Pfg Advisors Portfolio Holdings
Pfg Advisors
- $1.73 Billion
- Q1 2025
Pfg Advisors has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.73 Billion distributed in 695 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $42.7M, Invesco Qqq Trust, Series 1 with a value of $38.3M, Vanguard Growth ETF with a value of $38M, Microsoft Corp with a value of $34.4M, and Vanguard Total Stock Market Et with a value of $33.6M.
Examining the 13F form we can see an increase of $143M in the current position value, from $1.59B to 1.73B.
Below you can find more details about Pfg Advisors portfolio as well as his latest detailed transactions.
Portfolio value
$1.73 Billion
ETFs: $1.17 Billion
Technology: $167 Million
Industrials: $95 Million
Financial Services: $94.1 Million
Healthcare: $57.2 Million
Consumer Defensive: $42.6 Million
Consumer Cyclical: $34.6 Million
Communication Services: $23.3 Million
Other: $36.6 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 695
- Current Value $1.73 Billion
- Prior Value $1.59 Billion
- Filing
- Period Q1 2025
- Filing Date May 05, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 38 stocks
- Additional Purchases 424 stocks
- Sold out of 0 stocks
- Reduced holdings in 213 stocks