Fund HoldingsPCG Wealth Advisors, LLC

Total Portfolio Value
$152.45M
Total Bought
$15.56M
Total Sold
$22.84M
Net Transaction
-$7.28M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
SPDR GOLD TR(GLD)15,24740,179+24,9322,7186,8894.52%+4,171
ISHARES TR015,757+15,75701,5371.01%+1,537
AMERICAN CENTY ETF TR24,21145,074+20,8631,6733,0381.99%+1,364
FIRST TR EXCHANGE TRAD FD VI
FST TR GLB FD
361,354381,022+19,6688,2289,1456.00%+916
FIRST TR EXCHANGE TRADED FD
ENERGY ALPHADX
143,169177,576+34,4072,2393,0932.03%+854
FIRST TR EXCHANGE TRADED FD
INDXX NAT RE ETF
325,647386,744+61,0974,0934,8843.20%+791
INVESCO EXCHANGE TRADED FD T
ENERG EXPL ETF
019,375+19,37506300.41%+630
J P MORGAN EXCHANGE TRADED F
SMALL & MID CAP
11,76521,144+9,3795901,0250.67%+434
AMERICAN CENTY ETF TR11,10319,315+8,2125921,0180.67%+425
PGIM ETF TR
PGIM ULTRA SH BD
48,93456,736+7,8022,4182,8081.84%+390
SELECT SECTOR SPDR TR
ST STR ENERG ETF
40,87840,700-1783,3183,6792.41%+361
FIRST TR EXCHANGE-TRADED FD
BUYWRIT INCM ETF
016,458+16,45803360.22%+336
VANECK ETF TRUST
MRNGSTR WDE MOAT
04,388+4,38803330.22%+333
VANECK ETF TRUST
SEMICONDUCTR ETF
02,065+2,06502990.20%+299
VANECK ETF TRUST
JUNIOR GOLD MINE
6,77415,737+8,9632425070.33%+266
ONEOK INC NEW(OKE)04,039+4,03902560.17%+256
GRANITESHARES PLATINUM TR(PLTM)018,643+18,64301640.11%+164
PAN AMERN SILVER CORP(PAAS)011,065+11,06501600.11%+160
INVESCO EXCHANGE TRADED FD T
S&P MDCP QUALITY
26,98628,938+1,9522,1782,3311.53%+153
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
3,7694,831+1,0625737120.47%+139
PACER FDS TR
US CASH COWS 100
69,57269,987+4153,3303,4592.27%+129
SPDR SER TR
ST STR P500ETF
34,67038,394+3,7241,8071,9301.27%+123
FIRST TR EXCHANGE-TRADED FD5,9946,874+8809771,0970.72%+120
HECLA MNG CO(HL)061,293+61,29302400.16%+240
AMERICAN CENTY ETF TR18,64919,692+1,0431,4471,5351.01%+88
NVIDIA CORPORATION(NVDA)8751,051+1763714570.30%+87
SOUTHWESTERN ENERGY CO137,942139,192+1,2508298980.59%+69
ADVISORSHARES TR
PURE US CANN ETF
024,721+24,72101960.13%+196
PRAXIS PRECISION MEDICINES I029,500+29,5000500.03%+50
CANOPY GROWTH CORP082,023+82,0230640.04%+64
ALPHABET INC(GOOG)3,0803,08003694030.26%+34
AGENUS INC028,700+28,7000320.02%+32
ETF MANAGERS TR27,68033,980+6,3002602880.19%+29
AMERICAN CENTY ETF TR11,35412,299+9455185440.36%+26
TESLA INC(TSLA)3,5143,764+2509209420.62%+22
INVESCO EXCHANGE TRADED FD T
S&P500 EQL HLT
2,92832,571+29,6438738920.59%+20
COSTCO WHSL CORP NEW(COST)44044002372490.16%+12
BERKSHIRE HATHAWAY INC DEL60560502062120.14%+6
WALMART INC(WMT)1,4711,47102312350.15%+4
SPDR SER TR
ST STR P400MID
22,50823,637+1,1291,0331,0350.68%+2
AMERICAN CENTY ETF TR3,1533,221+682372360.15%-1
UNION PAC CORP(UNP)1,1511,15102362340.15%-1
SELECT SECTOR SPDR TR
ST STR DISCR ETF
3,9694,179+2106746730.44%-1
CRONOS GROUP INC(CRON)013,425+13,4250270.02%+27
AMERICAN CENTY ETF TR55,94857,651+1,7033,2113,2082.10%-3
ORGANIGRAM HLDGS INC000000
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
5,5665,458-1082532480.16%-5
VANGUARD INDEX FDS1,4851,486+12112050.13%-6
