Pfg Advisors Reduced Holdings in Q4 2024

Pfg Advisors

  • $1.59 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.19K
- 12.88%
$113.92 - $127.38 $250K - $279K
14.8K $1.71M
VV
Vanguard Large Cap ETF

ETFs
-1.07K
- 57.15%
$260.27 - $280.65 $279K - $301K
803 $216K
SHYL
Dbx ETF Tr Deutsche X Trackers

ETFs
-5.78K
- 26.78%
$44.57 - $45.47 $257K - $263K
15.8K $706K
VHT
Vanguard Health Care ETF

ETFs
-395
- 6.44%
$250.81 - $283.3 $99.1K - $112K
5.74K $1.46M
NEE
Nextera Energy Inc

Utilities
-1.3K
- 9.54%
$69.77 - $85.43 $90.8K - $111K
12.4K $885K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.55K
- 1.36%
$126.68 - $134.74 $196K - $209K
112K $14.3M
ITW
Illinois Tool Works Inc

Industrials
-793
- 12.33%
$253.56 - $278.5 $201K - $221K
5.64K $1.43M
LOW
Lowes Companies Inc

Consumer Cyclical
-816
- 36.76%
$244.52 - $284.07 $200K - $232K
1.4K $346K
ZTS
Zoetis Inc.

Healthcare
-3
- 0.04%
$162.24 - $194.42 $487 - $583
7.47K $1.22M
SPGI
S&P Global Inc.

Financial Services
-186
- 2.35%
$480.36 - $529.17 $89.3K - $98.4K
7.74K $3.86M
URI
United Rentals, Inc.

Industrials
-172
- 16.88%
$704.44 - $880.32 $121K - $151K
847 $596K
ALTL
Pacer Lunt Large Cap Altenator

Technology
-5.3K
- 17.67%
$37.07 - $39.88 $196K - $211K
24.7K $917K
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
-6.38K
- 12.75%
$37.97 - $38.95 $242K - $249K
43.7K $1.7M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-909
- 4.63%
$108.6 - $115.42 $98.7K - $105K
18.7K $2.04M
EPR
Epr Properties

Real Estate
-300
- 0.76%
$43.17 - $49.39 $13K - $14.8K
39K $1.73M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-3.16K
- 3.84%
$61.68 - $67.87 $195K - $214K
79K $4.92M
SPY
Spdr S&P 500 ETF Trust

ETFs
-878
- 3.24%
$567.81 - $607.81 $499K - $534K
26.2K $15.4M
T
At&T Inc.

Communication Services
-9.18K
- 23.52%
$21.22 - $23.88 $195K - $219K
29.9K $679K
MUB
Ishares National Muni Bond ETF

ETFs
-1.36K
- 9.44%
$105.78 - $108.7 $144K - $148K
13.1K $1.39M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-361
- 4.54%
$209.89 - $233.24 $75.8K - $84.2K
7.6K $1.61M
KO
Coca Cola CO

Consumer Defensive
-694
- 5.65%
$61.74 - $71.71 $42.8K - $49.8K
11.6K $721K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-3.15K
- 11.33%
$55.86 - $60.21 $176K - $190K
24.7K $1.41M
GE
General Electric CO

Industrials
-166
- 2.75%
$159.95 - $194.23 $26.6K - $32.2K
5.86K $977K
DFAT
Dimensional ETF Tr U S Target

ETFs
-2.82K
- 37.19%
$54.54 - $61.04 $154K - $172K
4.77K $265K
INTC
Intel Corp

Technology
-2.91K
- 10.35%
$19.07 - $26.23 $55.5K - $76.3K
25.2K $505K
NJUL
Innovator Growth 100 Power Buf

Technology
-2.84K
- 20.63%
$60.22 - $63.94 $171K - $182K
10.9K $686K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-447
- 4.26%
$99.04 - $109.59 $44.3K - $49K
10K $999K
CEG
Constellation Energy Corp

Utilities
-2
- 0.05%
$224.28 - $285.52 $449 - $571
4.08K $917K
FVAL
Fidelity Covington Tr Value Fa

ETFs
-2.99K
- 6.25%
$60.19 - $64.39 $180K - $192K
44.8K $2.75M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-2.24K
- 11.61%
$34.13 - $37.35 $76.5K - $83.7K
17.1K $582K
XLP
Consumer Staples Sector Spdr

ETFs
-1.86K
- 13.12%
N/A
12.3K $937K
GAIN
Gladstone Investment Corporation\De

Financial Services
-1K
- 0.98%
$12.92 - $14.81 $12.9K - $14.8K
101K $1.34M
EUSA
Ishares Msci Usa Equal Weighte

ETFs
-1.34K
- 14.11%
$94.66 - $102.14 $127K - $137K
8.15K $777K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-4.26K
- 6.3%
$22.39 - $23.45 $95.3K - $99.8K
63.3K $1.46M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-1.8K
- 2.35%
$40.26 - $42.88 $72.5K - $77.3K
74.8K $3.03M
VZ
Verizon Communications Inc

Communication Services
-809
- 4.24%
$39.6 - $45.21 $32K - $36.6K
18.3K $730K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-961
- 14.88%
$75.1 - $82.99 $72.2K - $79.8K
5.5K $415K
TT
Trane Technologies PLC

Industrials
-290
- 33.07%
$369.35 - $419.14 $107K - $122K
587 $216K
TIP
Ishares Tr Tips Bd ETF

ETFs
-984
- 20.59%
$106.33 - $110.69 $105K - $109K
3.8K $404K
CMCSA
Comcast Corp

Communication Services
-1.15K
- 6.35%
$37.39 - $45.14 $43K - $52K
17K $637K
NKE
Nike, Inc.

Consumer Cyclical
-699
- 14.22%
$73.36 - $89.13 $51.3K - $62.3K
4.22K $319K
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
-5.07K
- 33.46%
$19.99 - $20.7 $101K - $105K
10.1K $201K
VBR
Vanguard Small Cap Value ETF

ETFs
-220
- 1.03%
$197.36 - $217.3 $43.4K - $47.8K
21.2K $4.2M
VPU
Vanguard Utilities ETF

ETFs
-266
- 5.1%
$160.52 - $179.11 $42.7K - $47.6K
4.95K $809K
SBUX
Starbucks Corp

Consumer Cyclical
-837
- 23.7%
$87.44 - $102.5 $73.2K - $85.8K
2.7K $245K
PSX
Phillips 66

Energy
-423
- 15.11%
$110.35 - $138.93 $46.7K - $58.8K
2.38K $270K
XLE
Energy Sector Spdr

ETFs
-515
- 2.17%
$83.32 - $97.27 $42.9K - $50.1K
23.2K $1.99M
ETN
Eaton Corp PLC

Industrials
-299
- 3.94%
$326.96 - $377.52 $97.8K - $113K
7.29K $2.42M
PSA
Public Storage

Real Estate
-15
- 1.08%
$289.33 - $360.21 $4.34K - $5.4K
1.37K $409K
Activity Summary
Buys All Purchases 386 New Holdings 54 Increased Positions 332 Sells All Sells 283 Reductions 283 Sold out 0 Options Calls 0 Puts 0
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