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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 Q4 2024 · Filed January 29, 2025 · Accession 0001398344-25-001312

Total Value
$387.6M
Positions
241
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (241)

#IssuerTicker / CUSIPSharesValue% of Filing
1FIRST TR EXCHNG TRADED FD VI33740F8882,057,359$50.7M13.08%
2FIRST TR EXCHANGE-TRADED FD33739Q705510,279$25.6M6.61%
3J P MORGAN EXCHANGE TRADED F46641Q159560,081$25.6M6.59%
4FS CREDIT OPPORTUNITIES CORPFSCO3,451,786$23.5M6.07%
5J P MORGAN EXCHANGE TRADED F46641Q118335,962$20.3M5.24%
6J P MORGAN EXCHANGE TRADED F46641Q332343,408$19.8M5.10%
7AB ACTIVE ETFS INC00039J608523,281$19.3M4.98%
8FIRST TR EXCHANGE-TRADED FD33741X102392,166$14.1M3.63%
9AB ACTIVE ETFS INC00039J855383,154$13.3M3.44%
10J P MORGAN EXCHANGE TRADED F46654Q609159,056$12.9M3.33%
11PIMCO DYNAMIC INCOME FD72201Y101576,134$10.6M2.73%
12FIRST TR EXCHANGE-TRADED FD33738R688627,638$10.2M2.64%
13FIRST TR EXCHANGE-TRADED FD33738R506166,656$9.9M2.54%
14AB ACTIVE ETFS INC00039J301123,369$8.7M2.24%
15APPLE INCAAPL25,769$6.5M1.66%
16AB ACTIVE ETFS INC00039J70791,197$6.1M1.58%
17AB ACTIVE ETFS INC00039J40082,739$6.0M1.54%
18J P MORGAN EXCHANGE TRADED F46641Q266158,790$5.9M1.53%
19J P MORGAN EXCHANGE TRADED F46641Q13494,711$5.5M1.43%
20FIRST TR EXCHANGE-TRADED FD33738R860167,920$5.3M1.38%
21FIRST TR VALUE LINE DIVID IN33734H106119,579$5.2M1.35%
22INVESCO ACTIVELY MANAGED EXCIVZ187,005$4.7M1.21%
23MICROSOFT CORPMSFT8,930$3.8M0.97%
24INVESCO QQQ TRIVZ6,145$3.1M0.81%
25AT&T INCT-PC126,549$2.9M0.74%
26INTERNATIONAL BUSINESS MACHSINTR11,190$2.5M0.63%
27FIRST TR EXCHANGE-TRADED FD33738D30952,843$2.4M0.63%
28J P MORGAN EXCHANGE TRADED F46654Q20342,151$2.4M0.61%
29VERIZON COMMUNICATIONS INCVZ57,684$2.3M0.60%
30SPDR S&P 500 ETF TRSPY3,753$2.2M0.57%
31FIRST TR EXCHANGE-TRADED FD33733E3028,698$2.1M0.55%
32BROADCOM INCAVGO8,077$1.9M0.48%
33DUKE ENERGY CORP NEWDUKB14,756$1.6M0.41%
34HOME DEPOT INCHD3,959$1.5M0.40%
35EXXON MOBIL CORPXOM14,293$1.5M0.40%
36EATON VANCE TX ADV GLBL DIVETN79,182$1.4M0.37%
37FIRST TR EXCHANGE TRADED FD33734X13526,578$1.4M0.37%
38TESLA INCTSLA3,517$1.4M0.37%
39ALPHABET INCGOOG6,595$1.3M0.32%
40AMAZON COM INCAMZN5,700$1.3M0.32%
41FIRST TR EXCHNG TRADED FD VI33740F75540,094$1.2M0.32%
42FIRST TR EXCHANGE TRADED FD33734X14311,580$1.2M0.31%
