Pfg Investments, LLC Purchases in Q2 2025

Pfg Investments, LLC

  • $1.71 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ABT
Abbott Laboratories

Healthcare
297
+ 2.03%
$123.95 - $138.08 $36.8K - $41K
14.9K $2.03B
NCA
Nuveen California Municipal Value Fund

Financial Services
10K
New
$8.24 - $8.73 $82.7K - $87.6K
10K $87.1M
TPR
Tapestry, Inc.

Consumer Cyclical
411
+ 14.13%
$60.6 - $87.81 $24.9K - $36.1K
3.32K $292M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
874
+ 9.21%
$50.39 - $60.05 $44K - $52.5K
10.4K $622M
STRV
Ea Ser Tr Strive 500 ETF
980
+ 8.32%
N/A
12.8K $511M
ERIC
Ericsson Lm Telephone CO

Technology
10.1K
New
$6.77 - $8.86 $68.2K - $89.3K
10.1K $85.5M
Thomson Reuters Corp
57
+ 2.19%
N/A
2.66K $535M
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
17.2K
+ 9.99%
$9.75 - $10.96 $167K - $188K
189K $1.96B
Tidal Tr Ii
10.4K
New
N/A
10.4K $85.1M
CLX
Clorox CO

Consumer Defensive
1.65K
+ 39.67%
$118.01 - $148.69 $194K - $245K
5.8K $697M
PFE
Pfizer Inc

Healthcare
14K
+ 5.93%
$21.59 - $24.84 $303K - $348K
250K $6.07B
PEG
Public Service Enterprise Group Inc

Utilities
308
+ 1.09%
$77.13 - $84.18 $23.8K - $25.9K
28.7K $2.41B
ACN
Accenture PLC

Technology
381
+ 14.33%
$279.23 - $323.21 $106K - $123K
3.04K $909M
IWP
Ishares Russell Mid Cap Growth

ETFs
156
+ 5.83%
$104.34 - $138.68 $16.3K - $21.6K
2.83K $393M
NTWK
Netsol Technologies Inc

Technology
25K
New
$2.17 - $3.11 $54.3K - $77.8K
25K $77.8M
PHK
Pimco High Income Fund

Financial Services
17.2K
+ 26.48%
$4.43 - $4.88 $76.3K - $84K
82.2K $395M
PINS
Pinterest, Inc.

Communication Services
830
+ 8.69%
$24.21 - $35.95 $20.1K - $29.8K
10.4K $372M
IFV
First Trust Dorsey Wright Inte

ETFs
181
+ 0.75%
$17.98 - $22.92 $3.25K - $4.15K
24.4K $560M
STWD
Starwood Property Trust, Inc.

Real Estate
3.32K
+ 11.95%
$17.28 - $20.41 $57.3K - $67.7K
31.1K $624M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
7.27K
+ 21.12%
$12.21 - $13.9 $88.8K - $101K
41.7K $544M
UGI
Ugi Corp

Utilities
960
+ 8.25%
$30.18 - $36.59 $29K - $35.1K
12.6K $459M
EBS
Emergent Bio Solutions Inc.

Healthcare
11.5K
New
$4.26 - $6.94 $49K - $79.8K
11.5K $73.3M
TJX
Tjx Companies Inc

Consumer Cyclical
313
+ 1.58%
$119.13 - $135.03 $37.3K - $42.3K
20.1K $2.48B
EVX
Vaneck ETF Tr Environmental Se

ETFs
295
+ 1.4%
$31.9 - $38.44 $9.41K - $11.3K
21.3K $816M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
710
+ 3.37%
$85.42 - $94.39 $60.6K - $67K
21.8K $2.05B
IWN
Ishares Russell2000 Val ETF

ETFs
324
+ 10.95%
$131.84 - $157.76 $42.7K - $51.1K
3.28K $518M
SLQT
Select Quote, Inc.

Financial Services
29.8K
New
$2.12 - $3.52 $63.1K - $105K
29.8K $70.8M
UTG
Reaves Utility Income Fund

Financial Services
573
+ 4.18%
$29.08 - $36.18 $16.7K - $20.7K
14.3K $517M
IEF
Ishares Barclays

ETFs
682
+ 10.66%
$93.15 - $96.56 $63.5K - $65.9K
7.08K $678M
Kenvue Inc
5.15K
+ 39.34%
N/A
18.2K $382M
TRV
Travelers Companies, Inc.

Financial Services
213
+ 6.1%
$233.83 - $276.34 $49.8K - $58.9K
3.7K $991M
SAND
Sandstorm Gold LTD

Basic Materials
331
+ 0.95%
$6.82 - $9.53 $2.26K - $3.15K
35.3K $332M
ADP
Automatic Data Processing Inc

Industrials
139
+ 1.66%
$276.76 - $326.81 $38.5K - $45.4K
8.5K $2.62B
VLO
Valero Energy Corp

Energy
278
+ 2.24%
$104.69 - $141.77 $29.1K - $39.4K
12.7K $1.7B
CB
Chubb LTD

Financial Services
311
+ 15.85%
$274.32 - $302.46 $85.3K - $94.1K
2.27K $658M
TBLA
Taboola.Com Ltd.

Communication Services
18K
New
$2.54 - $3.7 $45.7K - $66.6K
18K $65.9M
AVUV
American Centy ETF Tr Avantis

ETFs
201
+ 1.67%
$75.17 - $91.21 $15.1K - $18.3K
12.2K $1.11B
FIW
First Trust Water ETF

ETFs
234
+ 4.28%
$90.26 - $108.05 $21.1K - $25.3K
5.7K $616M
MOD
Modine Manufacturing CO

Consumer Cyclical
75
+ 2.85%
$69.3 - $105.57 $5.2K - $7.92K
2.71K $266M
SLF
Sun Life Financial Inc

Financial Services
124
+ 2.03%
$53.39 - $66.45 $6.62K - $8.24K
6.25K $415M
PSLV
Sprott Physical Silver Trust

Financial Services
567
+ 0.63%
$9.98 - $12.51 $5.66K - $7.09K
90K $1.1B
GCI
Gannett Co., Inc.

Communication Services
6.5K
+ 11.03%
$2.64 - $3.71 $17.2K - $24.1K
65.5K $234M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
762
+ 8.1%
$77.74 - $78.78 $59.2K - $60K
10.2K $801M
PEAK
Healthpeak Properties, Inc.

Real Estate
5.24K
+ 50.91%
N/A
15.5K $272M
AMT
American Tower Corp

Real Estate
196
+ 3.27%
$203.96 - $228.19 $40K - $44.7K
6.19K $1.37B
VOT
Vanguard Mid Cap Growth Index

ETFs
89
+ 9.34%
$216.28 - $284.39 $19.2K - $25.3K
1.04K $296M
GAB
Gabelli Equity Trust Inc

Financial Services
6.14K
+ 7.1%
$4.97 - $5.87 $30.5K - $36.1K
92.7K $539M
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
2.91K
+ 24.12%
$20.85 - $24.04 $60.6K - $69.9K
15K $350M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
8
+ 0.17%
$86.12 - $108.35 $689 - $867
4.81K $521M
Activity Summary
Buys All Purchases 605 New Holdings 121 Increased Positions 484 Sells All Sells 382 Reductions 382 Sold out 0 Options Calls 0 Puts 0
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