Pfg Private Wealth Management, LLC Incresed Positions in Q2 2024

Pfg Private Wealth Management, LLC

  • $165 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
219
+ 0.41%
$497.53 - $549.64 $109K - $120K
53K $29M
SPYG
Spdr Portfolio

ETFs
159
+ 0.18%
$68.71 - $80.95 $10.9K - $12.9K
89.7K $7.19M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
18.4K
+ 7.21%
$22.68 - $22.96 $417K - $422K
273K $6.26M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.8K
+ 4.89%
$114.71 - $121.51 $550K - $583K
103K $12.2M
IBHD
Ishares Ibonds 2024 Term High

ETFs
14.5K
+ 5.79%
$23.14 - $23.28 $336K - $338K
265K $6.16M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
14.7K
+ 5.31%
$22.29 - $22.77 $329K - $336K
292K $6.63M
QUAL
Ishares Msci Usa Quality Facto

ETFs
667
+ 2.43%
$154.56 - $173.19 $103K - $116K
28.1K $4.8M
IBHE
Ishares Ibonds 2025 Term High

ETFs
12.4K
+ 4.95%
$23.19 - $23.37 $288K - $291K
264K $6.13M
NVDA
Nvidia Corp

Technology
7.56K
+ 872.4%
$118.11 - $1224.4 $892K - $9.25M
8.42K $1.04M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
10K
+ 3.81%
$24.4 - $24.86 $245K - $249K
273K $6.77M
MSFT
Microsoft Corp

Technology
115
+ 2.64%
$389.33 - $452.85 $44.8K - $52.1K
4.48K $2M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
4.84K
+ 1.6%
$24.69 - $24.86 $120K - $120K
307K $7.62M
MRK
Merck & Co., Inc.

Healthcare
967
+ 967.0%
$123.8 - $132.96 $120K - $129K
1.07K $132K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
182
+ 7.91%
$127.7 - $179.69 $23.2K - $32.7K
2.48K $431K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
4.99K
+ 1.6%
$23.65 - $23.82 $118K - $119K
317K $7.55M
SHOP
Shopify Inc.

Technology
1.33K
+ 19000.0%
$56.97 - $78.19 $75.8K - $104K
1.34K $88K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
4.52K
+ 1.5%
$23.48 - $23.77 $106K - $107K
306K $7.27M
ANET
Arista Networks, Inc.

Technology
46
+ 4.29%
$245.47 - $350.48 $11.3K - $16.1K
1.12K $391K
NFLX
Netflix Inc

Communication Services
14
+ 1.46%
$550.64 - $686.12 $7.71K - $9.61K
976 $658K
MGV
Vanguard Mega Cap Value

ETFs
1.01K
+ 2.1%
$113.61 - $120.34 $115K - $122K
49.1K $5.81M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
684
+ 11.26%
$58.24 - $64.51 $39.8K - $44.1K
6.76K $432K
IBMO
Ishares Tr Ibonds December 202

ETFs
2.11K
+ 12.18%
$25.16 - $25.33 $53K - $53.3K
19.4K $490K
QQQ
Invesco Qqq Trust, Series 1

ETFs
103
+ 572.22%
$414.65 - $485.21 $42.7K - $50K
121 $57K
INTC
Intel Corp

Technology
1.65K
+ 412.0%
$29.85 - $44.52 $49.2K - $73.4K
2.05K $63K
AMZN
Amazon Com Inc

Consumer Cyclical
32
+ 1.18%
$173.67 - $197.85 $5.56K - $6.33K
2.75K $531K
NVO
Novo Nordisk A S

Healthcare
67
+ 3.6%
$122.71 - $146.91 $8.22K - $9.84K
1.93K $274K
COST
Costco Wholesale Corp

Consumer Defensive
3
+ 1.17%
$704.88 - $870.75 $2.11K - $2.61K
259 $220K
TT
Trane Technologies PLC

Industrials
32
+ 4.75%
$288.27 - $345.38 $9.22K - $11.1K
706 $232K
IBMM
Ishares Tr Ibonds Dec 2024 Ter

ETFs
846
+ 4.44%
$25.91 - $26.05 $21.9K - $22K
19.9K $517K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
801
+ 4.66%
$26.34 - $26.49 $21.1K - $21.2K
18K $476K
MCK
Mckesson Corp

Healthcare
2
+ 0.45%
$518.81 - $607.81 $1.04K - $1.22K
448 $261K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
860
+ 5.99%
$24.54 - $25.28 $21.1K - $21.7K
15.2K $381K
TMUS
T Mobile Us, Inc.

Communication Services
11
+ 0.91%
$159.79 - $180.69 $1.76K - $1.99K
1.22K $215K
AMGN
Amgen Inc

Healthcare
10
+ 1.99%
$262.75 - $319.31 $2.63K - $3.19K
513 $160K
KO
Coca Cola CO

Consumer Defensive
39
+ 0.92%
$58.06 - $64.15 $2.26K - $2.5K
4.28K $272K
SO
Southern CO

Utilities
1
+ 0.05%
$67.77 - $80.71 $67.8 - $80.7
1.93K $150K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
19
+ 1900.0%
$455.1 - $504.28 $8.65K - $9.58K
20 $10K
CVX
Chevron Corp

Energy
55
+ 343.75%
$152.57 - $166.33 $8.39K - $9.15K
71 $11K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
4.99K
+ 4666.36%
$62.41 - $3427.61 $312K - $17.1M
5.1K $319K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
57
+ 0.93%
$79.92 - $84.63 $4.56K - $4.82K
6.18K $519K
DUK
Duke Energy Corp

Utilities
26
+ 5.91%
$92.87 - $104.6 $2.41K - $2.72K
466 $46K
PM
Philip Morris International Inc.

Consumer Defensive
33
+ 110.0%
$88.6 - $104.24 $2.92K - $3.44K
63 $6K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
43
+ 4.83%
$95.11 - $97.92 $4.09K - $4.21K
934 $90K
SPMD
Spdr Portfolio

ETFs
78
+ 9.33%
$49.54 - $53.39 $3.86K - $4.16K
914 $46K
T
At&T Inc.

Communication Services
50
+ 50.0%
$16.09 - $19.11 $805 - $956
150 $2K
CHWY
Chewy, Inc.

Consumer Cyclical
6
+ 54.55%
$14.99 - $29.99 $89.9 - $180
17 $0
DIS
Walt Disney CO

Communication Services
92
+ 22.33%
$99.29 - $122.82 $9.13K - $11.3K
504 $50K
Jacobs Solutions Inc
25
+ 2.25%
N/A
1.14K $0
WBD
Warner Bros. Discovery, Inc.

Communication Services
12
+ 50.0%
$6.99 - $8.79 $83.9 - $105
36 $0
Activity Summary
Buys All Purchases 84 New Holdings 26 Increased Positions 58 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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