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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 Q3 2024 · Filed October 11, 2024 · Accession 0001398344-24-018774

Total Value
$370.4M
Positions
227
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (227)

#IssuerTicker / CUSIPSharesValue% of Filing
1FIRST TR EXCHNG TRADED FD VI33740F8881,711,853$43.0M11.61%
2FIRST TR EXCHANGE-TRADED FD33739Q705495,949$27.0M7.29%
3J P MORGAN EXCHANGE TRADED F46641Q159533,900$24.8M6.69%
4FS CREDIT OPPORTUNITIES CORPFSCO3,506,513$22.3M6.01%
5J P MORGAN EXCHANGE TRADED F46641Q332325,045$19.3M5.22%
6J P MORGAN EXCHANGE TRADED F46641Q118311,088$19.0M5.12%
7AB ACTIVE ETFS INC00039J608458,308$17.2M4.65%
8AB ACTIVE ETFS INC00039J855381,574$13.9M3.75%
9FIRST TR EXCHANGE-TRADED FD33741X102372,895$13.6M3.66%
10PIMCO DYNAMIC INCOME FD72201Y101605,014$12.3M3.31%
11J P MORGAN EXCHANGE TRADED F46654Q609154,062$11.8M3.20%
12FIRST TR EXCHANGE-TRADED FD33738R688582,027$10.2M2.76%
13FIRST TR EXCHANGE-TRADED FD33738R506161,468$9.6M2.58%
14AB ACTIVE ETFS INC00039J301113,665$8.0M2.15%
15J P MORGAN EXCHANGE TRADED F46641Q266147,278$6.0M1.61%
16APPLE INCAAPL25,082$5.8M1.58%
17J P MORGAN EXCHANGE TRADED F46641Q13487,109$5.8M1.55%
18AB ACTIVE ETFS INC00039J70786,237$5.7M1.55%
19FIRST TR VALUE LINE DIVID IN33734H106119,709$5.4M1.47%
20AB ACTIVE ETFS INC00039J40074,911$5.3M1.44%
21FIRST TR EXCHANGE-TRADED FD33738R860167,065$4.9M1.31%
22INVESCO ACTIVELY MANAGED EXCIVZ164,289$4.1M1.11%
23MICROSOFT CORPMSFT8,587$3.7M1.00%
24VERIZON COMMUNICATIONS INCVZ69,109$3.1M0.84%
25INVESCO QQQ TRIVZ6,101$3.0M0.80%
26AT&T INCT-PC128,643$2.8M0.76%
27FIRST TR EXCHANGE-TRADED FD33738D30957,576$2.6M0.71%
28INTERNATIONAL BUSINESS MACHSINTR10,801$2.4M0.64%
29J P MORGAN EXCHANGE TRADED F46654Q20343,085$2.4M0.64%
30SPDR S&P 500 ETF TRSPY3,721$2.1M0.58%
31FIRST TR EXCHANGE-TRADED FD33733E3029,030$1.9M0.52%
32DUKE ENERGY CORP NEWDUKB14,271$1.6M0.44%
33EXXON MOBIL CORPXOM13,676$1.6M0.43%
34EATON VANCE TX ADV GLBL DIVETN81,367$1.6M0.43%
35HOME DEPOT INCHD3,779$1.5M0.41%
36FIRST TR EXCHANGE TRADED FD33734X13526,752$1.4M0.37%
37BROADCOM INCAVGO7,919$1.4M0.37%
38FIRST TR EXCHANGE TRADED FD33734X14311,286$1.3M0.34%
39LATTICE STRATEGIES TR51841640922,293$1.2M0.31%
40INVESCO EXCH TRADED FD TR IIIVZ53,987$1.1M0.31%
41PROSHARES TR74348A46710,495$1.1M0.30%
42FIRST TR EXCHANGE-TRADED FD33738D40826,330$1.1M0.30%
43ALPHABET INCGOOG6,438$1.1M0.29%
44BLACKROCK FLOATING RATE INCOBLK80,300$1.1M0.29%
45AMAZON COM INCAMZN5,385$1.0M0.27%
46FIRST TR EXCHNG TRADED FD VI33740F75533,537$1.0M0.27%
47ISHARES TR4642876223,045$957,3180.26%
48FIRST TR EXCHANGE-TRADED FD33738D10127,404$920,7900.25%
49TESLA INCTSLA3,512$918,8450.25%
50NVIDIA CORPORATIONNVDA7,368$894,8270.24%
51JPMORGAN CHASE & CO.VYLD4,110$866,7070.23%
