Wmg Financial Advisors, LLC - Q42025 Holdings
Wmg Financial Advisors, LLC holds 113 stocks with a total portfolio value of $ 242.75M as of Q42025. In Q42025, Wmg Financial Advisors, LLC added 7 new positions, increased stakes in 31 stocks, reduced 66 holdings, and fully exited 107 positions. The largest holding is American Centy Etf Tr (AVUS), representing 23.12% of the total portfolio.
Company Name
Shares
Value
%
Status
Δ
Ticker
Avg Price
Price
Options