Fund HoldingsPCG Wealth Advisors, LLC

Total Portfolio Value
$286.57M
Total Bought
$40.15M
Total Sold
$21.93M
Net Transaction
+$18.22M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
VANECK ETF TRUST
GOLD MINERS ETF
0375,116+375,116017,2446.02%+17,244
GLOBAL X FDS
GLOBAL X SILVER
0414,719+414,719016,3615.71%+16,361
CAPITAL GROUP CORE BALANCED
SHS
26,609131,456+104,8478324,0731.42%+3,240
BNY MELLON ETF TRUST
ULTRA SHORT INCM
059,304+59,30402,9571.03%+2,957
SPDR GOLD TR(GLD)38,89441,482+2,5889,41711,9534.17%+2,535
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
3,78723,962+20,1754522,7110.95%+2,259
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
5,40140,680+35,2793432,5630.89%+2,220
VANECK ETF TRUST
JUNIOR GOLD MINE
89,89593,374+3,4793,8435,3411.86%+1,498
SPDR SER TR
ST STR P500ETF
128,877155,312+26,4358,88510,2133.56%+1,329
AMPLIFY ETF TR221,810281,104+59,2942,2033,4071.19%+1,204
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
11,20521,549+10,3441,3842,4510.86%+1,067
BARRICK GOLD CORP054,645+54,64501,0620.37%+1,062
GLOBAL X FDS
GLOBAL X COPPER
063,672+63,67202,4880.87%+2,488
WISDOMTREE TR(WT)09,048+9,04807430.26%+743
FIRST TR EXCHANGE-TRADED FD
NO AMER ENERGY
52,31966,108+13,7891,8652,4780.86%+613
ISHARES TR16,49922,076+5,5771,4792,0880.73%+609
FIRST TR EXCHANGE-TRADED FD171,844193,654+21,8104,2334,8121.68%+580
AMERICAN CENTY ETF TR22,06533,993+11,9289251,4620.51%+537
PACER FDS TR
US CASH COWS 100
82,71294,557+11,8454,6725,1781.81%+506
EPR PPTYS(EPR)14,10419,880+5,7766251,0460.36%+421
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
011,405+11,40504060.14%+406
FIRST TR MORNINGSTAR DIVID L082,915+82,91503,6021.26%+3,602
FRANKLIN TEMPLETON ETF TR
FTSE MEXICO
085,406+85,40602,1380.75%+2,138
INVESCO EXCHANGE TRADED FD T
S&P 100 EQL WIGH
38,50741,192+2,6853,9384,2461.48%+308
ISHARES TR3,0153,704+6891,7752,0810.73%+306
ISHARES TR02,850+2,85002870.10%+287
FIRST TR EXCH TRADED FD III65,44082,060+16,6201,1581,4430.50%+285
SPDR SER TR
ST STR BLO 1 ETF
03,010+3,01002760.10%+276
GRANITESHARES PLATINUM TR(PLTM)0161,364+161,36401,5620.55%+1,562
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
07,351+7,35102520.09%+252
WISDOMTREE TR(WT)32,95338,376+5,4231,4321,6660.58%+233
META PLATFORMS INC(META)0386+38602230.08%+223
FIRST TR SML CP CORE ALPHA F
COM SHS
02,287+2,28702060.07%+206
ENTERPRISE PRODS PARTNERS L(EPD)05,880+5,88002010.07%+201
SPDR INDEX SHS FDS
ST STR PO EX ETF
054,796+54,79601,9950.70%+1,995
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
045,587+45,58703,1091.09%+3,109
ISHARES SILVER TR(SLV)9,46214,093+4,6312494370.15%+188
AMERICAN CENTY ETF TR058,645+58,64504,0901.43%+4,090
SPDR SER TR
ST STR P500GRW
11,10513,987+2,8829761,1240.39%+148
VANECK ETF TRUST
SEMICONDUCTR ETF
5,5036,966+1,4631,3331,4730.51%+140
FIRST TR EXCHANGE TRAD FD VI
FST TR GLB FD
0133,909+133,90903,4171.19%+3,417
BERKSHIRE HATHAWAY INC DEL601739+1382723940.14%+121
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
27,20729,536+2,3291,6091,7290.60%+120
INVESCO EXCH TRADED FD TR II14,08513,997-881,6351,7440.61%+109
VANGUARD INDEX FDS9051,143+2384875870.20%+100
