Pfg Private Wealth Management, LLC Sells in Q3 2024

Pfg Private Wealth Management, LLC

  • $172 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-15.8K
- 29.88%
$520.18 - $576.82 $8.24M - $9.14M
37.2K $21.5M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-31.7K
- 30.83%
$117.9 - $128.2 $3.74M - $4.06M
71.1K $9.12M
NVDA
Nvidia Corp

Technology
-2.13K
- 25.32%
$98.91 - $134.91 $211K - $288K
6.29K $763K
ACN
Accenture PLC

Technology
-466
- 76.64%
$295.44 - $355.81 $138K - $166K
142 $50K
MGV
Vanguard Mega Cap Value

ETFs
-4.77K
- 9.72%
$118.0 - $128.28 $562K - $611K
44.3K $5.68M
KO
Coca Cola CO

Consumer Defensive
-2.27K
- 52.97%
$62.69 - $73.01 $142K - $166K
2.01K $144K
SHOP
Shopify Inc.

Technology
-1.33K
- 99.48%
$52.26 - $80.75 $69.5K - $107K
7 $0
DIVB
Ishares Tr U S Divid & Buyback

ETFs
-2.33K
- 25.33%
$43.97 - $48.45 $102K - $113K
6.87K $332K
AMZN
Amazon Com Inc

Consumer Cyclical
-215
- 7.81%
$161.02 - $200.0 $34.6K - $43K
2.54K $472K
IBDV
Ishares Tr

Technology
-3.44K
- 17.92%
$21.11 - $22.24 $72.6K - $76.5K
15.7K $349K
VV
Vanguard Large Cap ETF

ETFs
-171
- 65.02%
$236.92 - $263.4 $40.5K - $45K
92 $24K
MCK
Mckesson Corp

Healthcare
-1
- 0.22%
$479.06 - $630.38 $479 - $630
447 $220K
NXPI
Nxp Semiconductors N.V.

Technology
-53
- 6.35%
$225.14 - $290.78 $11.9K - $15.4K
782 $187K
MCD
Mcdonalds Corp

Consumer Cyclical
-124
- 86.71%
$245.82 - $304.51 $30.5K - $37.8K
19 $5K
SHEL
Shell PLC

Energy
-33
- 1.36%
$65.65 - $73.28 $2.17K - $2.42K
2.4K $158K
KR
Kroger CO

Consumer Defensive
-705
- 20.07%
$50.43 - $57.3 $35.6K - $40.4K
2.81K $160K
DIS
Walt Disney CO

Communication Services
-120
- 23.81%
$85.6 - $98.61 $10.3K - $11.8K
384 $36K
MAR
Marriott International Inc

Consumer Cyclical
-72
- 10.1%
$211.35 - $255.11 $15.2K - $18.4K
641 $159K
VTV
Vanguard Value ETF

ETFs
-137
- 16.87%
$159.75 - $174.57 $21.9K - $23.9K
675 $117K
LLY
Eli Lilly & CO

Healthcare
-2
- 0.43%
$772.14 - $960.02 $1.54K - $1.92K
463 $410K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-19
- 95.0%
$475.2 - $527.7 $9.03K - $10K
1 $0
UNP
Union Pacific Corp

Industrials
-92
- 13.88%
$221.78 - $256.09 $20.4K - $23.6K
571 $140K
CVX
Chevron Corp

Energy
-55
- 77.46%
$137.88 - $161.97 $7.58K - $8.91K
16 $2K
PM
Philip Morris International Inc.

Consumer Defensive
-33
- 52.38%
$101.25 - $127.45 $3.34K - $4.21K
30 $3K
PECO
Phillips Edison & Company, Inc.

Real Estate
-272
- 14.29%
$32.1 - $38.93 $8.73K - $10.6K
1.63K $61K
T
At&T Inc.

Communication Services
-50
- 33.33%
$18.21 - $22.28 $911 - $1.11K
100 $2K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
-25
- 9.8%
$31.67 - $39.16 $792 - $979
230 $8K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-12
- 33.33%
$6.71 - $8.78 $80.5 - $105
24 $0
Jacobs Solutions Inc
-123
- 10.82%
N/A
1.01K $0
KEY
Keycorp

Financial Services
-27
- 10.89%
$13.95 - $17.34 $377 - $468
221 $3K
AMGN
Amgen Inc

Healthcare
-2
- 0.39%
$309.38 - $337.38 $619 - $675
511 $164K
COST
Costco Wholesale Corp

Consumer Defensive
-2
- 0.77%
$801.83 - $917.05 $1.6K - $1.83K
257 $227K
MA
Mastercard Inc

Financial Services
-21
- 5.69%
$429.6 - $500.99 $9.02K - $10.5K
348 $171K
BX
Blackstone Inc.

Financial Services
-285
- 15.81%
$120.77 - $159.66 $34.4K - $45.5K
1.52K $232K
AVB
Avalonbay Communities Inc

Real Estate
-3
- 0.53%
$200.95 - $234.65 $603 - $704
565 $127K
FIS
Fidelity National Information Services, Inc.

Technology
-53
- 2.22%
$72.8 - $85.04 $3.86K - $4.51K
2.33K $195K
DD
Du Pont De Nemours, Inc.

Basic Materials
-30
- 1.31%
$77.22 - $89.49 $2.32K - $2.68K
2.27K $201K
AMP
Ameriprise Financial Inc

Financial Services
-11
- 1.85%
$391.53 - $469.81 $4.31K - $5.17K
584 $274K
SO
Southern CO

Utilities
-33
- 1.71%
$77.0 - $90.52 $2.54K - $2.99K
1.9K $171K
TOL
Toll Brothers, Inc.

Consumer Cyclical
-105
- 9.27%
$109.16 - $155.35 $11.5K - $16.3K
1.03K $158K
NFLX
Netflix Inc

Communication Services
-6
- 0.61%
$598.55 - $722.26 $3.59K - $4.33K
970 $687K
PWR
Quanta Services, Inc.

Industrials
-15
- 1.96%
$239.58 - $298.23 $3.59K - $4.47K
752 $224K
TMUS
T Mobile Us, Inc.

Communication Services
-22
- 1.8%
$175.14 - $206.36 $3.85K - $4.54K
1.2K $248K
AXP
American Express CO

Financial Services
-9
- 0.96%
$225.92 - $271.17 $2.03K - $2.44K
924 $250K
ANET
Arista Networks, Inc.

Technology
-7
- 0.63%
$311.42 - $388.21 $2.18K - $2.72K
1.11K $426K
TT
Trane Technologies PLC

Industrials
-5
- 0.71%
$314.21 - $388.71 $1.57K - $1.94K
701 $272K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-41
- 0.66%
$83.76 - $91.82 $3.43K - $3.76K
6.14K $560K
SPY
Spdr S&P 500 ETF Trust

ETFs
-7
- 0.45%
$517.38 - $573.86 $3.62K - $4.02K
1.55K $886K
AAPL
Apple Inc.

Technology
-14
- 0.21%
$207.23 - $234.82 $2.9K - $3.29K
6.8K $1.58M
Activity Summary
Buys All Purchases 54 New Holdings 16 Increased Positions 38 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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