Pfg Private Wealth Management, LLC has filed its 13F form on November 05, 2024 for Q3 2024 where it was disclosed a total value porftolio of $172 Million distributed in 238 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $21.5M, Vanguard Ftse Developed Market with a value of $14M, Invesco Exchange Traded Fd Tr with a value of $10.7M, Vanguard Whitehall Fds (Vangua with a value of $9.12M, and Ishares Ibonds Dec 2025 Term C with a value of $8.08M.
Examining the 13F form we can see an increase of $7.42M in the current position value, from $165M to 172M.
Below you can find more details about Pfg Private Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$172 Million
ETFs: $156 Million
Technology: $6.18 Million
Communication Services: $1.81 Million
Financial Services: $1.66 Million
Consumer Cyclical: $1.49 Million
Healthcare: $1.46 Million
Industrials: $1.09 Million
Consumer Defensive: $779,000
Other: $979,000
Stock Holdings Table Market Cap. of $200 Billions or more
