Pfg Investments, LLC Incresed Positions in Q1 2025

Pfg Investments, LLC

  • $1.56 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
56.2K
+ 92.26%
$98.43 - $98.88 $5.54M - $5.56M
117K $11.6B
PDI
Pimco Dynamic Income Fund

Financial Services
178K
+ 15.68%
$18.51 - $20.05 $3.3M - $3.57M
1.31M $26B
JNJ
Johnson & Johnson

Healthcare
8.9K
+ 9.5%
$142.06 - $167.7 $1.26M - $1.49M
103K $17B
PSEC
Prospect Capital Corp

Financial Services
607K
+ 3430.58%
$4.1 - $4.45 $2.49M - $2.7M
624K $2.56B
GLD
Spdr Gold Trust

ETFs
4.75K
+ 19.74%
$243.19 - $288.14 $1.15M - $1.37M
28.8K $8.29B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.74K
+ 9.78%
$442.66 - $534.52 $770K - $930K
19.5K $10.4B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
23.1K
+ 24.87%
$91.45 - $91.75 $2.12M - $2.12M
116K $10.7B
XOM
Exxon Mobil Corp

Energy
2.51K
+ 1.73%
$105.44 - $118.93 $265K - $299K
148K $17.5B
D
Dominion Energy, Inc

Utilities
29.3K
+ 229.42%
$52.85 - $57.43 $1.55M - $1.68M
42K $2.36B
F
Ford Motor CO

Consumer Cyclical
154K
+ 70.05%
$9.12 - $10.43 $1.4M - $1.61M
374K $3.75B
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
55.1K
+ 12.03%
$23.56 - $24.16 $1.3M - $1.33M
513K $12.3B
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
85.7K
+ 53.9%
$16.57 - $18.85 $1.42M - $1.62M
245K $4.07B
CVX
Chevron Corp

Energy
223
+ 0.46%
$146.71 - $167.97 $32.7K - $37.5K
48.6K $8.13B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
7.71K
+ 51.67%
$128.74 - $138.67 $993K - $1.07M
22.6K $3.07B
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 100.0%
$663000.0 - $801950.0 $663K - $802K
2 $1.6B
COST
Costco Wholesale Corp

Consumer Defensive
393
+ 2.19%
$890.62 - $1076.86 $350K - $423K
18.3K $17.3B
LNT
Alliant Energy Corp

Utilities
12.9K
+ 204.69%
$56.66 - $66.04 $730K - $851K
19.2K $1.23B
Proshares Tr
25.1K
+ 25.54%
N/A
123K $5.2B
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
82.2K
+ 46.88%
$10.17 - $10.76 $836K - $885K
258K $2.65B
SPYI
Shp ETF Tr Neos S&P 500 High I
19K
+ 52.32%
N/A
55.2K $2.64B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.84K
+ 17.18%
$80.53 - $147.57 $148K - $272K
12.6K $1.66B
UBER
Uber Technologies, Inc

Technology
2.51K
+ 6.32%
$63.17 - $81.49 $159K - $205K
42.2K $3.08B
LLY
Eli Lilly & CO

Healthcare
222
+ 2.51%
$725.72 - $929.72 $161K - $206K
9.06K $7.48B
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
58.4K
+ 51.49%
$10.81 - $11.29 $632K - $660K
172K $1.88B
ICLN
Ishares

ETFs
56.2K
+ 99.46%
$10.94 - $11.86 $614K - $666K
113K $1.29B
ADMA
Adma Biologics, Inc.

Healthcare
1.3K
+ 0.59%
$15.44 - $20.61 $20.1K - $26.8K
223K $4.42B
Manager Directed Portfolios
57.3K
+ 9.12%
N/A
686K $6.95B
CME
Cme Group Inc.

Financial Services
2.03K
+ 167.24%
$225.82 - $266.54 $459K - $542K
3.25K $861M
MO
Altria Group, Inc.

Consumer Defensive
1.19K
+ 1.87%
$50.81 - $60.02 $60.3K - $71.2K
64.7K $3.88B
Proshares Tr
18.3K
+ 43.19%
N/A
60.7K $2.36B
JEPI
J P Morgan Exchange Traded Fd

ETFs
10.1K
+ 10.01%
$56.17 - $59.71 $567K - $603K
111K $6.34B
Nebius Group N.V.
29.1K
+ 248.29%
N/A
40.8K $860M
FDL
First Tr Morningstar Dividend

ETFs
9.03K
+ 22.99%
$39.69 - $43.83 $358K - $396K
48.3K $2.1B
PFE
Pfizer Inc

Healthcare
30K
+ 14.55%
$25.01 - $27.13 $751K - $815K
236K $5.99B
RTX
Raytheon Technologies Corp

Industrials
1.42K
+ 7.44%
$114.1 - $135.66 $162K - $193K
20.5K $2.71B
CSCO
Cisco Systems, Inc.

Technology
995
+ 0.58%
$58.74 - $64.87 $58.4K - $64.5K
174K $10.7B
WPM
Wheaton Precious Metals Corp.

Basic Materials
172
+ 0.77%
$55.75 - $77.63 $9.59K - $13.4K
22.5K $1.75B
BMY
Bristol Myers Squibb CO

Healthcare
4K
+ 7.47%
$53.9 - $63.11 $216K - $252K
57.6K $3.51B
OHI
Omega Healthcare Investors Inc

Real Estate
12K
+ 20.36%
$35.7 - $38.33 $427K - $459K
70.8K $2.69B
DUK
Duke Energy Corp

Utilities
155
+ 0.5%
$105.87 - $121.97 $16.4K - $18.9K
31.4K $3.83B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
12.8K
+ 8.7%
$27.01 - $28.54 $346K - $365K
160K $4.47B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
5.19K
+ 13.3%
$77.7 - $78.94 $403K - $409K
44.2K $3.49B
SPSB
Spdr Portfolio Short Term Corp

ETFs
13.9K
+ 201.91%
$29.82 - $30.1 $416K - $420K
20.8K $627M
XLU
Utilities Sector Spdr

ETFs
3.83K
+ 10.8%
$74.7 - $80.27 $286K - $307K
39.2K $3.09B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
4.01K
+ 28.36%
$120.24 - $134.3 $483K - $539K
18.2K $2.21B
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
6.34K
+ 38.74%
$48.65 - $53.06 $309K - $337K
22.7K $1.18B
IEFA
Ishares Tr

ETFs
2.35K
+ 5.96%
$69.57 - $78.65 $163K - $184K
41.7K $3.15B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
3K
+ 9.81%
$97.38 - $104.52 $292K - $314K
33.6K $3.43B
PSLV
Sprott Physical Silver Trust

Financial Services
19.7K
+ 28.19%
$9.86 - $11.68 $194K - $230K
89.5K $1.04B
Activity Summary
Buys All Purchases 512 New Holdings 86 Increased Positions 426 Sells All Sells 444 Reductions 444 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Pfg Investments, LLC Portfolio

Follow Pfg Investments, LLC 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 Investments, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pfg Investments, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email