Pfg Investments, LLC Purchases in Q1 2025

Pfg Investments, LLC

  • $1.56 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BMY
Bristol Myers Squibb CO

Healthcare
4K
+ 7.47%
$53.9 - $63.11 $216K - $252K
57.6K $3.51B
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
21.2K
New
$21.48 - $22.98 $455K - $487K
21.2K $477M
OHI
Omega Healthcare Investors Inc

Real Estate
12K
+ 20.36%
$35.7 - $38.33 $427K - $459K
70.8K $2.69B
OSTK
Overstock.Com, Inc

Consumer Cyclical
80.1K
New
N/A
80.1K $464M
DUK
Duke Energy Corp

Utilities
155
+ 0.5%
$105.87 - $121.97 $16.4K - $18.9K
31.4K $3.83B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
12.8K
+ 8.7%
$27.01 - $28.54 $346K - $365K
160K $4.47B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
5.19K
+ 13.3%
$77.7 - $78.94 $403K - $409K
44.2K $3.49B
SCHR
Schwab Intermediate Term Us Tr

ETFs
17.2K
New
$24.05 - $24.86 $413K - $427K
17.2K $427M
SPSB
Spdr Portfolio Short Term Corp

ETFs
13.9K
+ 201.91%
$29.82 - $30.1 $416K - $420K
20.8K $627M
XLU
Utilities Sector Spdr

ETFs
3.83K
+ 10.8%
$74.7 - $80.27 $286K - $307K
39.2K $3.09B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
17K
New
$23.32 - $23.84 $397K - $406K
17K $399M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
4.01K
+ 28.36%
$120.24 - $134.3 $483K - $539K
18.2K $2.21B
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
6.34K
+ 38.74%
$48.65 - $53.06 $309K - $337K
22.7K $1.18B
LI
Li Auto Inc.

Consumer Cyclical
15.5K
New
$21.72 - $32.92 $336K - $509K
15.5K $390M
IEFA
Ishares Tr

ETFs
2.35K
+ 5.96%
$69.57 - $78.65 $163K - $184K
41.7K $3.15B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
3K
+ 9.81%
$97.38 - $104.52 $292K - $314K
33.6K $3.43B
PSLV
Sprott Physical Silver Trust

Financial Services
19.7K
+ 28.19%
$9.86 - $11.68 $194K - $230K
89.5K $1.04B
Brookfield Renewable Corp
11.1K
+ 5.62%
N/A
209K $5.84B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
8.59K
+ 47.45%
$51.45 - $58.51 $442K - $503K
26.7K $1.38B
IAU
Ishares Gold Trust

ETFs
1.98K
+ 7.8%
$49.74 - $58.96 $98.7K - $117K
27.4K $1.62B
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.5K
+ 34.14%
$85.29 - $92.57 $298K - $324K
13.7K $1.25B
PG
Procter & Gamble CO

Consumer Defensive
1.25K
+ 2.46%
$158.56 - $176.26 $198K - $220K
52K $8.86B
WOLF
Wolfspeed, Inc.

Technology
113K
New
$2.59 - $7.48 $291K - $842K
113K $344M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
3.29K
+ 12.33%
$100.34 - $100.68 $330K - $331K
30K $3.02B
HOOD
Robinhood Markets, Inc.

Technology
7.96K
New
$35.63 - $65.28 $284K - $519K
7.96K $331M
WPC
W. P. Carey Inc.

Real Estate
3.51K
+ 28.31%
$53.5 - $65.05 $188K - $229K
15.9K $1.01B
WES
Western Midstream Partners, LP

Energy
5.94K
+ 17.77%
$37.87 - $42.89 $225K - $255K
39.4K $1.61B
ISRG
Intuitive Surgical Inc

Healthcare
873
+ 22.24%
$476.63 - $610.45 $416K - $533K
4.8K $2.38B
Zhihu Inc
76.5K
New
N/A
76.5K $327M
PEO
Adams Natural Resources Fund, Inc.

Financial Services
14.3K
New
$21.34 - $23.86 $306K - $342K
14.3K $327M
PLW
Invesco 1 30 Laddered Treasury

ETFs
11.2K
+ 83.13%
N/A
24.8K $689M
PAA
Plains All American Pipeline LP

Energy
9.47K
+ 20.98%
$17.32 - $20.96 $164K - $199K
54.6K $1.09B
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
4.51K
New
$63.07 - $73.5 $284K - $331K
4.51K $317M
OPK
Opko Health, Inc.

Healthcare
56.5K
+ 4.86%
$1.45 - $1.94 $81.9K - $110K
1.22M $2.02B
DUOL
Duolingo, Inc.

Technology
1K
New
$272.49 - $441.39 $273K - $442K
1K $311M
AXP
American Express CO

Financial Services
749
+ 13.19%
$255.39 - $325.87 $191K - $244K
6.43K $1.73B
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
4.53K
New
$68.37 - $87.97 $310K - $398K
4.53K $310M
BALL
Ball Corp

Consumer Cyclical
5.89K
New
$49.04 - $56.53 $289K - $333K
5.89K $307M
Morgan Stanley ETF Trust
5.97K
New
N/A
5.97K $302M
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
9.78K
New
$28.66 - $31.72 $280K - $310K
9.78K $301M
FNV
Franco Nevada Corp

Basic Materials
189
+ 2.8%
$120.72 - $157.56 $22.8K - $29.8K
6.94K $1.09B
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
4.6K
+ 21.17%
$96.93 - $109.51 $445K - $503K
26.3K $2.58B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.18K
+ 36.55%
$57.21 - $65.8 $353K - $406K
23.1K $1.35B
SGDM
Sprott ETF Tr Gold Miners ETF
3.4K
+ 21.56%
N/A
19.2K $727M
Spire Global Inc
35.5K
New
N/A
35.5K $287M
Volatility Shs Tr
8.03K
New
N/A
8.03K $285M
SLV
I Shares Silver Trust

ETFs
4.08K
+ 12.09%
$26.93 - $31.32 $110K - $128K
37.9K $1.17B
ESGD
Ishares Trust Ishares Esg Awar

ETFs
3.45K
New
$75.32 - $84.77 $259K - $292K
3.45K $281M
ITOT
Ishares Core S&P Total U.S. St

ETFs
4.7K
+ 10.44%
$120.29 - $134.6 $565K - $632K
49.7K $6.07B
Activity Summary
Buys All Purchases 512 New Holdings 86 Increased Positions 426 Sells All Sells 444 Reductions 444 Sold out 0 Options Calls 0 Puts 0
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