Pfg Advisors New Holdings in Q3 2025

Pfg Advisors

  • $2.32 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
12.3K
New
$22.45 - $23.2 $276K - $285K
12.3K $283K
GBIL
Goldman Sachs Access Treasury

ETFs
2.82K
New
$99.82 - $100.23 $282K - $283K
2.82K $282K
STX
Seagate Technology Holdings PLC

Technology
1.2K
New
$142.01 - $236.06 $170K - $282K
1.2K $282K
PGR
Progressive Corp

Financial Services
1.13K
New
$238.61 - $264.3 $268K - $297K
1.13K $277K
IYF
Ishares Tr

ETFs
2.18K
New
$119.89 - $127.16 $262K - $277K
2.18K $276K
FYC
First Trust Small Cap Growth A

ETFs
3.04K
New
$77.98 - $92.23 $237K - $280K
3.04K $275K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
11K
New
$24.65 - $24.98 $272K - $275K
11K $274K
IAT
Ishares Tr

ETFs
5.07K
New
$48.92 - $54.5 $248K - $276K
5.07K $266K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
4.11K
New
$60.01 - $65.01 $246K - $267K
4.11K $266K
VNQ
Vanguard Specialized Funds Van

ETFs
2.83K
New
$88.47 - $93.24 $250K - $264K
2.83K $258K
STRL
Sterling Construction CO Inc

Industrials
744
New
$222.54 - $371.84 $166K - $277K
744 $252K
DLR
Digital Realty Trust, Inc.

Real Estate
1.46K
New
$161.21 - $180.02 $236K - $263K
1.46K $252K
MMM
3 M CO

Industrials
1.59K
New
$144.41 - $160.2 $229K - $254K
1.59K $246K
AES
Aes Corp

Utilities
18.6K
New
$10.77 - $13.94 $200K - $259K
18.6K $244K
IEO
Ishares Tr

ETFs
2.65K
New
$86.38 - $95.74 $228K - $253K
2.65K $244K
CMF
Ishares California Muni Bond E

ETFs
4.28K
New
$55.16 - $57.13 $236K - $245K
4.28K $244K
DINO
Hf Sinclair Corp

Energy
4.64K
New
$42.11 - $54.01 $195K - $250K
4.64K $242K
TSCO
Tractor Supply CO

Consumer Cyclical
4.27K
New
$54.08 - $62.65 $231K - $267K
4.27K $242K
YMAR
First Tr Ex Tr Viii Cboe Vest
9.16K
New
$25.23 - $26.26 $231K - $240K
9.16K $240K
PEG
Public Service Enterprise Group Inc

Utilities
2.87K
New
$79.99 - $90.14 $229K - $259K
2.87K $239K
IWP
Ishares Russell Mid Cap Growth

ETFs
1.68K
New
$137.51 - $145.26 $231K - $244K
1.68K $239K
IONQ
Ion Q, Inc.

Technology
3.85K
New
$36.79 - $75.14 $141K - $289K
3.85K $236K
COF
Capital One Financial Corp

Financial Services
1.11K
New
$207.29 - $229.74 $231K - $256K
1.11K $236K
RY
Royal Bank Of Canada

Financial Services
1.6K
New
$128.46 - $148.6 $205K - $237K
1.6K $235K
FNDF
Schwab Fundamental Intl Large

ETFs
5.44K
New
$39.84 - $43.15 $217K - $235K
5.44K $233K
SITM
Sitime Corp

Technology
763
New
$190.16 - $318.05 $145K - $243K
763 $229K
UPS
United Parcel Service Inc

Industrials
2.71K
New
$82.58 - $105.54 $223K - $286K
2.71K $226K
VOOV
Vanguard S&P 500 Value ETF

ETFs
1.14K
New
$187.97 - $199.47 $214K - $227K
1.14K $226K
DELL
Dell Technologies Inc.

Technology
1.59K
New
$120.96 - $141.77 $193K - $226K
1.59K $225K
SYF
Synchrony Financial

Financial Services
3.14K
New
$67.53 - $76.86 $212K - $241K
3.14K $223K
SCHO
Schwab Short Term Us Treasury

ETFs
9.09K
New
$24.23 - $24.42 $220K - $222K
9.09K $221K
BP
Bp PLC

Energy
6.4K
New
$30.25 - $35.69 $194K - $228K
6.4K $220K
IYJ
Ishares Tr

ETFs
1.51K
New
$142.42 - $148.18 $215K - $224K
1.51K $220K
ILDR
First Tr Exchange Traded Fd Vi
6.7K
New
$28.95 - $33.25 $194K - $223K
6.7K $217K
NVS
Novartis Ag

Healthcare
1.69K
New
$113.5 - $129.73 $191K - $219K
1.69K $216K
VOX
Vanguard Communication Service

ETFs
1.15K
New
$169.0 - $192.17 $195K - $221K
1.15K $216K
HEZU
Ishares Currency Hedged Msci E

ETFs
5.11K
New
$39.55 - $42.16 $202K - $215K
5.11K $215K
SRLN
Ssga Active Trust

ETFs
5.11K
New
$41.28 - $41.65 $211K - $213K
5.11K $212K
TPL
Texas Pacific Land Corp

Energy
222
New
$854.83 - $1075.97 $190K - $239K
222 $207K
AZO
Autozone Inc

Consumer Cyclical
48
New
$3649.42 - $4354.54 $175K - $209K
48 $205K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
8.88K
New
$21.89 - $23.17 $194K - $206K
8.88K $204K
CVS
Cvs Health Corp

Healthcare
2.72K
New
$58.75 - $76.5 $160K - $208K
2.72K $204K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
7.22K
New
$26.88 - $27.78 $194K - $201K
7.22K $200K
BIBL
Northern Lts Fd Tr Iv

ETFs
4.52K
New
$41.43 - $44.43 $187K - $201K
4.52K $200K
LPTH
Lightpath Technologies Inc

Technology
23.1K
New
$2.93 - $8.15 $67.7K - $188K
23.1K $180K
VRT
Vertiv Holdings CO

Industrials
1.35K
New
N/A
1.35K $117K
DHY
Credit Suisse High Yield Bond Fund

Financial Services
33K
New
$2.08 - $2.15 $68.6K - $70.9K
33K $68K
First Tr Exchng Traded Fd Vi
18K
New
N/A
18K $0
Calamos ETF Tr
11K
New
N/A
11K $0
Activity Summary
Buys All Purchases 600 New Holdings 220 Increased Positions 380 Sells All Sells 195 Reductions 195 Sold out 0 Options Calls 0 Puts 0
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