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Portfolio (Quarterly) Guide ↗

RMG Wealth Management LLC

· CIK 0001844731
13F Portfolio $866.4B AUM 616 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 306 New 91 Added 54 Reduced 131 Exited
Page 7 of 16  ·  306 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CSX CSX CORP Industrials 189.0 $8K 0.00% NEW $44.74 +2.1%
122 PLD PROLOGIS INC REIT Real Estate 58.0 $8K 0.00% NEW $144.07 -2.5%
123 TSN TYSON FOODS INC CLASS CLASS A Consumer Defensive 118.0 $8K 0.00% NEW $67.08 -1.9%
124 HSY HERSHEY CO Consumer Defensive 41.0 $8K 0.00% NEW $189.22 -1.2%
125 BAE SYS PLC FSPONSORED ADR 1 ADR REPS 4 ORD SHS 73.0 $8K 0.00% NEW $104.10
126 IVT INVENTRUST PPTYS CORP Real Estate 238.0 $7K 0.00% NEW $31.28 +0.2%
127 COPX GLOBAL X COPPER MINERS ETF 85.0 $7K 0.00% NEW $87.59 -6.6%
128 FLS FLOWSERVE CORP Industrials 104.0 $7K 0.00% NEW $70.77 -8.1%
129 SAN BANCO SANTANDER SA FSPONSORED ADR 1 ADR REPS 1 ORD SHS Financial Services 601.0 $7K 0.00% NEW $12.13 -3.2%
130 INDUSTRIA DE DISENO TE FSPONSORED ADR 1 ADR REP 0.25 ORD SHS 498.0 $7K 0.00% NEW $14.60
131 MUFG MITSUBISHI UFJ FINL GR FSPONSORED ADR 1 ADR REPS 1 ORD SHS Financial Services 385.0 $7K 0.00% NEW $18.19 +3.6%
132 BDX BECTON DICKINSON & CO Healthcare 48.0 $7K 0.00% NEW $143.15 -0.6%
133 SHIN-ETSU CHEM CO LTD FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS 284.0 $7K 0.00% NEW $24.17
134 RCL ROYAL CARIBBEAN GROU F Consumer Cyclical 26.0 $7K 0.00% NEW $263.46 -1.2%
135 LRCX LAM RESH CORP Technology 23.0 $7K 0.00% NEW $296.04 -3.8%
136 SNPS SYNOPSYS INC Technology 13.0 $7K 0.00% NEW $516.15 -2.7%
137 BRAMBLES LTD FSPONSORED ADR 1 ADR REPS 2 ORD SHS 208.0 $7K 0.00% NEW $32.17
138 TESCO PLC FUNSPONSORED ADR 1 ADR REPS 3 ORD SHS 348.0 $7K 0.00% NEW $18.96
139 FERG FERGUSON ENTERPRISES INC Industrials 27.0 $7K 0.00% NEW $243.96 -8.3%
140 HEIDELBERG MATLS AG FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS 77.0 $7K 0.00% NEW $85.05
Page 7 of 16  ·  306 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.8%
Financial Services 15.5%
Industrials 15.4%
Utilities 10.3%
Consumer Cyclical 8.3%
Healthcare 6.5%
Communication Services 4.5%
Consumer Defensive 4.5%
Energy 3.7%
Basic Materials 1.3%