Pmg Wealth Management, Inc. Purchases in Q2 2025

Pmg Wealth Management, Inc.

  • $121 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
48K
New
$67.83 - $84.09 $3.26M - $4.04M
48K $4.01B
PAVE
Global X Fds Us Infrastructure

ETFs
90K
New
$33.78 - $43.68 $3.04M - $3.93M
90K $3.92B
FDL
First Tr Morningstar Dividend

ETFs
71.4K
New
$38.19 - $43.19 $2.73M - $3.08M
71.4K $2.99B
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
85.6K
New
$26.69 - $33.44 $2.28M - $2.86M
85.6K $2.82B
JHML
John Hancock Multifactor Large

ETFs
37.7K
New
$59.74 - $73.35 $2.25M - $2.77M
37.7K $2.77B
XLG
Invesco Exchange Traded Fd Tr

ETFs
4.39K
+ 1.94%
$40.94 - $52.1 $180K - $229K
230K $12B
ABBV
Abb Vie Inc.

Healthcare
7.23K
New
$170.16 - $206.27 $1.23M - $1.49M
7.23K $1.34B
OEF
Ishares S&P 100 ETF

ETFs
1.43K
+ 5.76%
N/A
26.2K $7.97B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
15.5K
New
$57.46 - $75.58 $889K - $1.17M
15.5K $1.17B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
15.2K
+ 6.57%
$27.3 - $31.8 $415K - $483K
247K $7.85B
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.45K
+ 3.56%
$152.42 - $182.82 $221K - $266K
42.2K $7.72B
VIG
Vanguard Dividend Appreciation

ETFs
1.47K
+ 3.63%
N/A
41.9K $8.58B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
5.29K
+ 7.8%
$100.04 - $100.54 $529K - $532K
73.2K $7.33B
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
3.83K
+ 12.26%
$72.32 - $86.4 $277K - $331K
35K $3.03B
YEAR
Ab Active Etfs Inc Ultra Short
7.4K
+ 10.6%
N/A
77.2K $3.9B
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
9.41K
+ 8.78%
$39.34 - $40.41 $370K - $380K
117K $4.66B
Ab Active Etfs Inc
4.48K
New
N/A
4.48K $320M
JPM
Jpmorgan Chase & CO

Financial Services
925
New
$210.28 - $289.91 $195K - $268K
925 $268M
SPYG
Spdr Portfolio

ETFs
876
+ 8.08%
$71.83 - $95.32 $62.9K - $83.5K
11.7K $1.12B
PDP
Invesco Exchange Traded Fd Tr

ETFs
1.61K
+ 20.07%
$89.44 - $108.59 $144K - $175K
9.62K $1.04B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
5.21K
New
$45.12 - $46.23 $235K - $241K
5.21K $240M
NVDA
Nvidia Corp

Technology
134
+ 3.53%
$94.31 - $157.99 $12.6K - $21.2K
3.93K $621M
AXP
American Express CO

Financial Services
650
New
$231.39 - $318.98 $150K - $207K
650 $207M
USMC
Principal ETF U S Mega Cap

ETFs
319
+ 0.99%
$50.94 - $62.56 $16.2K - $20K
32.6K $2.03B
GLD
Spdr Gold Trust

ETFs
665
New
$273.71 - $316.29 $182K - $210K
665 $203M
META
Meta Platforms, Inc.

Communication Services
10
+ 2.53%
$484.66 - $738.09 $4.85K - $7.38K
405 $299M
SPY
Spdr S&P 500 ETF Trust

ETFs
36
+ 9.18%
$496.48 - $617.85 $17.9K - $22.2K
428 $264M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
20
+ 4.56%
$456.74 - $568.03 $9.13K - $11.4K
459 $261M
FVD
First Tr Value Line Divid Inde

ETFs
183
+ 1.19%
$40.62 - $45.12 $7.43K - $8.26K
15.5K $693M
Activity Summary
Buys All Purchases 30 New Holdings 12 Increased Positions 18 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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