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
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-682
- 5.17%
$51.52 - $52.37 $35.1K - $35.7K
12.5K $654M
Canopy Growth Corp
-1.46K
- 10.74%
N/A
12.1K $11.1M
Masterbrand Inc
-590
- 5.16%
N/A
10.8K $142M
PHO
Invesco Exchange Traded Fd Tr

ETFs
-18
- 0.1%
$63.77 - $68.75 $1.15K - $1.24K
18.8K $1.21B
ARDX
Ardelyx, Inc.

Healthcare
-730
- 0.54%
$4.91 - $6.36 $3.58K - $4.64K
133K $654M
RTH
Vaneck ETF Tr Vaneck Retail Et

ETFs
-119
- 10.07%
$217.62 - $242.36 $25.9K - $28.8K
1.06K $240M
PPLT
Abrdn Platinum ETF Trust

ETFs
-670
- 15.39%
N/A
3.68K $337M
STRV
Ea Ser Tr Strive 500 ETF
-118
- 0.99%
N/A
11.8K $425M
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
-2.41K
- 7.48%
$13.33 - $14.08 $32.2K - $34K
29.9K $414M
NMFC
New Mountain Finance Corp

Financial Services
-1.42K
- 4.03%
$10.89 - $12.02 $15.5K - $17.1K
33.9K $374M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-37
- 2.0%
$175.5 - $209.86 $6.49K - $7.76K
1.81K $329M
FDS
Factset Research Systems Inc

Financial Services
-17
- 3.09%
$427.5 - $476.51 $7.27K - $8.1K
534 $243M
DTM
Dt Midstream, Inc.

Energy
-58
- 1.1%
$86.95 - $113.75 $5.04K - $6.6K
5.21K $503M
CHWY
Chewy, Inc.

Consumer Cyclical
-268
- 2.16%
$31.83 - $39.8 $8.53K - $10.7K
12.2K $396M
VLY
Valley National Bancorp

Financial Services
-2.01K
- 13.3%
$8.56 - $10.42 $17.2K - $21K
13.1K $117M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-891
- 3.72%
$24.07 - $24.5 $21.4K - $21.8K
23.1K $559M
DIV
Global X Superdividend Us ETF

ETFs
-1.77K
- 10.94%
N/A
14.4K $272M
SDG
Ishares Trust Ishares Msci Glo

ETFs
-315
- 9.95%
$69.64 - $76.33 $21.9K - $24K
2.85K $206M
SPGI
S&P Global Inc.

Financial Services
-119
- 2.95%
$478.26 - $543.77 $56.9K - $64.7K
3.91K $1.99B
MET
Metlife Inc

Financial Services
-93
- 1.22%
$77.7 - $87.0 $7.23K - $8.09K
7.53K $604M
KIE
Spdr S&P Insurance ETF

ETFs
-755
- 11.58%
$54.24 - $60.81 $41K - $45.9K
5.76K $349M
MUB
Ishares National Muni Bond ETF

ETFs
-103
- 1.37%
$104.71 - $107.69 $10.8K - $11.1K
7.4K $781M
ADP
Automatic Data Processing Inc

Industrials
-430
- 4.89%
$286.85 - $318.64 $123K - $137K
8.36K $2.56B
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-535
- 4.68%
$39.61 - $42.65 $21.2K - $22.8K
10.9K $444M
ITRI
Itron, Inc.

Technology
-100
- 4.84%
$92.6 - $110.29 $9.26K - $11K
1.97K $206M
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
-710
- 0.37%
$11.17 - $11.61 $7.93K - $8.24K
192K $2.16B
Victory Portfolios Ii
-560
- 5.97%
N/A
8.82K $302M
PL
Planet Labs Pbc

Industrials
-2.5K
- 18.52%
$3.38 - $6.49 $8.45K - $16.2K
11K $37.2M
CNQ
Canadian Natural Resources LTD

Energy
-523
- 4.57%
$26.72 - $32.74 $14K - $17.1K
10.9K $336M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-61
- 2.83%
$96.88 - $111.25 $5.91K - $6.79K
2.1K $209M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
-2.64K
- 6.92%
$8.58 - $8.9 $22.6K - $23.5K
35.4K $311M
PAYX
Paychex Inc

Industrials
-706
- 10.67%
$136.06 - $154.52 $96.1K - $109K
5.91K $912M
EBC
Eastern Bankshares, Inc.

Financial Services
-279
- 2.17%
$15.29 - $19.15 $4.27K - $5.34K
12.6K $206M
IWS
Ishares Russell Midcap Value E

ETFs
-15
- 0.37%
$122.59 - $135.24 $1.84K - $2.03K
4.01K $505M
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
-770
- 6.96%
$23.28 - $23.95 $17.9K - $18.4K
10.3K $245M
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
-4.29K
- 17.16%
$0.6 - $1.22 $2.57K - $5.23K
20.7K $12.5M
ORGN
Origin Materials, Inc.

Basic Materials
-6K
- 37.5%
$0.66 - $1.25 $3.96K - $7.5K
10K $6.64M
CCI
Crown Castle International Corp

Real Estate
-440
- 18.17%
$84.33 - $106.39 $37.1K - $46.8K
1.98K $206M
ABCL
Ab Cellera Biologics Inc.

Healthcare
-1.5K
- 10.71%
$2.2 - $3.53 $3.3K - $5.3K
12.5K $27.9M
HYD
Vaneck High Yield Muni ETF

ETFs
-190
- 4.16%
$50.79 - $52.53 $9.65K - $9.98K
4.38K $224M
CNI
Canadian National Railway CO

Industrials
-37
- 1.67%
$95.46 - $106.79 $3.53K - $3.95K
2.17K $212M
FIW
First Trust Water ETF

ETFs
-51
- 0.92%
$99.48 - $106.74 $5.07K - $5.44K
5.47K $551M
TSCO
Tractor Supply CO

Consumer Cyclical
-1.61K
- 4.27%
$51.66 - $57.94 $83K - $93.1K
36K $1.99B
SJM
J M Smucker CO

Consumer Defensive
-232
- 11.88%
$100.41 - $118.41 $23.3K - $27.5K
1.72K $204M
LCID
Lucid Group, Inc.

Consumer Cyclical
-1.09K
- 8.42%
$2.03 - $3.48 $2.21K - $3.79K
11.9K $28.7M
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
-323
- 0.88%
$13.1 - $13.52 $4.23K - $4.37K
36.2K $476M
Blackrock ETF Trust Ii
-241
- 3.04%
N/A
7.7K $403M
EAD
Allspring Income Opportunities Fund

Financial Services
-1.08K
- 2.44%
$6.8 - $7.06 $7.36K - $7.65K
43.3K $296M
VXRT
Vaxart, Inc.

Healthcare
-4K
- 14.35%
$0.41 - $0.94 $1.64K - $3.76K
23.9K $9.72M
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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