Wagner Wealth Management, LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationgreenville, SC
- CIK0001728657
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
243 | $401.31 M | UCON, FIRST TR EXCHANGE-TRADED FD, JPIE, JEPI | 13F-HR | Apr 18, 2025 | 000139834425007278 | ||
241 | $387.60 M | UCON, FIRST TR EXCHANGE-TRADED FD, JPIE, FSCO | 13F-HR | Jan 28, 2025 | 000139834425001312 | ||
227 | $370.43 M | UCON, FIRST TR EXCHANGE-TRADED FD, JPIE, FSCO | 13F-HR | Oct 11, 2024 | 000139834424018774 | ||
260 | $334.37 M | UCON, FIRST TR EXCHANGE-TRADED FD, FSCO, JEPI | 13F-HR | Jul 18, 2024 | 000139834424012813 | ||
248 | $328.07 M | UCON, FIRST TR EXCHANGE-TRADED FD, FSCO, JEPI | 13F-HR | Apr 23, 2024 | 000139834424007483 | ||
232 | $297.64 M | FIRST TR EXCHANGE-TRADED FD, JEPI, FSCO, JMEE | 13F-HR | Jan 19, 2024 | 000139834424000766 | ||
212 | $272.28 M | FIRST TR EXCHANGE-TRADED FD, JEPI, FSCO, GSST | 13F-HR | Oct 18, 2023 | 000139834423019382 | ||
219 | $261.91 M | FIRST TR EXCHANGE-TRADED FD, JEPI, GSST, FSCO | 13F-HR | Jul 28, 2023 | 000139834423013687 | ||
217 | $220.09 M | FIRST TR EXCHANGE-TRADED FD, JEPI, GSST, XFRAX | 13F-HR | May 17, 2023 | 000139834423009926 | ||
239 | $161.62 M | FIRST TR EXCHANGE-TRADED FD, JEPI, BOND, XFRAX | 13F-HR | Feb 14, 2023 | 000139834423003254 | ||
757 | $134.85 M | FIRST TR EXCHANGE-TRADED FD, BOND, JEPI, PDI | 13F-HR | Nov 14, 2022 | 000139834422021975 | ||
732 | $125.54 M | BOND, FIRST TR EXCHANGE-TRADED FD, FVD, AAPL | 13F-HR | Aug 11, 2022 | 000139834422015287 | ||
205 | $143.06 M | BOND, LMBS, AAPL, HYLS | 13F-HR | May 16, 2022 | 000139834422009655 | ||
707 | $130.74 M | PDI, AAPL, FVD, NDQ | 13F-HR | Feb 15, 2022 | 000139834422003480 | ||
665 | $125.38 M | AAPL, PCI, FVD, LMBS | 13F-HR | Nov 15, 2021 | 000139834421021539 | ||
697 | $139.51 M | PCI, AAPL, PKO, FVD | 13F-HR | Aug 13, 2021 | 000139834421016160 | ||
667 | $127.27 M | PCI, LMBS, PKO, FVD | 13F-HR | May 17, 2021 | 000139834421010914 | ||
209 | $105.26 M | PCI, LMBS, PKO, AAPL | 13F-HR | Feb 9, 2021 | 000139834421002768 | ||
736 | $150.03 M | KO, PCI, QGTA, FVD | 13F-HR | Nov 5, 2018 | 000139834418015949 | ||
700 | $138.58 M | KO, QGTA, VYM, SRLN | 13F-HR | Aug 1, 2018 | 000139834418011026 | ||
663 | $131.17 M | KO, VYM, QGTA, SRLN | 13F-HR | May 10, 2018 | 000139834418007199 | ||
819 | $133.72 M | KO, VYM, SRLN, POWERSHARES ETF TR II | 13F-HR | Feb 22, 2018 | 000139834418002639 |