Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

RMG Wealth Management

Latest statistics and disclosures from RMG Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHG, VTV, IMCG, SJNK, PKB, and represent 73.15% of RMG Wealth Management's stock portfolio.
Added to shares of these 10 stocks: IMCG (+$134M), SJNK (+$88M), PKB (+$87M), SCHG (+$16M), VTV (+$12M), IGIB (+$9.0M), SPIB, FLOT, MGK, TMAT.
Started 206 new stock positions in BRCC, HMC, ARCC, Frontline, Streamex Corp, VIOV, BAH, SGOV, Hydrograph Clean Pwr I F, TMAT.
Reduced shares in these 10 stocks: IMCB (-$117M), RSPT (-$87M), , VUG, BIBL, SCHD, PTL, Nushares Etf Tr, Nushares Etf Tr, .
Sold out of its positions in ANGI, APG, Abiomed Inc CVRXXX Contingent Value Right, WMS, A, AEM, ABNB, EADSY, ALNY, Altaba.
RMG Wealth Management was a net buyer of stock by $76M.
RMG Wealth Management has $971M in assets under management (AUM), dropping by 12.13%.
Central Index Key (CIK): 0001844731

Tip: Access up to 7 years of quarterly data

Positions held by RMG Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for RMG Wealth Management

RMG Wealth Management holds 578 positions in its portfolio as reported in the June 2026 quarterly 13F filing

RMG Wealth Management has 578 total positions. Only the first 250 positions are shown.

Sign up to view all of the RMG Wealth Management June 30, 2026 positions
Download the RMG Wealth Management June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab U.s. Large-cap Growth Etf SHS (SCHG)	21.5	$209M	+8%	5.9M	35.61	View chart
Vanguard Morningstar Value Etf SHS (VTV)	19.8	$193M	+6%	851k	226.29	View chart
Ishares Morningstar Mid-cap Etf SHS (IMCG)	13.8	$134M	NEW	1.3M	100.50	View chart
State Street Spdr Bloomberg Short Term High Yield Bond Etf SHS (SJNK)	9.1	$88M	NEW	3.5M	24.87	View chart
Invesco S&p 500 Equal Weight Technology Etf SHS (PKB)	9.0	$87M	NEW	1.3M	65.55	View chart
Ishares 5-10 Year Investment Grade Corporate Bond Etf SHS (IGIB)	6.7	$66M	+16%	1.3M	52.24	View chart
Schwab U.s. Small-cap Etf SHS (SCHA)	5.4	$53M		1.5M	35.10	View chart
Ishares Floating Rate Bond Etf SHS (FLOT)	3.6	$35M	+13%	685k	50.93	View chart
State Street Spdr Portfolio Intermediate Term Corporate Bond Etf SHS (SPIB)	3.4	$33M	+15%	1.0M	33.11	View chart
Schwab Fundamental International Small Equity Etf SHS (SCHD)	0.8	$7.6M	-11%	149k	51.04	View chart
Vanguard S&p 500 Etf SHS (VOO)	0.4	$4.2M		5.9k	710.17	View chart
Apple (AAPL)	0.4	$4.0M		13k	302.25	View chart
Vanguard Morningstar Mega Cap Growth Etf SHS (MGK)	0.4	$3.6M	NEW	40k	90.21	View chart
Vanguard Morningstar Mid-cap Etf SHS (VO)	0.3	$3.3M		40k	83.57	View chart
Vanguard Morningstar Growth Etf SHS (VUG)	0.3	$2.5M	-54%	29k	88.87	View chart
Inspire 100 Etf SHS (TMAT)	0.2	$1.8M	NEW	32k	57.18	View chart
Ishares 0-5 Year High Yield Corporate Bond Etf SHS (SHYG)	0.2	$1.8M	+48%	43k	42.19	View chart
