Pfg Investments, LLC Reduced Holdings in Q1 2025

Pfg Investments, LLC

  • $1.56 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VB
Vanguard Small Cap ETF

ETFs
-167
- 2.43%
$217.89 - $252.64 $36.4K - $42.2K
6.7K $1.49B
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-968
- 11.67%
$48.65 - $66.04 $47.1K - $63.9K
7.33K $391M
INTU
Intuit Inc

Technology
-235
- 18.89%
$555.63 - $630.23 $131K - $148K
1.01K $620M
ITW
Illinois Tool Works Inc

Industrials
-566
- 14.46%
$244.9 - $274.48 $139K - $155K
3.35K $830M
RYLD
Global X Fds Russell 2000 Cove

ETFs
-4.76K
- 6.53%
$14.93 - $16.85 $71K - $80.2K
68.1K $1.03B
JEF
Jefferies Financial Group Inc.

Financial Services
-185
- 3.04%
$52.22 - $81.31 $9.66K - $15K
5.89K $316M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-400
- 2.69%
$62.43 - $84.12 $25K - $33.6K
14.5K $942M
XYL
Xylem Inc.

Industrials
-1.59K
- 15.11%
$114.02 - $132.04 $181K - $210K
8.92K $1.06B
OXY
Occidental Petroleum Corp

Energy
-3.05K
- 13.8%
$45.45 - $52.7 $139K - $161K
19.1K $941M
Super Micro Computer Inc
-6.37K
- 35.33%
N/A
11.7K $399M
Blackrock Inc
-92
- 11.89%
N/A
682 $645M
BEP
Brookfield Renewable Partners L.P.

Utilities
-4.92K
- 8.05%
$20.03 - $23.79 $98.6K - $117K
56.2K $1.25B
PEG
Public Service Enterprise Group Inc

Utilities
-979
- 3.33%
$78.2 - $90.39 $76.6K - $88.5K
28.4K $2.34B
LOW
Lowes Companies Inc

Consumer Cyclical
-23
- 0.22%
$222.66 - $268.42 $5.12K - $6.17K
10.2K $2.38B
GCI
Gannett Co., Inc.

Communication Services
-3.1K
- 5.0%
$2.89 - $5.36 $8.96K - $16.6K
59K $170M
SHW
Sherwin Williams CO

Basic Materials
-435
- 40.54%
$330.16 - $365.55 $144K - $159K
638 $223M
QUAD
Quad/Graphics, Inc.

Industrials
-4.81K
- 6.32%
$5.45 - $7.93 $26.2K - $38.1K
71.2K $388M
SPG
Simon Property Group Inc

Real Estate
-689
- 18.77%
$159.48 - $187.78 $110K - $129K
2.98K $495M
ALLT
Allot Ltd.

Technology
-22.5K
- 64.28%
$5.09 - $9.26 $115K - $208K
12.5K $71.4M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2.12K
- 14.02%
$71.17 - $73.66 $151K - $156K
13K $955M
DHR
Danaher Corp

Healthcare
-20
- 0.4%
$201.62 - $250.59 $4.03K - $5.01K
5.01K $1.03B
MSTR
Microstrategy Inc

Technology
-424
- 13.64%
$239.27 - $396.5 $101K - $168K
2.68K $774M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
-10.5K
- 28.29%
$12.18 - $12.91 $128K - $136K
26.7K $330M
ASML
Asml Holding Nv

Technology
-52
- 1.75%
$662.63 - $776.99 $34.5K - $40.4K
2.92K $1.94B
MOD
Modine Manufacturing CO

Consumer Cyclical
-171
- 6.1%
$76.06 - $142.68 $13K - $24.4K
2.63K $202M
BSTZ
Black Rock Science & Technology Trust Ii

N/A
-1K
- 2.98%
$17.74 - $22.07 $17.7K - $22.1K
32.6K $578M
TLRY
Tilray Brands, Inc.

Healthcare
-19.9K
- 13.21%
$0.59 - $1.46 $11.7K - $29.1K
131K $86M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.6K
- 14.55%
$76.94 - $78.28 $123K - $125K
9.41K $737M
PRIM
Primoris Services Corp

Industrials
-130
- 2.32%
$57.27 - $89.03 $7.45K - $11.6K
5.47K $314M
CHD
Church & Dwight CO Inc

Consumer Defensive
-1.32K
- 21.67%
$101.42 - $113.2 $134K - $150K
4.79K $527M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.56K
- 6.63%
$81.83 - $82.73 $127K - $129K
21.9K $1.81B
HTGC
Hercules Capital, Inc.

Financial Services
-464
- 0.41%
$18.01 - $22.0 $8.36K - $10.2K
112K $2.15B
AMBP
Ardagh Metal Packaging S.A.

Consumer Cyclical
-35.4K
- 63.62%
$2.51 - $3.16 $88.8K - $112K
20.2K $61.1M
MAR
Marriott International Inc

Consumer Cyclical
-212
- 15.68%
$237.01 - $304.45 $50.2K - $64.5K
1.14K $272M
TT
Trane Technologies PLC

Industrials
-130
- 6.98%
$332.0 - $400.86 $43.2K - $52.1K
1.73K $583M
BLD
Top Build Corp

Industrials
-300
- 21.17%
$295.17 - $354.82 $88.6K - $106K
1.12K $341M
XPO
Xpo Logistics, Inc.

Industrials
-230
- 7.22%
$106.12 - $148.16 $24.4K - $34.1K
2.95K $318M
KHC
Kraft Heinz CO

Consumer Defensive
-2.87K
- 6.39%
$28.51 - $32.22 $81.7K - $92.3K
42K $1.28B
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
-5.46K
- 24.42%
$18.12 - $19.21 $98.9K - $105K
16.9K $308M
VGSH
Vanguard

ETFs
-1.92K
- 7.48%
$58.07 - $58.69 $112K - $113K
23.8K $1.39B
VTRS
Viatris Inc

Healthcare
-3.08K
- 15.84%
$8.68 - $12.42 $26.7K - $38.3K
16.4K $143M
IWR
Ishares Russell Mid Cap ETF

ETFs
-493
- 2.87%
$82.81 - $92.93 $40.8K - $45.8K
16.7K $1.42B
XLE
Energy Sector Spdr

ETFs
-3.45K
- 11.99%
$85.7 - $93.96 $296K - $324K
25.3K $2.37B
Lam Research Corp
-1.39K
- 16.91%
N/A
6.84K $497M
Ferguson Enterprises Inc
-379
- 14.1%
N/A
2.31K $370M
BMI
Badger Meter Inc

Technology
-246
- 10.89%
$189.49 - $221.51 $46.6K - $54.5K
2.01K $383M
VV
Vanguard Large Cap ETF

ETFs
-270
- 12.72%
$253.32 - $282.66 $68.4K - $76.3K
1.85K $476M
WSM
Williams Sonoma Inc

Consumer Cyclical
-43
- 1.32%
$158.1 - $217.71 $6.8K - $9.36K
3.22K $509M
CATH
Global X Fds Global X S&P 500

ETFs
-1.11K
- 18.84%
$66.14 - $74.2 $73.6K - $82.6K
4.8K $324M
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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