Pfg Advisors Incresed Positions in Q1 2025

Pfg Advisors

  • $1.73 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
96.3K
+ 192.31%
$68.32 - $75.06 $6.58M - $7.23M
146K $10.9M
GLDM
World Gold Trust

ETFs
97.2K
+ 665.94%
$52.19 - $61.89 $5.07M - $6.01M
112K $6.92M
VTV
Vanguard Value ETF

ETFs
30.2K
+ 51.91%
$167.73 - $179.21 $5.06M - $5.41M
88.3K $15.3M
USFR
Wisdomtree Floating Rate Treas

ETFs
106K
+ 257.02%
$50.29 - $50.5 $5.32M - $5.35M
147K $7.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5.02K
+ 16.34%
$442.66 - $534.52 $2.22M - $2.68M
35.7K $19M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
75.8K
+ 68.1%
$58.01 - $64.46 $4.39M - $4.88M
187K $11.6M
MSFT
Microsoft Corp

Technology
20.3K
+ 28.59%
$375.39 - $447.2 $7.64M - $9.1M
91.5K $34.4M
PG
Procter & Gamble CO

Consumer Defensive
23.4K
+ 42.03%
$158.56 - $176.26 $3.71M - $4.12M
79K $13.5M
VIG
Vanguard Dividend Appreciation

ETFs
21.1K
+ 21.46%
N/A
120K $21.8M
BND
Vanguard Bd Index Fd Inc Total

ETFs
46.1K
+ 26.11%
$71.17 - $73.66 $3.28M - $3.39M
223K $16.3M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
46K
+ 367.36%
$73.78 - $76.59 $3.39M - $3.52M
58.5K $4.48M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
57.2K
+ 39.81%
$64.88 - $72.1 $3.71M - $4.12M
201K $13.2M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
67.6K
+ 24.16%
$44.41 - $45.98 $3M - $3.11M
347K $15.8M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
65.1K
+ 50.17%
$49.25 - $50.66 $3.21M - $3.3M
195K $9.67M
EME
Emcor Group, Inc.

Industrials
8.4K
+ 527.37%
$361.16 - $535.99 $3.03M - $4.5M
9.99K $3.69M
COST
Costco Wholesale Corp

Consumer Defensive
2.64K
+ 18.97%
$890.62 - $1076.86 $2.35M - $2.84M
16.5K $15.6M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
6.25K
+ 795.67%
$408.78 - $448.82 $2.55M - $2.8M
7.03K $2.95M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
18.7K
+ 16.64%
$126.11 - $135.06 $2.36M - $2.53M
131K $16.9M
JPM
Jpmorgan Chase & CO

Financial Services
8.12K
+ 24.21%
$225.19 - $279.95 $1.83M - $2.27M
41.6K $10.2M
AMGN
Amgen Inc

Healthcare
4.77K
+ 37.29%
$258.59 - $327.36 $1.23M - $1.56M
17.6K $5.47M
V
Visa Inc.

Financial Services
3.5K
+ 15.45%
$306.92 - $362.71 $1.07M - $1.27M
26.2K $9.16M
RSP
Invesco S&P 500 Equal Weight E

ETFs
11.7K
+ 68.45%
$169.43 - $182.84 $1.98M - $2.14M
28.8K $4.98M
KLAC
Kla Corp

Technology
2.48K
+ 42.01%
$636.62 - $777.63 $1.58M - $1.93M
8.39K $5.7M
WCN
Waste Connections, Inc.

