Fund HoldingsPCG Wealth Advisors, LLC

Total Portfolio Value
$195.51M
Total Bought
$14.20M
Total Sold
$113.04M
Net Transaction
-$98.83M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
SPDR S&P 500 ETF TR(SPY)26,67226,461-21114,92016,3498.36%+1,429
FREEPORT-MCMORAN INC(FCX)031,018+31,01801,3450.69%+1,345
GLOBAL X FDS
GLOBAL X URANIUM
071,445+71,44502,7731.42%+2,773
FIRST TR EXCHANGE TRADED FD
HLTH CARE ALPH
2,52513,473+10,9482621,3970.71%+1,135
NVIDIA CORPORATION(NVDA)019,461+19,46103,0751.57%+3,075
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
45,58750,841+5,2543,1094,1382.12%+1,029
VANECK ETF TRUST
SEMICONDUCTR ETF
6,9668,902+1,9361,4732,4821.27%+1,009
VANECK ETF TRUST
URANI NUCLE ETF
08,510+8,51009460.48%+946
MICROSOFT CORP(MSFT)05,960+5,96002,9651.52%+2,965
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
40,68042,120+1,4402,5633,1831.63%+621
GLOBAL X FDS
GLOBAL X COPPER
63,67269,065+5,3932,4883,1081.59%+620
SPDR SERIES TRUST
ST STR P500ETF
155,312148,916-6,39610,21310,8255.54%+611
FIRST TR EXCHANGE-TRADED FD015,212+15,21203,2381.66%+3,238
ISHARES TR3,7044,063+3592,0812,5231.29%+441
FIRST TR EXCHANGE-TRADED FD
SHS
0201,579+201,57909,0114.61%+9,011
FIRST TR EXCHANGE-TRADED FD72,08175,280+3,1996,4616,8423.50%+381
VANGUARD INDEX FDS013,388+13,38803,8201.95%+3,820
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
23,96221,591-2,3712,7113,0021.54%+291
AMAZON COM INC(AMZN)07,503+7,50301,6460.84%+1,646
ISHARES SILVER TR(SLV)14,09321,332+7,2394377000.36%+263
NETFLIX INC(NFLX)0195+19502610.13%+261
FIRST TR EXCHANGE-TRADED FD5,4325,427-51,2071,4620.75%+255
FIRST TR EXCHANGE-TRADED FD8,1027,995-1079051,1590.59%+253
APPLIED MATLS INC01,349+1,34902470.13%+247
SPDR INDEX SHS FDS
ST STR PO EX ETF
54,79655,305+5091,9952,2391.15%+244
SPDR SERIES TRUST
ST STR P500GRW
13,98714,284+2971,1241,3620.70%+237
WISDOMTREE TR(WT)02,451+2,45102010.10%+201
PACER FDS TR
US CASH COWS 100
94,55797,438+2,8815,1785,3692.75%+191
WISDOMTREE TR(WT)38,37640,681+2,3051,6661,8330.94%+167
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
29,53630,136+6001,7291,8910.97%+162
SELECT SECTOR SPDR TR
ST STR TECHN ETF
2,9392,93906077440.38%+137
ALPHABET INC(GOOG)4,2284,475+2476547890.40%+135
TESLA INC(TSLA)4,8354,313-5221,2531,3700.70%+117
WISDOMTREE TR(WT)9,0489,950+9027438600.44%+116
EPR PPTYS(EPR)19,88019,88001,0461,1580.59%+112
VANGUARD INDEX FDS1,1431,201+585876820.35%+95
WISDOMTREE TR(WT)32,36531,579-7861,4151,4990.77%+84
HECLA MNG CO(HL)23,17535,520+12,3451292130.11%+84
SPDR SERIES TRUST
ST STR SP AERO
1,4891,488-12393140.16%+75
META PLATFORMS INC(META)386389+32232870.15%+65
BERKSHIRE HATHAWAY INC DEL739940+2013944570.23%+63
ALPHABET INC(GOOG)2,2702,235-353553960.20%+42
WALMART INC(WMT)2,9193,024+1052562960.15%+39
HCA HEALTHCARE INC(HCA)1,2841,252-324444800.25%+36
ISHARES TR4,6224,626+43854210.22%+36
EXXON MOBIL CORP03,410+3,41003680.19%+368
VANGUARD TAX-MANAGED FDS4,6384,63802362640.14%+29
SELECT SECTOR SPDR TR
