Pfg Advisors Incresed Positions in Q1 2025

Pfg Advisors

  • $1.73 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FDVV
Fidelity High Dividend ETF

ETFs
25K
+ 132.52%
$48.86 - $52.28 $1.22M - $1.3M
43.8K $2.17M
DHR
Danaher Corp

Healthcare
8.54K
+ 40.33%
$201.62 - $250.59 $1.72M - $2.14M
29.7K $6.09M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
4K
+ 52.72%
$208.48 - $244.03 $835K - $977K
11.6K $2.83M
HEI
Heico Corp

Industrials
3.37K
+ 37.59%
$219.6 - $270.85 $740K - $912K
12.3K $3.29M
JEPI
J P Morgan Exchange Traded Fd

ETFs
22K
+ 8.78%
$56.17 - $59.71 $1.24M - $1.32M
273K $15.6M
UNH
Unitedhealth Group Inc

Healthcare
1.88K
+ 19.86%
$461.52 - $548.18 $866K - $1.03M
11.3K $5.93M
ANSS
Ansys Inc

Technology
4.38K
+ 38.33%
$316.56 - $360.36 $1.39M - $1.58M
15.8K $5.01M
SPGI
S&P Global Inc.

Financial Services
2.1K
+ 27.12%
$478.26 - $543.77 $1M - $1.14M
9.84K $5M
SHW
Sherwin Williams CO

Basic Materials
3.1K
+ 54.54%
$330.16 - $365.55 $1.02M - $1.13M
8.79K $3.07M
AME
Ametek Inc

Industrials
7.46K
+ 40.38%
$170.39 - $190.43 $1.27M - $1.42M
25.9K $4.46M
SJNK
Spdr Bloomberg Short Term High

ETFs
42.8K
+ 33.22%
$25.08 - $25.64 $1.07M - $1.1M
172K $4.32M
VCR
Vanguard Consumer Discretionar

ETFs
4.84K
+ 46.99%
$318.51 - $391.75 $1.54M - $1.9M
15.1K $4.93M
VCIT
Vanguard Intermediate Term Cor

ETFs
10.1K
+ 7.24%
$79.17 - $82.04 $801K - $830K
150K $12.3M
XLV
Select Sector Spdr Fund Health

ETFs
4.9K
+ 16.65%
$137.61 - $149.68 $674K - $733K
34.3K $5.01M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
13.2K
+ 4.69%
$42.5 - $46.71 $560K - $616K
294K $13.3M
FLRN
Spdr Bloomberg Investment Grad

ETFs
30.3K
+ 59.11%
$30.71 - $30.87 $929K - $934K
81.5K $2.51M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
17.4K
+ 2.5%
$27.01 - $28.54 $470K - $497K
712K $19.9M
JPIE
J P Morgan Exchange Traded Fd
19.4K
+ 225.56%
$45.46 - $46.18 $880K - $894K
27.9K $1.29M
XOM
Exxon Mobil Corp

Energy
4.56K
+ 15.19%
$105.44 - $118.93 $480K - $542K
34.6K $4.11M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
16.6K
+ 89.58%
$48.43 - $49.9 $804K - $829K
35.1K $1.75M
NOC
Northrop Grumman Corp

Industrials
1.31K
+ 32.65%
$433.45 - $513.82 $569K - $674K
5.33K $2.73M
RTX
Raytheon Technologies Corp

Industrials
4.18K
+ 24.49%
$114.1 - $135.66 $477K - $568K
21.3K $2.82M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
32.7K
+ 13.75%
$24.5 - $24.95 $802K - $817K
271K $6.7M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
10.4K
+ 215.44%
$76.77 - $82.22 $796K - $852K
15.2K $1.2M
GOOG
Alphabet Inc.

Communication Services
15.3K
+ 33.22%
$156.06 - $207.71 $2.39M - $3.18M
61.5K $9.6M
PNQI
Invesco Nasdaq Internet ETF

ETFs
21.7K
+ 39.28%
$43.72 - $51.15 $947K - $1.11M
76.8K $3.39M
APH
Amphenol Corp

Technology
14.7K
+ 36.66%
$61.62 - $78.55 $906K - $1.15M
54.8K $3.59M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
8.65K
+ 28.29%
$78.97 - $85.82 $683K - $743K
39.2K $3.26M
ACN
Accenture PLC

Technology
4.66K
+ 28.49%
$300.91 - $398.25 $1.4M - $1.86M
21K $6.55M
SPTL
Spdr Portfolio Long Term Treas

ETFs
16.1K
+ 4.77%
$25.54 - $27.64 $412K - $446K
354K $9.65M
ITW
Illinois Tool Works Inc

Industrials
3.27K
+ 58.01%
$244.9 - $274.48 $801K - $898K
8.91K $2.21M
MPWR
Monolithic Power Systems Inc

Technology
1.39K
+ 40.23%
$565.7 - $720.25 $785K - $999K
4.84K $2.8M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
7.89K
+ 7.76%
$66.9 - $71.57 $528K - $565K
110K $7.72M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
17.8K
+ 48.46%
$51.45 - $58.51 $918K - $1.04M
54.7K $2.83M
ISRG
Intuitive Surgical Inc

Healthcare
1.83K
+ 31.4%
$476.63 - $610.45 $874K - $1.12M
7.67K $3.8M
BWXT
Bwx Technologies, Inc.

Industrials
9.63K
+ 55.0%
$96.59 - $128.46 $930K - $1.24M
27.1K $2.68M
HD
Home Depot, Inc.

Consumer Cyclical
2.85K
+ 19.33%
$347.25 - $424.87 $989K - $1.21M
17.6K $6.44M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
7K
+ 58.41%
$100.34 - $100.68 $702K - $705K
19K $1.91M
TDG
Trans Digm Group Inc

Industrials
436
+ 57.82%
$1251.32 - $1394.11 $546K - $608K
1.19K $1.65M
GTO
Invesco Actively Managed ETF T

ETFs
13K
+ 8.77%
$45.9 - $47.37 $596K - $616K
161K $7.56M
HON
Honeywell International Inc

Industrials
4.18K
+ 29.87%
$202.75 - $226.52 $847K - $947K
18.2K $3.85M
INTU
Intuit Inc

Technology
1.18K
+ 38.77%
$555.63 - $630.23 $655K - $743K
4.22K $2.59M
ADI
Analog Devices Inc

Technology
4.03K
+ 32.28%
$201.56 - $243.82 $813K - $983K
16.5K $3.33M
CB
Chubb LTD

Financial Services
1.77K
+ 42.14%
$257.71 - $301.99 $455K - $534K
5.96K $1.8M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
12.4K
+ 26.35%
$50.87 - $51.09 $630K - $633K
59.4K $3.03M
TRV
Travelers Companies, Inc.

Financial Services
2.22K
+ 108.78%
$232.43 - $265.13 $515K - $588K
4.26K $1.13M
XLC
Select Sector Spdr Tr Communic

ETFs
6.93K
+ 7.09%
$94.84 - $105.31 $657K - $729K
105K $10.1M
SNPS
Synopsys Inc

Technology
2.23K
+ 39.01%
$428.58 - $551.54 $954K - $1.23M
7.94K $3.4M
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
21.6K
+ 67.26%
$29.02 - $34.76 $626K - $749K
53.6K $1.63M
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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