Fund HoldingsPCG Wealth Advisors, LLC

Total Portfolio Value
$270.83M
Total Bought
$27.97M
Total Sold
$15.62M
Net Transaction
+$12.36M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
0116,994+116,99406,9932.58%+6,993
SPDR SER TR
ST STR P500ETF
80,178128,877+48,6995,4138,8853.28%+3,472
INVESCO EXCH TRADED FD TR II014,085+14,08501,6350.60%+1,635
SELECT SECTOR SPDR TR
ST STR FINL ETF
030,876+30,87601,4920.55%+1,492
FIRST TR EXCHANGE-TRADED FD0171,844+171,84404,2331.56%+4,233
SPDR SER TR
ST STR P500GRW
011,105+11,10509760.36%+976
AMERICAN CENTY ETF TR022,065+22,06509250.34%+925
SPDR GOLD TR(GLD)35,22438,894+3,6708,5629,4173.48%+856
CAPITAL GROUP CORE BALANCED
SHS
026,609+26,60908320.31%+832
FIRST TR EXCH TRADED FD III23,37765,440+42,0634231,1580.43%+735
RILEY EXPLORATION PERMIAN IN0105,134+105,13403,3561.24%+3,356
FIRST TR EXCHANGE TRADED FD
ENERGY ALPHADX
0320,815+320,81505,2421.94%+5,242
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
07,040+7,04001,2340.46%+1,234
ISHARES TR08,000+8,00004140.15%+414
T ROWE PRICE ETF INC
CAP APPRECIATION
44,84156,640+11,7991,4911,8840.70%+393
TESLA INC(TSLA)3,5753,275-3009351,3230.49%+387
AMERICAN CENTY ETF TR68,75972,178+3,4196,5976,9672.57%+370
PRAXIS PRECISION MEDICINES I(PRAX)17,35917,282-779991,3300.49%+331
AT&T INC(T)013,200+13,20003010.11%+301
JANUS DETROIT STR TR
HENDRSON AAA CL
26,53331,795+5,2621,3501,6120.60%+262
AMAZON COM INC(AMZN)7,1747,284+1101,3371,5980.59%+261
AMERICAN CENTY ETF TR151,242152,902+1,6609,95610,2093.77%+253
VANECK ETF TRUST
CLO ETF
37,44442,427+4,9831,9862,2390.83%+253
PROSHARES TR08,000+8,00002490.09%+249
FIRST TR EXCHNG TRADED FD VI
SMIT UNCO BD ETF
010,050+10,05002480.09%+248
NVIDIA CORPORATION(NVDA)18,07618,038-382,1952,4220.89%+227
TARGA RES CORP(TRGP)01,210+1,21002160.08%+216
AMPLIFY ETF TR9,39812,985+3,5873535610.21%+208
ISHARES TR016,499+16,49901,4790.55%+1,479
INVESCO EXCHANGE TRADED FD T
S&P MDCP QUALITY
47,05650,877+3,8214,8275,0101.85%+183
AMERICAN CENTY ETF TR038,058+38,05803,7941.40%+3,794
APPLE INC(AAPL)9,99910,000+12,3302,5040.92%+175
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
124,678127,677+2,9993,7273,8901.44%+164
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
24,67027,207+2,5371,4611,6090.59%+148
INVESCO EXCHANGE TRADED FD T
S&P 100 EQL WIGH
37,14338,507+1,3643,8003,9381.45%+138
FIRST TR EXCHANGE-TRADED FD124,730128,288+3,5583,8944,0281.49%+134
VANECK ETF TRUST
JUNIOR GOLD MINE
75,98889,895+13,9073,7093,8431.42%+134
FIRST TR EXCHANGE-TRADED ALP
MID CP GR ALPH
20,88322,311+1,4281,6631,7850.66%+122
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
39,54441,840+2,2961,8151,9350.71%+120
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
2,6283,787+1,1593344520.17%+118
VANGUARD INDEX FDS13,61113,708+973,5843,6971.37%+113
J P MORGAN EXCHANGE TRADED F
SMALL & MID CAP
44,10346,194+2,0912,6892,7931.03%+105
BROADCOM INC(AVGO)1,7111,713+22953970.15%+102
ALPHABET INC(GOOG)4,0484,071+236717710.28%+99
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
48,89752,265+3,3681,7791,8740.69%+95
