Pfg Private Wealth Management, LLC Purchases in Q1 2025

Pfg Private Wealth Management, LLC

  • $161 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
86
+ 71.67%
$167.43 - $244.7 $14.4K - $21K
206 $34K
NKE
Nike, Inc.

Consumer Cyclical
114
+ 456.0%
$63.29 - $81.72 $7.22K - $9.32K
139 $8K
WEC
Wec Energy Group, Inc.

Utilities
72
New
$92.12 - $108.98 $6.63K - $7.85K
72 $7K
WMT
Walmart Inc.

Consumer Defensive
84
+ 41.58%
$84.5 - $105.05 $7.1K - $8.82K
286 $25K
GE
General Electric CO

Industrials
32
New
$168.59 - $212.13 $5.39K - $6.79K
32 $6K
EMR
Emerson Electric CO

Industrials
66
+ 157.14%
$108.64 - $131.17 $7.17K - $8.66K
108 $11K
CL
Colgate Palmolive CO

Consumer Defensive
54
New
$85.68 - $97.5 $4.63K - $5.27K
54 $5K
TGT
Target Corp

Consumer Defensive
55
New
$103.65 - $142.5 $5.7K - $7.84K
55 $5K
UNP
Union Pacific Corp

Industrials
4
+ 0.69%
$225.21 - $254.42 $901 - $1.02K
584 $137K
META
Meta Platforms, Inc.

Communication Services
21
+ 3.47%
$576.36 - $736.67 $12.1K - $15.5K
626 $360K
ALL
Allstate Corp

Financial Services
18
+ 600.0%
$180.99 - $210.18 $3.26K - $3.78K
21 $4K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
165
New
$22.91 - $25.71 $3.78K - $4.24K
165 $4K
AMT
American Tower Corp

Real Estate
21
New
$173.46 - $217.6 $3.64K - $4.57K
21 $4K
MS
Morgan Stanley

Financial Services
28
New
$111.68 - $141.08 $3.13K - $3.95K
28 $3K
CPB
Campbell Soup CO

Consumer Defensive
100
New
$37.29 - $42.04 $3.73K - $4.2K
100 $3K
PPG
Ppg Industries Inc

Basic Materials
28
New
$107.44 - $124.29 $3.01K - $3.48K
28 $3K
CEG
Constellation Energy Corp

Utilities
17
New
$201.63 - $347.44 $3.43K - $5.91K
17 $3K
CSL
Carlisle Companies Inc

Industrials
9
New
$326.43 - $408.24 $2.94K - $3.67K
9 $3K
HPE
Hewlett Packard Enterprise CO

Technology
184
New
$14.77 - $24.42 $2.72K - $4.49K
184 $2K
IGR
Cbre Global Real Estate Income Fund

Financial Services
400
New
$4.79 - $5.34 $1.92K - $2.14K
400 $2K
CXW
Core Civic, Inc.

Real Estate
100
New
$18.02 - $23.05 $1.8K - $2.31K
100 $2K
FDVV
Fidelity High Dividend ETF

ETFs
58
New
$48.86 - $52.28 $2.83K - $3.03K
58 $2K
MRNA
Moderna, Inc.

Healthcare
84
New
$28.35 - $47.53 $2.38K - $3.99K
84 $2K
AVB
Avalonbay Communities Inc

Real Estate
22
+ 3.91%
$207.86 - $228.08 $4.57K - $5.02K
584 $125K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
7
+ 11.29%
$196.12 - $229.48 $1.37K - $1.61K
69 $13K
SCHW
Schwab Charles Corp

Financial Services
13
New
$71.24 - $83.64 $926 - $1.09K
13 $1K
F
Ford Motor CO

Consumer Cyclical
77
+ 10.45%
$9.12 - $10.43 $702 - $803
814 $8K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
61
New
$20.83 - $23.69 $1.27K - $1.45K
61 $1K
BCE
Bce Inc

Communication Services
51
+ 69.86%
$22.14 - $25.18 $1.13K - $1.28K
124 $2K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
20
New
$73.27 - $96.21 $1.47K - $1.92K
20 $1K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
36
New
$48.13 - $51.78 $1.73K - $1.86K
36 $1K
BBY
Best Buy CO Inc

Consumer Cyclical
27
New
$70.3 - $91.1 $1.9K - $2.46K
27 $1K
LTC
Ltc Properties Inc

Real Estate
30
New
$33.46 - $36.14 $1K - $1.08K
30 $1K
Linde PLC
30
New
N/A
30 $0
CSX
Csx Corp

Industrials
11
New
$29.11 - $33.67 $320 - $370
11 $0
VNQ
Vanguard Specialized Funds Van

ETFs
3
New
$85.55 - $94.34 $257 - $283
3 $0
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
10
New
$23.32 - $23.84 $233 - $238
10 $0
ALCC
Alt C Acquisition Corp.

Financial Services
588
New
N/A
588 $0
CRM
Salesforce, Inc.

Technology
3
New
$268.36 - $359.95 $805 - $1.08K
3 $0
Blackrock Inc
13
+ 325.0%
N/A
17 $0
Amplify ETF Tr
32
New
N/A
32 $0
STCE
Schwab Strategic Tr Crypto The
63
New
N/A
63 $0
TOL
Toll Brothers, Inc.

Consumer Cyclical
198
+ 19.04%
$103.02 - $140.69 $20.4K - $27.9K
1.24K $130K
ABNB
Airbnb, Inc.

Consumer Cyclical
5
New
$119.38 - $161.42 $597 - $807
5 $0
Ishares Bitcoin Trust ETF
107
New
N/A
107 $0
Jacobs Solutions Inc
195
+ 19.16%
N/A
1.21K $0
Ishares Tr
23K
New
N/A
23K $0
Ishares Tr
420K
New
N/A
420K $0
GPS
Gap Inc

Consumer Cyclical
14
New
N/A
14 $0
Activity Summary
Buys All Purchases 126 New Holdings 67 Increased Positions 59 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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