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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 2025 · Filed April 18, 2025 · Accession 0001398344-25-007278

Total Value
$401.3M
Positions
243
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (243)

#IssuerTicker / CUSIPSharesValue% of Filing
1FIRST TR EXCHNG TRADED FD VI33740F8882,216,317$54.9M13.67%
2FIRST TR EXCHANGE-TRADED FD33739Q705592,667$29.9M7.46%
3J P MORGAN EXCHANGE TRADED F46641Q159633,754$29.2M7.28%
4J P MORGAN EXCHANGE TRADED F46641Q332384,890$22.0M5.48%
5AB ACTIVE ETFS INC00039J608557,906$20.6M5.12%
6J P MORGAN EXCHANGE TRADED F46641Q118365,501$20.5M5.10%
7AB ACTIVE ETFS INC00039J830488,481$17.4M4.33%
8FS CREDIT OPPORTUNITIES CORPFSCO2,228,898$15.7M3.92%
9FIRST TR EXCHANGE-TRADED FD33741X102437,601$14.7M3.65%
10J P MORGAN EXCHANGE TRADED F46654Q609169,338$12.5M3.11%
11FIRST TR EXCHANGE TRADED FD33738R688662,145$11.4M2.85%
12FIRST TR EXCHANGE TRADED FD33738R506173,836$10.2M2.54%
13AB ACTIVE ETFS INC00039J301131,844$9.2M2.29%
14PIMCO DYNAMIC INCOME FD72201Y101366,739$7.3M1.81%
15J P MORGAN EXCHANGE TRADED F46641Q266175,145$6.7M1.67%
16J P MORGAN EXCHANGE TRADED F46641Q134100,405$6.4M1.59%
17AB ACTIVE ETFS INC00039J70796,002$6.2M1.53%
18AB ACTIVE ETFS INC00039J40086,721$6.0M1.50%
19APPLE INCAAPL25,704$5.7M1.42%
20FIRST TR VALUE LINE DIVID IN33734H106120,303$5.4M1.34%
21INVESCO ACTIVELY MANAGED EXCIVZ201,100$5.0M1.26%
22FIRST TR EXCHANGE TRADED FD33738R860158,719$4.8M1.20%
23MICROSOFT CORPMSFT8,824$3.3M0.83%
24AT&T INCT-PC116,997$3.3M0.82%
25INTERNATIONAL BUSINESS MACHSINTR11,300$2.8M0.70%
26INVESCO QQQ TRIVZ5,938$2.8M0.69%
27VERIZON COMMUNICATIONS INCVZ57,817$2.6M0.65%
28J P MORGAN EXCHANGE TRADED F46654Q20348,797$2.5M0.63%
29FIRST TR EXCHANGE-TRADED FD33738D30953,837$2.5M0.61%
30SPDR S&P 500 ETF TRSPY3,781$2.1M0.53%
31FIRST TR EXCHANGE-TRADED FD33733E3028,445$1.9M0.47%
32DUKE ENERGY CORP NEWDUKB14,985$1.8M0.46%
33EXXON MOBIL CORPXOM14,183$1.7M0.42%
34EATON VANCE TX ADV GLBL DIVETN92,527$1.7M0.42%
35HOME DEPOT INCHD4,030$1.5M0.37%
36FIRST TR EXCHANGE TRADED FD33734X13526,842$1.4M0.35%
37BROADCOM INCAVGO8,157$1.4M0.34%
38FIRST TR EXCHANGE-TRADED FD33738D10136,376$1.4M0.34%
39INVESCO EXCH TRADED FD TR IIIVZ58,454$1.2M0.30%
40FIRST TR EXCHANGE TRADED FD33734X14311,624$1.2M0.30%
41FIRST TR EXCHNG TRADED FD VI33740F75540,094$1.2M0.30%
42JPMORGAN CHASE & CO.VYLD4,671$1.1M0.29%
