Stock Taper

WMG FINANCIAL ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Altria Group, Inc.MO3.1K$222.97K
Merck & Co., Inc.MRK3.6K$463.26K
Alphabet Inc.GOOGL3.9K$1.39M
ProShares UltraPro QQQTQQQ4.76K$385.76K
Shopify Inc.SHOP5.07K$578.66K
Space Exploration Technologies Corp.SPCX5.16K$881.13K
Microsoft CorporationMSFT5.21K$1.94M
Exxon Mobil CorporationXOM6.2K$848.18K
The Southern CompanySO7.21K$690.32K
Verizon Communications Inc.VZ7.34K$310.73K
Prudential Financial, Inc.PRU7.59K$819.3K
Amazon.com, Inc.AMZN7.79K$1.86M
Super Micro Computer, Inc.SMCI9.01K$264.23K
Bank of America CorporationBAC9.36K$533.39K
Black Stone Minerals, L.P.BSM10.25K$143.19K
Upstart Holdings, Inc.UPST10.33K$365.89K
Arbutus Biopharma CorpABUS12.61K$60.5K
Starwood Property Trust, Inc.STWD13.01K$213.06K
AGNC Investment Corp.AGNC13.02K$141.94K
Annaly Capital Management, Inc.NLY13.97K$312.48K