Pcg Wealth Advisors, LLC Incresed Positions in Q4 2024

Pcg Wealth Advisors, LLC

  • $257 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
105K
+ 891.05%
$59.74 - $60.03 $6.28M - $6.31M
117K $6.99M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
48.7K
+ 60.74%
$66.77 - $71.52 $3.25M - $3.48M
129K $8.88M
FCG
First Tr Exchange Traded Fd

ETFs
35.5K
+ 26.03%
$22.98 - $26.48 $816K - $940K
172K $4.23M
GLD
Spdr Gold Trust

ETFs
3.67K
+ 10.42%
$236.59 - $257.5 $868K - $945K
38.9K $9.42M
FPE
First Tr Pfd Secs & Income ETF

ETFs
42.1K
+ 179.93%
$17.65 - $18.18 $742K - $765K
65.4K $1.16M
REPX
Riley Exploration Permian, Inc.

Energy
145
+ 0.14%
$25.96 - $36.88 $3.76K - $5.35K
105K $3.36M
FXN
First Tr Exchange Traded Fd Fi

ETFs
30.5K
+ 10.51%
$15.42 - $18.08 $470K - $551K
321K $5.24M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.67K
+ 60.91%
$174.22 - $187.62 $464K - $500K
7.04K $1.23M
AVUV
American Centy ETF Tr Avantis

ETFs
3.42K
+ 4.97%
$94.37 - $106.41 $323K - $364K
72.2K $6.97M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
5.26K
+ 19.83%
$50.62 - $50.97 $266K - $268K
31.8K $1.61M
AVLV
American Centy ETF Tr Avantis
1.66K
+ 1.1%
$65.51 - $71.22 $109K - $118K
153K $10.2M
CLOI
Vaneck ETF Tr

ETFs
4.98K
+ 13.31%
$52.7 - $53.15 $263K - $265K
42.4K $2.24M
BLOK
Amplify ETF Tr Trnsformational

ETFs
3.59K
+ 38.17%
$36.5 - $53.22 $131K - $191K
13K $560K
IEO
Ishares Tr

ETFs
2.53K
+ 18.1%
$85.22 - $101.77 $216K - $257K
16.5K $1.48M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
3.82K
+ 8.12%
$98.47 - $109.35 $376K - $418K
50.9K $5.01M
AAPL
Apple Inc.

Technology
1
+ 0.01%
$221.69 - $259.02 $222 - $259
10K $2.5M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
3K
+ 2.41%
$29.73 - $30.81 $89.2K - $92.4K
128K $3.89M
RDVY
First Trust Rising Dividend Ac

ETFs
2.54K
+ 10.28%
$58.65 - $64.37 $149K - $163K
27.2K $1.61M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
1.36K
+ 3.67%
$101.22 - $107.72 $138K - $147K
38.5K $3.94M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
13.9K
+ 18.3%
$42.32 - $55.35 $589K - $770K
89.9K $3.84M
FTSL
First Trust Senior Ln Fund

ETFs
2.3K
+ 5.81%
$45.9 - $46.48 $105K - $107K
41.8K $1.93M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
1.16K
+ 44.1%
$119.34 - $127.78 $138K - $148K
3.79K $451K
VV
Vanguard Large Cap ETF

ETFs
97
+ 0.71%
$260.27 - $280.65 $25.2K - $27.2K
13.7K $3.7M
JMEE
J P Morgan Exchange Traded Fd

ETFs
2.09K
+ 4.74%
$60.1 - $66.4 $126K - $139K
46.2K $2.79M
AVGO
Broadcom Inc.

Technology
2
+ 0.12%
$159.67 - $250.0 $319 - $500
1.71K $397K
GOOGL
Alphabet Inc.

Communication Services
23
+ 0.57%
$161.86 - $196.66 $3.72K - $4.52K
4.07K $770K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
3.37K
+ 6.89%
$35.45 - $40.33 $119K - $136K
52.3K $1.87M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
2.31K
+ 11.29%
$30.04 - $32.01 $69.4K - $73.9K
22.8K $715K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
3.51K
+ 4.43%
$56.06 - $61.35 $197K - $215K
82.7K $4.67M
IHDG
Wisdomtree Tr

ETFs
3.6K
+ 12.25%
$43.38 - $46.0 $156K - $165K
33K $1.43M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
383
+ 7.48%
$238.25 - $261.28 $91.2K - $100K
5.5K $1.33M
ARCC
Ares Capital Corp

Financial Services
1.8K
+ 9.74%
$20.74 - $22.27 $37.3K - $40K
20.3K $443K
URA
Global X Uranium ETF

ETFs
6.23K
+ 10.22%
$26.78 - $33.46 $167K - $209K
67.2K $1.8M
GOOG
Alphabet Inc.

Communication Services
1
+ 0.05%
$163.08 - $198.16 $163 - $198
2.22K $422K
ET
Energy Transfer LP

Energy
36
+ 0.28%
$16.05 - $19.86 $578 - $715
13.1K $257K
WMT
Walmart Inc.

Consumer Defensive
126
+ 4.51%
$79.1 - $95.7 $9.97K - $12.1K
2.92K $263K
MSOS
Advisorshares Tr Pure Us Canna

ETFs
34.8K
+ 123.25%
$3.53 - $7.8 $123K - $271K
63K $240K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
14
+ 0.13%
$119.61 - $136.3 $1.67K - $1.91K
11.2K $1.38M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
40
+ 4.62%
$521.84 - $558.82 $20.9K - $22.4K
905 $487K
EPI
Wisdomtree Tr India Earnings F

ETFs
3.97K
+ 13.7%
$45.09 - $50.08 $179K - $199K
33K $1.49M
AVSC
American Centy ETF Tr Avantis
340
+ 2.11%
$52.7 - $59.57 $17.9K - $20.3K
16.5K $894K
COST
Costco Wholesale Corp

Consumer Defensive
10
+ 2.27%
$873.59 - $994.69 $8.74K - $9.95K
450 $412K
MSFT
Microsoft Corp

Technology
188
+ 2.82%
$406.35 - $454.46 $76.4K - $85.4K
6.85K $2.89M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
38
+ 6.75%
$442.29 - $483.08 $16.8K - $18.4K
601 $272K
T Rowe Price ETF Inc
11.8K
+ 26.31%
N/A
56.6K $0
Amplify ETF Tr
56.2K
+ 33.95%
N/A
222K $0
FNY
First Trust Mid Cap Growth Alp
1.43K
+ 6.84%
N/A
22.3K $0
FTGS
First Tr Exchange Traded Fd Gr
3.56K
+ 2.85%
N/A
128K $0
MCD
Mcdonalds Corp

Consumer Cyclical
22
+ 3.25%
$288.47 - $316.54 $6.35K - $6.96K
699 $202K
Activity Summary
Buys All Purchases 72 New Holdings 10 Increased Positions 62 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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