Pfg Investments, LLC Purchases in Q3 2025

Pfg Investments, LLC

  • $1.93 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Calamos ETF Tr
28.3K
New
N/A
28.3K $778M
IPKW
Invesco ETF Tr Ii Internationa

ETFs
14.7K
New
$48.35 - $53.13 $713K - $783K
14.7K $777M
Ishares Bitcoin Trust ETF
10.9K
+ 64.48%
N/A
27.9K $1.81B
SLV
I Shares Silver Trust

ETFs
9.74K
+ 26.5%
$32.73 - $42.5 $319K - $414K
46.5K $1.97B
CAT
Caterpillar Inc

Industrials
440
+ 7.06%
$390.92 - $477.15 $172K - $210K
6.67K $3.18B
MO
Altria Group, Inc.

Consumer Defensive
3.98K
+ 5.95%
$57.75 - $67.68 $230K - $269K
70.8K $4.68B
BCAT
Black Rock Capital Allocation Trust

ETFs
50.7K
New
$14.56 - $15.29 $739K - $776K
50.7K $750M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
7.02K
New
$98.53 - $107.1 $692K - $752K
7.02K $737M
VRT
Vertiv Holdings CO

Industrials
2.93K
+ 22.62%
N/A
15.9K $2.4B
CPB
Campbell Soup CO

Consumer Defensive
22.7K
+ 271.0%
$30.41 - $34.03 $692K - $774K
31.1K $983M
Figma Inc
13.7K
New
N/A
13.7K $711M
AMZN
Amazon Com Inc

Consumer Cyclical
3.05K
+ 1.96%
$211.65 - $238.24 $646K - $727K
159K $34.8B
VZ
Verizon Communications Inc

Communication Services
12.3K
+ 5.51%
$40.84 - $45.06 $504K - $556K
236K $10.4B
BAC
Bank Of America Corp

Financial Services
43
+ 0.03%
$44.92 - $52.42 $1.93K - $2.25K
162K $8.36B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
13.4K
+ 23.57%
$50.47 - $50.74 $677K - $681K
70.4K $3.57B
Neos ETF Trust
10.3K
+ 19.93%
N/A
62K $3.36B
IVV
Ishares Core S&P 500 ETF

ETFs
234
+ 2.21%
$620.67 - $670.08 $145K - $157K
10.8K $7.25B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
11K
New
$54.35 - $59.32 $596K - $650K
11K $649M
JEPI
J P Morgan Exchange Traded Fd

ETFs
10.7K
+ 7.97%
$55.61 - $57.37 $593K - $612K
145K $8.26B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
7.49K
+ 12.02%
$53.81 - $57.52 $403K - $431K
69.8K $4.02B
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
1.87K
+ 6.85%
$68.94 - $86.3 $129K - $162K
29.2K $2.52B
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
458
+ 1.08%
$138.08 - $151.2 $63.2K - $69.2K
42.8K $6.46B
WMT
Walmart Inc.

Consumer Defensive
634
+ 0.66%
$94.4 - $104.27 $59.8K - $66.1K
96.6K $9.95B
VUG
Vanguard Growth ETF

ETFs
439
+ 5.02%
$433.97 - $484.08 $191K - $213K
9.18K $4.4B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
5.58K
+ 14.07%
$100.37 - $100.74 $560K - $562K
45.2K $4.55B
Manager Directed Portfolios
39K
+ 5.44%
N/A
755K $8.04B
EPD
Enterprise Products Partners L.P.

Energy
16.5K
+ 12.39%
$30.74 - $32.14 $507K - $530K
150K $4.68B
APP
App Lovin Corp

Technology
728
New
$335.1 - $718.54 $244K - $523K
728 $523M
DVA
Davita Inc.

Healthcare
3.93K
New
$127.69 - $151.32 $502K - $595K
3.93K $522M
BITO
Proshares Tr Bitcoin Strategy

ETFs
30.5K
+ 70.31%
$18.74 - $23.05 $572K - $703K
73.9K $1.45B
STWD
Starwood Property Trust, Inc.

Real Estate
27.5K
+ 88.59%
$19.37 - $20.97 $533K - $577K
58.6K $1.13B
C
Citigroup Inc

Financial Services
1.27K
+ 5.45%
$85.57 - $103.49 $109K - $132K
24.6K $2.5B
XLE
Energy Sector Spdr

ETFs
4.51K
+ 20.29%
$84.25 - $91.99 $380K - $415K
26.7K $2.39B
WPM
Wheaton Precious Metals Corp.

Basic Materials
67
+ 0.3%
$86.72 - $111.84 $5.81K - $7.49K
22.5K $2.51B
Brookfield Renewable Corp
4.33K
+ 2.06%
N/A
215K $7.39B
STX
Seagate Technology Holdings PLC

Technology
64
+ 1.24%
$142.01 - $236.06 $9.09K - $15.1K
5.22K $1.23B
MRK
Merck & Co., Inc.

Healthcare
2.3K
+ 3.78%
$77.6 - $87.37 $179K - $201K
63.3K $5.31B
EFV
Msci Eafe Value ETF

ETFs
7.11K
New
$62.79 - $68.42 $446K - $486K
7.11K $482M
VGT
Vanguard Information Technolog

ETFs
330
+ 11.86%
$656.44 - $753.15 $217K - $249K
3.11K $2.32B
IEFA
Ishares Tr

ETFs
3.41K
+ 7.4%
$81.7 - $87.53 $279K - $298K
49.5K $4.32B
GS
Goldman Sachs Group Inc

Financial Services
109
+ 2.56%
$696.56 - $806.32 $75.9K - $87.9K
4.36K $3.47B
IEF
Ishares Barclays

ETFs
4.73K
+ 66.81%
$93.91 - $97.26 $444K - $460K
11.8K $1.14B
BHR
Braemar Hotels & Resorts Inc.

Real Estate
161K
+ 217.05%
$2.07 - $3.03 $334K - $488K
235K $643M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1.92K
+ 13.47%
$89.32 - $107.82 $172K - $207K
16.2K $1.75B
VLO
Valero Energy Corp

Energy
22
+ 0.17%
$131.77 - $175.63 $2.9K - $3.86K
12.7K $2.16B
IEMG
Ishares Inc

ETFs
4.57K
+ 17.82%
N/A
30.2K $1.99B
SQ
Block, Inc.

Technology
5.57K
+ 51.04%
N/A
16.5K $1.19B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
7.32K
+ 49.52%
$52.12 - $55.33 $382K - $405K
22.1K $1.22B
FNV
Franco Nevada Corp

Basic Materials
154
+ 2.21%
$154.4 - $222.91 $23.8K - $34.3K
7.11K $1.59B
Activity Summary
Buys All Purchases 711 New Holdings 132 Increased Positions 579 Sells All Sells 341 Reductions 341 Sold out 0 Options Calls 0 Puts 0
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