Schwab U.s. Broad Marketetf SHS (SCHB)	0.2	$1.5M		51k	29.90	View chart
Lockheed Martin Corporation (LMT)	0.2	$1.5M		2.5k	606.81	View chart
Schwab U.s. Large-cap Value Etf SHS (SCHV)	0.2	$1.5M		42k	35.19	View chart
NVIDIA Corporation (NVDA)	0.1	$1.2M	+3%	5.6k	224.08	View chart
Deere & Company (DE)	0.1	$1.1M		1.8k	619.76	View chart
Microsoft Corporation (MSFT)	0.1	$929k	+5%	1.9k	492.49	View chart
Constellation Energy (CEG)	0.1	$898k		3.2k	278.67	View chart
Ishares S&p 500 Growth Etf SHS (IVW)	0.1	$888k		6.3k	141.49	View chart
Ishares Core S&p 500 Etf SHS (IVV)	0.1	$876k		1.1k	776.19	View chart
Nuveen Esg Dividend Etf SHS (NUEM)	0.1	$864k	NEW	25k	34.18	View chart
Nuveen Esg Large-cap Growth Etf SHS (NULV)	0.1	$858k	NEW	7.3k	117.31	View chart
Inspire Small/mid Cap Etf SHS (ISMD)	0.1	$746k	+4%	15k	50.29	View chart
Amazon (AMZN)	0.1	$718k	-3%	2.7k	267.24	View chart
Advanced Micro Devices (AMD)	0.1	$712k		1.5k	482.93	View chart
Alliant Energy Corporation (LNT)	0.1	$700k		10k	70.24	View chart
Ishares Russell 2000 Etf SHS (IWM)	0.1	$690k		2.3k	302.71	View chart
Schwab Municipal Bond Etf SHS (FNDA)	0.1	$690k	NEW	27k	25.41	View chart
Johnson & Johnson (JNJ)	0.1	$686k	+6%	2.6k	260.86	View chart
Space Ex Tech Spacex Class A Cl A	0.1	$621k	NEW	4.2k	146.15	View chart
Inspire Corporate Bond Etf SHS	0.1	$620k	NEW	26k	23.64	View chart
Wal-Mart Stores (WMT)	0.1	$607k	+5%	5.2k	116.01	View chart
JPMorgan Chase & Co. (JPM)	0.1	$586k	+4%	1.6k	365.18	View chart
Alphabet Inc Class A Cl A (GOOGL)	0.1	$579k		1.7k	343.54	View chart
Calvert Us Mid-cap Core Responsible Index Etf SHS	0.1	$574k	NEW	7.3k	78.32	View chart
McDonald's Corporation (MCD)	0.1	$570k	+3%	2.1k	275.70	View chart
Vanguard Intermediate-term Corporate Bond Index Fun SHS (VCIT)	0.1	$564k	-26%	6.9k	81.20	View chart
Nuveen Esg High Yield Corporate Bond Etf SHS	0.0	$479k	NEW	23k	21.27	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$462k		638.00	723.70	View chart
McKesson Corporation (MCK)	0.0	$436k		496.00	878.73	View chart
Pimco Corporate & Income Com Shs (PCN)	0.0	$426k	NEW	36k	11.92	View chart
U.S. Bancorp (USB)	0.0	$414k		6.4k	65.02	View chart
Eaton Corp Plc F Ord Shs (ETN)	0.0	$410k		891.00	459.96	View chart
Exxon Mobil Corporation (XOM)	0.0	$376k		2.4k	159.76	View chart
MGE Energy (MGEE)	0.0	$349k		4.3k	81.32	View chart
Ishares Bitcoin Trust Etf SHS (IBIT)	0.0	$342k	+9%	9.5k	35.89	View chart
Fidelity National Information Services (FIS)	0.0	$341k	+159%	8.1k	41.92	View chart
Allstate Corporation (ALL)	0.0	$325k		1.3k	255.84	View chart
UMB Financial Corporation (UMBF)	0.0	$315k		2.1k	149.45	View chart
Broadcom (AVGO)	0.0	$313k	+50%	753.00	416.05	View chart
Costco Wholesale Corporation (COST)	0.0	$312k	+3%	328.00	949.58	View chart
Berkshire Hathaway Class B CL B (BRK.B)	0.0	$311k	+134%	610.00	510.00	View chart
