Wagner Wealth Management, LLC
Q4 2024 13F Holdings
- Locationgreenville, SC
- Num holdings
241
- Value ($000)
$387,604
- Date Filed01/28/2025
- Form type13F-HR
- CIK0001728657
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
UCON FIRST TR EXCHNG TRADED FD VI | TCW UNCONSTRAI | 33740F888 | $50.71M | 13 % | 2,057,359 | ||
FIRST TR EXCHANGE-TRADED FD | FT VEST S&P 500 | 33739Q705 | $25.62M | 7 % | 510,279 | ||
JPIE J P MORGAN EXCHANGE TRADED F | INCOME ETF | 46641Q159 | $25.55M | 7 % | 560,081 | ||
FSCO FS CREDIT OPPORTUNITIES CORP | COMMON STOCK | 30290Y101 | $23.54M | 6 % | 3,451,786 | ||
JMEE J P MORGAN EXCHANGE TRADED F | SMALL & MID CAP | 46641Q118 | $20.32M | 5 % | 335,962 | ||
JEPI J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | $19.76M | 5 % | 343,408 | ||
AB ACTIVE ETFS INC | HIGH YIELD ETF | 00039J608 | $19.31M | 5 % | 523,281 | ||
SDVY FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | 33741X102 | $14.06M | 4 % | 392,166 | ||
CPLS AB ACTIVE ETFS INC | CORE PLUS BD ETF | 00039J855 | $13.35M | 3 % | 383,154 | ||
JGRO J P MORGAN EXCHANGE TRADED F | ACTIVE GROWTH | 46654Q609 | $12.89M | 3 % | 159,056 |
Rows Per Page
1 - 10 of 24110
- 10
- 50
- 100