43INVESCO EXCH TRADED FD TR IIIVZ57,108$1.2M0.31%
44FIRST TR EXCHANGE-TRADED FD33738D10132,599$1.2M0.30%
45NVIDIA CORPORATIONNVDA8,439$1.1M0.29%
46JPMORGAN CHASE & CO.VYLD4,639$1.1M0.29%
47PROSHARES TR74348A46710,595$1.1M0.27%
48FIRST TR EXCHANGE-TRADED FD33738D40825,342$1.0M0.27%
49LATTICE STRATEGIES TR51841640919,522$993,4640.26%
50ISHARES TR4642876223,045$980,9770.25%
51BLACKROCK FLOATING RATE INCOBLK63,507$873,2160.23%
52GILEAD SCIENCES INCGILD8,710$804,5610.21%
53ALTRIA GROUP INCMO14,834$775,6600.20%
54PHILIP MORRIS INTL INC7181721096,392$769,2370.20%
55ROYAL BK CDA7800871026,284$757,2850.20%
56INVESCO EXCH TRADED FD TR IIIVZ41,354$747,6820.19%
57INVESCO EXCH TRADED FD TR IIIVZ63,293$729,7700.19%
58ISHARES TR46429B6978,096$718,8120.19%
59ABBVIE INCABBV4,030$716,1300.18%
60SOUTHERN COSOMN8,529$702,1360.18%
61GOLDMAN SACHS GROUP INCGSCE1,138$651,8630.17%
62FIRST TR EXCHANGE-TRADED FD33739Q40810,083$602,6780.16%
63SSGA ACTIVE ETF TR78467V60814,057$586,6050.15%
64MERCK & CO INCMRK5,732$570,2150.15%
65INVESCO ACTIVELY MANAGED EXCIVZ11,352$568,8430.15%
66JOHNSON & JOHNSONJNJ3,924$567,5230.15%
67BERKSHIRE HATHAWAY INC DELBRK-A1,109$502,6880.13%
68PEPSICO INCPEP3,229$491,0470.13%
69INVESCO VALUE MUN INCOME TRIVZ39,081$464,6720.12%
70FIRST TR EXCHANGE TRADED FD33734X8467,050$447,3530.12%
71MASTERCARD INCORPORATEDMA826$435,0720.11%
72PARKER-HANNIFIN CORPPH682$434,0420.11%
73ARISTA NETWORKS INCANET3,884$429,2990.11%
74FIRST TR DOW JONES SELECT MI33718M1056,258$426,5120.11%
75VISA INCV1,342$424,1260.11%
76AB ACTIVE ETFS INC00039J1037,947$400,1310.10%
77GENERAL MLS INC3703341046,251$398,6390.10%
78WALMART INCWMT4,195$379,0230.10%
79TAIWAN SEMICONDUCTOR MFG LTD8740391001,738$343,2380.09%
80FIRST TR EXCH TRADED FD III33739P20213,210$343,1990.09%
81BLACKROCK FLOATING RATE INCBLK26,375$339,1790.09%
82PIONEER MUNICIPAL HIGH INCOM72376310835,717$330,7390.09%
83UNITED CMNTY BKS BLAIRSVLE GUNTCW10,152$327,9950.08%
84SCHWAB STRATEGIC TR80852420113,326$308,8990.08%
85META PLATFORMS INCMETA523$306,0990.08%
86INVESCO EXCH TRADED FD TR IIIVZ10,777$299,8580.08%
87CISCO SYS INCCSCO5,059$299,4680.08%
88GUGGENHEIM STRATEGIC OPPORTUGOF19,403$296,0900.08%
89COSTCO WHSL CORP NEW22160K105318$291,6400.08%
90TRUIST FINL CORP89832Q1096,658$288,8360.07%
91TEXAS INSTRS INC8825081041,484$278,1970.07%
92FIRST TR EXCH TRADED FD III33739P85514,842$277,5400.07%
