Pfg Private Wealth Management, LLC has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $174 Million distributed in 239 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $24.2M, Spdr Portfolio with a value of $21.6M, Ishares Tr Ibonds Dec 2027 Ter with a value of $15.1M, Ishares Tr Ibonds Dec 2026 Ter with a value of $14.4M, and Vanguard Ftse Developed Market with a value of $13.7M.
Examining the 13F form we can see an increase of $2.35M in the current position value, from $172M to 174M.
Below you can find more details about Pfg Private Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$174 Million
ETFs: $159 Million
Technology: $5.78 Million
Communication Services: $2.08 Million
Financial Services: $1.72 Million
Consumer Cyclical: $1.63 Million
Healthcare: $1.09 Million
Consumer Defensive: $781,000
Industrials: $697,000
Other: $910,000
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
