Pfg Advisors Purchases in Q2 2025

Pfg Advisors

  • $3 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
5.16K
+ 11.94%
$33.13 - $40.67 $171K - $210K
48.4K $1.97M
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
11.9K
New
$23.73 - $27.68 $283K - $330K
11.9K $329K
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
8.06K
New
$36.05 - $40.34 $291K - $325K
8.06K $325K
AMAT
Applied Materials Inc

Technology
990
+ 27.73%
$126.95 - $183.52 $126K - $182K
4.56K $834K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
6.89K
+ 24.72%
$40.82 - $43.14 $281K - $297K
34.8K $1.5M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2.78K
+ 23.95%
$212.1 - $244.27 $589K - $679K
14.4K $3.14M
PSI
Invesco Exchange Traded Fd Tr

ETFs
5.23K
New
$39.29 - $60.31 $205K - $315K
5.23K $313K
PHYL
Pgim ETF Tr

ETFs
8.76K
New
$33.41 - $35.49 $293K - $311K
8.76K $310K
AWK
American Water Works Company, Inc.

Utilities
2.8K
+ 28.9%
$133.82 - $151.96 $375K - $426K
12.5K $1.74M
NVT
N Vent Electric PLC

Industrials
1.34K
+ 13.38%
$45.2 - $73.35 $60.5K - $98.2K
11.4K $831K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
5.44K
+ 1.81%
$45.12 - $46.23 $246K - $252K
307K $14.2M
UBER
Uber Technologies, Inc

Technology
3.18K
New
$64.62 - $93.3 $205K - $297K
3.18K $296K
KMLM
Kraneshares Tr Kfa Mlm Index E

ETFs
11.5K
+ 123.37%
$25.36 - $27.19 $291K - $312K
20.8K $547K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
7.35K
+ 73.93%
$38.81 - $44.28 $285K - $325K
17.3K $733K
FLHY
Franklin Templeton ETF Tr Libe

ETFs
9.08K
+ 6.65%
$22.87 - $24.35 $208K - $221K
146K $3.55M
PANW
Palo Alto Networks Inc

Technology
489
+ 8.73%
$152.44 - $204.64 $74.5K - $100K
6.09K $1.25M
XSMO
Invesco S&P Smallcap Momentum

ETFs
2.11K
+ 7.73%
$55.15 - $68.11 $117K - $144K
29.4K $2M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.53K
New
$149.76 - $186.42 $229K - $285K
1.53K $285K
APP
App Lovin Corp

Technology
37
+ 1.17%
$219.37 - $417.89 $8.12K - $15.5K
3.2K $1.12M
BAC
Bank Of America Corp

Financial Services
3.02K
+ 12.37%
$34.39 - $47.46 $104K - $143K
27.4K $1.3M
MCO
Moodys Corp

Financial Services
500
+ 65.19%
$396.7 - $501.59 $198K - $251K
1.27K $635K
CHKP
Check Point Software Technologies LTD

Technology
1.26K
New
$204.26 - $233.47 $257K - $294K
1.26K $278K
WMB
Williams Companies, Inc.

Energy
4.35K
New
$54.33 - $62.87 $237K - $274K
4.35K $273K
BOND
Pimco Active Bond Exchange Tra

ETFs
3K
+ 26.22%
$89.87 - $92.93 $269K - $278K
14.4K $1.33M
JNK
Spdr Bloomberg High Yield Bond

ETFs
2.81K
New
$91.23 - $97.27 $256K - $273K
2.81K $272K
KMI
Kinder Morgan, Inc.

Energy
9.15K
New
$25.21 - $29.4 $231K - $269K
9.15K $269K
VZ
Verizon Communications Inc

Communication Services
7.09K
+ 38.91%
$41.67 - $45.62 $295K - $323K
25.3K $1.09M
VLO
Valero Energy Corp

Energy
1.98K
New
$104.69 - $141.77 $207K - $281K
1.98K $266K
FDL
First Tr Morningstar Dividend

ETFs
6.6K
+ 88.3%
$38.19 - $43.19 $252K - $285K
14.1K $589K
SAP
Sap Se

Technology
867
New
$237.53 - $309.8 $206K - $269K
867 $263K
AXP
American Express CO

Financial Services
34
+ 0.68%
$231.39 - $318.98 $7.87K - $10.8K
5.06K $1.61M
IT
Gartner Inc

Technology
840
+ 16.63%
$377.5 - $449.52 $317K - $378K
5.89K $2.38M
QCOM
Qualcomm Inc

Technology
1.48K
+ 34.19%
$124.66 - $159.48 $184K - $235K
5.79K $921K
TMO
Thermo Fisher Scientific Inc.

Healthcare
641
New
$390.26 - $489.06 $250K - $313K
641 $259K
CHWY
Chewy, Inc.

Consumer Cyclical
5.9K
New
$31.21 - $48.21 $184K - $284K
5.9K $251K
T
At&T Inc.

Communication Services
7.88K
+ 25.59%
$26.33 - $28.94 $208K - $228K
38.7K $1.12M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
6.3K
New
$30.87 - $39.17 $194K - $247K
6.3K $246K
OUNZ
Van Eck Merk Gold Trust

ETFs
7.72K
New
$28.68 - $33.09 $221K - $255K
7.72K $246K
PAMC
Pacer Fds Tr Lunt Midcap Multi

Technology
5.5K
New
$37.31 - $43.82 $205K - $241K
5.5K $241K
WTFC
Wintrust Financial Corp

Financial Services
1.94K
New
$95.17 - $124.21 $185K - $241K
1.94K $240K
EXC
Exelon Corp

Utilities
5.52K
New
$42.2 - $47.37 $233K - $262K
5.52K $239K
BKNG
Booking Holdings Inc.

Consumer Cyclical
25
+ 31.25%
$4164.15 - $5789.24 $104K - $145K
105 $607K
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.55K
New
$63.54 - $68.5 $226K - $243K
3.55K $239K
ENB
Enbridge Inc

Energy
5.26K
New
$41.09 - $47.16 $216K - $248K
5.26K $238K
MET
Metlife Inc

Financial Services
2.94K
New
$68.42 - $82.49 $201K - $242K
2.94K $236K
IEMG
Ishares Inc

ETFs
4.37K
+ 34.6%
N/A
17K $910K
SO
Southern CO

Utilities
2.55K
New
$84.91 - $92.56 $216K - $236K
2.55K $234K
TTD
Trade Desk, Inc.

Technology
3.26K
New
$45.27 - $79.4 $147K - $259K
3.26K $234K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
3.54K
New
$53.75 - $67.21 $190K - $238K
3.54K $234K
Activity Summary
Buys All Purchases 475 New Holdings 96 Increased Positions 379 Sells All Sells 134 Reductions 134 Sold out 0 Options Calls 0 Puts 0
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