RMG Wealth Management LLC Q4 2025 Filing
Filed January 29, 2026
Portfolio Value
$772.2M
Holdings
431
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (431 positions)
| Stock | Value |
|---|---|
EWEDWARDS LIFESCIENCES COR | $25K |
BXBLACKSTONE INC | $25K |
RPMRPM INTL INC | $25K |
IUSGISHARES US ENERGY ETF | $25K |
XLVSTATE STRT HLTH CRE SLT SEC SPDR ETF | $24K |
FSSLFS SPECIALTY LENDING | $24K |
EWYISHARES CORE MSCI EAFE ETF | $24K |
GSGOLDMAN SACHS GROUP INC | $23K |
FFORD MTR CO DEL | $23K |
TKOTKO GROUP HLDGS INC CLASS A | $22K |
CMRFCIM REAL ESTATE FINANCE TRUST INC | $22K |
AFSI 7.25 PERP BAMTRUST FINL 7.25 PFDPFD SER B | $22K |
—MAIDEN HOLDINGS 7.75 PFD DUE 12/01/43SUBJ TO XTRO REDEMPTION | $21K |
FDXFEDEX CORP | $21K |
CCLCARNIVAL CORP F | $20K |
LLYELI LILLY AND CO | $20K |
RSGREPUBLIC SVCS INC | $19K |
PYPLPAYPAL HLDGS INC | $19K |
ILFISHARES RUSSELL MID CAP ETF | $19K |
RILYBRC GROUP HLDGS INC | $18K |
LOWLOWES COS INC | $18K |
DPZDOMINOS PIZZA INC | $18K |
DHRDANAHER CORP | $18K |
CMCOCOLUMBUS MCKINNON CORP N | $18K |
RTXRTX CORP | $17K |
WMBWILLIAMS COS INC | $17K |
GOOGALPHABET INC CLASS CLASS C | $16K |
ABXBARRICK MNG CORP F | $16K |
CMECME GROUP INC CLASS CLASS A | $16K |
IJHISHARES CORE S&P MID CAPETF | $16K |
ECLECOLAB INC | $16K |
AGFIRST MAJESTIC SILVER F | $16K |
BIIBBIOGEN INC | $14K |
STESTERIS PLC F | $14K |
SKYYFIRST TRUST VALUE DIVIDEND INDEX ETF | $14K |
TRVTRAVELERS COS INC | $14K |
IRMIRON MTN INC NEW REIT | $14K |
SPTMSTATE STREET SPDR S&P DIV ETF | $14K |
EAGLEAGLE CAPITAL GROWTH CF | $14K |
QCOMQUALCOMM INC | $14K |
VTIVANGUARD LARGE CAP ETF | $13K |
ACNACCENTURE PLC IRELAND FCLASS CLASS A | $13K |
ASMLASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $13K |
RYROYAL BANK OF CANADA F | $13K |
AWNADVANCE AUTO PTS INC | $13K |
ICEINTERCONTINENTAL EXCHANG | $13K |
NVLHNEOS NASDAQ 100 HIGH INCOME ETF | $13K |
ALIZYALLIANZ SE FUNSPONSORED ADR 1 ADR REPS 0.1 ORD SHS | $13K |
AZNASTRAZENECA PLC F | $13K |
UNHUNITEDHEALTH GROUP INC | $13K |
GONGERON CORP | $13K |
SHOPSHOPIFY INC FCLASS CLASS A | $13K |
KLACKLA CORP | $12K |
IEMGISHARES CORE MSCI EMERGING ETF | $12K |
NEARISHARES MSCI USA MIN VOLFCTR ETF | $12K |
VGSHVANGUARD INTERMEDIATE TERM BOND ETF | $11K |
BLKCHFBLACKROCK INC NEW | $11K |
GXOGXO LOGISTICS INC | $11K |
AFLAFLAC INC | $11K |
PRUPRUDENTIAL FINL INC | $11K |
SHELSHELL PLC FTENDER OFFER EXP: | $11K |
TJXTJX COS INC NEW | $11K |
MCXMCCORMICK & CO INC CLASS CLASS N | $11K |
NUENUCOR CORP | $11K |
BGBUNGE GLOBAL SA F | $11K |
YLCOUSDGLOBAL X RUSSELL 2000 CVRED CALL ETF | $11K |
—AXA SA FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $11K |
ANETEURARISTA NETWORKS INC | $11K |
SPGIS&P GLOBAL INC | $10K |
EUDGWISDOMTREE EUROPE HEDGEDEQTY ETF | $10K |
NKENIKE INC CLASS B | $10K |
GEHCGE HEALTHCARE TECHNOLOGI | $10K |
COPCONOCOPHILLIPS | $10K |
CASYCASEYS GEN STORES INC | $9K |
HIGHARTFORD INS GROUP INC | $9K |
UBERUBER TECHNOLOGIES INC | $9K |
RMERESMED INC | $9K |
VRSKVERISK ANALYTICS INC CLASS A | $8K |
WMWASTE MGMT INC DEL | $8K |
FRBPFRANKLIN BSP CAPITAL CORPORATION | $8K |
ITWILLINOIS TOOL WKS INC | $8K |
ORLYO REILLY AUTOMOTIVE INC | $8K |
CZRCAESARS ENTMT INC NEW | $8K |
PHPARKER-HANNIFIN CORP | $8K |
BROBROWN & BROWN INC | $7K |
EXPEEXPEDIA GROUP INC | $7K |
IBKRINTERACTIVE BROKERS GROUCLASS CLASS A | $7K |
SHWSHERWIN-WILLIAMS CO | $7K |
BRBROADRIDGE FINL SOLUTION | $7K |
CSCOCISCO SYS INC | $7K |
SKYCHAMPION HOMES INC | $7K |
METMETLIFE INC | $7K |
PSXPHILLIPS 66 | $7K |
SLBSCHNEIDER ELEC SA FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS | $7K |
TTENTOTALENERGIES F | $7K |
BOTZGLOBAL X US INFRA DVLPMNT ETF | $7K |
IVREURINVENTRUST PPTYS CORP | $6K |
ISRGINTUITIVE SURGICAL INC | $6K |
IGFISHARES CORE US REIT ETF | $6K |
LHLABCORP HLDGS INC | $6K |