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Wagner Wealth Management, LLC

CIK
1728657
City
GREENVILLE
State / Country
SC

Top Portfolio Positions

78 positions · $109,626,195 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

22 quarters · across all stocks

Holdings in RMM

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Shares Held

Position Value (USD)

13 quarters on record
Report Date Value (USD) Shares
2026-03-31 $1,471,590 107,967
2025-12-31 $1,493,751 109,754
2025-09-30 $1,012,961 71,638
2025-06-30 $298,171 22,235
2022-12-31 $212,817 14,779
2022-09-30 $486,597 33,283
2022-06-30 $534,229 33,812
2022-03-31 $751,839 43,737
2021-12-31 $1,532,044 76,032
2021-09-30 $1,469,058 74,008
2021-06-30 $1,768,010 87,180
2021-03-31 $1,692,786 91,010
2020-12-31 $1,242,084 69,780