Pfg Investments, LLC Purchases in Q4 2024

Pfg Investments, LLC

  • $1.61 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PL
Planet Labs Pbc

Industrials
13.5K
New
$2.1 - $4.52 $28.4K - $61K
13.5K $54.5M
ENX
Eaton Vance New York Municipal Bond Fund

Financial Services
6.54K
+ 34.85%
$9.4 - $10.0 $61.5K - $65.4K
25.3K $241M
AVLV
American Centy ETF Tr Avantis
741
+ 19.27%
$65.51 - $71.22 $48.5K - $52.8K
4.59K $306M
OXY
Occidental Petroleum Corp

Energy
1.94K
+ 9.64%
$45.36 - $55.91 $88.2K - $109K
22.1K $1.09B
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
503
+ 9.59%
N/A
5.75K $607M
IDV
Ishares Tr

ETFs
3.05K
+ 28.15%
$27.03 - $29.92 $82.4K - $91.2K
13.9K $380M
ITA
Ishares Tr

ETFs
536
+ 8.76%
$144.31 - $157.31 $77.4K - $84.3K
6.66K $967M
RDVY
First Trust Rising Dividend Ac

ETFs
877
+ 11.81%
$58.65 - $64.37 $51.4K - $56.5K
8.3K $491M
BRFS
Brf S.A.

Consumer Defensive
12.5K
New
$4.05 - $4.77 $50.7K - $59.7K
12.5K $51M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
557
+ 7.51%
$43.37 - $51.46 $24.2K - $28.7K
7.97K $384M
Aeva Technologies Inc
10K
New
N/A
10K $47.6M
TDIV
First Trust Nasdaq Technology

ETFs
749
+ 12.09%
$78.03 - $82.13 $58.4K - $61.5K
6.94K $545M
BNDX
Vanguard Total International B

ETFs
1.35K
+ 8.23%
$48.91 - $50.61 $66K - $68.3K
17.7K $870M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
42
+ 2.93%
$340.59 - $380.5 $14.3K - $16K
1.48K $541M
CHTR
Charter Communications, Inc.

Communication Services
25
+ 1.28%
$315.38 - $408.02 $7.88K - $10.2K
1.98K $677M
KKR
Kkr & Co. Inc.

Financial Services
108
+ 6.5%
$129.87 - $162.87 $14K - $17.6K
1.77K $262M
WBS
Webster Financial Corp

Financial Services
116
+ 2.63%
$44.33 - $62.82 $5.14K - $7.29K
4.52K $250M
PAYX
Paychex Inc

Industrials
32
+ 0.49%
$135.86 - $148.73 $4.35K - $4.76K
6.62K $928M
NWL
Newell Brands Inc.

Consumer Defensive
981
+ 6.61%
$7.18 - $11.63 $7.04K - $11.4K
15.8K $157M
Fortress Biotech Inc
16K
+ 82.77%
N/A
35.3K $71.4M
STWD
Starwood Property Trust, Inc.

Real Estate
4.17K
+ 16.8%
$18.95 - $20.37 $79K - $84.9K
29K $549M
WIT
Wipro LTD

Technology
12.2K
New
$3.54 - $7.24 $43.2K - $88.3K
12.2K $43.2M
ECC
Eagle Point Credit CO Inc.

Financial Services
65.9K
+ 11.9%
$8.7 - $9.98 $573K - $658K
619K $5.5B
EVRG
Evergy, Inc.

Utilities
719
+ 20.1%
$59.06 - $65.0 $42.5K - $46.7K
4.3K $264M
NRGV
Energy Vault Holdings, Inc.

Utilities
18.6K
New
$0.88 - $2.47 $16.4K - $45.9K
18.6K $42.4M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
281
+ 1.58%
$53.94 - $58.15 $15.2K - $16.3K
18.1K $1.02B
MAR
Marriott International Inc

Consumer Cyclical
2
+ 0.15%
$246.06 - $292.59 $492 - $585
1.35K $377M
CDNS
Cadence Design Systems Inc

Technology
4
+ 0.3%
$249.1 - $324.54 $996 - $1.3K
1.33K $401M
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
668
+ 4.73%
$22.75 - $25.31 $15.2K - $16.9K
14.8K $364M
FIS
Fidelity National Information Services, Inc.

Technology
613
+ 18.11%
$80.14 - $90.95 $49.1K - $55.8K
4K $323M
PLX
Protalix Bio Therapeutics, Inc.

Healthcare
20.7K
New
$0.99 - $1.92 $20.5K - $39.8K
20.7K $39M
VCR
Vanguard Consumer Discretionar

ETFs
42
+ 6.41%
$328.51 - $401.37 $13.8K - $16.9K
697 $262M
VTV
Vanguard Value ETF

ETFs
608
+ 4.96%
$168.32 - $181.87 $102K - $111K
12.9K $2.18B
DBA
Invesco Db Agriculture Fund

ETFs
1.14K
+ 7.42%
$24.81 - $27.83 $28.3K - $31.7K
16.5K $438M
FNV
Franco Nevada Corp

Basic Materials
665
+ 10.92%
$113.26 - $137.22 $75.3K - $91.3K
6.75K $794M
CHD
Church & Dwight CO Inc

Consumer Defensive
354
+ 6.15%
$99.11 - $112.25 $35.1K - $39.7K
6.11K $640M
NIO
Nio Inc.

Consumer Cyclical
41K
+ 66.42%
$4.31 - $7.21 $177K - $295K
103K $448M
MSI
Motorola Solutions, Inc.

Technology
32
+ 1.96%
$449.08 - $504.6 $14.4K - $16.1K
1.67K $771M
IVE
Ishares S&P 500 Value ETF

ETFs
394
+ 6.18%
$189.5 - $206.17 $74.7K - $81.2K
6.77K $1.29B
PNR
Pentair PLC

Industrials
244
+ 6.84%
$95.0 - $109.21 $23.2K - $26.6K
3.81K $384M
AGZD
Wisdom Tree Interest Rate Hedg

ETFs
1.5K
+ 13.44%
$22.28 - $22.66 $33.3K - $33.9K
12.6K $284M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
274
+ 7.24%
$100.38 - $107.86 $27.5K - $29.6K
4.06K $418M
FTSL
First Trust Senior Ln Fund

ETFs
687
+ 13.73%
$45.9 - $46.48 $31.5K - $31.9K
5.69K $263M
NDAQ
Nasdaq, Inc.

Financial Services
226
+ 6.23%
$70.87 - $83.05 $16K - $18.8K
3.85K $298M
RSG
Republic Services, Inc.

Industrials
152
+ 4.25%
$198.0 - $218.75 $30.1K - $33.3K
3.73K $750M
TRV
Travelers Companies, Inc.

Financial Services
25
+ 0.7%
$225.97 - $266.66 $5.65K - $6.67K
3.58K $862M
TECB
Ishares Tr Us Tech Breakthroug

ETFs
226
+ 2.43%
$50.52 - $56.61 $11.4K - $12.8K
9.52K $506M
TFC
Truist Financial Corp

Financial Services
499
+ 3.58%
$41.51 - $48.1 $20.7K - $24K
14.4K $626M
OMF
One Main Holdings, Inc.

Financial Services
42
+ 0.77%
$45.27 - $57.43 $1.9K - $2.41K
5.47K $285M
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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