R Pg Family Wealth Advisory, LLC Portfolio Holdings
R Pg Family Wealth Advisory, LLC
- $251 Million
- Q4 2024
R Pg Family Wealth Advisory, LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $251 Million distributed in 73 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Jp Morgan ETF Tr Ultra Short I with a value of $15.7M, Amazon Com Inc with a value of $13.7M, Apple Inc. with a value of $12.2M, Meta Platforms, Inc. with a value of $10.3M, and Howmet Aerospace Inc. with a value of $10M.
Examining the 13F form we can see an decrease of $32.8M in the current position value, from $284M to 251M.
R Pg Family Wealth Advisory, LLC is based out at Burlington, MA
Below you can find more details about R Pg Family Wealth Advisory, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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