Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2014 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
FIRST TR EXCHANGE-TRADED FD | 8 | Q3 2023 | 14.2% |
FIRST TR EXCHANGE TRAD FD VI | 8 | Q3 2023 | 11.9% |
FIRST TR VALUE LINE DIVID IN | 8 | Q3 2023 | 10.2% |
SPDR S&P 500 ETF TR | 8 | Q3 2023 | 5.4% |
FIRST TR EXCHANGE-TRADED FD | 8 | Q3 2023 | 8.0% |
INVESCO QQQ TR | 8 | Q3 2023 | 5.6% |
INVESCO EXCHANGE TRADED FD T | 8 | Q3 2023 | 2.9% |
SPDR GOLD TR | 8 | Q3 2023 | 4.5% |
EXXON MOBIL CORP | 8 | Q3 2023 | 3.5% |
FIRST TR EXCHANGE-TRADED FD | 8 | Q3 2023 | 1.6% |
View PCG Wealth Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-19 |
13F-HR | 2024-01-30 |
13F-HR | 2023-10-19 |
13F-HR | 2023-07-20 |
13F-HR | 2023-05-08 |
13F-HR | 2023-02-13 |
13F-HR | 2022-10-12 |
13F-HR | 2022-07-13 |
13F-HR | 2022-04-22 |
13F-HR | 2022-02-10 |
View PCG Wealth Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.