Pmg Wealth Management, Inc. New Holdings in Q4 2024

Pmg Wealth Management, Inc.

  • $110 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XLG
Invesco Exchange Traded Fd Tr

ETFs
226K
New
$46.94 - $51.62 $10.6M - $11.7M
226K $11.3B
VIG
Vanguard Dividend Appreciation

ETFs
40.3K
New
N/A
40.3K $7.88B
OEF
Ishares S&P 100 ETF

ETFs
25K
New
N/A
25K $7.24B
QUAL
Ishares Msci Usa Quality Facto

ETFs
40.2K
New
$176.42 - $186.91 $7.08M - $7.51M
40.2K $7.15B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
229K
New
$29.73 - $30.81 $6.8M - $7.05M
229K $6.97B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
81.3K
New
$80.93 - $85.66 $6.58M - $6.96M
81.3K $6.58B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
64.3K
New
$100.22 - $100.73 $6.44M - $6.47M
64.3K $6.45B
RSP
Invesco S&P 500 Equal Weight E

ETFs
32K
New
$174.22 - $187.62 $5.57M - $6M
32K $5.6B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
94.9K
New
$56.06 - $61.35 $5.32M - $5.82M
94.9K $5.36B
XLK
Technology Sector Spdr

ETFs
18.4K
New
$220.26 - $241.44 $4.06M - $4.45M
18.4K $4.29B
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
48K
New
$80.18 - $88.79 $3.85M - $4.26M
48K $3.87B
MSFT
Microsoft Corp

Technology
8.72K
New
$406.35 - $454.46 $3.54M - $3.96M
8.72K $3.68B
YEAR
Ab Active Etfs Inc Ultra Short
68K
New
N/A
68K $3.42B
SPYG
Spdr Portfolio

ETFs
37.6K
New
$81.74 - $91.38 $3.07M - $3.44M
37.6K $3.31B
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
31.3K
New
$79.95 - $89.42 $2.5M - $2.79M
31.3K $2.61B
IVV
Ishares Core S&P 500 ETF

ETFs
3.93K
New
$570.51 - $610.59 $2.24M - $2.4M
3.93K $2.31B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
28.1K
New
$81.68 - $82.93 $2.3M - $2.33M
28.1K $2.31B
USMC
Principal ETF U S Mega Cap

ETFs
32.7K
New
$56.37 - $61.98 $1.84M - $2.02M
32.7K $1.96B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
14.3K
New
$77.02 - $78.58 $1.1M - $1.12M
14.3K $1.1B
RDVY
First Trust Rising Dividend Ac

ETFs
18.6K
New
$58.65 - $64.37 $1.09M - $1.2M
18.6K $1.1B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
11.6K
New
$88.59 - $94.57 $1.03M - $1.1M
11.6K $1.03B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
13.5K
New
$69.58 - $74.87 $936K - $1.01M
13.5K $942M
AAPL
Apple Inc.

Technology
3.23K
New
$221.69 - $259.02 $717K - $837K
3.23K $809M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
5.02K
New
$129.96 - $144.97 $653K - $728K
5.02K $700M
PDP
Invesco Exchange Traded Fd Tr

ETFs
6.41K
New
$102.88 - $117.55 $660K - $754K
6.41K $690M
FVD
First Tr Value Line Divid Inde

ETFs
15.3K
New
$43.4 - $46.7 $665K - $715K
15.3K $668M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
10.9K
New
$51.09 - $55.27 $555K - $600K
10.9K $555M
HDV
Ishares Core High Dividend ETF

ETFs
4.55K
New
$110.82 - $121.28 $504K - $552K
4.55K $511M
NVDA
Nvidia Corp

Technology
3.8K
New
$117.0 - $148.88 $444K - $565K
3.8K $510M
AMZN
Amazon Com Inc

Consumer Cyclical
2.31K
New
$180.88 - $232.93 $418K - $538K
2.31K $507M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.58K
New
$96.64 - $101.23 $442K - $463K
4.58K $443M
DVY
Ishares Tr

ETFs
2.8K
New
$129.55 - $143.41 $363K - $402K
2.8K $368M
XLU
Utilities Sector Spdr

ETFs
4.8K
New
$74.89 - $82.93 $359K - $398K
4.8K $363M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
19.2K
New
$18.41 - $18.97 $353K - $364K
19.2K $355M
MDLZ
Mondelez International, Inc.

Consumer Defensive
5.15K
New
$59.25 - $72.99 $305K - $376K
5.15K $308M
PFM
Invesco Exchange Traded Fd Tr

ETFs
6.69K
New
$45.72 - $48.2 $306K - $322K
6.69K $307M
CAT
Caterpillar Inc

Industrials
810
New
$360.37 - $416.88 $292K - $338K
810 $294M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
3K
New
$77.23 - $82.11 $232K - $246K
3K $233M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
432
New
$521.84 - $558.82 $225K - $241K
432 $233M
RYT
Invesco S&P 500 Equal Weight T

ETFs
6.21K
New
N/A
6.21K $232M
META
Meta Platforms, Inc.

Communication Services
395
New
$554.08 - $632.68 $219K - $250K
395 $231M
SPY
Spdr S&P 500 ETF Trust

ETFs
392
New
$567.81 - $607.81 $223K - $238K
392 $230M
DIS
Walt Disney CO

Communication Services
2.05K
New
$92.39 - $117.6 $190K - $242K
2.05K $229M
HYG
Ishares Tr

ETFs
2.75K
New
$78.09 - $80.04 $215K - $220K
2.75K $216M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.32K
New
$160.89 - $176.18 $212K - $232K
1.32K $213M
VLUE
Ishares Msci Usa Value Factor

ETFs
2.02K
New
$104.01 - $115.38 $210K - $233K
2.02K $213M
Activity Summary
Buys All Purchases 47 New Holdings 47 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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