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
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
632
+ 6.42%
$21.77 - $22.56 $13.8K - $14.3K
10.5K $235M
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
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
ARL
American Realty Investors Inc

Real Estate
10.3K
+ 38.15%
$10.35 - $16.13 $107K - $166K
37.3K $408M
BTG
B2 Gold Corp

Basic Materials
1.83K
+ 11.81%
$2.3 - $3.3 $4.2K - $6.03K
17.3K $49.3M
BAH
Booz Allen Hamilton Holding Corp

Industrials
511
+ 28.47%
$102.72 - $143.06 $52.5K - $73.1K
2.31K $241M
HRB
H&R Block Inc

Consumer Cyclical
22
+ 0.52%
$49.96 - $55.97 $1.1K - $1.23K
4.22K $232M
Oaktree Specialty Lending CO
480
+ 1.57%
N/A
31.1K $478M
HSY
Hershey CO

Consumer Defensive
31
+ 1.24%
$144.74 - $186.36 $4.49K - $5.78K
2.53K $432M
NUSC
Nuveen Esg Small Cap ETF

ETFs
912
+ 12.16%
$37.9 - $43.9 $34.6K - $40K
8.41K $323M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
268
+ 2.55%
$25.44 - $25.58 $6.82K - $6.86K
10.8K $275M
NMCO
Nuveen Municipal Credit Opportunities Fund

N/A
64
+ 0.08%
$10.65 - $11.24 $682 - $719
79.6K $851M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
789
+ 6.5%
$7.89 - $8.07 $6.23K - $6.37K
12.9K $103M
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
264
+ 1.24%
$9.83 - $10.34 $2.6K - $2.73K
21.5K $215M
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
69
+ 0.29%
$13.34 - $13.81 $920 - $953
24.2K $330M
VGIT
Vanguard Intermediate Term Tre

ETFs
1
+ 0.02%
$57.44 - $59.4 $57.4 - $59.4
4.14K $246M
Siriusxm Holdings Inc
388
+ 2.92%
N/A
13.7K $308M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
83
+ 0.77%
$24.6 - $24.99 $2.04K - $2.07K
10.9K $273M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
642
+ 1.56%
$8.11 - $8.58 $5.21K - $5.51K
41.7K $339M
RIET
ETF Ser Solutions Hoya Capital

ETFs
500
+ 2.9%
$9.79 - $10.5 $4.9K - $5.25K
17.8K $178M
FT
Franklin Universal Trust

Financial Services
191
+ 1.67%
$7.25 - $7.66 $1.38K - $1.46K
11.7K $87.8M
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
328
+ 1.11%
$10.53 - $11.08 $3.45K - $3.63K
29.8K $319M
GUT
Gabelli Utility Trust

Financial Services
60
+ 0.58%
$5.11 - $5.55 $307 - $333
10.3K $55.1M
IVR
Invesco Mortgage Capital Inc.

Real Estate
1.02K
+ 3.34%
$7.6 - $8.96 $7.77K - $9.16K
31.6K $249M
AVLV
American Centy ETF Tr Avantis
153
+ 3.34%
$63.51 - $70.42 $9.72K - $10.8K
4.74K $309M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
65
+ 0.2%
$12.03 - $12.69 $782 - $825
31.9K $390M
GGT
Gabelli Multimedia Trust Inc.

Financial Services
3
+ 0.03%
$4.49 - $4.91 $13.5 - $14.7
10.7K $49.5M
Bgc Group Inc
16
+ 0.14%
N/A
11.2K $103M
Global X Fds
3
+ 0.09%
N/A
3.37K $339M
AWP
Aberdeen Global Premier Properties Fund

Financial Services
141
+ 1.06%
$3.75 - $4.08 $529 - $575
13.5K $52.2M
BRFS
Brf S.A.

Consumer Defensive
2.48K
+ 19.76%
$3.07 - $4.07 $7.6K - $10.1K
15K $51.6M
VBR
Vanguard Small Cap Value ETF

ETFs
84
+ 6.62%
$183.02 - $207.75 $15.4K - $17.5K
1.35K $252M
WAT
Waters Corp

Healthcare
10
+ 0.73%
$362.16 - $417.28 $3.62K - $4.17K
1.37K $506M
ENX
Eaton Vance New York Municipal Bond Fund

Financial Services
132
+ 0.52%
$9.47 - $9.85 $1.25K - $1.3K
25.4K $241M
BGS
B&G Foods, Inc.

Consumer Defensive
69
+ 0.43%
$5.62 - $7.87 $388 - $543
16.3K $112M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
133
+ 13.6%
$186.55 - $250.04 $24.8K - $33.3K
1.11K $224M
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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