Tesla Motors (TSLA)	0.0	$303k	+7%	926.00	327.51	View chart
Vanguard Dividend Appreciation Index Fund Etf Shares SHS (VIG)	0.0	$297k		1.2k	246.19	View chart
Schwab U.s. Mid-cap Etf SHS (SCHM)	0.0	$285k		7.8k	36.30	View chart
Home Depot (HD)	0.0	$284k	+9%	828.00	343.43	View chart
Vanguard Morningstar Total Stock Market Etf SHS (VTI)	0.0	$273k		716.00	381.83	View chart
Vanguard Morningstar Small-cap Etf SHS (VIOV)	0.0	$252k	NEW	821.00	307.25	View chart
Abbvie (ABBV)	0.0	$249k	+9%	1.0k	248.70	View chart
Exelon Corporation (EXC)	0.0	$249k	-4%	5.5k	45.22	View chart
Chevron Corporation (CVX)	0.0	$241k	-8%	1.2k	196.60	View chart
Amgen (AMGN)	0.0	$240k	+7%	576.00	416.18	View chart
Meta Platforms Inc Class A Cl A (META)	0.0	$239k	-3%	412.00	578.85	View chart
Nuveen Esg Small-cap Etf SHS (NUMV)	0.0	$229k	NEW	4.3k	52.88	View chart
Graphene Mfg Group Ordf Ord Shs (GRFX)	0.0	$227k	NEW	155k	1.46	View chart
Jpmorgan Ultra-short Income Etf SHS (JPST)	0.0	$220k	NEW	4.4k	50.46	View chart
State Street Spdr S&p 500 Etf Trust Unit (SPY)	0.0	$219k		283.00	772.49	View chart
Performance Food (PFGC)	0.0	$215k	-2%	2.0k	107.41	View chart
State Street Spdr Nuveenice High Yield Municipalbond Etf SHS (SHM)	0.0	$213k	NEW	8.5k	24.98	View chart
Ishares Msci Usa Value Factor Etf SHS (VLUE)	0.0	$207k		1.0k	200.26	View chart
Middleby Corporation (MIDD)	0.0	$193k		1.6k	118.95	View chart
General Electric (GE)	0.0	$192k	+11%	524.00	365.39	View chart
Thermo Fisher Scientific (TMO)	0.0	$189k		314.00	603.01	View chart
Schwab Fundamental U.s. Large Company Etf SHS (SCHX)	0.0	$186k	+142%	5.7k	32.46	View chart
Nestle S A Funsponsored Adr 1 Adr Reps 1 Ord Spon Adr (NSRGY)	0.0	$184k		1.9k	97.45	View chart
MasTec (MTZ)	0.0	$183k		651.00	281.11	View chart
Vaneck Semiconductor Etf SHS (SMH)	0.0	$181k		309.00	584.83	View chart
Ishares Esg 1-5 Year Usdcorporate Bond Etf SHS (IFRA)	0.0	$180k	NEW	7.2k	24.85	View chart
Palantir Technologies Inclass Class A Cl A (PLTR)	0.0	$179k		1.0k	171.04	View chart
Fortinet (FTNT)	0.0	$171k		1.1k	160.84	View chart
Vanguard Ftse Developed Markets Index Fund Etf Shares SHS (VEA)	0.0	$170k	+103%	2.3k	73.30	View chart
Invesco Rafi Us 1500 Small-mid Etf SHS (DJD)	0.0	$161k	NEW	2.9k	56.33	View chart
Southern Company (SO)	0.0	$155k		1.7k	92.52	View chart
Vanguard Total International Stock Index Fund Etf Shares SHS (VXUS)	0.0	$153k	NEW	1.8k	87.54	View chart
Applied Materials (AMAT)	0.0	$152k		277.00	548.15	View chart
Invesco Nasdaq 100 Etf SHS	0.0	$151k	NEW	506.00	297.98	View chart
Intel Corporation (INTC)	0.0	$147k	+3%	1.5k	100.96	View chart
Invesco Rafi Us 1000 Etf SHS (PRF)	0.0	$144k		2.6k	56.12	View chart
State Street Technology Select Sector Spdr Etf SHS (XLK)	0.0	$144k		764.00	188.86	View chart
Cameco Corporation (CCJ)	0.0	$139k		1.4k	99.03	View chart
