Pfg Investments, LLC Purchases in Q1 2025

Pfg Investments, LLC

  • $1.56 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PHK
Pimco High Income Fund

Financial Services
6.03K
+ 10.22%
$4.85 - $4.98 $29.2K - $30K
65K $318M
NMT
Nuveen Massachusetts Quality Municipal Income Fund

Financial Services
2.18K
+ 13.52%
$11.35 - $11.97 $24.7K - $26K
18.3K $216M
WFC
Wells Fargo & Company

Financial Services
40
+ 0.22%
$66.78 - $81.42 $2.67K - $3.26K
18.1K $1.3B
MOB
Mobilicom LTD

Technology
18K
New
$1.65 - $4.66 $29.7K - $83.9K
18K $29.7M
Fidelity Covington Trust
341
+ 3.95%
N/A
8.97K $267M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
781
+ 4.17%
$49.25 - $50.66 $38.5K - $39.6K
19.5K $967M
BLDR
Builders First Source, Inc.

Industrials
445
+ 30.15%
$122.8 - $173.51 $54.6K - $77.2K
1.92K $240M
GPN
Global Payments Inc

Industrials
612
+ 27.28%
$92.18 - $113.03 $56.4K - $69.2K
2.86K $280M
DGRO
Ishares Core Dividend Growth E

ETFs
381
+ 4.1%
$60.46 - $64.42 $23K - $24.5K
9.67K $597M
LYG
Lloyds Banking Group PLC

Financial Services
3.73K
+ 31.4%
$2.58 - $3.9 $9.61K - $14.5K
15.6K $59.5M
HYG
Ishares Tr

ETFs
323
+ 5.64%
$78.51 - $80.11 $25.4K - $25.9K
6.05K $477M
XLRE
Select Sector Spdr Tr Real Est

ETFs
436
+ 6.01%
$39.18 - $43.52 $17.1K - $19K
7.69K $322M
TRIN
Trinity Capital Inc.

Financial Services
1.19K
+ 9.89%
$14.26 - $16.56 $16.9K - $19.7K
13.2K $200M
SCM
Stellus Capital Investment Corp

Financial Services
679
+ 1.06%
$13.64 - $15.5 $9.26K - $10.5K
65K $910M
JCI
Johnson Controls International PLC

Industrials
29
+ 0.15%
$76.12 - $90.6 $2.21K - $2.63K
19.1K $1.53B
VO
Vanguard Mid Cap ETF

ETFs
242
+ 3.46%
$251.87 - $277.95 $61K - $67.3K
7.23K $1.87B
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
6
+ 0.05%
$21.64 - $23.93 $130 - $144
12.1K $288M
TWLO
Twilio Inc

Communication Services
545
+ 18.06%
$94.9 - $148.35 $51.7K - $80.9K
3.56K $349M
LAND
Gladstone Land Corp

Real Estate
3.41K
+ 8.42%
$10.4 - $11.84 $35.5K - $40.4K
43.9K $462M
SKX
Skechers Usa Inc

Consumer Cyclical
1.12K
+ 28.3%
$54.98 - $78.24 $61.4K - $87.3K
5.06K $287M
Creative Media & Cmnty Tr
87.8K
New
N/A
87.8K $22M
Applied Dna Sciences Inc
12.5K
New
N/A
12.5K $20.8M
RFMZ
River North Flexible Municipal Income Fund Ii, Inc.
1.5K
+ 7.04%
$13.4 - $14.48 $20.1K - $21.7K
22.8K $306M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
282
+ 3.17%
$44.41 - $45.98 $12.5K - $13K
9.18K $419M
EATV
Advisors Ser Tr Vegtech Plant
2.77K
+ 18.5%
$15.34 - $16.84 $42.6K - $46.7K
17.8K $273M
TECB
Ishares Tr Us Tech Breakthroug

ETFs
1.23K
+ 12.88%
$48.9 - $56.81 $60K - $69.6K
10.7K $525M
OPP
River North/Double Line Strategic Opportunity Fund, Inc.

Financial Services
1.14K
+ 2.93%
$8.31 - $8.77 $9.47K - $10K
40.1K $344M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
105
+ 0.2%
$50.39 - $50.66 $5.29K - $5.32K
52.3K $2.65B
MBB
Ishares Tr

ETFs
21
+ 0.27%
$90.37 - $94.08 $1.9K - $1.98K
7.81K $732M
Sndl Inc
13K
New
N/A
13K $18.3M
SMIG
ETF Ser Solutions Aam Bahl Gay

ETFs
804
+ 9.79%
$27.88 - $30.57 $22.4K - $24.6K
9.02K $257M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
632
+ 6.42%
$21.77 - $22.56 $13.8K - $14.3K
10.5K $235M
Lottery Com Inc
20K
New
N/A
20K $17.8M
PWB
Invesco Exchange Traded Fd Tr

ETFs
332
+ 13.35%
$94.5 - $110.71 $31.4K - $36.8K
2.82K $271M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
193
+ 13.07%
$333.37 - $384.99 $64.3K - $74.3K
1.67K $558M
MPV
Barings Participation Investors

Financial Services
466
+ 2.74%
$15.2 - $17.63 $7.08K - $8.22K
17.5K $308M
J P Morgan Exchange Traded F
248
+ 2.8%
N/A
9.1K $473M
UTG
Reaves Utility Income Fund

Financial Services
157
+ 1.16%
$31.08 - $34.42 $4.88K - $5.4K
13.7K $446M
IBKR
Interactive Brokers Group, Inc.

Financial Services
300
+ 9.96%
$161.03 - $235.53 $48.3K - $70.7K
3.31K $548M
AMAT
Applied Materials Inc

Technology
1.29K
+ 13.2%
$145.06 - $195.51 $188K - $253K
11.1K $1.61B
CLX
Clorox CO

Consumer Defensive
485
+ 13.22%
$141.76 - $162.89 $68.8K - $79K
4.15K $612M
Simplify Exchange Traded Fun
248
+ 3.86%
N/A
6.67K $334M
ALB
Albemarle Corp

Basic Materials
672
+ 27.95%
$69.95 - $97.49 $47K - $65.5K
3.08K $222M
RDVY
First Trust Rising Dividend Ac

ETFs
333
+ 4.01%
$57.22 - $63.39 $19.1K - $21.1K
8.64K $506M
PYPL
Pay Pal Holdings, Inc.

Financial Services
4.74K
+ 32.3%
$65.15 - $91.81 $309K - $435K
19.4K $1.27B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
100
+ 2.03%
$408.78 - $448.82 $40.9K - $44.9K
5.04K $2.12B
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
61
+ 0.11%
$10.1 - $10.61 $616 - $647
56.7K $581M
AVB
Avalonbay Communities Inc

Real Estate
93
+ 7.76%
$207.86 - $228.08 $19.3K - $21.2K
1.29K $277M
ECAT
Black Rock Esg Capital Allocation Trust

ETFs
1.5K
+ 8.98%
$15.77 - $17.14 $23.7K - $25.7K
18.2K $287M
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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