52INVESCO EXCH TRADED FD TR IIIVZ59,817$738,7420.20%
53ISHARES TR46429B6978,083$738,0630.20%
54PHILIP MORRIS INTL INC7181721096,015$730,2780.20%
55ABBVIE INCABBV3,692$729,1520.20%
56INVESCO EXCH TRADED FD TR IIIVZ39,169$726,1950.20%
57ROYAL BK CDA7800871025,763$718,8190.19%
58JOHNSON & JOHNSONJNJ4,362$706,9060.19%
59SOUTHERN COSOMN7,680$692,6050.19%
60ALTRIA GROUP INCMO13,362$682,0020.18%
61MERCK & CO INCMRK5,935$673,9560.18%
62GILEAD SCIENCES INCGILD8,026$672,9230.18%
63PEPSICO INCPEP3,791$644,6090.17%
64PIONEER MUNICIPAL HIGH INCOM72376310866,217$635,6830.17%
65INVESCO VALUE MUN INCOME TRIVZ48,662$626,7680.17%
66SSGA ACTIVE ETF TR78467V60813,684$571,4350.15%
67GENERAL MLS INC3703341046,522$481,6640.13%
68FIRST TR EXCHANGE TRADED FD33734X8467,417$439,2800.12%
69PARKER-HANNIFIN CORPPH681$430,1630.12%
70GOLDMAN SACHS GROUP INCGSCE856$423,8300.11%
71BERKSHIRE HATHAWAY INC DELBRK-A906$416,9960.11%
72AB ACTIVE ETFS INC00039J1037,947$404,0650.11%
73FIRST TR DOW JONES SELECT MI33718M1056,182$396,3130.11%
74BLACKROCK FLOATING RATE INCBLK29,903$386,9390.10%
75SOUTHERN FIRST BANCSHARESSFST11,246$383,2640.10%
76MASTERCARD INCORPORATEDMA765$377,7950.10%
77FIRST TR EXCH TRADED FD III33739P20213,010$377,0300.10%
78ARISTA NETWORKS INCANET971$372,6890.10%
79WALMART INCWMT4,195$338,7500.09%
80VISA INCV1,221$335,7140.09%
81GUGGENHEIM STRATEGIC OPPORTUGOF20,283$319,6600.09%
82INTEL CORPINTC13,546$317,7810.09%
83FIRST TR EXCH TRADED FD III33739P85516,609$316,7410.09%
84INVESCO EXCH TRADED FD TR IIIVZ10,377$315,6670.09%
85UNITED CMNTY BKS BLAIRSVLE GUNTCW10,594$308,0780.08%
86TEXAS INSTRS INC8825081041,474$304,5430.08%
87TAIWAN SEMICONDUCTOR MFG LTD8740391001,738$301,8380.08%
88SCHWAB STRATEGIC TR8085242014,351$295,2340.08%
89META PLATFORMS INCMETA515$295,0170.08%
90COSTCO WHSL CORP NEW22160K105330$292,6260.08%
91TRUIST FINL CORP89832Q1096,703$286,6710.08%
92GE AEROSPACE3696043011,418$267,4150.07%
93INVESCO EXCHANGE TRADED FD TIVZ8,209$264,5690.07%
94INVESCO EXCHANGE TRADED FD TIVZ2,463$257,7800.07%
95CATERPILLAR INCCAT642$251,0660.07%
96MCDONALDS CORPMCD809$246,2130.07%
97SSGA ACTIVE ETF TR78467V4005,371$244,5310.07%
98GOLDMAN SACHS ETF TRNVGLF6,668$241,1820.07%
99PIMCO ETF TR72201R7752,388$225,9740.06%
100FIRST TR EXCHANGE-TRADED ALP33737M3002,981$221,6960.06%
101FIRST TR EXCHNG TRADED FD VI33740U7865,901$216,9990.06%
102ETFS GOLD TR00326A1048,524$214,2080.06%
103SCHWAB STRATEGIC TR8085247972,511$212,2150.06%
104FS KKR CAP CORPFSK10,621$209,5590.06%
105LOCKHEED MARTIN CORPLMT357$208,6030.06%
106FIRST TR EXCHANGE-TRADED ALP33737M4093,655$203,0670.05%
107INVESCO EXCHANGE TRADED FD TIVZ4,956$186,8510.05%
108ISHARES TR4642884485,750$173,8230.05%
109ISHARES TR4642875072,753$171,5810.05%
110INVESCO ACTIVELY MANAGED EXCIVZ6,675$168,0420.05%
111ISHARES TR4642878041,434$167,7380.05%
