Pcg Wealth Advisors, LLC Portfolio Holdings

Pcg Wealth Advisors, LLC

  • $257 Million
  • Q4 2024

Pcg Wealth Advisors, LLC has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $257 Million distributed in 126 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 $15M, Global X Silver Miners ETF with a value of $12.6M, Vaneck ETF Tr Gold Miners ETF with a value of $12.5M, American Centy ETF Tr Avantis with a value of $10.2M, and First Tr Value Line Divid Inde with a value of $9.74M.

Examining the 13F form we can see an increase of $10M in the current position value, from $247M to 257M.

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

Portfolio value $257 Million
ETFs: $223 Million
Technology: $8.6 Million
Energy: $5.1 Million
Consumer Cyclical: $3.12 Million
Consumer Defensive: $1.73 Million
Communication Services: $1.49 Million
Financial Services: $1.07 Million
Real Estate: $624,000
Other: $774,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$443,000 0.17% of portfolio
20,253
Q4 2024 Added 9.74%
$0
$85,000 0.03% of portfolio
15,810
Q4 2024 Reduced 7.05%

Summary

  • Portfolio
  • No. of Stocks 126
  • Current Value $257 Million
  • Prior Value $247 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 21, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 10 stocks
  • Additional Purchases 62 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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