Pfg Private Wealth Management, LLC Incresed Positions in Q4 2024

Pfg Private Wealth Management, LLC

  • $174 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
151K
+ 158.63%
$81.74 - $91.38 $12.3M - $13.8M
246K $21.6M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
323K
+ 105.07%
$23.88 - $24.32 $7.72M - $7.86M
631K $15.1M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
289K
+ 90.77%
N/A
608K $14.4M
IVV
Ishares Core S&P 500 ETF

ETFs
3.93K
+ 10.57%
$570.51 - $610.59 $2.24M - $2.4M
41.1K $24.2M
IBHE
Ishares Ibonds 2025 Term High

ETFs
17.6K
+ 6.56%
$23.08 - $23.28 $407K - $410K
286K $6.65M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
11.1K
+ 4.01%
$23.03 - $23.33 $256K - $260K
289K $6.68M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
7.6K
+ 2.36%
$25.0 - $25.11 $190K - $191K
329K $8.25M
AAPL
Apple Inc.

Technology
6
+ 0.09%
$221.69 - $259.02 $1.33K - $1.55K
6.81K $1.7M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
11.4K
+ 4.06%
$24.82 - $25.48 $282K - $290K
292K $7.27M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.47K
+ 2.52%
$113.92 - $127.38 $167K - $187K
59.9K $6.9M
TSLA
Tesla, Inc.

Consumer Cyclical
22
+ 7.91%
$213.65 - $479.86 $4.7K - $10.6K
300 $121K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
10.7K
+ 3.6%
$22.71 - $23.47 $244K - $252K
309K $7.05M
GOOGL
Alphabet Inc.

Communication Services
27
+ 2.28%
$161.86 - $196.66 $4.37K - $5.31K
1.21K $229K
SHOP
Shopify Inc.

Technology
256
+ 3657.14%
$78.14 - $119.49 $20K - $30.6K
263 $27K
META
Meta Platforms, Inc.

Communication Services
24
+ 4.13%
$554.08 - $632.68 $13.3K - $15.2K
605 $356K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
12
+ 1.19%
$193.7 - $235.05 $2.32K - $2.82K
1.02K $232K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
858
+ 4.5%
$26.55 - $26.67 $22.8K - $22.9K
19.9K $530K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2
+ 0.04%
$55.73 - $66.16 $111 - $132
5.38K $324K
COST
Costco Wholesale Corp

Consumer Defensive
7
+ 2.72%
$873.59 - $994.69 $6.12K - $6.96K
264 $241K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
27
+ 0.39%
$66.77 - $71.52 $1.8K - $1.93K
6.89K $475K
IBMO
Ishares Tr Ibonds December 202

ETFs
520
+ 2.52%
$25.4 - $25.62 $13.2K - $13.3K
21.2K $539K
QQQ
Invesco Qqq Trust, Series 1

ETFs
4
+ 3.31%
$481.22 - $538.17 $1.92K - $2.15K
125 $63K
PG
Procter & Gamble CO

Consumer Defensive
51
+ 5.24%
$161.05 - $179.7 $8.21K - $9.16K
1.02K $171K
MRK
Merck & Co., Inc.

Healthcare
211
+ 16.81%
$96.31 - $114.76 $20.3K - $24.2K
1.47K $145K
IBM
International Business Machines Corp

Technology
12
+ 1.12%
$204.9 - $238.04 $2.46K - $2.86K
1.08K $238K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
67
+ 6.58%
$96.64 - $101.23 $6.47K - $6.78K
1.09K $105K
UPS
United Parcel Service Inc

Industrials
9
+ 52.94%
$122.65 - $138.35 $1.1K - $1.25K
26 $3K
SONY
Sony Group Corp

Technology
400
+ 400.0%
$17.53 - $96.8 $7.01K - $38.7K
500 $10K
Jacobs Solutions Inc
4
+ 0.39%
N/A
1.02K $0
SCHD
Schwab Strategic Tr Us Dividen

ETFs
686
+ 200.0%
$26.93 - $84.95 $18.5K - $58.3K
1.03K $28K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
602
+ 3.95%
$24.94 - $26.14 $15K - $15.7K
15.8K $395K
XT
Ishares Tr Exponential Technol

ETFs
33
+ 0.77%
$58.7 - $62.72 $1.94K - $2.07K
4.31K $257K
UNP
Union Pacific Corp

Industrials
9
+ 1.58%
$223.15 - $249.32 $2.01K - $2.24K
580 $132K
PSX
Phillips 66

Energy
88
+ 7.69%
$110.35 - $138.93 $9.71K - $12.2K
1.23K $140K
SO
Southern CO

Utilities
31
+ 1.63%
$81.5 - $94.15 $2.53K - $2.92K
1.93K $159K
KO
Coca Cola CO

Consumer Defensive
24
+ 1.19%
$61.74 - $71.71 $1.48K - $1.72K
2.04K $126K
AMGN
Amgen Inc

Healthcare
29
+ 5.68%
$258.78 - $328.31 $7.5K - $9.52K
540 $140K
QUAL
Ishares Msci Usa Quality Facto

ETFs
46
+ 0.16%
$176.42 - $186.91 $8.12K - $8.6K
28.5K $5.08M
TOL
Toll Brothers, Inc.

Consumer Cyclical
12
+ 1.17%
$123.8 - $167.8 $1.49K - $2.01K
1.04K $130K
MSFT
Microsoft Corp

Technology
3
+ 0.07%
$406.35 - $454.46 $1.22K - $1.36K
4.52K $1.9M
LLY
Eli Lilly & CO

Healthcare
5
+ 1.08%
$727.2 - $932.06 $3.64K - $4.66K
468 $361K
NVO
Novo Nordisk A S

Healthcare
111
+ 5.76%
$85.0 - $120.04 $9.44K - $13.3K
2.04K $175K
VEA
Vanguard Ftse Developed Market

ETFs
22.6K
+ 8.54%
$47.57 - $52.44 $1.08M - $1.19M
287K $13.7M
Activity Summary
Buys All Purchases 63 New Holdings 19 Increased Positions 44 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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