Ishares Msci Usa Qualityfactor Etf SHS (QUAL)	0.0	$138k	NEW	612.00	225.45	View chart
Carlisle Companies (CSL)	0.0	$136k		355.00	382.61	View chart
Diamondback Energy (FANG)	0.0	$133k		662.00	200.84	View chart
First Trust Technology Alphadex Fund SHS (FEM)	0.0	$133k	NEW	600.00	221.00	View chart
Schwab Fundamental International Equity Etf SHS (FNDF)	0.0	$132k	+161%	2.4k	55.41	View chart
Ge Vernova (GEV)	0.0	$128k	+6%	123.00	1039.90	View chart
Caterpillar (CAT)	0.0	$128k		149.00	855.60	View chart
LKQ Corporation (LKQ)	0.0	$126k		5.1k	24.71	View chart
Principal Financial (PFG)	0.0	$121k		1.1k	113.74	View chart
Hydrograph Clean Pwr I F	0.0	$121k	NEW	26k	4.57	View chart
Jpmorgan Equity Premium Income Etf SHS (JEPI)	0.0	$117k	NEW	2.0k	57.84	View chart
Wec Energy Group (WEC)	0.0	$116k		1.1k	109.11	View chart
Cdw (CDW)	0.0	$114k		834.00	136.67	View chart
Wells Fargo & Company (WFC)	0.0	$114k		1.3k	88.93	View chart
Nextera Energy (NEE)	0.0	$112k		1.3k	85.75	View chart
Ishares Russell 1000 Growth Etf SHS (IWF)	0.0	$110k		880.00	124.42	View chart
Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps 5 Ord Spon Adr (TSM)	0.0	$108k	-13%	251.00	429.15	View chart
Spdr Gold Shares SHS (GLD)	0.0	$104k		256.00	404.92	View chart
T. Rowe Price Small-mid Cap Etf SHS (TAGG)	0.0	$102k	NEW	2.3k	44.54	View chart
Ishares International Select Dividend Etf SHS (IDV)	0.0	$98k	NEW	2.2k	44.31	View chart
American Conservative Values Etf SHS (ACVF)	0.0	$97k	-2%	1.7k	56.60	View chart
Ishares Msci Usa Momentum Factor Etf SHS (MTUM)	0.0	$96k	NEW	305.00	314.73	View chart
First Trust Dow Jones Internet Index Fund SHS (FDN)	0.0	$96k		328.00	291.35	View chart
Ishares Gold Trust SHS	0.0	$95k	NEW	1.1k	82.98	View chart
Crowdstrike Hldgs Inc Class Class A Cl A (CRWD)	0.0	$95k	+259%	428.00	221.78	View chart
Amtrust Finl S Pfdpfd Ser D Pfd Ser D (AFSIP)	0.0	$94k		6.4k	14.65	View chart
Fidelity Nasdaq Composite Index Etf SHS (FSTA)	0.0	$93k	NEW	890.00	104.71	View chart
Morgan Stanley (MS)	0.0	$93k	+72%	427.00	217.64	View chart
Wheaton Precious Metals Corp (WPM)	0.0	$93k		688.00	134.88	View chart
Manulife Finl Corp (MFC)	0.0	$92k		2.1k	43.78	View chart
Cisco Systems (CSCO)	0.0	$90k	+70%	723.00	123.82	View chart
Visa Inc Class A Cl A (V)	0.0	$88k	-14%	246.00	359.42	View chart
MGIC Investment (MTG)	0.0	$88k	-11%	2.9k	30.64	View chart
State Street Spdr Portfolio S&p 500 Etf SHS (SPYM)	0.0	$87k	NEW	959.00	90.94	View chart
Emerson Electric (EMR)	0.0	$87k	+6%	531.00	163.80	View chart
Atmos Energy Corporation (ATO)	0.0	$85k		501.00	169.59	View chart
Pfizer (PFE)	0.0	$85k	+5%	3.2k	26.31	View chart
WESCO International (WCC)	0.0	$84k		230.00	364.60	View chart
Safe Bulkers Pfd Ser D	0.0	$84k	NEW	3.2k	26.47	View chart
State Street Spdr Portfolio Long Term Corporate Bond Etf SHS (SPLB)	0.0	$83k	-18%	3.9k	21.38	View chart
