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| Name: |
PCG Wealth Advisors LLC |
| City: |
OVERLAND PARK |
| State: |
KS |
| Zip: |
66211 |
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data |
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Filing Period: |
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| Holdings
Found :
12 |
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Unchanged Positions |
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Page 1 of 1 |
Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
XLK |
SPDR Technology Sector |
64 |
- |
$212.29 |
$585,000 |
2,811 |
0.28% |
44,000 |
0 |
0.001 |
Closed - End Fund - E... |
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FVC |
First Trust Dorsey Wright D... |
66 |
- |
$34.67 |
$532,000 |
15,415 |
0.25% |
27,000 |
0 |
0.207 |
N/A |
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PEP |
Pepsico Inc |
69 |
- |
$183.11 |
$498,000 |
2,848 |
0.24% |
14,000 |
0 |
0 |
Beverage Soft Drinks... |
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DFUS |
Dimensional U S Equity Etf |
73 |
- |
$57.49 |
$428,000 |
7,504 |
0.2% |
39,000 |
0 |
0.001 |
N/A |
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VOO |
Vanguard S&P 500 Etf |
75 |
- |
$485.97 |
$414,000 |
862 |
0.2% |
37,000 |
0 |
0 |
Closed - End Fund - E... |
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COST |
Costco Wholesale Corp |
83 |
- |
$793.07 |
$322,000 |
440 |
0.15% |
32,000 |
0 |
0 |
Discount, Variety Stores |
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GRID |
First Trust NASDAQ Clean Ed... |
84 |
- |
$120.35 |
$311,000 |
2,715 |
0.15% |
27,000 |
0 |
0.003 |
Closed - End Fund - Debt |
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UNP |
Union Pacific Corp |
90 |
- |
$245.90 |
$283,000 |
1,151 |
0.13% |
0 |
0 |
0 |
Railroads |
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EMM |
Global X Emerging Markets Etf |
96 |
- |
$27.57 |
$258,000 |
4,839 |
0.12% |
22,000 |
0 |
0 |
Closed - End Fund - E... |
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BRK.B |
Berkshire Hathaway B |
98 |
- |
$413.12 |
$254,000 |
605 |
0.12% |
38,000 |
0 |
0 |
Property & Casualty I... |
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XAR |
SPDR S&P Aerospace & Defens... |
103 |
- |
$143.24 |
$211,000 |
1,504 |
0.1% |
7,000 |
0 |
0.014 |
N/A |
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CRON |
Cronus Corp |
110 |
- |
$3.02 |
$35,000 |
13,425 |
0.02% |
7,000 |
0 |
0.004 |
N/A |
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