Pcg Wealth Advisors, LLC Portfolio Holdings

Pcg Wealth Advisors, LLC

  • $247 Million
  • Q3 2024

Pcg Wealth Advisors, LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $247 Million distributed in 122 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 $17.1M, Spdr S&P 500 ETF Trust with a value of $14.9M, Global X Silver Miners ETF with a value of $13M, First Tr Value Line Divid Inde with a value of $10.2M, and American Centy ETF Tr Avantis with a value of $9.96M.

Examining the 13F form we can see an increase of $26.4M in the current position value, from $221M to 247M.

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

Portfolio value $247 Million
ETFs: $215 Million
Technology: $8.3 Million
Energy: $4.33 Million
Consumer Cyclical: $2.48 Million
Consumer Defensive: $1.77 Million
Communication Services: $1.04 Million
Financial Services: $976,000
Real Estate: $691,000
Other: $1.86 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$386,000 0.16% of portfolio
18,455
Q3 2024 Added 3.71%
$0
$93,000 0.04% of portfolio
17,010
Q3 2024 Reduced 19.42%

Summary

  • Portfolio
  • No. of Stocks 122
  • Current Value $247 Million
  • Prior Value $221 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 11 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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