43AMAZON COM INCAMZN5,757$1.1M0.27%
44FIRST TR EXCHANGE-TRADED FD33738D40824,994$1.0M0.26%
45PHILIP MORRIS INTL INC7181721096,459$1.0M0.26%
46ALPHABET INCGOOG6,547$1.0M0.25%
47LATTICE STRATEGIES TR51841640920,137$1.0M0.25%
48PROSHARES TR74348A4679,928$1.0M0.25%
49GILEAD SCIENCES INCGILD8,927$1.0M0.25%
50TESLA INCTSLA3,803$985,5850.25%
51ISHARES TR4642876223,045$934,0230.23%
52ALTRIA GROUP INCMO15,422$925,6420.23%
53NVIDIA CORPORATIONNVDA8,490$920,1510.23%
54ABBVIE INCABBV4,044$847,3990.21%
55BLACKROCK FLOATING RATE INCOBLK65,169$841,9860.21%
56SOUTHERN COSOMN8,779$807,2230.20%
57INVESCO EXCH TRADED FD TR IIIVZ42,307$764,0680.19%
58ISHARES TR46429B6978,105$759,1290.19%
59INVESCO EXCH TRADED FD TR IIIVZ64,820$727,2810.18%
60ROYAL BK CDA7800871026,421$723,7750.18%
61VANGUARD WORLD FD9219108162,235$690,3470.17%
62FIRST TR EXCHANGE-TRADED FD33739Q40811,164$668,0460.17%
63INVESCO ACTIVELY MANAGED EXCIVZ12,763$639,6960.16%
64VANGUARD WORLD FD9219108404,894$630,5430.16%
65GOLDMAN SACHS GROUP INCGSCE1,154$630,3760.16%
66JOHNSON & JOHNSONJNJ3,700$613,6680.15%
67INVESCO VALUE MUN INCOME TRIVZ50,066$599,2910.15%
68SSGA ACTIVE ETF TR78467V60814,240$585,6900.15%
69BERKSHIRE HATHAWAY INC DELBRK-A1,097$584,2400.15%
70MERCK & CO INCMRK5,578$500,6710.12%
71PEPSICO INCPEP3,114$466,9120.12%
72FIRST TR EXCHANGE TRADED FD33734X8467,119$448,4920.11%
73PARKER-HANNIFIN CORPPH684$415,8800.10%
74AB ACTIVE ETFS INC00039J1037,947$402,1980.10%
75FIRST TR DOW JONES SELECT MI33718M1056,301$391,8460.10%
76WALMART INCWMT4,204$369,0830.09%
77FIRST TR EXCH TRADED FD III33739P20213,414$360,6920.09%
78MASTERCARD INCORPORATEDMA652$357,5980.09%
79VISA INCV964$337,8430.08%
80FIRST TR EXCH TRADED FD III33739P85517,937$335,4140.08%
81BLACKROCK FLOATING RATE INCBLK26,875$333,7860.08%
82INVESCO EXCH TRADED FD TR IIIVZ10,905$330,6880.08%
83PIONEER MUNICIPAL HIGH INCOM72376310835,717$328,5960.08%
84META PLATFORMS INCMETA558$321,7350.08%
85GENERAL MLS INC3703341045,274$315,3180.08%
86COSTCO WHSL CORP NEW22160K105319$302,1520.08%
87GUGGENHEIM STRATEGIC OPPORTUGOF19,403$302,1050.08%
88ARISTA NETWORKS INCANET3,884$300,9320.07%
89SCHWAB STRATEGIC TR80852420113,416$296,2360.07%
90CATERPILLAR INCCAT877$289,2680.07%
91TAIWAN SEMICONDUCTOR MFG LTD8740391001,738$288,5080.07%
92UNITED CMNTY BKS BLAIRSVLE GUNTCW10,227$287,6960.07%
93GE AEROSPACE3696043011,424$285,0590.07%
