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
Ge Healthcare Technologies I
52
+ 2.05%
N/A
2.59K $0
FMAT
Fidelity Covington Tr Msci Mat

ETFs
11
New
$47.6 - $51.91 $524 - $571
11 $0
Ishares Tr
23.4K
New
N/A
23.4K $0
Ishares Tr
401K
New
N/A
401K $0
JETS
ETF Ser Solutions U S Global J

ETFs
32
New
$20.77 - $26.81 $665 - $858
32 $0
Innovator Etfs Trust
3.48K
New
N/A
3.48K $0
RNRG
Glbl X Funds Glbl X Yldco & Re

ETFs
21
New
$8.21 - $8.96 $172 - $188
21 $0
DXC
Dxc Technology CO

Technology
15
New
$16.43 - $22.61 $246 - $339
15 $0
IOCT
Innovator Etfs Tr Intl Dev Pow
1.03K
New
N/A
1.03K $0
LYB
Lyondell Basell Industries N.V.

Basic Materials
10
+ 34.48%
$69.82 - $78.67 $698 - $787
39 $2K
Innovator Etfs Trust
3.68K
New
N/A
3.68K $0
IWB
Ishares Tr Russell 1000 ETF

ETFs
17
+ 3.92%
$302.31 - $337.54 $5.14K - $5.74K
451 $138K
SPMD
Spdr Portfolio

ETFs
51
+ 5.56%
$50.21 - $57.73 $2.56K - $2.94K
968 $49K
DD
Du Pont De Nemours, Inc.

Basic Materials
7
+ 0.31%
$72.7 - $84.32 $509 - $590
2.25K $168K
FIS
Fidelity National Information Services, Inc.

Technology
28
+ 1.21%
$68.12 - $83.42 $1.91K - $2.34K
2.34K $174K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
52
+ 0.75%
$64.88 - $72.1 $3.37K - $3.75K
6.94K $456K
TT
Trane Technologies PLC

Industrials
3
+ 0.43%
$332.0 - $400.86 $996 - $1.2K
701 $236K
PWR
Quanta Services, Inc.

Industrials
81
+ 11.65%
$236.71 - $358.03 $19.2K - $29K
776 $197K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
22
+ 2.16%
$186.55 - $250.04 $4.1K - $5.5K
1.04K $209K
QUAL
Ishares Msci Usa Quality Facto

ETFs
955
+ 3.35%
$168.16 - $186.21 $161K - $178K
29.5K $5.04M
BX
Blackstone Inc.

Financial Services
59
+ 3.91%
$136.53 - $186.74 $8.06K - $11K
1.57K $219K
TSLA
Tesla, Inc.

Consumer Cyclical
4
+ 1.33%
$222.15 - $428.22 $889 - $1.71K
304 $78K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
64
+ 1.19%
$47.79 - $59.89 $3.06K - $3.83K
5.44K $273K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
62
+ 2.71%
$165.25 - $224.62 $10.2K - $13.9K
2.35K $389K
IVV
Ishares Core S&P 500 ETF

ETFs
1.32K
+ 3.2%
$554.06 - $615.85 $730K - $811K
42.4K $23.8M
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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