Pfg Investments, LLC Purchases in Q1 2025

Pfg Investments, LLC

  • $1.56 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TTD
Trade Desk, Inc.

Technology
6.51K
+ 233.81%
$53.59 - $126.58 $349K - $824K
9.29K $508M
Genedx Holdings Corp
1.6K
+ 48.87%
N/A
4.87K $432M
FINW
Finwise Bancorp

Financial Services
10.3K
New
$15.33 - $20.63 $157K - $211K
10.3K $179M
BITO
Proshares Tr Bitcoin Strategy

ETFs
16.2K
+ 60.42%
$17.57 - $25.81 $285K - $419K
43.1K $789M
VFC
V F Corp

Consumer Cyclical
10.9K
New
$15.52 - $26.93 $170K - $294K
10.9K $170M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
11.1K
+ 47.7%
$13.05 - $13.97 $145K - $155K
34.4K $469M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.21K
+ 43.39%
$168.84 - $202.89 $205K - $246K
4.01K $705M
XLP
Consumer Staples Sector Spdr

ETFs
1.43K
+ 9.9%
N/A
15.9K $1.3B
STZ
Constellation Brands, Inc.

Consumer Defensive
1.1K
+ 94.27%
$161.05 - $222.93 $178K - $246K
2.27K $417M
M
Macy'S, Inc.

Consumer Cyclical
12.4K
New
$12.56 - $16.82 $156K - $208K
12.4K $156M
Comstock Inc
63.4K
New
N/A
63.4K $155M
AMCR
Amcor PLC

Consumer Cyclical
15.8K
New
$9.33 - $10.39 $148K - $164K
15.8K $153M
DOW
Dow Inc.

Basic Materials
7.89K
+ 33.53%
$34.36 - $41.92 $271K - $331K
31.4K $1.1B
Northern Lts Fd Tr Iv
821
+ 40.07%
N/A
2.87K $590M
XLI
Industrial Sector Spdr

ETFs
1.17K
+ 30.3%
$128.78 - $141.67 $150K - $165K
5.02K $658M
DSL
Double Line Income Solutions Fund

Financial Services
11.7K
New
$12.53 - $12.88 $147K - $151K
11.7K $148M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
316
+ 15.48%
$208.48 - $244.03 $65.9K - $77.1K
2.36K $575M
VLO
Valero Energy Corp

Energy
166
+ 1.36%
$121.76 - $142.99 $20.2K - $23.7K
12.4K $1.64B
COP
Conocophillips

Energy
418
+ 2.64%
$88.6 - $105.85 $37K - $44.2K
16.2K $1.7B
EXC
Exelon Corp

Utilities
532
+ 4.05%
$37.3 - $46.08 $19.8K - $24.5K
13.7K $631M
MELI
Mercadolibre Inc

Consumer Cyclical
29
+ 9.35%
$1739.0 - $2260.0 $50.4K - $65.5K
339 $661M
ITA
Ishares Tr

ETFs
539
+ 8.1%
$144.84 - $159.5 $78.1K - $86K
7.19K $1.1B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
2.69K
+ 32.38%
$53.6 - $58.97 $144K - $159K
11K $603M
ES
Eversource Energy

Utilities
622
+ 3.47%
$55.63 - $63.8 $34.6K - $39.7K
18.6K $1.15B
Virtus Convertible & Inc Fd
10.2K
New
N/A
10.2K $118M
NPCT
Nuveen Core Plus Impact Fund
10.5K
+ 31.81%
$10.44 - $11.13 $110K - $117K
43.6K $466M
PBA
Pembina Pipeline Corp

Energy
2.06K
+ 17.62%
$35.13 - $40.12 $72.3K - $82.5K
13.7K $550M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
2.19K
+ 29.95%
$55.41 - $60.74 $121K - $133K
9.49K $536M
YYY
Amplify ETF Tr High Income ETF

ETFs
10.1K
New
$11.38 - $12.01 $115K - $121K
10.1K $115M
CHTR
Charter Communications, Inc.

Communication Services
170
+ 8.6%
$334.89 - $384.77 $56.9K - $65.4K
2.15K $791M
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
10.4K
+ 18.15%
$10.13 - $10.52 $106K - $110K
68K $699M
Capitol Ser Tr
3.38K
+ 49.34%
N/A
10.2K $372M
VOE
Vanguard Mid Cap Value Index F

ETFs
715
+ 22.29%
$156.61 - $168.02 $112K - $120K
3.92K $630M
CL
Colgate Palmolive CO

Consumer Defensive
235
+ 1.07%
$85.68 - $97.5 $20.1K - $22.9K
22.2K $2.08B
META
Meta Platforms, Inc.

Communication Services
922
+ 1.99%
$576.36 - $736.67 $531K - $679K
47.2K $27.2B
JPIE
J P Morgan Exchange Traded Fd
2.12K
+ 9.23%
$45.46 - $46.18 $96.3K - $97.8K
25.1K $1.15B
HDV
Ishares Core High Dividend ETF

ETFs
21
+ 0.18%
$110.86 - $121.12 $2.33K - $2.54K
11.7K $1.42B
NEM
Newmont Corp

Basic Materials
72
+ 0.79%
$37.79 - $48.39 $2.72K - $3.48K
9.24K $446M
USFR
Wisdomtree Floating Rate Treas

ETFs
2.06K
+ 10.1%
$50.29 - $50.5 $104K - $104K
22.5K $1.13B
SELF
Global Self Storage, Inc.

Real Estate
20.4K
New
$5.0 - $5.28 $102K - $107K
20.4K $103M
TSLL
Direxion Shs ETF Tr Daily Tsla
10.8K
New
N/A
10.8K $102M
IWY
Ishares Tr Russell 200 Growth

ETFs
1.76K
+ 15.8%
$210.19 - $243.33 $371K - $429K
12.9K $2.73B
Arm Holdings PLC
3.76K
+ 20.66%
N/A
22K $2.34B
TIP
Ishares Tr Tips Bd ETF

ETFs
394
+ 3.27%
$106.22 - $111.09 $41.9K - $43.8K
12.5K $1.38B
JLL
Jones Lang Lasalle Inc

Real Estate
413
+ 36.16%
$238.0 - $284.76 $98.3K - $118K
1.56K $385M
Asp Isotopes Inc
20K
New
N/A
20K $93.8M
ILF
Ishares Latin America 40 ETF

ETFs
2.63K
+ 23.96%
$20.87 - $24.43 $55K - $64.3K
13.6K $321M
RCKT
Rocket Pharmaceuticals, Inc.

Healthcare
13.4K
New
$6.67 - $12.72 $89.4K - $170K
13.4K $89.4M
ELV
Elevance Health, Inc.

Healthcare
1
+ 0.07%
$365.9 - $436.25 $366 - $436
1.34K $582M
Activity Summary
Buys All Purchases 512 New Holdings 86 Increased Positions 426 Sells All Sells 444 Reductions 444 Sold out 0 Options Calls 0 Puts 0
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