Pfg Investments, LLC Incresed Positions in Q1 2025

Pfg Investments, LLC

  • $1.56 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
BWG
Brandywine Global Global Income Opportunities Fund Inc

Financial Services
18.1K
+ 152.36%
$7.97 - $8.55 $144K - $154K
29.9K $250M
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
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
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
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
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
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
ILF
Ishares Latin America 40 ETF

ETFs
2.63K
+ 23.96%
$20.87 - $24.43 $55K - $64.3K
13.6K $321M
ELV
Elevance Health, Inc.

Healthcare
1
+ 0.07%
$365.9 - $436.25 $366 - $436
1.34K $582M
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
5.41K
+ 5.05%
$10.91 - $11.42 $59K - $61.8K
113K $1.26B
OR
Osisko Gold Royalties LTD

Basic Materials
613
+ 2.47%
$17.92 - $21.16 $11K - $13K
25.4K $537M
CTVA
Corteva, Inc.

Basic Materials
180
+ 1.42%
$55.94 - $66.15 $10.1K - $11.9K
12.9K $810M
TMUS
T Mobile Us, Inc.

Communication Services
92
+ 6.84%
$211.3 - $272.83 $19.4K - $25.1K
1.44K $383M
RSP
Invesco S&P 500 Equal Weight E

ETFs
626
+ 5.65%
$169.43 - $182.84 $106K - $114K
11.7K $2.03B
LNC
Lincoln National Corp

Financial Services
1.54K
+ 20.98%
$30.06 - $39.23 $46.3K - $60.5K
8.89K $319M
CPB
Campbell Soup CO

Consumer Defensive
2.48K
+ 35.62%
$37.29 - $42.04 $92.5K - $104K
9.44K $377M
SAND
Sandstorm Gold LTD

Basic Materials
2.83K
+ 8.8%
$5.54 - $7.65 $15.7K - $21.6K
35K $264M
RIO
Rio Tinto PLC

Basic Materials
1.29K
+ 30.64%
$58.19 - $64.29 $74.8K - $82.6K
5.48K $329M
IQLT
Ishares Msci Intl Quality Fact

ETFs
800
+ 4.55%
$36.91 - $41.03 $29.5K - $32.8K
18.4K $730M
UL
Unilever PLC

Consumer Defensive
753
+ 7.15%
$54.72 - $60.29 $41.2K - $45.4K
11.3K $672M
MPC
Marathon Petroleum Corp

Energy
274
+ 5.43%
$134.72 - $159.03 $36.9K - $43.6K
5.32K $775M
SPOT
Spotify Technology S.A.

Communication Services
2
+ 0.29%
$457.79 - $648.32 $916 - $1.3K
685 $377M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
132
+ 0.41%
$73.78 - $76.59 $9.74K - $10.1K
32.7K $2.5B
BR
Broadridge Financial Solutions, Inc.

Technology
2
+ 0.05%
$221.46 - $244.83 $443 - $490
4.24K $1.03B
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
Track This Portfolio

Track Pfg Investments, LLC Portfolio

Follow Pfg Investments, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pfg Investments, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pfg Investments, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email