93INVESCO EXCHANGE TRADED FD TIVZ2,460$257,9890.07%
94FS KKR CAP CORPFSK11,300$245,4410.06%
95SSGA ACTIVE ETF TR78467V4005,529$244,2830.06%
96CATERPILLAR INCCAT668$242,3100.06%
97INVESCO EXCHANGE TRADED FD TIVZ8,224$240,9770.06%
98MCDONALDS CORPMCD811$235,1950.06%
99FIRST TR EXCHANGE-TRADED ALP33737M3002,992$231,6420.06%
100PALO ALTO NETWORKS INCPANW1,258$228,9060.06%
101GOLDMAN SACHS ETF TRNVGLF6,661$222,0920.06%
102SOUTHERN FIRST BANCSHARESSFST5,556$220,8510.06%
103FIRST TR EXCHNG TRADED FD VI33740U7865,901$220,1070.06%
104GE AEROSPACE3696043011,298$216,4880.06%
105ETFS GOLD TR00326A1048,524$213,5260.06%
106SCHWAB STRATEGIC TR8085247977,600$207,6440.05%
107FIRST TR EXCHANGE-TRADED ALP33737M4093,737$205,5610.05%
108PIMCO ETF TR72201R7752,067$186,9330.05%
109INVESCO EXCHANGE TRADED FD TIVZ4,961$185,6450.05%
110VANGUARD INDEX FDS922908363338$182,0310.05%
111INVESCO ACTIVELY MANAGED EXCIVZ6,930$172,4860.04%
112ISHARES TR4642875072,753$171,5680.04%
113J P MORGAN EXCHANGE TRADED F46654Q7322,264$171,3170.04%
114ALPHABET INCGOOG899$170,2120.04%
115ISHARES TR4642878041,434$165,2810.04%
116INVESCO EXCHANGE TRADED FD TIVZ2,302$154,2740.04%
117INVESCO EXCHANGE TRADED FD TIVZ770$134,9000.03%
118FIRST TR EXCHNG TRADED FD VI33740U5053,000$133,7250.03%
119RITHM CAPITAL CORPRITM-PF12,179$131,8990.03%
120INVESCO EXCHANGE TRADED FD TIVZ1,185$127,5440.03%
121SCHWAB STRATEGIC TR8085248394,543$103,1190.03%
122FIRST TR EXCHNG TRADED FD VI33740F8052,316$99,5160.03%
123LATTICE STRATEGIES TR5184165082,250$98,0990.03%
124INVESCO EXCHANGE TRADED FD TIVZ2,359$97,3360.03%
125ISHARES TR464288760654$94,9960.02%
126FIRST TR EXCHNG TRADED FD VI33740F6152,450$93,5130.02%
127FIRST TR EXCHANGE-TRADED FD33738R6051,564$92,3720.02%
128INNOVATOR ETFS TRUSTINHD2,000$84,5000.02%
129INNOVATOR ETFS TRUSTINHD2,000$82,3400.02%
130INNOVATOR ETFS TRUSTINHD1,990$79,9780.02%
131PIMCO HIGH INCOME FD72201410716,309$79,2620.02%
132INNOVATOR ETFS TRUSTINHD2,000$79,1330.02%
133INNOVATOR ETFS TRUSTINHD1,990$77,7800.02%
134INNOVATOR ETFS TRUSTINHD2,000$77,0000.02%
135INNOVATOR ETFS TRUSTINHD1,980$76,0720.02%
136INNOVATOR ETFS TRUSTINHD1,990$75,3710.02%
137INNOVATOR ETFS TRUSTINHD1,990$74,6640.02%
138INVESCO EXCH TRADED FD TR IIIVZ2,816$73,6470.02%
139INNOVATOR ETFS TRUSTINHD2,000$73,6000.02%
140INNOVATOR ETFS TRUSTINHD2,000$73,4080.02%
141FIRST TR EXCHANGE-TRADED FD33738D8122,885$69,5170.02%
