The Analysis of PMG Wealth Management, Inc.'s Holdings
Currently, PMG Wealth Management, Inc. holds 55 types of securities in its portfolio with a total value $131.3M. In the most recent quarter, they have increased their positions in SYFI (+17.1K shares, valued at $615.2K), BUFR (+10.2K shares, valued at $341.3K), MINT (+3.4K shares, valued at $336.8K); decreased their positions in NVDA (-1.0K shares, valued at $184.6K), XLK (-403 shares, valued at $113.4K), IUSG (-230 shares, valued at $37.7K); initiated new positions in SYFI (+17.1K shares, valued at $615.2K), VTI (+629 shares, valued at $205.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
XLG INVESCO EXCHANGE TRADED FD T230.9K shares0.26%2025-09-302025-10-31
VIG VANGUARD SPECIALIZED FUNDS42.9K shares2.45%2025-09-302025-10-31 OEF ISHARES TR26.5K shares1.29%2025-09-302025-10-31 BUFR FIRST TR EXCHNG TRADED FD VI257.0K shares4.15%2025-09-302025-10-31 QUAL ISHARES TR43.1K shares2.13%2025-09-302025-10-31 MINT PIMCO ETF TR76.5K shares4.59%2025-09-302025-10-31 DGRW WISDOMTREE TR79.3K shares0.43%2025-09-302025-10-31 RSP INVESCO EXCHANGE TRADED FD T32.4K shares2.24%2025-09-302025-10-31 TOTL SSGA ACTIVE ETF TR118.1K shares1.23%2025-09-302025-10-31 IEFA ISHARES TR50.2K shares4.59%2025-09-302025-10-31 PAVE GLOBAL X FDS90.6K shares0.66%2025-09-302025-10-31 YEAR AB ACTIVE ETFS INC77.6K shares0.39%2025-09-302025-10-31 IVV ISHARES TR4.9K shares2.07%2025-09-302025-10-31 WTV WISDOMTREE TR36.1K shares3.06%2025-09-302025-10-31 FDL FIRST TR EXCHANGE-TRADED FD74.3K shares4.11%2025-09-302025-10-31 JHML JOHN HANCOCK EXCHANGE TRADED40.2K shares6.47%2025-09-302025-10-31 IVLU ISHARES TR86.5K shares1.08%2025-09-302025-10-31 SHY ISHARES TR27.5K shares-0.70%2025-09-302025-10-31 USMC PRINCIPAL EXCHANGE TRADED FD33.0K shares1.34%2025-09-302025-10-31 MSFT MICROSOFT CORP4.0K shares0.00%2025-09-302025-10-31 REGL PROSHARES TR23.7K shares0.27%2025-09-302025-10-31 ABBV ABBVIE INC7.1K shares-2.17%2025-09-302025-10-31 SPYG SPDR SERIES TRUST11.6K shares-0.84%2025-09-302025-10-31 CIBR FIRST TR EXCHANGE TRADED FD15.5K shares0.00%2025-09-302025-10-31 PDP INVESCO EXCHANGE TRADED FD T9.8K shares2.44%2025-09-302025-10-31 RDVY FIRST TR EXCHANGE TRADED FD16.8K shares0.00%2025-09-302025-10-31 USMV ISHARES TR11.5K shares0.00%2025-09-302025-10-31 XLK SELECT SECTOR SPDR TR3.8K shares-9.68%2025-09-302025-10-31 SPLV INVESCO EXCH TRADED FD TR II13.5K shares0.00%2025-09-302025-10-31 AAPL APPLE INC2.8K shares-2.99%2025-09-302025-10-31 FVD FIRST TR EXCHANGE-TRADED FD15.5K shares0.00%2025-09-302025-10-31 AGG ISHARES TR6.5K shares62.50%2025-09-302025-10-31 IUSG ISHARES TR3.9K shares-5.59%2025-09-302025-10-31 SYFI AB ACTIVE ETFS INC17.1K sharesnew addition2025-09-302025-10-31 SPYV SPDR SERIES TRUST10.9K shares0.00%2025-09-302025-10-31 HDV ISHARES TR4.5K shares0.00%2025-09-302025-10-31 AMZN AMAZON COM INC2.5K shares16.99%2025-09-302025-10-31 NVDA NVIDIA CORPORATION2.9K shares-25.45%2025-09-302025-10-31 BSV VANGUARD BD INDEX FDS6.6K shares-1.93%2025-09-302025-10-31 XLU SELECT SECTOR SPDR TR4.4K shares0.00%2025-09-302025-10-31 DVY ISHARES TR2.7K shares0.00%2025-09-302025-10-31 LRGC AB ACTIVE ETFS INC4.5K shares0.00%2025-09-302025-10-31 PFM INVESCO EXCHANGE TRADED FD T6.5K shares0.00%2025-09-302025-10-31 MDLZ MONDELEZ INTL INC5.2K shares0.00%2025-09-302025-10-31 VOO VANGUARD INDEX FDS521 shares13.51%2025-09-302025-10-31 META META PLATFORMS INC405 shares0.00%2025-09-302025-10-31 JPM JPMORGAN CHASE & CO.925 shares0.00%2025-09-302025-10-31 GLD SPDR GOLD TR793 shares19.25%2025-09-302025-10-31 DLN WISDOMTREE TR3.0K shares0.00%2025-09-302025-10-31 SPY SPDR S&P 500 ETF TR388 shares-9.35%2025-09-302025-10-31 TIPX SPDR SERIES TRUST13.2K shares0.00%2025-09-302025-10-31 VLUE ISHARES TR2.0K shares-4.17%2025-09-302025-10-31 IUSB ISHARES TR4.7K shares-9.22%2025-09-302025-10-31 AXP AMERICAN EXPRESS CO650 shares0.00%2025-09-302025-10-31 VTI VANGUARD INDEX FDS629 sharesnew addition2025-09-302025-10-31 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available