StockDriftsStockDriftsTop 50 Pmg Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VIG | VANGUARD SPECIALIZED FUNDS | 6.89% | 44.4K | $9.6M | +1.27%(+558) | $197.98(+15.61%) | 2026-03-31 | |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 6.71% | 275.6K | $9.3M | +3.22%(+8.59K) | $30.55(+17.12%) | 2026-03-31 | |
| QUAL | ISHARES TR | 6.36% | 46.0K | $8.8M | +5.78%(+2.51K) | $179.77(+15.42%) | 2026-03-31 | |
| OEF | ISHARES TR | 6.12% | 26.7K | $8.5M | -1.08%(-291) | $284.42(+25.91%) | 2026-03-31 | |
| MINT | PIMCO ETF TR | 6.03% | 83.4K | $8.4M | +3.73%(+3.00K) | $100.52(-0.07%) | 2026-03-31 | |
| DGRW | WISDOMTREE TR | 5.36% | 84.5K | $7.4M | +0.39%(+329) | $82.53(+13.88%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 5.12% | 37.0K | $7.1M | +5.06%(+1.78K) | $179.09(+13.48%) | 2026-03-31 | |
| XLG | INVESCO EXCHANGE TRADED FD T | 4.97% | 126.3K | $6.9M | -45.43%(-105.17K) | $48.79(+25.77%) | 2026-03-31 | |
| FWD | AB ACTIVE ETFS INC | 4.73% | 60.5K | $6.6M | new | $106.49(+22.53%) | 2026-03-31 | |
| JHML | JOHN HANCOCK EXCHANGE TRADED | 4.41% | 78.1K | $6.1M | +76.75%(+33.90K) | $74.68(+14.91%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.11% | +12.85% |
| Top 20 Holdings Unweighted | +4.32% | +13.53% |
Sign up free to track Pmg Wealth Management, Inc., compare funds side by side, and get alerts the moment positions change.