Pcg Wealth Advisors, LLC Reduced Holdings in Q4 2024

Pcg Wealth Advisors, LLC

  • $257 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-60.5K
- 14.07%
$33.77 - $44.09 $2.04M - $2.67M
370K $12.5M
FDN
First Tr Fd Dow Jones

ETFs
-6.17K
- 53.23%
$210.5 - $257.24 $1.3M - $1.59M
5.42K $1.32M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-5.45K
- 20.96%
$198.04 - $221.51 $1.08M - $1.21M
20.6K $4.33M
FTGC
First Trust Global Tactical CO

ETFs
-32.2K
- 19.0%
$23.23 - $24.25 $747K - $780K
137K $3.28M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
-10.2K
- 21.24%
$73.49 - $86.09 $752K - $880K
37.9K $2.92M
FTCS
First Trust Capital Strength E

ETFs
-3.68K
- 4.8%
$87.62 - $94.03 $323K - $346K
73K $6.41M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-6.33K
- 24.05%
N/A
20K $1.72M
FVD
First Tr Value Line Divid Inde

ETFs
-1.83K
- 0.81%
$43.4 - $46.7 $79.5K - $85.6K
223K $9.74M
PXE
Invesco Exchange Traded Fd Tr

ETFs
-12.4K
- 38.41%
$28.09 - $32.7 $348K - $405K
19.9K $587K
FTRI
First Tr ETF Fd Ii First Tr In

ETFs
-14.8K
- 11.45%
$11.82 - $13.73 $175K - $203K
114K $1.37M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-656
- 0.99%
$50.06 - $55.0 $32.8K - $36.1K
65.4K $3.29M
HL
Hecla Mining CO

Basic Materials
-26.5K
- 53.35%
$4.86 - $7.53 $129K - $200K
23.2K $113K
FDL
First Tr Morningstar Dividend

ETFs
-1.26K
- 1.55%
$39.59 - $43.95 $49.7K - $55.2K
79.7K $3.21M
PLTM
Granite Shares Platinum Trust

ETFs
-106
- 0.07%
$8.72 - $10.16 $924 - $1.08K
148K $1.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-470
- 7.51%
$481.22 - $538.17 $226K - $253K
5.79K $2.96M
PULS
Pgim ETF Tr

ETFs
-1.48K
- 1.78%
$49.51 - $49.79 $73K - $73.4K
81.4K $4.03M
XLE
Energy Sector Spdr

ETFs
-272
- 1.03%
$83.32 - $97.27 $22.7K - $26.5K
26.2K $2.24M
XLP
Consumer Staples Sector Spdr

ETFs
-1.04K
- 2.34%
N/A
43.3K $3.29M
FXH
First Tr Exchange Trd Fd Healt

ETFs
-500
- 16.53%
$103.53 - $112.72 $51.8K - $56.4K
2.53K $262K
AVDE
American Centy ETF Tr Avantis

ETFs
-187
- 2.46%
$60.9 - $66.69 $11.4K - $12.5K
7.43K $455K
SLV
I Shares Silver Trust

ETFs
-468
- 4.71%
$26.33 - $31.74 $12.3K - $14.9K
9.46K $249K
BP
Bp PLC

Energy
-388
- 5.34%
$28.16 - $33.14 $10.9K - $12.9K
6.88K $203K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-83
- 1.2%
$57.38 - $61.11 $4.76K - $5.07K
6.84K $398K
GAB
Gabelli Equity Trust Inc

Financial Services
-1.2K
- 7.05%
$5.36 - $5.83 $6.43K - $7K
15.8K $85K
Praxis Precision Medicines I
-77
- 0.44%
N/A
17.3K $0
RYH
Invesco S&P 500 Equal Weight H

ETFs
-5.65K
- 15.17%
N/A
31.6K $0
FTHI
First Trust Exchange Traded Fd

ETFs
-1.57K
- 1.06%
$22.89 - $24.02 $36K - $37.8K
147K $3.42M
AVUS
American Centy ETF Tr Avantis

ETFs
-21
- 0.92%
$94.36 - $102.06 $1.98K - $2.14K
2.25K $218K
FVC
First Tr Exche Trd Fd Vi Dorse

ETFs
-68
- 0.45%
$35.31 - $38.83 $2.4K - $2.64K
15.1K $550K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-72
- 1.32%
$58.39 - $67.04 $4.2K - $4.83K
5.4K $342K
OKE
Oneok Inc

Energy
-110
- 2.86%
$92.28 - $117.05 $10.2K - $12.9K
3.74K $375K
IVV
Ishares Core S&P 500 ETF

ETFs
-4
- 0.13%
$570.51 - $610.59 $2.28K - $2.44K
3.02K $1.77M
SPY
Spdr S&P 500 ETF Trust

ETFs
-445
- 1.71%
$567.81 - $607.81 $253K - $270K
25.5K $15M
FPX
First Trust Us Equity Opportun

ETFs
-33
- 0.41%
$109.38 - $131.9 $3.61K - $4.35K
8.12K $969K
EMLP
First Tr Exchange Traded Iv

ETFs
-1.03K
- 1.93%
$33.69 - $38.24 $34.8K - $39.5K
52.3K $1.87M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
-1.62K
- 4.08%
$90.31 - $106.37 $146K - $172K
38.1K $3.79M
NVDA
Nvidia Corp

Technology
-38
- 0.21%
$117.0 - $148.88 $4.45K - $5.66K
18K $2.42M
TSLA
Tesla, Inc.

Consumer Cyclical
-300
- 8.39%
$213.65 - $479.86 $64.1K - $144K
3.28K $1.32M
Activity Summary
Buys All Purchases 72 New Holdings 10 Increased Positions 62 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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