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:
75.18%
Gain -1.8%
Monthly
0.79%
Yearly
9.86%
Drawdown
17.04%
$439.21M
Equity
Holdings
$439.21M
Investment
$349.3M
$135.8M
Profit -$5.49M
Realized
$45.89M
Unrealized
$89.91M
Dividends
$23.92M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.8%
Profit
-$5.49M
Win %
85%
This Week
Compared To Last Week
Gain
-1.25%
Profit
-$5.56M
Win %
85%
This Month
Compared to last month
Gain
-0.93%
Profit
-$4.1M
Win %
85%
This Year
Compared to last year
Gain
11.07%
Profit
$43.76M
Win %
83%
AMZN Amazon.com Inc
+15.32%
+$340,486.87 
GOOG Alphabet Inc
+6.88%
+$61,605.54 
GOOGL Alphabet Inc
+6.73%
+$99,474.69 
META Meta Platforms Inc Class A
+3.28%
+$8,539.44 
MSFT Microsoft Corp.
+3.02%
+$83,626.74 
NVDA NVIDIA Corporation
+2.93%
+$148,094.74 
FDN First Trust Dow Jones Internet Index Fund
+2.59%
+$33,839.44 
OIH VanEck Oil Services ETF
+2.39%
+$88,408.2 
CVX Chevron Corporation
+2.35%
+$4,953.92 
BP BP p.l.c. Sponsored ADR
+2.26%
+$6,878 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$95,260.46 
OKE ONEOK, Inc.
+1.95%
+$6,331.86 
FCG First Trust Natural Gas ETF
+1.91%
+$88,616.55 
HCA HCA Healthcare Inc.
+1.72%
+$8,119.19 
VOLT Tema Electrification Fund
+1.62%
+$17,299.98 
PXE Invesco Energy Exploration & Production ETF
+1.6%
+$7,277.31 
AIRR First Trust RBA American Industrial Renaissance ETF
+1.59%
+$102,749.18 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+1.53%
+$98,254.12 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$32,351.24 
ALAI Alger AI Enablers & Adopters ETF
+1.4%
+$20,417.56 
SLB Schlumberger Limited
+1.39%
+$3,128.68 
IEO iShares U.S. Oil & Gas Exploration & Production ETF
+1.37%
+$13,911.12 
CIEN Ciena Corporation
+1.34%
+$3,062.69 
CGUS Capital Group Core Equity ETF
+1.29%
+$13,792.29 
AMAT Applied Materials, Inc.
+1.18%
+$8,201.03 
VUG Vanguard Growth ETF
+1.1%
+$3,872.52 
XLG Invesco S&P 500 Top 50 ETF
+1.06%
+$25,680.64 
TTEQ T. Rowe Price Technology ETF
+1.05%
+$8,575.15 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+1.05%
+$18,297.29 
XLE Energy Select Sector SPDR Fund
+1%
+$21,703.74 
UNP Union Pacific Corporation
+0.92%
+$3,073.18 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.87%
+$18,077.04 
XAR SPDR S&P Aerospace & Defense ETF
+0.77%
+$3,237.85 
TSLA Tesla, Inc.
+0.76%
+$8,118.33 
TRGP Targa Resources Corp.
+0.76%
+$2,456.3 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$161,680.06 
VOO Vanguard S&P 500 ETF
+0.71%
+$5,885.51 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$4,006.25 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$52,771.88 
IVV iShares Core S&P 500 ETF
+0.69%
+$22,835.2 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$33,461.42 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$60,008.31 
QTUM Defiance Quantum ETF
+0.67%
+$3,402.8 
CGGR Capital Group Growth ETF
+0.65%
+$4,266.77 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$16,441.32 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$2,844.27 
CGDV Capital Group Dividend Value ETF
+0.63%
+$200,685.01 
ET Energy Transfer L.P.
+0.59%
+$2,408.16 
AVUS Avantis U.S. Equity ETF
+0.57%
+$1,656.72 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$2,093.45 
PAVE Global X U.S. Infrastructure Development ETF
+0.46%
+$10,360.3 
BUFQ FT Nasdaq Buffer ETF July.
