Pfg Private Wealth Management, LLC Portfolio Holdings
Pfg Private Wealth Management, LLC
- $161 Million
- Q1 2025
Pfg Private Wealth Management, LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $161 Million distributed in 262 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 $23.8M, Spdr Portfolio with a value of $19.7M, Vanguard Ftse Developed Market with a value of $16M, Ishares Tr Ibonds Dec 2032 Ter with a value of $10.8M, and Ishares Tr with a value of $10.4M.
Examining the 13F form we can see an decrease of $12.9M in the current position value, from $174M to 161M.
Below you can find more details about Pfg Private Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$161 Million
ETFs: $126 Million
Technology: $5.6 Million
Communication Services: $2.43 Million
Financial Services: $1.8 Million
Consumer Cyclical: $1.28 Million
Healthcare: $1.19 Million
Consumer Defensive: $859,000
Industrials: $756,000
Other: $1.08 Million