FIRST TR EXCHNG TRADED FD VI
FT VEST NASD ETF
20,46522,775+2,3106217160.26%+95
PACER FDS TR
US CASH COWS 100
79,20682,712+3,5064,5804,6721.72%+91
WISDOMTREE TR(WT)29,35632,953+3,5971,3421,4320.53%+91
VANECK ETF TRUST
SEMICONDUCTR ETF
5,1205,503+3831,2571,3330.49%+76
FIRST TR EXCHANGE-TRADED FD
NO AMER ENERGY
53,35152,319-1,0321,7931,8650.69%+73
FIRST TR EXCHANGE-TRADED FD8,1488,115-338989700.36%+72
AMPLIFY ETF TR165,592221,810+56,2182,1342,2030.81%+68
SPDR S&P 500 ETF TR(SPY)25,97125,526-44514,90114,9605.52%+59
GARMIN LTD(GRMN)1,8881,88803323890.14%+57
ARES CAPITAL CORP(ARCC)18,45520,253+1,7983864430.16%+57
GLOBAL X FDS
GLOBAL X URANIUM
60,97167,203+6,2321,7441,8000.66%+55
ALPHABET INC(GOOG)2,2192,220+13714230.16%+52
ENERGY TRANSFER L P(ET)13,08613,122+362102570.09%+47
WALMART INC(WMT)2,7932,919+1262262640.10%+38
ADVISORSHARES TR
PURE US CANN ETF
063,045+63,04502400.09%+240
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
11,19111,205+141,3471,3840.51%+38
ISHARES TR3,0193,015-41,7421,7750.66%+33
JPMORGAN CHASE & CO.(JPM)1,1331,13302392720.10%+33
VANGUARD INDEX FDS865905+404564870.18%+31
WISDOMTREE TR(WT)29,01132,985+3,9741,4641,4930.55%+29
ONEOK INC NEW(OKE)3,8493,739-1103513750.14%+25
AMERICAN CENTY ETF TR16,11016,450+3408708940.33%+24
COSTCO WHSL CORP NEW(COST)440450+103904120.15%+22
MICROSOFT CORP(MSFT)6,6626,850+1882,8672,8871.07%+20
SELECT SECTOR SPDR TR
ST STR TECHN ETF
2,8392,83906416600.24%+19
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
5,4735,401-723243430.13%+19
BERKSHIRE HATHAWAY INC DEL563601+382592720.10%+13
SPDR SER TR
ST STR SP AERO
1,4901,49002342470.09%+13
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
7,5047,50404674780.18%+12
FIRST TR EXCHANGE-TRADED FD
DORSEY WRIGHT
15,13315,065-685425510.20%+9
AMERICAN CENTY ETF TR02,252+2,25202180.08%+218
SPDR DOW JONES INDL AVERAGE(DIA)65565502772790.10%+2
FIRST TR EXCHANGE-TRADED FD
BUYWRIT INCM ETF
148,334146,761-1,5733,4153,4151.26%+1
SPDR SER TR
ST STR P400MID
4,8394,83902652650.10%0
CRONOS GROUP INC(CRON)13,42513,425029270.01%-2
ISHARES TR4,5044,517+134144110.15%-3
MCDONALDS CORP(MCD)677699+222062020.07%-4
VANGUARD INDEX FDS1,3121,31202292220.08%-7
GABELLI EQUITY TR INC(GAB)015,810+15,8100850.03%+85
AMERICAN CENTY ETF TR5,7515,865+1142782690.10%-8
PROCTER AND GAMBLE CO(PG)1,9221,929+73333230.12%-10
ISHARES TR6,9206,837-834103990.15%-11
SSGA ACTIVE ETF TR
ST STR GLOBA ETF
11,92612,012+865435310.20%-12
UNION PAC CORP(UNP)1,1511,15102842620.10%-21
VANGUARD TAX-MANAGED FDS4,6384,63802452220.08%-23
BP PLC(BP)7,2666,878-3882282030.08%-25
FIRST TR NASDAQ 100 TECH IND022,300+22,30004,1991.55%+4,199
ISHARES SILVER TR(SLV)9,9309,462-4682822490.09%-33
COLGATE PALMOLIVE CO(CL)2,9232,92303032660.10%-38
AMERICAN CENTY ETF TR11,70011,985+2857567050.26%-51
AMERICAN CENTY ETF TR07,429+7,42904560.17%+456
PEPSICO INC(PEP)3,0423,04205174620.17%-55
EXXON MOBIL CORP06,484+6,48406980.26%+698
EPR PPTYS(EPR)14,10414,10406926250.23%-67
FIRST TR EXCHANGE TRADED FD
HLTH CARE ALPH
3,0252,525-5003382630.10%-75
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