R Pg Family Wealth Advisory, LLC Incresed Positions in Q1 2025

R Pg Family Wealth Advisory, LLC

  • $323 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FAD
First Tr Multi Cap Growth Alph

ETFs
22.1K
+ 199.19%
$125.55 - $147.66 $2.78M - $3.26M
33.2K $4.3M
XLU
Utilities Sector Spdr

ETFs
10.3K
+ 40.38%
$74.7 - $80.27 $770K - $827K
35.8K $2.82M
KWEB
Kraneshares Tr Csi China Inter

ETFs
1.41K
+ 0.97%
$27.29 - $38.29 $38.4K - $53.9K
147K $5.13M
XLC
Select Sector Spdr Tr Communic

ETFs
8.55K
+ 33.28%
$94.84 - $105.31 $811K - $901K
34.3K $3.3M
XLI
Industrial Sector Spdr

ETFs
6.25K
+ 43.96%
$128.78 - $141.67 $805K - $886K
20.5K $2.68M
XLF
Financial Sector Spdr

ETFs
14.8K
+ 36.34%
$47.32 - $52.19 $700K - $772K
55.5K $2.76M
FTSL
First Trust Senior Ln Fund

ETFs
17.7K
+ 13.0%
$45.65 - $46.48 $809K - $824K
154K $7.03M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
12.7K
+ 4.09%
$50.39 - $50.66 $641K - $644K
324K $16.4M
XLP
Consumer Staples Sector Spdr

ETFs
9.25K
+ 37.56%
N/A
33.9K $2.58M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
19.8K
+ 13.32%
$24.07 - $24.5 $476K - $484K
168K $4.08M
EWZS
Ishares Msci Brazil Small Cap

ETFs
20.3K
+ 16.87%
$9.18 - $11.21 $186K - $228K
141K $1.52M
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.65K
+ 12.03%
$56.17 - $59.71 $374K - $397K
62K $3.54M
EMQQ
Emqq Emerging Markets Internet

ETFs
3.03K
+ 4.97%
$33.17 - $40.71 $100K - $123K
63.9K $2.44M
BWX
Spdr Bloomberg International T

ETFs
6.45K
+ 1.88%
$20.94 - $22.04 $135K - $142K
350K $7.65M
UBS
Ubs Group Ag

Financial Services
5.26K
+ 1.9%
$30.28 - $35.78 $159K - $188K
282K $8.64M
THY
Toews Agility Shares Dynamic T

Technology
15K
+ 10.17%
$21.94 - $22.63 $328K - $338K
162K $3.56M
RWX
Spdr Dow Jones International R

ETFs
3.37K
+ 3.97%
$22.39 - $24.7 $75.5K - $83.3K
88.3K $2.16M
FXU
First Tr Exchange Traded Fd Ut

ETFs
3.95K
+ 29.82%
$37.42 - $41.14 $148K - $162K
17.2K $705K
EEM
Ishares Msci Emerging Markets

ETFs
431
+ 1.2%
$40.81 - $45.34 $17.6K - $19.5K
36.3K $1.59M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
320
+ 1.44%
$59.28 - $66.1 $19K - $21.2K
22.6K $1.43M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
2.04K
+ 1.48%
$23.03 - $23.17 $46.9K - $47.2K
139K $3.21M
FPA
First Trust Asia Pacific Ex Ja

ETFs
531
+ 2.14%
$27.42 - $29.94 $14.6K - $15.9K
25.4K $720K
IBND
Spdr Bloomberg International C

ETFs
309
+ 2.83%
$27.72 - $29.79 $8.57K - $9.21K
11.2K $331K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
591
+ 0.96%
$19.43 - $19.62 $11.5K - $11.6K
62.1K $1.22M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
598
+ 1.68%
$19.42 - $19.54 $11.6K - $11.7K
36.1K $703K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
396
+ 2.54%
$19.7 - $20.61 $7.8K - $8.16K
16K $322K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
2.11K
+ 11.78%
$81.1 - $94.7 $171K - $200K
20K $1.62M
Innovator Etfs Tr Prem Income 30 Barrier ETF July
6.26K
+ 9.39%
N/A
72.9K $0
Amplify Junior Silver Miners ETF
11.7K
+ 12.61%
N/A
105K $0
BSJU
Invesco Eg Tr Sf Ix Fd Tr Bull
16.3K
+ 5.97%
N/A
290K $0
Innovator Etfs Tr Prem Income 20 Barrier ETF July
6.21K
+ 9.34%
N/A
72.7K $0
SRLN
Ssga Active Trust

ETFs
838
+ 1.41%
$41.02 - $41.99 $34.4K - $35.2K
60.5K $2.49M
MRSK
Toews Agility Shares Managed R

Technology
9.2K
+ 4.05%
$31.27 - $33.98 $288K - $313K
236K $7.48M
PFF
Ishares Trust Ishares Pfd And

ETFs
2.99K
+ 1.74%
$30.73 - $32.26 $91.9K - $96.5K
175K $5.36M
MUSA
Murphy Usa Inc.

Consumer Cyclical
395
+ 2.57%
$435.02 - $515.95 $172K - $204K
15.8K $7.41M
GOOGL
Alphabet Inc.

Communication Services
86
+ 0.81%
$154.33 - $206.19 $13.3K - $17.7K
10.7K $1.65M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
52
+ 0.42%
$254.58 - $302.92 $13.2K - $15.8K
12.4K $3.17M
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.77K
+ 7.98%
$65.15 - $91.81 $181K - $255K
37.6K $2.45M
GVA
Granite Construction Inc

Industrials
1.85K
+ 3.37%
$70.98 - $94.81 $131K - $175K
56.6K $4.27M
MSFT
Microsoft Corp

Technology
256
+ 1.21%
$375.39 - $447.2 $96.1K - $114K
21.4K $8.04M
AAPL
Apple Inc.

Technology
21
+ 0.04%
$209.68 - $247.1 $4.4K - $5.19K
48.9K $10.9M
AMZN
Amazon Com Inc

Consumer Cyclical
693
+ 1.11%
$190.26 - $242.06 $132K - $168K
63.4K $12.1M
NVDA
Nvidia Corp

Technology
143
+ 0.2%
$106.98 - $149.43 $15.3K - $21.4K
72.4K $7.85M
Activity Summary
Buys All Purchases 85 New Holdings 41 Increased Positions 44 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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