Pfg Investments, LLC Reduced Holdings in Q2 2025

Pfg Investments, LLC

  • $1.71 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-3.31K
- 0.64%
$172.42 - $223.89 $570K - $740K
516K $106B
PSEC
Prospect Capital Corp

Financial Services
-611K
- 97.78%
$3.14 - $4.06 $1.92M - $2.48M
13.9K $44.1M
PAAS
Pan American Silver Corp

Basic Materials
-55.4K
- 75.68%
$21.49 - $29.35 $1.19M - $1.63M
17.8K $505M
F
Ford Motor CO

Consumer Cyclical
-154K
- 41.32%
$8.69 - $10.85 $1.34M - $1.68M
219K $2.38B
CVX
Chevron Corp

Energy
-1.28K
- 2.63%
$133.73 - $168.51 $171K - $216K
47.3K $6.78B
SRPT
Sarepta Therapeutics, Inc.

Healthcare
-1K
- 3.78%
$17.1 - $63.66 $17.1K - $63.7K
25.4K $435M
OHI
Omega Healthcare Investors Inc

Real Estate
-27.9K
- 39.47%
$35.55 - $39.05 $993K - $1.09M
42.8K $1.57B
BMY
Bristol Myers Squibb CO

Healthcare
-2.01K
- 3.5%
$44.12 - $59.6 $88.8K - $120K
55.5K $2.57B
BRK-A
Berkshire Hathaway Inc

Financial Services
-1
- 50.0%
$725400.0 - $809350.0 $725K - $809K
1 $729M
Cava Group Inc
-9.73K
- 46.96%
N/A
11K $925M
Sila Realty Trust Inc
-26.2K
- 40.07%
N/A
39.1K $926M
MRK
Merck & Co., Inc.

Healthcare
-1.57K
- 2.51%
$73.47 - $87.12 $115K - $137K
61K $4.83B
PARA
Paramount Global

Communication Services
-68.7K
- 56.12%
$10.65 - $12.9 $732K - $887K
53.7K $693M
NXPI
Nxp Semiconductors N.V.

Technology
-4.05K
- 70.71%
$153.5 - $218.72 $622K - $886K
1.68K $367M
ED
Consolidated Edison Inc

Utilities
-56
- 0.09%
$98.05 - $113.3 $5.49K - $6.34K
64K $6.43B
VZ
Verizon Communications Inc

Communication Services
-4.05K
- 1.78%
$41.67 - $45.62 $169K - $185K
224K $9.69B
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
-47.4K
- 31.68%
$10.49 - $12.99 $497K - $616K
102K $1.3B
V
Visa Inc.

Financial Services
-1.88K
- 6.09%
$308.27 - $373.31 $579K - $701K
29K $10.3B
Amplify ETF Tr
-9.89K
- 45.02%
N/A
12.1K $702M
ADMA
Adma Biologics, Inc.

Healthcare
-7.32K
- 3.28%
$17.6 - $24.51 $129K - $179K
215K $3.92B
RGTI
Rigetti Computing, Inc.

Technology
-70K
- 80.79%
$7.5 - $14.29 $525K - $1M
16.7K $198M
XLE
Energy Sector Spdr

ETFs
-3.14K
- 12.38%
$76.44 - $94.13 $240K - $295K
22.2K $1.88B
EPD
Enterprise Products Partners L.P.

Energy
-1.4K
- 1.04%
$28.95 - $34.22 $40.6K - $48K
133K $4.13B
UPS
United Parcel Service Inc

Industrials
-123
- 0.25%
$91.92 - $110.2 $11.3K - $13.6K
49.2K $4.97B
HWKN
Hawkins Inc

Basic Materials
-6.8K
- 45.91%
$103.32 - $143.95 $703K - $979K
8.01K $1.14B
CQP
Cheniere Energy Partners, L.P.

Energy
-4.21K
- 21.72%
$54.61 - $68.04 $230K - $286K
15.2K $850M
PLD
Prologis, Inc.

Real Estate
-2.73K
- 13.33%
$89.76 - $112.34 $245K - $306K
17.7K $1.86B
SMDV
Proshares Tr Russell 2000 Divi

ETFs
-6.1K
- 26.11%
$58.95 - $66.19 $360K - $404K
17.3K $1.12B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-4.58K
- 21.72%
$90.56 - $109.49 $415K - $502K
16.5K $1.8B
ABR
Arbor Realty Trust Inc

Real Estate
-14.4K
- 6.54%
$8.92 - $11.89 $128K - $171K
205K $2.2B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-9.26K
- 35.63%
$45.98 - $56.15 $426K - $520K
16.7K $940M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-11.9K
- 57.16%
$29.82 - $30.19 $355K - $360K
8.93K $270M
BP
Bp PLC

Energy
-6K
- 13.34%
$26.11 - $33.81 $157K - $203K
39K $1.17B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-1.01K
- 8.04%
$99.37 - $134.05 $100K - $135K
11.5K $1.31B
ENPH
Enphase Energy, Inc.

Technology
-910
- 6.89%
$34.56 - $62.52 $31.4K - $56.9K
12.3K $488M
COP
Conocophillips

Energy
-895
- 5.52%
$82.66 - $106.1 $74K - $95K
15.3K $1.38B
KHC
Kraft Heinz CO

Consumer Defensive
-5.21K
- 12.39%
$25.61 - $30.81 $133K - $160K
36.8K $950M
Nebius Group N.V.
-31K
- 76.01%
N/A
9.78K $541M
MCD
Mcdonalds Corp

Consumer Cyclical
-65
- 0.44%
$285.55 - $321.23 $18.6K - $20.9K
14.7K $4.3B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-2.63K
- 7.84%
$90.85 - $102.31 $239K - $269K
31K $3.12B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-2.19K
- 18.73%
$152.93 - $181.74 $335K - $399K
9.52K $1.73B
SLB
Schlumberger Limited

Energy
-2.36K
- 8.94%
$31.95 - $42.2 $75.3K - $99.5K
24K $812M
WPC
W. P. Carey Inc.

Real Estate
-4.39K
- 27.55%
$56.12 - $64.53 $246K - $283K
11.5K $720M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-194
- 8.73%
$390.26 - $489.06 $75.7K - $94.9K
2.03K $822M
ADBE
Adobe Inc.

Technology
-773
- 14.81%
$340.0 - $420.68 $263K - $325K
4.45K $1.72B
SHEL
Shell PLC

Energy
-2.81K
- 11.37%
$59.75 - $73.05 $168K - $205K
21.9K $1.54B
BBY
Best Buy CO Inc

Consumer Cyclical
-3.22K
- 43.92%
$56.17 - $75.73 $181K - $244K
4.11K $276M
J P Morgan Exchange Traded F
-5K
- 54.95%
N/A
4.1K $214M
IWM
Ishares Russell 2000 ETF

ETFs
-2.15K
- 17.12%
$174.82 - $215.79 $375K - $463K
10.4K $2.24B
Activity Summary
Buys All Purchases 605 New Holdings 121 Increased Positions 484 Sells All Sells 382 Reductions 382 Sold out 0 Options Calls 0 Puts 0
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