CK
Craig Kurth Portfolio
Invests via PCG Wealth Advisors LLC | Managed by Craig Kurth
Invests via PCG Wealth Advisors LLC
Managed by Craig Kurth
Automatically Tracked
Craig Kurth Profile
With a robust background in corporate finance and strategic consulting, Craig Kurth has established himself as a key figure within the private equity landscape. His leadership experience encompasses both operational and investment roles, allowing him to adeptly navigate complex market environments. Focused on enhancing value creation, he leverages his deep industry knowledge to drive growth initiatives in dynamic sectors. By fostering relationships with entrepreneurs and management teams, Kurth actively seeks out opportunities that align with emerging trends and technological advancements. His contributions not only shape portfolio performance but also influence broader market movements.
With a robust background in corporate finance and strategic consulting, Craig Kurth has established himself as a key figure within the private equity landscape. His leadership experience encompasses both operational and investment roles, allowing him to adeptly navigate complex market environments. Focused on enhancing value creation, he leverages his deep industry knowledge to drive growth initiatives in dynamic sectors. By fostering relationships with entrepreneurs and management teams, Kurth actively seeks out opportunities that align with emerging trends and technological advancements. His contributions not only shape portfolio performance but also influence broader market movements.
Investment Philosophy & Strategy
In navigating the private equity landscape, Craig Kurth exemplifies a growth-oriented approach marked by an entrepreneurial spirit. His extensive experience in corporate finance equips him to identify and capitalize on high-potential investments across various sectors. By emphasizing strategic partnerships with management teams, he catalyzes innovation while ensuring alignment with market demands. The focus remains steadfast on enhancing operational efficiencies and driving sustainable growth through thoughtful capital deployment. Kurth's ability to anticipate industry shifts positions his initiatives for success within competitive environments.
In navigating the private equity landscape, Craig Kurth exemplifies a growth-oriented approach marked by an entrepreneurial spirit. His extensive experience in corporate finance equips him to identify and capitalize on high-potential investments across various sectors. By emphasizing strategic partnerships with management teams, he catalyzes innovation while ensuring alignment with market demands. The focus remains steadfast on enhancing operational efficiencies and driving sustainable growth through thoughtful capital deployment. Kurth's ability to anticipate industry shifts positions his initiatives for success within competitive environments.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
42.53%
Gain 0%
Monthly
0.63%
Yearly
7.88%
Drawdown
13.72%
$429.71M
Equity
Holdings
$429.71M
Investment
$347.22M
$124.17M
Profit +$3,843.04
Realized
$41.67M
Unrealized
$82.51M
Dividends
$22.28M
Goals
Avg. 96.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.001%
Profit
$3,843.04
Win %
85%
This Week
Compared To Last Week
Gain
0.001%
Profit
$3,843.04
Win %
85%
This Month
Compared to last month
Gain
-1.22%
Profit
-$5.32M
Win %
85%
This Year
Compared to last year
Gain
4.66%
Profit
$21.56M
Win %
83%
COPX Global X Copper Miners ETF
+3.38%
+$203,651.94 
SIL Global X Silver Miners UCITS ETF USD Accumulating
+3.27%
+$101,590.32 
SILJ Amplify Junior Silver Miners ETF
+3.23%
+$43,864.25 
GDXJ VanEck Junior Gold Miners ETF
+3.15%
+$74,853.97 
GDX VanEck Gold Miners ETF
+2.97%
+$100,089.95 
APLD Applied Digital Corporation
+2.97%
+$11,316 
B BARRICK MINING CORP Common Stock (ABR0)
+2.81%
+$6,655.01 
REMX VanEck Rare Earth and Strategic Metals ETF
+2.73%
+$39,022.02 
AMAT Applied Materials, Inc.
+2.64%
+$20,307.89 
T AT&T Inc.
+2.52%
+$7,493.6 
HCA HCA Healthcare Inc.
+2.29%
+$10,351.96 
RAAX VanEck Real Assets ETF
+2.27%
+$33,974.85 
HUT Hut 8 Corp.
