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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Wagner Wealth Management, LLC

Quarter ended Q1 2024 · Filed April 23, 2024 · Accession 0001398344-24-007483

Total Value
$328.1M
Positions
248
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (248)

#IssuerTicker / CUSIPSharesValue% of Filing
1FIRST TR EXCHNG TRADED FD VI33740F8881,022,028$25.1M7.66%
2FIRST TR EXCHANGE-TRADED FD33739Q705416,615$22.4M6.82%
3FS CREDIT OPPORTUNITIES CORPFSCO3,514,929$20.8M6.35%
4J P MORGAN EXCHANGE TRADED F46641Q332321,538$18.6M5.67%
5J P MORGAN EXCHANGE TRADED F46641Q118293,265$17.2M5.23%
6AB ACTIVE ETFS INC00039J608416,343$15.3M4.67%
7J P MORGAN EXCHANGE TRADED F46641Q159308,800$14.1M4.29%
8PIMCO DYNAMIC INCOME FD72201Y101611,658$11.8M3.60%
9FIRST TR EXCHANGE-TRADED FD33741X102329,773$11.5M3.50%
10J P MORGAN EXCHANGE TRADED F46654Q609146,140$10.3M3.13%
11AB ACTIVE ETFS INC00039J855279,378$9.9M3.01%
12FIRST TR EXCHANGE-TRADED FD33738R506172,149$9.7M2.95%
13FIRST TR EXCHANGE-TRADED FD33738R688518,694$8.3M2.52%
14AB ACTIVE ETFS INC00039J30199,099$6.4M1.94%
15FIRST TR EXCHANGE-TRADED FD33738R860208,161$5.6M1.72%
16FIRST TR VALUE LINE DIVID IN33734H106120,869$5.1M1.56%
17J P MORGAN EXCHANGE TRADED F46641Q266138,411$5.1M1.55%
18J P MORGAN EXCHANGE TRADED F46641Q13480,475$5.0M1.54%
19APPLE INCAAPL26,971$4.6M1.41%
20AB ACTIVE ETFS INC00039J70774,879$4.5M1.38%
21AB ACTIVE ETFS INC00039J40069,834$4.5M1.37%
22VERIZON COMMUNICATIONS INCVZ96,346$4.0M1.23%
23MICROSOFT CORPMSFT9,274$3.9M1.19%
24AT&T INCT-PC216,704$3.8M1.16%
25INVESCO ACTIVELY MANAGED ETFIVZ128,985$3.2M0.99%
26INTERNATIONAL BUSINESS MACHSINTR16,060$3.1M0.93%
27INVESCO QQQ TRIVZ6,430$2.9M0.87%
28FIRST TR EXCHANGE-TRADED FD33738D30959,644$2.8M0.84%
29J P MORGAN EXCHANGE TRADED F46654Q20338,166$2.1M0.63%
30EXXON MOBIL CORPXOM17,447$2.0M0.62%
31FIRST TR EXCHNG TRADED FD VI33740F75571,214$2.0M0.61%
32FIRST TR EXCHANGE-TRADED FD33733E3029,006$1.8M0.56%
33SPDR S&P 500 ETF TRSPY3,502$1.8M0.56%
34BLACKROCK FLOATING RATE INCOBLK138,435$1.8M0.55%
35DUKE ENERGY CORP NEWDUKB17,729$1.7M0.52%
36EATON VANCE TX ADV GLBL DIVETN84,813$1.5M0.47%
37FIRST TR EXCHANGE TRADED FD33734X14313,339$1.5M0.45%
38PROSHARES TR74348A46713,793$1.4M0.43%
39FRANKLIN RESOURCES INCBEN48,721$1.4M0.42%
40HOME DEPOT INCHD3,541$1.4M0.41%
41LATTICE STRATEGIES TR51841640928,135$1.4M0.41%
42AMAZON COM INCAMZN7,441$1.3M0.41%
