Managed by Wmg Financial Advisors, Llc • Latest filing Q4 2025
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $56.1M | 502.0K | 0.00% | — |
| 2 | ? N/A — | $54.7M | 503.7K | 0.00% | — |
| 3 | ? N/A — | $51.3M | 508.4K | 0.00% | — |
| 4 | ? N/A — | $45.2M | 489.0K | 0.00% | — |
| 5 | ? N/A — | $45M | 464.0K | 0.00% | — |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| 6 |
? N/A — |
| $42.3M |
| 444.5K |
| 0.00% |
| — |
| 7 | ? N/A — | $37.8M | 418.9K | 0.00% | — |
| 8 | ? N/A — | $34.6M | 387.0K | 0.00% | — |
| 9 | M MDT — | $30.5M | 299.4K | 0.00% | — |
| 10 | M MDT — | $30M | 301.5K | 0.00% | — |
| 11 | ? N/A — | $29.9M | 366.4K | 0.00% | — |
| 12 | M MDT — | $27.8M | 304.8K | 0.00% | — |
| 13 | M MDT — | $26.3M | 272.8K | 0.00% | — |
| 14 | M MDT — | $25.5M | 292.0K | 0.00% | — |
| 15 | M MDT — | $24.4M | 254.2K | 0.00% | — |
| 16 | ? N/A — | $24.1M | 328.7K | 0.00% | — |
| 17 | ? N/A — | $23.9M | 317.4K | 0.00% | — |
| 18 | M MDT — | $21.5M | 239.8K | 0.00% | — |
| 19 | M MDT — | $20.5M | 218.7K | 0.00% | — |
| 20 | M MDT — | $18.3M | 203.7K | 0.00% | — |