PMG FAMILY OFFICE LLC

PrivateCIK: 2102299
Location

PLANO, TX

114
Positions
$108.50M
Total AUM (reported)
4.61M
Total Shares

Allocation by class

TOTAL AUM$108.50M114 positions
COM$53.44M49.3%
COM SH BEN INT$5.03M4.6%
NASDAQ 100 HIGH$3.89M3.6%
SHS$3.86M3.6%
COM SHS$3.60M3.3%
SH BEN INT$3.51M3.2%
S&P 500 COVERED$3.20M2.9%

Portfolio Concentration

Top 39.9%4–1017.1%11–2524.1%Rest48.8%TOP 1027.0%0%100%
Top 3$10.75M9.9%
4–10$18.60M17.1%
11–25$26.18M24.1%
Rest$52.98M48.8%

Top 3 weight

9.9%

Top 10 weight

27.0%

Voting Authority Distribution

Total shares with voting rights: 4.61M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

4.61M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole114
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings114
Rows:

COLUMBIA SELIGM PREM TECH GR

SOLE
COM
Shares76.73K
TypeSH
Market value$4.13M
3.81%
Sole
0.00
Shared
0.00
None
76.73K

CALAMOS STRATEGIC TOTAL RETU

SOLE
COM SH BEN INT
Shares162.34K
TypeSH
Market value$3.34M
3.08%
Sole
0.00
Shared
0.00
None
162.34K

BLACKROCK SCIENCE & TECHNOLO

SOLE
SHS
Shares64.59K
TypeSH
Market value$3.28M
3.02%
Sole
0.00
Shared
0.00
None
64.59K

J P MORGAN EXCHANGE TRADED F

SOLE
NASDAQ EQT PREM
Shares50.46K
TypeSH
Market value$3.10M
2.86%
Sole
0.00
Shared
0.00
None
50.46K

GLOBAL X FDS

SOLE
NASDQ 100 CVRDGW
Shares99.57K
TypeSH
Market value$3.02M
2.78%
Sole
0.00
Shared
0.00
None
99.57K

GLOBAL X FDS

SOLE
INFORMATION TEC
Shares66.17K
TypeSH
Market value$2.82M
2.60%
Sole
0.00
Shared
0.00
None
66.17K

PROSHARES TR

SOLE
NASDAQ 100 HIGH
Shares53.33K
TypeSH
Market value$2.71M
2.50%
Sole
0.00
Shared
0.00
None
53.33K

NVIDIA CORPORATION

SOLE
COM
Shares11.97K
TypeSH
Market value$2.39M
2.21%
Sole
0.00
Shared
0.00
None
11.97K

J P MORGAN EXCHANGE TRADED F

SOLE
EQUITY PREMIUM
Shares40.43K
TypeSH
Market value$2.28M
2.10%
Sole
0.00
Shared
0.00
None
40.43K

EATON VANCE TAX ADVT DIV INC

SOLE
COM
Shares82.31K
TypeSH
Market value$2.28M
2.10%
Sole
0.00
Shared
0.00
None
82.31K

ADAMS DIVERSIFIED EQUITY FD

SOLE
COM
Shares84.10K
TypeSH
Market value$2.15M
1.98%
Sole
0.00
Shared
0.00
None
84.10K

NUVEEN S&P 500 DYNAMIC OVERW

SOLE
COM
Shares111.85K
TypeSH
Market value$2.13M
1.96%
Sole
0.00
Shared
0.00
None
111.85K

PROSHARES TR

SOLE
S&P 500 HIGH ETF
Shares39.96K
TypeSH
Market value$1.93M
1.77%
Sole
0.00
Shared
0.00
None
39.96K

EATON VANCE ENHANCED EQUITY

SOLE
COM
Shares86.75K
TypeSH
Market value$1.91M
1.76%
Sole
0.00
Shared
0.00
None
86.75K

NUVEEN NASDAQ 100 DYNAMIC OV

SOLE
COM SHS
Shares60.84K
TypeSH
Market value$1.88M
1.73%
Sole
0.00
Shared
0.00
None
60.84K

GLOBAL X FDS

SOLE
S&P 500 COVERED
Shares60.35K
TypeSH
Market value$1.74M
1.60%
Sole
0.00
Shared
0.00
None
60.35K

BLACKROCK SCIENCE & TECHNOLO

SOLE
SHS BEN INT
Shares57.80K
TypeSH
Market value$1.74M
1.60%
Sole
0.00
Shared
0.00
None
57.80K

EATON VANCE TAX-MANAGED DIVE

SOLE
COM
Shares117.11K
TypeSH
Market value$1.70M
1.57%
Sole
0.00
Shared
0.00
None
117.11K

EATON VANCE ENHANCED EQUITY

SOLE
COM
Shares84.50K
TypeSH
Market value$1.66M
1.53%
Sole
0.00
Shared
0.00
None
84.50K

BLACKROCK DEBT STRATEGIES FD

SOLE
COM NEW
Shares168.15K
TypeSH
Market value$1.63M
1.50%
Sole
0.00
Shared
0.00
None
168.15K

LIBERTY ALL STAR EQUITY FD

SOLE
SH BEN INT
Shares276.05K
TypeSH
Market value$1.60M
1.48%
Sole
0.00
Shared
0.00
None
276.05K

GLOBAL X FDS

SOLE
NASDAQ 100 COVER
Shares85.37K
TypeSH
Market value$1.57M
1.45%
Sole
0.00
Shared
0.00
None
85.37K

EATON VANCE TAX-MANAGED BUY-

SOLE
COM
Shares104.44K
TypeSH
Market value$1.55M
1.43%
Sole
0.00
Shared
0.00
None
104.44K

CALAMOS DYNAMIC CONV & INCOM

SOLE
COM
Shares58.77K
TypeSH
Market value$1.51M
1.40%
Sole
0.00
Shared
0.00
None
58.77K

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares1.99K
TypeSH
Market value$1.46M
1.35%
Sole
0.00
Shared
0.00
None
1.99K
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