94SOUTHERN FIRST BANCSHARESSFST8,306$273,4340.07%
95TRUIST FINL CORP89832Q1096,630$272,8100.07%
96TEXAS INSTRS INC8825081041,490$267,7090.07%
97MCDONALDS CORPMCD814$254,3020.06%
98ETFS GOLD TR00326A1048,524$254,1860.06%
99SSGA ACTIVE ETF TR78467V4005,643$252,9300.06%
100INVESCO EXCHANGE TRADED FD TIVZ8,321$247,5460.06%
101INVESCO EXCHANGE TRADED FD TIVZ2,465$246,1710.06%
102PALANTIR TECHNOLOGIES INCPLTR2,914$245,9420.06%
103CISCO SYS INCCSCO3,882$239,5450.06%
104FS KKR CAP CORPFSK11,300$236,7400.06%
105GOLDMAN SACHS ETF TRNVGLF6,623$236,1000.06%
106ALIBABA GROUP HLDG LTDBBAAY1,676$221,6170.06%
107PALO ALTO NETWORKS INCPANW1,291$220,2960.05%
108COCA COLA COKO3,062$219,3190.05%
109FIRST TR EXCHNG TRADED FD VI33740U7865,901$217,1360.05%
110SCHWAB STRATEGIC TR8085247977,669$214,4120.05%
111SILA REALTY TRUST INCSILA7,901$211,0360.05%
112FIRST TR EXCHANGE-TRADED ALP33737M3003,003$206,5740.05%
113PIMCO ETF TR72201R7752,066$191,0800.05%
114J P MORGAN EXCHANGE TRADED F46654Q7322,841$190,8870.05%
115FIRST TR EXCHANGE-TRADED ALP33737M4093,757$186,8550.05%
116INVESCO ACTIVELY MANAGED EXCIVZ7,051$175,8250.04%
117INVESCO EXCHANGE TRADED FD TIVZ4,967$169,8850.04%
118ISHARES TR4642875072,754$160,6730.04%
119VANGUARD INDEX FDS922908363303$155,4760.04%
120INVESCO EXCHANGE TRADED FD TIVZ2,302$152,7060.04%
121ISHARES TR4642878041,435$150,0150.04%
122RITHM CAPITAL CORPRITM-PF12,441$142,4520.04%
123INVESCO EXCHANGE TRADED FD TIVZ800$138,5750.03%
124ALPHABET INCGOOG872$134,8350.03%
125FIRST TR EXCHNG TRADED FD VI33740U5053,000$130,2130.03%
126SCHWAB STRATEGIC TR8085248395,276$122,1840.03%
127INVESCO EXCHANGE TRADED FD TIVZ1,186$118,5550.03%
128FIRST TR EXCHNG TRADED FD VI33740F8052,327$102,0230.03%
129VANGUARD INDEX FDS922908538408$99,8130.02%
130FIRST TR EXCHNG TRADED FD VI33740F6152,450$92,3130.02%
131INVESCO EXCHANGE TRADED FD TIVZ2,359$90,2390.02%
132FIRST TR EXCHANGE TRADED FD33738R6051,566$85,9010.02%
133INNOVATOR ETFS TRUSTINHD2,000$82,9400.02%
134INNOVATOR ETFS TRUSTINHD2,000$80,3800.02%
135PIMCO HIGH INCOME FD72201410716,309$79,7510.02%
136INNOVATOR ETFS TRUSTINHD1,990$79,4700.02%
137INNOVATOR ETFS TRUSTINHD2,000$77,7000.02%
138INNOVATOR ETFS TRUSTINHD1,990$76,4360.02%
139INNOVATOR ETFS TRUSTINHD2,000$75,5600.02%
140INNOVATOR ETFS TRUSTINHD1,980$74,4480.02%
141INNOVATOR ETFS TRUSTINHD1,990$74,0680.02%
142INNOVATOR ETFS TRUSTINHD1,990$73,6500.02%
143INNOVATOR ETFS TRUSTINHD2,000$71,6400.02%
