R Pg Family Wealth Advisory, LLC Purchases in Q2 2025

R Pg Family Wealth Advisory, LLC

  • $340 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IHY
Vaneck ETF Tr International Hi

ETFs
339K
New
$20.23 - $22.1 $6.87M - $7.5M
339K $7.49M
JPM
Jpmorgan Chase & CO

Financial Services
19.1K
New
$210.28 - $289.91 $4.01M - $5.52M
19.1K $5.52M
IBM
International Business Machines Corp

Technology
18.4K
New
$221.03 - $294.78 $4.06M - $5.41M
18.4K $5.41M
SAP
Sap Se

Technology
17.2K
New
$237.53 - $309.8 $4.08M - $5.32M
17.2K $5.23M
INTC
Intel Corp

Technology
220K
New
$18.13 - $22.69 $3.99M - $4.99M
220K $4.93M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
91.2K
New
$50.52 - $50.92 $4.61M - $4.64M
91.2K $4.64M
XOM
Exxon Mobil Corp

Energy
39.9K
+ 1128.19%
$99.93 - $119.04 $3.98M - $4.74M
43.4K $4.68M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
72.3K
New
$45.88 - $54.4 $3.32M - $3.93M
72.3K $3.93M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
36.3K
New
$107.83 - $119.94 $3.92M - $4.36M
36.3K $3.92M
TREE
Lending Tree, Inc.

Financial Services
90.6K
New
$33.74 - $54.12 $3.06M - $4.9M
90.6K $3.36M
NEAR
Blackrock Short Maturity Bond

ETFs
55.7K
+ 1241.66%
$50.41 - $51.17 $2.81M - $2.85M
60.1K $3.07M
PLTR
Palantir Technologies Inc.

Technology
4.27K
+ 11.18%
$74.01 - $144.25 $316K - $615K
42.4K $5.78M
UBER
Uber Technologies, Inc

Technology
938
+ 0.78%
$64.62 - $93.3 $60.6K - $87.5K
121K $11.2M
ERJ
Embraer S.A.

Industrials
3.29K
+ 3.14%
$40.42 - $56.91 $133K - $187K
108K $6.16M
GVA
Granite Construction Inc

Industrials
2.42K
+ 4.27%
$71.89 - $93.51 $174K - $226K
59.1K $5.52M
MP
Mp Materials Corp.

Basic Materials
6.62K
+ 6.65%
$18.77 - $37.74 $124K - $250K
106K $3.53M
XLK
Technology Sector Spdr

ETFs
1.14K
+ 9.29%
$179.73 - $253.23 $205K - $289K
13.4K $3.4M
XLC
Select Sector Spdr Tr Communic

ETFs
2.41K
+ 7.02%
$86.13 - $108.53 $207K - $261K
36.7K $3.98M
XLI
Industrial Sector Spdr

ETFs
1.85K
+ 9.03%
$116.42 - $147.52 $215K - $273K
22.3K $3.29M
XLY
Select Sector Spdr Consumer Di

ETFs
1.54K
+ 11.83%
$176.34 - $218.59 $271K - $336K
14.5K $3.15M
MRSK
Toews Agility Shares Managed R

Technology
1.49K
+ 0.63%
$30.02 - $33.57 $44.8K - $50.1K
238K $7.99M
ITA
Ishares Tr

ETFs
57
+ 0.42%
$135.31 - $188.64 $7.71K - $10.8K
13.7K $2.59M
XLF
Financial Sector Spdr

ETFs
6.3K
+ 11.35%
$43.92 - $52.37 $277K - $330K
61.8K $3.24M
FTSL
First Trust Senior Ln Fund

ETFs
8.52K
+ 5.53%
$44.58 - $46.07 $380K - $393K
163K $7.46M
EWZS
Ishares Msci Brazil Small Cap

ETFs
4.84K
+ 3.44%
$9.92 - $13.26 $48K - $64.2K
146K $1.93M
PYPL
Pay Pal Holdings, Inc.

Financial Services
851
+ 2.27%
$57.41 - $74.81 $48.9K - $63.7K
38.4K $2.85M
IWS
Ishares Russell Midcap Value E

ETFs
2.52K
+ 27.91%
$110.58 - $132.14 $278K - $333K
11.5K $1.52M
ACMR
Acm Research, Inc.

Technology
5.62K
+ 6.26%
$18.33 - $26.51 $103K - $149K
95.4K $2.47M
XLU
Utilities Sector Spdr

ETFs
2.93K
+ 8.18%
$73.09 - $82.77 $214K - $242K
38.8K $3.16M
THY
Toews Agility Shares Dynamic T

Technology
7.39K
+ 4.56%
$21.89 - $22.43 $162K - $166K
169K $3.8M
EMQQ
Emqq Emerging Markets Internet

ETFs
124
+ 0.19%
$33.1 - $41.67 $4.1K - $5.17K
64.1K $2.67M
XLP
Consumer Staples Sector Spdr

ETFs
2.87K
+ 8.48%
N/A
36.8K $2.79M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
8.02K
+ 5.29%
$22.66 - $23.41 $182K - $188K
160K $3.73M
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.81K
+ 6.15%
$51.14 - $57.0 $195K - $217K
65.8K $3.74M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
3.76K
+ 5.28%
$49.79 - $50.75 $187K - $191K
74.9K $3.8M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
6.47K
+ 3.84%
$23.32 - $24.45 $151K - $158K
175K $4.27M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
171
+ 1.36%
$48.48 - $67.3 $8.29K - $11.5K
12.7K $853K
JETS
ETF Ser Solutions U S Global J

ETFs
838
+ 3.05%
$17.37 - $23.44 $14.6K - $19.6K
28.3K $649K
Amplify Junior Silver Miners ETF
1.4K
+ 1.33%
N/A
106K $0
Bitwise Bitcoin ETF Tr Shs Ben Int
3.47K
+ 1.95%
N/A
182K $0
CGMS
Capital Grp Core Plus Income E
141K
New
N/A
141K $0
BSJU
Invesco Eg Tr Sf Ix Fd Tr Bull
6.44K
+ 2.22%
N/A
296K $0
QTUM
ETF Ser Solutions Defiance Qua
1.1K
+ 3.96%
N/A
28.8K $0
Innovator Etfs Tr Prem Income 30 Barrier ETF July
2.81K
+ 3.86%
N/A
75.7K $0
Innovator Etfs Tr Prem Income 20 Barrier ETF July
2.84K
+ 3.91%
N/A
75.5K $0
ORLY
O Reilly Automotive Inc

Consumer Cyclical
80.7K
+ 1448.3%
$87.84 - $1441.89 $7.09M - $116M
86.3K $7.78M
Activity Summary
Buys All Purchases 47 New Holdings 10 Increased Positions 37 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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