PCG Wealth Advisors, LLC

13F Filings History

Latest 13F report: Q4 2024 - Jan 21, 2025
Value $: $271M
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 126 stock holdings with total value $271M as of Q4 2024. Top holdings included SPY, SIL, GDX, AVLV, and FVD.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	126	$271M	+$27M	-$11.1M	+$15.8M	SPY, SIL, GDX, AVLV, FVD	13F-HR	1/21/2025, 11:15 AM
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

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