Pmg Wealth Management, Inc. Portfolio Holdings
Pmg Wealth Management, Inc.
- $121 Billion
- Q2 2025
Pmg Wealth Management, Inc. has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $121 Billion distributed in 53 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 $12B, Vanguard Dividend Appreciation with a value of $8.58B, Ishares S&P 100 ETF with a value of $7.97B, First Tr Ex Td Viii Ft Cboe Ve with a value of $7.85B, and Ishares Msci Usa Quality Facto with a value of $7.72B.
Examining the 13F form we can see an increase of $27B in the current position value, from $94.2B to 121B.
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.
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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