PCG Wealth Advisors, LLC Diversified Active

CIK: 0001905393 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Jul 15, 2024

Total Value ($000): $229,878 (100.0% shares, 0.0% debt)

Holdings (119)

GDX VANECK ETF TRUST 6.4%
Value ($000) $14,671 Shares 432,400 Est. Cost $28.02 Unrealized
SPY SPDR S&P 500 ETF TR 6.3%
Value ($000) $14,379 Shares 26,421 Est. Cost $473.15 Unrealized
AVLV AMERICAN CENTY ETF TR 4.1%
Value ($000) $9,476 Shares 150,801 Est. Cost $61.76 Unrealized
SIL GLOBAL X FDS 4.1%
Value ($000) $9,467 Shares 303,525 Est. Cost $28.27 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 4.0%
Value ($000) $9,151 Shares 224,556 Est. Cost $40.21 Unrealized
GLD SPDR GOLD TR 3.0%
Value ($000) $6,964 Shares 32,389 Est. Cost $173.48 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 3.0%
Value ($000) $6,785 Shares 80,738 Est. Cost $76.17 Unrealized
FXN FIRST TR EXCHANGE TRADED FD 2.3%
Value ($000) $5,383 Shares 295,769 Est. Cost $17.53 Unrealized
AVUV AMERICAN CENTY ETF TR 2.1%
Value ($000) $4,886 Shares 54,461 Est. Cost $86.34 Unrealized
QTEC FIRST TR NASDAQ 100 TECH IND 2.0%
Value ($000) $4,499 Shares 22,786 Est. Cost $158.04 Unrealized
FTGC FIRST TR EXCHANGE TRAD FD VI 1.9%
Value ($000) $4,279 Shares 178,946 Est. Cost $24.80 Unrealized
SPYM SPDR SER TR 1.8%
Value ($000) $4,250 Shares 66,412 Est. Cost $60.64 Unrealized
COWZ PACER FDS TR 1.8%
Value ($000) $4,210 Shares 77,264 Est. Cost $43.14 Unrealized
XMHQ INVESCO EXCHANGE TRADED FD T 1.8%
Value ($000) $4,061 Shares 41,857 Est. Cost $78.42 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 1.8%
Value ($000) $4,045 Shares 20,521 Est. Cost $163.34 Unrealized
QGRO AMERICAN CENTY ETF TR 1.7%
Value ($000) $3,874 Shares 45,058 Est. Cost $66.81 Unrealized
AVDV AMERICAN CENTY ETF TR 1.7%
Value ($000) $3,834 Shares 59,036 Est. Cost $62.80 Unrealized
PULS PGIM ETF TR 1.6%
Value ($000) $3,634 Shares 73,115 Est. Cost $49.36 Unrealized
MOAT VANECK ETF TRUST 1.6%
Value ($000) $3,570 Shares 41,219 Est. Cost $85.15 Unrealized
FCG FIRST TR EXCHANGE-TRADED FD 1.5%
Value ($000) $3,543 Shares 134,808 Est. Cost $25.62 Unrealized
BUFR FIRST TR EXCHNG TRADED FD VI 1.5%
Value ($000) $3,512 Shares 121,439 Est. Cost $27.04 Unrealized
FTGS FIRST TR EXCHANGE TRADED FD 1.5%
Value ($000) $3,380 Shares 110,773 Est. Cost $30.51 Unrealized
AVDE AMERICAN CENTY ETF TR 1.5%
Value ($000) $3,357 Shares 53,917 Est. Cost $54.03 Unrealized
XLP SELECT SECTOR SPDR TR 1.5%
Value ($000) $3,339 Shares 43,607 Est. Cost $76.38 Unrealized
QQQ INVESCO QQQ TR 1.4%
Value ($000) $3,303 Shares 6,893 Est. Cost $337.93 Unrealized
KNG FIRST TR EXCHANGE-TRADED FD 1.4%
Value ($000) $3,288 Shares 65,075 Est. Cost $53.59 Unrealized
EQWL INVESCO EXCHANGE TRADED FD T 1.4%
Value ($000) $3,278 Shares 34,692 Est. Cost $89.16 Unrealized
FTHI FIRST TR EXCHANGE-TRADED FD 1.4%
