Holdings
WMG Financial Advisors, LLC
As of Jun 30, 2026, WMG Financial Advisors, LLC reported 50 positions worth US$42M. Largest: Apple Inc, Nvidia Corporation and Walmart Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 23,547 | US$6.81M | −1,346 | Jun 30, 2026 |
| Nvidia Corporation | 26,930 | US$5.39M | −1,583 | Jun 30, 2026 |
| Walmart Inc. | 23,728 | US$2.69M | −90 | Jun 30, 2026 |
| At&t Inc. | 105K | US$2.17M | −2,441 | Jun 30, 2026 |
| Microsoft Corp. | 5,206 | US$1.94M | −704 | Jun 30, 2026 |
| Amazon.com, Inc. | 7,792 | US$1.86M | −954 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 5,097 | US$1.82M | −781 | Jun 30, 2026 |
| Regions Financial Corporation | 35,388 | US$1.07M | −30 | Jun 30, 2026 |
| Broadcom Inc. | 2,618 | US$989K | −506 | Jun 30, 2026 |
| Crowdstrike Holdings, Inc. | 1,269 | US$968K | +42 | Jun 30, 2026 |