PCG Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 16, 2024
Value $
$259M
Signature - Title
Craig Kurth - CEO
Location
Overland Park, KS
Summary
This page shows a list of all the recent 13F filings made by PCG Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. PCG Wealth Advisors, LLC reported 122 stock holdings with total value $259M as of Q3 2024. Top holdings included GDX, SPY, SIL, FVD, and AVLV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 122 $259M +$26.9M -$10.7M +$16.2M GDX, SPY, SIL, FVD, AVLV 13F-HR 10/15/2024, 05:42 PM
Q2 2024 119 $230M +$38.9M -$18.2M +$20.7M GDX, SPY, AVLV, SIL, FVD 13F-HR 7/15/2024, 03:23 PM
Q1 2024 112 $210M +$42.7M -$24.1M +$18.7M GDX, FTCS, AVLV, FVD, GLD 13F-HR 4/19/2024, 12:32 PM
Q4 2023 104 $179M +$32.4M -$16.5M +$15.8M FTCS, GDX, FVD, GLD, FTGC 13F-HR 1/29/2024, 06:58 PM
Q3 2023 104 $152M +$15M -$19.4M -$4.42M FTCS, FTGC, FVD, GDX, GLD 13F-HR 10/19/2023, 11:10 AM
Q2 2023 109 $161M +$14M -$13.8M +$232K FTCS, FVD, FTGC, GDX, FDL 13F-HR 7/20/2023, 10:21 AM
Q1 2023 110 $158M +$18.4M -$21.9M -$3.5M FTCS, FVD, FTGC, GDX, FDL 13F-HR 5/8/2023, 05:24 PM
Q4 2022 110 $158M +$32.9M -$174M -$141M FTCS, FTGC, FVD, GDX, SPY 13F-HR 2/13/2023, 04:28 PM
Q3 2022 136 $280M +$149M -$844K +$148M FTGC, FTCS, FVD, SPY, RDVY 13F-HR 10/11/2022, 08:05 PM
Q2 2022 89 $140M +$15.9M -$10.8M +$5.11M FTCS, FTGC, FVD, RDVY, SPY 13F-HR 7/13/2022, 01:35 PM
Q1 2022 85 $157M +$31.1M -$11.9M +$19.2M FTCS, FTGC, FVD, RDVY, QQQ 13F-HR 4/21/2022, 07:58 PM
Q4 2021 80 $144M $0 $0 FTCS, FVD, RDVY, FTGC, QQQ 13F-HR 2/10/2022, 04:15 PM