Pfg Investments, LLC Purchases in Q4 2024

Pfg Investments, LLC

  • $1.61 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DGRO
Ishares Core Dividend Growth E

ETFs
1.76K
+ 23.39%
$60.73 - $64.94 $107K - $114K
9.29K $570M
SECT
Sector 10, Inc.

ETFs
1.33K
+ 6.45%
$53.17 - $57.82 $70.7K - $76.8K
21.9K $1.2B
KMB
Kimberly Clark Corp

Consumer Defensive
1.47K
+ 17.14%
$130.37 - $146.09 $192K - $215K
10K $1.32B
ALT
Altimmune, Inc.

Healthcare
13.3K
New
$6.02 - $9.85 $80.1K - $131K
13.3K $95.9M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
12.1K
New
$7.83 - $8.16 $95K - $99K
12.1K $95.3M
IAU
Ishares Gold Trust

ETFs
2.01K
+ 8.6%
$48.37 - $52.65 $97.4K - $106K
25.4K $1.26B
NAD
Nuveen Quality Municipal Income Fund

Financial Services
10.3K
+ 30.19%
$11.39 - $12.41 $117K - $127K
44.3K $516M
HD
Home Depot, Inc.

Consumer Cyclical
1.11K
+ 5.32%
$385.02 - $431.37 $428K - $479K
22K $8.56B
QUAL
Ishares Msci Usa Quality Facto

ETFs
587
+ 6.12%
$176.42 - $186.91 $104K - $110K
10.2K $1.81B
ATO
Atmos Energy Corp

Utilities
653
+ 34.72%
$136.41 - $151.43 $89.1K - $98.9K
2.53K $353M
IGV
Ishares Expanded Tech Software

ETFs
210
+ 3.25%
$87.5 - $110.17 $18.4K - $23.1K
6.68K $669M
NAN
Nuveen New York Quality Municipal Income Fund

Financial Services
8.17K
+ 66.32%
$11.08 - $11.89 $90.5K - $97.1K
20.5K $233M
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
12
+ 0.32%
$77.15 - $104.91 $926 - $1.26K
3.77K $380M
HTGC
Hercules Capital, Inc.

Financial Services
1.67K
+ 1.51%
$18.53 - $20.22 $31K - $33.8K
113K $2.26B
ACN
Accenture PLC

Technology
253
+ 7.5%
$343.9 - $376.86 $87K - $95.3K
3.63K $1.28B
CHY
Calamos Convertible & High Income Fund

Financial Services
6.38K
+ 27.17%
$11.79 - $12.56 $75.2K - $80.1K
29.9K $362M
XLY
Select Sector Spdr Consumer Di

ETFs
183
+ 11.35%
$194.8 - $239.43 $35.6K - $43.8K
1.8K $403M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.53K
+ 8.41%
$74.5 - $78.37 $188K - $198K
32.6K $2.43B
PRU
Prudential Financial Inc

Financial Services
830
+ 10.95%
$114.59 - $129.52 $95.1K - $108K
8.41K $997M
AIQ
Global X Funds Global X Artifi

ETFs
1.67K
+ 18.17%
$36.57 - $40.57 $61K - $67.7K
10.9K $419M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
10.4K
+ 37.8%
$8.51 - $9.15 $88.8K - $95.5K
38.1K $327M
QS
Quantum Scape Corp

Consumer Cyclical
17.1K
+ 83.67%
$4.73 - $6.5 $80.8K - $111K
37.5K $195M
COTY
Coty Inc.

Consumer Defensive
10.8K
New
$6.92 - $9.36 $74.5K - $101K
10.8K $74.9M
Lithium Amers Corp New
21.8K
+ 65.27%
N/A
55.3K $164M
DFS
Discover Financial Services

Financial Services
104
+ 6.16%
$136.3 - $182.67 $14.2K - $19K
1.79K $310M
TJX
Tjx Companies Inc

Consumer Cyclical
72
+ 0.36%
$112.15 - $127.2 $8.07K - $9.16K
19.9K $2.4B
CAT
Caterpillar Inc

Industrials
611
+ 11.6%
$360.37 - $416.88 $220K - $255K
5.88K $2.13B
Tonix Pharmaceuticals Hldg C
218K
New
N/A
218K $71.9M
VNQ
Vanguard Specialized Funds Van

ETFs
1.52K
+ 19.49%
$87.85 - $98.6 $133K - $150K
9.31K $829M
ALL
Allstate Corp

Financial Services
264
+ 4.55%
$181.25 - $208.2 $47.9K - $55K
6.07K $1.17B
MREO
Mereo Biopharma Group PLC

Healthcare
22.4K
+ 131.96%
$3.29 - $4.62 $73.8K - $104K
39.4K $138M
Oaktree Specialty Lending CO
6.03K
+ 24.47%
N/A
30.7K $468M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
113
+ 17.28%
$563.99 - $620.12 $63.7K - $70.1K
767 $437M
CPB
Campbell Soup CO

Consumer Defensive
2.3K
+ 49.3%
$41.42 - $48.71 $95.2K - $112K
6.96K $292M
Brookfield Corp
350
+ 3.49%
N/A
10.4K $596M
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
1.05K
+ 2.02%
$20.7 - $22.35 $21.7K - $23.4K
53K $1.15B
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
11.1K
New
$5.34 - $5.65 $59.4K - $62.8K
11.1K $60.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
963
+ 6.04%
$61.68 - $67.87 $59.4K - $65.4K
16.9K $1.05B
IEMG
Ishares Inc

ETFs
3.22K
+ 15.37%
N/A
24.2K $1.26B
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
12.5K
+ 25.07%
$18.2 - $27.01 $227K - $337K
62.2K $1.34B
Amplify ETF Tr
251
+ 3.91%
N/A
6.67K $497M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
165
+ 1.18%
$124.61 - $133.96 $20.6K - $22.1K
14.1K $1.82B
Annaly Capital Management In
13.4K
+ 12.56%
N/A
121K $2.21B
DKNG
Draft Kings Inc.

Consumer Cyclical
3.36K
+ 9.8%
$35.32 - $44.84 $119K - $151K
37.6K $1.4B
IWP
Ishares Russell Mid Cap Growth

ETFs
263
+ 11.06%
$116.4 - $138.52 $30.6K - $36.4K
2.64K $335M
PWR
Quanta Services, Inc.

Industrials
125
+ 13.72%
$296.05 - $346.6 $37K - $43.3K
1.04K $328M
GCT
Giga Cloud Technology Inc.

Technology
5.41K
+ 54.24%
N/A
15.4K $285M
BSX
Boston Scientific Corp

Healthcare
125
+ 1.56%
$83.62 - $91.5 $10.5K - $11.4K
8.11K $725M
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
4.19K
+ 27.14%
$11.34 - $12.27 $47.5K - $51.3K
19.6K $234M
Activity Summary
Buys All Purchases 569 New Holdings 88 Increased Positions 481 Sells All Sells 395 Reductions 395 Sold out 0 Options Calls 0 Puts 0
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