Pfg Investments, LLC Incresed Positions in Q3 2025

Pfg Investments, LLC

  • $1.93 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CPB
Campbell Soup CO

Consumer Defensive
22.7K
+ 271.0%
$30.41 - $34.03 $692K - $774K
31.1K $983M
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
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
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
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
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
TJX
Tjx Companies Inc

Consumer Cyclical
140
+ 0.7%
$121.35 - $144.54 $17K - $20.2K
20.2K $2.92B
Tidal Trust Ii
25K
+ 500.0%
N/A
30K $641M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1.15K
+ 3.39%
$109.47 - $119.06 $126K - $137K
35.1K $4.15B
CIEN
Ciena Corp

Technology
4
+ 0.06%
$77.75 - $145.67 $311 - $583
6.67K $972M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.93K
+ 44.38%
$108.97 - $121.65 $320K - $357K
9.54K $1.15B
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
45
+ 0.1%
$35.24 - $44.04 $1.59K - $1.98K
44.2K $1.93B
O
Realty Income Corp

Real Estate
5.38K
+ 19.97%
$56.13 - $60.79 $302K - $327K
32.3K $1.96B
OPK
Opko Health, Inc.

Healthcare
72.3K
+ 5.71%
$1.19 - $1.55 $86K - $112K
1.34M $2.07B
ICLN
Ishares

ETFs
5.54K
+ 4.14%
$13.22 - $15.48 $73.2K - $85.7K
139K $2.16B
SIL
Global X Silver Miners ETF

ETFs
1.84K
+ 16.14%
$47.34 - $71.63 $87K - $132K
13.2K $947M
BA
Boeing CO

Industrials
1.23K
+ 6.01%
$209.79 - $237.38 $259K - $293K
21.8K $4.7B
FV
First Trust Dorsey Wright Focu

ETFs
1.03K
+ 0.82%
$59.23 - $62.14 $60.7K - $63.7K
126K $7.79B
VO
Vanguard Mid Cap ETF

ETFs
916
+ 10.5%
$279.83 - $293.74 $256K - $269K
9.64K $2.83B
SOFI
So Fi Technologies, Inc.

Financial Services
5.31K
+ 17.45%
$17.64 - $29.81 $93.7K - $158K
35.7K $944M
IAU
Ishares Gold Trust

ETFs
1.75K
+ 7.11%
$61.62 - $72.77 $108K - $127K
26.4K $1.92B
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
Track This Portfolio

Track Pfg Investments, LLC Portfolio

Follow Pfg Investments, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pfg Investments, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pfg Investments, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email