Wagner Wealth Management, LLC
Q2 2025 13F Holdings
- Locationgreenville, SC
- Num holdings
255
- Value ($000)
$438,531
- Date Filed07/17/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AB ACTIVE ETFS INC | ULTRA SHORT INCM | 00039J103 | $40.19M | 9 % | 793,289 | ||
FIRST TR EXCHANGE-TRADED FD | FT VEST S&P 500 | 33739Q705 | $30.44M | 7 % | 620,041 | ||
JPIE J P MORGAN EXCHANGE TRADED F | INCOME ETF | 46641Q159 | $30.40M | 7 % | 656,341 | ||
JEPI J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | $23.41M | 5 % | 411,797 | ||
JMEE J P MORGAN EXCHANGE TRADED F | SMALL & MID CAP | 46641Q118 | $22.95M | 5 % | 387,521 | ||
AB ACTIVE ETFS INC | HIGH YIELD ETF | 00039J608 | $21.34M | 5 % | 569,440 | ||
UCON FIRST TR EXCHNG TRADED FD VI | SMITH UNCONSTRAI | 33740F888 | $20.05M | 5 % | 805,495 | ||
AB ACTIVE ETFS INC | SHORT DURATION H | 00039J830 | $16.95M | 4 % | 471,586 | ||
SDVY FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | 33741X102 | $16.10M | 4 % | 456,314 | ||
JGRO J P MORGAN EXCHANGE TRADED F | ACTIVE GROWTH | 46654Q609 | $15.89M | 4 % | 184,640 |
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