Pcg Wealth Advisors, LLC Incresed Positions in Q3 2025

Pcg Wealth Advisors, LLC

  • $310 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
23.7K
+ 279.07%
$105.16 - $140.03 $2.5M - $3.33M
32.3K $4.38M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
21.1K
+ 14.14%
$72.65 - $78.68 $1.53M - $1.66M
170K $13.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.52K
+ 5.76%
$617.65 - $666.84 $941K - $1.02M
28K $18.6M
FTSL
First Trust Senior Ln Fund

ETFs
40.5K
+ 94.23%
$45.81 - $46.18 $1.86M - $1.87M
83.5K $3.83M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
8.19K
+ 37.91%
$138.08 - $151.2 $1.13M - $1.24M
29.8K $4.5M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.93K
+ 21.62%
$275.84 - $326.36 $531K - $628K
10.8K $3.53M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
1.78K
+ 3.5%
$82.22 - $96.68 $146K - $172K
52.6K $5.09M
NVDA
Nvidia Corp

Technology
498
+ 2.56%
$153.3 - $186.58 $76.3K - $92.9K
20K $3.72M
RDVY
First Trust Rising Dividend Ac

ETFs
6.23K
+ 20.68%
$62.38 - $67.29 $389K - $419K
36.4K $2.45M
FVD
First Tr Value Line Divid Inde

ETFs
4.89K
+ 2.43%
$44.73 - $46.86 $219K - $229K
206K $9.55M
FDL
First Tr Morningstar Dividend

ETFs
8.28K
+ 9.83%
$41.96 - $44.59 $347K - $369K
92.5K $4.01M
SPYG
Spdr Portfolio

ETFs
1.89K
+ 13.2%
$94.33 - $105.31 $178K - $199K
16.2K $1.69M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3.96K
+ 9.4%
$70.85 - $76.96 $280K - $305K
46.1K $3.5M
IVV
Ishares Core S&P 500 ETF

ETFs
116
+ 2.86%
$620.67 - $670.08 $72K - $77.7K
4.18K $2.8M
VEA
Vanguard Ftse Developed Market

ETFs
3.7K
+ 79.67%
$56.02 - $60.3 $207K - $223K
8.33K $499K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
413
+ 63.05%
$435.72 - $463.74 $180K - $192K
1.07K $495K
VTV
Vanguard Value ETF

ETFs
955
+ 72.79%
$175.51 - $186.57 $168K - $178K
2.27K $422K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
3K
+ 3.15%
$59.81 - $60.11 $180K - $180K
98.2K $5.88M
MSFT
Microsoft Corp

Technology
35
+ 0.59%
$491.09 - $535.64 $17.2K - $18.7K
6K $3.11M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
79
+ 0.14%
$39.8 - $42.86 $3.14K - $3.39K
55.4K $2.37M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
472
+ 4.74%
$85.93 - $92.12 $40.6K - $43.5K
10.4K $948K
EMLP
First Tr Exchange Traded Iv

ETFs
435
+ 0.74%
$36.99 - $38.38 $16.1K - $16.7K
58.9K $2.25M
WMT
Walmart Inc.

Consumer Defensive
437
+ 14.45%
$94.4 - $104.27 $41.3K - $45.6K
3.46K $356K
AMZN
Amazon Com Inc

Consumer Cyclical
247
+ 3.29%
$211.65 - $238.24 $52.3K - $58.8K
7.75K $1.7M
META
Meta Platforms, Inc.

Communication Services
76
+ 19.54%
$695.21 - $791.73 $52.8K - $60.2K
465 $341K
AMAT
Applied Materials Inc

Technology
2
+ 0.15%
$156.25 - $204.95 $313 - $410
1.35K $276K
PEP
Pepsico Inc

Consumer Defensive
14
+ 0.45%
$133.81 - $152.16 $1.87K - $2.13K
3.13K $439K
XOM
Exxon Mobil Corp

Energy
23
+ 0.67%
$105.83 - $117.22 $2.43K - $2.7K
3.43K $387K
ET
Energy Transfer LP

Energy
13
+ 0.1%
$17.11 - $18.16 $222 - $236
13.7K $234K
ARCC
Ares Capital Corp

Financial Services
643
+ 3.45%
$20.41 - $23.25 $13.1K - $14.9K
19.3K $393K
COST
Costco Wholesale Corp

Consumer Defensive
11
+ 2.1%
$915.95 - $994.57 $10.1K - $10.9K
536 $496K
FCX
Freeport Mcmoran Inc

Basic Materials
10
+ 0.03%
$35.34 - $47.21 $353 - $472
31K $1.22M
Activity Summary
Buys All Purchases 97 New Holdings 64 Increased Positions 33 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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