PMG Family Office LLC
Family OfficeTop Portfolio Positions
76 positions ·
$63,297,390 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| STK |
Columbia Seligman Premium Technology Growth Fund, Inc.
Financial Services
|
76,670 | $2,908,093 | 4.59% | |
| CSQ |
Calamos Strategic Total Return Fund
Financial Services
|
161,279 | $2,761,096 | 4.36% | |
| BST |
BlackRock Science & Technology Trust
Financial Services
|
64,318 | $2,337,959 | 3.69% | |
| NVDA |
Nvidia Corp
Technology
|
11,870 | $2,070,128 | 3.27% | |
| EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
Financial Services
|
81,461 | $1,999,867 | 3.16% | |
| ADX |
Adams Diversified Equity Fund, Inc.
Financial Services
|
83,312 | $1,823,699 | 2.88% | |
| SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
Financial Services
|
111,427 | $1,790,631 | 2.83% | |
| EOS |
Eaton Vance Enhanced Equity Income Fund II
Financial Services
|
84,291 | $1,724,593 | 2.72% | |
| QQQX |
Nuveen NASDAQ 100 Dynamic Overwrite Fund
Financial Services
|
60,228 | $1,606,280 | 2.54% | |
| ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
Financial Services
|
113,812 | $1,569,467 | 2.48% |
Portfolio Trend
3 quarters · across all stocks
Holdings in AVK
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $369,942 | 33,149 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $375,334 | 29,931 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $389,954 | 30,489 | Shares | Sole | 2025-12-22 | |
| No 13F history on record for this holder in this stock. | ||||||