Pfg Investments, LLC Incresed Positions in Q2 2025

Pfg Investments, LLC

  • $1.71 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VO
Vanguard Mid Cap ETF

ETFs
1.49K
+ 20.56%
$228.54 - $279.83 $340K - $416K
8.72K $2.44B
AIQ
Global X Funds Global X Artifi

ETFs
10.3K
+ 77.48%
$31.5 - $43.69 $325K - $451K
23.6K $1.03B
Manager Directed Portfolios
30.7K
+ 4.48%
N/A
716K $7.49B
COF
Capital One Financial Corp

Financial Services
2.26K
+ 137.65%
$150.57 - $212.76 $341K - $481K
3.91K $831M
CRM
Salesforce, Inc.

Technology
1.84K
+ 29.67%
$236.26 - $291.15 $434K - $535K
8.03K $2.19B
Proshares Tr
11.1K
+ 8.98%
N/A
135K $5.71B
JCI
Johnson Controls International PLC

Industrials
193
+ 1.01%
$71.14 - $105.62 $13.7K - $20.4K
19.3K $2.04B
SPOT
Spotify Technology S.A.

Communication Services
448
+ 65.4%
$503.3 - $775.9 $225K - $348K
1.13K $869M
NOW
Service Now, Inc.

Technology
99
+ 6.2%
$721.65 - $1040.18 $71.4K - $103K
1.7K $1.74B
VTV
Vanguard Value ETF

ETFs
2.35K
+ 16.87%
$153.67 - $176.74 $361K - $416K
16.3K $2.88B
Proshares Tr
7.89K
+ 12.98%
N/A
68.6K $2.81B
RTX
Raytheon Technologies Corp

Industrials
1.1K
+ 5.39%
$113.75 - $148.48 $126K - $164K
21.6K $3.15B
CRF
Cornerstone Total Return Fund Inc

Financial Services
44.8K
+ 33.27%
$6.44 - $7.75 $289K - $347K
179K $1.39B
ITA
Ishares Tr

ETFs
815
+ 11.33%
$135.31 - $188.64 $110K - $154K
8.01K $1.51B
IRM
Iron Mountain Inc

Real Estate
133
+ 0.57%
$76.93 - $105.25 $10.2K - $14K
23.6K $2.42B
CAT
Caterpillar Inc

Industrials
107
+ 1.75%
$273.94 - $388.21 $29.3K - $41.5K
6.23K $2.42B
LMT
Lockheed Martin Corp

Industrials
648
+ 11.9%
$430.82 - $486.45 $279K - $315K
6.09K $2.82B
TLT
Ishares Barclays 20+ Year Trea

ETFs
4.82K
+ 35.08%
$83.97 - $92.85 $405K - $448K
18.6K $1.64B
TIP
Ishares Tr Tips Bd ETF

ETFs
3.62K
+ 29.07%
$107.93 - $110.97 $391K - $402K
16.1K $1.77B
XLU
Utilities Sector Spdr

ETFs
3.35K
+ 8.55%
$73.09 - $82.77 $245K - $278K
42.6K $3.48B
MBB
Ishares Tr

ETFs
4.07K
+ 52.15%
$91.41 - $94.22 $372K - $384K
11.9K $1.12B
SPGI
S&P Global Inc.

Financial Services
580
+ 14.83%
$438.31 - $527.29 $254K - $306K
4.49K $2.37B
PSA
Public Storage

Real Estate
1.29K
+ 138.62%
$266.31 - $309.77 $342K - $398K
2.21K $649M
PHYS
Sprott Physical Gold Trust

Financial Services
1.29K
+ 0.5%
$22.82 - $26.29 $29.4K - $33.9K
258K $6.54B
AXP
American Express CO

Financial Services
134
+ 2.08%
$231.39 - $318.98 $31K - $42.7K
6.56K $2.09B
XYLD
Global X Fds S&P 500 Covered C

ETFs
10.1K
+ 13.67%
$35.62 - $39.64 $358K - $399K
83.6K $3.26B
Neos ETF Trust
1.79K
+ 2.56%
N/A
71.6K $3.75B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.72K
+ 3.2%
$91.43 - $91.74 $340K - $342K
120K $11B
HWM
Howmet Aerospace Inc.

Industrials
719
+ 19.62%
$112.33 - $186.13 $80.8K - $134K
4.38K $816M
MA
Mastercard Inc

Financial Services
404
+ 5.0%
$479.92 - $590.74 $194K - $239K
8.48K $4.76B
NVO
Novo Nordisk A S

Healthcare
4.86K
+ 26.84%
$58.08 - $81.05 $282K - $394K
23K $1.58B
APLD
Applied Blockchain, Inc.

Financial Services
25.9K
+ 184.25%
$3.53 - $13.86 $91.3K - $358K
39.9K $402M
IDCC
Inter Digital, Inc.

Communication Services
416
+ 3.19%
$183.37 - $234.7 $76.3K - $97.6K
13.4K $3.01B
AGNC
Agnc Investment Corp.

Real Estate
43.5K
+ 20.95%
$8.12 - $9.49 $353K - $413K
251K $2.31B
VCEL
Vericel Corp

Healthcare
7.8K
+ 103.31%
$37.92 - $45.7 $296K - $356K
15.4K $653M
CTA
Simplify Exch Traded Fds Simpl

ETFs
17K
+ 35.04%
$26.61 - $29.9 $452K - $508K
65.5K $1.75B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
507
+ 2.79%
$108.06 - $135.3 $54.8K - $68.6K
18.7K $2.53B
JPIE
J P Morgan Exchange Traded Fd
6.51K
+ 25.98%
$45.12 - $46.32 $294K - $302K
31.6K $1.46B
IEMG
Ishares Inc

ETFs
2.79K
+ 12.17%
N/A
25.7K $1.54B
DE
Deere & CO

Industrials
177
+ 3.28%
$412.99 - $531.48 $73.1K - $94.1K
5.58K $2.84B
DLR
Digital Realty Trust, Inc.

Real Estate
249
+ 3.18%
$136.11 - $177.69 $33.9K - $44.2K
8.07K $1.41B
HESM
Hess Midstream LP

Energy
7.82K
+ 163.65%
$35.23 - $42.89 $276K - $335K
12.6K $485M
WFC
Wells Fargo & Company

Financial Services
1.62K
+ 8.98%
$60.98 - $80.12 $98.9K - $130K
19.7K $1.58B
VB
Vanguard Small Cap ETF

ETFs
738
+ 11.02%
$193.73 - $237.37 $143K - $175K
7.44K $1.76B
IWR
Ishares Russell Mid Cap ETF

ETFs
1.74K
+ 10.41%
$74.88 - $91.97 $130K - $160K
18.5K $1.7B
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.68K
+ 28.3%
$72.02 - $73.82 $265K - $272K
16.7K $1.23B
CRSP
Crispr Therapeutics Ag

Healthcare
2.49K
+ 23.89%
$31.27 - $48.64 $77.8K - $121K
12.9K $627M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
836
+ 5.11%
$57.46 - $75.58 $48K - $63.2K
17.2K $1.3B
VEA
Vanguard Ftse Developed Market

ETFs
2.97K
+ 19.85%
$45.65 - $57.01 $135K - $169K
17.9K $1.02B
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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