Pfg Investments, LLC Incresed Positions in Q3 2024

Pfg Investments, LLC

  • $1.55 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
11.6K
+ 10.34%
$191.76 - $263.26 $2.23M - $3.06M
124K $32.4B
META
Meta Platforms, Inc.

Communication Services
3.5K
+ 8.4%
$453.41 - $572.44 $1.58M - $2M
45.1K $25.8B
ITOT
Ishares Core S&P Total U.S. St

ETFs
36K
+ 291.5%
$113.41 - $125.62 $4.08M - $4.52M
48.3K $6.07B
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
158K
+ 69.06%
$23.49 - $24.57 $3.71M - $3.88M
387K $9.49B
PDI
Pimco Dynamic Income Fund

Financial Services
98.4K
+ 10.31%
$18.7 - $20.25 $1.84M - $1.99M
1.05M $21.3B
SPY
Spdr S&P 500 ETF Trust

ETFs
3.49K
+ 10.8%
$517.38 - $573.86 $1.81M - $2M
35.8K $20.6B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.13K
+ 20.64%
$405.19 - $478.57 $1.27M - $1.5M
18.3K $8.43B
CHGX
Investment Managers Ser Tr Ii

ETFs
41.3K
+ 18.4%
$34.58 - $38.49 $1.43M - $1.59M
266K $10.2B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
24.2K
+ 417.11%
$74.26 - $78.84 $1.8M - $1.91M
30K $2.35B
IEFA
Ishares Tr

ETFs
22.9K
+ 155.61%
$70.09 - $78.74 $1.6M - $1.8M
37.6K $2.93B
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.07K
+ 9.47%
$434.77 - $502.96 $1.34M - $1.55M
35.5K $17.3B
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
19.5K
+ 8.84%
$28.7 - $35.25 $559K - $686K
240K $8.26B
HD
Home Depot, Inc.

Consumer Cyclical
1.04K
+ 5.22%
$333.64 - $405.2 $346K - $420K
20.9K $8.47B
CEF
Sprott Physical Gold & Silver Trust

Financial Services
21.1K
+ 4.7%
$21.72 - $25.05 $459K - $529K
471K $11.5B
LOW
Lowes Companies Inc

Consumer Cyclical
3.88K
+ 36.02%
$213.3 - $270.78 $827K - $1.05M
14.6K $3.96B
ECC
Eagle Point Credit CO Inc.

Financial Services
166K
+ 42.88%
$9.62 - $10.3 $1.6M - $1.71M
554K $5.46B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
11K
+ 76.02%
$105.53 - $118.34 $1.16M - $1.31M
25.5K $2.99B
WMT
Walmart Inc.

Consumer Defensive
808
+ 0.79%
$66.91 - $81.4 $54.1K - $65.8K
104K $8.37B
VTI
Vanguard Total Stock Market Et

ETFs
3.45K
+ 14.13%
$255.18 - $283.2 $880K - $976K
27.9K $7.89B
PLTR
Palantir Technologies Inc.

Technology
11.5K
+ 15.18%
$24.09 - $37.95 $277K - $436K
87.1K $3.24B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
14.2K
+ 17.29%
$91.42 - $91.82 $1.3M - $1.31M
96.6K $8.87B
DIS
Walt Disney CO

Communication Services
14.5K
+ 37.54%
$85.6 - $98.61 $1.24M - $1.43M
53.3K $5.12B
AVGO
Broadcom Inc.

Technology
27.8K
+ 1122.18%
$136.27 - $1745.86 $3.79M - $48.6M
30.3K $5.23B
GLD
Spdr Gold Trust

ETFs
2.44K
+ 11.08%
$215.56 - $246.98 $525K - $602K
24.4K $5.94B
VZ
Verizon Communications Inc

Communication Services
6.34K
+ 2.71%
$38.89 - $45.0 $247K - $285K
241K $10.8B
BEPC
Brookfield Renewable Corp

Utilities
9.06K
+ 4.8%
$26.92 - $32.89 $244K - $298K
198K $6.46B
ED
Consolidated Edison Inc

Utilities
1.67K
+ 2.68%
$88.42 - $104.97 $148K - $176K
64.1K $6.67B
CSCO
Cisco Systems, Inc.

Technology
2.41K
+ 1.43%
$44.74 - $53.22 $108K - $128K
171K $9.08B
Manager Directed Portfolios
24K
+ 4.23%
N/A
591K $6.56B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.66K
+ 22.81%
$475.2 - $527.7 $790K - $878K
8.96K $4.73B
QUAL
Ishares Msci Usa Quality Facto

ETFs
5.65K
+ 143.65%
$162.64 - $179.3 $920K - $1.01M
9.59K $1.72B
PHYS
Sprott Physical Gold Trust

Financial Services
24.7K
+ 10.67%
$18.12 - $20.72 $448K - $512K
256K $5.22B
GE
General Electric CO

Industrials
1.55K
+ 6.32%
$156.66 - $189.66 $243K - $294K
26.1K $4.92B
Proshares Tr
21K
+ 55.9%
N/A
58.5K $2.62B
XOM
Exxon Mobil Corp

Energy
5.54K
+ 3.98%
$109.72 - $119.0 $608K - $660K
145K $17B
NEE
Nextera Energy Inc

Utilities
1.39K
+ 2.42%
$69.9 - $84.97 $97.4K - $118K
58.9K $4.98B
DSI
Ishares Msci Kld 400 Social Et

ETFs
4.32K
+ 4.94%
$97.81 - $108.79 $423K - $470K
91.8K $9.99B
Cava Group Inc
4.28K
+ 36.75%
N/A
15.9K $1.97B
VIG
Vanguard Dividend Appreciation

ETFs
3.51K
+ 32.25%
$182.15 - $182.15 $638K - $638K
14.4K $2.85B
SPGI
S&P Global Inc.

Financial Services
1.27K
+ 45.68%
$446.32 - $527.38 $567K - $670K
4.05K $2.09B
MCD
Mcdonalds Corp

Consumer Cyclical
215
+ 1.47%
$245.82 - $304.51 $52.9K - $65.5K
14.8K $4.51B
BX
Blackstone Inc.

Financial Services
102
+ 0.39%
$120.77 - $159.66 $12.3K - $16.3K
26.5K $4.06B
CVX
Chevron Corp

Energy
7.82K
+ 19.0%
$137.88 - $161.97 $1.08M - $1.27M
49K $7.21B
WHR
Whirlpool Corp

Consumer Cyclical
6.86K
+ 171.39%
$90.25 - $112.34 $619K - $771K
10.9K $1.16B
JPM
Jpmorgan Chase & CO

Financial Services
733
+ 1.06%
$194.9 - $224.8 $143K - $165K
70.1K $14.8B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.55K
+ 54.59%
$386.81 - $423.12 $600K - $657K
4.4K $1.86B
IEMG
Ishares Inc

ETFs
12.1K
+ 136.46%
$53.64 - $53.64 $649K - $649K
21K $1.2B
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
22.9K
+ 85.61%
$16.18 - $25.66 $371K - $589K
49.8K $1.28B
BMY
Bristol Myers Squibb CO

Healthcare
1.79K
+ 3.14%
$39.66 - $51.75 $71K - $92.7K
58.8K $3.04B
Activity Summary
Buys All Purchases 600 New Holdings 131 Increased Positions 469 Sells All Sells 353 Reductions 353 Sold out 0 Options Calls 0 Puts 0
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