Pfg Advisors Incresed Positions in Q1 2025

Pfg Advisors

  • $1.73 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
OKE
Oneok Inc

Energy
9
+ 0.14%
$89.57 - $109.85 $806 - $989
6.43K $637K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
3.36K
+ 5.27%
$25.58 - $29.24 $85.8K - $98.1K
67.1K $1.76M
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
1.67K
+ 8.42%
$103.96 - $122.36 $173K - $204K
21.5K $2.29M
NNOX
Nano X Imaging Ltd.

Healthcare
2.58K
+ 25.31%
$5.0 - $9.97 $12.9K - $25.7K
12.8K $63K
FAD
First Tr Multi Cap Growth Alph

ETFs
53
+ 2.83%
$125.55 - $147.66 $6.65K - $7.83K
1.93K $249K
VV
Vanguard Large Cap ETF

ETFs
1
+ 0.12%
$253.32 - $282.66 $253 - $283
804 $206K
ORCL
Oracle Corp

Technology
593
+ 17.1%
$139.81 - $186.47 $82.9K - $111K
4.06K $567K
IWR
Ishares Russell Mid Cap ETF

ETFs
44
+ 1.01%
$82.81 - $92.93 $3.64K - $4.09K
4.42K $376K
QDPL
Pacer Fds Tr Metaurus Us Large
36
+ 0.61%
$36.5 - $40.04 $1.31K - $1.44K
5.94K $216K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
69
+ 1.84%
$117.4 - $131.02 $8.1K - $9.04K
3.82K $457K
TT
Trane Technologies PLC

Industrials
20
+ 3.41%
$332.0 - $400.86 $6.64K - $8.02K
607 $204K
BA
Boeing CO

Industrials
93
+ 2.08%
$148.15 - $186.25 $13.8K - $17.3K
4.56K $777K
BAC
Bank Of America Corp

Financial Services
888
+ 3.77%
$39.61 - $47.74 $35.2K - $42.4K
24.4K $1.02M
CSB
Victory Portf Ii Shs Us Small

ETFs
139
+ 1.14%
$55.62 - $62.03 $7.73K - $8.62K
12.3K $707K
PEXL
Pacer Fds Tr Us Export Leaders

ETFs
11
+ 0.17%
$45.41 - $51.56 $500 - $567
6.45K $294K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
26
+ 1.45%
$121.0 - $142.28 $3.15K - $3.7K
1.83K $227K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
280
+ 5.98%
$147.38 - $176.39 $41.3K - $49.4K
4.96K $752K
SCHX
Schwab Strategic Tr Us Large C

ETFs
10.5K
+ 4.49%
$21.75 - $24.28 $228K - $254K
244K $5.39M
BLDR
Builders First Source, Inc.

Industrials
336
+ 8.72%
$122.8 - $173.51 $41.3K - $58.3K
4.19K $523K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.29K
+ 8.31%
$126.86 - $146.45 $164K - $189K
16.8K $2.14M
PANW
Palo Alto Networks Inc

Technology
183
+ 3.38%
$167.82 - $208.28 $30.7K - $38.1K
5.6K $956K
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
140
+ 0.32%
$37.87 - $39.86 $5.3K - $5.58K
43.8K $1.67M
VO
Vanguard Mid Cap ETF

ETFs
100
+ 0.94%
$251.87 - $277.95 $25.2K - $27.8K
10.8K $2.78M
IXN
Ishares Global Information Tec

ETFs
184
+ 3.51%
$75.73 - $88.4 $13.9K - $16.3K
5.43K $410K
IWY
Ishares Tr Russell 200 Growth

ETFs
3
+ 0.21%
$210.19 - $243.33 $631 - $730
1.44K $303K
FDIS
Fidelity Covington Tr Msci Con

ETFs
34
+ 1.15%
$82.77 - $101.84 $2.81K - $3.46K
3K $253K
SPYG
Spdr Portfolio

ETFs
842
+ 6.04%
$80.05 - $92.39 $67.4K - $77.8K
14.8K $1.19M
AMZN
Amazon Com Inc

Consumer Cyclical
9.73K
+ 15.01%
$190.26 - $242.06 $1.85M - $2.35M
74.5K $14.2M
LZB
La Z Boy Inc

Consumer Cyclical
298
+ 2.59%
$38.0 - $48.02 $11.3K - $14.3K
11.8K $461K
IWM
Ishares Russell 2000 ETF

ETFs
2.18K
+ 9.86%
$198.1 - $229.79 $432K - $501K
24.3K $4.85M
ET
Energy Transfer LP

Energy
840
+ 1.44%
$17.26 - $21.08 $14.5K - $17.7K
59K $1.1M
APO
Apollo Global Management, Inc.

Financial Services
132
+ 6.26%
$126.01 - $172.06 $16.6K - $22.7K
2.24K $306K
URI
United Rentals, Inc.

Industrials
36
+ 4.25%
$594.17 - $789.56 $21.4K - $28.4K
883 $553K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
182
+ 0.95%
$70.83 - $76.62 $12.9K - $13.9K
19.3K $1.37M
BLND
Blend Labs, Inc.

Technology
2.98K
+ 4.4%
$2.96 - $4.05 $8.82K - $12.1K
70.7K $236K
FIX
Comfort Systems Usa Inc

Industrials
45
+ 7.22%
$313.26 - $550.27 $14.1K - $24.8K
668 $215K
HPQ
Hp Inc

Technology
103
+ 0.97%
$27.69 - $34.72 $2.85K - $3.58K
10.7K $296K
BX
Blackstone Inc.

Financial Services
83
+ 4.26%
$136.53 - $186.74 $11.3K - $15.5K
2.03K $283K
GLRY
Northern Lts Fd Tr Iv Inspire

ETFs
1.91K
+ 3.5%
$28.08 - $32.97 $53.6K - $62.9K
56.4K $1.63M
KKR
Kkr & Co. Inc.

Financial Services
90
+ 4.54%
$108.17 - $167.07 $9.74K - $15K
2.07K $239K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
145
+ 2.0%
$110.9 - $132.93 $16.1K - $19.3K
7.41K $842K
SYF
Synchrony Financial

Financial Services
56
+ 1.13%
$51.9 - $70.63 $2.91K - $3.96K
4.99K $264K
XLK
Technology Sector Spdr

ETFs
2.93K
+ 11.41%
$206.38 - $242.18 $605K - $710K
28.6K $5.91M
XSMO
Invesco S&P Smallcap Momentum

ETFs
383
+ 1.42%
$59.97 - $70.03 $23K - $26.8K
27.3K $1.72M
IVW
Ishares S&P 500 Growth ETF

ETFs
4.56K
+ 8.0%
$92.45 - $106.69 $422K - $487K
61.6K $5.72M
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.39K
+ 4.38%
$23.16 - $27.04 $55.3K - $64.5K
56.9K $1.33M
VBK
Vanguard Small Cap Growth ETF

ETFs
122
+ 3.08%
$247.97 - $296.33 $30.3K - $36.2K
4.08K $1.03M
DIS
Walt Disney CO

Communication Services
8
+ 0.11%
$96.87 - $114.0 $775 - $912
7.02K $692K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
7.11K
+ 3.48%
$32.42 - $36.13 $231K - $257K
211K $6.97M
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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