WMG Financial Advisors, LLC
Top Portfolio Positions
55 positions ·
$47,574,690 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
24,893 | $6,317,592 | 13.28% | |
| NVDA |
Nvidia Corp
Technology
|
28,513 | $4,972,666 | 10.45% | |
| GLD |
Spdr Gold Trust
|
11,090 | $4,771,916 | 10.03% | |
| T |
At&T Inc.
Communication Services
|
107,461 | $3,115,293 | 6.55% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
23,818 | $2,960,099 | 6.22% | |
| MSFT |
Microsoft Corp
Technology
|
5,910 | $2,187,703 | 4.60% | |
| IBIT |
iShares Bitcoin Trust ETF
|
49,884 | $1,916,543 | 4.03% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
8,746 | $1,821,528 | 3.83% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
4,375 | $1,258,074 | 2.64% | |
| XOM |
Exxon Mobil Corp
Energy
|
6,274 | $1,064,445 | 2.24% |
Portfolio Trend
18 quarters · across all stocks
Holdings in BBBY
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $471,888 | 101,700 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $506,961 | 92,850 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $760,683 | 77,700 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $367,048 | 53,350 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $107,010 | 18,450 | Shares | Sole | 2025-05-06 | |
| No 13F history on record for this holder in this stock. | ||||||