Pmg Wealth Management, Inc. Top Holdings and 13F Report (2025) About Pmg Wealth Management, Inc.Investment ActivityPmg Wealth Management, Inc. has $109.83 million in total holdings as of December 31, 2024.Pmg Wealth Management, Inc. owns shares of 47 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Largest Holdings Invesco S&P 500 Top 50 ETF $11,276,147Vanguard Dividend Appreciation ETF $7,883,862iShares S&P 100 ETF $7,235,259iShares MSCI USA Quality Factor ETF $7,151,248FT Vest Laddered Buffer ETF $6,974,278 Sector AllocationMap of 500 Largest Holdings ofPmg Wealth Management, Inc. Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorXLGInvesco S&P 500 Top 50 ETF$11,276,147225,70410.3%ETFVIGVanguard Dividend Appreciation ETF$7,883,86240,2597.2%ETFOEFiShares S&P 100 ETF$7,235,25925,0496.6%ETFQUALiShares MSCI USA Quality Factor ETF$7,151,24840,1586.5%ETFBUFRFT Vest Laddered Buffer ETF$6,974,278228,8906.3%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$6,575,65381,2516.0%ManufacturingMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$6,448,85264,2705.9%ETFRSPInvesco S&P 500 Equal Weight ETF$5,603,24231,9775.1%ETFCOWZPacer US Cash Cows 100 ETF$5,358,62594,8774.9%ETFXLKTechnology Select Sector SPDR Fund$4,288,94818,4463.9%ETFTOTLSPDR Doubleline Total Return Tactical ETF$3,980,517101,0543.6%ETFREGLProShares S&P MidCap 400 Dividend Aristocrats ETF$3,869,88947,9783.5%ETFMSFTMicrosoft$3,675,4088,7203.3%Computer and TechnologyYEARAB Ultra Short Income ETF$3,421,98767,9643.1%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$3,305,34837,6043.0%ETFWTVWisdomTree U.S. Value Fund$2,612,04231,2522.4%FinanceIVViShares Core S&P 500 ETF$2,311,7463,9272.1%ETFSHYiShares 1-3 Year Treasury Bond ETF$2,306,26128,1322.1%ManufacturingUSMCPrincipal U.S. Mega-Cap ETF$1,960,31032,6561.8%ManufacturingBSVVanguard Short-Term Bond ETF$1,102,45014,2681.0%ETFRDVYFirst Trust NASDAQ Rising Dividend Achievers$1,098,85118,5811.0%ManufacturingUSMViShares MSCI USA Min Vol Factor ETF$1,030,11911,6020.9%ETFSPLVInvesco S&P 500 Low Volatility ETF$941,85013,4550.9%ETFAAPLApple$809,2953,2320.7%Computer and TechnologyIUSGiShares Core S&P U.S. Growth ETF$699,9535,0230.6%ManufacturingPDPInvesco Dorsey Wright Momentum ETF$690,2116,4140.6%ETFFVDFirst Trust Value Line Dividend Index Fund$668,39015,3160.6%ETFSPYVSPDR Portfolio S&P 500 Value ETF$555,27810,8580.5%ETFHDViShares Core High Dividend ETF$510,7834,5500.5%ETFNVDANVIDIA$509,6313,7950.5%Computer and TechnologyAMZNAmazon.com$507,0102,3110.5%Retail/WholesaleAGGiShares Core U.S. Aggregate Bond ETF$443,3184,5750.4%FinanceDVYiShares Select Dividend ETF$367,8752,8020.3%ETFXLUUtilities Select Sector SPDR Fund$363,3124,8000.3%ETFTIPXSPDR Bloomberg Barclays 1-10 Year TIPS ETF$354,52719,1740.3%ETFMDLZMondelez International$307,7295,1520.3%Consumer StaplesPFMInvesco Dividend Achievers ETF$306,5746,6850.3%ManufacturingCATCaterpillar$293,8368100.3%Industrial ProductsDLNWisdomTree U.S. LargeCap Dividend Fund$233,3703,0000.2%FinanceVOOVanguard S&P 500 ETF$232,7664320.2%ETFRSPTInvesco S&P 500 Equal Weight Technology ETF$232,2666,2070.2%ETFMETAMeta Platforms$231,2763950.2%Computer and TechnologySPYSPDR S&P 500 ETF Trust$229,7433920.2%FinanceDISWalt Disney$228,7072,0540.2%Consumer DiscretionaryHYGiShares iBoxx $ High Yield Corporate Bond ETF$216,2882,7500.2%ETFVOEVanguard Mid-Cap Value ETF$213,2941,3190.2%ETFVLUEiShares MSCI USA Value Factor ETF$213,0152,0170.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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