Pfg Investments, LLC Purchases in Q2 2025

Pfg Investments, LLC

  • $1.71 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NWL
Newell Brands Inc.

Consumer Defensive
23
+ 0.15%
$4.48 - $6.27 $103 - $144
15.8K $85.1M
PEO
Adams Natural Resources Fund, Inc.

Financial Services
79
+ 0.55%
$18.94 - $22.97 $1.5K - $1.81K
14.4K $308M
CWT
California Water Service Group

Utilities
3
+ 0.05%
$44.67 - $51.36 $134 - $154
6.57K $299M
VHT
Vanguard Health Care ETF

ETFs
180
+ 4.42%
$236.71 - $261.92 $42.6K - $47.1K
4.26K $1.06B
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
1.79K
+ 2.48%
$13.74 - $15.66 $24.6K - $28K
73.7K $1.1B
FDX
Fedex Corp

Industrials
201
+ 4.55%
$198.07 - $245.17 $39.8K - $49.3K
4.61K $1.05B
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
489
+ 0.93%
$20.19 - $23.59 $9.87K - $11.5K
53.1K $1.17B
THQ
Tekla Healthcare Opportunities Fund

Financial Services
718
+ 3.79%
$17.7 - $20.39 $12.7K - $14.6K
19.7K $362M
PSX
Phillips 66

Energy
301
+ 1.92%
$92.87 - $125.73 $28K - $37.8K
15.9K $1.9B
WEC
Wec Energy Group, Inc.

Utilities
85
+ 1.05%
$102.24 - $109.76 $8.69K - $9.33K
8.15K $849M
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
6.32K
+ 5.61%
$9.18 - $11.13 $58K - $70.3K
119K $1.23B
TRGP
Targa Resources Corp.

Energy
1
+ 0.08%
$157.32 - $205.72 $157 - $206
1.26K $219M
ALL
Allstate Corp

Financial Services
5
+ 0.08%
$180.53 - $212.64 $903 - $1.06K
5.96K $1.2B
ELV
Elevance Health, Inc.

Healthcare
70
+ 5.23%
$372.27 - $452.69 $26.1K - $31.7K
1.41K $548M
DTE
Dte Energy CO

Utilities
101
+ 1.23%
$127.39 - $139.49 $12.9K - $14.1K
8.34K $1.1B
IRT
Independence Realty Trust, Inc.

Real Estate
133
+ 1.19%
$17.41 - $21.38 $2.32K - $2.84K
11.3K $200M
EIX
Edison International

Utilities
351
+ 4.62%
$48.32 - $59.92 $17K - $21K
7.95K $410M
FISV
Fiserv Inc

Technology
478
+ 18.69%
N/A
3.04K $523M
Oaktree Specialty Lending CO
626
+ 2.01%
N/A
31.8K $434M
RCKT
Rocket Pharmaceuticals, Inc.

Healthcare
4.7K
+ 35.07%
$2.33 - $8.01 $11K - $37.6K
18.1K $44.3M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
60
+ 3.31%
$421.16 - $509.5 $25.3K - $30.6K
1.87K $833M
WES
Western Midstream Partners, LP

Energy
931
+ 2.37%
$34.99 - $41.61 $32.6K - $38.7K
40.3K $1.56B
LOW
Lowes Companies Inc

Consumer Cyclical
267
+ 2.61%
$210.83 - $235.28 $56.3K - $62.8K
10.5K $2.33B
YUM
Yum Brands Inc

Consumer Cyclical
22
+ 0.28%
$138.36 - $161.45 $3.04K - $3.55K
7.86K $1.16B
FDL
First Tr Morningstar Dividend

ETFs
129
+ 0.27%
$38.19 - $43.19 $4.93K - $5.57K
48.4K $2.03B
LNT
Alliant Energy Corp

Utilities
23
+ 0.12%
$58.79 - $64.85 $1.35K - $1.49K
19.2K $1.16B
NEE
Nextera Energy Inc

Utilities
100
+ 0.18%
$64.11 - $75.0 $6.41K - $7.5K
55.4K $3.84B
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
2.56K
+ 1.0%
$9.72 - $10.39 $24.9K - $26.6K
260K $2.58B
DOW
Dow Inc.

Basic Materials
7.05K
+ 22.42%
$25.81 - $34.89 $182K - $246K
38.5K $1.02B
TSCO
Tractor Supply CO

Consumer Cyclical
97
+ 0.27%
$47.86 - $55.77 $4.64K - $5.41K
36.1K $1.91B
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
37
+ 0.83%
$51.73 - $71.41 $1.91K - $2.64K
4.5K $239M
CAG
Conagra Brands Inc.

Consumer Defensive
640
+ 4.05%
$20.4 - $26.78 $13.1K - $17.1K
16.5K $337M
DUK
Duke Energy Corp

Utilities
322
+ 1.03%
$112.46 - $124.05 $36.2K - $39.9K
31.7K $3.74B
TPL
Texas Pacific Land Corp

Energy
7
+ 1.98%
$1036.28 - $1430.55 $7.25K - $10K
360 $381M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
359
+ 0.6%
$68.13 - $74.77 $24.5K - $26.8K
60.5K $4.4B
AJG
Arthur J. Gallagher & Co.

Financial Services
5
+ 0.14%
$310.86 - $348.77 $1.55K - $1.74K
3.58K $1.15B
Annaly Capital Management In
1.3K
+ 1.44%
N/A
91.6K $1.72B
OXY
Occidental Petroleum Corp

Energy
585
+ 3.07%
$36.11 - $49.33 $21.1K - $28.9K
19.6K $825M
AEP
American Electric Power CO Inc

Utilities
108
+ 0.44%
$98.59 - $109.11 $10.6K - $11.8K
24.7K $2.57B
DVN
Devon Energy Corp

Energy
108
+ 0.36%
$26.8 - $37.92 $2.89K - $4.1K
29.9K $950M
OKE
Oneok Inc

Energy
22
+ 0.22%
$78.71 - $100.37 $1.73K - $2.21K
9.97K $813M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
8.61K
+ 1.46%
$12.71 - $14.52 $109K - $125K
598K $8.32B
AMGN
Amgen Inc

Healthcare
125
+ 1.64%
$262.28 - $309.85 $32.8K - $38.7K
7.77K $2.17B
OPK
Opko Health, Inc.

Healthcare
47.8K
+ 3.92%
$1.24 - $1.66 $59.2K - $79.3K
1.27M $1.67B
PG
Procter & Gamble CO

Consumer Defensive
1.36K
+ 2.61%
$157.66 - $172.39 $214K - $234K
53.4K $8.5B
LLY
Eli Lilly & CO

Healthcare
69
+ 0.76%
$713.71 - $898.95 $49.2K - $62K
9.13K $7.11B
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
4.54K
+ 2.08%
$22.73 - $29.21 $103K - $133K
222K $5.98B
FNF
Fidelity National Financial, Inc.

Financial Services
1
+ 0.0%
$53.62 - $66.59 $53.6 - $66.6
45.2K $2.53B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
544
+ 2.79%
$483.48 - $539.8 $263K - $294K
20.1K $9.75B
Activity Summary
Buys All Purchases 605 New Holdings 121 Increased Positions 484 Sells All Sells 382 Reductions 382 Sold out 0 Options Calls 0 Puts 0
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