Fund HoldingsPCG Wealth Advisors, LLC

Total Portfolio Value
$210.33M
Total Bought
$52.03M
Total Sold
$24.31M
Net Transaction
+$27.72M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
AMERICAN CENTY ETF TR37,993147,415+109,4222,1959,4734.50%+7,278
VANECK ETF TRUST
GOLD MINERS ETF
273,698412,084+138,3868,48713,0306.19%+4,543
FIRST TR EXCHANGE-TRADED FD
FT VEST S&P 500
062,672+62,67203,3661.60%+3,366
FIRST TR EXCHANGE-TRADED FD
BUYWRIT INCM ETF
0138,097+138,09703,1031.48%+3,103
SELECT SECTOR SPDR TR
ST STR STAPL ETF
039,045+39,04502,9821.42%+2,982
AMERICAN CENTY ETF TR22,58251,814+29,2322,0284,8552.31%+2,828
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
097,003+97,00302,7121.29%+2,712
FIRST TR EXCHANGE-TRADED FD58,165132,740+74,5751,4133,6421.73%+2,230
FIRST TR EXCHANGE-TRADED ALP
MID CP GR ALPH
027,699+27,69902,0941.00%+2,094
SPDR S&P 500 ETF TR(SPY)12,50215,329+2,8275,9428,0183.81%+2,076
FRANKLIN TEMPLETON ETF TR
FTSE MEXICO
060,812+60,81202,0690.98%+2,069
VANECK ETF TRUST
MRNGSTR WDE MOAT
57,45169,205+11,7544,8766,2222.96%+1,346
FIRST TR NASDAQ 100 TECH IND20,77625,237+4,4613,6454,8122.29%+1,167
FIRST TR VALUE LINE DIVID IN
SHS
0214,186+214,18609,0454.30%+9,045
INVESCO EXCHANGE TRADED FD T
S&P MDCP QUALITY
30,37433,187+2,8132,6943,6521.74%+958
AMERICAN CENTY ETF TR46,58352,855+6,2723,5444,4902.13%+946
PGIM ETF TR
PGIM ULTRA SH BD
59,49875,478+15,9802,9393,7511.78%+813
PRAXIS PRECISION MEDICINES I(PRAX)012,917+12,91707880.37%+788
INVESCO EXCHANGE TRADED FD T
S&P 100 EQL WIGH
26,97432,199+5,2252,3623,0551.45%+694
PACER FDS TR
US CASH COWS 100
81,43883,328+1,8904,2344,8422.30%+608
J P MORGAN EXCHANGE TRADED F
SMALL & MID CAP
25,58633,147+7,5611,3741,9400.92%+566
MICROSOFT CORP(MSFT)3,6664,617+9511,3791,9430.92%+564
NVIDIA CORPORATION(NVDA)1,1241,174+505571,0610.50%+504
AMPLIFY ETF TR050,403+50,40305010.24%+501
RILEY EXPLORATION PERMIAN IN0112,346+112,34603,7071.76%+3,707
VANECK ETF TRUST
CLO ETF
09,310+9,31004920.23%+492
HECLA MNG CO(HL)0101,213+101,21304870.23%+487
FIRST TR EXCHANGE TRADED FD
ENERGY ALPHADX
186,282191,578+5,2963,1093,5881.71%+479
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
18,96219,496+5343,1963,5621.69%+366
VANECK ETF TRUST
SEMICONDUCTR ETF
2,6143,601+9874578100.39%+353
BOEING CO(BA)01,521+1,52102940.14%+294
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
11,48111,256-2251,0311,2930.61%+262
PROCTER AND GAMBLE CO(PG)01,593+1,59302580.12%+258
FIRST TR EXCHANGE-TRADED FD11,96512,096+1312,2322,4811.18%+249
ARES CAPITAL CORP(ARCC)011,900+11,90002480.12%+248
FIRST TR EXCHANGE-TRADED ALP
MID CAP VAL FD
04,395+4,39502380.11%+238
INVESCO QQQ TR8,0727,932-1403,3063,5221.67%+216
EPR PPTYS(EPR)7,92314,104+6,1813845990.28%+215
SPDR SER TR
ST STR NYSE TECH
01,127+1,12702060.10%+206
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
33,61037,570+3,9601,5481,7360.83%+188
AMAZON COM INC(AMZN)6,3776,384+79691,1520.55%+183
CANOPY GROWTH CORP18,06331,363+13,300922710.13%+178
VANECK ETF TRUST
JUNIOR GOLD MINE
18,59222,721+4,1297058800.42%+175
ISHARES TR15,26214,828-4341,4221,5860.75%+164
INVESCO EXCHANGE TRADED FD T
S&P500 EQL HLT
33,46136,408+2,9479961,1570.55%+161