Value ($000) $3,273 Shares 145,661 Est. Cost $22.47 Unrealized
AIRR FIRST TR EXCHANGE-TRADED FD 1.4%
Value ($000) $3,153 Shares 46,151 Est. Cost $55.35 Unrealized
FDL FIRST TR MORNINGSTAR DIVID L 1.4%
Value ($000) $3,145 Shares 82,912 Est. Cost $35.87 Unrealized
REPX RILEY EXPLORATION PERMIAN IN 1.3%
Value ($000) $3,038 Shares 107,326 Est. Cost $32.58 Unrealized -23.3%
MSFT MICROSOFT CORP 1.1%
Value ($000) $2,466 Shares 5,517 Est. Cost $325.50 Unrealized +28.2%
XLE SELECT SECTOR SPDR TR 1.1%
Value ($000) $2,415 Shares 26,492 Est. Cost $87.61 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 1.0%
Value ($000) $2,368 Shares 11,553 Est. Cost $180.78 Unrealized
JMEE J P MORGAN EXCHANGE TRADED F 1.0%
Value ($000) $2,286 Shares 40,352 Est. Cost $52.88 Unrealized
FLMX FRANKLIN TEMPLETON ETF TR 0.9%
Value ($000) $2,140 Shares 75,939 Est. Cost $32.86 Unrealized
NVDA NVIDIA CORPORATION 0.9%
Value ($000) $2,076 Shares 16,805 Est. Cost $96.01 Unrealized +5.3%
FMB FIRST TR EXCHANGE-TRADED FD 0.9%
Value ($000) $2,024 Shares 39,648 Est. Cost $51.66 Unrealized
AAPL APPLE INC 0.9%
Value ($000) $1,985 Shares 9,426 Est. Cost $162.69 Unrealized +13.8%
FTRI FIRST TR EXCHANGE TRADED FD 0.8%
Value ($000) $1,906 Shares 146,930 Est. Cost $12.53 Unrealized
SPDW SPDR INDEX SHS FDS 0.8%
Value ($000) $1,797 Shares 51,240 Est. Cost $31.05 Unrealized
SILJ AMPLIFY ETF TR 0.8%
Value ($000) $1,756 Shares 155,140 Est. Cost $10.87 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 0.7%
Value ($000) $1,721 Shares 37,653 Est. Cost $44.81 Unrealized
EMLP FIRST TR EXCHANGE-TRADED FD 0.7%
Value ($000) $1,662 Shares 54,574 Est. Cost $24.84 Unrealized
IVV ISHARES TR 0.7%
Value ($000) $1,636 Shares 2,989 Est. Cost $418.74 Unrealized
FNY FIRST TR EXCHANGE-TRADED ALP 0.7%
Value ($000) $1,587 Shares 21,574 Est. Cost $75.61 Unrealized
SDVY FIRST TR EXCHANGE-TRADED FD 0.7%
Value ($000) $1,566 Shares 46,927 Est. Cost $27.52 Unrealized
IEO ISHARES TR 0.6%
Value ($000) $1,424 Shares 14,309 Est. Cost $97.53 Unrealized
PLTM GRANITESHARES PLATINUM TR 0.6%
Value ($000) $1,415 Shares 146,311 Est. Cost $9.67 Unrealized
EPI WISDOMTREE TR 0.6%
Value ($000) $1,293 Shares 26,772 Est. Cost $48.28 Unrealized
XMMO INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $1,270 Shares 11,145 Est. Cost $70.81 Unrealized
AMZN AMAZON COM INC 0.5%
Value ($000) $1,235 Shares 6,391 Est. Cost $124.25 Unrealized +47.8%
PXE INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $1,145 Shares 34,628 Est. Cost $31.27 Unrealized
GDXJ VANECK ETF TRUST 0.5%
Value ($000) $1,143 Shares 27,141 Est. Cost $36.28 Unrealized
SMH VANECK ETF TRUST 0.5%
Value ($000) $1,131 Shares 4,339 Est. Cost $186.64 Unrealized
RSPH INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $1,121 Shares 37,340 Est. Cost $47.85 Unrealized
COPX GLOBAL X FDS 0.5%
