PFG Private Wealth Management
Latest statistics and disclosures from PFG Private Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, VEA, VYM, IBDQ, IBDR, and represent 42.56% of PFG Private Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VYM (+$12M), IBHE (+$5.9M), IBHF (+$5.9M), IBHD (+$5.8M), IJH, IBMO, VEA, NVO, TT, SPLG.
- Started 9 new stock positions in SPMD, NVO, IBHE, NOW, VV, TT, IBHD, IBMO, Aeva Technologies.
- Reduced shares in these 10 stocks: DIVB (-$7.9M), IBDV (-$6.8M), IBDW (-$5.4M), SPYG, MGV, IBDS, IBDR, IVV, IBDQ, IBMN.
- Sold out of its positions in Aeva Technologies, APD, Ares Capital Corp convertible security, CME, DRI, DVN, EQIX, HON, RSPR, IVW. IWD, IYW, JNJ, VOOV, VONV, VTI, KLG, JCI, MDT.
- PFG Private Wealth Management was a net buyer of stock by $6.1M.
- PFG Private Wealth Management has $159M in assets under management (AUM), dropping by 6.96%.
- Central Index Key (CIK): 0001799957
Tip: Access up to 7 years of quarterly data
Positions held by PFG Private Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for PFG Private Wealth Management
PFG Private Wealth Management holds 225 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 17.5 | $28M | 53k | 525.73 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 8.2 | $13M | 261k | 50.17 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 7.5 | $12M | +980120% | 98k | 120.99 |
|
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 4.7 | $7.5M | -4% | 302k | 24.81 |
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 4.7 | $7.4M | -5% | 312k | 23.85 |
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 4.5 | $7.2M | -9% | 302k | 23.80 |
|
| Ishares Tr Ibonds Dec24 Etf (IBDP) | 4.4 | $7.1M | -2% | 282k | 25.05 |
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 4.1 | $6.6M | 263k | 24.91 |
|
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 4.1 | $6.5M | -29% | 90k | 73.15 |
|
| Ishares Tr Ibonds Dec 29 (IBDU) | 4.0 | $6.3M | 278k | 22.82 |
|
|
| Ishares Tr Ibonds 2026 Term (IBHF) | 3.7 | $5.9M | +43115% | 255k | 23.06 |
|
| Ishares Tr Ibonds 25 Trm Hg (IBHE) | 3.7 | $5.9M | NEW | 251k | 23.38 |
|
| Ishares Tr Ibonds 24 Trm Hg (IBHD) | 3.7 | $5.8M | NEW | 251k | 23.32 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 3.6 | $5.7M | -29% | 48k | 119.51 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 2.9 | $4.6M | +395% | 75k | 60.74 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 2.8 | $4.5M | +2% | 28k | 164.35 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 2.7 | $4.2M | 38k | 110.52 |
|
|
| Microsoft Corporation (MSFT) | 1.2 | $1.8M | 4.4k | 420.69 |
|
|
| Apple (AAPL) | 0.8 | $1.3M | +3% | 7.3k | 171.47 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $820k | -2% | 1.6k | 523.07 |
|
| NVIDIA Corporation (NVDA) | 0.5 | $783k | -18% | 866.00 | 903.58 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $628k | 1.5k | 420.52 |
|
|
| Netflix (NFLX) | 0.4 | $584k | -16% | 962.00 | 607.33 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.3 | $512k | 6.1k | 83.58 |
|
|
| Ishares Tr Ibonds Dec (IBMM) | 0.3 | $494k | -25% | 19k | 25.95 |
|
| Amazon (AMZN) | 0.3 | $491k | +7% | 2.7k | 180.38 |
|
| Ishares Tr Ibonds Dec 25 (IBMN) | 0.3 | $455k | -34% | 17k | 26.46 |
|
| Ishares Tr Ibonds Dec 26 (IBMO) | 0.3 | $438k | NEW | 17k | 25.35 |
|
| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.3 | $427k | -94% | 20k | 21.40 |
|
| Ishares Tr Core Divid Etf (DIVB) | 0.3 | $410k | -95% | 9.2k | 44.50 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.2 | $374k | +72% | 6.1k | 61.53 |
|
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.2 | $363k | +3% | 14k | 25.28 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $363k | -25% | 466.00 | 777.96 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $313k | 2.3k | 136.05 |
