R Pg Family Wealth Advisory, LLC Portfolio Holdings

R Pg Family Wealth Advisory, LLC

  • $340 Million
  • Q2 2025

R Pg Family Wealth Advisory, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $340 Million distributed in 96 stocks.

Among their holdings, we can observe that their the top five positions include companies like: General Electric CO with a value of $12.6M, Howmet Aerospace Inc. with a value of $11.3M, Uber Technologies, Inc with a value of $11.2M, Meta Platforms, Inc. with a value of $10.8M, and Jp Morgan ETF Tr Ultra Short I with a value of $9.05M.

Examining the 13F form we can see an increase of $16.8M in the current position value, from $323M to 340M.

R Pg Family Wealth Advisory, LLC is based out at Burlington, MA

Below you can find more details about R Pg Family Wealth Advisory, LLC portfolio as well as his latest detailed transactions.

Portfolio value $340 Million
ETFs: $150 Million
Technology: $65.7 Million
Industrials: $35.6 Million
Financial Services: $33.8 Million
Consumer Cyclical: $17.9 Million
Communication Services: $12.7 Million
Energy: $4.68 Million
Consumer Defensive: $3.92 Million
Other: $3.53 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 96
  • Current Value $340 Million
  • Prior Value $323 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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