Metropcs Communications (TMUS)	0.0	$81k		455.00	177.13	View chart
Jack Henry & Associates (JKHY)	0.0	$80k		524.00	152.31	View chart
Alps International Sector Dividend Dogs Etf SHS (IDOG)	0.0	$79k		1.8k	43.87	View chart
First Trust Nyse Arca Biotechnology Index Fund SHS (FBT)	0.0	$77k	+15%	298.00	258.95	View chart
Softbank Grp Corp Fsponsored Adr 1 Adr Reps 0.5 Ord Spon Adr (SFTBY)	0.0	$77k	-7%	4.4k	17.46	View chart
Ishares Silver Trust SHS (SLV)	0.0	$76k		1.3k	59.06	View chart
Corning Incorporated (GLW)	0.0	$75k		450.00	167.44	View chart
State Street Spdr S&p 600 Small Cap Value Etf SHS (SLYV)	0.0	$75k	NEW	675.00	110.96	View chart
Midera Food Processing	0.0	$71k	NEW	1.6k	43.74	View chart
Ishares U.s. Home Construction Etf SHS (ITB)	0.0	$70k		710.00	98.17	View chart
Norfolk Southern (NSC)	0.0	$68k		204.00	335.41	View chart
At&t (T)	0.0	$67k		2.8k	24.25	View chart
Stryker Corporation (SYK)	0.0	$67k		193.00	347.21	View chart
Netflix (NFLX)	0.0	$67k	-19%	900.00	74.21	View chart
Wisdomtree U.s. Largecapdividend Fund SHS (DLN)	0.0	$67k	NEW	659.00	101.17	View chart
First Trust Health Care Alphadex Fund SHS (FXN)	0.0	$66k	NEW	502.00	131.82	View chart
Ishares U.s. Healthcare Providers Etf SHS (IHF)	0.0	$66k		1.2k	57.08	View chart
Vanguard Ftse Emerging Markets Index Fund Etf Shares SHS (VWO)	0.0	$66k	+53%	1.1k	60.41	View chart
Coinbase Global Inc Class Class A Cl A (COIN)	0.0	$64k		426.00	149.04	View chart
Starbucks Corporation (SBUX)	0.0	$63k	+48%	584.00	108.49	View chart
Vaneck Gold Miners Etf SHS (GDX)	0.0	$61k		671.00	90.96	View chart
Ishares S&p Mid-cap 400 Growth Etf SHS (IJK)	0.0	$60k		504.00	118.14	View chart
Nucor Corporation (NUE)	0.0	$58k		213.00	271.81	View chart
State Street Spdr S&p Midcap 400 Etf Trust SHS (MDY)	0.0	$56k		78.00	711.72	View chart
International Business Machines (IBM)	0.0	$55k	-50%	232.00	235.98	View chart
Ishares Russell 1000 Etf SHS (IWB)	0.0	$55k		129.00	423.27	View chart
State Street Financial Select Sector Spdr Etf SHS (XLF)	0.0	$55k		941.00	57.92	View chart
Procter & Gamble Company (PG)	0.0	$53k	+67%	370.00	144.08	View chart
Martin Marietta Materials (MLM)	0.0	$53k	-7%	98.00	543.90	View chart
State Street Spdr Portfolio S&p 500 Growthetf SHS (SPYG)	0.0	$51k	NEW	420.00	122.47	View chart
Xcel Energy (XEL)	0.0	$51k		648.00	78.60	View chart
Abbott Laboratories (ABT)	0.0	$50k		453.00	110.91	View chart
Analog Devices (ADI)	0.0	$48k		124.00	384.43	View chart
Bank of America Corporation (BAC)	0.0	$48k	+21%	732.00	64.84	View chart
Schwab International Equity Etf SHS (SCHF)	0.0	$47k		1.7k	28.41	View chart
Oracle Corporation (ORCL)	0.0	$46k	+2%	301.00	153.28	View chart
Vanguard International Dividend Appreciation Index Fund Etf Shares SHS (VIGI)	0.0	$46k	NEW	462.00	99.32	View chart
State Street Industrial Select Sector Spdr Etf SHS (XLI)	0.0	$46k		246.00	185.88	View chart
