StockDriftsStockDriftsTop 50 PCG Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 6.96% | 647.4K | $27.5M | +367.54%(+508.91K) | $42.63(+12.13%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.98% | 30.3K | $19.7M | +4.69%(+1.36K) | $497.88(+49.09%) | 2026-03-31 | |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 3.68% | 140.9K | $14.6M | +142.28%(+82.76K) | $96.66(+12.48%) | 2026-03-31 | |
| CGBL | CAPITAL GROUP CORE BALANCED | 3.02% | 347.0K | $11.9M | +53.58%(+121.05K) | $33.30(+12.21%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 2.64% | 24.3K | $10.4M | -14.72%(-4.19K) | $189.61(+127.05%) | 2026-03-31 | |
| FDVV | FIDELITY COVINGTON TRUST | 2.54% | 181.9K | $10.0M | +1840.25%(+172.52K) | $55.98(+6.13%) | 2026-03-31 | |
| NLR | VANECK ETF TRUST | 2.31% | 68.6K | $9.1M | +12.75%(+7.75K) | $122.91(+10.98%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 2.2% | 102.4K | $8.7M | +70.41%(+42.31K) | $77.58(+17.77%) | 2026-03-31 | |
| AVLV | AMERICAN CENTY ETF TR | 2.05% | 100.7K | $8.1M | -5.77%(-6.17K) | $59.00(+49.61%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 1.97% | 101.7K | $7.8M | -41.53%(-72.25K) | $65.36(+33.67%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.26% | +65.37% |
| Top 20 Holdings Unweighted | +15.76% | +55.13% |
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