43FIRST TR EXCHANGE TRADED FD33734X13526,540$1.3M0.38%
44BROADCOM INCAVGO926$1.2M0.37%
45FIRST TR EXCHANGE-TRADED FD33738D40828,078$1.2M0.35%
46ENERGY TRANSFER L PET-PI66,926$1.1M0.32%
47AB ACTIVE ETFS INC00039J10319,970$1.0M0.31%
48INVESCO EXCH TRADED FD TR IIIVZ46,303$979,3080.30%
49BERKSHIRE HATHAWAY INC DELBRK-A2,322$976,4470.30%
50ALPHABET INCGOOG5,990$912,0370.28%
51JPMORGAN CHASE & COVYLD4,468$894,9030.27%
52ISHARES TR4642876223,045$877,0510.27%
53INTEL CORPINTC19,357$855,0110.26%
54MERCK & CO INCMRK6,356$838,6420.26%
55NVIDIA CORPORATIONNVDA911$822,8060.25%
56HARTFORD FDS EXCHANGE TRADED41653L87521,980$748,1820.23%
57JOHNSON & JOHNSONJNJ4,301$680,4340.21%
58ISHARES TR46429B6978,061$673,7740.21%
59VANGUARD INDEX FDS9229087512,811$642,5550.20%
60SOUTHERN COSOMN8,886$637,4990.19%
61TESLA INCTSLA3,468$609,6400.19%
62FIRST TR EXCHANGE-TRADED FD33738D10120,618$608,8640.19%
63ARISTA NETWORKS INCANET2,092$606,6380.18%
64SSGA ACTIVE ETF TR78467V60814,389$605,9380.18%
65PEPSICO INCPEP3,406$596,0380.18%
66PIMCO STRATEGIC INCOME FD72200X10496,671$588,7270.18%
67ABBVIE INCABBV3,194$581,6770.18%
68INVESCO EXCH TRADED FD TR IIIVZ31,820$576,8970.18%
69INVESCO EXCH TRADED FD TR IIIVZ48,181$572,3900.17%
70CHEVRON CORP NEWCVX3,432$541,3520.17%
71BLACKSTONE INCBX3,980$522,7940.16%
72PHILIP MORRIS INTL INC7181721095,659$518,5120.16%
73CITIGROUP INCC-PR8,115$513,1730.16%
74BLACKROCK FLOATING RATE INCBLK39,392$511,3030.16%
75ROYAL BK CDA7800871024,879$492,1940.15%
76GOLDMAN SACHS GROUP INCGSCE1,130$472,0240.14%
77ALTRIA GROUP INCMO10,777$470,1110.14%
78GILEAD SCIENCES INCGILD6,350$465,1600.14%
79BP PLCBPPFF11,200$422,0020.13%
80FIRST TR EXCHANGE TRADED FD33734X8467,312$412,3390.13%
81ISHARES TR4642876551,943$408,6130.12%
82FIRST TR DOW JONES SELECT MI33718M1056,299$395,3660.12%
83WELLS FARGO CO NEW9497461016,730$390,0860.12%
84PIONEER MUNICIPAL HIGH INCOM72376310843,997$388,9330.12%
85GENERAL MLS INC3703341045,424$379,5330.12%
86PARKER-HANNIFIN CORPPH677$376,1800.11%
87SALESFORCE INCCRM1,233$371,3550.11%
88FIRST TR EXCH TRADED FD III33739P20213,086$368,6290.11%
89NOVO-NORDISK A SNONOF2,798$359,2630.11%
90DOW INCDOW6,092$352,9130.11%
91UNITED CMNTY BKS BLAIRSVLE GUNTCW12,573$330,9210.10%
92ALPHABET INCGOOG2,096$316,3490.10%
93LAM RESEARCH CORPLRCX319$309,9990.09%
94MASTERCARD INCORPORATEDMA635$305,6550.09%
95VISA INCV1,090$304,1970.09%
96LOCKHEED MARTIN CORPLMT669$304,1610.09%
97TRUIST FINL CORP89832Q1097,791$303,6980.09%
