Pfg Private Wealth Management, LLC Incresed Positions in Q2 2025

Pfg Private Wealth Management, LLC

  • $170 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
461
+ 1.09%
$498.8 - $620.9 $230K - $286K
42.9K $26.6M
VEA
Vanguard Ftse Developed Market

ETFs
10.5K
+ 3.35%
$45.65 - $57.01 $481K - $600K
325K $18.5M
MSFT
Microsoft Corp

Technology
44
+ 0.98%
$354.56 - $497.45 $15.6K - $21.9K
4.52K $2.25M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.99K
+ 3.45%
$114.78 - $133.31 $228K - $265K
59.6K $7.95M
QUAL
Ishares Msci Usa Quality Facto

ETFs
687
+ 2.33%
$152.42 - $182.82 $105K - $126K
30.2K $5.52M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
12.9K
+ 2.96%
$24.31 - $25.29 $312K - $325K
447K $11.3M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
12.3K
+ 2.44%
$20.23 - $21.04 $248K - $258K
515K $10.8M
IBDV
Ishares Tr

Technology
11.9K
+ 2.47%
$21.28 - $21.98 $253K - $261K
492K $10.8M
NVDA
Nvidia Corp

Technology
663
+ 12.36%
$94.31 - $157.99 $62.5K - $105K
6.03K $952K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.29K
+ 1.94%
$51.16 - $62.02 $65.8K - $79.8K
67.5K $4.19M
ORCL
Oracle Corp

Technology
220
+ 13.05%
$122.82 - $218.63 $27K - $48.1K
1.91K $416K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
6.02K
+ 1.96%
$23.96 - $24.27 $144K - $146K
313K $7.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
103
+ 0.31%
$90.56 - $109.49 $9.33K - $11.3K
33.6K $3.67M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
94
+ 4.0%
$141.37 - $228.57 $13.3K - $21.5K
2.44K $553K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
3.89K
+ 1.24%
$22.7 - $23.33 $88.3K - $90.7K
317K $7.41M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
3.61K
+ 1.22%
$24.94 - $25.42 $90.1K - $91.9K
299K $7.59M
SPY
Spdr S&P 500 ETF Trust

ETFs
55
+ 3.56%
$496.48 - $617.85 $27.3K - $34K
1.6K $988K
META
Meta Platforms, Inc.

Communication Services
11
+ 1.76%
$484.66 - $738.09 $5.33K - $8.12K
637 $470K
PWR
Quanta Services, Inc.

Industrials
32
+ 4.12%
$239.47 - $381.26 $7.66K - $12.2K
808 $305K
TT
Trane Technologies PLC

Industrials
27
+ 3.85%
$315.21 - $437.41 $8.51K - $11.8K
728 $318K
AMZN
Amazon Com Inc

Consumer Cyclical
25
+ 1.03%
$167.32 - $223.3 $4.18K - $5.58K
2.45K $537K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
37
+ 4.82%
$456.74 - $568.03 $16.9K - $21K
805 $457K
IBM
International Business Machines Corp

Technology
43
+ 3.94%
$221.03 - $294.78 $9.5K - $12.7K
1.14K $334K
AXP
American Express CO

Financial Services
45
+ 5.34%
$231.39 - $318.98 $10.4K - $14.4K
887 $282K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
98
+ 1.41%
$58.41 - $72.69 $5.72K - $7.12K
7.04K $511K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
305
+ 5.61%
$45.98 - $56.15 $14K - $17.1K
5.75K $322K
AMP
Ameriprise Financial Inc

Financial Services
28
+ 5.21%
$422.19 - $533.73 $11.8K - $14.9K
565 $301K
BX
Blackstone Inc.

Financial Services
100
+ 6.38%
$120.07 - $151.11 $12K - $15.1K
1.67K $249K
KR
Kroger CO

Consumer Defensive
126
+ 4.49%
$64.62 - $74.0 $8.14K - $9.32K
2.94K $210K
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.36%
$908.13 - $1056.85 $908 - $1.06K
278 $275K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
76
+ 7.31%
$167.22 - $212.42 $12.7K - $16.1K
1.12K $220K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
182
+ 1.09%
$24.98 - $25.66 $4.55K - $4.67K
16.9K $431K
Ishares Tr
11.7K
+ 2.92%
N/A
413K $0
Ge Healthcare Technologies I
186
+ 7.2%
N/A
2.77K $0
Arista Networks Inc
208
+ 4.95%
N/A
4.41K $0
Ishares Tr
13.2K
+ 3.13%
N/A
433K $0
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
145
+ 9.7%
$483.48 - $539.8 $70.1K - $78.3K
1.64K $796K
LLY
Eli Lilly & CO

Healthcare
23
+ 5.3%
$713.71 - $898.95 $16.4K - $20.7K
457 $356K
TMUS
T Mobile Us, Inc.

Communication Services
55
+ 5.12%
$220.99 - $268.54 $12.2K - $14.8K
1.13K $269K
AAPL
Apple Inc.

Technology
173
+ 2.79%
$172.42 - $223.89 $29.8K - $38.7K
6.38K $1.31M
Activity Summary
Buys All Purchases 42 New Holdings 1 Increased Positions 41 Sells All Sells 7 Reductions 7 Sold out 0 Options Calls 0 Puts 0
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