Pcg Wealth Advisors, LLC Portfolio Holdings

Pcg Wealth Advisors, LLC

  • $271 Million
  • Q1 2025

Pcg Wealth Advisors, LLC has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $271 Million distributed in 133 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vaneck ETF Tr Gold Miners ETF with a value of $17.2M, Global X Silver Miners ETF with a value of $16.4M, Spdr S&P 500 ETF Trust with a value of $14.9M, Spdr Gold Trust with a value of $12M, and Spdr Portfolio S&P 500 ETF (Ma with a value of $10.2M.

Examining the 13F form we can see an increase of $14M in the current position value, from $257M to 271M.

Below you can find more details about Pcg Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $271 Million
ETFs: $237 Million
Technology: $7.16 Million
Energy: $4.4 Million
Consumer Cyclical: $2.83 Million
Consumer Defensive: $1.8 Million
Communication Services: $1.63 Million
Basic Materials: $1.19 Million
Financial Services: $1.17 Million
Other: $1.78 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$37.7B
$1.06 Million 0.39% of portfolio
54,645
Q1 2025 New
$178B
$445,000 0.16% of portfolio
2,973
Q1 2025 Reduced 2.27%
$107B
$443,000 0.16% of portfolio
1,284
Q1 2025 Added 3.38%
$197B
$398,000 0.15% of portfolio
14,076
Q1 2025 Added 6.64%
$37.9B
$409,000 0.15% of portfolio
1,888
Q3 2024 Added 3.0%
$36.4B
$361,000 0.13% of portfolio
3,639
Q1 2025 Reduced 2.67%
$101B
$287,000 0.11% of portfolio
1,716
Q1 2025 Added 0.18%
$55.3B
$268,000 0.1% of portfolio
14,426
Q1 2025 Added 9.94%
$136B
$271,000 0.1% of portfolio
1,151
Q4 2022 Reduced 51.92%
$73.9B
$273,000 0.1% of portfolio
2,923
Q2 2024 New
$38.4B
$242,000 0.09% of portfolio
1,210
Q4 2024 New
$96.8B
$232,000 0.09% of portfolio
6,878
Q4 2024 Reduced 5.34%
$67.9B
$200,000 0.07% of portfolio
5,880
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 133
  • Current Value $271 Million
  • Prior Value $257 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 11 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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