Pfg Investments, LLC Incresed Positions in Q4 2024

Pfg Investments, LLC

  • $1.61 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.54K
+ 12.37%
$96.64 - $101.23 $535K - $561K
50.3K $4.88B
CRWD
Crowd Strike Holdings, Inc.

Technology
101
+ 2.04%
$275.15 - $388.2 $27.8K - $39.2K
5.04K $1.72B
VPU
Vanguard Utilities ETF

ETFs
2.15K
+ 179.98%
$160.52 - $179.11 $345K - $385K
3.34K $546M
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
35.3K
+ 45.2%
$10.7 - $11.74 $378K - $415K
113K $1.23B
XLK
Technology Sector Spdr

ETFs
836
+ 4.73%
$220.26 - $241.44 $184K - $202K
18.5K $4.31B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
7.26K
+ 110.79%
$42.33 - $43.3 $307K - $314K
13.8K $589M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
4.05K
+ 58.16%
$77.02 - $78.58 $312K - $318K
11K $851M
JEPI
J P Morgan Exchange Traded Fd

ETFs
8.19K
+ 8.84%
$57.53 - $60.83 $471K - $498K
101K $5.8B
NRZ
New Residential Investment Corp.

Real Estate
29.1K
+ 44.55%
N/A
94.3K $1.02B
ISRG
Intuitive Surgical Inc

Healthcare
326
+ 9.06%
$471.27 - $550.62 $154K - $180K
3.93K $2.05B
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
1.83K
+ 60.55%
$101.51 - $140.63 $186K - $257K
4.85K $609M
PFFA
Etfis Ser Tr I

ETFs
13.8K
+ 54.58%
$21.82 - $23.21 $302K - $321K
39.2K $858M
WFC
Wells Fargo & Company

Financial Services
474
+ 2.7%
$54.98 - $77.35 $26.1K - $36.7K
18K $1.27B
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
952
+ 4.07%
$45.39 - $62.98 $43.2K - $60K
24.4K $1.38B
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
35.6K
+ 25.46%
$10.26 - $11.26 $365K - $401K
175K $1.83B
MRVL
Marvell Technology, Inc.

Technology
1.33K
+ 43.8%
$70.31 - $124.78 $93.7K - $166K
4.37K $483M
AI
C3.Ai, Inc.

Technology
1.02K
+ 4.57%
$22.6 - $42.94 $23K - $43.7K
23.3K $802M
GNT
Gamco Natural Resources, Gold & Income Trust

Financial Services
54.5K
+ 120.48%
$5.26 - $6.15 $287K - $335K
99.8K $528M
IWM
Ishares Russell 2000 ETF

ETFs
1.18K
+ 9.17%
$216.13 - $242.4 $254K - $285K
14K $3.09B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3.43K
+ 36.17%
$58.39 - $67.04 $200K - $230K
12.9K $819M
QUAD
Quad/Graphics, Inc.

Industrials
14.8K
+ 24.16%
$4.67 - $8.79 $69.1K - $130K
76.1K $530M
HON
Honeywell International Inc

Industrials
193
+ 1.78%
$202.84 - $236.0 $39.1K - $45.5K
11K $2.49B
FSK
Fs Kkr Capital Corp

Financial Services
5.05K
+ 7.38%
$19.71 - $22.22 $99.5K - $112K
73.4K $1.6B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
543
+ 12.35%
$417.69 - $450.94 $227K - $245K
4.94K $2.1B
PAA
Plains All American Pipeline LP

Energy
14.4K
+ 46.98%
$16.27 - $18.67 $235K - $269K
45.2K $771M
PANW
Palo Alto Networks Inc

Technology
7.86K
+ 105.19%
$181.96 - $405.9 $1.43M - $3.19M
15.3K $2.79B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2.34K
+ 7.0%
$55.73 - $66.16 $130K - $155K
35.7K $2.16B
DSI
Ishares Msci Kld 400 Social Et

ETFs
828
+ 0.9%
$107.41 - $115.71 $88.9K - $95.8K
92.7K $10.2B
IWY
Ishares Tr Russell 200 Growth

ETFs
168
+ 1.53%
$216.72 - $244.71 $36.4K - $41.1K
11.2K $2.63B
VO
Vanguard Mid Cap ETF

ETFs
751
+ 12.04%
$261.5 - $284.63 $196K - $214K
6.99K $1.85B
MSFT
Microsoft Corp

Technology
3.04K
+ 2.47%
$406.35 - $454.46 $1.23M - $1.38M
126K $53B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
4.02K
+ 43.81%
$51.54 - $52.55 $207K - $211K
13.2K $681M
MO
Altria Group, Inc.

Consumer Defensive
2.31K
+ 3.77%
$49.06 - $57.74 $113K - $133K
63.5K $3.32B
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.34K
+ 13.75%
$174.22 - $187.62 $233K - $251K
11.1K $1.94B
STRV
Ea Ser Tr Strive 500 ETF
4.95K
+ 71.13%
N/A
11.9K $450M
HAL
Halliburton CO

Energy
7.77K
+ 79.95%
$25.77 - $31.99 $200K - $248K
17.5K $475M
DECK
Deckers Outdoor Corp

Consumer Cyclical
400
+ 15.87%
$152.04 - $211.12 $60.8K - $84.4K
2.92K $593M
ICLN
Ishares

ETFs
25.3K
+ 81.11%
$11.35 - $14.51 $287K - $367K
56.5K $643M
VCIT
Vanguard Intermediate Term Cor

ETFs
2.75K
+ 23.41%
$80.13 - $83.77 $221K - $231K
14.5K $1.17B
CQP
Cheniere Energy Partners, L.P.

Energy
1.86K
+ 10.08%
$48.06 - $58.87 $89.3K - $109K
20.3K $1.08B
DELL
Dell Technologies Inc.

Technology
1.84K
+ 16.99%
$111.96 - $144.21 $206K - $265K
12.7K $1.46B
WPC
W. P. Carey Inc.

Real Estate
4.35K
+ 53.88%
$53.44 - $61.33 $232K - $267K
12.4K $676M
PYPL
Pay Pal Holdings, Inc.

Financial Services
741
+ 5.32%
$77.25 - $91.3 $57.2K - $67.7K
14.7K $1.25B
XLF
Financial Sector Spdr

ETFs
1.58K
+ 5.43%
$44.89 - $51.34 $71K - $81.2K
30.7K $1.48B
ACHR
Archer Aviation Inc.

Industrials
3.19K
+ 16.26%
$2.94 - $11.33 $9.38K - $36.2K
22.8K $223M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
6.92K
+ 40.65%
$24.19 - $24.63 $167K - $171K
24K $579M
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
18.4K
+ 46.91%
$9.99 - $10.92 $183K - $201K
57.5K $587M
VEA
Vanguard Ftse Developed Market

ETFs
5.14K
+ 29.88%
$47.57 - $52.44 $245K - $270K
22.3K $1.07B
PFF
Ishares Trust Ishares Pfd And

ETFs
7.29K
+ 18.73%
$31.23 - $33.51 $228K - $244K
46.2K $1.45B
Activity Summary
Buys All Purchases 569 New Holdings 88 Increased Positions 481 Sells All Sells 395 Reductions 395 Sold out 0 Options Calls 0 Puts 0
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