Fund HoldingsPCG Wealth Advisors, LLC

Total Portfolio Value
$259.34M
Total Bought
$37.86M
Total Sold
$16.86M
Net Transaction
+$21.00M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
VANGUARD INDEX FDS013,611+13,61103,5841.38%+3,584
GLOBAL X FDS
GLOBAL X SILVER
303,525371,859+68,3349,46713,0495.03%+3,582
J P MORGAN EXCHANGE TRADED F
SMALL & MID CAP
044,103+44,10302,6891.04%+2,689
VANECK ETF TRUST
JUNIOR GOLD MINE
27,14175,988+48,8471,1433,7091.43%+2,566
VANECK ETF TRUST
GOLD MINERS ETF
432,400430,229-2,17114,67117,1326.61%+2,460
AMERICAN CENTY ETF TR54,46168,759+14,2984,8866,5972.54%+1,711
SPDR GOLD TR(GLD)035,224+35,22408,5623.30%+8,562
GLOBAL X FDS
GLOBAL X URANIUM
9,39060,971+51,5812721,7440.67%+1,473
T ROWE PRICE ETF INC
CAP APPRECIATION
6,81344,841+38,0282141,4910.57%+1,277
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
20,52126,019+5,4984,0455,2262.02%+1,181
SPDR SER TR
ST STR P500ETF
66,41280,178+13,7664,2505,4132.09%+1,162
VANECK ETF TRUST
CLO ETF
16,33837,444+21,1068651,9860.77%+1,121
WISDOMTREE TR(WT)5,23329,356+24,1232391,3420.52%+1,103
FIRST TR VALUE LINE DIVID IN
SHS
224,556225,097+5419,15110,2403.95%+1,089
GLOBAL X FDS
GLOBAL X COPPER
24,09644,448+20,3521,0872,1010.81%+1,014
JANUS DETROIT STR TR
HENDRSON AAA CL
8,14926,533+18,3844151,3500.52%+935
INVESCO EXCHANGE TRADED FD T
S&P MDCP QUALITY
41,85747,056+5,1994,0614,8271.86%+766
SPDR S&P 500 ETF TR(SPY)26,42125,971-45014,37914,9015.75%+522
INVESCO EXCHANGE TRADED FD T
S&P 100 EQL WIGH
34,69237,143+2,4513,2783,8001.47%+522
FIRST TR EXCHANGE TRADED FD110,773124,730+13,9573,3803,8941.50%+514
PGIM ETF TR
PGIM ULTRA SH BD
082,881+82,88104,1261.59%+4,126
AMERICAN CENTY ETF TR150,801151,242+4419,4769,9563.84%+480
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
07,504+7,50404670.18%+467
FIRST TR EXCHANGE-TRADED FD
RBA INDL ETF
46,15148,142+1,9913,1533,5951.39%+442
AMERICAN CENTY ETF TR59,03660,209+1,1733,8344,2551.64%+421
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
19,03624,670+5,6341,0421,4610.56%+418
MICROSOFT CORP(MSFT)5,5176,662+1,1452,4662,8671.11%+401
NEXTERA ENERGY INC(NEE)04,572+4,57203860.15%+386
AMPLIFY ETF TR155,140165,592+10,4521,7562,1340.82%+378
PACER FDS TR
US CASH COWS 100
079,206+79,20604,5801.77%+4,580
APPLE INC(AAPL)9,4269,999+5731,9852,3300.90%+344
SELECT SECTOR SPDR TR
ST STR STAPL ETF
43,60744,307+7003,3393,6771.42%+338
FIRST TR EXCHANGE-TRADED FD
FT VEST S&P 500
65,07566,094+1,0193,2883,6011.39%+313
BROADCOM INC(AVGO)01,711+1,71102950.11%+295
INTEL CORP(INTC)012,303+12,30302890.11%+289
ISHARES SILVER TR(SLV)09,930+9,93002820.11%+282
PRAXIS PRECISION MEDICINES I(PRAX)17,44117,359-827219990.39%+277
FIRST TR MORNINGSTAR DIVID L080,927+80,92703,3951.31%+3,395
JPMORGAN CHASE & CO.(JPM)01,133+1,13302390.09%+239
BP PLC(BP)07,266+7,26602280.09%+228
TESLA INC(TSLA)3,5773,575-27089350.36%+228
WALMART INC(WMT)02,793+2,79302260.09%+226
BARRICK GOLD CORP011,038+11,03802200.08%+220
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
121,439124,678+3,2393,5123,7271.44%+215
FIRST TR EXCHANGE-TRADED FD
WTR ETF
01,953+1,95302140.08%+214
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
