Warner Group LLC - Portfolio overview

Warner Group LLC has 82 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. PSI - INVESCO EXCHANGE TRADED FD T, 11.05%
2. NVDA - NVIDIA CORPORATION, 6.26%
3. QQQ - INVESCO QQQ TR, 5.99%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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