PMG Family Office LLC

CIK
0002102299
City
PLANO
State / Country
TX

Top Portfolio Positions

63 positions · $53,534,271 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
CSQ
Calamos Strategic Total Return Fund
Financial Services
156,894 $3,012,364 5.63%
STK
Columbia Seligman Premium Technology Growth Fund, Inc.
Financial Services
76,592 $2,817,819 5.26%
BST
BlackRock Science & Technology Trust
Financial Services
62,736 $2,543,317 4.75%
NVDA
Nvidia Corp
Technology
11,525 $2,149,412 4.02%
ADX
Adams Diversified Equity Fund, Inc.
Financial Services
79,675 $1,858,021 3.47%
EOS
Eaton Vance Enhanced Equity Income Fund II
Financial Services
78,365 $1,834,524 3.43%
QQQX
Nuveen NASDAQ 100 Dynamic Overwrite Fund
Financial Services
59,809 $1,705,752 3.19%
ETY
Eaton Vance Tax-Managed Diversified Equity Income Fund
Financial Services
105,553 $1,619,183 3.02%
EOI
Eaton Vance Enhanced Equity Income Fund
Financial Services
76,143 $1,565,500 2.92%
USA
Liberty All Star Equity Fund
Financial Services
242,393 $1,522,228 2.84%

Portfolio Trend

2 quarters · across all stocks

Holdings in DSU

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Shares Held

Position Value (USD)

2 of 2 shown
Report Date Value (USD) Shares
2025-12-31 $1,242,061 122,010
2025-09-30 $1,133,377 106,721