Pfg Advisors Portfolio Holdings
Pfg Advisors
- $1.45 Billion
- Q2 2024
Pfg Advisors has filed its 13F form on August 07, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.45 Billion distributed in 666 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $39.2M, Invesco Qqq Trust, Series 1 with a value of $38.7M, Vanguard Growth ETF with a value of $35.7M, Microsoft Corp with a value of $35M, and Pacer Fds Tr Us Cash Cows 100 with a value of $28.3M.
Examining the 13F form we can see an increase of $104M in the current position value, from $1.35B to 1.45B.
Below you can find more details about Pfg Advisors portfolio as well as his latest detailed transactions.
Portfolio value
$1.45 Billion
ETFs: $974 Million
Technology: $162 Million
Industrials: $71.2 Million
Financial Services: $68.3 Million
Healthcare: $54.4 Million
Consumer Defensive: $31.7 Million
Consumer Cyclical: $28.7 Million
Communication Services: $22.6 Million
Other: $35 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 666
- Current Value $1.45 Billion
- Prior Value $1.35 Billion
- Filing
- Period Q2 2024
- Filing Date August 07, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 62 stocks
- Additional Purchases 363 stocks
- Sold out of 0 stocks
- Reduced holdings in 220 stocks