WMG Financial Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Knoxville, TN
CIK
0001906711
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 125 153,302 AVUS, AVUV, AVDE, AMERICAN CENTY ETF TR 13F-HR 2/8/2024 000190671124000001
Q3 2023 99 117,737 AVUS, AVUV, AVDE, HRL 13F-HR 11/14/2023 000190671123000004
Q2 2023 123 135,874 AVUS, AVUV, AVDE, HRL 13F-HR 8/3/2023 000190671123000003
Q1 2023 118 120,743 AVUS, AVUV, HRL, AAPL 13F-HR 4/18/2023 000190671123000002
Q4 2022 135 117,499 AVUS, AVUV, HRL, AAPL 13F-HR 2/10/2023 000190671123000001
Q3 2022 140 111,070 AVUS, AVUV, HRL, AAPL 13F-HR 10/18/2022 000190671122000005
Q2 2022 143 115,370 AVUS, HRL, AVUV, DFAU 13F-HR 8/8/2022 000190671122000004
Q1 2022 172 136,064 AVUS, AVUV, HRL, DFAU RESTATEMENT 8/4/2022 000190671122000003
Q4 2021 175 128,327 DFAU, AVUS, AVUV, MSFT 13F-HR 2/14/2022 000190671122000001
Additional filings from WMG Financial Advisors, LLC that have since been restated