Fund HoldingsPCG Wealth Advisors, LLC

Total Portfolio Value
$179.05M
Total Bought
$39.75M
Total Sold
$16.64M
Net Transaction
+$23.11M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
0179,715+179,71504,7752.67%+4,775
VANECK ETF TRUST
MRNGSTR WDE MOAT
4,38857,451+53,0633334,8762.72%+4,543
FIRST TR EXCHNG TRADED FD VI
FT VEST NASD ETF
0141,815+141,81503,8292.14%+3,829
AMERICAN CENTY ETF TR3,47948,409+44,9302013,0251.69%+2,824
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
4,83118,962+14,1317123,1961.78%+2,484
FIRST TR EXCH TRADED FD III
MANAGD MUN ETF
047,102+47,10202,4331.36%+2,433
INVESCO EXCHANGE TRADED FD T
S&P 100 EQL WIGH
026,974+26,97402,3621.32%+2,362
FIRST TR NASDAQ 100 TECH IND13,22720,776+7,5491,9223,6452.04%+1,724
VANECK ETF TRUST
GOLD MINERS ETF
0273,698+273,69808,4874.74%+8,487
AMERICAN CENTY ETF TR19,31537,993+18,6781,0182,1951.23%+1,177
FIRST TR EXCHANGE-TRADED FD6,87411,965+5,0911,0972,2321.25%+1,135
SPDR GOLD TR(GLD)40,17941,324+1,1456,8897,9004.41%+1,011
FIRST TR EXCHANGE-TRADED FD
RBA INDL ETF
039,611+39,61102,2911.28%+2,291
FIRST TR EXCHANGE-TRADED FD0148,733+148,733011,9056.65%+11,905
PACER FDS TR
US CASH COWS 100
69,98781,438+11,4513,4594,2342.36%+774
GLOBAL X FDS
GLOBAL X SILVER
0157,364+157,36404,4642.49%+4,464
SPDR S&P 500 ETF TR(SPY)012,502+12,50205,9423.32%+5,942
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
52,27660,576+8,3001,4761,9851.11%+509
AMERICAN CENTY ETF TR45,07446,583+1,5093,0383,5441.98%+506
AMERICAN CENTY ETF TR19,69222,582+2,8901,5352,0281.13%+493
INVESCO QQQ TR7,9008,072+1722,8303,3061.85%+475
INVESCO EXCHANGE TRADED FD T
S&P MDCP QUALITY
28,93830,374+1,4362,3312,6941.50%+364
J P MORGAN EXCHANGE TRADED F
SMALL & MID CAP
21,14425,586+4,4421,0251,3740.77%+350
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
25,77925,018-7613,6533,9482.20%+295
AMPLIFY ETF TR09,180+9,18002740.15%+274
MICROSOFT CORP(MSFT)3,5833,666+831,1321,3790.77%+247
ALPHABET INC(GOOG)01,723+1,72302430.14%+243
GARMIN LTD(GRMN)01,792+1,79202300.13%+230
SPDR SER TR
ST STR SP SEMI
0981+98102200.12%+220
CHEVRON CORP NEW(CVX)01,472+1,47202200.12%+220
APPLE INC(AAPL)7,9708,167+1971,3651,5720.88%+208
SPDR SER TR
ST STR SP AERO
01,504+1,50402040.11%+204
VANECK ETF TRUST
JUNIOR GOLD MINE
15,73718,592+2,8555077050.39%+198
AMAZON COM INC(AMZN)6,1496,377+2287829690.54%+187
ISHARES TR3,6373,644+71,5621,7400.97%+178
VANECK ETF TRUST
SEMICONDUCTR ETF
2,0652,614+5492994570.26%+158
GLOBAL X FDS
US INFR DEV ETF
021,714+21,71407480.42%+748
SPDR INDEX SHS FDS
ST STR PO EX ETF
50,34150,272-691,5611,7100.95%+149
ENERGY TRANSFER L P(ET)010,229+10,22901410.08%+141
ETF MANAGERS TR33,98042,871+8,8912884290.24%+141
PGIM ETF TR
PGIM ULTRA SH BD
56,73659,498+2,7622,8082,9391.64%+131
FIRST TR EXCHANGE TRADED FD
INDXX NAT RE ETF
386,744383,879-2,8654,8844,9982.79%+114
INVESCO EXCHANGE TRADED FD T
S&P500 EQL HLT
32,57133,461+8908929960.56%+104
NVIDIA CORPORATION(NVDA)1,0511,124+734575570.31%+99
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
31,73633,610+1,8741,4521,5480.86%+97
AMERICAN CENTY ETF TR57,65154,633-3,0183,2083,3011.84%+93
