Pfg Investments, LLC Reduced Holdings in Q3 2025

Pfg Investments, LLC

  • $1.93 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NMFC
New Mountain Finance Corp

Financial Services
-2.15K
- 6.78%
$9.64 - $10.84 $20.7K - $23.3K
29.6K $285M
NGG
National Grid PLC

Utilities
-429
- 4.33%
$67.98 - $74.38 $29.2K - $31.9K
9.47K $688M
AJG
Arthur J. Gallagher & Co.

Financial Services
-35
- 0.98%
$284.17 - $319.49 $9.95K - $11.2K
3.55K $1.1B
NKE
Nike, Inc.

Consumer Cyclical
-527
- 6.16%
$69.24 - $79.24 $36.5K - $41.8K
8.03K $560M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-979
- 6.07%
$52.39 - $53.11 $51.3K - $52K
15.1K $803M
American Healthcare Reit Inc
-2.17K
- 25.9%
N/A
6.21K $261M
SPYI
Shp ETF Tr Neos S&P 500 High I
-3.29K
- 5.08%
N/A
61.5K $3.22B
ARES
Ares Management Corp

Financial Services
-148
- 10.02%
$159.89 - $192.76 $23.7K - $28.5K
1.33K $213M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-1.84K
- 18.04%
$23.54 - $23.97 $43.4K - $44.2K
8.37K $200M
PINS
Pinterest, Inc.

Communication Services
-122
- 1.17%
$32.17 - $39.17 $3.92K - $4.78K
10.3K $330M
CRSP
Crispr Therapeutics Ag

Healthcare
-3.85K
- 29.85%
$48.51 - $68.14 $187K - $262K
9.05K $586M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-52
- 2.96%
$196.15 - $217.83 $10.2K - $11.3K
1.7K $343M
EEM
Ishares Msci Emerging Markets

ETFs
-1.65K
- 17.58%
$48.07 - $53.4 $79.5K - $88.3K
7.75K $414M
VNQ
Vanguard Specialized Funds Van

ETFs
-678
- 6.74%
$88.47 - $93.24 $60K - $63.2K
9.38K $857M
USA
Liberty All Star Equity Fund

Financial Services
-1.24K
- 1.93%
$6.34 - $6.94 $7.88K - $8.63K
63K $399M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-729
- 4.79%
$50.53 - $50.82 $36.8K - $37K
14.5K $735M
TIP
Ishares Tr Tips Bd ETF

ETFs
-493
- 3.07%
$109.11 - $111.88 $53.8K - $55.2K
15.6K $1.73B
HLN
Haleon PLC

Healthcare
-528
- 2.44%
$8.72 - $10.35 $4.6K - $5.46K
21.1K $190M
SMB
Vaneck Short Muni ETF

ETFs
-2.09K
- 13.79%
$17.24 - $17.48 $36K - $36.6K
13.1K $228M
MSI
Motorola Solutions, Inc.

Technology
-205
- 12.14%
$408.73 - $490.3 $83.8K - $101K
1.48K $679M
DLR
Digital Realty Trust, Inc.

Real Estate
-113
- 1.4%
$161.21 - $180.02 $18.2K - $20.3K
7.96K $1.38B
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-313
- 6.9%
$99.12 - $99.52 $31K - $31.1K
4.22K $420M
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
-541
- 12.02%
$51.82 - $60.27 $28K - $32.6K
3.96K $208M
BLD
Top Build Corp

Industrials
-200
- 27.89%
$343.19 - $443.31 $68.6K - $88.7K
517 $202M
RNG
Ring Central, Inc.

Technology
-1.04K
- 4.25%
$23.62 - $32.44 $24.7K - $33.9K
23.5K $666M
DEO
Diageo PLC

Consumer Defensive
-165
- 6.49%
$93.64 - $115.33 $15.5K - $19K
2.38K $227M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.48K
- 7.1%
$62.09 - $66.51 $92.1K - $98.7K
19.4K $1.27B
TTE
Total Energies Se

Energy
-189
- 2.03%
N/A
9.13K $545M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-1.31K
- 5.95%
$24.39 - $24.93 $31.8K - $32.5K
20.6K $509M
STAG
Stag Industrial, Inc.

Real Estate
-504
- 6.03%
$34.28 - $36.97 $17.3K - $18.6K
7.85K $277M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-1.02K
- 20.91%
$46.69 - $59.27 $47.5K - $60.3K
3.85K $204M
Greystone Housing Impact Inv
-1.16K
- 8.62%
N/A
12.3K $126M
BR
Broadridge Financial Solutions, Inc.

Technology
-8
- 0.19%
$233.75 - $266.89 $1.87K - $2.14K
4.24K $1.01B
SRLN
Ssga Active Trust

ETFs
-526
- 4.63%
$41.28 - $41.65 $21.7K - $21.9K
10.8K $450M
Solventum Corp
-137
- 3.25%
N/A
4.08K $298M
SHEL
Shell PLC

Energy
-624
- 2.85%
$69.82 - $73.93 $43.6K - $46.1K
21.3K $1.52B
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
-182
- 4.56%
$79.9 - $92.0 $14.5K - $16.7K
3.81K $305M
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
-177
- 3.57%
N/A
4.78K $505M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-6
- 0.32%
$185.65 - $214.38 $1.11K - $1.29K
1.85K $370M
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
-9.11K
- 3.5%
$9.32 - $10.2 $84.9K - $92.9K
251K $2.56B
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
-900
- 8.59%
$22.45 - $23.2 $20.2K - $20.9K
9.58K $221M
NMCO
Nuveen Municipal Credit Opportunities Fund

N/A
-2.32K
- 3.73%
$9.99 - $10.91 $23.2K - $25.3K
59.9K $650M
BIGZ
Black Rock Innovation & Growth Trust
-769
- 4.32%
N/A
17K $114M
WDAY
Workday, Inc.

Technology
-73
- 5.02%
$213.69 - $247.69 $15.6K - $18.1K
1.38K $333M
EAD
Allspring Income Opportunities Fund

Financial Services
-1.92K
- 3.24%
$6.91 - $7.16 $13.2K - $13.7K
57.3K $402M
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
-2.5K
- 12.64%
$10.68 - $11.59 $26.7K - $29K
17.3K $200M
CSX
Csx Corp

Industrials
-2.07K
- 10.33%
$32.05 - $36.52 $66.4K - $75.6K
18K $638M
HYG
Ishares Tr

ETFs
-236
- 3.78%
$79.85 - $81.32 $18.8K - $19.2K
6.01K $488M
RYLD
Global X Fds Russell 2000 Cove

ETFs
-1.7K
- 2.4%
$14.46 - $15.29 $24.5K - $25.9K
68.9K $1.04B
Activity Summary
Buys All Purchases 711 New Holdings 132 Increased Positions 579 Sells All Sells 341 Reductions 341 Sold out 0 Options Calls 0 Puts 0
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