Pfg Investments, LLC Purchases in Q3 2025

Pfg Investments, LLC

  • $1.93 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
3.21K
+ 11.61%
$39.58 - $40.74 $127K - $131K
30.9K $1.25B
IONQ
Ion Q, Inc.

Technology
349
+ 5.33%
$36.79 - $75.14 $12.8K - $26.2K
6.89K $424M
OLED
Universal Display Corp Pa

Technology
1.8K
+ 16.51%
$134.16 - $161.44 $242K - $291K
12.7K $1.83B
GILT
Gilat Satellite Networks LTD

Technology
10.8K
New
$7.06 - $13.02 $76.2K - $141K
10.8K $141M
ES
Eversource Energy

Utilities
28
+ 0.15%
$62.86 - $71.14 $1.76K - $1.99K
18.4K $1.31B
PATH
Ui Path, Inc.

Technology
10.5K
New
$10.44 - $13.38 $109K - $140K
10.5K $140M
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
1.29K
+ 16.66%
$77.99 - $84.32 $100K - $109K
9.02K $752M
CEG
Constellation Energy Corp

Utilities
329
+ 7.03%
$298.82 - $354.89 $98.3K - $117K
5.01K $1.65B
XLI
Industrial Sector Spdr

ETFs
633
+ 11.14%
$147.94 - $154.99 $93.6K - $98.1K
6.32K $974M
VTC
Vanguard Scottsdale Fds Total

ETFs
1.54K
+ 11.35%
$76.18 - $78.81 $117K - $121K
15.1K $1.18B
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
1.56K
+ 36.74%
$75.26 - $80.19 $118K - $125K
5.81K $464M
YUM
Yum Brands Inc

Consumer Cyclical
680
+ 8.65%
$139.5 - $153.94 $94.9K - $105K
8.54K $1.3B
BDX
Becton Dickinson & CO

Healthcare
501
+ 19.26%
$172.41 - $199.66 $86.4K - $100K
3.1K $581M
RBLX
Roblox Corp

Communication Services
497
+ 25.99%
$100.65 - $141.56 $50K - $70.4K
2.41K $334M
FINS
Angel Oak Financial Strategies Income Term Trust

ETFs
10.1K
New
$12.85 - $13.46 $129K - $136K
10.1K $132M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
8.34K
+ 11.32%
$14.8 - $15.15 $123K - $126K
82.1K $1.23B
SCHW
Schwab Charles Corp

Financial Services
1.12K
+ 18.74%
$91.03 - $98.69 $101K - $110K
7.07K $675M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.16K
+ 8.11%
$49.43 - $54.52 $57.5K - $63.4K
15.5K $840M
TPR
Tapestry, Inc.

Consumer Cyclical
407
+ 12.26%
$86.48 - $116.14 $35.2K - $47.3K
3.73K $422M
CXE
Mfs High Income Municipal Trust

Financial Services
34.7K
New
$3.47 - $3.72 $120K - $129K
34.7K $129M
Sila Realty Trust Inc
2.87K
+ 7.34%
N/A
42K $1.05B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.59K
+ 9.21%
$70.85 - $76.96 $112K - $122K
18.8K $1.43B
MA
Mastercard Inc

Financial Services
122
+ 1.44%
$550.18 - $598.96 $67.1K - $73.1K
8.6K $4.89B
PBI
Pitney Bowes Inc

Industrials
11.1K
New
$10.92 - $12.79 $121K - $142K
11.1K $127M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
221
+ 3.48%
$148.97 - $165.88 $32.9K - $36.7K
6.57K $1.08B
Serve Robotics Inc
10.3K
+ 30.57%
N/A
44K $512M
Orchid Is Cap Inc
17.9K
New
N/A
17.9K $125M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
12.1K
+ 29.05%
$8.55 - $9.1 $104K - $110K
53.8K $490M
WES
Western Midstream Partners, LP

Energy
2.56K
+ 6.36%
$37.5 - $41.18 $96K - $105K
42.9K $1.68B
FDX
Fedex Corp

Industrials
361
+ 7.82%
$217.1 - $243.2 $78.4K - $87.8K
4.98K $1.17B
IFF
International Flavors & Fragrances Inc

Basic Materials
2.6K
+ 81.94%
$60.3 - $77.46 $157K - $201K
5.77K $355M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
497
+ 2.38%
$81.61 - $86.58 $40.6K - $43K
21.4K $1.82B
Fortuna Mng Corp
13.6K
New
N/A
13.6K $122M
PPA
Invesco Exchange Traded Fd Tr

ETFs
575
+ 24.58%
$139.82 - $155.45 $80.4K - $89.4K
2.91K $453M
BOND
Pimco Active Bond Exchange Tra

ETFs
1.23K
+ 20.52%
$90.83 - $93.81 $111K - $115K
7.2K $672M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
2.85K
+ 15.7%
$15.38 - $20.2 $43.8K - $57.6K
21K $424M
Blackrock Inc
25
+ 3.25%
N/A
795 $927M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.2K
+ 7.95%
$81.75 - $84.54 $98.4K - $102K
16.3K $1.37B
EBAY
Ebay Inc

Consumer Cyclical
678
+ 19.38%
$75.33 - $100.77 $51.1K - $68.3K
4.18K $380M
DD
Du Pont De Nemours, Inc.

Basic Materials
187
+ 1.69%
$69.9 - $78.26 $13.1K - $14.6K
11.3K $877M
HTGC
Hercules Capital, Inc.

Financial Services
2.35K
+ 2.14%
$18.34 - $19.53 $43.1K - $45.9K
112K $2.12B
EQIX
Equinix Inc

Real Estate
160
+ 14.36%
$756.7 - $811.13 $121K - $130K
1.27K $998M
BSTZ
Black Rock Science & Technology Trust Ii

N/A
3.04K
+ 9.64%
$20.33 - $22.62 $61.9K - $68.8K
34.6K $767M
SHW
Sherwin Williams CO

Basic Materials
315
+ 45.78%
$330.88 - $375.23 $104K - $118K
1K $347M
RFMZ
River North Flexible Municipal Income Fund Ii, Inc.
7.71K
+ 31.73%
$12.41 - $13.11 $95.7K - $101K
32K $418M
CGDV
Capital Group Divid Value ETF

ETFs
2.07K
+ 23.02%
$39.59 - $42.21 $82K - $87.4K
11.1K $465M
HPQ
Hp Inc

Technology
1.55K
+ 6.42%
$24.45 - $29.35 $37.8K - $45.4K
25.7K $699M
MET
Metlife Inc

Financial Services
1.13K
+ 15.52%
$73.82 - $82.37 $83.2K - $92.8K
8.39K $691M
EFA
Ishares Tr Msci Eafe ETF

ETFs
782
+ 9.18%
$87.29 - $93.61 $68.3K - $73.2K
9.3K $869M
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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