Fund HoldingsPCG Wealth Advisors, LLC

Total Portfolio Value
$229.88M
Total Bought
$41.86M
Total Sold
$21.91M
Net Transaction
+$19.95M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
SPDR S&P 500 ETF TR(SPY)15,32926,421+11,0928,01814,3796.25%+6,361
GLOBAL X FDS
GLOBAL X SILVER
166,305303,525+137,2204,5679,4674.12%+4,900
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
0121,439+121,43903,5121.53%+3,512
FIRST TR EXCHANGE TRADED FD0110,773+110,77303,3801.47%+3,380
SPDR SER TR
ST STR P500ETF
14,20566,412+52,2078744,2501.85%+3,376
FIRST TR EXCHANGE TRADED FD
ENERGY ALPHADX
191,578295,769+104,1913,5885,3832.34%+1,795
VANECK ETF TRUST
GOLD MINERS ETF
412,084432,400+20,31613,03014,6716.38%+1,641
GRANITESHARES PLATINUM TR(PLTM)0146,311+146,31101,4150.62%+1,415
WISDOMTREE TR(WT)026,772+26,77201,2930.56%+1,293
AMPLIFY ETF TR50,403155,140+104,7375011,7560.76%+1,256
GLOBAL X FDS
GLOBAL X COPPER
024,096+24,09601,0870.47%+1,087
FIRST TR EXCHANGE-TRADED FD
RBA INDL ETF
046,151+46,15103,1531.37%+3,153
NVIDIA CORPORATION(NVDA)1,17416,805+15,6311,0612,0760.90%+1,015
AMERICAN CENTY ETF TR46,26159,036+12,7753,0473,8341.67%+788
FIRST TR EXCHNG TRADED FD VI
FT VEST NASD ETF
019,751+19,75105840.25%+584
APPLE INC(AAPL)09,426+9,42601,9850.86%+1,985
MICROSOFT CORP(MSFT)4,6175,517+9001,9432,4661.07%+523
INVESCO EXCHANGE TRADED FD T
ENERG EXPL ETF
17,87134,628+16,7576401,1450.50%+506
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
19,49620,521+1,0253,5624,0451.76%+483
JANUS DETROIT STR TR
HENDRSON AAA CL
08,149+8,14904150.18%+415
INVESCO EXCHANGE TRADED FD T
S&P MDCP QUALITY
33,18741,857+8,6703,6524,0611.77%+409
VANECK ETF TRUST
CLO ETF
9,31016,338+7,0284928650.38%+373
SELECT SECTOR SPDR TR
ST STR STAPL ETF
39,04543,607+4,5622,9823,3391.45%+358
J P MORGAN EXCHANGE TRADED F
SMALL & MID CAP
33,14740,352+7,2051,9402,2860.99%+345
EXXON MOBIL CORP4,3557,270+2,9155068370.36%+331
VANECK ETF TRUST
SEMICONDUCTR ETF
3,6014,339+7388101,1310.49%+321
COLGATE PALMOLIVE CO(CL)02,923+2,92302840.12%+284
GLOBAL X FDS
GLOBAL X URANIUM
09,390+9,39002720.12%+272
VANECK ETF TRUST
JUNIOR GOLD MINE
22,72127,141+4,4208801,1430.50%+263
WISDOMTREE TR(WT)05,233+5,23302390.10%+239
INVESCO EXCHANGE TRADED FD T
S&P 100 EQL WIGH
32,19934,692+2,4933,0553,2781.43%+223
T ROWE PRICE ETF INC
CAP APPRECIATION
06,813+6,81302140.09%+214
APPLIED MATLS INC0901+90102130.09%+213
FIRST TR EXCHANGE-TRADED FD
BUYWRIT INCM ETF
138,097145,661+7,5643,1033,2731.42%+170
AMERICAN CENTY ETF TR12,80816,652+3,8446718310.36%+160
ALPHABET INC(GOOG)3,4463,575+1295206510.28%+131
FIRST TR EXCHANGE TRAD FD VI
FST TR GLB FD
0178,946+178,94604,2791.86%+4,279
ARES CAPITAL CORP(ARCC)11,90017,795+5,8952483710.16%+123
BOEING CO(BA)1,5212,280+7592944150.18%+121
SELECT SECTOR SPDR TR
ST STR ENERG ETF
24,35026,492+2,1422,2992,4151.05%+116
FIRST TR VALUE LINE DIVID IN
SHS
214,186224,556+10,3709,0459,1513.98%+106
SIBANYE STILLWATER LTD(SBSW)023,333+23,33301010.04%+101
AMAZON COM INC(AMZN)6,3846,391+71,1521,2350.54%+84
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
046,927+46,92701,5660.68%+1,566
FRANKLIN TEMPLETON ETF TR
FTSE MEXICO
60,81275,939+15,1272,0692,1400.93%+71
ALPHABET INC(GOOG)1,8231,880+572783450.15%+67
