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Home > Institutional Investor > Pcg Wealth Advisors, Llc > Profile

Instuitional Investor - Pcg Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Pcg Wealth Advisors, Llc
Portfolio Value $286,567,148
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vaneck Etf Trust - GOLD MINERS ETF
 375,116 $17,244,111 6.02%
2.
Global X Fds - GLOBAL X SILVER
 414,719 $16,360,689 5.71%
3.
Spdr S & P 500 Etf Trust
 SPY 26,672 $14,920,215 5.21%
4.
Spdr Gold Trust
 GLD 41,482 $11,952,603 4.17%
5.
Spdr Series Trust
 155,312 $10,213,348 3.56%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)