R Pg Family Wealth Advisory, LLC Purchases in Q3 2025

R Pg Family Wealth Advisory, LLC

  • $418 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
INTC
Intel Corp

Technology
235K
+ 106.7%
$19.31 - $35.5 $4.53M - $8.34M
455K $15.3M
SPOT
Spotify Technology S.A.

Communication Services
12.1K
New
$620.01 - $738.53 $7.51M - $8.94M
12.1K $8.45M
NFLX
Netflix Inc

Communication Services
6.86K
New
$1147.87 - $1297.18 $7.88M - $8.9M
6.86K $8.23M
IBM
International Business Machines Corp

Technology
16.9K
+ 91.93%
$234.77 - $292.47 $3.96M - $4.94M
35.3K $9.95M
CNM
Core & Main, Inc.

Industrials
78.8K
New
$48.56 - $66.98 $3.82M - $5.28M
78.8K $4.24M
BK
Bank Of New York Mellon Corp

Financial Services
25.3K
+ 43.68%
$90.65 - $109.75 $2.29M - $2.78M
83.2K $9.07M
JPM
Jpmorgan Chase & CO

Financial Services
10.3K
+ 54.0%
$282.78 - $316.06 $2.91M - $3.25M
29.3K $9.25M
ACMR
Acm Research, Inc.

Technology
61.2K
+ 64.19%
$23.92 - $39.13 $1.47M - $2.4M
157K $6.13M
V
Visa Inc.

Financial Services
11K
+ 77.35%
$332.09 - $358.86 $3.64M - $3.93M
25.1K $8.57M
XLB
Select Sector Spdr Fd Material

ETFs
32.9K
New
$86.72 - $92.61 $2.85M - $3.04M
32.9K $2.95M
ERJ
Embraer S.A.

Industrials
30.9K
+ 28.56%
$47.39 - $61.02 $1.47M - $1.89M
139K $8.41M
IWF
Ishares Russell 1000 Gr ETF

ETFs
4.59K
New
$420.11 - $472.68 $1.93M - $2.17M
4.59K $2.15M
MSFT
Microsoft Corp

Technology
3.33K
+ 21.3%
$491.09 - $535.64 $1.63M - $1.78M
18.9K $9.81M
IWN
Ishares Russell2000 Val ETF

ETFs
9.46K
New
$157.1 - $178.94 $1.49M - $1.69M
9.46K $1.67M
TSLA
Tesla, Inc.

Consumer Cyclical
3.59K
New
$293.94 - $444.72 $1.06M - $1.6M
3.59K $1.6M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
78
+ 0.28%
$224.68 - $282.71 $17.5K - $22.1K
27.8K $7.75M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
12
+ 0.06%
$103.83 - $179.9 $1.25K - $2.16K
21.5K $3.85M
KWEB
Kraneshares Tr Csi China Inter

ETFs
2.83K
+ 1.93%
$33.63 - $42.59 $95K - $120K
149K $6.27M
IWM
Ishares Russell 2000 ETF

ETFs
3.88K
New
$214.92 - $244.84 $833K - $949K
3.88K $937K
WD
Walker & Dunlop, Inc.

Financial Services
10.7K
New
$72.06 - $87.6 $770K - $936K
10.7K $893K
SWK
Stanley Black & Decker, Inc.

Industrials
11.1K
New
$66.98 - $79.52 $740K - $879K
11.1K $821K
FXL
First Tr Exchange Traded Fd Fi

ETFs
4.41K
New
$155.79 - $172.55 $687K - $760K
4.41K $740K
FXZ
First Tr Exchange Traded Fd Fi

ETFs
11.2K
New
$56.19 - $62.9 $627K - $702K
11.2K $687K
SPY
Spdr S&P 500 ETF Trust

ETFs
917
New
$617.65 - $666.84 $566K - $611K
917 $610K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
992
New
$567.77 - $614.76 $563K - $610K
992 $607K
QQQ
Invesco Qqq Trust, Series 1

ETFs
894
New
$546.99 - $602.2 $489K - $538K
894 $536K
MRSK
Toews Agility Shares Managed R

Technology
337
+ 0.14%
$33.48 - $35.68 $11.3K - $12K
238K $8.49M
FAD
First Tr Multi Cap Growth Alph

ETFs
116
+ 0.36%
$145.87 - $162.49 $16.9K - $18.8K
32.6K $5.24M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
1.62K
+ 9.73%
$83.08 - $100.2 $135K - $162K
18.3K $1.83M
CGGR
Capital Group Growth ETF Shs C

ETFs
1.05K
+ 0.87%
$40.2 - $44.58 $42.3K - $46.9K
122K $5.34M
HYG
Ishares Tr

ETFs
5.06K
New
$79.85 - $81.32 $404K - $411K
5.06K $410K
EWZS
Ishares Msci Brazil Small Cap

ETFs
22.5K
+ 15.46%
$11.81 - $14.27 $266K - $321K
168K $2.34M
ITA
Ishares Tr

ETFs
579
+ 4.22%
$184.73 - $209.26 $107K - $121K
14.3K $2.99M
CGGO
Capital Group Global Growth Eq

ETFs
1.63K
+ 1.05%
$31.71 - $34.17 $51.5K - $55.5K
156K $5.34M
PFF
Ishares Trust Ishares Pfd And

ETFs
7.12K
+ 4.12%
$30.67 - $32.13 $218K - $229K
180K $5.69M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
446
+ 3.51%
$67.16 - $93.48 $30K - $41.7K
13.1K $1.22M
IVV
Ishares Core S&P 500 ETF

ETFs
538
New
$620.67 - $670.08 $334K - $361K
538 $360K
FEX
First Tr Large Cap Core Alphde

ETFs
3.04K
New
$110.0 - $117.08 $335K - $356K
3.04K $355K
EMQQ
Emqq Emerging Markets Internet

ETFs
842
+ 1.31%
$40.28 - $46.86 $33.9K - $39.5K
64.9K $3.01M
LQD
Ishares Iboxx $ Investment Gra

ETFs
3K
New
$107.66 - $112.36 $323K - $337K
3K $334K
IEF
Ishares Barclays

ETFs
2.87K
+ 4.47%
$93.91 - $97.26 $270K - $279K
67K $6.47M
GOOG
Alphabet Inc.

Communication Services
1.28K
New
$175.16 - $255.24 $224K - $326K
1.28K $311K
MELI
Mercadolibre Inc

Consumer Cyclical
122
New
$2292.04 - $2514.05 $280K - $307K
122 $285K
VGT
Vanguard Information Technolog

ETFs
345
New
$656.44 - $753.15 $226K - $260K
345 $257K
ACWI
Ishares Msci Acwi ETF

ETFs
1.77K
New
$128.32 - $138.41 $226K - $244K
1.77K $243K
IHY
Vaneck ETF Tr International Hi

ETFs
9.72K
+ 2.86%
$21.82 - $22.32 $212K - $217K
349K $7.73M
SBUX
Starbucks Corp

Consumer Cyclical
2.59K
New
$81.9 - $96.86 $212K - $251K
2.59K $219K
OMFL
Invesco Exchange Traded Self I

ETFs
925
+ 1.43%
$57.41 - $60.45 $53.1K - $55.9K
65.7K $3.96M
APYX
Apyx Medical Corp

Healthcare
76.3K
New
$1.75 - $2.6 $133K - $198K
76.3K $163K
Activity Summary
Buys All Purchases 60 New Holdings 27 Increased Positions 33 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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