142VANGUARD INDEX FDS922908736163$66,9020.02%
143INNOVATOR ETFS TRUSTINHD1,800$64,6330.02%
144INVESCO EXCHANGE TRADED FD TIVZ548$61,7870.02%
145PIMCO ETF TR72201R833608$61,0180.02%
146SELECT SECTOR SPDR TR81369Y704457$60,2480.02%
147INVESCO EXCH TRADED FD TR IIIVZ3,116$59,7030.02%
148VANGUARD INDEX FDS922908744340$57,5620.01%
149FIRST TR EXCHANGE-TRADED FD33739Q2001,093$53,1980.01%
150SELECT SECTOR SPDR TR81369Y803218$50,7400.01%
151SELECT SECTOR SPDR TR81369Y6051,025$49,5600.01%
152J P MORGAN EXCHANGE TRADED F46641Q837979$49,3120.01%
153ISHARES TR464288885485$46,9630.01%
154INVESCO EXCH TRADED FD TR IIIVZ639$44,7010.01%
155VANGUARD INDEX FDS922908769153$44,3560.01%
156ISHARES TR46429B366875$41,3020.01%
157SELECT SECTOR SPDR TR81369Y407180$40,2860.01%
158SCHWAB STRATEGIC TR8085248052,164$40,0270.01%
159ISHARES TR464288877753$39,5100.01%
160INVESCO EXCHANGE TRADED FD TIVZ1,851$39,3530.01%
161FIRST TR EXCHANGE-TRADED FD33738D8791,519$36,8260.01%
162PIMCO ETF TR72201R817375$35,6630.01%
163FIRST TR EXCHANGE TRADED FD33734X192282$33,6270.01%
164ISHARES TR464287226305$29,5550.01%
165FIRST TR EXCHANGE-TRADED FD33733E203173$28,7830.01%
166GOLDMAN SACHS ETF TRNVGLF568$28,5190.01%
167FIRST TR EXCHANGE-TRADED FD33733E104306$26,8740.01%
168VANGUARD INDEX FDS92290862997$25,6210.01%
169FIRST TR EXCHNG TRADED FD VI33740F581856$25,4750.01%
170SCHWAB STRATEGIC TR808524607895$23,1390.01%
171SCHWAB STRATEGIC TR808524862911$21,9190.01%
172VANGUARD INDEX FDS922908652111$21,0600.01%
173LOANDEPOT INCLDI10,000$20,4000.01%
174ISHARES TR464288794141$20,3180.01%
175AMBEV SAABEV10,525$19,4710.01%
176SCHWAB STRATEGIC TR808524771758$17,9410.00%
177INVESCO EXCHANGE TRADED FD TIVZ920$16,8490.00%
178INVESCO EXCHANGE TRADED FD TIVZ296$16,1490.00%
179SELECT SECTOR SPDR TR81369Y209113$15,6070.00%
180SCHWAB STRATEGIC TR808524300555$15,4580.00%
181INVESCO EXCHANGE TRADED FD TIVZ297$14,8890.00%
182FIRST TR EXCHANGE-TRADED FD33738D804786$14,8220.00%
183FIRST TR EXCHANGE-TRADED FD33738R118187$14,6920.00%
184J P MORGAN EXCHANGE TRADED F46641Q308269$13,9790.00%
185SCHWAB STRATEGIC TR808524847614$12,9270.00%
186ISHARES TR46428761432$12,8510.00%
187GOLDMAN SACHS ETF TRNVGLF100$12,4420.00%
188FIRST TR EXCHANGE TRADED FD33734X168218$12,3960.00%
189ISHARES TR464288638219$11,2930.00%
190INVESCO EXCH TRADED FD TR IIIVZ290$11,0300.00%
191SCHWAB STRATEGIC TR808524755332$11,0150.00%
