Pfg Private Wealth Management, LLC New Holdings in Q1 2025

Pfg Private Wealth Management, LLC

  • $161 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
434K
New
$24.21 - $25.09 $10.5M - $10.9M
434K $10.8M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
11.6K
New
$25.08 - $25.39 $292K - $296K
11.6K $294K
ORCL
Oracle Corp

Technology
1.69K
New
$139.81 - $186.47 $236K - $314K
1.69K $235K
ZTS
Zoetis Inc.

Healthcare
1.1K
New
$156.48 - $175.67 $172K - $193K
1.1K $180K
DGX
Quest Diagnostics Inc

Healthcare
818
New
N/A
818 $112K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
2.71K
New
$14.67 - $22.01 $39.8K - $59.7K
2.71K $41K
LOW
Lowes Companies Inc

Consumer Cyclical
82
New
$222.66 - $268.42 $18.3K - $22K
82 $19K
AFL
Aflac Inc

Financial Services
137
New
$100.99 - $111.19 $13.8K - $15.2K
137 $15K
BWXT
Bwx Technologies, Inc.

Industrials
155
New
$96.59 - $128.46 $15K - $19.9K
155 $15K
ADP
Automatic Data Processing Inc

Industrials
46
New
$286.85 - $318.64 $13.2K - $14.7K
46 $14K
LEU
Centrus Energy Corp

Energy
216
New
$62.21 - $119.74 $13.4K - $25.9K
216 $13K
ITW
Illinois Tool Works Inc

Industrials
45
New
$244.9 - $274.48 $11K - $12.4K
45 $11K
SMR
Nuscale Power Corp

Industrials
800
New
$14.16 - $29.08 $11.3K - $23.3K
800 $11K
SBUX
Starbucks Corp

Consumer Cyclical
114
New
$91.75 - $115.81 $10.5K - $13.2K
114 $11K
PAYX
Paychex Inc

Industrials
77
New
$136.06 - $154.52 $10.5K - $11.9K
77 $11K
JNJ
Johnson & Johnson

Healthcare
63
New
$142.06 - $167.7 $8.95K - $10.6K
63 $10K
NEE
Nextera Energy Inc

Utilities
143
New
$66.96 - $76.16 $9.58K - $10.9K
143 $10K
GD
General Dynamics Corp

Industrials
36
New
$241.94 - $272.58 $8.71K - $9.81K
36 $9K
SPGI
S&P Global Inc.

Financial Services
19
New
$478.26 - $543.77 $9.09K - $10.3K
19 $9K
LHX
L3 Harris Technologies, Inc.

Industrials
39
New
$194.65 - $222.86 $7.59K - $8.69K
39 $8K
GWW
W.W. Grainger, Inc.

Industrials
9
New
$953.54 - $1132.42 $8.58K - $10.2K
9 $8K
WEC
Wec Energy Group, Inc.

Utilities
72
New
$92.12 - $108.98 $6.63K - $7.85K
72 $7K
GE
General Electric CO

Industrials
32
New
$168.59 - $212.13 $5.39K - $6.79K
32 $6K
TGT
Target Corp

Consumer Defensive
55
New
$103.65 - $142.5 $5.7K - $7.84K
55 $5K
CL
Colgate Palmolive CO

Consumer Defensive
54
New
$85.68 - $97.5 $4.63K - $5.27K
54 $5K
AMT
American Tower Corp

Real Estate
21
New
$173.46 - $217.6 $3.64K - $4.57K
21 $4K
OHI
Omega Healthcare Investors Inc

Real Estate
125
New
$35.7 - $38.33 $4.46K - $4.79K
125 $4K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
165
New
$22.91 - $25.71 $3.78K - $4.24K
165 $4K
MS
Morgan Stanley

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

Consumer Defensive
100
New
$37.29 - $42.04 $3.73K - $4.2K
100 $3K
CSL
Carlisle Companies Inc

Industrials
9
New
$326.43 - $408.24 $2.94K - $3.67K
9 $3K
MRNA
Moderna, Inc.

Healthcare
84
New
$28.35 - $47.53 $2.38K - $3.99K
84 $2K
HPE
Hewlett Packard Enterprise CO

Technology
184
New
$14.77 - $24.42 $2.72K - $4.49K
184 $2K
FDVV
Fidelity High Dividend ETF

ETFs
58
New
$48.86 - $52.28 $2.83K - $3.03K
58 $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
LTC
Ltc Properties Inc

Real Estate
30
New
$33.46 - $36.14 $1K - $1.08K
30 $1K
SCHW
Schwab Charles Corp

Financial Services
13
New
$71.24 - $83.64 $926 - $1.09K
13 $1K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
61
New
$20.83 - $23.69 $1.27K - $1.45K
61 $1K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
36
New
$48.13 - $51.78 $1.73K - $1.86K
36 $1K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
20
New
$73.27 - $96.21 $1.47K - $1.92K
20 $1K
BBY
Best Buy CO Inc

Consumer Cyclical
27
New
$70.3 - $91.1 $1.9K - $2.46K
27 $1K
CRM
Salesforce, Inc.

Technology
3
New
$268.36 - $359.95 $805 - $1.08K
3 $0
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
10
New
$23.32 - $23.84 $233 - $238
10 $0
STCE
Schwab Strategic Tr Crypto The
63
New
N/A
63 $0
CSX
Csx Corp

Industrials
11
New
$29.11 - $33.67 $320 - $370
11 $0
Amplify ETF Tr
32
New
N/A
32 $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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