R Pg Family Wealth Advisory, LLC New Holdings in Q1 2025

R Pg Family Wealth Advisory, LLC

  • $323 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GE
General Electric CO

Industrials
48.4K
New
$168.59 - $212.13 $8.15M - $10.3M
48.4K $9.68M
BK
Bank Of New York Mellon Corp

Financial Services
105K
New
$75.42 - $88.95 $7.94M - $9.36M
105K $8.83M
UBER
Uber Technologies, Inc

Technology
120K
New
$63.17 - $81.49 $7.56M - $9.75M
120K $8.71M
NFLX
Netflix Inc

Communication Services
9.22K
New
$828.4 - $1058.6 $7.64M - $9.76M
9.22K $8.6M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
5.57K
New
$1187.71 - $1432.58 $6.62M - $7.98M
5.57K $7.98M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
44.9K
New
$165.25 - $224.62 $7.42M - $10.1M
44.9K $7.46M
ERJ
Embraer S.A.

Industrials
105K
New
$37.11 - $56.4 $3.89M - $5.92M
105K $4.85M
CGGO
Capital Group Global Growth Eq

ETFs
157K
New
$28.33 - $30.84 $4.46M - $4.85M
157K $4.46M
CGGR
Capital Group Growth ETF Shs C

ETFs
122K
New
$33.98 - $39.84 $4.15M - $4.86M
122K $4.18M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
71.2K
New
$50.48 - $51.04 $3.59M - $3.63M
71.2K $3.61M
XLY
Select Sector Spdr Consumer Di

ETFs
13K
New
$192.6 - $233.2 $2.5M - $3.03M
13K $2.56M
XLK
Technology Sector Spdr

ETFs
12.3K
New
$206.38 - $242.18 $2.53M - $2.97M
12.3K $2.54M
MP
Mp Materials Corp.

Basic Materials
99.6K
New
$16.39 - $26.93 $1.63M - $2.68M
99.6K $2.43M
ACMR
Acm Research, Inc.

Technology
89.8K
New
$15.41 - $29.98 $1.38M - $2.69M
89.8K $2.1M
ITA
Ishares Tr

ETFs
13.7K
New
$144.84 - $159.5 $1.98M - $2.18M
13.7K $2.09M
IWF
Ishares Russell 1000 Gr ETF

ETFs
4.95K
New
$360.07 - $417.26 $1.78M - $2.07M
4.95K $1.79M
EFV
Msci Eafe Value ETF

ETFs
27.8K
New
$51.88 - $60.73 $1.44M - $1.69M
27.8K $1.64M
DBB
Invesco Db Base Metals Fund

ETFs
80.8K
New
$18.55 - $19.95 $1.5M - $1.61M
80.8K $1.55M
IWN
Ishares Russell2000 Val ETF

ETFs
9.67K
New
$149.27 - $169.4 $1.44M - $1.64M
9.67K $1.46M
IWS
Ishares Russell Midcap Value E

ETFs
9.02K
New
$122.59 - $135.24 $1.11M - $1.22M
9.02K $1.14M
TSLA
Tesla, Inc.

Consumer Cyclical
3.41K
New
$222.15 - $428.22 $758K - $1.46M
3.41K $884K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
12.5K
New
$53.81 - $62.59 $674K - $784K
12.5K $701K
FXN
First Tr Exchange Traded Fd Fi

ETFs
42.3K
New
$15.13 - $18.07 $640K - $764K
42.3K $698K
FXO
First Tr Exchange Traded Fd Fi

ETFs
12.7K
New
$50.93 - $57.24 $644K - $724K
12.7K $670K
FXD
First Tr Exchange Traded Fd

ETFs
10.8K
New
$56.39 - $68.12 $607K - $733K
10.8K $623K
FXL
First Tr Exchange Traded Fd Fi

ETFs
4.69K
New
$131.2 - $160.72 $615K - $753K
4.69K $619K
JETS
ETF Ser Solutions U S Global J

ETFs
27.5K
New
$20.77 - $26.81 $570K - $736K
27.5K $570K
HYG
Ishares Tr

ETFs
5.37K
New
$78.51 - $80.11 $422K - $431K
5.37K $423K
XOM
Exxon Mobil Corp

Energy
3.53K
New
$105.44 - $118.93 $373K - $420K
3.53K $420K
IWP
Ishares Russell Mid Cap Growth

ETFs
3.04K
New
$114.9 - $139.6 $349K - $425K
3.04K $357K
FEX
First Tr Large Cap Core Alphde

ETFs
3.32K
New
$99.27 - $109.89 $330K - $365K
3.32K $340K
LQD
Ishares Iboxx $ Investment Gra

ETFs
3.08K
New
$105.1 - $109.61 $324K - $337K
3.08K $334K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.67K
New
$100.32 - $100.76 $268K - $269K
2.67K $268K
SWK
Stanley Black & Decker, Inc.

Industrials
3.31K
New
$76.43 - $90.41 $253K - $299K
3.31K $254K
SBUX
Starbucks Corp

Consumer Cyclical
2.45K
New
$91.75 - $115.81 $224K - $283K
2.45K $239K
NEAR
Blackrock Short Maturity Bond

ETFs
4.48K
New
$50.4 - $50.89 $226K - $228K
4.48K $227K
GOOG
Alphabet Inc.

Communication Services
1.41K
New
$156.06 - $207.71 $220K - $293K
1.41K $220K
ACWI
Ishares Msci Acwi ETF

ETFs
1.77K
New
$115.16 - $124.13 $203K - $219K
1.77K $205K
QTUM
ETF Ser Solutions Defiance Qua
27.7K
New
N/A
27.7K $0
Fidelity Wise Origin (Bitcoin Fund)
3.61K
New
N/A
3.61K $0
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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