Pfg Investments, LLC Reduced Holdings in Q2 2025

Pfg Investments, LLC

  • $1.71 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
O
Realty Income Corp

Real Estate
-4.13K
- 13.3%
$52.27 - $58.52 $216K - $242K
26.9K $1.55B
KO
Coca Cola CO

Consumer Defensive
-2.54K
- 3.24%
$68.37 - $73.9 $174K - $188K
76K $5.37B
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
-9.59K
- 47.88%
$24.46 - $33.16 $235K - $318K
10.4K $341M
GIS
General Mills Inc

Consumer Defensive
-1.51K
- 7.92%
$50.37 - $60.97 $76.1K - $92.1K
17.6K $910M
XLV
Select Sector Spdr Fund Health

ETFs
-531
- 3.92%
$128.77 - $144.3 $68.4K - $76.6K
13K $1.75B
PFF
Ishares Trust Ishares Pfd And

ETFs
-7.21K
- 18.58%
$29.0 - $30.68 $209K - $221K
31.6K $969M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-4.21K
- 21.58%
$48.13 - $49.85 $202K - $210K
15.3K $750M
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
-12.6K
- 22.16%
$26.03 - $35.66 $327K - $449K
44.2K $1.51B
KMB
Kimberly Clark Corp

Consumer Defensive
-519
- 4.76%
$126.84 - $145.22 $65.8K - $75.4K
10.4K $1.34B
MPW
Medical Properties Trust Inc

Real Estate
-11.5K
- 12.36%
$4.31 - $5.91 $49.5K - $67.9K
81.5K $351M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-604
- 25.61%
$212.1 - $244.27 $128K - $148K
1.75K $383M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-2.58K
- 11.02%
$72.71 - $82.56 $188K - $213K
20.9K $1.7B
JLL
Jones Lang Lasalle Inc

Real Estate
-770
- 49.52%
$204.57 - $256.96 $158K - $198K
785 $201M
NMCO
Nuveen Municipal Credit Opportunities Fund

N/A
-17.4K
- 21.85%
$9.74 - $10.75 $169K - $187K
62.2K $667M
IBB
Ishares Biotechnology ETF

ETFs
-1.37K
- 23.77%
$112.02 - $129.0 $153K - $177K
4.39K $556M
RIG
Transocean Ltd.

Energy
-7K
- 2.88%
$2.13 - $3.32 $14.9K - $23.2K
236K $612M
WU
Western Union CO

Financial Services
-6.43K
- 13.31%
$8.37 - $10.63 $53.8K - $68.3K
41.9K $353M
SRLN
Ssga Active Trust

ETFs
-3.98K
- 25.94%
$39.47 - $41.59 $157K - $165K
11.4K $472M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-6.83K
- 40.06%
$22.4 - $23.8 $153K - $162K
10.2K $243M
SO
Southern CO

Utilities
-1.63K
- 6.04%
$84.91 - $92.56 $138K - $150K
25.3K $2.32B
ET
Energy Transfer LP

Energy
-2.55K
- 1.15%
$15.65 - $18.93 $39.9K - $48.2K
220K $3.98B
HPQ
Hp Inc

Technology
-2.53K
- 9.5%
$21.88 - $29.32 $55.4K - $74.2K
24.1K $590M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-1.09K
- 4.81%
$121.58 - $136.74 $133K - $149K
21.5K $2.92B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.8K
- 8.19%
$82.21 - $83.12 $148K - $149K
20.1K $1.67B
D
Dominion Energy, Inc

Utilities
-2.9K
- 6.91%
$49.66 - $58.0 $144K - $168K
39.1K $2.21B
HTGC
Hercules Capital, Inc.

Financial Services
-2.23K
- 1.99%
$16.24 - $19.1 $36.2K - $42.6K
110K $2.01B
WMS
Advanced Drainage Systems, Inc.

Industrials
-1.69K
- 19.94%
$96.79 - $123.55 $163K - $208K
6.77K $777M
GILD
Gilead Sciences, Inc.

Healthcare
-1.14K
- 9.53%
$96.91 - $113.0 $111K - $129K
10.9K $1.2B
STZ
Constellation Brands, Inc.

Consumer Defensive
-549
- 24.15%
$160.0 - $195.62 $87.8K - $107K
1.72K $280M
NRZ
New Residential Investment Corp.

Real Estate
-11.6K
- 40.95%
N/A
16.7K $189M
DD
Du Pont De Nemours, Inc.

Basic Materials
-881
- 7.37%
$55.13 - $75.25 $48.6K - $66.3K
11.1K $759M
SDOG
Alps Sector Dividend Dogs ETF

ETFs
-2.19K
- 21.5%
$50.46 - $58.08 $111K - $127K
8K $460M
Arm Holdings PLC
-8.27K
- 37.69%
N/A
13.7K $2.21B
ODFL
Old Dominion Freight Line, Inc.

Industrials
-717
- 30.76%
$146.74 - $176.07 $105K - $126K
1.61K $262M
MKC
Mccormick & CO Inc

Consumer Defensive
-351
- 2.37%
$71.11 - $82.25 $25K - $28.9K
14.5K $1.1B
IP
International Paper CO

Consumer Cyclical
-1.43K
- 17.52%
$43.89 - $54.46 $62.6K - $77.7K
6.72K $315M
CPB
Campbell Soup CO

Consumer Defensive
-1.05K
- 11.12%
$30.65 - $39.9 $32.2K - $41.9K
8.39K $257M
T
At&T Inc.

Communication Services
-10.2K
- 3.81%
$26.33 - $28.94 $269K - $296K
258K $7.47B
AWK
American Water Works Company, Inc.

Utilities
-57
- 0.43%
$133.82 - $151.96 $7.63K - $8.66K
13.1K $1.82B
AI
C3.Ai, Inc.

Technology
-8.34K
- 32.5%
$18.24 - $27.8 $152K - $232K
17.3K $425M
Ge Healthcare Technologies I
-601
- 5.72%
N/A
9.9K $733M
LNC
Lincoln National Corp

Financial Services
-2.83K
- 31.88%
$28.95 - $37.27 $82K - $106K
6.05K $209M
BLD
Top Build Corp

Industrials
-400
- 35.81%
$275.93 - $326.59 $110K - $131K
717 $232M
MPC
Marathon Petroleum Corp

Energy
-1.29K
- 24.26%
$118.55 - $170.08 $153K - $220K
4.03K $670M
RPV
Invesco Exchange Traded Fd Tr

ETFs
-1.18K
- 32.78%
$81.66 - $93.76 $96.4K - $111K
2.42K $227M
CMCSA
Comcast Corp

Communication Services
-1.41K
- 3.18%
$32.84 - $36.72 $46.3K - $51.7K
42.9K $1.53B
AEM
Agnico Eagle Mines LTD

Basic Materials
-1.33K
- 24.47%
$99.48 - $124.46 $133K - $166K
4.11K $489M
GWW
W.W. Grainger, Inc.

Industrials
-118
- 24.84%
$919.93 - $1101.66 $109K - $130K
357 $371M
HAL
Halliburton CO

Energy
-572
- 3.34%
$19.26 - $25.7 $11K - $14.7K
16.6K $338M
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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