+2.19%
+$16,745.85 
FLMX Franklin FTSE Mexico ETF
+1.96%
+$74,510.6 
TGT Target Corporation
+1.95%
+$6,244.49 
FTRI First Trust Indxx Global Natural Resources Income ETF
+1.86%
+$4,557.62 
QTEC First Trust NASDAQ-100 Technology Index Fund
+1.85%
+$80,173.26 
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF
+1.83%
+$46,509.88 
TSLA Tesla, Inc.
+1.82%
+$25,043.2 
SMH VanEck Semiconductor ETF
+1.73%
+$128,852.72 
ET Energy Transfer L.P.
+1.65%
+$6,221.08 
UNP Union Pacific Corporation
+1.65%
+$5,087.43 
OKE ONEOK, Inc.
+1.56%
+$5,058.21 
URA Global X Uranium ETF
+1.54%
+$14,542.44 
BLOK Amplify Transformational Data Sharing ETF
+1.38%
+$6,847.75 
IDMO Invesco S&P International Developed Momentum ETF
+1.36%
+$53,360.91 
FCG First Trust Natural Gas ETF
+1.34%
+$61,225.98 
VOLT Tema Electrification Fund
+1.28%
+$14,661 
PXE Invesco Energy Exploration & Production ETF
+1.24%
+$5,249.2 
QTUM Defiance Quantum ETF
+1.22%
+$7,022.8 
TRGP Targa Resources Corp.
+1.2%
+$3,908.31 
IEO iShares U.S. Oil & Gas Exploration & Production ETF
+1.19%
+$11,128.88 
RDVY First Trust Rising Dividend Achievers ETF
+1.11%
+$38,661.3 
JNJ Johnson & Johnson
+1.07%
+$2,344.42 
FPX First Trust US Equity Opportunities ETF
+1.06%
+$16,102.11 
SPHQ Invesco S&P 500 Quality ETF
+1.02%
+$6,470.64 
PAVE Global X U.S. Infrastructure Development ETF
+1.01%
+$23,111.26 
AVSC Avantis U.S. Small Cap Equity ETF
+1.01%
+$11,719.97 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.99%
+$3,536.5 
XMMO Invesco S&P MidCap Momentum ETF
+0.96%
+$32,672 
AVUV Avantis U.S. Small Cap Value ETF
+0.96%
+$69,407.6 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.95%
+$33,816.4 
VTV Vanguard Value ETF
+0.94%
+$5,203.87 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.91%
+$38,965.22 
RSP Invesco S&P 500 Equal Weight ETF
+0.91%
+$24,899.37 
AVDV Avantis International Small Cap Value ETF
+0.89%
+$60,062.24 
FNY First Trust Mid Cap Growth Fund
+0.89%
+$8,428.59 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$9,236.25 
PG Procter & Gamble Co
+0.86%
+$2,397.76 
FVC First Trust Dorsey Wright Dynamic Focus 5 ETF
+0.85%
+$5,394.33 
NLR VanEck Uranium and Nuclear ETF
+0.83%
+$69,278.93 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
+0.83%
+$29,572.77 
AIRR First Trust RBA American Industrial Renaissance ETF
+0.83%
+$59,515.82 
COWZ Pacer US Cash Cows 100 ETF
+0.82%
+$15,449.69 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
+0.82%
+$2,484.96 
WTV WisdomTree U.S. Value Fund
+0.82%
+$9,377.76 
ALAI Alger AI Enablers & Adopters ETF
+0.81%
+$12,030.58 
QGRO American Century U.S. Quality Growth ETF
+0.8%
+$31,186.16 
EMLP First Trust North American Energy Infrastructure Fund
+0.79%
+$19,248.76 
FYX First Trust Small Cap Core AlphaDEX Fund
+0.78%
+$2,473.81 
SLV iShares Silver Trust
+0.77%
+$28,306.22 
CVX Chevron Corporation
+0.75%
+$1,534.39 
EQWL Invesco S&P 100 Equal Weight ETF
+0.75%
+$45,345.6 
XLE Energy Select Sector SPDR Fund
+0.75%
+$15,817.98 
TTEQ T. Rowe Price Technology ETF
+0.74%
+$6,567.31 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.74%
+$1,923.39 
FVD First Trust Value Line Dividend Index Fund
