Pfg Advisors Purchases in Q4 2024

Pfg Advisors

  • $1.59 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FAD
First Tr Multi Cap Growth Alph

ETFs
1.88K
New
$131.79 - $150.3 $247K - $282K
1.88K $259K
VGIT
Vanguard Intermediate Term Tre

ETFs
4.74K
+ 63.07%
$57.78 - $60.4 $274K - $286K
12.3K $710K
NUSC
Nuveen Esg Small Cap ETF

ETFs
6.1K
New
$41.74 - $46.2 $255K - $282K
6.1K $255K
VGT
Vanguard Information Technolog

ETFs
73
+ 1.23%
$571.78 - $647.97 $41.7K - $47.3K
6K $3.73M
USB
Us Bancorp \De\

Financial Services
5.31K
New
$43.98 - $53.66 $233K - $285K
5.31K $253K
XLK
Technology Sector Spdr

ETFs
333
+ 1.31%
$220.26 - $241.44 $73.3K - $80.4K
25.7K $5.97M
SNPS
Synopsys Inc

Technology
723
+ 14.5%
$485.36 - $588.0 $351K - $425K
5.71K $2.77M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
4.06K
+ 10.65%
$98.47 - $109.35 $400K - $444K
42.2K $4.15M
PAVE
Global X Fds Us Infrastructure

ETFs
7.11K
+ 11.12%
$40.41 - $45.95 $287K - $327K
71K $2.87M
SRLN
Ssga Active Trust

ETFs
5.7K
+ 36.22%
$41.48 - $42.08 $236K - $240K
21.4K $894K
OMFL
Invesco Exchange Traded Self I

ETFs
3.28K
+ 6.93%
$52.49 - $56.58 $172K - $186K
50.6K $2.75M
MHK
Mohawk Industries Inc

Consumer Cyclical
2K
New
$116.82 - $161.27 $233K - $322K
2K $237K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
5K
New
$44.28 - $51.47 $221K - $257K
5K $236K
CRM
Salesforce, Inc.

Technology
273
+ 11.71%
$270.87 - $367.87 $73.9K - $100K
2.6K $870K
FLRN
Spdr Bloomberg Investment Grad

ETFs
7.54K
+ 17.26%
$30.67 - $30.84 $231K - $232K
51.2K $1.57M
ET
Energy Transfer LP

Energy
1.32K
+ 2.33%
$16.05 - $19.86 $21.2K - $26.3K
58.2K $1.14M
MCK
Mckesson Corp

Healthcare
400
New
$482.27 - $628.5 $193K - $251K
400 $227K
FLHY
Franklin Templeton ETF Tr Libe

ETFs
12.1K
+ 10.95%
$23.7 - $24.34 $286K - $294K
122K $2.92M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1.95K
+ 33.59%
$100.18 - $109.1 $195K - $212K
7.74K $811K
SCHW
Schwab Charles Corp

Financial Services
2.97K
New
$63.31 - $82.85 $188K - $246K
2.97K $219K
WMK
Weis Markets Inc

Consumer Defensive
3.24K
New
$62.89 - $75.93 $204K - $246K
3.24K $219K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
384
+ 6.99%
$563.99 - $620.12 $217K - $238K
5.88K $3.35M
AIQ
Global X Funds Global X Artifi

ETFs
5.63K
New
$36.57 - $40.57 $206K - $228K
5.63K $217K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
466
+ 3.84%
$198.04 - $221.51 $92.3K - $103K
12.6K $2.65M
MWA
Mueller Water Products, Inc.

Industrials
9.55K
New
$21.37 - $25.97 $204K - $248K
9.55K $214K
NOCT
Innovator Growth 100 Power Buf

ETFs
4.15K
New
$49.49 - $52.11 $206K - $216K
4.15K $213K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
3.51K
+ 7.15%
$46.53 - $49.91 $163K - $175K
52.5K $2.53M
WTFC
Wintrust Financial Corp

Financial Services
1.69K
New
$104.15 - $138.5 $176K - $235K
1.69K $211K
VOOV
Vanguard S&P 500 Value ETF

ETFs
1.13K
New
$184.21 - $199.29 $209K - $226K
1.13K $209K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
3.2K
New
$64.85 - $73.04 $208K - $234K
3.2K $209K
GM
General Motors CO

Consumer Cyclical
3.94K
New
$44.82 - $60.2 $176K - $237K
3.94K $209K
JHMM
John Hancock Multifactor Mid C

ETFs
3.97K
+ 6.06%
$59.61 - $64.8 $237K - $257K
69.4K $4.15M
IQV
Iqvia Holdings Inc.

Healthcare
1.89K
+ 45.34%
$190.97 - $236.63 $362K - $448K
6.07K $1.19M
ISRG
Intuitive Surgical Inc

Healthcare
49
+ 0.85%
$471.27 - $550.62 $23.1K - $27K
5.84K $3.05M
IYF
Ishares Tr

ETFs
1.84K
New
$102.7 - $119.05 $189K - $219K
1.84K $203K
KMLM
Kraneshares Tr Kfa Mlm Index E

ETFs
7.19K
New
$27.51 - $29.16 $198K - $210K
7.19K $201K
ADP
Automatic Data Processing Inc

Industrials
65
+ 0.58%
$280.08 - $307.97 $18.2K - $20K
11.3K $3.31M
ICVT
Ishares Tr Convertible Bond Et

ETFs
2.14K
+ 21.23%
$83.09 - $89.28 $178K - $191K
12.2K $1.04M
IAK
Ishares Tr

ETFs
1.74K
+ 16.67%
$123.78 - $138.16 $215K - $240K
12.2K $1.54M
CB
Chubb LTD

Financial Services
840
+ 25.05%
$271.57 - $301.89 $228K - $254K
4.19K $1.16M
AJG
Arthur J. Gallagher & Co.

Financial Services
503
+ 2.75%
$278.49 - $315.16 $140K - $159K
18.8K $5.34M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
172K
+ 202.73%
$22.01 - $66.82 $3.78M - $11.5M
257K $5.82M
DFAS
Dimensional ETF Tr U S Small C

ETFs
2.66K
+ 5.73%
$63.58 - $71.15 $169K - $189K
49K $3.19M
AME
Ametek Inc

Industrials
130
+ 0.71%
$165.89 - $197.38 $21.6K - $25.7K
18.5K $3.33M
EFV
Msci Eafe Value ETF

ETFs
9.8K
+ 14.86%
$51.78 - $57.15 $507K - $560K
75.8K $3.98M
BBAI
Big Bear.Ai Holdings, Inc.

Technology
39.8K
New
$1.38 - $4.81 $54.9K - $191K
39.8K $176K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
4.02K
+ 28.04%
$49.87 - $52.46 $200K - $211K
18.4K $916K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
2.27K
+ 11.94%
N/A
21.3K $1.59M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.26K
+ 46.98%
$77.86 - $79.27 $176K - $179K
7.06K $550K
Activity Summary
Buys All Purchases 386 New Holdings 54 Increased Positions 332 Sells All Sells 283 Reductions 283 Sold out 0 Options Calls 0 Puts 0
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