PROSHARES TR II012,000+12,00001560.07%+156
SPDR GOLD TR(GLD)41,32439,114-2,2107,9008,0473.83%+147
SELECT SECTOR SPDR TR
ST STR ENERG ETF
024,350+24,35002,2991.09%+2,299
PROSHARES TR013,000+13,00001360.06%+136
ADVISORSHARES TR
PURE US CANN ETF
31,72134,773+3,0522223480.17%+126
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
17,15217,632+4808869900.47%+104
GLOBAL X FDS
GLOBAL X SILVER
157,364166,305+8,9414,4644,5672.17%+102
SPDR SER TR
ST STR P500ETF
014,205+14,20508740.42%+874
HCA HEALTHCARE INC(HCA)1,1711,242+713174140.20%+97
AMERICAN CENTY ETF TR11,57412,808+1,2345916710.32%+80
SPDR INDEX SHS FDS
ST STR PO EX ETF
50,27249,769-5031,7101,7840.85%+74
INVESCO EXCHANGE TRADED FD T
ENERG EXPL ETF
18,36917,871-4985686400.30%+72
EXXON MOBIL CORP4,3514,355+44355060.24%+71
ALPHABET INC(GOOG)3,2933,446+1534605200.25%+60
AMPLIFY ETF TR9,1809,110-702743320.16%+58
ISHARES TR4,4974,500+33564110.20%+54
SELECT SECTOR SPDR TR
ST STR TECHN ETF
2,8112,81105415850.28%+44
GARMIN LTD(GRMN)1,7921,833+412302730.13%+43
ENERGY TRANSFER L P(ET)10,22911,629+1,4001411830.09%+42
AMERICAN CENTY ETF TR3,4983,622+1242853240.15%+39
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
7,5047,50403894280.20%+39
BERKSHIRE HATHAWAY INC DEL60560502162540.12%+39
CHEVRON CORP NEW(CVX)1,4721,635+1632202580.12%+38
VANGUARD INDEX FDS86286203774140.20%+38
ALPHABET INC(GOOG)1,7231,823+1002432780.13%+35
VANGUARD INDEX FDS1,4111,497+862112440.12%+33
COSTCO WHSL CORP NEW(COST)44044002903220.15%+32
AMERICAN CENTY ETF TR54,63352,251-2,3823,3013,3301.58%+29
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
2,7152,71502843110.15%+27
FIRST TR EXCHANGE-TRADED FD
DORSEY WRIGHT
15,41515,41505055320.25%+27
ONEOK INC NEW(OKE)4,0393,849-1902843090.15%+25
VANGUARD TAX-MANAGED FDS4,6384,906+2682222460.12%+24
SPDR SER TR
ST STR P400MID
04,839+4,83902580.12%+258
AMERICAN CENTY ETF TR48,40946,261-2,1483,0253,0471.45%+22
AMERICAN CENTY ETF TR5,1205,563+4432382570.12%+19
FIRST TR EXCH TRADED FD III21,86222,307+4453693860.18%+18
ISHARES TR7,8317,510-3214234400.21%+17
PEPSICO INC(PEP)2,8482,84804844980.24%+15
FIRST TR EXCHANGE-TRADED FD
NO AMER ENERGY
59,71356,252-3,4611,6531,6610.79%+8
SPDR SER TR
ST STR SP AERO
1,5041,50402042110.10%+8
FIRST TR EXCH TRADED FD III
MANAGD MUN ETF
47,10247,529+4272,4332,4411.16%+8
CRONOS GROUP INC(CRON)13,42513,425028350.02%+7
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
5,3585,224-1342882950.14%+6
SPDR DOW JONES INDL AVERAGE(DIA)0739+73902940.14%+294
UNION PAC CORP(UNP)1,1511,15102832830.13%0
GABELLI EQUITY TR INC(GAB)23,11021,110-2,0001171170.06%-1
FIRST TR EXCHANGE TRADED FD
HLTH CARE ALPH
3,4253,205-2203553510.17%-3
SSGA ACTIVE ETF TR
ST STR GLOBA ETF
13,83012,917-9135735580.27%-15
SPDR SER TR
ST STR SP SEMI
981875-1062202030.10%-17
SPDR SER TR
ST STR SP REGBNK
6,7976,654-1433563350.16%-22
FIRST TR EXCHANGE-TRADED FD9,3328,221-1,1118958700.41%-25
AGENUS INC47,55022,700-24,85039130.01%-26
ISHARES TR3,6443,248-3961,7401,7070.81%-33
AMERICAN CENTY ETF TR12,51411,359-1,1557066580.31%-47
INVESCO EXCHANGE TRADED FD T
INTL DIVI ACHI
19,02316,010-3,0133512970.14%-54
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