98BLACKROCK ETF TRUST IIBLK5,709$299,5130.09%
99EATON VANCE SR FLTNG RTE TRETN22,950$299,0390.09%
100PACER FDS TR69374H8814,924$286,1560.09%
101SCHWAB STRATEGIC TR8085242014,559$282,9400.09%
102GOLDMAN SACHS ETF TRNVGLF8,236$282,3980.09%
103INVESCO EXCH TRADED FD TR IIIVZ10,009$280,9550.09%
104INVESCO EXCHANGE TRADED FD TIVZ8,761$278,5140.08%
105INVESCO SR INCOME TRIVZ64,674$276,8050.08%
106META PLATFORMS INCMETA550$267,2920.08%
107WALMART INCWMT4,413$265,5040.08%
108MCDONALDS CORPMCD911$256,7990.08%
109INVESCO VALUE MUN INCOME TRIVZ21,393$256,7200.08%
110TEXAS INSTRS INC8825081041,450$252,6050.08%
111ALIBABA GROUP HLDG LTDBBAAY3,430$248,1950.08%
112DISNEY WALT CO2546871061,966$240,6070.07%
113GENERAL DYNAMICS CORPGD849$239,8530.07%
114ISHARES TR4642878042,124$234,7440.07%
115SSGA ACTIVE ETF TR78467V4005,378$232,3880.07%
116TAIWAN SEMICONDUCTOR MFG LTD8740391001,708$232,3730.07%
117VANGUARD INDEX FDS922908629925$231,1410.07%
118BANK AMERICA CORP0605051046,079$230,5220.07%
119ENBRIDGE INCENNPF6,370$230,4670.07%
120PFIZER INCPFE8,185$227,1390.07%
121GENERAL ELECTRIC CO3696043011,219$214,0270.07%
122ACCENTURE PLC IRELANDACN603$209,0060.06%
123FIRST TR EXCHANGE-TRADED ALP33737M4093,841$208,6980.06%
124FIRST TR EXCHNG TRADED FD VI33740U7865,901$208,0690.06%
125SELECT SECTOR SPDR TR81369Y7041,651$207,9760.06%
126SCHWAB STRATEGIC TR8085247972,548$205,4540.06%
127GE HEALTHCARE TECHNOLOGIES IGEHC2,230$202,7320.06%
128GOLDMAN SACHS ETF TRNVGLF4,015$202,1750.06%
129CROWDSTRIKE HLDGS INCCRWD625$200,3690.06%
130FIRST TR EXCHANGE-TRADED ALP33737M3003,048$200,2500.06%
131LATTICE STRATEGIES TR5184161026,636$185,8030.06%
132INVESCO EXCHANGE TRADED FD TIVZ4,945$174,0240.05%
133ISHARES TR4642875072,753$167,2090.05%
134INVESCO ACTIVELY MANAGED ETFIVZ6,609$164,0020.05%
135LATTICE STRATEGIES TR5184165083,091$128,6450.04%
136RITHM CAPITAL CORPRITM-PF11,391$127,1210.04%
137INVESCO EXCHANGE TRADED FD TIVZ1,165$124,0430.04%
138FIRST TR EXCHNG TRADED FD VI33740U5053,000$123,6300.04%
139INVESCO EXCHANGE TRADED FD TIVZ3,232$118,6740.04%
140INVESCO EXCHANGE TRADED FD TIVZ1,185$117,0110.04%
141J P MORGAN EXCHANGE TRADED F46654Q7321,691$111,8600.03%
142FIRST TR EXCHNG TRADED FD VI33740F8052,242$97,7580.03%
143FIRST TR EXCHANGE-TRADED FD33738R6051,562$89,3950.03%
144FIRST TR EXCHNG TRADED FD VI33740F6152,530$88,2970.03%
145PIMCO HIGH INCOME FD72201410717,729$87,5810.03%
146INNOVATOR ETFS TRUSTINHD2,000$78,2200.02%
