Pfg Investments, LLC Portfolio Holdings

Pfg Investments, LLC

  • $1.56 Trillion
  • Q1 2025

Pfg Investments, LLC has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.56 Trillion distributed in 1017 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $115B, Microsoft Corp with a value of $46.5B, Nvidia Corp with a value of $41.9B, Tesla, Inc. with a value of $35.3B, and Amazon Com Inc with a value of $29.7B.

Examining the 13F form we can see an decrease of $47.9B in the current position value, from $1.61T to 1.56T.

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 $1.56 Trillion
ETFs: $400 Billion
Technology: $305 Billion
Financial Services: $190 Billion
Consumer Cyclical: $116 Billion
Communication Services: $88.6 Billion
Healthcare: $87 Billion
Consumer Defensive: $76.3 Billion
Industrials: $66.3 Billion
Other: $158 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$466 Million 0.03% of portfolio
43,567
Q1 2025 Added 31.81%
$0
$439 Million 0.03% of portfolio
10,835
Q1 2025 Reduced 4.42%
Oaktree Specialty Lending CO
-
$478 Million 0.03% of portfolio
-
Q1 2025 Added 1.57%
$4.25B
$537 Million 0.03% of portfolio
25,409
Q1 2025 Added 2.47%
$1.17B
$464 Million 0.03% of portfolio
80,071
Q1 2025 New
$0
$414 Million 0.03% of portfolio
29,860
Q1 2025 Reduced 7.48%
$0
$523 Million 0.03% of portfolio
5,655
Q1 2025 Reduced 3.13%
$504M
$494 Million 0.03% of portfolio
365,886
Q1 2025 Reduced 21.79%
$2.97B
$406 Million 0.03% of portfolio
4,621
Q1 2025 Reduced 2.14%
$0
$438 Million 0.03% of portfolio
22,967
Q1 2025 Reduced 0.33%
$0
$446 Million 0.03% of portfolio
13,707
Q1 2025 Added 1.16%
$27.1B
$508 Million 0.03% of portfolio
1,965
Q1 2025 Reduced 2.38%
$0
$409 Million 0.03% of portfolio
10,674
Q1 2025 Added 2.71%
$0
$404 Million 0.03% of portfolio
12,150
Q1 2025 New
$0
$410 Million 0.03% of portfolio
768
Q1 2025 Added 0.13%
$0
$506 Million 0.03% of portfolio
5,083
Q1 2025 Added 66.0%
$0
$442 Million 0.03% of portfolio
4,633
Q1 2025 Reduced 1.07%
$139B
$423 Million 0.03% of portfolio
5,401
Q1 2025 Reduced 0.41%
$0
$404 Million 0.03% of portfolio
15,402
Q1 2025 Added 0.68%
$0
$398 Million 0.03% of portfolio
17,001
Q1 2025 Reduced 1.16%
$0
$427 Million 0.03% of portfolio
17,165
Q1 2025 New
Genedx Holdings Corp
-
$432 Million 0.03% of portfolio
-
Q1 2025 Added 48.87%
Shopify Inc
-
$396 Million 0.03% of portfolio
-
Q1 2024 New
$49.3B
$495 Million 0.03% of portfolio
2,982
Q1 2025 Reduced 18.77%
$44.9B
$492 Million 0.03% of portfolio
3,367
Q1 2025 Reduced 26.87%
$9.01B
$421 Million 0.03% of portfolio
36,225
Q1 2025 Reduced 23.94%
Super Micro Computer Inc
-
$399 Million 0.03% of portfolio
-
Q1 2025 Reduced 35.33%
$0
$391 Million 0.03% of portfolio
18,967
Q1 2025 Reduced 4.25%
$10.1B
$468 Million 0.03% of portfolio
353
Q4 2024 Reduced 8.55%
$21.6B
$508 Million 0.03% of portfolio
9,290
Q1 2025 Added 233.81%
Thomson Reuters Corp
-
$450 Million 0.03% of portfolio
-
Q1 2025 Reduced 0.95%
$70.9B
$408 Million 0.03% of portfolio
295
Q1 2025 Added 3.87%
$57.9B
$414 Million 0.03% of portfolio
9,794
Q1 2025 Added 2.43%
$0
$445 Million 0.03% of portfolio
1,440
Q1 2025 Added 28.34%
$0
$426 Million 0.03% of portfolio
7,029
Q1 2025 Added 7.0%
$0
$523 Million 0.03% of portfolio
6,482
Q1 2025 Reduced 20.55%
$0
$476 Million 0.03% of portfolio
1,853
Q1 2025 Reduced 12.72%
Veralto Corp
-
$396 Million 0.03% of portfolio
-
Q1 2025 Reduced 5.03%
$19.8B
$506 Million 0.03% of portfolio
1,373
Q1 2025 Added 0.73%
$3.86B
$511 Million 0.03% of portfolio
48,291
Q1 2025 Reduced 7.16%
$9.47B
$509 Million 0.03% of portfolio
3,220
Q1 2025 Reduced 1.32%
$0
$474 Million 0.03% of portfolio
9,582
Q1 2025 Added 0.29%
$18.8B
$407 Million 0.03% of portfolio
7,819
Q1 2025 Reduced 1.88%
$288M
$239 Million 0.02% of portfolio
-
Q1 2025 Added 9.42%
$8.37B
$256 Million 0.02% of portfolio
4,888
Q1 2025 Reduced 4.85%
$14.2B
$313 Million 0.02% of portfolio
3,582
Q1 2025 Reduced 6.06%
$3.27B
$289 Million 0.02% of portfolio
4,043
Q1 2025 Reduced 6.15%
$3.06B
$354 Million 0.02% of portfolio
10,409
Q1 2025 Reduced 1.83%
$114B
$377 Million 0.02% of portfolio
685
Q1 2025 Added 0.29%

Summary

  • Portfolio
  • No. of Stocks 1,017
  • Current Value $1.56 Trillion
  • Prior Value $1.61 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 86 stocks
  • Additional Purchases 426 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 444 stocks
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