Pfg Investments, LLC Portfolio Holdings

Pfg Investments, LLC

  • $1.55 Trillion
  • Q3 2024

Pfg Investments, LLC has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.55 Trillion distributed in 1021 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $137B, Microsoft Corp with a value of $52.8B, Nvidia Corp with a value of $48.9B, Tesla, Inc. with a value of $32.4B, and Amazon Com Inc with a value of $29.2B.

Examining the 13F form we can see an increase of $148B in the current position value, from $1.4T to 1.55T.

Pfg Investments, LLC is based out at Woodbury, NY

Below you can find more details about Pfg Investments, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.55 Trillion
ETFs: $371 Billion
Technology: $348 Billion
Financial Services: $170 Billion
Consumer Cyclical: $118 Billion
Healthcare: $97.1 Billion
Communication Services: $88.2 Billion
Consumer Defensive: $73.1 Billion
Industrials: $68.4 Billion
Other: $162 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$565M
$189 Million 0.01% of portfolio
195,330
Q3 2024 Reduced 16.96%
$6.02B
$216 Million 0.01% of portfolio
1,963
Q3 2024 New
$1.34B
$206 Million 0.01% of portfolio
6,661
Q2 2024 Added 2.98%
$102B
$222 Million 0.01% of portfolio
3,505
Q3 2024 Reduced 11.06%
$68.4B
$226 Million 0.01% of portfolio
158
Q3 2024 New
$502M
$167 Million 0.01% of portfolio
12,326
Q3 2024 Added 12.93%
$18.1B
$203 Million 0.01% of portfolio
3,114
Q3 2024 Reduced 12.75%
$5.35B
$131 Million 0.01% of portfolio
14,430
Q3 2024 New
$4.03B
$230 Million 0.01% of portfolio
3,640
Q3 2024 New
$0
$147 Million 0.01% of portfolio
47,150
Q3 2024 Reduced 23.89%
$24.1B
$168 Million 0.01% of portfolio
16,746
Q3 2024 Added 43.75%
$10.9B
$205 Million 0.01% of portfolio
4,404
Q3 2024 New
$0
$155 Million 0.01% of portfolio
34,341
Q1 2024 New
$0
$145 Million 0.01% of portfolio
20,000
Q3 2024 New
$0
$204 Million 0.01% of portfolio
23,125
Q3 2024 New
$0
$123 Million 0.01% of portfolio
10,925
Q3 2024 Reduced 2.66%
$21.6B
$228 Million 0.01% of portfolio
3,275
Q3 2024 New
$124M
$52.4 Million 0.0% of portfolio
10,250
Q3 2024 New
$157M
$76.5 Million 0.0% of portfolio
25,750
Q3 2024 New
$787M
$36.4 Million 0.0% of portfolio
14,000
Q3 2024 Reduced 7.28%
$0
$62.2 Million 0.0% of portfolio
13,464
Q3 2024 Added 0.67%
$0
$76.9 Million 0.0% of portfolio
11,619
Q3 2024 New
$3.22B
$72.1 Million 0.0% of portfolio
13,226
Q3 2024 Reduced 42.92%
$51.2M
$12.9 Million 0.0% of portfolio
16,000
Q3 2024 Reduced 15.79%
$222M
$12.7 Million 0.0% of portfolio
20,200
Q2 2024 Reduced 1.46%
$70M
$3.3 Million 0.0% of portfolio
10,771
Q1 2024 New
$526M
$73.9 Million 0.0% of portfolio
19,200
Q1 2024 New
$1.05B
$59.5 Million 0.0% of portfolio
19,629
Q3 2024 Added 36.04%
$319M
$70.4 Million 0.0% of portfolio
94,025
Q3 2024 Added 215.38%
$154M
$35.9 Million 0.0% of portfolio
23,650
Q1 2024 New
$140M
$36.5 Million 0.0% of portfolio
10,200
Q1 2024 New
$77.8M
$29.9 Million 0.0% of portfolio
17,407
Q2 2024 Reduced 0.57%
$35.2M
$22.7 Million 0.0% of portfolio
10,000
Q2 2024 Reduced 0.1%
$3.14B
$47.6 Million 0.0% of portfolio
15,461
Q3 2024 Reduced 78.14%
$109M
$33.4 Million 0.0% of portfolio
12,501
Q2 2024 Added 25.0%
$78.3M
$44.1 Million 0.0% of portfolio
35,250
Q3 2024 New
$391M
$40.4 Million 0.0% of portfolio
29,519
Q3 2024 Reduced 13.44%
$29.9M
$16.2 Million 0.0% of portfolio
34,348
Q3 2024 Reduced 16.93%
$3.76M
$36.2 Million 0.0% of portfolio
70,000
Q1 2024 New
$40.1M
$33.5 Million 0.0% of portfolio
16,913
Q3 2024 New
$115M
$24.3 Million 0.0% of portfolio
19,000
Q2 2024 Reduced 58.7%
$3.36B
$11.5 Million 0.0% of portfolio
30,338
Q3 2024 Reduced 3.29%
$32.4M
$16.1 Million 0.0% of portfolio
15,300
Q3 2024 New
$263M
$19.8 Million 0.0% of portfolio
13,920
Q2 2024 Reduced 18.69%
$0
$52.6 Million 0.0% of portfolio
10,677
Q3 2024 New
$0
$52.1 Million 0.0% of portfolio
10,016
Q3 2024 New
$184M
$16.9 Million 0.0% of portfolio
12,423
Q3 2024 Added 8.31%
$141M
$15.5 Million 0.0% of portfolio
16,500
Q1 2024 New
$292M
$64.8 Million 0.0% of portfolio
35,000
Q3 2024 Added 6.06%

Summary

  • Portfolio
  • No. of Stocks 1,021
  • Current Value $1.55 Trillion
  • Prior Value $1.4 Trillion
  • Filing
  • Period Q3 2024
  • Filing Date October 23, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 131 stocks
  • Additional Purchases 469 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 353 stocks
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