Boeing Company (BA)	0.0	$45k	NEW	196.00	231.20	View chart
State Street Consumer Discretionary Select Sector Spdr Etf SHS (XLY)	0.0	$45k		384.00	117.89	View chart
Accenture Plc Ireland Fclass Class A Cl A (ACN)	0.0	$45k	-43%	249.00	180.14	View chart
Ishares Russell 1000 Value Etf SHS (IWD)	0.0	$44k		170.00	257.77	View chart
Pepsi (PEP)	0.0	$44k	-13%	314.00	138.70	View chart
Amphenol Corp New Class A Cl A (APH)	0.0	$44k		256.00	169.96	View chart
Philip Morris International (PM)	0.0	$43k	+618%	230.00	186.19	View chart
Tapestry (TPR)	0.0	$43k		277.00	153.74	View chart
Servicenow (NOW)	0.0	$43k	-3%	340.00	124.94	View chart
Raytheon Technologies Corp (RTX)	0.0	$42k	+92%	189.00	223.32	View chart
Ishares Russell 3000 Etf SHS (IWV)	0.0	$42k		95.00	440.21	View chart
Vanguard Morningstar Mid-cap Value Etf SHS (VOE)	0.0	$42k	NEW	200.00	208.85	View chart
Thrivent Mid Cap Value Etf SHS	0.0	$42k	NEW	2.3k	18.14	View chart
Alphabet Inc Class Class C CL C (GOOG)	0.0	$39k	+132%	114.00	342.37	View chart
Ishares U.s. Oil & Gas Exploration & Productionetf SHS (IEO)	0.0	$39k		300.00	129.11	View chart
salesforce (CRM)	0.0	$39k	-38%	200.00	193.32	View chart
Verizon Communications (VZ)	0.0	$38k	-28%	813.00	46.97	View chart
Ford Motor Company (F)	0.0	$38k	+61%	2.8k	13.83	View chart
Suncor Energy (SU)	0.0	$38k		588.00	63.88	View chart
Ishares U.s. Medical Devices Etf SHS (IHI)	0.0	$37k		660.00	56.08	View chart
State Street Spdr Portfolio Developed World Ex-us Etf SHS (SPDW)	0.0	$37k	NEW	712.00	51.93	View chart
Wisdomtree U.s. Quality Dividend Growth Fund SHS (DGRW)	0.0	$37k	NEW	369.00	100.02	View chart
Ishares Core S&p Small-cap Etf SHS (IJR)	0.0	$37k	NEW	245.00	149.04	View chart
Ishares U.s. Healthcare Etf SHS (IYH)	0.0	$36k	NEW	500.00	71.17	View chart
Cirrus Logic (CRUS)	0.0	$35k		287.00	121.89	View chart
Blackrock (BLK)	0.0	$35k	+15%	30.00	1160.90	View chart
Kkr & Co (KKR)	0.0	$32k		288.00	110.90	View chart
Mastercard Inc Class Class A Cl A (MA)	0.0	$32k		57.00	559.74	View chart
Wisdomtree U.s. Midcap Dividend Fund SHS (DON)	0.0	$32k	NEW	543.00	58.42	View chart
Coca-Cola Company (KO)	0.0	$31k	+171%	361.00	86.75	View chart
Block Inc A Class A Cl A (XYZ)	0.0	$31k		400.00	78.28	View chart
Zoetis Inc Class A Cl A (ZTS)	0.0	$29k		394.00	73.54	View chart
Dell Technologies Inc Class C CL C (DELL)	0.0	$29k		59.00	484.51	View chart
RPM International (RPM)	0.0	$28k	+9%	247.00	115.07	View chart
Ishares S&p 500 Value Etf SHS (IVE)	0.0	$28k		120.00	236.60	View chart
Capital One Financial (COF)	0.0	$28k	-21%	126.00	222.44	View chart
Edwards Lifesciences (EW)	0.0	$28k	-12%	300.00	93.05	View chart
Ishares U.s. Energy Etf SHS (IYE)	0.0	$27k		418.00	64.80	View chart
State Street Health Careselect Sector Spdr Etf SHS (XLV)	0.0	$26k		155.00	168.44	View chart
Goldman Sachs (GS)	0.0	$26k	-51%	25.00	1037.20	View chart