+0.42%
+$3,946.88 
BUFR FT Vestladder Buffer ETF-USD I
+0.41%
+$33,801 
QGRO American Century U.S. Quality Growth ETF
+0.4%
+$15,254.1 
AVGO Broadcom Inc.
+0.37%
+$2,952 
PG Procter & Gamble Co
+0.37%
+$1,000.64 
EMLP First Trust North American Energy Infrastructure Fund
+0.36%
+$9,058.24 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,153.2 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$13,036.77 
FTGS First Trust Growth Strength ETF
+0.31%
+$15,749.76 
SMH VanEck Semiconductor ETF
+0.3%
+$19,983.92 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.28%
+$731.43 
QTEC First Trust NASDAQ-100 Technology Index Fund
+0.27%
+$11,058.26 
XMHQ Invesco S&P MidCap Quality ETF
+0.26%
+$42,277.2 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$1,991.54 
XMMO Invesco S&P MidCap Momentum ETF
+0.22%
+$6,856.92 
JNJ Johnson & Johnson
+0.21%
+$489.19 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$3,862.43 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
+0.18%
+$6,448.89 
T AT&T Inc.
+0.17%
+$516.8 
AVLV Avantis U.S. Large Cap Value ETF
+0.14%
+$13,092.27 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.11%
+$4,227.05 
FPE First Trust Preferred Securities and Income ETF
+0.11%
+$1,115.64 
FTSL First Trust Senior Loan ETF
+0.11%
+$4,462.65 
FLMX Franklin FTSE Mexico ETF
+0.1%
+$3,926.91 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$999.45 
IDMO Invesco S&P International Developed Momentum ETF
+0.1%
+$4,002.06 
WMT Walmart Inc.
+0.09%
+$350.11 
FEGE First Eagle Global Equity ETF
+0.08%
+$1,284.28 
EQWL Invesco S&P 100 Equal Weight ETF
+0.07%
+$4,251.06 
AOR iShares Core 60/40 Balanced Allocation ETF
+0.06%
+$131.28 
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.04%
+$601.47 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$2,352.8 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.02%
+$847.07 
BKUI BNY Mellon Ultra Short Income ETF
0%
$0 
HGER Harbor Commodity All-Weather Fund
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 CGC
CGC
0%
$0 
AAPL Apple Inc.
-7.35%
-$254,345.96 
ABTC Gryphon Digital Mining, Inc
-6.44%
-$17,466.4 
GDXJ VanEck Junior Gold Miners ETF
-3.69%
-$85,917.37 
GDX VanEck Gold Miners ETF
-3.49%
-$116,121.81 
SILJ Amplify Junior Silver Miners ETF
-3.45%
-$44,380.3 
SIL Global X Silver Miners UCITS ETF USD Accumulating
-3.2%
-$95,706.56 
ETHA iShares Ethereum Trust
-3.03%
-$11,165.44 
EPR EPR Properties
-3.03%
-$51,660.31 
IBIT iShares Bitcoin Trust
-2.89%
-$11,933.48 
B BARRICK MINING CORP Common Stock (ABR0)
-2.57%
-$5,868.5 
SLV iShares Silver Trust
-2.13%
-$68,657.64 
APLD Applied Digital Corporation
-2.07%
-$5,336 
NFLX Netflix, Inc.
-2%
-$3,139 
SQQQ ProShares UltraPro Short QQQ
-2%
-$2,564.09 
URA Global X Uranium ETF
-1.64%
-$13,699.4 
OUNZ VanEck Merk Gold Trust
-1.52%
-$3,327.6 
GLD SPDR Gold Shares
-1.49%
-$136,324.1 
NLR VanEck Uranium and Nuclear ETF
-1.41%
-$104,947.29 
FPX First Trust US Equity Opportunities ETF
-1.38%
-$19,947.47 
GRMN Garmin Ltd.