+0.73%
+$17,194.1 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.73%
+$2,756.51 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.72%
+$2,352 
AVLV Avantis U.S. Large Cap Value ETF
+0.71%
+$65,460.85 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$2,145.2 
COST Costco Wholesale Corporation
+0.68%
+$3,589.73 
QQQM Invesco NASDAQ 100 ETF
+0.68%
+$54,132.55 
CGDV Capital Group Dividend Value ETF
+0.66%
+$207,158.72 
AVUS Avantis U.S. Equity ETF
+0.65%
+$1,886.82 
XLP Consumer Staples Select Sector SPDR Fund
+0.65%
+$21,303.7 
AVDE Avantis International Equity ETF
+0.59%
+$54,269.35 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$15,626.77 
AVRE Avantis Real Estate ETF
+0.59%
+$9,677.08 
AVXC Avantis Emerging Markets Ex China ETF
+0.58%
+$18,410.88 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.58%
+$2,595.78 
FDVV Fidelity High Dividend ETF
+0.57%
+$63,664.3 
CGCV Capital Group Conservative Equity ETF
+0.56%
+$5,645.16 
IVV iShares Core S&P 500 ETF
+0.55%
+$18,241.5 
VOO Vanguard S&P 500 ETF
+0.55%
+$4,504.96 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$120,804.93 
OIH VanEck Oil Services ETF
+0.54%
+$22,545.15 
GOOGL Alphabet Inc
+0.53%
+$8,455.57 
DFUS Dimensional U.S. Equity Market ETF
+0.53%
+$3,076.21 
CGUS Capital Group Core Equity ETF
+0.53%
+$5,565.31 
FTGS First Trust Growth Strength ETF
+0.5%
+$24,018.52 
FEGE First Eagle Global Equity ETF
+0.49%
+$7,866.22 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.47%
+$22,977.6 
NXTG First Trust Indxx NextG ETF
+0.46%
+$1,268.77 
GOOG Alphabet Inc
+0.45%
+$4,291.2 
WMT Walmart Inc.
+0.45%
+$1,890.54 
AVEM Avantis Emerging Markets Equity ETF
+0.42%
+$4,442 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.41%
+$9,298.56 
MOAT VanEck Morningstar Wide Moat Fund
+0.41%
+$3,485.16 
XMHQ Invesco S&P MidCap Quality ETF
+0.41%
+$63,415.8 
FTCS First Trust Capital Strength ETF
+0.39%
+$26,831.29 
PEP PepsiCo, Inc.
+0.38%
+$1,624.32 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$2,277.12 
FENI Fidelity Enhanced International ETF
+0.32%
+$11,003.33 
CGBL Capital Group Core Balanced ETF
+0.32%
+$41,634.36 
SLB Schlumberger Limited
+0.32%
+$828.18 
JIRE JPMorgan International Research Enhanced Equity ETF
+0.29%
+$7,461.84 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.29%
+$6,383.93 
XOM Exxon Mobil Corporation
+0.28%
+$1,241.02 
BUFR FT Vestladder Buffer ETF-USD I
+0.28%
+$22,534 
TOUS T. Rowe Price International Equity ETF
+0.26%
+$8,421.02 
AOR iShares Core 60/40 Balanced Allocation ETF
+0.26%
+$590.76 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.25%
+$22,375.78 
BP BP p.l.c. Sponsored ADR
+0.23%
+$687.8 
CGIC Capital Group International Core Equity ETF
+0.22%
+$4,281.36 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.18%
+$3,514.98 
VUG Vanguard Growth ETF
+0.18%
+$624.6 
CIEN Ciena Corporation
+0.17%
+$467.41 
NVDA NVIDIA Corporation
+0.16%
+$8,299.52 
FPE First Trust Preferred Securities and Income ETF
+0.11%
+$1,115.64 
FXH First Trust Health Care AlphaDEX Fund
+0.11%
+$1,785.55 
CGGR Capital Group Growth ETF
+0.11%
+$735.65 
MSFT Microsoft Corp.
