Pfg Advisors Portfolio Holdings

Pfg Advisors

  • $1.73 Billion
  • Q1 2025

Pfg Advisors has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.73 Billion distributed in 695 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $42.7M, Invesco Qqq Trust, Series 1 with a value of $38.3M, Vanguard Growth ETF with a value of $38M, Microsoft Corp with a value of $34.4M, and Vanguard Total Stock Market Et with a value of $33.6M.

Examining the 13F form we can see an increase of $143M in the current position value, from $1.59B to 1.73B.

Below you can find more details about Pfg Advisors portfolio as well as his latest detailed transactions.

Portfolio value $1.73 Billion
ETFs: $1.17 Billion
Technology: $167 Million
Industrials: $95 Million
Financial Services: $94.1 Million
Healthcare: $57.2 Million
Consumer Defensive: $42.6 Million
Consumer Cyclical: $34.6 Million
Communication Services: $23.3 Million
Other: $36.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.98 Million 0.17% of portfolio
66,769
Q1 2025 Reduced 15.31%
$0
$3.03 Million 0.17% of portfolio
59,402
Q1 2025 Added 26.35%
$0
$2.94 Million 0.17% of portfolio
66,955
Q1 2025 Reduced 22.28%
$0
$2.89 Million 0.17% of portfolio
56,894
Q1 2025 Added 4.74%
$0
$2.87 Million 0.17% of portfolio
61,293
Q1 2025 Added 5.94%
$0
$2.93 Million 0.17% of portfolio
38,711
Q1 2025 Reduced 6.56%
$270B
$2.87 Million 0.17% of portfolio
32,684
Q1 2025 Added 4.17%
$0
$2.96 Million 0.17% of portfolio
25,025
Q1 2025 Added 5.45%
$0
$2.95 Million 0.17% of portfolio
7,031
Q1 2025 Added 795.67%
$0
$2.86 Million 0.17% of portfolio
86,135
Q1 2025 Added 9.13%
$0
$2.97 Million 0.17% of portfolio
72,832
Q1 2025 Reduced 2.65%
$189B
$2.82 Million 0.16% of portfolio
21,267
Q1 2025 Added 24.49%
$885B
$2.85 Million 0.16% of portfolio
11,005
Q1 2025 Added 4.44%
$0
$2.78 Million 0.16% of portfolio
10,756
Q1 2025 Added 0.94%
$210B
$2.84 Million 0.16% of portfolio
31,653
Q1 2025 Added 19.08%
$112B
$2.83 Million 0.16% of portfolio
11,599
Q1 2025 Added 52.72%
$0
$2.74 Million 0.16% of portfolio
51,426
Q1 2025 Added 1.59%
$75.9B
$2.73 Million 0.16% of portfolio
5,330
Q1 2025 Added 32.65%
$0
$2.82 Million 0.16% of portfolio
59,294
Q1 2025 Added 154.48%
$0
$2.75 Million 0.16% of portfolio
27,511
Q1 2025 Reduced 31.2%
$0
$2.76 Million 0.16% of portfolio
83,285
Q1 2025 Added 7.98%
$29.5B
$2.8 Million 0.16% of portfolio
4,835
Q1 2025 Added 40.23%
$0
$2.83 Million 0.16% of portfolio
54,657
Q1 2025 Added 48.46%
$0
$2.52 Million 0.15% of portfolio
6,976
Q1 2025 Reduced 17.76%
$0
$2.53 Million 0.15% of portfolio
43,633
Q1 2025 Added 5.19%
$10.2B
$2.68 Million 0.15% of portfolio
27,147
Q1 2025 Added 55.0%
$119B
$2.69 Million 0.15% of portfolio
9,891
Q1 2025 Added 35.7%
$178B
$2.59 Million 0.15% of portfolio
4,220
Q1 2025 Added 38.77%
$44B
$2.63 Million 0.15% of portfolio
4,652
Q1 2025 Added 37.31%
$0
$2.55 Million 0.15% of portfolio
42,753
Q1 2025 Reduced 4.55%
$0
$2.59 Million 0.15% of portfolio
15,007
Q1 2025 Added 297.54%
$0
$2.51 Million 0.14% of portfolio
81,453
Q1 2025 Added 59.11%
$46.1B
$2.45 Million 0.14% of portfolio
9,641
Q1 2025 Added 58.1%
$0
$2.46 Million 0.14% of portfolio
25,625
Q1 2025 Added 5.44%
$0
$2.36 Million 0.14% of portfolio
9,649
Q1 2025 Added 6.76%
$0
$2.45 Million 0.14% of portfolio
86,560
Q1 2025 Added 23.79%
$0
$2.43 Million 0.14% of portfolio
51,136
Q1 2025 Reduced 12.07%
$0
$2.17 Million 0.13% of portfolio
43,778
Q1 2025 Added 132.52%
$0
$2.33 Million 0.13% of portfolio
12,052
Q1 2025 Reduced 4.32%
$0
$2.3 Million 0.13% of portfolio
46,182
Q1 2025 Added 285.3%
$0
$2.29 Million 0.13% of portfolio
49,868
Q1 2025 Reduced 69.21%
$0
$2.29 Million 0.13% of portfolio
21,452
Q1 2025 Added 8.42%
$74B
$2.21 Million 0.13% of portfolio
8,910
Q1 2025 Added 58.01%
$0
$2.2 Million 0.13% of portfolio
22,800
Q1 2025 Reduced 6.8%
$0
$2.24 Million 0.13% of portfolio
49,033
Q1 2025 Reduced 6.66%
$0
$2.17 Million 0.13% of portfolio
80,559
Q1 2025 Added 9.25%
$0
$2.14 Million 0.12% of portfolio
16,820
Q1 2025 Added 8.31%
$535B
$2.08 Million 0.12% of portfolio
3,798
Q1 2025 Added 18.91%
$3.75B
$2.05 Million 0.12% of portfolio
38,903
Q1 2025 Reduced 0.17%

Summary

  • Portfolio
  • No. of Stocks 695
  • Current Value $1.73 Billion
  • Prior Value $1.59 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 38 stocks
  • Additional Purchases 424 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 213 stocks
Track This Portfolio

Track Pfg Advisors Portfolio

Follow Pfg Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pfg Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Pfg Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email