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Portfolio (Quarterly) Guide ↗

RMG Wealth Management LLC

· CIK 0001844731
13F Portfolio $866M AUM 616 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 306 New 91 Added 54 Reduced 131 Exited
Page 16 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 MCCORMICK & CO INC CLASS CLASS N 183.0 $9K 0.00% NEW $47.07
302 PAYX PAYCHEX INC Industrials 91.0 $9K 0.00% NEW $93.88 +0.4%
303 RIO RIO TINTO PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS Basic Materials 79.0 $9K 0.00% NEW $107.90 -4.8%
304 IBKR INTERACTIVE BROKERS GROUCLASS CLASS A Financial Services 100.0 $8K 0.00% $84.91 -0.1%
305 CSX CSX CORP Industrials 189.0 $8K 0.00% NEW $44.74 +3.4%
306 SPGI S&P GLOBAL INC Financial Services 20.0 $8K 0.00% $421.00 -1.4%
307 PLD PROLOGIS INC REIT Real Estate 58.0 $8K 0.00% NEW $144.07 -0.2%
308 VRTX VERTEX PHARMACEUTICALS I Healthcare 19.0 $8K 0.00% +10.0 +111.1% $435.16 -1.4%
309 ITW ILLINOIS TOOL WKS INC Industrials 32.0 $8K 0.00% $252.09 -1.4%
310 FCX FREEPORT-MCMORAN INC Basic Materials 124.0 $8K 0.00% +40.0 +47.6% $64.37 -6.3%
311 IDXX IDEXX LABS INC Healthcare 15.0 $8K 0.00% +10.0 +200.0% $532.00 +3.2%
312 WM WASTE MGMT INC DEL Industrials 37.0 $8K 0.00% $214.11 +2.8%
313 TSN TYSON FOODS INC CLASS CLASS A Consumer Defensive 118.0 $8K 0.00% NEW $67.08 -1.0%
314 PH PARKER-HANNIFIN CORP Industrials 9.0 $8K 0.00% $874.33 -2.0%
315 LYV LIVE NATION ENTMT INC Communication Services 48.0 $8K 0.00% +34.0 +242.9% $163.00 -0.4%
316 SHW SHERWIN-WILLIAMS CO Basic Materials 25.0 $8K 0.00% +5.0 +25.0% $312.72 -2.5%
317 HSY HERSHEY CO Consumer Defensive 41.0 $8K 0.00% NEW $189.22 +1.0%
318 MDT MEDTRONIC PLC F Healthcare 103.0 $8K 0.00% +73.0 +243.3% $74.54 +4.1%
319 GEHC GE HEALTHCARE TECHNOLOGI Healthcare 124.0 $8K 0.00% $61.70 +2.8%
320 BAE SYS PLC FSPONSORED ADR 1 ADR REPS 4 ORD SHS 73.0 $8K 0.00% NEW $104.10
Page 16 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%