Fund Holdings — WMG Financial Advisors, LLC

Total Portfolio Value
$299.75M
Total Bought
$28.55M
Total Sold
$21.11M
Net Transaction
+$7.44M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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AMERICAN CENTY ETF TR508,378503,666-4,71251,25554,74818.26%+3,494
AMERICAN CENTY ETF TR304,829301,474-3,35527,77030,00610.01%+2,236
ISHARES TR09,044+9,04402,1880.73%+2,188
AMPLIFY ETF TR030,085+30,08502,0170.67%+2,017
CALAMOS ETF TR
AUTOC INCOM ETF
073,210+73,21002,0110.67%+2,011
INVESCO EXCH TRADED FD TR II5,99416,125+10,1312351,9520.65%+1,717
ISHARES BITCOIN TRUST ETF(IBIT)022,711+22,71101,4760.49%+1,476
SELECT SECTOR SPDR TR
ST STR ENERG ETF
16,12931,403+15,2741,3682,8060.94%+1,438
VANGUARD WORLD FD
INF TECH ETF
3,4204,799+1,3792,2683,5831.20%+1,315
SPDR GOLD TR(GLD)7,3179,439+2,1222,2303,3551.12%+1,125
APPLE INC(AAPL)28,61327,410-1,2035,8716,9792.33%+1,109
AMERICAN CENTY ETF TR101,528101,962+4348,0499,0783.03%+1,029
VANECK ETF TRUST
BDC INCOME ETF
27,35079,950+52,6004451,1940.40%+749
ALPS ETF TR
ALERIAN MLP
29,52646,021+16,4951,4432,1600.72%+717
AMERICAN CENTY ETF TR222,370216,528-5,84216,45817,0845.70%+626
SERIES PORTFOLIOS TR
ELDRIDGE BBB B
64,65086,510+21,8601,7292,3200.77%+591
AMERICAN CENTY ETF TR110,627108,788-1,8397,5828,1712.73%+589
SELECT SECTOR SPDR TR
ST STR FINL ETF
010,138+10,13805460.18%+546
ALPHABET INC(GOOG)6,1826,537+3551,0891,5890.53%+500
SERIES PORTFOLIOS TR
ELDR AAA CLO ETF
59,06078,260+19,2001,5122,0010.67%+489
NVIDIA CORPORATION(NVDA)38,36234,948-3,4146,0616,5212.18%+460
VANGUARD INDEX FDS5,1815,478+2972,9433,3551.12%+412
BED BATH & BEYOND INC(NXH)53,35077,700+24,3503677610.25%+394
AMERICAN CENTY ETF TR139,326137,759-1,5679,1099,4903.17%+381
ISHARES SILVER TR(SLV)11,25317,336+6,0833697350.25%+365
BROADCOM INC(AVGO)8,2097,948-2612,2632,6220.87%+359
VANGUARD ADMIRAL FDS INC01,751+1,75103490.12%+349
BRANDYWINE RLTY TR(BDN)84,000161,500+77,5003606730.22%+313
WISDOMTREE TR(WT)010,950+10,95003130.10%+313
ABRDN PALLADIUM ETF TRUST02,725+2,72503110.10%+311
SIMPLIFY EXCHANGE TRADED FUN
HEALTH CARE ETF
09,523+9,52303020.10%+302
APPLOVIN CORP(APP)0412+41202960.10%+296
ISHARES TR
MSCI USA MMENTM
01,150+1,15002950.10%+295
CAMBRIA ETF TR010,000+10,00002920.10%+292
MICROSOFT CORP(MSFT)9,3149,501+1874,6324,9211.64%+288
ETF SER SOLUTIONS
DEFIA QUANT ETF
02,575+2,57502700.09%+270
PROCURE ETF TRUST II
SPACE ETF
07,300+7,30002600.09%+260
INVESCO QQQ TR3,8423,957+1152,1192,3760.79%+256
INVESCO EXCHANGE TRADED FD T
WATER RES ETF
03,322+3,32202400.08%+240
FIRST TR EXCHANGE-TRADED FD5,9944,790-1,2042354740.16%+239
CALAMOS ETF TR
NASDAQ EQUITY
07,886+7,88602380.08%+238
MICRON TECHNOLOGY INC(MU)01,353+1,35302260.08%+226
INVESCO EXCH TRADED FD TR II5,9949,148+3,1542354520.15%+217
SIMON PPTY GROUP INC NEW(SPG)01,156+1,15602170.07%+217
CHEVRON CORP NEW(CVX)01,395+1,39502170.07%+217
SPDR SERIES TRUST
ST STR SP SEMI
0677+67702160.07%+216
EATON CORP PLC(ETN)0575+57502150.07%+215
THERMO FISHER SCIENTIFIC INC(TMO)0440+44002130.07%+213
AMERICAN CENTY ETF TR54,31954,220-993,7053,9181.31%+213
