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
SHV
Ishares Tr

ETFs
-84
- 3.83%
$110.11 - $110.51 $9.25K - $9.28K
2.11K $233M
TRX
Trx Gold Corp

Basic Materials
-27.9K
- 33.78%
$0.29 - $0.34 $8.09K - $9.49K
54.7K $17M
DHF
Bny Mellon High Yield Strategies Fund

Financial Services
-3.15K
- 10.66%
$2.52 - $2.63 $7.93K - $8.28K
26.4K $67.3M
IP
International Paper CO

Consumer Cyclical
-76
- 0.92%
$49.38 - $60.09 $3.75K - $4.57K
8.15K $435M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-501
- 4.42%
$38.89 - $41.6 $19.5K - $20.8K
10.8K $439M
APD
Air Products & Chemicals, Inc.

Basic Materials
-45
- 3.86%
$283.24 - $338.07 $12.7K - $15.2K
1.12K $331M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-153
- 5.12%
$100.59 - $103.47 $15.4K - $15.8K
2.84K $293M
LPLA
Lpl Financial Holdings Inc.

Financial Services
-23
- 3.32%
$308.87 - $383.33 $7.1K - $8.82K
670 $219M
FTSL
First Trust Senior Ln Fund

ETFs
-53
- 0.93%
$45.65 - $46.48 $2.42K - $2.46K
5.64K $257M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-91
- 4.01%
$105.1 - $109.61 $9.56K - $9.97K
2.18K $237M
BOND
Pimco Active Bond Exchange Tra

ETFs
-183
- 3.13%
$89.27 - $92.9 $16.3K - $17K
5.66K $523M
WEA
Western Asset Premier Bond Fund

Financial Services
-948
- 7.32%
$10.63 - $11.21 $10.1K - $10.6K
12K $135M
ATOS
Atossa Therapeutics, Inc.

Healthcare
-1.15K
- 7.72%
$0.67 - $1.01 $771 - $1.16K
13.8K $9.25M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-6.06K
- 17.73%
$9.19 - $12.93 $55.7K - $78.3K
28.1K $314M
FISV
Fiserv Inc

Technology
-215
- 7.76%
N/A
2.56K $565M
AGZD
Wisdom Tree Interest Rate Hedg

ETFs
-150
- 1.19%
$22.27 - $22.65 $3.34K - $3.4K
12.5K $279M
YLD
Principal Exchange Traded Fds

ETFs
-76
- 0.33%
$19.03 - $19.51 $1.45K - $1.48K
23K $438M
IWD
Ishares Russell 1000 Val ETF

ETFs
-113
- 1.91%
$182.82 - $196.21 $20.7K - $22.2K
5.8K $1.09B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-30
- 0.2%
$49.78 - $53.19 $1.49K - $1.6K
14.6K $747M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-48
- 0.33%
$50.48 - $51.04 $2.42K - $2.45K
14.7K $743M
PINS
Pinterest, Inc.

Communication Services
-735
- 7.14%
$29.79 - $40.0 $21.9K - $29.4K
9.55K $296M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-103
- 0.98%
$26.64 - $27.14 $2.74K - $2.8K
10.4K $278M
K
Kellogg CO

Consumer Defensive
-93
- 2.38%
$81.06 - $82.9 $7.54K - $7.71K
3.82K $315M
NJR
New Jersey Resources Corp

Utilities
-259
- 5.69%
$45.25 - $49.37 $11.7K - $12.8K
4.3K $211M
PEAK
Healthpeak Properties, Inc.

Real Estate
-41
- 0.4%
N/A
10.3K $208M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-185
- 3.27%
$48.43 - $49.9 $8.96K - $9.23K
5.47K $273M
STWD
Starwood Property Trust, Inc.

Real Estate
-1.24K
- 4.27%
$18.41 - $20.53 $22.8K - $25.4K
27.8K $549M
SMB
Vaneck Short Muni ETF

ETFs
-55
- 0.33%
$17.08 - $17.25 $939 - $949
16.7K $286M
NAK
Northern Dynasty Minerals LTD

Basic Materials
-10K
- 50.0%
$0.58 - $1.22 $5.8K - $12.2K
10K $11.5M
TRP
Tc Energy Corp

Energy
-69
- 1.36%
$44.29 - $49.27 $3.06K - $3.4K
5.02K $237M
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
-55
- 1.07%
$45.66 - $47.41 $2.51K - $2.61K
5.08K $238M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-309
- 2.47%
$42.5 - $46.71 $13.1K - $14.4K
12.2K $552M
AIG
American International Group, Inc.

Financial Services
-483
- 15.74%
$70.5 - $86.94 $34.1K - $42K
2.59K $225M
KMI
Kinder Morgan, Inc.

Energy
-1.55K
- 3.81%
$26.1 - $31.22 $40.4K - $48.3K
39K $1.11B
ECL
Ecolab Inc.

Basic Materials
-296
- 7.41%
$229.72 - $269.82 $68K - $79.9K
3.7K $938M
TJX
Tjx Companies Inc

Consumer Cyclical
-134
- 0.67%
$112.81 - $126.16 $15.1K - $16.9K
19.8K $2.41B
AZN
Astrazeneca PLC

Healthcare
-478
- 9.59%
$65.37 - $77.96 $31.2K - $37.3K
4.51K $331M
GPC
Genuine Parts CO

Consumer Cyclical
-42
- 0.93%
$115.91 - $129.02 $4.87K - $5.42K
4.46K $532M
Greystone Housing Impact Inv
-2.45K
- 13.88%
N/A
15.2K $187M
PLD
Prologis, Inc.

Real Estate
-1.11K
- 5.16%
$103.59 - $124.04 $115K - $138K
20.4K $2.29B
Global X Fds
-51
- 0.21%
N/A
24.2K $507M
HLN
Haleon PLC

Healthcare
-889
- 4.01%
$9.02 - $10.67 $8.02K - $9.49K
21.3K $219M
GD
General Dynamics Corp

Industrials
-29
- 1.7%
$241.94 - $272.58 $7.02K - $7.9K
1.68K $458M
SLB
Schlumberger Limited

Energy
-2.17K
- 7.61%
$38.4 - $43.74 $83.4K - $95K
26.4K $1.1B
AQN
Algonquin Power & Utilities Corp.

Utilities
-209
- 1.58%
$4.27 - $5.19 $892 - $1.08K
13K $66.9M
KR
Kroger CO

Consumer Defensive
-372
- 7.13%
$58.36 - $67.72 $21.7K - $25.2K
4.85K $328M
Ge Healthcare Technologies I
-213
- 1.99%
N/A
10.5K $847M
CINF
Cincinnati Financial Corp

Financial Services
-22
- 0.6%
$133.67 - $147.81 $2.94K - $3.25K
3.67K $541M
USCI
United States Commodity Index Funds Trust

ETFs
-100
- 3.26%
$66.48 - $72.3 $6.65K - $7.23K
2.97K $214M
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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