PCG ASSET MANAGEMENT, LLC Top 13F Holdings

PCG ASSET MANAGEMENT, LLC Top 13F Holdings

3 weeks from now

Dec 31, 2024  · PCG Asset Management is based out of Gladstone. Their last reported 13F filing for Q4 2024 included $114,014,192 in managed 13F securities and a top 10 holdings concentration of 50.75%. PCG Asset Management's largest holding is SPDR S&P 500 ETF …

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Deltec Asset Management LLC Has $7.50 Million Stock Holdings In …

3 weeks from now

1 day ago  · Deltec Asset Management LLC trimmed its position in Copa Holdings, S.A. (NYSE:CPA - Free Report) by 21.4% during the fourth quarter, according to its most recent …

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PCG Wealth Advisors, LLC Q4 2024 13F Top Portfolio Holdings

3 weeks from now

Oct 15, 2024  · PCG Wealth Advisors, LLC reported 126 holdings with total value $271 M as of Q4 2024. Top holdings included SPY, SIL, GDX, AVLV, and FVD. PCG Wealth Advisors, LLC ...

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PCG WEALTH ADVISORS, LLC Top 13F Holdings

3 weeks from now

PCG Wealth Advisors is based out of Overland Park. PCG Wealth Advisors is a large advisory firm with 1719 clients and discretionary assets under management (AUM) of $645,293,684 …

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E. Ohman J Or Asset Management AB Boosts Stock Holdings In

3 weeks from now

1 day ago  · E. Ohman J or Asset Management AB increased its position in shares of Air Products and Chemicals, Inc. (NYSE:APD - Free Report) by 14.1% during the fourth quarter, according …

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PACIFIC ASSET MANAGEMENT, LLC Top 13F Holdings

3 weeks from now

Dec 31, 2024  · Pacific Asset Management is based out of Gig Harbor. Their last reported 13F filing for Q4 2024 included $106,426,057 in managed 13F securities and a top 10 holdings …

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