192FIRST TR EXCHNG TRADED FD VI33740U109448$9,2600.00%
193INVESCO EXCH TRADED FD TR IIIVZ207$9,1720.00%
194SCHWAB STRATEGIC TR808524706322$8,5760.00%
195FIRST TR EXCHANGE TRADED FD33734X184206$7,7840.00%
196SCHWAB STRATEGIC TR808524870301$7,7740.00%
197SCHWAB STRATEGIC TR808524888204$6,9970.00%
198FIRST TR EXCHANGE-TRADED FD33738D606325$6,7720.00%
199SELECT SECTOR SPDR TR81369Y50673$6,2190.00%
200INVESCO EXCH TRADED FD TR IIIVZ221$5,9640.00%
201FIRST TR EXCHANGE-TRADED FD33738D796285$5,8360.00%
202ISHARES TR46428724254$5,7440.00%
203J P MORGAN EXCHANGE TRADED F46641Q76198$5,6120.00%
204INVESCO EXCHANGE TRADED FD TIVZ45$5,5640.00%
205INVESCO EXCHANGE TRADED FD TIVZ55$5,4160.00%
206INVESCO EXCHANGE TRADED FD TIVZ75$4,9810.00%
207ISHARES TR46428751548$4,8060.00%
208ISHARES TR46428715032$4,1160.00%
209INVESCO EXCHANGE TRADED FD TIVZ44$4,0140.00%
210SCHWAB STRATEGIC TR808524698162$3,5690.00%
211INVESCO ACTIVELY MANAGED EXCIVZ149$3,3430.00%
212INVESCO EXCHANGE TRADED FD TIVZ66$3,3160.00%
213FIRST TR EXCHANGE TRADED FD33734X15044$3,2970.00%
214FIRST TR EXCHANGE-TRADED FD33733E823103$3,2420.00%
215LATTICE STRATEGIES TR518416201123$2,8120.00%
216LATTICE STRATEGIES TR51841660792$2,5220.00%
217SCHWAB STRATEGIC TR80852485486$2,0800.00%
218ISHARES TR46428743222$1,9600.00%
219GOLDMAN SACHS ETF TRNVGLF16$1,8430.00%
220FIRST TR EXCH TRADED FD III33739P10327$1,7920.00%
221FIRST TR EXCHNG TRADED FD VI33740F540102$1,7000.00%
222SCHWAB STRATEGIC TR80852476355$1,6440.00%
223INVESCO EXCH TRADED FD TR IIIVZ24$1,4770.00%
224INVESCO EXCHANGE TRADED FD TIVZ14$1,4720.00%
225SCHWAB STRATEGIC TR80852473049$1,4140.00%
226INVESCO ACTIVELY MANAGED EXCIVZ28$1,3180.00%
227FIRST TR EXCHANGE TRADED FD33734X12780$1,3030.00%
228INVESCO EXCH TRADED FD TR IIIVZ55$1,2970.00%
229INVESCO EXCH TRADED FD TR IIIVZ65$1,2960.00%
230SCHWAB STRATEGIC TR80852474835$1,1900.00%
231FIRST TR EXCHANGE-TRADED FD33738R84539$1,1070.00%
232INVESCO EXCH TRADED FD TR IIIVZ61$1,0840.00%
233INVESCO EXCHANGE TRADED FD TIVZ18$8250.00%
234LATTICE STRATEGIES TR51841610224$6790.00%
235FIRST TR EXCH TRADED FD III33739P7079$5830.00%
236FIRST TR EXCHANGE-TRADED FD33738R66211$3760.00%
237FIRST TR EXCHANGE TRADED FD33734X7889$2300.00%
238INVESCO EXCH TRADED FD TR IIIVZ1$2100.00%
239GOLDMAN SACHS ETF TRNVGLF2$1380.00%
240PIMCO ETF TR72201R7181$900.00%
241FIRST TR EXCHANGE TRADED FD33734X8531$250.00%