Pcg Wealth Advisors, LLC Purchases in Q3 2025

Pcg Wealth Advisors, LLC

  • $310 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
1.89K
+ 13.2%
$94.33 - $105.31 $178K - $199K
16.2K $1.69M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3.96K
+ 9.4%
$70.85 - $76.96 $280K - $305K
46.1K $3.5M
ITA
Ishares Tr

ETFs
1.46K
New
$184.73 - $209.26 $269K - $305K
1.46K $304K
AVUS
American Centy ETF Tr Avantis

ETFs
2.7K
New
$101.2 - $109.16 $273K - $295K
2.7K $293K
OXY
Occidental Petroleum Corp

Energy
5.97K
New
$42.54 - $48.1 $254K - $287K
5.97K $281K
IVV
Ishares Core S&P 500 ETF

ETFs
116
+ 2.86%
$620.67 - $670.08 $72K - $77.7K
4.18K $2.8M
PLTR
Palantir Technologies Inc.

Technology
1.41K
New
$130.68 - $186.97 $184K - $263K
1.41K $256K
VEA
Vanguard Ftse Developed Market

ETFs
3.7K
+ 79.67%
$56.02 - $60.3 $207K - $223K
8.33K $499K
VUG
Vanguard Growth ETF

ETFs
488
New
$433.97 - $484.08 $212K - $236K
488 $234K
AOR
Ishares Tr Core Growth Allocat

ETFs
3.46K
New
$60.99 - $64.39 $211K - $223K
3.46K $222K
MCD
Mcdonalds Corp

Consumer Cyclical
663
New
$291.67 - $316.99 $193K - $210K
663 $201K
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
1.62K
New
$116.43 - $123.68 $189K - $200K
1.62K $200K
VTV
Vanguard Value ETF

ETFs
955
+ 72.79%
$175.51 - $186.57 $168K - $178K
2.27K $422K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
3K
+ 3.15%
$59.81 - $60.11 $180K - $180K
98.2K $5.88M
MSFT
Microsoft Corp

Technology
35
+ 0.59%
$491.09 - $535.64 $17.2K - $18.7K
6K $3.11M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
79
+ 0.14%
$39.8 - $42.86 $3.14K - $3.39K
55.4K $2.37M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
472
+ 4.74%
$85.93 - $92.12 $40.6K - $43.5K
10.4K $948K
EMLP
First Tr Exchange Traded Iv

ETFs
435
+ 0.74%
$36.99 - $38.38 $16.1K - $16.7K
58.9K $2.25M
WMT
Walmart Inc.

Consumer Defensive
437
+ 14.45%
$94.4 - $104.27 $41.3K - $45.6K
3.46K $356K
AMZN
Amazon Com Inc

Consumer Cyclical
247
+ 3.29%
$211.65 - $238.24 $52.3K - $58.8K
7.75K $1.7M
META
Meta Platforms, Inc.

Communication Services
76
+ 19.54%
$695.21 - $791.73 $52.8K - $60.2K
465 $341K
AMAT
Applied Materials Inc

Technology
2
+ 0.15%
$156.25 - $204.95 $313 - $410
1.35K $276K
PEP
Pepsico Inc

Consumer Defensive
14
+ 0.45%
$133.81 - $152.16 $1.87K - $2.13K
3.13K $439K
XOM
Exxon Mobil Corp

Energy
23
+ 0.67%
$105.83 - $117.22 $2.43K - $2.7K
3.43K $387K
Fidelity Covington Trust
41.6K
New
N/A
41.6K $0
FTGS
First Tr Exchange Traded Fd Gr
140K
New
N/A
140K $0
The Alger ETF Trust
23.1K
New
N/A
23.1K $0
T Rowe Price ETF Inc
82.5K
New
N/A
82.5K $0
T Rowe Price ETF Inc
50K
New
N/A
50K $0
QTUM
ETF Ser Solutions Defiance Qua
2.49K
New
N/A
2.49K $0
Janus Detroit Str Tr
6.38K
New
N/A
6.38K $0
Pacer Fds Tr
11.4K
New
N/A
11.4K $0
Praxis Precision Medicines I
14.5K
New
N/A
14.5K $0
Amplify ETF Tr
248K
New
N/A
248K $0
Ishares Ethereum Tr
13.1K
New
N/A
13.1K $0
Barrick Mng Corp
8.11K
New
N/A
8.11K $0
Proshares Tr
13.8K
New
N/A
13.8K $0
Rbb Fund Trust
16.5K
New
N/A
16.5K $0
Rbb Fund Trust
53.8K
New
N/A
53.8K $0
Capital Group International
15.9K
New
N/A
15.9K $0
Core Natural Resources Inc
4.83K
New
N/A
4.83K $0
Capital Group Core Balanced
205K
New
N/A
205K $0
ET
Energy Transfer LP

Energy
13
+ 0.1%
$17.11 - $18.16 $222 - $236
13.7K $234K
ARCC
Ares Capital Corp

Financial Services
643
+ 3.45%
$20.41 - $23.25 $13.1K - $14.9K
19.3K $393K
COST
Costco Wholesale Corp

Consumer Defensive
11
+ 2.1%
$915.95 - $994.57 $10.1K - $10.9K
536 $496K
FCX
Freeport Mcmoran Inc

Basic Materials
10
+ 0.03%
$35.34 - $47.21 $353 - $472
31K $1.22M
Activity Summary
Buys All Purchases 97 New Holdings 64 Increased Positions 33 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Pcg Wealth Advisors, LLC Portfolio

Follow Pcg Wealth Advisors, 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 Pcg Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pcg Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email