Industrials
7.71K
+ 46.52%
$169.89 - $195.19 $1.31M - $1.5M
24.3K $4.74M
VXF
Vanguard Extended Market ETF

ETFs
11.2K
+ 297.54%
$170.36 - $201.04 $1.91M - $2.26M
15K $2.59M
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
36K
+ 154.48%
$43.6 - $49.84 $1.57M - $1.79M
59.3K $2.82M
HEFA
Ishares Currency Hedged Msci E

ETFs
46.5K
+ 90.24%
$34.83 - $37.52 $1.62M - $1.74M
98K $3.56M
TIP
Ishares Tr Tips Bd ETF

ETFs
15.5K
+ 409.35%
$106.22 - $111.09 $1.65M - $1.73M
19.3K $2.15M
XLF
Financial Sector Spdr

ETFs
34.2K
+ 285.3%
$47.32 - $52.19 $1.62M - $1.78M
46.2K $2.3M
JNJ
Johnson & Johnson

Healthcare
6.59K
+ 22.72%
$142.06 - $167.7 $936K - $1.1M
35.6K $5.9M
XLE
Energy Sector Spdr

ETFs
16.2K
+ 69.84%
$85.7 - $93.96 $1.39M - $1.52M
39.4K $3.68M
CHD
Church & Dwight CO Inc

Consumer Defensive
13.8K
+ 45.63%
$101.42 - $113.2 $1.4M - $1.57M
44.2K $4.86M
CAT
Caterpillar Inc

Industrials
5.89K
+ 63.78%
$326.75 - $407.63 $1.92M - $2.4M
15.1K $4.99M
ABBV
Abb Vie Inc.

Healthcare
3.97K
+ 17.76%
$169.2 - $216.66 $672K - $861K
26.3K $5.52M
VEU
Vanguard Ftse All World Ex Us

ETFs
21.7K
+ 30.85%
$56.51 - $62.98 $1.23M - $1.37M
92K $5.58M
IVE
Ishares S&P 500 Value ETF

ETFs
8.08K
+ 66.35%
$185.78 - $198.58 $1.5M - $1.6M
20.3K $3.86M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
714
+ 37.48%
$1187.71 - $1432.58 $848K - $1.02M
2.62K $3.75M
CVX
Chevron Corp

Energy
3.76K
+ 10.03%
$146.71 - $167.97 $552K - $632K
41.3K $6.91M
ADP
Automatic Data Processing Inc

Industrials
4.3K
+ 38.05%
$286.85 - $318.64 $1.23M - $1.37M
15.6K $4.77M
SYK
Stryker Corp

Healthcare
3.46K
+ 30.38%
$355.18 - $399.9 $1.23M - $1.38M
14.8K $5.52M
PAYX
Paychex Inc

Industrials
6.66K
+ 24.62%
$136.06 - $154.52 $907K - $1.03M
33.7K $5.2M
CGDV
Capital Group Divid Value ETF

ETFs
37.9K
+ 39.08%
$34.95 - $37.36 $1.32M - $1.41M
135K $4.8M
ROP
Roper Technologies Inc

Industrials
1.6K
+ 25.35%
$502.71 - $593.81 $805K - $951K
7.92K $4.67M
BNDX
Vanguard Total International B

ETFs
28.2K
+ 54.29%
$48.33 - $49.5 $1.36M - $1.4M
80.2K $3.92M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
23.4K
+ 8.43%
$44.72 - $46.25 $1.05M - $1.08M
302K $13.9M
UNP
Union Pacific Corp

Industrials
4.99K
+ 28.5%
$225.21 - $254.42 $1.12M - $1.27M
22.5K $5.31M
PDI
Pimco Dynamic Income Fund

Financial Services
55.9K
+ 43.37%
$18.51 - $20.05 $1.04M - $1.12M
185K $3.66M
GD
General Dynamics Corp

Industrials
4.34K
+ 37.51%
$241.94 - $272.58 $1.05M - $1.18M
15.9K $4.33M
IDXX
Idexx Laboratories Inc

Healthcare
2.91K
+ 38.98%
$406.29 - $469.04 $1.18M - $1.36M
10.4K $4.36M
Activity Summary
Buys All Purchases 462 New Holdings 38 Increased Positions 424 Sells All Sells 213 Reductions 213 Sold out 0 Options Calls 0 Puts 0
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