PROCTER AND GAMBLE CO(PG)1,6981,715+172582500.16%-7
WISDOMTREE TR(WT)4,0504,020-302582470.16%-10
VANGUARD INDEX FDS86286203513390.22%-13
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
52,57752,276-3011,4881,4760.97%-13
GABELLI EQUITY TR INC(GAB)023,110+23,11001190.08%+119
ISHARES TR6,0436,04304534370.29%-17
AMAZON COM INC(AMZN)6,1496,14908027820.51%-20
AMERICAN CENTY ETF TR3,8743,479-3952232010.13%-22
SSGA ACTIVE ETF TR
ST STR GLOBA ETF
13,87013,87005555300.35%-25
SPDR SER TR
ST STR SP REGBNK
7,7756,919-8563172890.19%-28
AMERICAN CENTY ETF TR5,0814,555-5262322030.13%-29
FIRST TR EXCHANGE-TRADED FD
LTD DUR INVT ETF
59,92758,837-1,0901,1161,0820.71%-34
MCDONALDS CORP(MCD)97297202902560.17%-34
FIRST TR EXCHANGE-TRADED FD
DORSEY WRIGHT
15,92615,905-215354990.33%-37
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
8,0327,504-5283873490.23%-38
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
2,8402,765-752992600.17%-39
EPR PPTYS(EPR)7,9237,92303713290.22%-42
ANTERO RESOURCES CORP(AR)23,40419,586-3,8185394970.33%-42
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
12,45411,735-7199909450.62%-46
PEPSICO INC(PEP)3,2593,272+136045550.36%-49
SPDR DOW JONES INDL AVERAGE(DIA)2,0171,919-986946430.42%-51
INVESCO EXCHANGE TRADED FD T
INTL DIVI ACHI
25,27224,241-1,0314564050.27%-51
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
18,00317,302-7018487950.52%-53
FIRST TR EXCHANGE TRADED FD
HLTH CARE ALPH
3,8153,695-1204133590.24%-54
SPDR INDEX SHS FDS
ST STR PO EX ETF
49,74650,341+5951,6191,5611.02%-58
ISHARES TR3,6473,637-101,6261,5621.02%-64
SPDR SER TR
ST STR R1K YLD
4,9674,475-4924734090.27%-64
ISHARES TR8,1548,131-234603940.26%-66
HCA HEALTHCARE INC(HCA)1,1711,17103552880.19%-67
VANGUARD TAX-MANAGED FDS5,9294,638-1,2912742030.13%-71
APPLE INC(AAPL)7,4117,970+5591,4381,3650.90%-73
INVESCO EXCH TRADED FD TR II
S&P SMALLCAP 600
5,55715,265+9,7086305560.36%-74
FIRST TR NASDAQ 100 TECH IND13,56713,227-3401,9971,9221.26%-75
FIRST TR EXCHANGE TRADED FD10,3619,876-4859148290.54%-84
MICROSOFT CORP(MSFT)3,5803,583+31,2191,1320.74%-88
SELECT SECTOR SPDR TR
ST STR TECHN ETF
3,1792,811-3685534610.30%-92
SIBANYE STILLWATER LTD(SBSW)000000
FIRST TR EXCHANGE TRADED FD
CONSUMR STAPLE
12,71511,633-1,0827977020.46%-95
UNITED STS NAT GAS FD LP000000
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
25,36525,779+4143,7963,6532.40%-143
BARRICK GOLD CORP22,92515,925-7,0003882320.15%-156
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
35,67431,736-3,9381,6161,4520.95%-164
INVESCO QQQ TR8,1847,900-2843,0232,8301.86%-193
FIRST TR EXCHANGE TRADED FD
WTR ETF
000000
CHEVRON CORP NEW(CVX)1,2950-1,2952040-204
AMERICAN CENTY ETF TR21,76518,085-3,6801,1719550.63%-216
AMPLIFY ETF TR9,6320-9,6322190-219
FIRST TR EXCHANGE-TRADED FD4,7730-4,7732440-244
SPDR SER TR
ST STR SP DIV
2,1210-2,1212600-260
NEWMONT CORP(NEM)6,5750-6,5752800-280
SPDR SER TR
ST STR SP600 SML
96,50793,873-2,6343,7483,4642.27%-284
SPDR SER TR
ST STR NYSE TECH
2,1170-2,1172960-296
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