Pfg Private Wealth Management, LLC Sells in Q4 2024

Pfg Private Wealth Management, LLC

  • $174 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PWV
Invesco Exchange Traded Fd Tr

ETFs
-182K
- 99.57%
$56.33 - $61.73 $10.3M - $11.3M
782 $44K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-30.9K
- 43.49%
$126.68 - $134.74 $3.92M - $4.17M
40.2K $5.13M
MGV
Vanguard Mega Cap Value

ETFs
-1.72K
- 3.88%
$124.06 - $133.48 $213K - $229K
42.6K $5.32M
MCK
Mckesson Corp

Healthcare
-441
- 98.66%
$482.27 - $628.5 $213K - $277K
6 $3K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-293
- 20.65%
$131.66 - $144.0 $38.6K - $42.2K
1.13K $148K
DD
Du Pont De Nemours, Inc.

Basic Materials
-20
- 0.88%
$75.95 - $88.05 $1.52K - $1.76K
2.25K $171K
NXPI
Nxp Semiconductors N.V.

Technology
-2
- 0.26%
$207.27 - $255.58 $415 - $511
780 $162K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-91
- 17.3%
$370.24 - $418.94 $33.7K - $38.1K
435 $174K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-7
- 0.11%
$88.59 - $94.57 $620 - $662
6.14K $544K
TT
Trane Technologies PLC

Industrials
-3
- 0.43%
$369.35 - $419.14 $1.11K - $1.26K
698 $257K
ACN
Accenture PLC

Technology
-27
- 19.01%
$343.9 - $376.86 $9.29K - $10.2K
115 $40K
FIS
Fidelity National Information Services, Inc.

Technology
-21
- 0.9%
$80.14 - $90.95 $1.68K - $1.91K
2.31K $186K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-89
- 7.59%
$34.13 - $37.35 $3.04K - $3.32K
1.08K $36K
SHEL
Shell PLC

Energy
-6
- 0.25%
$60.63 - $70.23 $364 - $421
2.39K $150K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-23
- 27.71%
$316.94 - $357.88 $7.29K - $8.23K
60 $20K
PWR
Quanta Services, Inc.

Industrials
-57
- 7.58%
$296.05 - $346.6 $16.9K - $19.8K
695 $219K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-79
- 24.46%
$38.37 - $42.82 $3.03K - $3.38K
244 $9K
EFG
Msci Eafe Growth ETF

ETFs
-29
- 23.58%
$96.83 - $106.88 $2.81K - $3.1K
94 $9K
VB
Vanguard Small Cap ETF

ETFs
-16
- 25.0%
$233.76 - $261.58 $3.74K - $4.19K
48 $11K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-20
- 24.39%
$201.32 - $217.44 $4.03K - $4.35K
62 $12K
AVB
Avalonbay Communities Inc

Real Estate
-3
- 0.53%
$216.28 - $237.81 $649 - $713
562 $123K
VO
Vanguard Mid Cap ETF

ETFs
-13
- 23.64%
$261.5 - $284.63 $3.4K - $3.7K
42 $11K
IWP
Ishares Russell Mid Cap Growth

ETFs
-27
- 50.94%
$116.4 - $138.52 $3.14K - $3.74K
26 $3K
CVS
Cvs Health Corp

Healthcare
-13
- 24.53%
$43.78 - $67.46 $569 - $877
40 $1K
GIS
General Mills Inc

Consumer Defensive
-17
- 23.94%
$62.78 - $74.62 $1.07K - $1.27K
54 $3K
HAL
Halliburton CO

Energy
-49
- 41.88%
$25.77 - $31.99 $1.26K - $1.57K
68 $1K
NOC
Northrop Grumman Corp

Industrials
-3
- 25.0%
$466.52 - $543.88 $1.4K - $1.63K
9 $4K
RTX
Raytheon Technologies Corp

Industrials
-13
- 16.88%
$114.45 - $127.21 $1.49K - $1.65K
64 $7K
UNH
Unitedhealth Group Inc

Healthcare
-2
- 18.18%
$485.52 - $625.25 $971 - $1.25K
9 $4K
K
Kellogg CO

Consumer Defensive
-12
- 21.82%
$80.34 - $81.29 $964 - $975
43 $3K
TFC
Truist Financial Corp

Financial Services
-13
- 12.87%
$41.51 - $48.1 $540 - $625
88 $3K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
-18
- 24.32%
$40.26 - $44.35 $725 - $798
56 $2K
CMCSA
Comcast Corp

Communication Services
-20
- 24.69%
$37.39 - $45.14 $748 - $903
61 $2K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-5
- 19.23%
$89.9 - $100.66 $450 - $503
21 $1K
INVH
Invitation Homes Inc.

Real Estate
-6
- 30.0%
$31.4 - $34.69 $188 - $208
14 $0
SPMD
Spdr Portfolio

ETFs
-5
- 0.54%
$54.13 - $59.56 $271 - $298
917 $50K
Amentum Holdings Inc
-931
- 91.81%
N/A
83 $0
DG
Dollar General Corp

Consumer Defensive
-5
- 22.73%
$73.27 - $84.47 $366 - $422
17 $1K
DOCS
Doximity, Inc.

Healthcare
-5
- 41.67%
$41.25 - $61.25 $206 - $306
7 $0
TMUS
T Mobile Us, Inc.

Communication Services
-57
- 4.74%
$206.1 - $246.94 $11.7K - $14.1K
1.15K $252K
DIS
Walt Disney CO

Communication Services
-15
- 3.91%
$92.39 - $117.6 $1.39K - $1.76K
369 $41K
NVDA
Nvidia Corp

Technology
-543
- 8.63%
$117.0 - $148.88 $63.5K - $80.8K
5.75K $771K
MA
Mastercard Inc

Financial Services
-6
- 1.72%
$491.3 - $536.15 $2.95K - $3.22K
342 $180K
KR
Kroger CO

Consumer Defensive
-20
- 0.71%
$55.21 - $63.3 $1.1K - $1.27K
2.79K $170K
MAR
Marriott International Inc

Consumer Cyclical
-34
- 5.3%
$246.06 - $292.59 $8.37K - $9.95K
607 $169K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-241
- 9.53%
$172.07 - $207.36 $41.5K - $50K
2.29K $451K
AMP
Ameriprise Financial Inc

Financial Services
-42
- 7.19%
$473.15 - $574.01 $19.9K - $24.1K
542 $288K
AXP
American Express CO

Financial Services
-25
- 2.71%
$267.35 - $305.57 $6.68K - $7.64K
899 $266K
BX
Blackstone Inc.

Financial Services
-10
- 0.66%
$148.45 - $199.05 $1.48K - $1.99K
1.51K $260K
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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