-1.27%
-$7,117.74 
BLOK Amplify Transformational Data Sharing ETF
-1.22%
-$5,745.83 
CRAK VANECK OIL REFINERS ETF
-1.04%
-$3,712 
XOM Exxon Mobil Corporation
-0.97%
-$4,631.31 
FTRI First Trust Indxx Global Natural Resources Income ETF
-0.96%
-$2,352.32 
FEOE First Eagle Overseas Equity ETF
-0.93%
-$43,215.64 
COPX Global X Copper Miners ETF
-0.81%
-$46,383.36 
AVRE Avantis Real Estate ETF
-0.75%
-$12,787.57 
REMX VanEck Rare Earth and Strategic Metals ETF
-0.72%
-$7,374.24 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$15,321.56 
FXH First Trust Health Care AlphaDEX Fund
-0.7%
-$12,361.47 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$4,459.32 
NXTG First Trust Indxx NextG ETF
-0.64%
-$1,679.8 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.63%
-$16,478.23 
HUT Hut 8 Corp.
-0.59%
-$4,202.88 
FYX First Trust Small Cap Core AlphaDEX Fund
-0.58%
-$1,918.96 
TOUS T. Rowe Price International Equity ETF
-0.58%
-$19,115.9 
JSI Janus Henderson Securitized Income ETF
-0.57%
-$1,322.4 
FNY First Trust Mid Cap Growth Fund
-0.55%
-$5,165.91 
LLY Eli Lilly and Company
-0.53%
-$1,397.64 
CGIC Capital Group International Core Equity ETF
-0.53%
-$10,168.23 
FTCS First Trust Capital Strength ETF
-0.51%
-$36,983.67 
FVC First Trust Dorsey Wright Dynamic Focus 5 ETF
-0.51%
-$3,088.94 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$16,268.16 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$31,948 
SPHQ Invesco S&P 500 Quality ETF
-0.47%
-$2,941.2 
AVDE Avantis International Equity ETF
-0.46%
-$43,005.9 
PEP PepsiCo, Inc.
-0.46%
-$1,925.12 
IHI iShares U.S. Medical Devices ETF
-0.44%
-$1,343.2 
FENI Fidelity Enhanced International ETF
-0.37%
-$12,696.15 
FDVV Fidelity High Dividend ETF
-0.35%
-$40,017.56 
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF
-0.34%
-$8,825.81 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$4,848.06 
AVXC Avantis Emerging Markets Ex China ETF
-0.32%
-$9,589 
PULS PGIM Ultra Short Bond ETF
-0.3%
-$8,026.2 
FTSM First Trust Enhanced Short Maturity Fund
-0.3%
-$17,219.34 
BKGI BNY Mellon Global Infrastructure Income Fund
-0.29%
-$1,405.17 
VTV Vanguard Value ETF
-0.27%
-$1,527.48 
COST Costco Wholesale Corporation
-0.24%
-$1,228.9 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$2,207.36 
EPD Enterprise Products Partners L.P.
-0.18%
-$383.61 
FVD First Trust Value Line Dividend Index Fund
-0.18%
-$4,421.34 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$4,848.92 
AVSC Avantis U.S. Small Cap Equity ETF
-0.17%
-$1,980.84 
WTV WisdomTree U.S. Value Fund
-0.13%
-$1,562.96 
PLTM GraniteShares Platinum Trust
-0.13%
-$2,979.42 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
-0.12%
-$360.72 
RAAX VanEck Real Assets ETF
-0.08%
-$1,120.05 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$245 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$314.64 
CGCV Capital Group Conservative Equity ETF
-0.06%
-$627.24 
CLOI VanEck CLO ETF
-0.06%
-$746.67 
CGBL Capital Group Core Balanced ETF
-0.05%
-$6,939.06 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$80 
AVSF Avantis Short-Term Fixed Income ETF
-0.02%
-$300.4 
TGT Target Corporation
-0.01%
-$48.17 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$58.09 Events
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Dividends
Dividend Analysis
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| Trades 1916 | Longs Won 1263/1916 65% | Profit Factor 4.56 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $372,292.6 |
| Average Win $137,695.87 | Best Trade (Dec 31) $6.06M | Sharpe Ratio -9.98 |
| Average Loss -$58,362.53 | Worst Trade (Dec 31) -$2.26M | Z-Score -3.12 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w 3d | Expectancy $70,876.38 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,519 | 6,767 | 6,015 | 5,263 | 4,511 | 3,759 | 3,008 | 2,256 | 1,504 | 752 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 10,373 | $1.66M | $3.2M | - | $1.55M | 93.29% | -7.354% |