46,92748,897+1,9701,5661,7790.69%+212
MCDONALDS CORP(MCD)0677+67702060.08%+206
FIRST TR EXCHANGE-TRADED FD076,669+76,66906,9622.68%+6,962
WISDOMTREE TR(WT)26,77229,011+2,2391,2931,4640.56%+171
SPDR INDEX SHS FDS
ST STR PO EX ETF
51,24051,919+6791,7971,9500.75%+153
PROSHARES TR17,50040,000+22,5001452960.11%+151
FIRST TR EXCHANGE-TRADED FD
BUYWRIT INCM ETF
145,661148,334+2,6733,2733,4151.32%+142
FIRST TR EXCHANGE-TRADED FD
NO AMER ENERGY
54,57453,351-1,2231,6621,7930.69%+130
VANECK ETF TRUST
SEMICONDUCTR ETF
4,3395,120+7811,1311,2570.48%+126
NVIDIA CORPORATION(NVDA)16,80518,076+1,2712,0762,1950.85%+119
HCA HEALTHCARE INC(HCA)1,2421,24203995050.19%+106
ISHARES TR2,9893,019+301,6361,7420.67%+106
AMAZON COM INC(AMZN)6,3917,174+7831,2351,3370.52%+102
EPR PPTYS(EPR)14,10414,10405926920.27%+100
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
37,65339,544+1,8911,7211,8150.70%+94
FIRST TR EXCHANGE-TRADED FD011,581+11,58102,4530.95%+2,453
FIRST TR EXCHANGE-TRADED FD8,2008,148-528158980.35%+83
INVESCO EXCHANGE TRADED FD T
S&P500 EQL HLT
37,34037,225-1151,1211,2000.46%+78
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
11,14511,191+461,2701,3470.52%+76
FIRST TR EXCHANGE-TRADED ALP
MID CP GR ALPH
020,883+20,88301,6630.64%+1,663
PEPSICO INC(PEP)2,8493,042+1934705170.20%+47
HECLA MNG CO(HL)049,675+49,67503310.13%+331
AMERICAN CENTY ETF TR11,61611,700+847107560.29%+46
AMERICAN CENTY ETF TR16,65216,110-5428318700.34%+39
FIRST TR EXCHNG TRADED FD VI
FT VEST NASD ETF
19,75120,465+7145846210.24%+37
GARMIN LTD(GRMN)1,8331,888+552993320.13%+34
FIRST TR EXCH TRADED FD III22,46023,377+9173904230.16%+33
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
2,6252,628+33033340.13%+31
BERKSHIRE HATHAWAY INC DEL56356302292590.10%+30
ONEOK INC NEW(OKE)3,9493,849-1003223510.14%+29
ALPHABET INC(GOOG)1,8802,219+3393453710.14%+26
VANGUARD INDEX FDS862865+34314560.18%+25
SPDR SER TR
ST STR SP AERO
1,4941,490-42092340.09%+25
UNION PAC CORP(UNP)1,1511,15102602840.11%+23
ALPHABET INC(GOOG)3,5754,048+4736516710.26%+20
COLGATE PALMOLIVE CO(CL)2,9232,92302843030.12%+20
SSGA ACTIVE ETF TR
ST STR GLOBA ETF
12,15111,926-2255255430.21%+18
ISHARES TR4,5044,50403974140.16%+17
AMERICAN CENTY ETF TR5,6645,751+872612780.11%+17
PROCTER AND GAMBLE CO(PG)1,9161,922+63163330.13%+17
SPDR SER TR
ST STR P400MID
4,8394,83902482650.10%+16
COSTCO WHSL CORP NEW(COST)44044003743900.15%+16
VANGUARD TAX-MANAGED FDS4,6384,63802292450.09%+16
ARES CAPITAL CORP(ARCC)17,79518,455+6603713860.15%+16
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
5,4885,473-153103240.12%+15
SIBANYE STILLWATER LTD(SBSW)23,33326,333+3,0001011080.04%+7
SPDR DOW JONES INDL AVERAGE(DIA)692655-372712770.11%+6
FIRST TR EXCHANGE-TRADED FD
DORSEY WRIGHT
15,22015,133-875375420.21%+5
SELECT SECTOR SPDR TR
ST STR TECHN ETF
2,8102,839+296366410.25%+5
AMPLIFY ETF TR9,8389,398-4403493530.14%+4
FIRST TR EXCHANGE TRADED FD
HLTH CARE ALPH
3,2053,025-1803353380.13%+3
VANGUARD INDEX FDS1,4121,312-1002262290.09%+3
ENERGY TRANSFER L P(ET)12,84913,086+2372082100.08%+2
CRONOS GROUP INC(CRON)13,42513,425031290.01%-2
ISHARES TR7,4536,920-5334184100.16%-8
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