147SELECT SECTOR SPDR TR81369Y506811$76,5670.02%
148INNOVATOR ETFS TRUSTINHD2,000$75,9600.02%
149INNOVATOR ETFS TRUSTINHD2,000$74,9800.02%
150INNOVATOR ETFS TRUSTINHD1,990$73,2520.02%
151FIRST TR EXCH TRADED FD III33739P8554,011$73,0860.02%
152SOFI TECHNOLOGIES INCSOFI10,000$73,0000.02%
153INNOVATOR ETFS TRUSTINHD1,990$72,6350.02%
154INNOVATOR ETFS TRUSTINHD1,980$72,4640.02%
155INNOVATOR ETFS TRUSTINHD2,000$70,7600.02%
156INNOVATOR ETFS TRUSTINHD1,990$70,7450.02%
157EATON VANCE SR INCOME TRETN10,817$68,7960.02%
158INNOVATOR ETFS TRUSTINHD1,990$68,6950.02%
159INNOVATOR ETFS TRUSTINHD2,000$68,3200.02%
160INNOVATOR ETFS TRUSTINHD2,000$67,1800.02%
161SCHWAB STRATEGIC TR8085248391,413$65,0000.02%
162FIRST TR EXCH TRADED FD III33738D8122,754$62,3110.02%
163ISHARES TR46429B3661,306$61,4930.02%
164FIRST TR EXCHANGE-TRADED FD33739Q2001,235$59,5890.02%
165INVESCO EXCH TRADED FD TR IIIVZ3,116$58,7370.02%
166INNOVATOR ETFS TRUSTINHD1,800$58,4470.02%
167INVESCO EXCH TRADED FD TR IIIVZ822$54,1300.02%
168SELECT SECTOR SPDR TR81369Y803217$45,2160.01%
169SELECT SECTOR SPDR TR81369Y6051,013$42,6830.01%
170INVESCO ACTIVELY MANAGED ETFIVZ829$41,3590.01%
171VANGUARD INDEX FDS922908769152$39,3900.01%
172SELECT SECTOR SPDR TR81369Y209266$39,3090.01%
173VANGUARD INDEX FDS922908553451$39,0360.01%
174FIRST TR EXCHANGE TRADED FD33734X192406$38,8420.01%
175INVESCO EXCHANGE TRADED FD TIVZ227$38,4890.01%
176MOBILE INFRASTRUCTURE CORPBEEP10,164$37,0990.01%
177FIRST TR EXCHANGE-TRADED FD33738D8791,476$36,1320.01%
178ISHARES TR464287739402$36,0950.01%
179ISHARES TR464287564613$35,3530.01%
180ISHARES TR464287721260$35,1160.01%
181FIRST TR EXCHNG TRADED FD VI33740F5402,384$34,4490.01%
182VANGUARD INDEX FDS922908744208$33,8750.01%
183LATTICE STRATEGIES TR5184162011,442$33,6080.01%
184FIRST TR EXCHANGE-TRADED FD33738D8041,550$29,0940.01%
185FIRST TR EXCHANGE TRADED FD33734X853585$27,0150.01%
186AMBEV SAABEV10,525$26,1020.01%
187FIRST TR EXCHANGE-TRADED FD33733E203167$25,6800.01%
188SCHWAB STRATEGIC TR808524805636$24,8170.01%
189GOLDMAN SACHS ETF TRNVGLF237$24,5980.01%
190J P MORGAN EXCHANGE TRADED F46641Q308459$24,5320.01%
191GOLDMAN SACHS ETF TRNVGLF374$24,5160.01%
192FIRST TR EXCHNG TRADED FD VI33740F581856$22,6840.01%
193FIRST TR EXCHANGE TRADED FD33734X168312$22,2420.01%
194SELECT SECTOR SPDR TR81369Y407108$19,8200.01%
195VANGUARD INDEX FDS922908652110$19,2560.01%
196INVESCO EXCHANGE TRADED FD TIVZ915$18,8990.01%
197SCHWAB STRATEGIC TR808524607353$17,3640.01%
