Pcg Wealth Advisors, LLC Reduced Holdings in Q1 2025

Pcg Wealth Advisors, LLC

  • $271 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FXN
First Tr Exchange Traded Fd Fi

ETFs
-169K
- 52.53%
$15.13 - $18.07 $2.55M - $3.05M
152K $2.52M
XLE
Energy Sector Spdr

ETFs
-22.1K
- 84.34%
$85.7 - $93.96 $1.89M - $2.07M
4.1K $383K
QTEC
First Trust Nasdaq 100 Technol

ETFs
-6.23K
- 27.92%
$173.56 - $210.67 $1.08M - $1.31M
16.1K $2.79M
FVD
First Tr Value Line Divid Inde

ETFs
-30.6K
- 13.69%
$42.61 - $45.51 $1.3M - $1.39M
193K $8.59M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-8.49K
- 16.68%
$89.18 - $104.04 $757K - $883K
42.4K $3.88M
AVUV
American Centy ETF Tr Avantis

ETFs
-2.96K
- 4.1%
$84.95 - $100.62 $252K - $298K
69.2K $6.03M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-8.69K
- 43.43%
N/A
11.3K $970K
MSFT
Microsoft Corp

Technology
-916
- 13.37%
$375.39 - $447.2 $344K - $410K
5.93K $2.23M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-11K
- 9.44%
$59.78 - $60.03 $660K - $663K
106K $6.34M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
-4.42K
- 11.61%
$91.68 - $109.93 $405K - $486K
33.6K $3.15M
JMEE
J P Morgan Exchange Traded Fd

ETFs
-4.03K
- 8.73%
$54.51 - $63.63 $220K - $256K
42.2K $2.36M
FTHI
First Trust Exchange Traded Fd

ETFs
-10.2K
- 6.98%
$21.62 - $23.74 $222K - $243K
137K $2.98M
AVLV
American Centy ETF Tr Avantis
-2.87K
- 1.88%
$63.51 - $70.42 $182K - $202K
150K $9.78M
CLOI
Vaneck ETF Tr

ETFs
-8.02K
- 18.91%
$52.68 - $53.16 $423K - $427K
34.4K $1.82M
PULS
Pgim ETF Tr

ETFs
-7.67K
- 9.42%
$49.56 - $49.78 $380K - $382K
73.7K $3.67M
XOM
Exxon Mobil Corp

Energy
-3.64K
- 56.15%
$105.44 - $118.93 $384K - $433K
2.84K $338K
FMB
First Tr Exchange Traded Fd Ii

ETFs
-6.3K
- 24.67%
$50.17 - $51.45 $316K - $324K
19.2K $970K
AAPL
Apple Inc.

Technology
-30
- 0.3%
$209.68 - $247.1 $6.29K - $7.41K
9.97K $2.21M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-5
- 0.09%
$468.34 - $539.52 $2.34K - $2.7K
5.78K $2.71M
AMZN
Amazon Com Inc

Consumer Cyclical
-95
- 1.3%
$190.26 - $242.06 $18.1K - $23K
7.19K $1.37M
FTRI
First Tr ETF Fd Ii First Tr In

ETFs
-27.2K
- 23.85%
$12.18 - $13.34 $332K - $363K
87K $1.15M
VV
Vanguard Large Cap ETF

ETFs
-170
- 1.24%
$253.32 - $282.66 $43.1K - $48.1K
13.5K $3.48M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-4K
- 50.0%
$51.52 - $52.37 $206K - $209K
4K $209K
XLP
Consumer Staples Sector Spdr

ETFs
-2.54K
- 5.86%
N/A
40.7K $3.1M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-3.93K
- 6.0%
$49.22 - $51.73 $193K - $203K
61.5K $3.11M
PXE
Invesco Exchange Traded Fd Tr

ETFs
-5.69K
- 28.63%
$26.71 - $32.52 $152K - $185K
14.2K $414K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-1.77K
- 5.56%
$50.48 - $51.04 $89.2K - $90.2K
30K $1.52M
EPI
Wisdomtree Tr India Earnings F

ETFs
-620
- 1.88%
$40.08 - $45.85 $24.8K - $28.4K
32.4K $1.41M
FPX
First Trust Us Equity Opportun

ETFs
-13
- 0.16%
$106.21 - $143.53 $1.38K - $1.87K
8.1K $905K
JPM
Jpmorgan Chase & CO

Financial Services
-209
- 18.45%
$225.19 - $279.95 $47.1K - $58.5K
924 $226K
GAB
Gabelli Equity Trust Inc

Financial Services
-3.89K
- 24.6%
$5.36 - $5.67 $20.9K - $22.1K
11.9K $65K
PEP
Pepsico Inc

Consumer Defensive
-69
- 2.27%
$142.64 - $156.42 $9.84K - $10.8K
2.97K $445K
OKE
Oneok Inc

Energy
-100
- 2.67%
$89.57 - $109.85 $8.96K - $11K
3.64K $361K
CRON
Cronos Group Inc.

Healthcare
-2.8K
- 20.86%
$1.79 - $2.07 $5.01K - $5.8K
10.6K $19K
XAR
Spdr S&P Aerospace & Defense E

ETFs
-1
- 0.07%
$157.71 - $180.77 $158 - $181
1.49K $239K
FNY
First Trust Mid Cap Growth Alp
-1.83K
- 8.19%
N/A
20.5K $0
T Rowe Price ETF Inc
-36.9K
- 65.17%
N/A
19.7K $0
RYH
Invesco S&P 500 Equal Weight H

ETFs
-12.1K
- 38.17%
N/A
19.5K $0
Praxis Precision Medicines I
-869
- 5.03%
N/A
16.4K $0
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-70
- 1.02%
$58.32 - $65.09 $4.08K - $4.56K
6.77K $407K
MCD
Mcdonalds Corp

Consumer Cyclical
-14
- 2.0%
$279.74 - $321.29 $3.92K - $4.5K
685 $213K
XLF
Financial Sector Spdr

ETFs
-34
- 0.11%
$47.32 - $52.19 $1.61K - $1.77K
30.8K $1.54M
FTCS
First Trust Capital Strength E

ETFs
-905
- 1.24%
$86.39 - $91.35 $78.2K - $82.7K
72.1K $6.46M
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
-88
- 0.62%
$110.12 - $124.59 $9.69K - $11K
14K $1.74M
FTGC
First Trust Global Tactical CO

ETFs
-3.25K
- 2.37%
$23.95 - $25.86 $77.8K - $84K
134K $3.42M
AVDV
American Centy ETF Tr Avantis

ETFs
-1.92K
- 3.17%
$63.74 - $71.96 $122K - $138K
58.6K $4.09M
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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