Pfs Partners, LLC has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $199 Billion distributed in 506 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Innovator Etfs Trust with a value of $19.3B, Janus Detroit Str Tr Janus Hen with a value of $19.2B, Ishares Core Dividend Growth E with a value of $14.6B, First Tr Et Fd Iii Short Durat with a value of $14.3B, and First Tr Exchng Traded Fd Vi with a value of $12.2B.

Examining the 13F form we can see an increase of $9.5B in the current position value, from $189B to 199B.

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 $199 Billion
ETFs: $120 Billion
Financial Services: $14.1 Billion
Industrials: $6.86 Billion
Technology: $6.15 Billion
Energy: $3.64 Billion
Consumer Cyclical: $2.52 Billion
Communication Services: $2.17 Billion
Healthcare: $2.02 Billion
Other: $2.36 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 506
  • Current Value $199 Billion
  • Prior Value $189 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 86 stocks
  • Additional Purchases 156 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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