Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PCG WEALTH ADVISORS LLC | 04-19-2024 | 03-31-2024 | 112 | 210,332,623 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 51 | $1,460,918 | 8,519 | 0.00 | 0.00 | 549 | 6.89 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | 52 | $1,292,833 | 11,256 | 0.00 | 0.00 | -479 | -4.08 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL HLT | 53 | $1,157,446 | 36,408 | 0.00 | 0.00 | 3,837 | 11.78 | 03-31-2024 |
| AMAZON COM INC | COM | 54 | $1,151,551 | 6,384 | 0.00 | 0.00 | 235 | 3.82 | 03-31-2024 |
