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Home > Institutional Investor > Wagner Wealth Management, Corp > Profile

Instuitional Investor - Wagner Wealth Management, Corp

Fund Profile
Filing Period:
Fund Name: Wagner Wealth Management, Corp
Portfolio Value $127,779,557
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Pimco Etf Trust
 MINT 298,488 $7,578,610 5.93%
2.
First Tr Exchange-Traded Fd
 377,254 $7,446,994 5.83%
3.
First Tr Exchng Traded Fd Vi
 101,116 $4,464,271 3.49%
4.
Invesco Exch Traded Fd Tr Ii
 124,381 $4,237,611 3.32%
5.
Spdr Series Trust
 KRE 44,494 $3,993,781 3.13%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.