Pfg Advisors Portfolio Holdings
Pfg Advisors
- $3 Billion
- Q2 2025
Pfg Advisors has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3 Billion distributed in 623 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard S&P 500 Growth ETF with a value of $694M, Vanguard Index Fds S&P 500 ETF with a value of $385M, Schwab Charles Corp with a value of $182M, Ishares Gold Trust with a value of $89.3M, and Factset Research Systems Inc with a value of $85.9M.
Examining the 13F form we can see an increase of $1.27B in the current position value, from $1.73B to 3B.
Below you can find more details about Pfg Advisors portfolio as well as his latest detailed transactions.
Portfolio value
$3 Billion
ETFs: $2.04 Billion
Financial Services: $369 Million
Technology: $201 Million
Industrials: $124 Million
Healthcare: $80.1 Million
Consumer Cyclical: $58.4 Million
Consumer Defensive: $47.8 Million
Communication Services: $31.1 Million
Other: $41.6 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 623
- Current Value $3 Billion
- Prior Value $1.73 Billion
- Filing
- Period Q2 2025
- Filing Date August 07, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 96 stocks
- Additional Purchases 379 stocks
- Sold out of 0 stocks
- Reduced holdings in 134 stocks