Pioneer Wealth Management Group Portfolio Holdings
Q3 2025•52 long positions•$309.8M portfolio value
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Holding52 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $64.5M 20.83% | +$5.0M Bought | — 1.4M shares | 1.3M → 1.4M +$5.0M | +8.35% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $56.2M 18.15% | +$4.0M Bought | — 2.4M shares | 2.2M → 2.4M +$4.0M | +7.61% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $45.7M 14.74% | +$4.2M Bought | — 1.3M shares | 1.1M → 1.3M +$4.2M | +10.06% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $26.7M 8.61% | +$2.4M Bought | — 317.2K shares | 289.2K → 317.2K +$2.4M | +9.67% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $19.0M 6.14% | +$1.1M Bought | — 602.9K shares | 569.1K → 602.9K +$1.1M | +5.94% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $15.0M 4.85% | +$1.8M Bought | — 696.5K shares | 612.8K → 696.5K +$1.8M | +13.67% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $9.7M 3.12% | +$881.9K Bought | — 141.1K shares | 128.3K → 141.1K +$881.9K | +10.04% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $7.9M 2.56% | +$885.6K Bought | — 136.3K shares | 121.1K → 136.3K +$885.6K | +12.56% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $7.7M 2.48% | +$71.1K Bought | — 179.9K shares | 178.3K → 179.9K +$71.1K | +0.93% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $6.8M 2.18% | +$9.2K Bought | — 21.9K shares | 21.9K → 21.9K +$9.2K | +0.14% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $3.7M 1.2% | -$78.0K Sold | — 19.9K shares | 20.3K → 19.9K −$78.0K | -2.06% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $3.4M 1.1% | -$77.1K Sold | — 102.5K shares | 104.8K → 102.5K −$77.1K | -2.21% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $3.2M 1.05% | +$3.2M Bought | — 35.3K shares | — | — | — — | Q1 2025 Held for 8 months | |
ETF ETF | $3.2M 1.03% | -$5.1K Sold | — 136.9K shares | 137.1K → 136.9K −$5.1K | -0.16% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $3.1M 1.01% | -$75.6K Sold | — 81.4K shares | 83.4K → 81.4K −$75.6K | -2.35% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $2.6M 0.846% | +$86.5K Bought | — 18.0K shares | 17.4K → 18.0K +$86.5K | +3.41% | — — | Q1 2025 Held for 8 months | |
Consumer Electronics Technology | $2.6M 0.843% | +$2.2M Bought | 0.0% 10.3K shares | 1.5K → 10.3K +$2.2M | +566.28% | $3.78T Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $2.3M 0.734% | -$45.3K Sold | — 24.4K shares | 24.9K → 24.4K −$45.3K | -1.95% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $2.1M 0.69% | +$95.4K Bought | — 23.4K shares | 22.3K → 23.4K +$95.4K | +4.67% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.9M 0.621% | -$181.3K Sold | — 7.6K shares | 8.3K → 7.6K −$181.3K | -8.62% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.8M 0.591% | +$89.5K Bought | — 51.3K shares | 48.7K → 51.3K +$89.5K | +5.15% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.8M 0.586% | -$340.0K Sold | — 8.7K shares | 10.3K → 8.7K −$340.0K | -15.78% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.7M 0.556% | -$379.7K Sold | — 24.1K shares | 29.5K → 24.1K −$379.7K | -18.05% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.7M 0.538% | +$107.6K Bought | — 22.4K shares | 20.9K → 22.4K +$107.6K | +6.91% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.4M 0.459% | -$3.5K Sold | — 32.2K shares | 32.3K → 32.2K −$3.5K | -0.25% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.2M 