144INNOVATOR ETFS TRUSTINHD2,000$71,3200.02%
145LATTICE STRATEGIES TR5184165081,759$70,8190.02%
146INNOVATOR ETFS TRUSTINHD1,800$64,4400.02%
147PIMCO ETF TR72201R833601$60,4930.02%
148SELECT SECTOR SPDR TR81369Y704459$60,1120.01%
149INVESCO EXCH TRADED FD TR IIIVZ3,116$58,7370.01%
150VANGUARD INDEX FDS922908512360$57,7940.01%
151INVESCO EXCHANGE TRADED FD TIVZ548$57,3760.01%
152FIRST TR EXCHANGE-TRADED FD33739Q2001,133$55,6850.01%
153VANGUARD INDEX FDS922908611296$55,1420.01%
154SELECT SECTOR SPDR TR81369Y6051,029$51,2570.01%
155J P MORGAN EXCHANGE TRADED F46641Q837979$49,5670.01%
156INVESCO EXCH TRADED FD TR IIIVZ653$48,7880.01%
157SCHWAB STRATEGIC TR8085248052,304$45,5770.01%
158SELECT SECTOR SPDR TR81369Y803219$45,1360.01%
159VANGUARD INDEX FDS922908769160$43,8670.01%
160ISHARES TR46429B366880$42,2390.01%
161FIRST TR EXCHANGE-TRADED FD33738D8791,711$40,5790.01%
162INVESCO EXCHANGE TRADED FD TIVZ1,870$40,1530.01%
163PIMCO ETF TR72201R817375$36,2890.01%
164J P MORGAN EXCHANGE TRADED F46641Q761604$34,1310.01%
165SELECT SECTOR SPDR TR81369Y407166$32,7800.01%
166VANGUARD INDEX FDS922908595130$32,7300.01%
167FIRST TR EXCHANGE-TRADED FD33733E203182$30,9910.01%
168ISHARES TR464287226305$30,1710.01%
169FIRST TR EXCHANGE TRADED FD33734X192292$29,8820.01%
170GOLDMAN SACHS ETF TRNVGLF568$28,7070.01%
171SCHWAB STRATEGIC TR8085248621,103$26,8480.01%
172FIRST TR EXCHANGE-TRADED FD33733E104295$26,4100.01%
173AMBEV SAABEV10,525$24,5230.01%
174FIRST TR EXCHNG TRADED FD VI33740F581856$24,2160.01%
175SCHWAB STRATEGIC TR808524607983$23,0310.01%
176SCHWAB STRATEGIC TR808524771840$19,8320.00%
177VANGUARD INDEX FDS922908652111$19,1620.00%
178INVESCO EXCHANGE TRADED FD TIVZ928$17,7020.00%
179SELECT SECTOR SPDR TR81369Y209114$16,6290.00%
180SCHWAB STRATEGIC TR808524300663$16,6090.00%
181FIRST TR EXCHANGE-TRADED FD33738D804804$15,2210.00%
182INVESCO EXCHANGE TRADED FD TIVZ302$15,1500.00%
183SCHWAB STRATEGIC TR808524847678$14,5740.00%
184J P MORGAN EXCHANGE TRADED F46641Q308271$14,2670.00%
185SCHWAB STRATEGIC TR808524755344$12,4200.00%
186FIRST TR EXCHANGE TRADED FD33738R118167$12,2680.00%
187INVESCO EXCHANGE TRADED FD TIVZ249$12,1910.00%
188LOANDEPOT INCLDI10,000$11,9000.00%
189GOLDMAN SACHS ETF TRNVGLF100$11,8220.00%
190ISHARES TR46428761432$11,5550.00%
191FIRST TR EXCHANGE TRADED FD33734X168204$11,3110.00%
192SCHWAB STRATEGIC TR808524870365$9,8190.00%