Value ($000) $1,087 Shares 24,096 Est. Cost $45.11 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $1,044 Shares 17,519 Est. Cost $59.38 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $1,042 Shares 19,036 Est. Cost $51.05 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $960 Shares 5,844 Est. Cost $143.37 Unrealized
CLOI VANECK ETF TRUST 0.4%
Value ($000) $865 Shares 16,338 Est. Cost $52.87 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value ($000) $837 Shares 7,270 Est. Cost $98.91 Unrealized +11.3%
AVSC AMERICAN CENTY ETF TR 0.4%
Value ($000) $831 Shares 16,652 Est. Cost $47.04 Unrealized
FPX FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $815 Shares 8,200 Est. Cost $103.14 Unrealized
PRAX PRAXIS PRECISION MEDICINES I 0.3%
Value ($000) $721 Shares 17,441 Est. Cost $45.48 Unrealized +3.9%
AVEM AMERICAN CENTY ETF TR 0.3%
Value ($000) $710 Shares 11,616 Est. Cost $49.90 Unrealized
TSLA TESLA INC 0.3%
Value ($000) $708 Shares 3,577 Est. Cost $285.89 Unrealized -38.9%
GOOGL ALPHABET INC 0.3%
Value ($000) $651 Shares 3,575 Est. Cost $115.43 Unrealized +45.0%
XLK SELECT SECTOR SPDR TR 0.3%
Value ($000) $636 Shares 2,810 Est. Cost $148.35 Unrealized
EPR EPR PPTYS 0.3%
Value ($000) $592 Shares 14,104 Est. Cost $40.01 Unrealized
BUFQ FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $584 Shares 19,751 Est. Cost $29.56 Unrealized
FVC FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $537 Shares 15,220 Est. Cost $35.64 Unrealized
GAL SSGA ACTIVE ETF TR 0.2%
Value ($000) $525 Shares 12,151 Est. Cost $39.09 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $470 Shares 2,849 Est. Cost $149.58 Unrealized +8.5%
DFUS DIMENSIONAL ETF TRUST 0.2%
Value ($000) $442 Shares 7,504 Est. Cost $39.84 Unrealized
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $431 Shares 862 Est. Cost $375.90 Unrealized
IHI ISHARES TR 0.2%
Value ($000) $418 Shares 7,453 Est. Cost $57.27 Unrealized
BA BOEING CO 0.2%
Value ($000) $415 Shares 2,280 Est. Cost $196.42 Unrealized -9.3%
JAAA JANUS DETROIT STR TR 0.2%
Value ($000) $415 Shares 8,149 Est. Cost $50.88 Unrealized
HCA HCA HEALTHCARE INC 0.2%
Value ($000) $399 Shares 1,242 Est. Cost $203.11 Unrealized +57.9%
IJK ISHARES TR 0.2%
Value ($000) $397 Shares 4,504 Est. Cost $74.02 Unrealized
FPE FIRST TR EXCH TRADED FD III 0.2%
Value ($000) $390 Shares 22,460 Est. Cost $16.79 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $374 Shares 440 Est. Cost $499.46 Unrealized +54.9%
ARCC ARES CAPITAL CORP 0.2%
Value ($000) $371 Shares 17,795 Est. Cost $17.28 Unrealized +3.6%
BLOK AMPLIFY ETF TR 0.2%
Value ($000) $349 Shares 9,838 Est. Cost $30.27 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $345 Shares 1,880 Est. Cost $136.17 Unrealized +24.0%
FXH FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $335 Shares 3,205 Est. Cost $110.51 Unrealized
AVUS AMERICAN CENTY ETF TR 0.1%
Value ($000) $327 Shares 3,622 Est. Cost $72.38 Unrealized
