Wagner Wealth Management, LLC
Q1 2025 13F Holdings
- Locationgreenville, SC
- Num holdings
243
- Value ($000)
$401,308
- Date Filed04/18/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
UCON FIRST TR EXCHNG TRADED FD VI | TCW UNCONSTRAI | 33740F888 | $54.85M | 14 % | 2,216,317 | ||
FIRST TR EXCHANGE-TRADED FD | FT VEST S&P 500 | 33739Q705 | $29.94M | 8 % | 592,667 | ||
JPIE J P MORGAN EXCHANGE TRADED F | INCOME ETF | 46641Q159 | $29.20M | 7 % | 633,754 | ||
JEPI J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | $21.99M | 6 % | 384,890 | ||
AB ACTIVE ETFS INC | HIGH YIELD ETF | 00039J608 | $20.55M | 5 % | 557,906 | ||
JMEE J P MORGAN EXCHANGE TRADED F | SMALL & MID CAP | 46641Q118 | $20.46M | 5 % | 365,501 | ||
AB ACTIVE ETFS INC | SHORT DURATION H | 00039J830 | $17.36M | 4 % | 488,481 | ||
FSCO FS CREDIT OPPORTUNITIES CORP | COMMON STOCK | 30290Y101 | $15.71M | 4 % | 2,228,898 | ||
SDVY FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | 33741X102 | $14.66M | 4 % | 437,601 | ||
JGRO J P MORGAN EXCHANGE TRADED F | ACTIVE GROWTH | 46654Q609 | $12.50M | 3 % | 169,338 |
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