198ISHARES TR464287341400$17,1800.01%
199ISHARES TR464287465200$15,9720.00%
200INVESCO EXCHANGE TRADED FD TIVZ799$14,8130.00%
201INVESCO EXCHANGE TRADED FD TIVZ260$14,8040.00%
202SCHWAB STRATEGIC TR808524862257$12,3900.00%
203FIRST TR EXCHANGE-TRADED FD33733E104140$11,9910.00%
204FIRST TR EXCHANGE-TRADED FD33738R118165$11,4960.00%
205GOLDMAN SACHS ETF TRNVGLF100$10,9270.00%
206ISHARES TR46428755675$10,2920.00%
207SCHWAB STRATEGIC TR808524771152$10,2430.00%
208HARTFORD FDS EXCHANGE TRADED41653L503260$10,0820.00%
209FIRST TR EXCHNG TRADED FD VI33740U109440$9,1120.00%
210SCHWAB STRATEGIC TR80852430096$8,9010.00%
211SCHWAB STRATEGIC TR808524847425$8,6370.00%
212ISHARES TR464287390300$8,5320.00%
213VANGUARD INDEX FDS92290853829$6,8380.00%
214ISHARES TR46428743272$6,8130.00%
215SCHWAB STRATEGIC TR808524755191$6,8110.00%
216INVESCO EXCH TRADED FD TR IIIVZ218$6,1210.00%
217INVESCO EXCHANGE TRADED FD TIVZ101$6,1020.00%
218ISHARES TR46428724253$5,7730.00%
219J P MORGAN EXCHANGE TRADED F46641Q76198$5,1810.00%
220SCHWAB STRATEGIC TR808524706198$5,0000.00%
221J P MORGAN EXCHANGE TRADED F46654Q77390$4,5850.00%
222SCHWAB STRATEGIC TR80852487083$4,3290.00%
223SCHWAB STRATEGIC TR808524888119$4,2600.00%
224INVESCO EXCHANGE TRADED FD TIVZ35$4,0200.00%
225INVESCO EXCHANGE TRADED FD TIVZ44$3,8910.00%
226JPMORGAN CHASE & COVYLD130$3,7040.00%
227INVESCO EXCHANGE TRADED FD TIVZ60$3,6190.00%
228INVESCO ACTIVELY MANAGED ETFIVZ145$3,2410.00%
229FIRST TR EXCHANGE TRADED FD33734X15044$3,2100.00%
230FIRST TR EXCHANGE-TRADED FD33739Q40839$2,3250.00%
231FIRST TR EXCHANGE TRADED FD33734X127118$2,2100.00%
232FIRST TR EXCHANGE-TRADED FD33738D60690$1,9240.00%
233SCHWAB STRATEGIC TR80852469839$1,7350.00%
234INVESCO EXCH TRADED FD TR IIIVZ24$1,3540.00%
235FIRST TR EXCHANGE-TRADED FD33738R84541$1,3240.00%
236INVESCO ACTIVELY MANAGED ETFIVZ28$1,3110.00%
237INVESCO EXCH TRADED FD TR IIIVZ64$1,3090.00%
238INVESCO EXCH TRADED FD TR IIIVZ54$1,2900.00%
239INVESCO EXCH TRADED FD TR IIIVZ48$1,2740.00%
240INVESCO EXCHANGE TRADED FD TIVZ21$1,1850.00%
241SCHWAB STRATEGIC TR80852476319$1,0840.00%
242SCHWAB STRATEGIC TR80852485421$1,0300.00%
243SCHWAB STRATEGIC TR80852473032$8880.00%
244SCHWAB STRATEGIC TR80852474822$7800.00%
245FIRST TR EXCH TRADED FD III33739P70712$7350.00%
246FIRST TR EXCHANGE-TRADED FD33738R6626$2100.00%
247J P MORGAN EXCHANGE TRADED F46641Q2581$250.00%
248FIRST TR EXCH TRADED FD III33739P8300$50.00%