Wagner Wealth Management, Corp - Portfolio overview
Wagner Wealth Management, Corp has 103 reported holdings in this dataset, with the latest filing dated 2026-05-05.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Industrials.
Largest reported holdings by portfolio allocation
- FTCB - FIRST TR EXCHANGE-TRADED FD, 6.22%
- PYLD - PIMCO ETF TR, 6.13%
- UCON - FIRST TR EXCHNG TRADED FD VI, 3.17%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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