CANOPY GROWTH CORP018,063+18,0630920.05%+92
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
17,30217,152-1507958860.49%+91
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
11,73511,481-2549451,0310.58%+86
SELECT SECTOR SPDR TR
ST STR TECHN ETF
2,8112,81104615410.30%+80
SPDR SER TR
ST STR SP REGBNK
6,9196,797-1222893560.20%+67
FIRST TR EXCHANGE TRADED FD9,8769,332-5448298950.50%+65
ALPHABET INC(GOOG)3,0803,293+2134034600.26%+57
EPR PPTYS(EPR)7,9237,92303293840.21%+55
FIRST TR EXCHANGE-TRADED FD
NO AMER ENERGY
059,713+59,71301,6530.92%+1,653
AMERICAN CENTY ETF TR3,2213,498+2772362850.16%+49
UNION PAC CORP(UNP)1,1511,15102342830.16%+48
AMERICAN CENTY ETF TR12,29911,574-7255445910.33%+47
SSGA ACTIVE ETF TR
ST STR GLOBA ETF
13,87013,830-405305730.32%+43
COSTCO WHSL CORP NEW(COST)44044002492900.16%+42
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
5,4585,358-1002482880.16%+41
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
7,5047,50403493890.22%+40
VANGUARD INDEX FDS86286203393770.21%+38
FIRST TR EXCH TRADED FD III021,862+21,86203690.21%+369
AMERICAN CENTY ETF TR4,5555,120+5652032380.13%+36
HCA HEALTHCARE INC(HCA)1,1711,17102883170.18%+29
ISHARES TR8,1317,831-3003944230.24%+28
ONEOK INC NEW(OKE)4,0394,03902562840.16%+27
PAN AMERN SILVER CORP(PAAS)11,06511,410+3451601860.10%+26
ADVISORSHARES TR
PURE US CANN ETF
24,72131,721+7,0001962220.12%+26
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
2,7652,715-502602840.16%+25
VANGUARD TAX-MANAGED FDS4,6384,63802032220.12%+19
FIRST TR EXCHANGE TRADED FD
ENERGY ALPHADX
177,576186,282+8,7063,0933,1091.74%+16
AGENUS INC28,70047,550+18,85032390.02%+7
FIRST TR EXCHANGE-TRADED FD
DORSEY WRIGHT
15,90515,415-4904995050.28%+7
VANGUARD INDEX FDS1,4861,411-752052110.12%+6
BERKSHIRE HATHAWAY INC DEL60560502122160.12%+4
TESLA INC(TSLA)3,7643,804+409429450.53%+3
CRONOS GROUP INC(CRON)13,42513,425027280.02%+1
GABELLI EQUITY TR INC(GAB)23,11023,11001191170.07%-1
FIRST TR EXCHANGE TRADED FD
HLTH CARE ALPH
3,6953,425-2703593550.20%-4
WISDOMTREE TR(WT)4,0203,475-5452472310.13%-17
FIRST TR EXCHANGE-TRADED FD058,165+58,16501,4130.79%+1,413
PRAXIS PRECISION MEDICINES I29,5000-29,500500-50
EXXON MOBIL CORP04,351+4,35104350.24%+435
INVESCO EXCHANGE TRADED FD T
INTL DIVI ACHI
24,24119,023-5,2184053510.20%-54
MCDONALDS CORP(MCD)972677-2952562010.11%-55
INVESCO EXCHANGE TRADED FD T
ENERG EXPL ETF
19,37518,369-1,0066305680.32%-62
CANOPY GROWTH CORP82,0230-82,023640-64
PEPSICO INC(PEP)3,2722,848-4245554840.27%-71
ISHARES TR6,0434,497-1,5464373560.20%-80
ANTERO RESOURCES CORP(AR)19,58617,336-2,2504973930.22%-104
ISHARES TR15,75715,262-4951,5371,4220.79%-114
FIRST TR EXCHANGE-TRADED FD
LTD DUR INVT ETF
58,83750,825-8,0121,0829640.54%-118
GRANITESHARES PLATINUM TR(PLTM)18,6430-18,6431640-164
BARRICK GOLD CORP15,9250-15,9252320-232
WALMART INC(WMT)1,4710-1,4712350-235
HECLA MNG CO(HL)61,2930-61,2932400-240
AMERICAN CENTY ETF TR18,08512,514-5,5719557060.39%-249
PROCTER AND GAMBLE CO(PG)1,7150-1,7152500-250
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