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
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
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
TJX
Tjx Companies Inc

Consumer Cyclical
313
+ 1.58%
$119.13 - $135.03 $37.3K - $42.3K
20.1K $2.48B
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
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
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
SPIB
Spdr Portfolio Intermediate Te

ETFs
1.64K
+ 13.52%
$32.62 - $33.58 $53.6K - $55.2K
13.8K $463M
NSC
Norfolk Southern Corp

Industrials
99
+ 5.63%
$206.34 - $257.46 $20.4K - $25.5K
1.86K $475M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
40
+ 2.21%
$160.22 - $209.35 $6.41K - $8.37K
1.85K $388M
SELF
Global Self Storage, Inc.

Real Estate
9.87K
+ 48.48%
$4.8 - $5.76 $47.4K - $56.8K
30.2K $161M
RDVY
First Trust Rising Dividend Ac

ETFs
350
+ 4.05%
$51.6 - $62.74 $18.1K - $22K
8.99K $564M
HOLX
Hologic Inc

Healthcare
500
+ 6.66%
$52.73 - $65.22 $26.4K - $32.6K
8.01K $522M
PNR
Pentair PLC

Industrials
28
+ 0.78%
$76.17 - $103.58 $2.13K - $2.9K
3.61K $371M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
2.01K
+ 12.48%
$12.82 - $18.15 $25.8K - $36.5K
18.1K $304M
APD
Air Products & Chemicals, Inc.

Basic Materials
239
+ 21.32%
$248.61 - $294.96 $59.4K - $70.5K
1.36K $384M
IWS
Ishares Russell Midcap Value E

ETFs
213
+ 5.31%
$110.58 - $132.14 $23.6K - $28.1K
4.23K $558M
DGRO
Ishares Core Dividend Growth E

ETFs
495
+ 5.12%
$55.22 - $63.94 $27.3K - $31.7K
10.2K $650M
MAIN
Main Street Capital Corp

Financial Services
292
+ 2.12%
$49.15 - $59.32 $14.4K - $17.3K
14.1K $833M
BK
Bank Of New York Mellon Corp

Financial Services
213
+ 4.76%
$73.31 - $91.62 $15.6K - $19.5K
4.69K $427M
PFFA
Etfis Ser Tr I

ETFs
2.97K
+ 10.62%
$19.49 - $21.31 $57.8K - $63.2K
30.9K $643M
IVE
Ishares S&P 500 Value ETF

ETFs
86
+ 1.24%
$168.34 - $195.42 $14.5K - $16.8K
7.04K $1.38B
NLOK
Norton Life Lock Inc.

Technology
838
+ 9.25%
N/A
9.9K $291M
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
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