R Pg Family Wealth Advisory, LLC Incresed Positions in Q4 2024

R Pg Family Wealth Advisory, LLC

  • $251 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
130K
+ 694.32%
$24.19 - $24.63 $3.14M - $3.2M
148K $3.59M
AMZN
Amazon Com Inc

Consumer Cyclical
1.74K
+ 2.85%
$180.88 - $232.93 $314K - $404K
62.7K $13.7M
V
Visa Inc.

Financial Services
1.73K
+ 6.02%
$273.87 - $320.91 $475K - $556K
30.5K $9.65M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
33.9K
+ 12.21%
$50.37 - $50.6 $1.71M - $1.71M
311K $15.7M
AAPL
Apple Inc.

Technology
1.95K
+ 4.16%
$221.69 - $259.02 $433K - $506K
48.9K $12.2M
NVDA
Nvidia Corp

Technology
2.95K
+ 4.25%
$117.0 - $148.88 $345K - $439K
72.3K $9.71M
HWM
Howmet Aerospace Inc.

Industrials
2.18K
+ 2.44%
$99.72 - $120.09 $217K - $261K
91.5K $10M
MRSK
Toews Agility Shares Managed R

Technology
23.8K
+ 11.73%
$32.13 - $34.12 $766K - $814K
227K $7.5M
STRL
Sterling Construction CO Inc

Industrials
519
+ 1.72%
$142.94 - $199.03 $74.2K - $103K
30.8K $5.18M
GVA
Granite Construction Inc

Industrials
2.36K
+ 4.51%
$79.33 - $100.2 $188K - $237K
54.8K $4.81M
META
Meta Platforms, Inc.

Communication Services
485
+ 2.87%
$554.08 - $632.68 $269K - $307K
17.4K $10.3M
FTSL
First Trust Senior Ln Fund

ETFs
7.97K
+ 6.21%
$45.9 - $46.48 $366K - $370K
136K $6.3M
XLC
Select Sector Spdr Tr Communic

ETFs
2.42K
+ 10.38%
$89.66 - $102.16 $217K - $247K
25.7K $2.49M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.53K
+ 4.61%
$77.25 - $91.3 $118K - $140K
34.8K $2.97M
XLP
Consumer Staples Sector Spdr

ETFs
4.38K
+ 21.64%
N/A
24.6K $1.87M
THY
Toews Agility Shares Dynamic T

Technology
16.3K
+ 12.43%
$22.55 - $23.06 $367K - $375K
147K $3.32M
XLF
Financial Sector Spdr

ETFs
2.41K
+ 6.28%
$44.89 - $51.34 $108K - $124K
40.7K $1.97M
MSFT
Microsoft Corp

Technology
942
+ 4.66%
$406.35 - $454.46 $383K - $428K
21.2K $8.92M
XLE
Energy Sector Spdr

ETFs
2.96K
+ 16.68%
$83.32 - $97.27 $247K - $288K
20.7K $1.77M
OMFL
Invesco Exchange Traded Self I

ETFs
2.29K
+ 3.32%
$52.49 - $56.58 $120K - $129K
71.2K $3.86M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
8.72K
+ 6.78%
$23.02 - $23.23 $201K - $203K
137K $3.17M
UBS
Ubs Group Ag

Financial Services
10.8K
+ 4.07%
$29.78 - $33.08 $322K - $358K
277K $8.39M
XLRE
Select Sector Spdr Tr Real Est

ETFs
7.45K
+ 19.68%
$40.06 - $45.21 $298K - $337K
45.3K $1.84M
XLI
Industrial Sector Spdr

ETFs
1.41K
+ 11.03%
$131.76 - $143.99 $186K - $203K
14.2K $1.87M
XLU
Utilities Sector Spdr

ETFs
3.05K
+ 13.55%
$74.89 - $82.93 $228K - $253K
25.5K $1.93M
FXU
First Tr Exchange Traded Fd Ut

ETFs
2.96K
+ 28.72%
$37.15 - $41.12 $110K - $122K
13.2K $501K
FRI
First Tr S&P Reit Index Fd

ETFs
4.93K
+ 38.16%
$26.74 - $30.19 $132K - $149K
17.8K $488K
XLB
Select Sector Spdr Fd Material

ETFs
3.49K
+ 19.36%
$83.8 - $97.58 $292K - $340K
21.5K $1.81M
FAD
First Tr Multi Cap Growth Alph

ETFs
63
+ 0.57%
$131.79 - $150.3 $8.3K - $9.47K
11.1K $1.53M
EMLP
First Tr Exchange Traded Iv

ETFs
208
+ 1.83%
$33.69 - $38.24 $7.01K - $7.95K
11.6K $413K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
2.23K
+ 1.73%
$23.25 - $23.56 $51.9K - $52.6K
131K $3.05M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.31K
+ 4.36%
$57.53 - $60.83 $133K - $140K
55.3K $3.18M
Innovator Etfs Tr Prem Income 30 Barrier ETF July
5.09K
+ 8.27%
N/A
66.7K $0
Bitwise Bitcoin ETF Tr Shs Ben Int
6.62K
+ 2.89%
N/A
235K $0
BSJU
Invesco Eg Tr Sf Ix Fd Tr Bull
11.2K
+ 4.28%
N/A
273K $0
Invesco Exchange Traded Fd Tr Ii S&P 500 Qvm Multi Factor ETF
3.78K
+ 2.24%
N/A
173K $0
Innovator Etfs Tr Prem Income 20 Barrier ETF July
4.92K
+ 7.99%
N/A
66.5K $0
IBND
Spdr Bloomberg International C

ETFs
56
+ 0.51%
$28.36 - $30.49 $1.59K - $1.71K
10.9K $309K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
50
+ 0.32%
$19.82 - $21.55 $991 - $1.08K
15.6K $309K
FEP
First Trust Europe Alphadex Fu

ETFs
199
+ 1.02%
$35.46 - $38.46 $7.06K - $7.65K
19.8K $709K
KWEB
Kraneshares Tr Csi China Inter

ETFs
18.7K
+ 14.73%
$29.11 - $38.87 $544K - $726K
145K $4.25M
FPA
First Trust Asia Pacific Ex Ja

ETFs
165
+ 0.67%
$27.35 - $30.56 $4.51K - $5.04K
24.8K $680K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
200
+ 1.13%
$89.81 - $104.0 $18K - $20.8K
17.9K $1.61M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
35
+ 0.16%
$60.13 - $67.31 $2.1K - $2.36K
22.3K $1.35M
EMQQ
Emqq Emerging Markets Internet

ETFs
233
+ 0.38%
$34.48 - $41.58 $8.03K - $9.69K
60.9K $2.1M
EMCR
Xtrackers Em Carbon Reduction

ETFs
2.85K
+ 2.58%
$28.52 - $33.92 $81.2K - $96.6K
113K $3.23M
EWZS
Ishares Msci Brazil Small Cap

ETFs
3.11K
+ 2.65%
$9.22 - $12.69 $28.7K - $39.5K
120K $1.11M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
468
+ 2.06%
$82.28 - $117.52 $38.5K - $55K
23.2K $1.96M
Activity Summary
Buys All Purchases 56 New Holdings 7 Increased Positions 49 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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