PW

PMG Wealth Management, Inc.

13F
PMG Wealth Management, Inc.
Last update 2025-04-09 42 Stocks (0 new)
Value $94.00 Mil Turnover 1 %
Countries:
Top Holdings: XLG(11.04%)VIG(8.33%)QUAL(7.40%)BUFR(7.30%)MINT(7.22%)
Summary Stock Picks Current Portfolio
PMG Wealth Management, Inc. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
XLG
Invesco S&P 500 Top 50 ETF
225,937
10,397.6
+0.10%
11.040
+0.01%
0.130
+27.47%
+4.66%
9,448.4
 
VIG
Vanguard Dividend Appreciation FTF
40,442
7,845.4
+0.45%
8.330
+0.04%
0.010
+19.08%
+6.14%
88,472.7
 
QUAL
iShares MSCI USA Quality Factor ETF
40,783
6,969.5
+1.56%
7.400
+0.11%
0.010
+20.86%
+3.68%
53,249.8
 
BUFR
FT Vest Laddered Buffer ETF
231,525
6,874.0
+1.15%
7.300
+0.08%
0.110
+16.74%
+4.59%
6,915.8
 
MINT
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
67,862
6,801.1
+5.59%
7.220
+0.38%
0.050
+1.29%
+2.34%
13,295.5
 
OEF
iShares S&P 100 ETF
24,747
6,702.1
-1.21%
7.120
-0.08%
0.040
+27.18%
+6.07%
20,606.8
 
DGRW
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
79,137
6,319.9
-2.60%
6.710
-0.16%
0.040
+19.43%
+5.53%
15,938.6
 
RSP
Invesco S&P 500 Equal Weight ETF
31,851
5,517.5
-0.39%
5.860
-0.02%
0.010
+20.91%
+6.03%
72,901.6
 
TOTL
SPDR DoubleLine Total Return Tactical ETF
SPDR DoubleLine Total Return Tactical ETF
107,244
4,302.6
+6.13%
4.570
+0.26%
0.120
+0.89%
+3.29%
3,824.4
 
REGL
ProShares S&P MidCap 400 Div Aristocrats ETF
ProShares S&P MidCap 400 Div Aristocrats ETF
46,408
3,742.8
-3.27%
3.980
-0.12%
0.240
+14.97%
+4.31%
1,816.6
 

PMG Wealth Management, Inc.'s Historical Top Holdings Breakdowns

PMG Wealth Management, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
COWZ
Pacer US Cash Cows 100 ETF
2025-03-31
Sold Out
Sold Out
-4.88%
●
53.6 ($56.92) 58.97
$56.67
-0.44%
Sold Out
0
-94,877
XLK
Technology Select Sector SPDR ETF
2025-03-31
Reduce
Reduce
-2.80%
●
206.38 ($226.74) 242.18
$256.29
13.03%
Reduce -71.52%
5,253
-13,193
SPYG
SPDR Portfolio S&P 500 Growth ETF
2025-03-31
Reduce
Reduce
-2.14%
●
80.05 ($87.3) 92.39
$95.14
8.98%
Reduce -71.16%
10,846
-26,758
MSFT
Microsoft Corp
2025-03-31
Reduce
Reduce
-1.77%
●
375.39 ($407.71) 447.2
$496.62
21.81%
Reduce -52.79%
4,117
-4,603
MINT
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
2025-03-31
Add
Add
+0.38%
●
100.32 ($100.52) 100.76
$100.26
-0.26%
Add 5.59%
67,862
3,592
CAT
Caterpillar Inc
2025-03-31
Sold Out
Sold Out
-0.27%
●
326.75 ($356.21) 407.63
$394.29
10.69%
Sold Out
0
-810
TOTL
SPDR DoubleLine Total Return Tactical ETF
SPDR DoubleLine Total Return Tactical ETF
2025-03-31
Add
Add
+0.26%
●
38.99 ($39.77) 40.37
$39.67
-0.25%
Add 6.13%
107,244
6,190
RYT
Invesco S P 500 Equal Weight Technology ETF
Invesco S P 500 Equal Weight Technology ETF
2025-03-31
Sold Out
Sold Out
-0.21%
●
34.2 ($37.46) 40.28
$282.01
652.83%
Sold Out
0
-6,207
DIS
The Walt Disney Co
2025-03-31
Sold Out
Sold Out
-0.21%
●
96.87 ($107.47) 114
$121.82
13.35%
Sold Out
0
-2,054
VOE
Vanguard Mid-Cap Value ETF
2025-03-31
Sold Out
Sold Out
-0.19%
●
156.61 ($163.49) 168.02
$166.39
1.77%
Sold Out
0
-1,319

PMG Wealth Management, Inc. Total Holding History ($B)

To

PMG Wealth Management, Inc.'s Asset Allocation

To

PMG Wealth Management, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

PMG Wealth Management, Inc.'s Hypothetical Growth since 2025-03-31

PMG Wealth Management, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

PMG Wealth Management, Inc.'s Holdings Heat Map

Size field:

PMG Wealth Management, Inc.'s Holdings Bubble Chart

PMG Wealth Management, Inc. News

  • 1

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