WMG FINANCIAL ADVISORS, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BDN | 117K | $340.18K |
 | T | 115K | $2.86M |
 | PCT | 73K | $622.77K |
 | HIVE | 50K | $129.00K |
 | RF | 49K | $1.32M |
 | ABR | 43K | $330.80K |
 | NVDA | 28K | $5.22M |
 | PSEC | 28K | $72.39K |
 | AAPL | 23K | $6.38M |
 | WMT | 23K | $2.53M |
 | USAC | 22K | $508.85K |
 | NLY | 19K | $424.28K |
 | UPST | 17K | $763.61K |
 | SHIP | 17K | $159.76K |
 | BSM | 17K | $222.61K |
 | STWD | 14K | $252.27K |
 | AGNC | 13K | $136.69K |
 | ABUS | 13K | $60.63K |
 | NIO | 12K | $62.48K |
 | VZ | 9K | $373.33K |
Brandywine Realty Trust
BDN
Shares Held
117K
Value
$340.18K
AT&T Inc.
T
Shares Held
115K
Value
$2.86M
PureCycle Technologies, Inc.
PCT
Shares Held
73K
Value
$622.77K
HIVE Digital Technologies Ltd.
HIVE
Shares Held
50K
Value
$129.00K
Regions Financial Corporation
RF
Shares Held
49K
Value
$1.32M
Arbor Realty Trust, Inc.
ABR
Shares Held
43K
Value
$330.80K
NVIDIA Corporation
NVDA
Shares Held
28K
Value
$5.22M
Prospect Capital Corporation
PSEC
Shares Held
28K
Value
$72.39K
Apple Inc.
AAPL
Shares Held
23K
Value
$6.38M
Walmart Inc.
WMT
Shares Held
23K
Value
$2.53M
USA Compression Partners, LP
USAC
Shares Held
22K
Value
$508.85K
Annaly Capital Management, Inc.
NLY
Shares Held
19K
Value
$424.28K
Upstart Holdings, Inc.
UPST
Shares Held
17K
Value
$763.61K
Seanergy Maritime Holdings Corp.
SHIP
Shares Held
17K
Value
$159.76K
Black Stone Minerals, L.P.
BSM
Shares Held
17K
Value
$222.61K
Starwood Property Trust, Inc.
STWD
Shares Held
14K
Value
$252.27K
AGNC Investment Corp.
AGNC
Shares Held
13K
Value
$136.69K
Arbutus Biopharma Corporation
ABUS
Shares Held
13K
Value
$60.63K
NIO Inc.
NIO
Shares Held
12K
Value
$62.48K
Verizon Communications Inc.
VZ
Shares Held
9K
Value
$373.33K