FSIG FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $325 Shares 17,328 Est. Cost $18.69 Unrealized
OKE ONEOK INC NEW 0.1%
Value ($000) $322 Shares 3,949 Est. Cost $58.38 Unrealized +26.6%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $316 Shares 1,916 Est. Cost $151.10 Unrealized +4.0%
CIBR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $310 Shares 5,488 Est. Cost $46.56 Unrealized
GRID FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $303 Shares 2,625 Est. Cost $89.71 Unrealized
GRMN GARMIN LTD 0.1%
Value ($000) $299 Shares 1,833 Est. Cost $112.00 Unrealized +36.8%
SPSM SPDR SER TR 0.1%
Value ($000) $292 Shares 7,042 Est. Cost $38.42 Unrealized
HL HECLA MNG CO 0.1%
Value ($000) $285 Shares 58,675 Est. Cost $3.95 Unrealized +33.9%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $284 Shares 2,923 Est. Cost $89.06 Unrealized 0.0%
URA GLOBAL X FDS 0.1%
Value ($000) $272 Shares 9,390 Est. Cost $28.95 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $271 Shares 692 Est. Cost $324.95 Unrealized
KORP AMERICAN CENTY ETF TR 0.1%
Value ($000) $261 Shares 5,664 Est. Cost $45.77 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $260 Shares 1,151 Est. Cost $211.26 Unrealized +6.7%
MSOS ADVISORSHARES TR 0.1%
Value ($000) $249 Shares 33,907 Est. Cost $11.94 Unrealized
SPMD SPDR SER TR 0.1%
Value ($000) $248 Shares 4,839 Est. Cost $43.27 Unrealized
IHDG WISDOMTREE TR 0.1%
Value ($000) $239 Shares 5,233 Est. Cost $45.59 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $233 Shares 1,490 Est. Cost $137.92 Unrealized +7.6%
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $229 Shares 4,638 Est. Cost $46.40 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $229 Shares 563 Est. Cost $284.56 Unrealized +43.6%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $226 Shares 1,412 Est. Cost $143.34 Unrealized
XSD SPDR SER TR 0.1%
Value ($000) $220 Shares 890 Est. Cost $225.14 Unrealized
TCAF T ROWE PRICE ETF INC 0.1%
Value ($000) $214 Shares 6,813 Est. Cost $31.41 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value ($000) $213 Shares 901 Est. Cost $211.43 Unrealized 0.0%
XAR SPDR SER TR 0.1%
Value ($000) $209 Shares 1,494 Est. Cost $135.44 Unrealized
ET ENERGY TRANSFER L P 0.1%
Value ($000) $208 Shares 12,849 Est. Cost $14.24 Unrealized
PID INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $188 Shares 10,512 Est. Cost $15.97 Unrealized
PROSHARES TR II 0.1%
Value ($000) $168 Shares 15,500 Est. Cost $12.48 Unrealized
PROSHARES TR 0.1%
Value ($000) $145 Shares 17,500 Est. Cost $9.91 Unrealized
GABELLI EQUITY TR INC 0.0%
Value ($000) $110 Shares 21,110 Est. Cost $6.63 Unrealized
SBSW SIBANYE STILLWATER LTD 0.0%
Value ($000) $101 Shares 23,333 Est. Cost $4.35 Unrealized
CRON CRONOS GROUP INC 0.0%
Value ($000) $31 Shares 13,425 Est. Cost $4.02 Unrealized -35.9%