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
Capitol Ser Tr
8.33K
+ 84.17%
N/A
18.2K $777M
CQP
Cheniere Energy Partners, L.P.

Energy
7.71K
+ 50.85%
$51.57 - $57.73 $398K - $445K
22.9K $1.23B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8.9K
+ 5.16%
$26.38 - $27.95 $235K - $249K
181K $4.95B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.28K
+ 6.86%
$134.94 - $145.86 $173K - $187K
20K $2.9B
LOW
Lowes Companies Inc

Consumer Cyclical
244
+ 2.33%
$215.01 - $273.02 $52.5K - $66.6K
10.7K $2.7B
NFLX
Netflix Inc

Communication Services
1K
+ 16.58%
$1147.87 - $1297.18 $1.15M - $1.3M
7.06K $8.47B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
13
+ 0.06%
$459.11 - $506.91 $5.97K - $6.59K
20.1K $10.1B
VB
Vanguard Small Cap ETF

ETFs
805
+ 10.82%
$237.58 - $259.17 $191K - $209K
8.24K $2.1B
HWKN
Hawkins Inc

Basic Materials
9
+ 0.11%
$144.17 - $184.75 $1.3K - $1.66K
8.02K $1.47B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
3.13K
+ 61.89%
$100.16 - $100.7 $313K - $315K
8.19K $824M
UTES
Virtus Reaves Utilities ETF
168
+ 0.46%
N/A
36.7K $3.06B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
121
+ 1.02%
$50.79 - $76.4 $6.15K - $9.24K
12K $918M
CRWD
Crowd Strike Holdings, Inc.

Technology
826
+ 14.06%
$412.46 - $514.1 $341K - $425K
6.7K $3.29B
UBER
Uber Technologies, Inc

Technology
966
+ 2.33%
$86.91 - $99.57 $84K - $96.2K
42.4K $4.15B
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
26.6K
+ 63.55%
$9.62 - $11.02 $256K - $293K
68.4K $692M
VHT
Vanguard Health Care ETF

ETFs
922
+ 21.67%
$239.12 - $259.95 $220K - $240K
5.18K $1.34B
MCD
Mcdonalds Corp

Consumer Cyclical
378
+ 2.57%
$291.67 - $316.99 $110K - $120K
15.1K $4.58B
KHC
Kraft Heinz CO

Consumer Defensive
10.6K
+ 28.71%
$25.63 - $28.94 $271K - $306K
47.4K $1.23B
Astera Labs Inc
23
+ 0.87%
N/A
2.66K $521M
XLU
Utilities Sector Spdr

ETFs
470
+ 1.1%
$81.14 - $87.32 $38.1K - $41K
43.1K $3.76B
IWF
Ishares Russell 1000 Gr ETF

ETFs
226
+ 5.8%
$420.11 - $472.68 $94.9K - $107K
4.12K $1.93B
COP
Conocophillips

Energy
2.09K
+ 13.62%
$91.0 - $98.99 $190K - $207K
17.4K $1.65B
NUDM
Nuveen Esg International Devel

ETFs
1.23K
+ 1.18%
$34.72 - $37.63 $42.8K - $46.4K
106K $3.97B
QCOM
Qualcomm Inc

Technology
730
+ 3.57%
$145.84 - $173.55 $106K - $127K
21.2K $3.52B
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
12.3K
+ 49.63%
$20.24 - $21.27 $248K - $261K
36.9K $781M
XLF
Financial Sector Spdr

ETFs
3.85K
+ 10.4%
$51.37 - $54.25 $198K - $209K
40.9K $2.2B
OEF
Ishares S&P 100 ETF

ETFs
678
+ 65.13%
N/A
1.72K $572M
XYLD
Global X Fds S&P 500 Covered C

ETFs
5.79K
+ 6.93%
$38.52 - $39.39 $223K - $228K
89.4K $3.51B
WPC
W. P. Carey Inc.

Real Estate
2.81K
+ 24.31%
$61.29 - $68.7 $172K - $193K
14.3K $969M
SNOW
Snowflake Inc.

Technology
1.08K
+ 32.82%
$191.73 - $241.0 $206K - $259K
4.35K $981M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.26K
+ 20.03%
$98.52 - $103.93 $222K - $235K
13.5K $1.39B
CLF
Cleveland Cliffs Inc.

Basic Materials
12K
+ 54.77%
$8.12 - $12.84 $97.2K - $154K
33.8K $413M
IRT
Independence Realty Trust, Inc.

Real Estate
15.8K
+ 139.67%
$16.35 - $18.11 $258K - $286K
27.1K $444M
AEM
Agnico Eagle Mines LTD

Basic Materials
230
+ 5.59%
$116.14 - $168.56 $26.7K - $38.8K
4.34K $732M
TMO
Thermo Fisher Scientific Inc.

Healthcare
164
+ 8.09%
$404.94 - $499.99 $66.4K - $82K
2.19K $1.06B
ARDX
Ardelyx, Inc.

Healthcare
5K
+ 3.75%
$3.92 - $6.64 $19.6K - $33.2K
138K $762M
RGLD
Royal Gold Inc

Basic Materials
510
+ 8.53%
$151.42 - $200.58 $77.2K - $102K
6.49K $1.3B
TFC
Truist Financial Corp

Financial Services
4.2K
+ 25.19%
$42.83 - $47.07 $180K - $198K
20.9K $955M
CMI
Cummins Inc

Industrials
6
+ 0.24%
$327.85 - $426.39 $1.97K - $2.56K
2.48K $1.05B
BSX
Boston Scientific Corp

Healthcare
3.27K
+ 38.91%
$97.03 - $108.14 $317K - $354K
11.7K $1.14B
IBKR
Interactive Brokers Group, Inc.

Financial Services
775
+ 5.71%
$56.32 - $68.81 $43.6K - $53.3K
14.3K $987M
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
9.43K
+ 19.82%
N/A
57K $1.33B
AEP
American Electric Power CO Inc

Utilities
83
+ 0.34%
$103.26 - $115.0 $8.57K - $9.55K
24.8K $2.79B
LLY
Eli Lilly & CO

Healthcare
491
+ 5.38%
$625.65 - $812.69 $307K - $399K
9.62K $7.34B
PANW
Palo Alto Networks Inc

Technology
1.18K
+ 6.89%
$167.06 - $208.19 $197K - $245K
18.3K $3.72B
HWM
Howmet Aerospace Inc.

Industrials
908
+ 20.71%
$171.0 - $196.23 $155K - $178K
5.29K $1.04B
DKL
Delek Logistics Partners, LP

Energy
3.8K
+ 20.54%
$42.08 - $46.37 $160K - $176K
22.3K $1.02B
BNDX
Vanguard Total International B

ETFs
4.46K
+ 23.91%
$49.0 - $49.51 $218K - $221K
23.1K $1.14B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.74K
+ 26.93%
$78.11 - $79.07 $214K - $217K
12.9K $1.02B
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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