ISHARES TR01,274+1,27402100.07%+210
SPDR SERIES TRUST
ST STR SP CAPMKT
01,362+1,36202080.07%+208
CISCO SYS INC(CSCO)02,972+2,97202030.07%+203
APPLIED MATLS INC0987+98702020.07%+202
VANGUARD INDEX FDS0966+96602020.07%+202
ISHARES TR01,800+1,80002000.07%+200
ABRDN PLATINUM ETF TRUST2,4203,470+1,0502974960.17%+198
SPDR S&P 500 ETF TR(SPY)5,2615,176-853,2503,4481.15%+198
AMAZON COM INC(AMZN)9,86510,668+8032,1642,3420.78%+178
REGIONS FINANCIAL CORP NEW(RF)54,94355,056+1131,2921,4520.48%+160
VANGUARD INDEX FDS6,7516,725-262,0522,2070.74%+155
PROSHARES TR
ULTRPRO S&P500
7,2667,26606648100.27%+146
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
38,53737,403-1,1342,0082,1510.72%+144
WALMART INC(WMT)22,57322,795+2222,2072,3490.78%+142
ORACLE CORP(ORCL)2,9902,792-1986547850.26%+132
CROWDSTRIKE HLDGS INC(CRWD)8291,124+2954225510.18%+129
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
1,5942,187+5932904150.14%+125
ALPHABET INC(GOOG)2,2952,179-1164075290.18%+122
FIRST TR EXCHANGE-TRADED FD
FT VEST S&P 500
20,84522,964+2,1191,0231,1320.38%+109
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
1,7002,241+5412413480.12%+107
CATERPILLAR INC(CAT)9551,000+453714770.16%+106
INVESCO EXCHANGE TRADED FD T
DORSEY WRGT INDS
1,7442,197+4532743800.13%+106
ISHARES TR5,9946,083+892353370.11%+102
INVESCO EXCHANGE TRADED FD T
NASDAQ INTERNT
5,7987,215+1,4173034030.13%+100
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
25,09727,810+2,7136207190.24%+99
JPMORGAN CHASE & CO.(JPM)2,9092,967+588439360.31%+93
PALANTIR TECHNOLOGIES INC(PLTR)3,7943,329-4655176070.20%+90
TESLA INC(TSLA)1,4991,271-2284765650.19%+89
FIRST TR EXCHANGE TRADED FD
NASDQ SEMCNDTR
11,29510,431-8641,0841,1660.39%+83
EXXON MOBIL CORP8,2338,597+3648889690.32%+82
SHOPIFY INC(SHOP)2,4402,44002813630.12%+81
PURECYCLE TECHNOLOGIES INC(PCT)38,90046,400+7,5005336100.20%+77
UNITEDHEALTH GROUP INC(UNH)1,5521,618+664845590.19%+75
ALTRIA GROUP INC(MO)5,7816,240+4593394120.14%+73
ABBVIE INC(ABBV)1,7381,695-433233920.13%+70
AMERICAN CENTY ETF TR20,05020,05001,3271,3950.47%+68
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,5941,672+784044710.16%+68
VANGUARD STAR FDS20,12719,848-2791,3911,4580.49%+67
KLA CORP(KLAC)33833803033650.12%+62
JOHNSON & JOHNSON(JNJ)2,1002,038-623213770.13%+57
ARBOR REALTY TRUST INC57,80055,129-2,6716186730.22%+55
FIRST TR EXCHANGE TRADED FD
TECH ALPHADEX
5,1055,102-38038570.29%+54
FIRST TR EXCHANGE TRADED FD
UTILITIES ALPH
17,72817,645-837518020.27%+51
INVESCO EXCHANGE TRADED FD T
BLDG CONSTR ETF
3,6843,616-682963460.12%+50
BOEING CO(BA)2,3582,513+1554945420.18%+48
ISHARES TR4,8714,87105325790.19%+46
PALO ALTO NETWORKS INC(PANW)1,2181,452+2342492960.10%+46
INVESCO EXCHANGE TRADED FD T
SEMICONDUCTORS
4,4134,41302653100.10%+46
WILLIAMS COS INC(WMB)3,2493,877+6282042460.08%+42
HIVE DIGITAL TECHNOLOGIES LT(HIVE)010,000+10,0000400.01%+40
INNOVIZ TECHNOLOGIES LTD(INVZ)21,00036,117+15,11734740.02%+39
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WMG Financial Advisors, LLC — 13F Holdings — Q3 2025 | TickerTrail