AT&T INC(T)13,20014,076+8763013980.14%+98
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
7,0407,624+5841,2341,3210.46%+87
COSTCO WHSL CORP NEW(COST)450525+754124970.17%+84
HCA HEALTHCARE INC(HCA)01,284+1,28404440.15%+444
FORTUNA MNG CORP(FSM)010,000+10,0000610.02%+61
FIRST TR EXCHANGE-TRADED FD072,081+72,08106,4612.25%+6,461
ARES CAPITAL CORP(ARCC)20,25322,024+1,7714434880.17%+45
SELECT SECTOR SPDR TR
ST STR FINL ETF
30,87630,842-341,4921,5360.54%+44
AMERICAN CENTY ETF TR11,98512,341+3567057430.26%+38
AMERICAN CENTY ETF TR7,4297,42904564920.17%+36
BP PLC(BP)6,8786,87802032320.08%+29
TARGA RES CORP(TRGP)1,2101,21002162430.08%+27
GARMIN LTD(GRMN)1,8881,88803894100.14%+21
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
41,84042,821+9811,9351,9550.68%+20
HECLA MNG CO(HL)023,175+23,17501290.04%+129
VANGUARD TAX-MANAGED FDS4,6384,63802222360.08%+14
MCDONALDS CORP(MCD)699685-142022140.07%+11
ENERGY TRANSFER L P(ET)13,12214,426+1,3042572680.09%+11
UNION PAC CORP(UNP)1,1511,15102622720.09%+9
ISHARES TR6,8376,767-703994070.14%+8
COLGATE PALMOLIVE CO(CL)2,9232,92302662740.10%+8
PROCTER AND GAMBLE CO(PG)1,9291,935+63233300.12%+6
VANGUARD INDEX FDS1,3121,31202222270.08%+5
FIRST TR EXCHANGE TRADED FD
HLTH CARE ALPH
2,5252,52502632620.09%-1
AMERICAN CENTY ETF TR2,2522,333+812182160.08%-3
SPDR DOW JONES INDL AVERAGE(DIA)65565502792750.10%-4
FIRST TR EXCHNG TRADED FD VI
FT VEST NASD ETF
22,77523,818+1,0437167110.25%-5
WALMART INC(WMT)2,9192,91902642560.09%-7
SPDR SER TR
ST STR SP AERO
1,4901,489-12472390.08%-8
CRONOS GROUP INC(CRON)13,42510,625-2,80027190.01%-8
ONEOK INC NEW(OKE)3,7393,639-1003753610.13%-14
PEPSICO INC(PEP)3,0422,973-694624460.16%-17
SPDR SER TR
ST STR P400MID
4,8394,83902652480.09%-17
GABELLI EQUITY TR INC(GAB)15,81011,920-3,89085660.02%-19
FIRST TR EXCHANGE TRADED FD
DORSEY WRIGHT
15,06515,06505515300.18%-21
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
7,5047,50404784540.16%-25
ISHARES TR4,5174,622+1054113850.13%-26
ADVISORSHARES TR
PURE US CANN ETF
63,04581,433+18,3882402130.07%-28
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
52,26554,945+2,6801,8741,8410.64%-33
SPDR S&P 500 ETF TR(SPY)25,52626,672+1,14614,96014,9205.21%-40
JPMORGAN CHASE & CO.(JPM)1,133924-2092722270.08%-45
FIRST TR EXCHANGE-TRADED FD128,288133,837+5,5494,0283,9821.39%-47
SELECT SECTOR SPDR TR
ST STR TECHN ETF
2,8392,939+1006606070.21%-53
AMPLIFY ETF TR12,98513,505+5205614980.17%-63
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
127,677128,881+1,2043,8903,8261.34%-64
FIRST TR EXCHANGE-TRADED FD8,1158,102-139709050.32%-65
ALPHABET INC(GOOG)2,2202,270+504233550.12%-68
TESLA INC(TSLA)3,2754,835+1,5601,3231,2530.44%-70
SELECT SECTOR SPDR TR
ST STR STAPL ETF
040,736+40,73603,3271.16%+3,327
WISDOMTREE TR(WT)32,98532,365-6201,4931,4150.49%-79
AMERICAN CENTY ETF TR16,45016,751+3018948110.28%-83
JANUS DETROIT STR TR
HENDRSON AAA CL
31,79530,028-1,7671,6121,5230.53%-90
BROADCOM INC(AVGO)1,7131,716+33972870.10%-110
FIRST TR EXCHANGE-TRADED FD05,432+5,43201,2070.42%+1,207
ALPHABET INC(GOOG)4,0714,228+1577716540.23%-117
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