193SCHWAB STRATEGIC TR808524706348$9,5940.00%
194FIRST TR EXCHNG TRADED FD VI33740U109453$9,5670.00%
195FIRST TR EXCHANGE-TRADED FD33738D796436$9,0390.00%
196ISHARES TR46428751594$8,3650.00%
197FIRST TR EXCHANGE-TRADED FD33738D606363$7,8120.00%
198SCHWAB STRATEGIC TR808524888215$7,7050.00%
199FIRST TR EXCHANGE-TRADED FD33733E823245$7,2990.00%
200SELECT SECTOR SPDR TR81369Y50673$6,8350.00%
201ISHARES TR46428715050$6,1010.00%
202ISHARES TR46428724254$5,8870.00%
203INVESCO EXCHANGE TRADED FD TIVZ45$5,1240.00%
204INVESCO EXCHANGE TRADED FD TIVZ55$5,0340.00%
205INVESCO EXCHANGE TRADED FD TIVZ45$4,1390.00%
206SCHWAB STRATEGIC TR808524698175$3,9290.00%
207INVESCO ACTIVELY MANAGED EXCIVZ151$3,3790.00%
208FIRST TR EXCH TRADED FD III33739P10351$3,2870.00%
209INVESCO EXCH TRADED FD TR IIIVZ112$3,1160.00%
210FIRST TR EXCHANGE TRADED FD33734X15044$3,0690.00%
211INVESCO EXCHANGE TRADED FD TIVZ67$3,0600.00%
212LATTICE STRATEGIES TR518416201123$2,9020.00%
213LATTICE STRATEGIES TR51841660792$2,6630.00%
214SCHWAB STRATEGIC TR80852485492$2,2900.00%
215INVESCO EXCH TRADED FD TR IIIVZ59$2,0770.00%
216ISHARES TR46428743223$2,0570.00%
217INVESCO EXCH TRADED FD TR IIIVZ67$1,8000.00%
218SCHWAB STRATEGIC TR80852476365$1,7930.00%
219GOLDMAN SACHS ETF TRNVGLF16$1,7610.00%
220INVESCO EXCH TRADED FD TR IIIVZ39$1,6920.00%
221SCHWAB STRATEGIC TR80852473053$1,6220.00%
222FIRST TR EXCHANGE TRADED FD33734X18437$1,5160.00%
223INVESCO EXCH TRADED FD TR IIIVZ24$1,5120.00%
224INVESCO EXCHANGE TRADED FD TIVZ14$1,4070.00%
225SCHWAB STRATEGIC TR80852474838$1,3710.00%
226INVESCO EXCH TRADED FD TR IIIVZ56$1,3610.00%
227INVESCO ACTIVELY MANAGED EXCIVZ29$1,3480.00%
228INVESCO EXCH TRADED FD TR IIIVZ66$1,3400.00%
229FIRST TR EXCHANGE TRADED FD33734X12780$1,3180.00%
230FIRST TR EXCHNG TRADED FD VI33740F540102$1,2450.00%
231INVESCO EXCHANGE TRADED FD TIVZ18$8240.00%
232LATTICE STRATEGIES TR51841610224$7400.00%
233VANGUARD INDEX FDS9229087444$6910.00%
234FIRST TR EXCH TRADED FD III33739P7079$6000.00%
235FIRST TR EXCHANGE TRADED FD33738R66211$4070.00%
236FIRST TR EXCHANGE TRADED FD33734X7889$2310.00%
237INVESCO EXCH TRADED FD TR IIIVZ1$1930.00%
238INVESCO EXCH TRADED FD TR IIIVZ11$1920.00%
239GOLDMAN SACHS ETF TRNVGLF2$1270.00%
240ISHARES TR4642874731$1260.00%
241PIMCO ETF TR72201R7181$920.00%
242FIRST TR EXCHANGE TRADED FD33738R8451$150.00%
243FIRST TR EXCHANGE TRADED FD33734X8530$150.00%