+0.1%
+$2,455.94 
XLG Invesco S&P 500 Top 50 ETF
+0.1%
+$2,407.56 
FEOE First Eagle Overseas Equity ETF
+0.09%
+$4,155.35 
BUFQ FT Nasdaq Buffer ETF July.
+0.08%
+$740.04 
OUNZ VanEck Merk Gold Trust
+0.07%
+$166.38 
GLD SPDR Gold Shares
+0.06%
+$5,336.54 
PULS PGIM Ultra Short Bond ETF
+0.04%
+$1,070.16 
CLOI VanEck CLO ETF
+0.04%
+$497.78 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$285.18 
CRAK VANECK OIL REFINERS ETF
+0.01%
+$32 
AVSF Avantis Short-Term Fixed Income ETF
0%
$0 
BKGI BNY Mellon Global Infrastructure Income Fund
0%
$0 
CGC
0%
$0 
EPR
0%
$0 
GRYP American Bitcoin Corp. Class A Common Stock
0%
$0 
IHI iShares U.S. Medical Devices ETF
0%
$0 
LLY Eli Lilly and Company
-2.41%
-$6,372.59 
SQQQ ProShares UltraPro Short QQQ
-1.94%
-$2,275.99 
XAR SPDR S&P Aerospace & Defense ETF
-1.55%
-$7,049.92 
AAPL Apple Inc.
-1.52%
-$46,678.5 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-1.24%
-$22,138.81 
AMZN Amazon.com Inc
-1.23%
-$27,933.43 
NFLX Netflix, Inc.
-1.14%
-$1,999.5 
ETHA iShares Ethereum Trust
-1.02%
-$3,298.88 
ITA iShares U.S. Aerospace & Defense ETF
-0.95%
-$4,182.76 
AVGO Broadcom Inc.
-0.91%
-$7,175.01 
PLTM GraniteShares Platinum Trust
-0.54%
-$13,407.39 
HGER Harbor Commodity All-Weather Fund
-0.46%
-$12,038.18 
FDN First Trust Dow Jones Internet Index Fund
-0.29%
-$3,803.23 
META Meta Platforms Inc Class A
-0.26%
-$700.35 
GRMN Garmin Ltd.
-0.2%
-$906.22 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.18%
-$12,689.8 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.16%
-$7,368.2 
FTGC First Trust Global Tactical Commodity Strategy Fund
-0.1%
-$1,744.26 
EPD Enterprise Products Partners L.P.
-0.08%
-$164.4 
JSI Janus Henderson Securitized Income ETF
-0.08%
-$182.4 
FTSL First Trust Senior Loan ETF
-0.04%
-$1,785.06 
IBIT iShares Bitcoin Trust
-0.03%
-$112.56 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$116.14 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.02%
-$40 
BKUI BNY Mellon Ultra Short Income ETF
-0.01%
-$135.73 
FTSM First Trust Enhanced Short Maturity Fund
-0.01%
-$478.31 Events
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Dividends
Dividend Analysis
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| Trades 1916 | Longs Won 1213/1916 63% | Profit Factor 4.43 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $352,836.1 |
| Average Win $132,250.96 | Best Trade (Dec 31) $6.06M | Sharpe Ratio -6.31 |
| Average Loss -$51,564.31 | Worst Trade (Dec 31) -$2.26M | Z-Score -2.74 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w | Expectancy $64,807.14 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,333 | 7,500 | 6,667 | 5,833 | 5,000 | 4,167 | 3,333 | 2,500 | 1,667 | 833 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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