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PMG Wealth Management

Latest statistics and disclosures from PMG Wealth Management's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002052904

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Positions held by PMG Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for PMG Wealth Management

PMG Wealth Management holds 47 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	10.3	$11M	226k	49.96	View chart
Vanguard Specialized Funds Div App Etf (VIG)	7.2	$7.9M	40k	195.83	View chart
Ishares Tr S&p 100 Etf (OEF)	6.6	$7.2M	25k	288.84	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	6.5	$7.2M	40k	178.08	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	6.3	$7.0M	229k	30.47	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	6.0	$6.6M	81k	80.93	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	5.9	$6.4M	64k	100.34	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	5.1	$5.6M	32k	175.23	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	4.9	$5.4M	95k	56.48	View chart
Select Sector Spdr Tr Technology (XLK)	3.9	$4.3M	18k	232.51	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	3.6	$4.0M	101k	39.39	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	3.5	$3.9M	48k	80.66	View chart
Microsoft Corporation (MSFT)	3.3	$3.7M	8.7k	421.49	View chart
Ab Active Etfs Ultra Short Incm (YEAR)	3.1	$3.4M	68k	50.35	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	3.0	$3.3M	38k	87.90	View chart
Wisdomtree Tr Wisdomtree Us Va (WTV)	2.4	$2.6M	31k	83.58	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.1	$2.3M	3.9k	588.68	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	2.1	$2.3M	28k	81.98	View chart
Principal Exchange Traded Us Mega Cp Etf (USMC)	1.8	$2.0M	33k	60.03	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.0	$1.1M	14k	77.27	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	1.0	$1.1M	19k	59.14	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.9	$1.0M	12k	88.79	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.9	$942k	14k	70.00	View chart
Apple (AAPL)	0.7	$809k	3.2k	250.40	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.6	$700k	5.0k	139.35	View chart
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)	0.6	$690k	6.4k	107.61	View chart
First Tr Value Line Divid In SHS (FVD)	0.6	$668k	15k	43.64	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.5	$555k	11k	51.14	View chart
Ishares Tr Core High Dv Etf (HDV)	0.5	$511k	4.6k	112.26	View chart
NVIDIA Corporation (NVDA)	0.5	$510k	3.8k	134.29	View chart
Amazon (AMZN)	0.5	$507k	2.3k	219.39	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$443k	4.6k	96.90	View chart
Ishares Tr Select Divid Etf (DVY)	0.3	$368k	2.8k	131.29	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.3	$363k	4.8k	75.69	View chart
Spdr Ser Tr Bloomberg 1 10 Y (TIPX)	0.3	$355k	19k	18.49	View chart
Mondelez Intl Cl A (MDLZ)	0.3	$308k	5.2k	59.73	View chart
Invesco Exchange Traded Fd T Divid Achievev (PFM)	0.3	$307k	6.7k	45.86	View chart
Caterpillar (CAT)	0.3	$294k	810.00	362.76	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.2	$233k	3.0k	77.79	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$233k	432.00	538.81	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.2	$232k	6.2k	37.42	View chart
Meta Platforms Cl A (META)	0.2	$231k	395.00	585.51	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$230k	392.00	586.08	View chart
Walt Disney Company (DIS)	0.2	$229k	2.1k	111.35	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$216k	2.8k	78.65	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$213k	1.3k	161.71	View chart
Ishares Tr Msci Usa Value (VLUE)	0.2	$213k	2.0k	105.61	View chart

Past Filings by PMG Wealth Management

SEC 13F filings are viewable for PMG Wealth Management going back to 2024

PMG Wealth Management 2024 Q4 filed Feb. 3, 2025

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