Pmg Wealth Management, Inc. has filed its 13F form on April 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $94.2 Billion distributed in 42 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $10.4B, Vanguard Dividend Appreciation with a value of $7.85B, Ishares Msci Usa Quality Facto with a value of $6.97B, First Tr Ex Td Viii Ft Cboe Ve with a value of $6.87B, and Pimco ETF Tr Enhanced Sht Matu with a value of $6.8B.

Examining the 13F form we can see an decrease of $15.7B in the current position value, from $110B to 94.2B.

Pmg Wealth Management, Inc. is based out at Hawthorn Woods, IL

Below you can find more details about Pmg Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $94.2 Billion
ETFs: $87 Billion
Technology: $2.67 Billion
Consumer Cyclical: $417 Million
Consumer Defensive: $350 Million
Communication Services: $228 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 42
  • Current Value $94.2 Billion
  • Prior Value $110 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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