0.384% | +$121.0K Bought | — 19.8K shares | 17.8K → 19.8K +$121.0K | +11.33% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.1M 0.36% | +$241.0K Bought | — 4.5K shares | 3.5K → 4.5K +$241.0K | +27.54% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.1M 0.352% | +$148.7K Bought | — 3.3K shares | 2.9K → 3.3K +$148.7K | +15.81% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.1M 0.343% | -$227.5K Sold | — 21.0K shares | 25.5K → 21.0K −$227.5K | -17.63% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $924.2K 0.298% | +$117.9K Bought | — 15.4K shares | 13.4K → 15.4K +$117.9K | +14.62% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $670.5K 0.216% | +$82.9K Bought | — 18.6K shares | 16.3K → 18.6K +$82.9K | +14.1% | — — | Q1 2025 Held for 8 months | |
Insurance - Diversified Financial Services | $581.2K 0.188% | -$1.0K Sold | 0.0% 1.2K shares | 1.2K → 1.2K −$1.0K | -0.17% | $1.08T Mega Cap | Q1 2025 Held for 8 months | |
ETF ETF | $579.0K 0.187% | — | — 4.0K shares | — | — | — — | Q2 2025 Held for 5 months | |
Semiconductors Technology | $550.9K 0.178% | -$414.6K Sold | 0.0% 3.0K shares | 5.2K → 3.0K −$414.6K | -42.94% | $4.54T Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $537.7K 0.174% | +$58.7K Bought | — 9.9K shares | 8.8K → 9.9K +$58.7K | +12.25% | — — | Q1 2025 Held for 8 months | |
Railroads Industrials | $483.8K 0.156% | +$4.0K Bought | 0.0% 2.0K shares | 2.0K → 2.0K +$4.0K | +0.84% | $140.18B Large Cap | Q2 2025 Held for 5 months | |
ETF ETF | $479.3K 0.155% | — | — 14.6K shares | — | — | — — | Q1 2025 Held for 8 months | |
Railroads Industrials | $426.9K 0.138% | -$24.6K Sold | 0.001% 1.4K shares | 1.5K → 1.4K −$24.6K | -5.46% | $67.4B Large Cap | Q2 2025 Held for 5 months | |
Software - Infrastructure Technology | $404.1K 0.13% | +$146.6K Bought | 0.0% 780.0 shares | 497.0 → 780.0 +$146.6K | +56.94% | $3.85T Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $388.1K 0.125% | +$4.3K Bought | — 634.0 shares | 627.0 → 634.0 +$4.3K | +1.12% | — — | Q1 2025 Held for 8 months | |
Unknown Unknown | $378.0K 0.122% | +$45.5K Bought | — 1.8K shares | 1.5K → 1.8K +$45.5K | +13.69% | — — | Q2 2025 Held for 5 months | |
Software - Application Technology | $373.0K 0.12% | +$9.2K Bought | 0.0% 1.6K shares | 1.5K → 1.6K +$9.2K | +2.54% | $225.62B Mega Cap | Q1 2025 Held for 8 months | |
ETF ETF | $347.5K 0.112% | +$67.9K Bought | — 14.4K shares | 11.6K → 14.4K +$67.9K | +24.3% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $301.3K 0.097% | +$11.4K Bought | — 7.2K shares | 7.0K → 7.2K +$11.4K | +3.94% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $268.3K 0.087% | +$3.7K Bought | — 2.4K shares | 2.4K → 2.4K +$3.7K | +1.39% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $268.0K 0.087% | +$268.0K New | — 359.0 shares | 0 → 359.0 +$268.0K | New | — — | Q3 2025 Held for 2 months | |
Integrated Freight & Logistics Industrials | $264.8K 0.085% | +$264.8K Bought | 0.002% 2.0K shares | — | — | $15.6B Large Cap | Q1 2025 Held for 8 months | |
Internet Content & Information Communication Services | $256.0K 0.083% | +$256.0K New | 0.0% 1.1K shares | 0 → 1.1K +$256.0K | New | $2.95T Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $255.6K 0.083% | +$255.6K New | — 5.1K shares | 0 → 5.1K +$255.6K | New | — — | Q3 2025 Held for 2 months | |
Software - Infrastructure Technology | $240.2K 0.078% | +$240.2K New | 0.0% 854.0 shares | 0 → 854.0 +$240.2K | New | $801.76B Mega Cap | Q3 2025 Held for 2 months |