TESLA INC(TSLA)03,577+3,57707080.31%+708
PROCTER AND GAMBLE CO(PG)1,5931,916+3232583160.14%+58
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
17,63219,036+1,4049901,0420.45%+52
COSTCO WHSL CORP NEW(COST)44044003223740.16%+52
AMERICAN CENTY ETF TR11,35911,616+2576587100.31%+51
SELECT SECTOR SPDR TR
ST STR TECHN ETF
2,8112,810-15856360.28%+50
AMERICAN CENTY ETF TR51,81454,461+2,6474,8554,8862.13%+31
AMERICAN CENTY ETF TR52,25153,917+1,6663,3303,3571.46%+26
GARMIN LTD(GRMN)1,8331,83302732990.13%+26
ENERGY TRANSFER L P(ET)11,62912,849+1,2201832080.09%+25
SPDR SER TR
ST STR SP SEMI
875890+152032200.10%+17
AMPLIFY ETF TR9,1109,838+7283323490.15%+17
VANGUARD INDEX FDS86286204144310.19%+17
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
5,2245,488+2642953100.13%+15
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
7,5047,50404284420.19%+14
SPDR INDEX SHS FDS
ST STR PO EX ETF
49,76951,240+1,4711,7841,7970.78%+14
ONEOK INC NEW(OKE)3,8493,949+1003093220.14%+13
PROSHARES TR II12,00015,500+3,5001561680.07%+13
PROSHARES TR13,00017,500+4,5001361450.06%+9
FIRST TR EXCHANGE-TRADED FD
DORSEY WRIGHT
15,41515,220-1955325370.23%+5
FIRST TR EXCH TRADED FD III22,30722,460+1533863900.17%+4
AMERICAN CENTY ETF TR147,415150,801+3,3869,4739,4764.12%+3
AMERICAN CENTY ETF TR5,5635,664+1012572610.11%+3
AMERICAN CENTY ETF TR3,6223,62203243270.14%+2
FIRST TR EXCHANGE-TRADED FD
NO AMER ENERGY
56,25254,574-1,6781,6611,6620.72%+1
SPDR SER TR
ST STR SP AERO
1,5041,494-102112090.09%-2
CRONOS GROUP INC(CRON)13,42513,425035310.01%-4
EPR PPTYS(EPR)14,10414,10405995920.26%-7
GABELLI EQUITY TR INC(GAB)21,11021,11001171100.05%-7
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
2,7152,625-903113030.13%-8
SPDR SER TR
ST STR P400MID
4,8394,83902582480.11%-10
AGENUS INC22,7000-22,700130-13
ISHARES TR4,5004,504+44113970.17%-14
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
37,57037,653+831,7361,7210.75%-15
HCA HEALTHCARE INC(HCA)1,2421,24204143990.17%-15
FIRST TR EXCHANGE TRADED FD
HLTH CARE ALPH
3,2053,20503513350.15%-16
VANGUARD TAX-MANAGED FDS4,9064,638-2682462290.10%-17
VANGUARD INDEX FDS1,4971,412-852442260.10%-17
ISHARES TR7,5107,453-574404180.18%-22
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
11,25611,145-1111,2931,2700.55%-22
UNION PAC CORP(UNP)1,1511,15102832600.11%-23
SPDR DOW JONES INDL AVERAGE(DIA)739692-472942710.12%-23
CHEVRON CORP NEW(CVX)1,6351,490-1452582330.10%-25
BERKSHIRE HATHAWAY INC DEL605563-422542290.10%-25
PEPSICO INC(PEP)2,8482,849+14984700.20%-29
SSGA ACTIVE ETF TR
ST STR GLOBA ETF
12,91712,151-7665585250.23%-33
INVESCO EXCHANGE TRADED FD T
S&P500 EQL HLT
36,40837,340+9321,1571,1210.49%-36
FIRST TR EXCHANGE-TRADED FD8,2218,200-218708150.35%-55
PRAXIS PRECISION MEDICINES I(PRAX)12,91717,441+4,5247887210.31%-67
ISHARES TR3,2482,989-2591,7071,6360.71%-72
FIRST TR EXCHANGE-TRADED FD
FT VEST S&P 500
62,67265,075+2,4033,3663,2881.43%-79
ADVISORSHARES TR
PURE US CANN ETF
34,77333,907-8663482490.11%-100
FIRST TR EXCHANGE-TRADED FD132,740134,808+2,0683,6423,5431.54%-100
INVESCO EXCHANGE TRADED FD T
INTL DIVI ACHI
16,01010,512-5,4982971880.08%-108
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