Pfs Partners, LLC has filed its 13F form on July 25, 2024 for Q2 2024 where it was disclosed a total value porftolio of $161 Billion distributed in 439 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Innovator Etfs Trust with a value of $18.4B, Ishares Core Dividend Growth E with a value of $13.5B, First Tr Exchng Traded Fd Vi with a value of $12.8B, First Tr Et Fd Iii Short Durat with a value of $12.4B, and First Tr ETF Fd Iv First Tr Lo with a value of $8.09B.

Examining the 13F form we can see an increase of $9.79B in the current position value, from $151B to 161B.

Pfs Partners, LLC is based out at Mine Hill, NJ

Below you can find more details about Pfs Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $161 Billion
ETFs: $89.1 Billion
Financial Services: $13.3 Billion
Technology: $5.58 Billion
Industrials: $5.51 Billion
Energy: $4.05 Billion
Consumer Cyclical: $2.38 Billion
Healthcare: $2.11 Billion
Communication Services: $2.04 Billion
Other: $2.03 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 439
  • Current Value $161 Billion
  • Prior Value $151 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 25, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 15 stocks
  • Additional Purchases 106 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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