Pfg Investments, LLC Incresed Positions in Q1 2025

Pfg Investments, LLC

  • $1.56 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
3.29K
+ 12.33%
$100.34 - $100.68 $330K - $331K
30K $3.02B
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
PLW
Invesco 1 30 Laddered Treasury

ETFs
11.2K
+ 83.13%
N/A
24.8K $689M
OPK
Opko Health, Inc.

Healthcare
56.5K
+ 4.86%
$1.45 - $1.94 $81.9K - $110K
1.22M $2.02B
AXP
American Express CO

Financial Services
749
+ 13.19%
$255.39 - $325.87 $191K - $244K
6.43K $1.73B
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
SLV
I Shares Silver Trust

ETFs
4.08K
+ 12.09%
$26.93 - $31.32 $110K - $128K
37.9K $1.17B
ITOT
Ishares Core S&P Total U.S. St

ETFs
4.7K
+ 10.44%
$120.29 - $134.6 $565K - $632K
49.7K $6.07B
XLF
Financial Sector Spdr

ETFs
4.53K
+ 14.76%
$47.32 - $52.19 $214K - $236K
35.2K $1.75B
RACE
Ferrari N.V.

Consumer Cyclical
587
+ 15.04%
$413.73 - $508.15 $243K - $298K
4.49K $1.92B
UNP
Union Pacific Corp

Industrials
826
+ 10.43%
$225.21 - $254.42 $186K - $210K
8.75K $2.07B
VGLT
Vanguard Long Term Treasury Et

ETFs
4.21K
+ 59.52%
$53.99 - $58.43 $227K - $246K
11.3K $650M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
18.6K
+ 14.17%
$11.96 - $13.56 $222K - $252K
150K $1.92B
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.86K
+ 12.1%
$56.12 - $68.15 $104K - $126K
17.2K $1.17B
HWM
Howmet Aerospace Inc.

Industrials
1.6K
+ 77.65%
$110.79 - $139.39 $177K - $223K
3.67K $475M
WMB
Williams Companies, Inc.

Energy
2.29K
+ 12.62%
$54.02 - $61.09 $124K - $140K
20.4K $1.22B
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
5.51K
+ 31.53%
$38.99 - $40.37 $215K - $222K
23K $925M
O
Realty Income Corp

Real Estate
1.75K
+ 5.99%
$51.67 - $58.49 $90.6K - $103K
31K $1.8B
CRWD
Crowd Strike Holdings, Inc.

Technology
521
+ 10.34%
$308.86 - $455.36 $161K - $237K
5.56K $1.96B
KMB
Kimberly Clark Corp

Consumer Defensive
859
+ 8.56%
$124.46 - $147.4 $107K - $127K
10.9K $1.55B
VTV
Vanguard Value ETF

ETFs
1.07K
+ 8.27%
$167.73 - $179.21 $179K - $191K
13.9K $2.41B
IDCC
Inter Digital, Inc.

Communication Services
275
+ 2.16%
$171.68 - $225.72 $47.2K - $62.1K
13K $2.69B
Abrdn Asia Pacific Income Fu
10.7K
+ 19.61%
N/A
65.6K $1.03B
AJG
Arthur J. Gallagher & Co.

Financial Services
8
+ 0.22%
$275.89 - $345.24 $2.21K - $2.76K
3.58K $1.23B
PEP
Pepsico Inc

Consumer Defensive
2.27K
+ 4.02%
$142.64 - $156.42 $324K - $355K
58.8K $8.81B
MU
Micron Technology Inc

Technology
1.81K
+ 7.93%
$86.89 - $109.38 $158K - $198K
24.7K $2.14B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3.46K
+ 26.81%
$62.72 - $71.92 $217K - $249K
16.4K $1.03B
PARA
Paramount Global

Communication Services
2.71K
+ 2.27%
$10.16 - $12.14 $27.6K - $32.9K
122K $1.46B
IEF
Ishares Barclays

ETFs
2.05K
+ 47.08%
$91.17 - $95.39 $187K - $195K
6.4K $610M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
651
+ 15.67%
$132.75 - $177.12 $86.4K - $115K
4.81K $734M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
2.02K
+ 66.0%
$99.16 - $99.52 $200K - $201K
5.08K $506M
Cava Group Inc
6.63K
+ 47.04%
N/A
20.7K $1.79B
RGLD
Royal Gold Inc

Basic Materials
54
+ 0.92%
$132.55 - $163.51 $7.16K - $8.83K
5.94K $971M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
18.6K
+ 33.72%
$11.63 - $13.3 $217K - $248K
73.9K $859M
PSX
Phillips 66

Energy
343
+ 2.24%
$113.93 - $131.55 $39.1K - $45.1K
15.6K $1.93B
SIL
Global X Silver Miners ETF

ETFs
3.15K
+ 38.26%
$31.91 - $40.68 $100K - $128K
11.4K $449M
TTD
Trade Desk, Inc.

Technology
6.51K
+ 233.81%
$53.59 - $126.58 $349K - $824K
9.29K $508M
Genedx Holdings Corp
1.6K
+ 48.87%
N/A
4.87K $432M
BITO
Proshares Tr Bitcoin Strategy

ETFs
16.2K
+ 60.42%
$17.57 - $25.81 $285K - $419K
43.1K $789M
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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