R Pg Family Wealth Advisory, LLC Incresed Positions 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
IBM
International Business Machines Corp

Technology
16.9K
+ 91.93%
$234.77 - $292.47 $3.96M - $4.94M
35.3K $9.95M
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
TREE
Lending Tree, Inc.

Financial Services
501
+ 0.55%
$37.34 - $76.51 $18.7K - $38.3K
91.1K $5.9M
ERJ
Embraer S.A.

Industrials
30.9K
+ 28.56%
$47.39 - $61.02 $1.47M - $1.89M
139K $8.41M
MSFT
Microsoft Corp

Technology
3.33K
+ 21.3%
$491.09 - $535.64 $1.63M - $1.78M
18.9K $9.81M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
78
+ 0.28%
$224.68 - $282.71 $17.5K - $22.1K
27.8K $7.75M
KWEB
Kraneshares Tr Csi China Inter

ETFs
2.83K
+ 1.93%
$33.63 - $42.59 $95K - $120K
149K $6.27M
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
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
EMQQ
Emqq Emerging Markets Internet

ETFs
842
+ 1.31%
$40.28 - $46.86 $33.9K - $39.5K
64.9K $3.01M
IEF
Ishares Barclays

ETFs
2.87K
+ 4.47%
$93.91 - $97.26 $270K - $279K
67K $6.47M
IHY
Vaneck ETF Tr International Hi

ETFs
9.72K
+ 2.86%
$21.82 - $22.32 $212K - $217K
349K $7.73M
OMFL
Invesco Exchange Traded Self I

ETFs
925
+ 1.43%
$57.41 - $60.45 $53.1K - $55.9K
65.7K $3.96M
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.41K
+ 6.68%
$85.01 - $90.35 $120K - $127K
22.5K $2.01M
SRLN
Ssga Active Trust

ETFs
3.18K
+ 5.37%
$41.28 - $41.65 $131K - $133K
62.5K $2.6M
JETS
ETF Ser Solutions U S Global J

ETFs
2.71K
+ 9.58%
$23.12 - $26.44 $62.7K - $71.7K
31K $764K
RWX
Spdr Dow Jones International R

ETFs
1.36K
+ 1.57%
$26.58 - $28.39 $36.1K - $38.6K
87.9K $2.45M
Amplify Junior Silver Miners ETF
5.09K
+ 4.8%
N/A
111K $0
CGMS
Capital Grp Core Plus Income E
147
+ 0.1%
N/A
141K $0
Invesco Exchange Traded Fd Tr Ii S&P 500 Qvm Multi Factor ETF
1.34K
+ 0.9%
N/A
149K $0
PYPL
Pay Pal Holdings, Inc.

Financial Services
355
+ 0.92%
$65.64 - $78.22 $23.3K - $27.8K
38.8K $2.6M
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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