R Pg Family Wealth Advisory, LLC Sells in Q2 2025

R Pg Family Wealth Advisory, LLC

  • $340 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-145K
- 44.83%
$50.36 - $50.68 $7.31M - $7.36M
179K $9.05M
BWX
Spdr Bloomberg International T

ETFs
-336K
- 95.92%
$21.87 - $23.49 $7.35M - $7.89M
14.3K $335K
AMZN
Amazon Com Inc

Consumer Cyclical
-28.3K
- 44.66%
$167.32 - $223.3 $4.74M - $6.32M
35.1K $7.69M
V
Visa Inc.

Financial Services
-12.1K
- 45.98%
$308.27 - $373.31 $3.72M - $4.5M
14.2K $5.03M
BK
Bank Of New York Mellon Corp

Financial Services
-47.4K
- 44.98%
$73.31 - $91.62 $3.47M - $4.34M
57.9K $5.28M
UBS
Ubs Group Ag

Financial Services
-127K
- 44.92%
$26.12 - $33.82 $3.31M - $4.28M
155K $5.25M
AAPL
Apple Inc.

Technology
-11.4K
- 23.23%
$172.42 - $223.89 $1.96M - $2.54M
37.5K $7.7M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-17.2K
- 38.38%
$141.37 - $228.57 $2.44M - $3.94M
27.7K $6.27M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-350
- 2.54%
$483.48 - $539.8 $169K - $189K
13.4K $6.51M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-588
- 2.66%
$99.37 - $134.05 $58.4K - $78.8K
21.5K $2.44M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-3.36K
- 16.76%
$69.8 - $85.28 $234K - $286K
16.7K $1.38M
IEF
Ishares Barclays

ETFs
-1.52K
- 2.31%
$93.15 - $96.56 $141K - $146K
64.2K $6.14M
KWEB
Kraneshares Tr Csi China Inter

ETFs
-349
- 0.24%
$28.28 - $35.22 $9.87K - $12.3K
147K $5.03M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-357
- 1.66%
$83.97 - $92.85 $30K - $33.1K
21.1K $1.86M
FXN
First Tr Exchange Traded Fd Fi

ETFs
-390
- 0.92%
$12.88 - $16.75 $5.02K - $6.53K
41.9K $635K
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.71K
- 0.98%
$29.0 - $30.68 $49.6K - $52.5K
173K $5.3M
EMLP
First Tr Exchange Traded Iv

ETFs
-557
- 4.99%
$33.62 - $37.89 $18.7K - $21.1K
10.6K $397K
SRLN
Ssga Active Trust

ETFs
-1.17K
- 1.94%
$39.47 - $41.59 $46.3K - $48.7K
59.3K $2.47M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-886
- 4.78%
$16.93 - $17.81 $15K - $15.8K
17.7K $314K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-745
- 4.65%
$18.96 - $20.43 $14.1K - $15.2K
15.3K $311K
DBB
Invesco Db Base Metals Fund

ETFs
-1.34K
- 1.66%
$17.23 - $19.4 $23.1K - $26.1K
79.5K $1.54M
Invesco Exchange Traded Fd Tr Ii S&P 500 Qvm Multi Factor ETF
-3.69K
- 2.43%
N/A
148K $0
FXU
First Tr Exchange Traded Fd Ut

ETFs
-401
- 2.33%
$37.86 - $43.29 $15.2K - $17.4K
16.8K $711K
IBND
Spdr Bloomberg International C

ETFs
-613
- 5.45%
$29.46 - $32.59 $18.1K - $20K
10.6K $346K
FXO
First Tr Exchange Traded Fd Fi

ETFs
-208
- 1.64%
$45.9 - $56.06 $9.55K - $11.7K
12.4K $697K
FXD
First Tr Exchange Traded Fd

ETFs
-150
- 1.39%
$50.42 - $63.44 $7.56K - $9.52K
10.6K $673K
EFV
Msci Eafe Value ETF

ETFs
-1.05K
- 3.76%
$52.4 - $64.65 $54.8K - $67.6K
26.8K $1.7M
FEP
First Trust Europe Alphadex Fu

ETFs
-1.12K
- 5.69%
$36.11 - $47.8 $40.6K - $53.7K
18.6K $889K
EEM
Ishares Msci Emerging Markets

ETFs
-1.02K
- 2.8%
$38.52 - $48.28 $39.2K - $49.1K
35.3K $1.7M
FPA
First Trust Asia Pacific Ex Ja

ETFs
-1.37K
- 5.39%
$25.57 - $36.11 $35K - $49.4K
24K $857K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-715
- 3.17%
$57.14 - $72.68 $40.9K - $52K
21.9K $1.59M
OMFL
Invesco Exchange Traded Self I

ETFs
-1.68K
- 2.52%
$48.43 - $57.78 $81.1K - $96.8K
64.8K $3.74M
RWX
Spdr Dow Jones International R

ETFs
-1.73K
- 1.96%
$23.06 - $27.4 $39.9K - $47.4K
86.6K $2.37M
EWX
Spdr S&P Emerging Markets Smal

ETFs
-1.37K
- 2.42%
$49.89 - $62.13 $68.2K - $84.9K
55.1K $3.42M
GOOGL
Alphabet Inc.

Communication Services
-47
- 0.44%
$144.7 - $178.6 $6.8K - $8.39K
10.6K $1.87M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-220
- 1.78%
$224.16 - $285.86 $49.3K - $62.9K
12.2K $3.48M
FAD
First Tr Multi Cap Growth Alph

ETFs
-687
- 2.07%
$114.67 - $146.82 $78.8K - $101K
32.5K $4.78M
CGGO
Capital Group Global Growth Eq

ETFs
-2.84K
- 1.81%
$25.31 - $32.17 $72K - $91.5K
155K $4.94M
CGGR
Capital Group Growth ETF Shs C

ETFs
-1.5K
- 1.23%
$30.53 - $40.65 $45.7K - $60.9K
121K $4.9M
NVDA
Nvidia Corp

Technology
-16.4K
- 22.59%
$94.31 - $157.99 $1.54M - $2.58M
56.1K $8.86M
HWM
Howmet Aerospace Inc.

Industrials
-10.7K
- 14.97%
$112.33 - $186.13 $1.2M - $1.99M
60.6K $11.3M
META
Meta Platforms, Inc.

Communication Services
-7
- 0.05%
$484.66 - $738.09 $3.39K - $5.17K
14.7K $10.8M
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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