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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 13 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 RTX RTX CORP Industrials 98.0 $18K 0.00% +10.0 +11.4% $179.01 -1.6%
242 RILY BRC GROUP HLDGS INC Financial Services 1,904.0 $17K 0.00% $9.05 +1.2%
243 CME CME GROUP INC CLASS CLASS A Financial Services 60.0 $17K 0.00% $282.58 +8.2%
244 DIS DISNEY WALT CO Communication Services 162.0 $17K 0.00% -240.0 -59.7% $104.47 -1.5%
245 AVAV AEROVIRONMENT INC Industrials 100.0 $17K 0.00% $166.45 -4.1%
246 AXA SA FSPONSORED ADR 1 ADR REPS 1 ORD SHS 358.0 $17K 0.00% NEW $46.26
247 TJX TJX COS INC NEW Consumer Cyclical 104.0 $15K 0.00% +27.0 +35.1% $148.91 +0.4%
248 TRV TRAVELERS COS INC Financial Services 52.0 $15K 0.00% $297.13 +2.5%
249 BNS BANK NOVA SCOTIA F Financial Services 198.0 $15K 0.00% NEW $77.04 -0.2%
250 PYPL PAYPAL HLDGS INC Financial Services 338.0 $15K 0.00% $45.07 -2.2%
251 ECL ECOLAB INC Basic Materials 60.0 $15K 0.00% $251.10 -2.7%
252 AAP ADVANCE AUTO PTS INC Consumer Cyclical 289.0 $15K 0.00% $51.83 -3.7%
253 PANW PALO ALTO NETWORKS INC Technology 70.0 $15K 0.00% NEW $213.66 +14.0%
254 VV VANGUARD LARGE-CAP INDEXFUND ETF SHARES 44.0 $15K 0.00% NEW $339.73 -0.6%
255 RY ROYAL BANK OF CANADA F Financial Services 82.0 $15K 0.00% $180.85 +1.9%
256 SDY STATE STREET SPDR S&P DIVIDEND ETF 100.0 $15K 0.00% NEW $147.75 -0.6%
257 DELL DELL TECHNOLOGIES INC CLASS CLASS C Technology 59.0 $15K 0.00% $247.03 -5.1%
258 FXG FIRST TRUST CONSUMER STAPLES ALPHADEX FUND 232.0 $14K 0.00% NEW $61.00 -0.7%
259 QQQI NEOS NASDAQ-100(R) HIGH INCOME ETF 250.0 $14K 0.00% NEW $56.59 -0.7%
260 AG FIRST MAJESTIC SILVER F Basic Materials 600.0 $14K 0.00% -125.0 -17.2% $23.58 -17.8%
Page 13 of 31  ·  606 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%