Pfs Partners, LLC Purchases in Q1 2025

Pfs Partners, LLC

  • $189 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
108K
+ 44.24%
$50.48 - $51.04 $5.44M - $5.5M
351K $17.8B
IAPR
Innovator Etfs Tr Internationa

ETFs
9.57K
+ 3.39%
$26.66 - $28.64 $255K - $274K
292K $8.04B
GSHD
Goosehead Insurance, Inc.

Financial Services
1.27K
+ 5.45%
$98.59 - $123.84 $125K - $157K
24.5K $2.9B
HEI
Heico Corp

Industrials
5
+ 0.05%
$219.6 - $270.85 $1.1K - $1.35K
10.5K $2.8B
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
3.79K
+ 1.78%
$48.31 - $49.23 $183K - $186K
216K $10.6B
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
2.14K
+ 1.69%
$59.15 - $62.71 $126K - $134K
128K $7.93B
XOM
Exxon Mobil Corp

Energy
44
+ 0.24%
$105.44 - $118.93 $4.64K - $5.23K
18.7K $2.22B
HEIA
Heico Crp Cl A
4
+ 0.05%
N/A
8.07K $1.7B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
3.12K
+ 3.23%
$49.22 - $51.73 $153K - $161K
99.5K $5.03B
Innovator Etfs Trust
5.38K
+ 50.55%
N/A
16K $461M
CB
Chubb LTD

Financial Services
7
+ 0.13%
$257.71 - $301.99 $1.8K - $2.11K
5.32K $1.61B
Innovator Etfs Trust
5.78K
+ 43.75%
N/A
19K $484M
IVV
Ishares Core S&P 500 ETF

ETFs
679
+ 6.7%
$554.06 - $615.85 $376K - $418K
10.8K $6.08B
First Tr Exchng Traded Fd Vi
3.35K
+ 288.86%
N/A
4.5K $149M
IJAN
Innovator Etfs Tr Intl Dev Pwr
3.32K
New
N/A
3.32K $106M
ADI
Analog Devices Inc

Technology
370
New
$201.56 - $243.82 $74.6K - $90.2K
370 $74.6M
Sandisk Corp
1.4K
New
N/A
1.4K $66.7M
VZ
Verizon Communications Inc

Communication Services
47
+ 0.41%
$37.81 - $46.49 $1.78K - $2.19K
11.6K $525M
PWB
Invesco Exchange Traded Fd Tr

ETFs
650
New
$94.5 - $110.71 $61.4K - $72K
650 $62.4M
SHEL
Shell PLC

Energy
46
+ 0.91%
$62.84 - $73.29 $2.89K - $3.37K
5.11K $375M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
15
+ 2.42%
$442.66 - $534.52 $6.64K - $8.02K
635 $338M
FPE
First Tr Pfd Secs & Income ETF

ETFs
5.31K
+ 1.48%
$17.53 - $17.87 $93K - $94.8K
363K $6.38B
VXF
Vanguard Extended Market ETF

ETFs
265
New
$170.36 - $201.04 $45.1K - $53.3K
265 $45.6M
HES
Hess Corp

Energy
4
+ 0.26%
$135.42 - $160.52 $542 - $642
1.55K $247M
MAA
Mid America Apartment Communities Inc.

Real Estate
25
+ 1.0%
$146.9 - $170.92 $3.67K - $4.27K
2.53K $424M
ABBV
Abb Vie Inc.

Healthcare
2
+ 0.18%
$169.2 - $216.66 $338 - $433
1.11K $233M
FIW
First Trust Water ETF

ETFs
351
+ 369.47%
$99.48 - $106.74 $34.9K - $37.5K
446 $44.9M
VEU
Vanguard Ftse All World Ex Us

ETFs
445
New
$56.51 - $62.98 $25.1K - $28K
445 $27M
MO
Altria Group, Inc.

Consumer Defensive
18
+ 0.54%
$50.81 - $60.02 $915 - $1.08K
3.37K $202M
PG
Procter & Gamble CO

Consumer Defensive
143
+ 17.88%
$158.56 - $176.26 $22.7K - $25.2K
943 $161M
ILMN
Illumina, Inc.

Healthcare
400
+ 400.0%
$79.34 - $144.22 $31.7K - $57.7K
500 $39.7M
CVS
Cvs Health Corp

Healthcare
12
+ 1.13%
$44.22 - $68.64 $531 - $824
1.07K $72.7M
IWM
Ishares Russell 2000 ETF

ETFs
135
+ 100.0%
$198.1 - $229.79 $26.7K - $31K
270 $53.9M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
1.88K
+ 1882.0%
$10.61 - $16.49 $20K - $31K
1.98K $24.7M
KAPR
Innovator U.S. Small Cap Power

ETFs
1.97K
+ 9.68%
$30.82 - $33.62 $60.7K - $66.2K
22.3K $688M
FRBA
First Bank (Nj) Common Stock

Financial Services
11
+ 0.04%
$13.07 - $15.69 $144 - $173
29.9K $443M
IOCT
Innovator Etfs Tr Intl Dev Pow
722
New
N/A
722 $22.1M
AXP
American Express CO

Financial Services
78
+ 104.0%
$255.39 - $325.87 $19.9K - $25.4K
153 $41.2M
MU
Micron Technology Inc

Technology
6
+ 0.09%
$86.89 - $109.38 $521 - $656
6.62K $575M
BSX
Boston Scientific Corp

Healthcare
100
+ 17.95%
$89.38 - $106.18 $8.94K - $10.6K
657 $66.3M
INTC
Intel Corp

Technology
300
+ 8.34%
$19.1 - $27.39 $5.73K - $8.22K
3.9K $88.5M
Innovator Etfs Trust
665
New
N/A
665 $15.8M
Abrdn Fds
564
New
N/A
564 $15.1M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
175
+ 14.4%
$117.4 - $131.02 $20.5K - $22.9K
1.39K $166M
ED
Consolidated Edison Inc

Utilities
5
+ 0.78%
$88.0 - $110.59 $440 - $553
642 $71M
DOUG
Douglas Elliman Inc.

Real Estate
7.05K
+ 98.73%
$1.55 - $2.18 $10.9K - $15.4K
14.2K $24.4M
COP
Conocophillips

Energy
9
+ 0.5%
$88.6 - $105.85 $797 - $953
1.81K $190M
VLO
Valero Energy Corp

Energy
4
+ 0.39%
$121.76 - $142.99 $487 - $572
1.02K $135M
DUK
Duke Energy Corp

Utilities
5
+ 0.8%
$105.87 - $121.97 $529 - $610
628 $76.6M
Activity Summary
Buys All Purchases 145 New Holdings 17 Increased Positions 128 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 2
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