Pfg Advisors Portfolio Holdings
Pfg Advisors
- $1.55 Billion
- Q3 2024
Pfg Advisors has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.55 Billion distributed in 691 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $41.8M, Invesco Qqq Trust, Series 1 with a value of $40.9M, Vanguard Growth ETF with a value of $35.7M, Microsoft Corp with a value of $32.8M, and Vanguard Total Stock Market Et with a value of $25.7M.
Examining the 13F form we can see an increase of $97.3M in the current position value, from $1.45B to 1.55B.
Below you can find more details about Pfg Advisors portfolio as well as his latest detailed transactions.
Portfolio value
$1.55 Billion
ETFs: $1.06 Billion
Technology: $158 Million
Financial Services: $73.5 Million
Industrials: $72.9 Million
Healthcare: $53.7 Million
Consumer Defensive: $34.3 Million
Consumer Cyclical: $30.1 Million
Communication Services: $21.6 Million
Other: $35.9 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 691
- Current Value $1.55 Billion
- Prior Value $1.45 Billion
- Filing
- Period Q3 2024
- Filing Date October 15, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 59 stocks
- Additional Purchases 315 stocks
- Sold out of 0 stocks
- Reduced holdings in 290 stocks