Pcg Wealth Advisors, LLC Purchases in Q1 2025

Pcg Wealth Advisors, LLC

  • $271 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
5.43K
+ 1.47%
$34.58 - $45.97 $188K - $249K
375K $17.2M
SIL
Global X Silver Miners ETF

ETFs
18.8K
+ 4.76%
$31.91 - $40.68 $601K - $766K
415K $16.4M
BKUI
Bny Mellon ETF Tr Ultra Short

ETFs
59.3K
New
$49.58 - $49.87 $2.94M - $2.96M
59.3K $2.96M
GLD
Spdr Gold Trust

ETFs
2.59K
+ 6.65%
$243.19 - $288.14 $629K - $746K
41.5K $12M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
20.2K
+ 532.74%
$113.13 - $127.79 $2.28M - $2.58M
24K $2.71M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
35.3K
+ 653.19%
$62.72 - $71.92 $2.21M - $2.54M
40.7K $2.56M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
3.48K
+ 3.87%
$43.79 - $57.46 $152K - $200K
93.4K $5.34M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
26.4K
+ 20.51%
$64.88 - $72.1 $1.72M - $1.91M
155K $10.2M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
10.3K
+ 92.32%
$110.9 - $132.93 $1.15M - $1.38M
21.5K $2.45M
GOLD
Barrick Gold Corp

Basic Materials
54.6K
New
$15.45 - $19.56 $844K - $1.07M
54.6K $1.06M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
9.05K
New
$79.96 - $87.71 $723K - $794K
9.05K $743K
EMLP
First Tr Exchange Traded Iv

ETFs
13.8K
+ 26.36%
$35.79 - $38.28 $494K - $528K
66.1K $2.48M
IEO
Ishares Tr

ETFs
5.58K
+ 33.8%
$86.02 - $99.13 $480K - $553K
22.1K $2.09M
FCG
First Tr Exchange Traded Fd

ETFs
21.8K
+ 12.69%
$22.37 - $27.09 $488K - $591K
194K $4.81M
AVRE
American Centy ETF Tr Avantis
11.9K
+ 54.06%
$40.62 - $44.31 $485K - $529K
34K $1.46M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
11.8K
+ 14.32%
$53.6 - $58.97 $635K - $698K
94.6K $5.18M
EPR
Epr Properties

Real Estate
5.78K
+ 40.95%
$43.98 - $53.81 $254K - $311K
19.9K $1.05M
CGDV
Capital Group Divid Value ETF

ETFs
11.4K
New
$34.95 - $37.36 $399K - $426K
11.4K $406K
FDL
First Tr Morningstar Dividend

ETFs
3.24K
+ 4.07%
$39.69 - $43.83 $129K - $142K
82.9K $3.6M
FLMX
Franklin Templeton ETF Tr

ETFs
7.61K
+ 9.79%
$23.03 - $26.09 $175K - $199K
85.4K $2.14M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
2.69K
+ 6.97%
$100.56 - $108.28 $270K - $291K
41.2K $4.25M
IVV
Ishares Core S&P 500 ETF

ETFs
689
+ 22.85%
$554.06 - $615.85 $382K - $424K
3.7K $2.08M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.85K
New
$100.34 - $100.68 $286K - $287K
2.85K $286K
FPE
First Tr Pfd Secs & Income ETF

ETFs
16.6K
+ 25.4%
$17.53 - $17.87 $291K - $297K
82.1K $1.44M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.01K
New
$91.45 - $91.75 $275K - $276K
3.01K $276K
PLTM
Granite Shares Platinum Trust

ETFs
13.6K
+ 9.17%
$8.9 - $9.71 $121K - $132K
161K $1.56M
CGGR
Capital Group Growth ETF Shs C

ETFs
7.35K
New
$33.98 - $39.84 $250K - $293K
7.35K $251K
IHDG
Wisdomtree Tr

ETFs
5.42K
+ 16.46%
$43.4 - $47.51 $235K - $258K
38.4K $1.67M
META
Meta Platforms, Inc.

Communication Services
386
New
$576.36 - $736.67 $222K - $284K
386 $222K
FYX
First Tr Small Cap Core Alphad

ETFs
2.29K
New
$89.26 - $104.61 $204K - $239K
2.29K $206K
EPD
Enterprise Products Partners L.P.

Energy
5.88K
New
$31.75 - $34.14 $187K - $201K
5.88K $200K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.03K
+ 3.84%
$33.84 - $37.77 $68.5K - $76.5K
54.8K $2M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
7.67K
+ 20.23%
$67.24 - $84.27 $516K - $646K
45.6K $3.11M
SLV
I Shares Silver Trust

ETFs
4.63K
+ 48.94%
$26.93 - $31.32 $125K - $145K
14.1K $436K
SPYG
Spdr Portfolio

ETFs
2.88K
+ 25.95%
$80.05 - $92.39 $231K - $266K
14K $1.12M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.46K
+ 26.59%
$211.47 - $267.17 $309K - $391K
6.97K $1.47M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
138
+ 22.96%
$442.66 - $534.52 $61.1K - $73.8K
739 $393K
RDVY
First Trust Rising Dividend Ac

ETFs
2.33K
+ 8.56%
$57.22 - $63.39 $133K - $148K
29.5K $1.73M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
238
+ 26.3%
$507.05 - $563.67 $121K - $134K
1.14K $587K
T
At&T Inc.

Communication Services
876
+ 6.64%
$21.56 - $28.28 $18.9K - $24.8K
14.1K $398K
RSP
Invesco S&P 500 Equal Weight E

ETFs
584
+ 8.3%
$169.43 - $182.84 $98.9K - $107K
7.62K $1.32M
COST
Costco Wholesale Corp

Consumer Defensive
75
+ 16.67%
$890.62 - $1076.86 $66.8K - $80.8K
525 $496K
HCA
Hca Healthcare, Inc.

Healthcare
42
+ 3.38%
$296.7 - $345.55 $12.5K - $14.5K
1.28K $443K
ARCC
Ares Capital Corp

Financial Services
1.77K
+ 8.74%
$21.28 - $23.81 $37.7K - $42.2K
22K $488K
AVEM
American Centy ETF Tr Avantis

ETFs
356
+ 2.97%
$57.11 - $62.4 $20.3K - $22.2K
12.3K $742K
FTSL
First Trust Senior Ln Fund

ETFs
981
+ 2.34%
$45.65 - $46.48 $44.8K - $45.6K
42.8K $1.95M
ET
Energy Transfer LP

Energy
1.3K
+ 9.94%
$17.26 - $21.08 $22.5K - $27.5K
14.4K $268K
PG
Procter & Gamble CO

Consumer Defensive
6
+ 0.31%
$158.56 - $176.26 $951 - $1.06K
1.94K $329K
Fortuna Mng Corp
10K
New
N/A
10K $0
Activity Summary
Buys All Purchases 71 New Holdings 11 Increased Positions 60 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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