| ABTC Gryphon Digital Mining, Inc | 45,964.21 | $890,921.75 | $253,722.44 | - | -$637,199.31 | -71.52% | -6.441% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 56,147 | $3.79M | $6.57M | - | $2.78M | 73.18% | +1.588% |
| ALAI Alger AI Enablers & Adopters ETF | 34,373 | $1.26M | $1.48M | - | $215,101.34 | 17.03% | +1.401% |
| AMAT Applied Materials, Inc. | 1,390 | $260,615.92 | $705,661.31 | - | $445,045.39 | 170.77% | +1.176% |
| AMZN Amazon.com Inc | 9,437 | $1.38M | $2.56M | - | $1.18M | 85.63% | +15.321% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 3,282 | $211,295.16 | $224,915.46 | - | $13,620.3 | 6.45% | +0.058% |
| APLD Applied Digital Corporation | 9,200 | $218,408 | $251,988 | - | $33,580 | 15.37% | -2.074% |
| AVDE Avantis International Equity ETF | 102,395 | $8.33M | $9.34M | - | $1.01M | 12.06% | -0.458% |
| AVDV Avantis International Small Cap Value ETF | 63,896 | $5.74M | $6.69M | - | $949,256.5 | 16.55% | -0.476% |
| AVEM Avantis Emerging Markets Equity ETF | 11,105 | $834,096.55 | $994,008.55 | - | $159,912 | 19.17% | +0.101% |
| AVGO Broadcom Inc. | 2,050 | $670,296.85 | $798,024 | - | $127,727.15 | 19.06% | +0.371% |
| AVLV Avantis U.S. Large Cap Value ETF | 100,709 | $7.28M | $9.28M | - | $2M | 27.54% | +0.141% |
| AVRE Avantis Real Estate ETF | 34,561 | $1.54M | $1.68M | - | $147,971.62 | 9.64% | -0.754% |
| AVSC Avantis U.S. Small Cap Equity ETF | 16,507 | $946,691.57 | $1.19M | - | $247,424.81 | 26.14% | -0.166% |
| AVSF Avantis Short-Term Fixed Income ETF | 30,040 | $1.42M | $1.39M | - | -$24,835.92 | -1.75% | -0.022% |
| AVUS Avantis U.S. Equity ETF | 2,301 | $250,118.7 | $293,607.6 | - | $43,488.9 | 17.39% | +0.567% |
| AVUV Avantis U.S. Small Cap Value ETF | 58,820 | $5.86M | $7.37M | - | $1.51M | 25.83% | +0.032% |
| AVXC Avantis Emerging Markets Ex China ETF | 38,356 | $2.59M | $2.96M | - | $369,828.55 | 14.26% | -0.322% |
| B BARRICK MINING CORP Common Stock (ABR0) | 6,050 | $198,258.5 | $222,216.5 | - | $23,958 | 12.08% | -2.573% |
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FAQ
Which stocks have generated the highest profits for Craig Kurth?
The largest contributions to the portfolio's profits come from the following stocks: Global X Silver Miners UCITS ETF USD Accumulating - $16.77M, VanEck Gold Miners ETF - $14.71M, VanEck Junior Gold Miners ETF - $4.73M, SPDR Gold Shares - $3.79M, and Praxis Precision Medicines Inc - $3.17M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Innovative Industrial Properties Inc - $2.14M, First Trust Rising Dividend Achievers ETF - $1.52M, Consumer Discretionary Select Sector SPDR Fund - $1.12M, American Century Quality Diversified International ETF - $983,301.21, and First Trust US Equity Opportunities ETF - $983,078.6. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Craig Kurth's portfolio generate?
The portfolio generates substantial dividend income, with a total of $23.92M earned over time. The largest contributors to dividend income include First Trust Global Tactical Commodity Strategy Fund - $4.08M, First Trust Value Line Dividend Index Fund - $1.03M, First Trust Capital Strength ETF - $731,129.24, First Trust Enhanced Short Maturity Fund - $688,097.47, and SPDR S&P 500 ETF Trust - $665,070.64. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Craig Kurth's monthly returns?
Craig Kurth's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Craig Kurth's strategy be considered aggressive or moderate?
Craig Kurth's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Craig Kurth's strategy?
Craig Kurth's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
