PVG Asset Management Corp.
PVG Asset Management Corp is a boutique investment advisory firm headquartered in Golden, Colorado. Registered with the SEC, the firm manages investment accounts for individuals and institutions. PVG focuses on portfolio management and advisory services, serving a mix of high-net-worth clients and institutional investors. While the exact founding year is not listed, their SEC filings and registration history indicate ongoing operation for over two decades with a small team.
Investment Strategy
PVG Asset Management Corp takes a diversified, multi-asset approach, actively managing equity, ETF, and alternative strategy portfolios. Their holdings include a blend of index ETFs (such as VOO, IVV), option-income funds (BXMX), and select individual equities, reflecting a focus on risk-managed, income-oriented investing for both growth and capital preservation. The firm actively trades positions to adapt to changing market conditions and client objectives.
Top Holdings
Equity Positions (55)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BIL | SPDR Barclays Capital 1-3 month (bil) | 17.60% | $5.2M | 56,360 | $91.71 | $91.73 | +$2.0M |
V VOO | Vanguard Index S&P 500 (voo) | 4.29% | $1.3M | 2,219 | $501.28 | $568.03 | +$117.5K |
D DERM | Journey Medical Corp. (derm) | 3.66% | $1.1M | 149,764 | $5.40 | $7.18 | +$46.5K |
A AVXL | Anavex Life Sciences Corp. (avxl) | 3.50% | $1.0M | 111,445 | $9.68 | $9.22 | +$318.7K |
I IVV | S&P 500 INDX (ivv) | 3.43% | $1.0M | 1,621 | $548.41 | $620.90 | +$95.1K |