Boston Scientific Corporation (BSX)	0.0	$26k	-3%	500.00	51.42	View chart
First Trust Value Line Dividend Index Fund SHS (FVD)	0.0	$25k	+66%	500.00	50.58	View chart
Prudential Financial (PRU)	0.0	$25k		204.00	122.74	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$24k		165.00	146.41	View chart
Amtrust Finl Pfdpfd Ser B Pfd Ser B (AFSIB)	0.0	$24k		1.6k	14.51	View chart
Eli Lilly & Co. (LLY)	0.0	$23k		19.00	1220.26	View chart
FedEx Corporation (FDX)	0.0	$23k		70.00	326.77	View chart
Paypal Holdings (PYPL)	0.0	$22k	+10%	372.00	59.20	View chart
Ishares Russell Mid-cap Etf SHS (IWR)	0.0	$22k		193.00	113.87	View chart
Xpo Logistics Inc equity (XPO)	0.0	$21k	-17%	100.00	208.94	View chart
Williams Companies (WMB)	0.0	$20k		274.00	73.70	View chart
Fs Investment Corporation	0.0	$20k	NEW	1.7k	11.52	View chart
Realty Income (O)	0.0	$20k	+685%	314.00	62.65	View chart
AeroVironment (AVAV)	0.0	$19k		100.00	193.81	View chart
Travelers Companies (TRV)	0.0	$19k		52.00	370.15	View chart
Republic Services (RSG)	0.0	$19k	-13%	89.00	214.26	View chart
Honeywell International	0.0	$19k	-42%	80.00	235.34	View chart
Centrus Energy Corp Class A Cl A (LEU)	0.0	$19k		100.00	185.06	View chart
Asml Hldg N V Fsponsored Adr 1 Adr Reps 1 Ord Spon Adr (ASML)	0.0	$18k	-61%	10.00	1810.10	View chart
Bk Nova Cad (BNS)	0.0	$18k		198.00	90.33	View chart
Arista Networks (ANET)	0.0	$18k	-7%	84.00	210.50	View chart
Rbc Cad (RY)	0.0	$18k		82.00	213.48	View chart
Maiden Holdings PFD (MHNC)	0.0	$17k		1.4k	12.32	View chart
Columbus McKinnon (CMCO)	0.0	$17k		887.00	19.28	View chart
Walt Disney Company (DIS)	0.0	$17k		162.00	103.23	View chart
Ecolab (ECL)	0.0	$17k		60.00	278.43	View chart
KLA-Tencor Corporation (KLAC)	0.0	$17k	+700%	80.00	208.25	View chart
Intuit (INTU)	0.0	$16k	-7%	49.00	334.71	View chart
Ishares Russell Mid-cap Value Etf SHS (IWS)	0.0	$16k	NEW	95.00	171.75	View chart
State Street Spdr S&p Dividend Etf SHS (SDY)	0.0	$16k		100.00	157.77	View chart
Cme Group Inc Class Class A Cl A (CME)	0.0	$16k		60.00	262.17	View chart
Geron Corporation (GERN)	0.0	$16k		10k	1.57	View chart
Vanguard Morningstar Large-cap Etf SHS (VV)	0.0	$16k		44.00	355.98	View chart
Allianz Se Funsponsored Adr 1 Adr Reps 0.1 Ord Adr	0.0	$16k		310.00	50.44	View chart
Ishares Russell Mid-cap Growth Etf SHS (IWP)	0.0	$16k	NEW	106.00	146.20	View chart
Advance Auto Parts (AAP)	0.0	$16k		289.00	53.52	View chart

Past Filings by RMG Wealth Management

SEC 13F filings are viewable for RMG Wealth Management going back to 2025

RMG Wealth Management 2026 Q2 filed Aug. 13, 2026
RMG Wealth Management 2026 Q1 filed May 14, 2026
RMG Wealth Management 2025 Q4 filed Jan. 29, 2026
RMG Wealth Management 2025 Q3 filed Oct. 30, 2025
RMG Wealth Management 2025 Q2 filed July 23, 2025

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z