Pfg Private Wealth Management, LLC Incresed Positions in Q1 2025

Pfg Private Wealth Management, LLC

  • $161 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IBDW
Ishares Tr Ibonds Dec 2031 Ter
494K
+ 5945.59%
$20.1 - $20.8 $9.94M - $10.3M
503K $10.4M
IBDV
Ishares Tr

Technology
464K
+ 2946.89%
$21.11 - $21.73 $9.8M - $10.1M
480K $10.4M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
17.4K
+ 43.36%
$126.11 - $135.06 $2.2M - $2.35M
57.6K $7.43M
VEA
Vanguard Ftse Developed Market

ETFs
27.1K
+ 9.43%
$47.4 - $52.99 $1.28M - $1.44M
314K $16M
DIS
Walt Disney CO

Communication Services
5.28K
+ 1429.81%
$96.87 - $114.0 $511K - $601K
5.65K $557K
ACN
Accenture PLC

Technology
1.43K
+ 1240.87%
$300.91 - $398.25 $429K - $568K
1.54K $481K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
767
+ 76700.0%
$507.05 - $563.67 $389K - $432K
768 $394K
MGV
Vanguard Mega Cap Value

ETFs
421
+ 0.99%
$123.61 - $133.01 $52K - $56K
43K $5.54M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
4.36K
+ 1.41%
$22.61 - $23.14 $98.5K - $101K
314K $7.25M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
3.15K
+ 1.08%
$24.79 - $25.26 $78K - $79.5K
295K $7.45M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2
+ 0.13%
$442.66 - $534.52 $885 - $1.07K
1.5K $796K
PSX
Phillips 66

Energy
442
+ 35.85%
$113.93 - $131.55 $50.4K - $58.1K
1.68K $206K
NFLX
Netflix Inc

Communication Services
26
+ 2.72%
$828.4 - $1058.6 $21.5K - $27.5K
981 $914K
AMGN
Amgen Inc

Healthcare
35
+ 6.48%
$258.59 - $327.36 $9.05K - $11.5K
575 $179K
ABT
Abbott Laboratories

Healthcare
94
+ 9.13%
$111.1 - $140.22 $10.4K - $13.2K
1.12K $149K
IBM
International Business Machines Corp

Technology
8
+ 0.74%
$217.4 - $264.74 $1.74K - $2.12K
1.09K $271K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
858
+ 5.42%
$24.73 - $25.62 $21.2K - $22K
16.7K $426K
JPM
Jpmorgan Chase & CO

Financial Services
87
+ 228.95%
$225.19 - $279.95 $19.6K - $24.4K
125 $30K
COST
Costco Wholesale Corp

Consumer Defensive
13
+ 4.92%
$890.62 - $1076.86 $11.6K - $14K
277 $261K
KR
Kroger CO

Consumer Defensive
21
+ 0.75%
$58.36 - $67.72 $1.23K - $1.42K
2.81K $190K
CB
Chubb LTD

Financial Services
47
+ 88.68%
$257.71 - $301.99 $12.1K - $14.2K
100 $30K
CVX
Chevron Corp

Energy
70
+ 437.5%
$146.71 - $167.97 $10.3K - $11.8K
86 $14K
UNH
Unitedhealth Group Inc

Healthcare
18
+ 200.0%
$461.52 - $548.18 $8.31K - $9.87K
27 $14K
CSCO
Cisco Systems, Inc.

Technology
158
+ 316.0%
$58.74 - $64.87 $9.28K - $10.2K
208 $12K
DUK
Duke Energy Corp

Utilities
20
+ 4.29%
$105.87 - $121.97 $2.12K - $2.44K
486 $59K
MCD
Mcdonalds Corp

Consumer Cyclical
26
+ 136.84%
$279.74 - $321.29 $7.27K - $8.35K
45 $14K
PEP
Pepsico Inc

Consumer Defensive
57
+ 22.09%
$142.64 - $156.42 $8.13K - $8.92K
315 $47K
AVGO
Broadcom Inc.

Technology
86
+ 71.67%
$167.43 - $244.7 $14.4K - $21K
206 $34K
WMT
Walmart Inc.

Consumer Defensive
84
+ 41.58%
$84.5 - $105.05 $7.1K - $8.82K
286 $25K
NKE
Nike, Inc.

Consumer Cyclical
114
+ 456.0%
$63.29 - $81.72 $7.22K - $9.32K
139 $8K
EMR
Emerson Electric CO

Industrials
66
+ 157.14%
$108.64 - $131.17 $7.17K - $8.66K
108 $11K
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
AVB
Avalonbay Communities Inc

Real Estate
22
+ 3.91%
$207.86 - $228.08 $4.57K - $5.02K
584 $125K
BCE
Bce Inc

Communication Services
51
+ 69.86%
$22.14 - $25.18 $1.13K - $1.28K
124 $2K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
7
+ 11.29%
$196.12 - $229.48 $1.37K - $1.61K
69 $13K
F
Ford Motor CO

Consumer Cyclical
77
+ 10.45%
$9.12 - $10.43 $702 - $803
814 $8K
TOL
Toll Brothers, Inc.

Consumer Cyclical
198
+ 19.04%
$103.02 - $140.69 $20.4K - $27.9K
1.24K $130K
LYB
Lyondell Basell Industries N.V.

Basic Materials
10
+ 34.48%
$69.82 - $78.67 $698 - $787
39 $2K
CWH
Camping World Holdings, Inc.

Consumer Cyclical
39
+ 354.55%
$15.98 - $24.03 $623 - $937
50 $0
Ge Healthcare Technologies I
52
+ 2.05%
N/A
2.59K $0
Jacobs Solutions Inc
195
+ 19.16%
N/A
1.21K $0
Blackrock Inc
13
+ 325.0%
N/A
17 $0
SPMD
Spdr Portfolio

ETFs
51
+ 5.56%
$50.21 - $57.73 $2.56K - $2.94K
968 $49K
IWB
Ishares Tr Russell 1000 ETF

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