Pcg Wealth Advisors, LLC Portfolio Holdings
Pcg Wealth Advisors, LLC
- $194 Million
- Q2 2025
Pcg Wealth Advisors, LLC has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $194 Million distributed in 89 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $16.3M, Global X Silver Miners ETF with a value of $15.3M, Vaneck ETF Tr Gold Miners ETF with a value of $11M, Spdr Portfolio S&P 500 ETF (Ma with a value of $10.8M, and Spdr Gold Trust with a value of $10.7M.
Examining the 13F form we can see an decrease of $77M in the current position value, from $271M to 194M.
Below you can find more details about Pcg Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$194 Million
ETFs: $173 Million
Technology: $8.76 Million
Consumer Cyclical: $3.02 Million
Communication Services: $2.14 Million
Consumer Defensive: $1.77 Million
Basic Materials: $1.56 Million
Energy: $1.33 Million
Real Estate: $1.16 Million
Other: $1.82 Million