Pmg-Wealth-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, "META", null, null, null, "MSFT", "MDLZ", "DLN", null, null, null, null, null, "IVV", null, "AAPL", "SPY", "NVDA", null, null, "SPYG", null, "VIG", null, "AMZN", null, "BSV", "VOO", null, null, "IUSG", "DVY", null, null, null, "SPYV", "RSP", "USMV", "XLK", "QUAL" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-09
- Total Holdings
- 42
- Total Value
- 94152585
- Accession Number
- 0001214659-25-005623
- Form Type
- 13F-HR
- Manager Name
- Pmg-Wealth-Management
Data Enrichment
48% identified20 identified22 unidentified
Holdings
42 positions • $94.2M total value
Manager:
Search and click to pin securities to the top