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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 19 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 SNX TD SYNNEX CORP Technology 25.0 $6K 0.00% $237.04 -3.9%
362 OVV OVINTIV INC Energy 100.0 $6K 0.00% $59.09 +1.6%
363 PTON PELOTON INTERACTIVE INC CLASS CLASS A Consumer Cyclical 1,103.0 $6K 0.00% $5.31 -0.2%
364 NDAQ NASDAQ INC Financial Services 66.0 $6K 0.00% $88.48 +4.7%
365 PM PHILIP MORRIS INTL INC Consumer Defensive 32.0 $6K 0.00% $182.12 +5.1%
366 DHI D R HORTON INC Consumer Cyclical 40.0 $6K 0.00% +16.0 +66.7% $144.95 -5.1%
367 APP APPLOVIN CORP CLASS CLASS A Technology 12.0 $6K 0.00% NEW $478.42 -0.3%
368 SANDVIK AB FSPONSORED ADR 1 ADR REPS 1 ORD SHS 142.0 $6K 0.00% NEW $40.15
369 SKY CHAMPION HOMES INC Consumer Cyclical 82.0 $6K 0.00% NEW $69.37 -5.4%
370 SUMITOMO ELEC INDS LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS 76.0 $6K 0.00% NEW $74.53
371 L OREAL S A FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS 67.0 $6K 0.00% NEW $82.84
372 VST VISTRA CORP Utilities 36.0 $5K 0.00% NEW $152.06 -10.1%
373 BK BANK NEW YORK MELLON COR Financial Services 41.0 $5K 0.00% NEW $132.49 +2.9%
374 TFC TRUIST FINL CORP Financial Services 113.0 $5K 0.00% +63.0 +126.0% $47.97 -1.9%
375 SONY SONY GROUP CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS Technology 254.0 $5K 0.00% NEW $21.29 +6.7%
376 MTD METTLER-TOLEDO INTL INC Healthcare 5.0 $5K 0.00% NEW $1078.60 -0.3%
377 CCNE CNB FINL CORP PA Financial Services 173.0 $5K 0.00% $30.73 -2.7%
378 FIW FIRST TRUST WATER ETF 50.0 $5K 0.00% NEW $104.52 -4.6%
379 ADSK AUTODESK INC Technology 22.0 $5K 0.00% NEW $236.09 +3.4%
380 ATLAS COPCO AB FSPONSORED ADR 1 ADR REPS 1 ORD SHS 265.0 $5K 0.00% NEW $19.59
Page 19 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%