Pmg Wealth Management, Inc. Purchases and Sells in Q2 2025

Pmg Wealth Management, Inc.

$121 Billion
Q2 2025

Top Buys

Incresed Positions

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLG	4.39K + 1.94%	$40.94 - $52.1 $180K - $229K	230K $12B
OEF	1.43K + 5.76%	N/A	26.2K $7.97B
BUFR	15.2K + 6.57%	$27.3 - $31.8 $415K - $483K	247K $7.85B
IVV	893 + 22.63%	$498.8 - $620.9 $445K - $554K	4.84K $3B
QUAL	1.45K + 3.56%	$152.42 - $182.82 $221K - $266K	42.2K $7.72B
VIG	1.47K + 3.63%	N/A	41.9K $8.58B

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEFA	48K New	$67.83 - $84.09 $3.26M - $4.04M	48K $4.01B
PAVE	90K New	$33.78 - $43.68 $3.04M - $3.93M	90K $3.92B
FDL	71.4K New	$38.19 - $43.19 $2.73M - $3.08M	71.4K $2.99B
IVLU	85.6K New	$26.69 - $33.44 $2.28M - $2.86M	85.6K $2.82B
JHML	37.7K New	$59.74 - $73.35 $2.25M - $2.77M	37.7K $2.77B
ABBV	7.23K New	$170.16 - $206.27 $1.23M - $1.49M	7.23K $1.34B

Top Sells

Reduced Positions

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
REGL	-22.8K - 49.15%	$72.71 - $82.56 $1.66M - $1.88M	23.6K $1.92B
BSV	-7.96K - 54.2%	$77.74 - $78.78 $618K - $627K	6.72K $527M
AAPL	-337 - 10.48%	$172.42 - $223.89 $58.1K - $75.5K	2.88K $591M
TIPX	-5.56K - 29.58%	$18.83 - $19.22 $105K - $107K	13.2K $252M
AGG	-925 - 18.78%	$96.84 - $99.46 $89.6K - $92K	4K $396M
SHY	-765 - 2.69%	$82.21 - $83.12 $62.9K - $63.6K	27.7K $2.29B

Activity Summary All Purchases 30 New Holdings 12 Increased Positions 18 All Sells 17 Reductions 17 Sold out 0 Calls 0 Puts 0

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