Pfg Private Wealth Management, LLC Sells in Q1 2025

Pfg Private Wealth Management, LLC

  • $161 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-576K
- 94.68%
N/A
32.4K $768K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-324K
- 51.33%
$23.9 - $24.18 $7.74M - $7.83M
307K $7.42M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-293K
- 89.07%
$25.05 - $25.16 $7.35M - $7.38M
36K $905K
IBHE
Ishares Ibonds 2025 Term High

ETFs
-283K
- 98.91%
$23.16 - $23.32 $6.56M - $6.61M
3.11K $72K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
-281K
- 97.52%
$23.13 - $23.41 $6.51M - $6.59M
7.15K $165K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-26.4K
- 44.06%
$102.49 - $119.96 $2.7M - $3.17M
33.5K $3.5M
SPYG
Spdr Portfolio

ETFs
-34
- 0.01%
$80.05 - $92.39 $2.72K - $3.14K
246K $19.7M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-12.9K
- 16.32%
$57.21 - $65.8 $739K - $849K
66.2K $3.86M
AAPL
Apple Inc.

Technology
-603
- 8.86%
$209.68 - $247.1 $126K - $149K
6.2K $1.38M
MSFT
Microsoft Corp

Technology
-43
- 0.95%
$375.39 - $447.2 $16.1K - $19.2K
4.48K $1.68M
NVDA
Nvidia Corp

Technology
-380
- 6.61%
$106.98 - $149.43 $40.7K - $56.8K
5.37K $581K
GOOGL
Alphabet Inc.

Communication Services
-787
- 64.93%
$154.33 - $206.19 $121K - $162K
425 $65K
GOOG
Alphabet Inc.

Communication Services
-300
- 17.05%
$156.06 - $207.71 $46.8K - $62.3K
1.46K $228K
AMZN
Amazon Com Inc

Consumer Cyclical
-110
- 4.34%
$190.26 - $242.06 $20.9K - $26.6K
2.43K $461K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-104
- 83.2%
$468.34 - $539.52 $48.7K - $56.1K
21 $9K
AXP
American Express CO

Financial Services
-57
- 6.34%
$255.39 - $325.87 $14.6K - $18.6K
842 $226K
AMP
Ameriprise Financial Inc

Financial Services
-5
- 0.92%
$472.29 - $575.13 $2.36K - $2.88K
537 $259K
NXPI
Nxp Semiconductors N.V.

Technology
-63
- 8.08%
$189.99 - $245.86 $12K - $15.5K
717 $136K
PG
Procter & Gamble CO

Consumer Defensive
-56
- 5.47%
$158.56 - $176.26 $8.88K - $9.87K
968 $164K
VBR
Vanguard Small Cap Value ETF

ETFs
-23
- 58.97%
$183.02 - $207.75 $4.21K - $4.78K
16 $2K
LLY
Eli Lilly & CO

Healthcare
-34
- 7.26%
$725.72 - $929.72 $24.7K - $31.6K
434 $358K
MA
Mastercard Inc

Financial Services
-18
- 5.26%
$504.67 - $576.31 $9.08K - $10.4K
324 $177K
SHOP
Shopify Inc.

Technology
-7
- 2.66%
$90.59 - $129.31 $634 - $905
256 $24K
IP
International Paper CO

Consumer Cyclical
-31
- 39.24%
$49.38 - $60.09 $1.53K - $1.86K
48 $2K
UPS
United Parcel Service Inc

Industrials
-2
- 7.69%
$109.66 - $136.26 $219 - $273
24 $2K
V
Visa Inc.

Financial Services
-5
- 27.78%
$306.92 - $362.71 $1.53K - $1.81K
13 $4K
PM
Philip Morris International Inc.

Consumer Defensive
-14
- 46.67%
$117.15 - $158.79 $1.64K - $2.22K
16 $2K
GILD
Gilead Sciences, Inc.

Healthcare
-8
- 23.53%
$89.14 - $117.41 $713 - $939
26 $2K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-23
- 1.31%
$50.87 - $51.09 $1.17K - $1.18K
1.74K $88K
Arista Networks Inc
-10
- 0.24%
N/A
4.21K $0
HAL
Halliburton CO

Energy
-18
- 26.47%
$24.15 - $29.9 $435 - $538
50 $1K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-17
- 7.08%
$36.63 - $37.45 $623 - $637
223 $8K
SIVR
Abrdn Silver ETF Trust

ETFs
-4
- 0.34%
$28.07 - $32.82 $112 - $131
1.18K $38K
SO
Southern CO

Utilities
-10
- 0.52%
$80.96 - $92.96 $810 - $930
1.92K $176K
SHEL
Shell PLC

Energy
-40
- 1.67%
$62.84 - $73.29 $2.51K - $2.93K
2.35K $172K
TMUS
T Mobile Us, Inc.

Communication Services
-70
- 6.11%
$211.3 - $272.83 $14.8K - $19.1K
1.08K $286K
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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