WMG FINANCIAL ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BDN | 162K | $673.46K |
 | T | 128K | $3.60M |
 | HRL | 124K | $3.06M |
 | ABR | 55K | $673.13K |
 | RF | 55K | $1.45M |
 | PCT | 46K | $610.16K |
 | NIO | 37K | $281.49K |
 | INVZ | 36K | $73.68K |
 | NVDA | 35K | $6.52M |
 | PSEC | 28K | $76.86K |
 | AAPL | 27K | $6.98M |
 | USAC | 23K | $560.98K |
 | WMT | 23K | $2.35M |
 | NLY | 19K | $383.49K |
 | SHIP | 17K | $142.97K |
 | STWD | 17K | $331.56K |
 | VZ | 17K | $747.63K |
 | UPST | 16K | $805.79K |
 | BSM | 16K | $206.96K |
 | ABUS | 13K | $57.23K |
Brandywine Realty Trust
BDN
Shares Held
162K
Value
$673.46K
AT&T Inc.
T
Shares Held
128K
Value
$3.60M
Hormel Foods Corporation
HRL
Shares Held
124K
Value
$3.06M
Arbor Realty Trust, Inc.
ABR
Shares Held
55K
Value
$673.13K
Regions Financial Corporation
RF
Shares Held
55K
Value
$1.45M
PureCycle Technologies, Inc.
PCT
Shares Held
46K
Value
$610.16K
NIO Inc.
NIO
Shares Held
37K
Value
$281.49K
Innoviz Technologies Ltd.
INVZ
Shares Held
36K
Value
$73.68K
NVIDIA Corporation
NVDA
Shares Held
35K
Value
$6.52M
Prospect Capital Corporation
PSEC
Shares Held
28K
Value
$76.86K
Apple Inc.
AAPL
Shares Held
27K
Value
$6.98M
USA Compression Partners, LP
USAC
Shares Held
23K
Value
$560.98K
Walmart Inc.
WMT
Shares Held
23K
Value
$2.35M
Annaly Capital Management, Inc.
NLY
Shares Held
19K
Value
$383.49K
Seanergy Maritime Holdings Corp.
SHIP
Shares Held
17K
Value
$142.97K
Starwood Property Trust, Inc.
STWD
Shares Held
17K
Value
$331.56K
Verizon Communications Inc.
VZ
Shares Held
17K
Value
$747.63K
Upstart Holdings, Inc.
UPST
Shares Held
16K
Value
$805.79K
Black Stone Minerals, L.P.
BSM
Shares Held
16K
Value
$206.96K
Arbutus Biopharma Corporation
ABUS
Shares Held
13K
Value
$57.23K