Pfg Advisors Reduced Holdings in Q4 2024

Pfg Advisors

  • $1.59 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ONEV
Spdr Russell 1000 Low Volatili

ETFs
-412
- 5.03%
$125.4 - $135.42 $51.7K - $55.8K
7.79K $977K
IEMG
Ishares Inc

ETFs
-1.55K
- 10.79%
N/A
12.8K $685K
EPD
Enterprise Products Partners L.P.

Energy
-3.78K
- 24.0%
$28.66 - $34.43 $108K - $130K
12K $375K
AEP
American Electric Power CO Inc

Utilities
-360
- 7.78%
$90.91 - $102.21 $32.7K - $36.8K
4.27K $393K
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
-3.41K
- 23.97%
$26.53 - $28.09 $90.4K - $95.7K
10.8K $297K
PTH
Invesco Exchange Traded Fd Tr

ETFs
-311
- 2.93%
$40.04 - $48.12 $12.5K - $15K
10.3K $413K
IYH
Ishares Tr

ETFs
-701
- 11.71%
$57.53 - $65.24 $40.3K - $45.7K
5.29K $308K
IBB
Ishares Biotechnology ETF

ETFs
-145
- 3.19%
$131.21 - $148.85 $19K - $21.6K
4.4K $581K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-1.29K
- 21.13%
$51.33 - $53.74 $66.1K - $69.2K
4.81K $247K
CACI
Caci International Inc

Technology
-182
- 6.49%
N/A
2.62K $1.12M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-1.73K
- 15.19%
$55.73 - $66.16 $96.2K - $114K
9.63K $580K
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
-456
- 0.44%
$10.67 - $11.89 $4.87K - $5.42K
104K $1.14M
PFE
Pfizer Inc

Healthcare
-682
- 3.04%
$24.8 - $30.19 $16.9K - $20.6K
21.8K $577K
NEAR
Blackrock Short Maturity Bond

ETFs
-1.07K
- 4.75%
$50.28 - $51.08 $53.5K - $54.4K
21.4K $1.08M
EMB
Ishares Tr

ETFs
-650
- 21.92%
$88.94 - $93.46 $57.8K - $60.7K
2.32K $206K
PFF
Ishares Trust Ishares Pfd And

ETFs
-416
- 1.29%
$31.23 - $33.51 $13K - $13.9K
31.7K $998K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-719
- 6.85%
$91.29 - $91.8 $65.6K - $66K
9.77K $893K
CDC
Victory Portfolios Ii Shs Inco

ETFs
-154
- 0.63%
$61.65 - $67.55 $9.49K - $10.4K
24.2K $1.51M
EEM
Ishares Msci Emerging Markets

ETFs
-263
- 1.99%
$41.82 - $47.36 $11K - $12.5K
13K $542K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-321
- 7.38%
$99.2 - $108.47 $31.8K - $34.8K
4.03K $401K
VGLT
Vanguard Long Term Treasury Et

ETFs
-526
- 9.88%
$55.1 - $61.74 $29K - $32.5K
4.8K $265K
SYK
Stryker Corp

Healthcare
-131
- 1.14%
$345.14 - $392.15 $45.2K - $51.4K
11.4K $4.1M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-396
- 7.88%
$70.1 - $76.53 $27.8K - $30.3K
4.63K $327K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-742
- 7.23%
$38.37 - $42.82 $28.5K - $31.8K
9.52K $365K
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
-574
- 4.98%
$86.6 - $95.01 $49.7K - $54.5K
11K $971K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-3.7K
- 17.62%
$11.1 - $12.03 $41.1K - $44.5K
17.3K $195K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-518
- 4.59%
$86.65 - $94.9 $44.9K - $49.2K
10.8K $936K
PSLV
Sprott Physical Silver Trust

Financial Services
-1.59K
- 3.35%
$9.65 - $11.76 $15.3K - $18.7K
45.8K $441K
FDS
Factset Research Systems Inc

Financial Services
-252
- 7.66%
$449.69 - $495.72 $113K - $125K
3.04K $1.46M
ILCB
Ishares Morningstar U.S. Equit

ETFs
-844
- 9.75%
$78.43 - $84.56 $66.2K - $71.4K
7.81K $633K
SHV
Ishares Tr

ETFs
-436
- 13.31%
$109.92 - $110.57 $47.9K - $48.2K
2.84K $312K
BDX
Becton Dickinson & CO

Healthcare
-129
- 8.92%
$220.02 - $243.75 $28.4K - $31.4K
1.32K $298K
ITA
Ishares Tr

ETFs
-105
- 1.32%
$144.31 - $157.31 $15.2K - $16.5K
7.83K $1.14M
VNQ
Vanguard Specialized Funds Van

ETFs
-287
- 9.81%
$87.85 - $98.6 $25.2K - $28.3K
2.64K $235K
CORP
Pimco Investment Grade Corp Bd

ETFs
-20
- 0.18%
$95.1 - $99.41 $1.9K - $1.99K
11K $1.05M
WM
Waste Management Inc

Industrials
-192
- 10.06%
$201.79 - $228.46 $38.7K - $43.9K
1.72K $346K
PM
Philip Morris International Inc.

Consumer Defensive
-362
- 10.81%
$118.38 - $133.06 $42.9K - $48.2K
2.99K $359K
HPQ
Hp Inc

Technology
-292
- 2.68%
$32.46 - $39.3 $9.48K - $11.5K
10.6K $346K
SHEL
Shell PLC

Energy
-519
- 13.04%
$60.63 - $70.23 $31.5K - $36.4K
3.46K $217K
EOG
Eog Resources Inc

Energy
-330
- 2.64%
$118.22 - $136.54 $39K - $45.1K
12.2K $1.49M
JPIB
Jpmorgan International Bond Op

ETFs
-702
- 9.08%
$47.26 - $48.47 $33.2K - $34K
7.03K $332K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-389
- 4.12%
$81.68 - $82.93 $31.8K - $32.3K
9.05K $741K
PJUL
Innovator U.S. Equity Power Bu

ETFs
-1.19K
- 10.19%
$40.12 - $41.68 $47.6K - $49.4K
10.5K $430K
FAB
First Tr Multi Cap Value Alpha

ETFs
-130
- 0.86%
$81.02 - $90.16 $10.5K - $11.7K
14.9K $1.23M
IWN
Ishares Russell2000 Val ETF

ETFs
-219
- 14.61%
$162.69 - $181.35 $35.6K - $39.7K
1.28K $210K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-206
- 4.86%
$67.29 - $73.38 $13.9K - $15.1K
4.03K $273K
DFSD
Dimensional ETF Tr Short Durat

ETFs
-156
- 0.45%
$46.75 - $47.8 $7.29K - $7.46K
34.8K $1.63M
OHI
Omega Healthcare Investors Inc

Real Estate
-356
- 4.76%
$37.51 - $42.56 $13.4K - $15.2K
7.13K $269K
ABT
Abbott Laboratories

Healthcare
-211
- 1.89%
$111.93 - $119.39 $23.6K - $25.2K
11K $1.24M
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
Track This Portfolio

Track Pfg Advisors Portfolio

Follow Pfg Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pfg Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Pfg Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email