Pmg Family Office LLC New Holdings in Q3 2025

Pmg Family Office LLC

  • $89.5 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Blackrock ETF Trust
20.1K
New
N/A
20.1K $637M
BX
Blackstone Inc.

Financial Services
3.68K
New
$152.77 - $188.68 $562K - $694K
3.68K $629M
THQ
Tekla Healthcare Opportunities Fund

Financial Services
36.3K
New
$15.26 - $18.63 $554K - $677K
36.3K $628M
NMAI
Nuveen Multi Asset Income Fund

ETFs
46.3K
New
$12.35 - $13.01 $571K - $602K
46.3K $606M
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
26.8K
New
$20.79 - $21.92 $557K - $587K
26.8K $580M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
935
New
$567.77 - $614.76 $531K - $575K
935 $574M
DJIA
Global X Fds Dow 30 Covered Ca

ETFs
25.6K
New
$21.34 - $21.93 $547K - $562K
25.6K $560M
FTQI
First Trust ETF Vi First Trust

ETFs
26.8K
New
$19.5 - $20.79 $522K - $556K
26.8K $551M
AMZN
Amazon Com Inc

Consumer Cyclical
2.49K
New
$211.65 - $238.24 $526K - $593K
2.49K $546M
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
37K
New
$13.87 - $14.46 $514K - $535K
37K $545M
RVT
Royce Value Trust, Inc.

Financial Services
32.7K
New
$14.94 - $16.5 $488K - $539K
32.7K $527M
Neos ETF Trust
9.66K
New
N/A
9.66K $524M
CHW
Calamos Global Dynamic Income Fund

Financial Services
68.3K
New
$7.06 - $7.63 $482K - $521K
68.3K $515M
GDV
Gabelli Dividend & Income Trust

Financial Services
18.8K
New
$25.8 - $27.4 $486K - $516K
18.8K $511M
Goldman Sachs ETF Tr
9.65K
New
N/A
9.65K $506M
APO
Apollo Global Management, Inc.

Financial Services
3.64K
New
$131.55 - $156.05 $479K - $568K
3.64K $485M
EPD
Enterprise Products Partners L.P.

Energy
15.5K
New
$30.74 - $32.14 $475K - $497K
15.5K $483M
LDOS
Leidos Holdings, Inc.

Technology
2.37K
New
$159.2 - $188.96 $377K - $448K
2.37K $448M
JCE
Nuveen Core Equity Alpha Fund

Financial Services
27.4K
New
$15.18 - $15.87 $416K - $435K
27.4K $440M
RMT
Royce Micro Cap Trust, Inc.

Financial Services
40.5K
New
$9.2 - $10.5 $372K - $425K
40.5K $420M
BMEZ
Black Rock Health Sciences Trust Ii

ETFs
28.5K
New
$13.74 - $14.62 $392K - $417K
28.5K $411M
AVGO
Broadcom Inc.

Technology
1.2K
New
$264.74 - $369.57 $317K - $443K
1.2K $395M
AVK
Advent Convertible & Income Fund

Financial Services
30.5K
New
$12.06 - $12.79 $368K - $390K
30.5K $390M
JPM
Jpmorgan Chase & CO

Financial Services
1.19K
New
$282.78 - $316.06 $336K - $375K
1.19K $374M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
7.87K
New
$46.51 - $50.07 $366K - $394K
7.87K $369M
FTHI
First Trust Exchange Traded Fd

ETFs
15.5K
New
$22.76 - $23.92 $354K - $372K
15.5K $369M
THW
Tekla World Healthcare Fund

Financial Services
27.9K
New
$10.16 - $12.6 $284K - $352K
27.9K $352M
HQL
Tekla Life Sciences Investors

Financial Services
22.6K
New
$12.76 - $15.51 $289K - $351K
22.6K $351M
LGI
Lazard Global Total Return & Income Fund Inc

Financial Services
19.3K
New
$16.64 - $17.8 $321K - $344K
19.3K $334M
BME
Black Rock Health Sciences Trust

Financial Services
8.71K
New
$35.17 - $37.31 $306K - $325K
8.71K $324M
SPYI
Shp ETF Tr Neos S&P 500 High I
6.08K
New
N/A
6.08K $318M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
34.5K
New
$8.55 - $9.1 $295K - $314K
34.5K $314M
HD
Home Depot, Inc.

Consumer Cyclical
743
New
$357.4 - $423.42 $266K - $315K
743 $301M
GGT
Gabelli Multimedia Trust Inc.

Financial Services
69.9K
New
$4.17 - $4.36 $292K - $305K
69.9K $301M
CG
Carlyle Group Inc.

Financial Services
4.41K
New
$52.82 - $69.35 $233K - $306K
4.41K $276M
RYLG
Global X Fds Russell 2000 Cove
11.4K
New
N/A
11.4K $257M
VUG
Vanguard Growth ETF

ETFs
512
New
$433.97 - $484.08 $222K - $248K
512 $246M
ETO
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Financial Services
7.84K
New
$26.51 - $27.85 $208K - $218K
7.84K $216M
Blackrock Inc
185
New
N/A
185 $216M
ECF
Ellsworth Growth & Income Fund LTD

Financial Services
18.3K
New
$10.16 - $11.84 $186K - $217K
18.3K $212M
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
17.7K
New
$11.19 - $11.74 $199K - $208K
17.7K $205M
WMT
Walmart Inc.

Consumer Defensive
1.94K
New
$94.4 - $104.27 $184K - $203K
1.94K $200M
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
10.9K
New
$10.81 - $11.15 $118K - $122K
10.9K $121M
DNP
Dnp Select Income Fund Inc

Financial Services
10.9K
New
$9.65 - $10.02 $105K - $109K
10.9K $110M
FT
Franklin Universal Trust

Financial Services
11.6K
New
$7.61 - $8.04 $87.9K - $92.9K
11.6K $92.9M
GCV
Gabelli Convertible & Income Securities Fund Inc

Financial Services
13.9K
New
$3.81 - $4.23 $52.9K - $58.7K
13.9K $57.3M
Cohen & Steers Infrastructur
50.9K
New
N/A
50.9K $3.97M
Activity Summary
Buys All Purchases 98 New Holdings 98 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Pmg Family Office LLC Portfolio

Follow Pmg Family Office LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pmg Family Office LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pmg Family Office LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email