112INVESCO EXCHANGE TRADED FD TIVZ2,301$154,8070.04%
113ALPHABET INCGOOG819$135,7510.04%
114RITHM CAPITAL CORPRITM-PF11,898$135,0400.04%
115FIRST TR EXCHNG TRADED FD VI33740U5053,000$131,3430.04%
116J P MORGAN EXCHANGE TRADED F46654Q7321,855$127,3830.03%
117INVESCO EXCHANGE TRADED FD TIVZ1,185$122,3180.03%
118FIRST TR EXCHNG TRADED FD VI33740F8052,229$100,8390.03%
119LATTICE STRATEGIES TR5184165082,243$98,1310.03%
120ISHARES TR464288760652$97,5050.03%
121FIRST TR EXCHNG TRADED FD VI33740F6152,500$93,3500.03%
122INVESCO EXCHANGE TRADED FD TIVZ2,359$92,6350.03%
123LATTICE STRATEGIES TR5184161023,030$92,4160.02%
124FIRST TR EXCHANGE-TRADED FD33738R6051,563$91,0770.02%
125J P MORGAN EXCHANGE TRADED F46641Q8371,693$85,9030.02%
126INNOVATOR ETFS TRUSTINHD2,000$82,6400.02%
127SCHWAB STRATEGIC TR8085248391,737$82,5590.02%
128PIMCO HIGH INCOME FD72201410716,309$81,5450.02%
129INNOVATOR ETFS TRUSTINHD2,000$80,9600.02%
130INNOVATOR ETFS TRUSTINHD1,990$78,1080.02%
131INNOVATOR ETFS TRUSTINHD2,000$77,9000.02%
132INVESCO EXCH TRADED FD TR IIIVZ2,788$76,8690.02%
133INNOVATOR ETFS TRUSTINHD1,990$76,6750.02%
134INNOVATOR ETFS TRUSTINHD1,980$75,8540.02%
135INNOVATOR ETFS TRUSTINHD2,000$75,7200.02%
136INNOVATOR ETFS TRUSTINHD1,990$73,4710.02%
137INNOVATOR ETFS TRUSTINHD1,990$73,3830.02%
138INNOVATOR ETFS TRUSTINHD2,000$72,0800.02%
139INNOVATOR ETFS TRUSTINHD2,000$71,8800.02%
140FIRST TR EXCHANGE-TRADED FD33738D8122,840$70,9730.02%
141INVESCO EXCHANGE TRADED FD TIVZ548$64,1600.02%
142INNOVATOR ETFS TRUSTINHD1,800$63,4390.02%
143SELECT SECTOR SPDR TR81369Y704455$61,6230.02%
144INVESCO EXCH TRADED FD TR IIIVZ3,116$61,4160.02%
145PIMCO ETF TR72201R833608$61,2200.02%
146INVESCO ACTIVELY MANAGED EXCIVZ1,022$51,3040.01%
147FIRST TR EXCHANGE-TRADED FD33739Q2001,004$49,6300.01%
148SELECT SECTOR SPDR TR81369Y803218$49,1860.01%
149ISHARES TR46429B366949$46,4350.01%
150SELECT SECTOR SPDR TR81369Y6051,021$46,2790.01%
151INVESCO EXCH TRADED FD TR IIIVZ629$45,1370.01%
152FIRST TR EXCHANGE TRADED FD33734X192405$41,4460.01%
153INVESCO EXCHANGE TRADED FD TIVZ229$41,0360.01%
154PIMCO ETF TR72201R817375$37,2940.01%
155FIRST TR EXCHANGE-TRADED FD33738D8791,487$36,6320.01%
156SELECT SECTOR SPDR TR81369Y407179$35,9130.01%
157SCHWAB STRATEGIC TR808524805829$34,0880.01%
158MOBILE INFRASTRUCTURE CORPBEEP10,164$33,3380.01%
159ISHARES TR464287226306$30,9890.01%
160ISHARES TR464287242264$29,8270.01%
161GOLDMAN SACHS ETF TRNVGLF568$28,7640.01%
162FIRST TR EXCHANGE-TRADED FD33733E203167$28,7120.01%
163FIRST TR EXCHANGE TRADED FD33734X853586$28,3160.01%
164FIRST TR EXCHANGE-TRADED FD33733E104298$27,0440.01%
165J P MORGAN EXCHANGE TRADED F46641Q308465$26,3500.01%
166AMBEV SAABEV10,525$25,6810.01%
167FIRST TR EXCHNG TRADED FD VI33740F581856$24,5100.01%
168SCHWAB STRATEGIC TR808524607415$21,3570.01%
169ISHARES TR464288794141$18,1270.00%
