Pfg Investments, LLC Reduced Holdings in Q1 2025

Pfg Investments, LLC

  • $1.56 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ADM
Archer Daniels Midland CO

Consumer Defensive
-1.54K
- 19.18%
$45.22 - $52.17 $69.8K - $80.6K
6.5K $312M
NVT
N Vent Electric PLC

Industrials
-249
- 4.85%
$52.42 - $75.4 $13.1K - $18.8K
4.89K $256M
GUG
Guggenheim Active Allocation Fund

ETFs
-6.3K
- 33.42%
$14.92 - $15.9 $94K - $100K
12.6K $189M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-1.12K
- 15.1%
$36.64 - $45.76 $41.2K - $51.4K
6.32K $237M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-2.37K
- 8.37%
$58.32 - $65.09 $138K - $154K
25.9K $1.56B
TPR
Tapestry, Inc.

Consumer Cyclical
-1.61K
- 35.61%
$65.63 - $89.21 $106K - $144K
2.91K $205M
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
-886
- 8.34%
$33.65 - $43.06 $29.8K - $38.2K
9.74K $328M
S
Sentinel One, Inc.

Technology
-475
- 2.39%
$18.17 - $24.97 $8.63K - $11.9K
19.4K $353M
C
Citigroup Inc

Financial Services
-1.45K
- 5.68%
$67.23 - $84.63 $97.4K - $123K
24.1K $1.71B
MTB
M&T Bank Corp

Financial Services
-351
- 13.3%
$170.47 - $201.98 $59.8K - $70.9K
2.29K $409M
DVY
Ishares Tr

ETFs
-941
- 6.6%
$128.58 - $138.1 $121K - $130K
13.3K $1.79B
GIS
General Mills Inc

Consumer Defensive
-115
- 0.6%
$57.56 - $65.3 $6.62K - $7.51K
19.1K $1.14B
ALCC
Alt C Acquisition Corp.

Financial Services
-4.62K
- 10.11%
N/A
41.1K $889M
IWN
Ishares Russell2000 Val ETF

ETFs
-252
- 7.85%
$149.27 - $169.4 $37.6K - $42.7K
2.96K $447M
GBR
New Concept Energy, Inc.

Real Estate
-24K
- 15.5%
$0.77 - $1.3 $18.5K - $31.2K
131K $101M
KIM
Kimco Realty Corp

Real Estate
-1.96K
- 12.13%
$20.15 - $23.42 $39.4K - $45.8K
14.2K $301M
BDX
Becton Dickinson & CO

Healthcare
-355
- 15.33%
$222.79 - $249.08 $79.1K - $88.4K
1.96K $449M
ADI
Analog Devices Inc

Technology
-239
- 9.23%
$201.56 - $243.82 $48.2K - $58.3K
2.35K $474M
A
Agilent Technologies, Inc.

Healthcare
-263
- 10.54%
$116.69 - $152.6 $30.7K - $40.1K
2.23K $261M
FAN
First Tr Exchange Traded Fd Ii
-5.28K
- 20.92%
N/A
20K $300M
SBUX
Starbucks Corp

Consumer Cyclical
-2.15K
- 10.7%
$91.75 - $115.81 $198K - $249K
18K $1.76B
QCOM
Qualcomm Inc

Technology
-472
- 2.26%
$151.94 - $175.86 $71.7K - $83K
20.5K $3.14B
IGM
Ishares Expanded Tech Sector E

ETFs
-384
- 12.16%
$90.67 - $108.46 $34.8K - $41.6K
2.78K $252M
Lithium Amers Corp New
-20.7K
- 37.4%
N/A
34.6K $93.8M
PNR
Pentair PLC

Industrials
-231
- 6.06%
$84.0 - $105.35 $19.4K - $24.3K
3.58K $313M
RYF
Invesco S&P 500 Equal Weight F

ETFs
-952
- 18.69%
N/A
4.14K $300M
ROK
Rockwell Automation, Inc

Industrials
-48
- 2.38%
$255.29 - $303.75 $12.3K - $14.6K
1.97K $508M
ARKW
Ark Next Generation Internet E

ETFs
-276
- 9.0%
$91.59 - $125.64 $25.3K - $34.7K
2.79K $264M
CG
Carlyle Group Inc.

Financial Services
-212
- 2.56%
$40.03 - $56.96 $8.49K - $12.1K
8.06K $351M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-673
- 10.72%
$100.32 - $100.76 $67.5K - $67.8K
5.61K $564M
DEO
Diageo PLC

Consumer Defensive
-33
- 1.21%
$104.79 - $126.12 $3.46K - $4.16K
2.7K $282M
Blackrock ETF Trust Ii
-286
- 0.63%
N/A
45.4K $1.33B
CRSP
Crispr Therapeutics Ag

Healthcare
-194
- 1.83%
$34.03 - $53.02 $6.6K - $10.3K
10.4K $354M
CSQ
Calamos Strategic Total Return Fund

Financial Services
-776
- 2.37%
$15.97 - $18.5 $12.4K - $14.4K
32K $518M
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
-339
- 0.67%
$7.39 - $9.09 $2.51K - $3.08K
50.6K $376M
PCQ
Pimco California Municipal Income Fund

Financial Services
-5.98K
- 14.04%
$8.76 - $9.34 $52.4K - $55.9K
36.6K $324M
NWL
Newell Brands Inc.

Consumer Defensive
-85
- 0.54%
$6.2 - $10.66 $527 - $906
15.7K $97.5M
MA
Mastercard Inc

Financial Services
-444
- 5.21%
$504.67 - $576.31 $224K - $256K
8.07K $4.42B
NHS
Neuberger Berman High Yield Strategies Fund Inc.

Financial Services
-8.2K
- 31.3%
$7.54 - $7.93 $61.8K - $65K
18K $138M
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
-550
- 9.57%
N/A
5.2K $549M
TFC
Truist Financial Corp

Financial Services
-626
- 4.34%
$39.48 - $48.15 $24.7K - $30.1K
13.8K $568M
PIE
Invesco Exchange Traded Fd Tr

ETFs
-2.4K
- 17.62%
$18.18 - $19.42 $43.5K - $46.5K
11.2K $204M
CWEN
Clearway Energy, Inc.

Utilities
-6.84K
- 19.45%
$24.63 - $30.42 $168K - $208K
28.3K $858M
DBA
Invesco Db Agriculture Fund

ETFs
-2K
- 12.13%
$26.05 - $28.38 $52.1K - $56.8K
14.5K $381M
NIO
Nio Inc.

Consumer Cyclical
-50
- 0.05%
$3.75 - $5.22 $188 - $261
103K $391M
MREO
Mereo Biopharma Group PLC

Healthcare
-2K
- 5.07%
$2.25 - $3.76 $4.5K - $7.52K
37.4K $84.2M
IFV
First Trust Dorsey Wright Inte

ETFs
-3.85K
- 13.72%
$18.61 - $20.59 $71.7K - $79.4K
24.2K $485M
SDOG
Alps Sector Dividend Dogs ETF

ETFs
-1.23K
- 10.79%
$55.76 - $59.54 $68.7K - $73.4K
10.2K $592M
QS
Quantum Scape Corp

Consumer Cyclical
-3.53K
- 9.41%
$4.15 - $6.58 $14.6K - $23.2K
34K $141M
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
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