Pfg Private Wealth Management, LLC New Holdings in Q4 2025

Pfg Private Wealth Management, LLC

  • $199 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
45.4K
New
$656.2 - $690.71 $29.8M - $31.4M
45.4K $30.7M
IBDV
Ishares Tr

Technology
586K
New
$22.03 - $22.24 $12.9M - $13M
586K $12.9M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
600K
New
$21.09 - $21.35 $12.6M - $12.8M
600K $12.6M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
496K
New
$25.43 - $25.82 $12.6M - $12.8M
496K $12.6M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
320K
New
$25.38 - $25.57 $8.11M - $8.17M
320K $8.12M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
343K
New
$23.35 - $23.55 $8M - $8.07M
343K $8M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
328K
New
$24.24 - $24.37 $7.94M - $7.99M
328K $7.95M
MGV
Vanguard Mega Cap Value

ETFs
49.8K
New
$135.26 - $140.13 $6.74M - $6.98M
49.8K $6.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
72.3K
New
$63.25 - $66.24 $4.57M - $4.79M
72.3K $4.64M
LLY
Eli Lilly & CO

Healthcare
608
New
$799.57 - $1025.28 $486K - $623K
608 $621K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
6.12K
New
$92.34 - $95.43 $565K - $584K
6.12K $576K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
21.3K
New
N/A
21.3K $506K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
17.8K
New
$25.75 - $26.12 $459K - $466K
17.8K $460K
IBM
International Business Machines Corp

Technology
1.37K
New
$275.97 - $314.98 $377K - $430K
1.37K $405K
ORCL
Oracle Corp

Technology
1.83K
New
$217.57 - $313.0 $399K - $574K
1.83K $403K
TT
Trane Technologies PLC

Industrials
929
New
$408.5 - $448.65 $379K - $417K
929 $388K
TMUS
T Mobile Us, Inc.

Communication Services
1.77K
New
$201.01 - $233.26 $355K - $412K
1.77K $381K
AXP
American Express CO

Financial Services
1.12K
New
$316.26 - $372.77 $353K - $416K
1.12K $380K
ACN
Accenture PLC

Technology
1.5K
New
$234.02 - $253.35 $350K - $379K
1.5K $361K
AMP
Ameriprise Financial Inc

Financial Services
818
New
$440.8 - $497.79 $361K - $407K
818 $360K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
6.87K
New
$50.77 - $52.85 $349K - $363K
6.87K $357K
PWR
Quanta Services, Inc.

Industrials
809
New
$412.21 - $453.83 $333K - $367K
809 $347K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
1.56K
New
$211.58 - $234.2 $329K - $364K
1.56K $336K
BX
Blackstone Inc.

Financial Services
2.39K
New
$138.42 - $168.45 $331K - $402K
2.39K $330K
XT
Ishares Tr Exponential Technol

ETFs
4.28K
New
$71.46 - $75.47 $306K - $323K
4.28K $315K
MRVL
Marvell Technology, Inc.

Technology
3.63K
New
$81.05 - $93.74 $294K - $340K
3.63K $313K
PSX
Phillips 66

Energy
2.21K
New
$126.76 - $142.32 $280K - $314K
2.21K $313K
AZN
Astrazeneca PLC

Healthcare
3.23K
New
$81.15 - $89.4 $262K - $289K
3.23K $288K
KR
Kroger CO

Consumer Defensive
4.1K
New
$63.15 - $69.15 $259K - $284K
4.1K $273K
LDOS
Leidos Holdings, Inc.

Technology
1.42K
New
$184.41 - $199.55 $262K - $284K
1.42K $272K
AMGN
Amgen Inc

Healthcare
786
New
$290.13 - $341.71 $228K - $269K
786 $268K
IBMP
Ishares Tr Ibonds December 202

ETFs
10.6K
New
$25.31 - $25.44 $267K - $269K
10.6K $267K
CSX
Csx Corp

Industrials
7.61K
New
$34.88 - $36.67 $265K - $279K
7.61K $265K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
9.85K
New
$25.48 - $25.62 $251K - $252K
9.85K $251K
SHEL
Shell PLC

Energy
3.26K
New
$71.37 - $77.01 $233K - $251K
3.26K $246K
MA
Mastercard Inc

Financial Services
455
New
$536.85 - $580.45 $244K - $264K
455 $244K
SO
Southern CO

Utilities
2.68K
New
$90.58 - $99.72 $243K - $267K
2.68K $242K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.77K
New
$136.54 - $144.07 $241K - $254K
1.77K $242K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.41K
New
$91.7 - $105.68 $221K - $255K
2.41K $238K
FIS
Fidelity National Information Services, Inc.

Technology
3.5K
New
$61.5 - $68.57 $215K - $240K
3.5K $224K
TOL
Toll Brothers, Inc.

Consumer Cyclical
1.67K
New
$127.26 - $142.72 $213K - $239K
1.67K $218K
PG
Procter & Gamble CO

Consumer Defensive
1.44K
New
$145.5 - $153.18 $210K - $221K
1.44K $209K
AVB
Avalonbay Communities Inc

Real Estate
1.15K
New
$173.92 - $191.37 $200K - $220K
1.15K $204K
IWB
Ishares Tr Russell 1000 ETF

ETFs
541
New
$358.39 - $376.54 $194K - $204K
541 $199K
DGX
Quest Diagnostics Inc

Healthcare
1.22K
New
N/A
1.22K $167K
Barrick Mng Corp
9.39K
New
N/A
9.39K $0
Ishares Tr
486K
New
N/A
486K $0
Ishares Tr
463K
New
N/A
463K $0
Ishares Tr
20.1K
New
N/A
20.1K $0
Activity Summary
Buys All Purchases 62 New Holdings 53 Increased Positions 9 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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