID GROUP INC | $234,000 | -18.5% | 16,730 | 0.0% | 0.21% | -15.3% | ||
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $233,000 | -11.1% | 1,975 | -3.5% | 0.21% | -7.5% |
| FV | Buy | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $232,000 | +1.3% | 5,617 | +2.1% | 0.21% | +5.6% |
| VYM | VANGUARD WHITEHALL FDShigh div yld | $232,000 | -8.3% | 2,475 | 0.0% | 0.21% | -4.6% | |
| MRVL | MARVELL TECHNOLOGY INC | $231,000 | -2.1% | 5,382 | 0.0% | 0.21% | +1.5% | |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $230,000 | -5.0% | 641 | -0.2% | 0.21% | -1.4% |
| SIVB | SVB FINANCIAL GROUP | $229,000 | -15.2% | 683 | 0.0% | 0.21% | -12.0% | |
| AZO | New | AUTOZONE INC | $229,000 | – | 107 | +100.0% | 0.21% | – |
| CSCO | Sell | CISCO SYS INC | $228,000 | -9.2% | 5,735 | -2.5% | 0.20% | -6.0% |
| FNY | Sell | FIRST TR EXCHANGE-TRADED ALPmid cp gr alph | $227,000 | -2.2% | 4,252 | -0.5% | 0.20% | +1.5% |
| PXI | Sell | INVESCO EXCHANGE TRADED FD Tdwa energy mnt | $222,000 | -23.4% | 5,644 | -25.7% | 0.20% | -20.3% |
| PEP | Buy | PEPSICO INC | $221,000 | 0.0% | 1,360 | +1.2% | 0.20% | +3.6% |
| VDC | Buy | VANGUARD WORLD FDSconsum stp etf | $220,000 | -2.7% | 1,286 | +6.5% | 0.20% | +1.0% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $217,000 | -5.2% | 427 | -4.0% | 0.20% | -1.5% |
| FVD | Sell | FIRST TR VALUE LINE DIVID IN | $212,000 | -27.6% | 5,945 | -21.4% | 0.19% | -24.8% |
| AVGO | Buy | BROADCOM INC | $209,000 | -6.7% | 469 | +0.6% | 0.19% | -3.1% |
| COP | New | CONOCOPHILLIPS | $208,000 | – | 2,037 | +100.0% | 0.19% | – |
| UPRO | PROSHARES TRultrpro s&p500 | $206,000 | -18.6% | 7,266 | 0.0% | 0.18% | -15.5% | |
| NET | New | CLOUDFLARE INC | $205,000 | – | 3,700 | +100.0% | 0.18% | – |
| FJUL | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $205,000 | -1.9% | 6,315 | 0.0% | 0.18% | +2.2% | |
| ETSY | New | ETSY INC | $202,000 | – | 2,020 | +100.0% | 0.18% | – |
| VOD | VODAFONE GROUP PLC NEWsponsored adr | $148,000 | -28.2% | 13,125 | 0.0% | 0.13% | -25.7% | |
| NVG | Buy | NUVEEN AMT FREE MUN CR INC F | $139,000 | -1.4% | 11,931 | +10.4% | 0.12% | +2.5% |
| EVV | Buy | EATON VANCE LTD DURATION INC | $134,000 | -5.0% | 14,706 | +8.1% | 0.12% | -0.8% |
| PSEC | PROSPECT CAP CORP | $130,000 | -11.0% | 21,100 | 0.0% | 0.12% | -7.9% | |
| APPH | APPHARVEST INC | $88,000 | -42.9% | 44,250 | 0.0% | 0.08% | -40.6% | |
| CMU | MFS HIGH YIELD MUN TRsh ben int | $60,000 | -10.4% | 20,000 | 0.0% | 0.05% | -6.9% | |
| BKT | BLACKROCK INCOME TR INC | $53,000 | -10.2% | 12,900 | 0.0% | 0.05% | -5.9% | |
| SHIP | Buy | SEANERGY MARITIME HLDGS CORP | $44,000 | +25.7% | 92,372 | +118.0% | 0.04% | +33.3% |
| ABUS | ARBUTUS BIOPHARMA CORP | $24,000 | -29.4% | 12,605 | 0.0% | 0.02% | -24.1% | |
| BBIG | VINCO VENTURES INC | $9,000 | -35.7% | 10,000 | 0.0% | 0.01% | -33.3% | |
| VEON | VEON LTDsponsored adr | $6,000 | -40.0% | 20,000 | 0.0% | 0.01% | -44.4% | |
| New | BLACKROCK CORPOR HI YLD FD Iright 10/13/2022 | $0 | – | 31,000 | +100.0% | 0.00% | – | |
| NLY | Exit | ANNALY CAPITAL MANAGEMENT IN | $0 | – | -11,530 | -100.0% | -0.06% | – |
| PXJ | Exit | INVESCO EXCHANGE TRADED FD Tdynmc oil gas | $0 | – | -43,413 | -100.0% | -0.14% | – |
| EMR | Exit | EMERSON ELEC CO | $0 | – | -2,523 | -100.0% | -0.17% | – |
| IYJ | Exit | ISHARES TRus industrials | $0 | – | -2,322 | -100.0% | -0.18% | – |
| SHW | Exit | SHERWIN WILLIAMS CO | $0 | – | -933 | -100.0% | -0.18% | – |
| DOW | Exit | DOW INC | $0 | – | -4,091 | -100.0% | -0.18% | – |
| BBY | Exit | BEST BUY INC | $0 | – | -3,354 | -100.0% | -0.19% | – |
| TMO | Exit | THERMO FISHER SCIENTIFIC INC | $0 | – | -406 | -100.0% | -0.19% | – |
| FLGT | Exit | FULGENT GENETICS INC | $0 | – | -4,162 | -100.0% | -0.20% | – |
| PTH | Exit | INVESCO EXCHANGE TRADED FD Tdwa healthcare | $0 | – | -2,056 | -100.0% | -0.20% | – |
| HPQ | Exit | HP INC | $0 | – | -7,720 | -100.0% | -0.22% | – |
| PKB | Exit | INVESCO EXCHANGE TRADED FD Tdynmc bldg con | $0 | – | -6,940 | -100.0% | -0.22% | – |
| PSI | Exit | INVESCO EXCHANGE TRADED FD Tdynmc semicndt | $0 | – | -2,661 | -100.0% | -0.22% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -168 | -100.0% | -0.32% | – |
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 2022-10-18
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.