Pfg Investments, LLC Reduced Holdings in Q4 2025

Pfg Investments, LLC

  • $2.12 Trillion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
ALCC
Alt C Acquisition Corp.

Financial Services
-54.9K
- 91.93%
N/A
4.81K $345M
IYW
Ishares Dj Us Tech ETF

ETFs
-18.2K
- 54.35%
$192.8 - $211.27 $3.51M - $3.84M
15.3K $3.05B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-29.2K
- 20.74%
$91.46 - $91.76 $2.67M - $2.68M
112K $10.2B
COST
Costco Wholesale Corp

Consumer Defensive
-876
- 4.67%
$910.94 - $954.99 $798K - $837K
17.9K $15.4B
D
Dominion Energy, Inc

Utilities
-29.1K
- 74.46%
$58.49 - $61.69 $1.7M - $1.8M
10K $586M
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
-14.7K
- 6.94%
$98.54 - $98.88 $1.45M - $1.46M
198K $19.5B
TMUS
T Mobile Us, Inc.

Communication Services
-5.26K
- 73.21%
$201.01 - $233.26 $1.06M - $1.23M
1.92K $390M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-4.54K
- 37.05%
$325.34 - $368.61 $1.48M - $1.67M
7.72K $2.78B
SBUX
Starbucks Corp

Consumer Cyclical
-14K
- 40.94%
$78.46 - $87.26 $1.1M - $1.22M
20.1K $1.7B
PLTR
Palantir Technologies Inc.

Technology
-3.35K
- 3.16%
$172.14 - $207.18 $576K - $693K
102K $18.2B
T
At&T Inc.

Communication Services
-1.95K
- 0.74%
$24.44 - $27.55 $47.6K - $53.6K
260K $6.46B
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
-23.5K
- 53.2%
$44.95 - $52.86 $1.06M - $1.24M
20.7K $1.02B
CTA
Simplify Exch Traded Fds Simpl

ETFs
-29.5K
- 46.19%
$26.88 - $29.21 $794K - $863K
34.4K $938M
AGNC
Agnc Investment Corp.

Real Estate
-116K
- 26.02%
$9.88 - $10.34 $1.15M - $1.2M
331K $3.55B
MRVL
Marvell Technology, Inc.

Technology
-9.88K
- 34.58%
$81.05 - $93.74 $801K - $926K
18.7K $1.59B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-33K
- 38.41%
$23.04 - $23.36 $760K - $770K
52.9K $1.22B
UNH
Unitedhealth Group Inc

Healthcare
-1.68K
- 12.34%
$320.52 - $369.92 $537K - $620K
11.9K $3.93B
EQIX
Equinix Inc

Real Estate
-929
- 72.92%
$772.6 - $846.01 $718K - $786K
345 $265M
CPB
Campbell Soup CO

Consumer Defensive
-20.6K
- 66.23%
$29.79 - $31.99 $614K - $660K
10.5K $293M
SOXX
Ishares Semiconductor ETF

ETFs
-3.63K
- 24.08%
$271.99 - $309.6 $988K - $1.13M
11.5K $3.45B
WES
Western Midstream Partners, LP

Energy
-15.9K
- 37.1%
$37.26 - $39.65 $592K - $630K
27K $1.06B
DELL
Dell Technologies Inc.

Technology
-3.55K
- 42.3%
$133.76 - $164.88 $475K - $585K
4.84K $609M
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
-49.8K
- 28.24%
$10.53 - $10.74 $524K - $534K
126K $1.29B
SQ
Block, Inc.

Technology
-6.8K
- 41.23%
N/A
9.69K $631M
Streamex Corp
-36.6K
- 27.32%
N/A
97.4K $295M
HWKN
Hawkins Inc

Basic Materials
-988
- 12.32%
$126.53 - $183.58 $125K - $181K
7.03K $999M
BX
Blackstone Inc.

Financial Services
-125
- 0.48%
$138.42 - $168.45 $17.3K - $21.1K
25.9K $4B
DD
Du Pont De Nemours, Inc.

Basic Materials
-451
- 4.01%
$34.69 - $82.16 $15.6K - $37.1K
10.8K $434M
TSCO
Tractor Supply CO

Consumer Cyclical
-3.62K
- 10.02%
$52.49 - $56.37 $190K - $204K
32.6K $1.63B
Figma Inc
-6.08K
- 44.3%
N/A
7.64K $285M
VTC
Vanguard Scottsdale Fds Total

ETFs
-5.32K
- 35.25%
$77.69 - $79.16 $413K - $421K
9.77K $758M
OPK
Opko Health, Inc.

Healthcare
-17K
- 1.27%
$1.28 - $1.58 $21.7K - $26.8K
1.32M $1.66B
PANW
Palo Alto Networks Inc

Technology
-139
- 0.76%
$204.77 - $221.38 $28.5K - $30.8K
18.1K $3.34B
Paramount Skydance Corp
-5.32K
- 9.55%
N/A
50.4K $676M
CHTR
Charter Communications, Inc.

Communication Services
-904
- 31.98%
$201.84 - $282.74 $182K - $256K
1.92K $402M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-1.41K
- 11.22%
$73.78 - $98.43 $104K - $139K
11.2K $764M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-6.7K
- 4.63%
$56.0 - $57.6 $375K - $386K
138K $7.89B
GLW
Corning Inc

Technology
-9.69K
- 10.94%
$82.06 - $90.29 $795K - $874K
78.8K $6.9B
NTR
Nutrien Ltd.

Basic Materials
-6.54K
- 41.9%
$53.64 - $61.11 $351K - $400K
9.07K $560M
FSCO
Fs Cr Opportunities Corp Com
-42.9K
- 31.36%
N/A
93.9K $591M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.95K
- 19.1%
$191.01 - $199.18 $373K - $389K
8.27K $1.64B
COP
Conocophillips

Energy
-3.45K
- 19.83%
$85.66 - $95.46 $296K - $330K
14K $1.31B
PSX
Phillips 66

Energy
-1.77K
- 11.22%
$126.76 - $142.32 $224K - $251K
14K $1.8B
United Sts Nat Gas Fd LP
-23.8K
- 43.43%
N/A
31K $379M
IDCC
Inter Digital, Inc.

Communication Services
-193
- 1.92%
$337.32 - $396.54 $65.1K - $76.5K
9.86K $3.14B
RYLD
Global X Fds Russell 2000 Cove

ETFs
-22.1K
- 32.0%
$14.94 - $15.49 $329K - $342K
46.9K $717M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-487
- 1.67%
$76.92 - $92.53 $37.5K - $45.1K
28.7K $2.21B
Super Micro Computer Inc
-884
- 6.14%
N/A
13.5K $395M
DUK
Duke Energy Corp

Utilities
-772
- 2.48%
$121.57 - $129.03 $93.9K - $99.6K
30.3K $3.55B
Activity Summary
Buys All Purchases 686 New Holdings 126 Increased Positions 560 Sells All Sells 410 Reductions 410 Sold out 0 Options Calls 0 Puts 0
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