ST STR FINL ETF
30,84229,879-9631,5361,5650.80%+29
VANECK ETF TRUST
MRNGSTR WDE MOAT
010,882+10,88201,0210.52%+1,021
FIRST TR EXCH TRADED FD III82,06082,426+3661,4431,4670.75%+24
COSTCO WHSL CORP NEW(COST)52552504975200.27%+23
FIRST TR EXCHANGE-TRADED ALP
COM SHS
2,2872,332+452062270.12%+21
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
42,82142,990+1691,9551,9731.01%+18
SPDR SERIES TRUST
ST STR P400MID
4,8394,83902482630.13%+15
AT&T INC(T)14,07614,232+1563984120.21%+14
SPDR DOW JONES INDL AVERAGE(DIA)65565502752890.15%+14
ISHARES TR6,7676,643-1244074160.21%+9
SELECT SECTOR SPDR TR
ST STR ENERG ETF
04,584+4,58403890.20%+389
FIRST TR EXCHANGE TRADED FD
DORSEY WRIGHT
15,06515,06505305350.27%+5
VANGUARD INDEX FDS1,3121,31202272320.12%+5
ISHARES TR04,000+4,00002110.11%+211
UNION PAC CORP(UNP)1,1511,15102722650.14%-7
PROCTER AND GAMBLE CO(PG)1,9352,019+843303220.16%-8
FIRST TR EXCHANGE TRADED FD
INDXX NAT RE ETF
080,182+80,18201,1410.58%+1,141
GARMIN LTD(GRMN)1,8881,88804103940.20%-16
CRONOS GROUP INC(CRON)10,6250-10,625190-19
JPMORGAN CHASE & CO.(JPM)924715-2092272070.11%-19
ENERGY TRANSFER L P(ET)14,42613,667-7592682480.13%-20
BP PLC(BP)6,8786,87802322060.11%-27
TARGA RES CORP(TRGP)1,2101,21002432110.11%-32
PEPSICO INC(PEP)2,9733,116+1434464110.21%-34
COLGATE PALMOLIVE CO(CL)2,9232,486-4372742260.12%-48
FORTUNA MNG CORP(FSM)10,0000-10,000610-61
ONEOK INC NEW(OKE)3,6393,63903612970.15%-64
GABELLI EQUITY TR INC(GAB)11,9200-11,920660-66
FIRST TR EXCHANGE-TRADED FD82,91584,212+1,2973,6023,5261.80%-76
ARES CAPITAL CORP(ARCC)22,02418,639-3,3854884090.21%-79
SELECT SECTOR SPDR TR
ST STR STAPL ETF
40,73639,709-1,0273,3273,2151.64%-112
APPLE INC(AAPL)010,133+10,13302,0791.06%+2,079
ENTERPRISE PRODS PARTNERS L(EPD)5,8800-5,8802010-201
ADVISORSHARES TR
PURE US CANN ETF
81,4330-81,4332130-213
MCDONALDS CORP(MCD)6850-6852140-214
AMERICAN CENTY ETF TR2,3330-2,3332160-216
FIRST TR EXCHANGE TRADED FD
ENERGY ALPHADX
0149,576+149,57602,2711.16%+2,271
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
7,3510-7,3512520-252
SPDR SER TR
ST STR BLO 1 ETF
3,0100-3,0102760-276
ISHARES TR2,8500-2,8502870-287
FIRST TR EXCHANGE-TRADED FD
NO AMER ENERGY
66,10858,416-7,6922,4782,1911.12%-287
BROADCOM INC(AVGO)1,7160-1,7162870-287
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
11,4050-11,4054060-406
INVESCO EXCHANGE TRADED FD T
ENERG EXPL ETF
000000
FIRST TR EXCHANGE TRAD FD VI
FST TR GLB FD
133,909121,031-12,8783,4172,9861.53%-432
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
7,5040-7,5044540-454
AMERICAN CENTY ETF TR7,4290-7,4294920-492
AMPLIFY ETF TR13,5050-13,5054980-498
FIRST TR EXCH TRADED FD III
MANAGD MUN ETF
08,995+8,99504480.23%+448
VANECK ETF TRUST
JUNIOR GOLD MINE
93,37471,080-22,2945,3414,8042.46%-537
INVESCO EXCHANGE TRADED FD T
S&P500 EQL HLT
000000
PRAXIS PRECISION MEDICINES I(PRAX)000000
T ROWE PRICE ETF INC
CAP APPRECIATION
000000
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