170INVESCO EXCHANGE TRADED FD TIVZ909$17,9730.00%
171SELECT SECTOR SPDR TR81369Y209113$17,3960.00%
172SCHWAB STRATEGIC TR808524862338$16,5550.00%
173FIRST TR EXCHANGE-TRADED FD33738D804858$16,4780.00%
174INVESCO EXCHANGE TRADED FD TIVZ294$16,1820.00%
175INVESCO EXCHANGE TRADED FD TIVZ296$15,1410.00%
176FIRST TR EXCHANGE TRADED FD33734X168217$14,5420.00%
177SCHWAB STRATEGIC TR808524771201$14,4130.00%
178FIRST TR EXCHANGE-TRADED FD33738R118178$14,2570.00%
179SCHWAB STRATEGIC TR808524300125$13,0360.00%
180ISHARES TR46428761432$12,0120.00%
181SCHWAB STRATEGIC TR808524847518$11,9920.00%
182GOLDMAN SACHS ETF TRNVGLF100$11,9610.00%
183ISHARES TR464288588123$11,7850.00%
184ISHARES TR464288638216$11,6040.00%
185INVESCO EXCH TRADED FD TR IIIVZ289$10,9010.00%
186FIRST TR EXCHNG TRADED FD VI33740U109442$9,6180.00%
187INVESCO EXCH TRADED FD TR IIIVZ207$9,5550.00%
188SCHWAB STRATEGIC TR808524755247$9,2160.00%
189FIRST TR EXCHANGE TRADED FD33734X184204$7,8640.00%
190SCHWAB STRATEGIC TR808524706248$7,2370.00%
191FIRST TR EXCHANGE-TRADED FD33738D606287$6,4260.00%
192INVESCO EXCH TRADED FD TR IIIVZ219$6,3570.00%
193SELECT SECTOR SPDR TR81369Y50672$6,3220.00%
194SCHWAB STRATEGIC TR808524870112$6,0070.00%
195SCHWAB STRATEGIC TR808524888154$5,9340.00%
196J P MORGAN EXCHANGE TRADED F46641Q76198$5,5440.00%
197INVESCO EXCHANGE TRADED FD TIVZ45$5,4200.00%
198INVESCO EXCHANGE TRADED FD TIVZ75$4,9740.00%
199FIRST TR EXCHANGE-TRADED FD33739Q40875$4,4900.00%
200INVESCO EXCHANGE TRADED FD TIVZ44$3,9350.00%
201FIRST TR EXCHANGE-TRADED FD33738D796180$3,8390.00%
202FIRST TR EXCHANGE TRADED FD33734X15044$3,3390.00%
203INVESCO ACTIVELY MANAGED EXCIVZ146$3,3110.00%
204INVESCO EXCHANGE TRADED FD TIVZ66$3,1490.00%
205ISHARES TR46428743231$3,0410.00%
206SCHWAB STRATEGIC TR80852469851$2,3540.00%
207FIRST TR EXCHANGE TRADED FD33733E82356$1,7500.00%
208FIRST TR EXCH TRADED FD III33739P10326$1,6570.00%
209SCHWAB STRATEGIC TR80852476327$1,6140.00%
210INVESCO EXCH TRADED FD TR IIIVZ24$1,4730.00%
211INVESCO EXCH TRADED FD TR IIIVZ55$1,4240.00%
212SCHWAB STRATEGIC TR80852473043$1,3880.00%
213INVESCO EXCH TRADED FD TR IIIVZ64$1,3830.00%
214INVESCO ACTIVELY MANAGED EXCIVZ28$1,3570.00%
215SCHWAB STRATEGIC TR80852485426$1,3160.00%
216FIRST TR EXCHANGE TRADED FD33734X12780$1,2940.00%
217INVESCO EXCH TRADED FD TR IIIVZ59$1,2530.00%
218FIRST TR EXCHNG TRADED FD VI33740F540100$1,2500.00%
219SCHWAB STRATEGIC TR80852474830$1,1450.00%
220FIRST TR EXCHANGE-TRADED FD33738R84538$1,1080.00%
221FIRST TR EXCH TRADED FD III33739P70712$8220.00%
222LATTICE STRATEGIES TR51841620115$3850.00%
223FIRST TR EXCHANGE-TRADED FD33738R6626$2260.00%
224INVESCO EXCH TRADED FD TR IIIVZ1$2010.00%
225GOLDMAN SACHS ETF TRNVGLF2$1390.00%
226PIMCO ETF TR72201R7181$900.00%
227J P MORGAN EXCHANGE TRADED F46641Q2581$260.00%