Pfg Advisors Portfolio Holdings
Pfg Advisors
- $1.59 Billion
- Q4 2024
Pfg Advisors has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.59 Billion distributed in 689 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $46.2M, Apple Inc. with a value of $42.8M, Invesco Qqq Trust, Series 1 with a value of $41.4M, Vanguard Total Stock Market Et with a value of $37.6M, and Microsoft Corp with a value of $30M.
Examining the 13F form we can see an increase of $40.5M in the current position value, from $1.55B to 1.59B.
Below you can find more details about Pfg Advisors portfolio as well as his latest detailed transactions.
Portfolio value
$1.59 Billion
ETFs: $1.11 Billion
Technology: $159 Million
Financial Services: $72.7 Million
Industrials: $70.5 Million
Healthcare: $49.5 Million
Consumer Cyclical: $34.3 Million
Consumer Defensive: $33.3 Million
Communication Services: $22.1 Million
Other: $29.7 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 689
- Current Value $1.59 Billion
- Prior Value $1.55 Billion
- Filing
- Period Q4 2024
- Filing Date February 07, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 54 stocks
- Additional Purchases 332 stocks
- Sold out of 0 stocks
- Reduced holdings in 283 stocks