|
|
| Chipotle Mexican Grill (CMG) | 0.2 | $311k | 107.00 | 2906.77 |
|
|
| Arista Networks (ANET) | 0.2 | $311k | -5% | 1.1k | 289.98 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $268k | 1.8k | 152.26 |
|
|
| Ameriprise Financial (AMP) | 0.2 | $266k | 606.00 | 438.44 |
|
|
| Coca-Cola Company (KO) | 0.2 | $260k | 4.2k | 61.18 |
|
|
| Ishares Tr Exponential Tech (XT) | 0.2 | $255k | 4.3k | 59.62 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $240k | -8% | 1.8k | 131.37 |
|
| McKesson Corporation (MCK) | 0.2 | $239k | +4% | 446.00 | 536.85 |
|
| Novo-nordisk A S Adr (NVO) | 0.2 | $239k | NEW | 1.9k | 128.40 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $231k | 1.8k | 130.73 |
|
|
| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.1 | $228k | -95% | 11k | 20.49 |
|
| Automatic Data Processing (ADP) | 0.1 | $227k | 908.00 | 249.74 |
|
|
| Nxp Semiconductors N V (NXPI) | 0.1 | $214k | +2% | 864.00 | 247.77 |
|
| American Express Company (AXP) | 0.1 | $214k | +6% | 940.00 | 227.69 |
|
| Dollar General (DG) | 0.1 | $206k | 1.3k | 156.06 |
|
|
| Trane Technologies SHS (TT) | 0.1 | $202k | NEW | 674.00 | 300.20 |
|
| Quanta Services (PWR) | 0.1 | $202k | -16% | 778.00 | 259.80 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $201k | 580.00 | 346.61 |
|
|
| Shell Spon Ads (SHEL) | 0.1 | $199k | 3.0k | 67.04 |
|
|
| Metropcs Communications (TMUS) | 0.1 | $198k | 1.2k | 163.22 |
|
|
| Fidelity National Information Services (FIS) | 0.1 | $190k | 2.6k | 74.18 |
|
|
| Costco Wholesale Corporation (COST) | 0.1 | $188k | 256.00 | 732.63 |
|
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $186k | 1.4k | 131.24 |
|
|
| Dupont De Nemours (DD) | 0.1 | $180k | +3% | 2.4k | 76.67 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $179k | +72% | 1.2k | 150.93 |
|
| Marriott Intl Cl A (MAR) | 0.1 | $177k | 702.00 | 252.31 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $174k | 362.00 | 481.57 |
|
|
| Phillips 66 (PSX) | 0.1 | $174k | 1.1k | 163.34 |
|
|
| Union Pacific Corporation (UNP) | 0.1 | $171k | 697.00 | 245.93 |
|
|
| Jacobs Engineering Group (J) | 0.1 | $171k | +3% | 1.1k | 153.73 |
|
| Toll Brothers (TOL) | 0.1 | $150k | -11% | 1.2k | 129.37 |
|
| Zoetis Cl A (ZTS) | 0.1 | $148k | 877.00 | 169.21 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $148k | 440.00 | 337.05 |
|
|
| Amgen (AMGN) | 0.1 | $143k | +5% | 503.00 | 284.32 |
|
| Stmicroelectronics N V Ny Registry (STM) | 0.1 | $141k | 3.3k | 43.24 |
|
|
| Southern Company (SO) | 0.1 | $139k | +4614% | 1.9k | 71.74 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $137k | 2.4k | 58.06 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $133k | -53% | 814.00 | 162.86 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $125k | 434.00 | 288.03 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $117k | 1.0k | 113.66 |
|
|
| Lululemon Athletica (LULU) | 0.1 | $117k | +3% | 299.00 | 390.65 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $111k | 199.00 | 556.40 |
|
|
| AvalonBay Communities (AVB) | 0.1 | $106k | +3% | 573.00 | 185.56 |
|
| Nike CL B (NKE) | 0.1 | $105k | +4% | 1.1k | 93.98 |
|
| Meta Platforms Cl A (META) | 0.1 | $101k | -21% | 207.00 | 485.58 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $100k | 2.0k | 51.06 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $87k | +5% | 891.00 | 97.94 |
|
| Tesla Motors (TSLA) | 0.0 | $68k | +10% | 384.00 | 175.79 |
|
| Hca Holdings (HCA) | 0.0 | $66k | 199.00 | 333.53 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $63k | NEW | 263.00 | 239.76 |
|
| Pfizer (PFE) | 0.0 | $58k | 2.1k | 27.75 |
|
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.0 | $56k | 967.00 | 58.11 |
|
|
| Walt Disney Company (DIS) | 0.0 | $50k | +32% | 412.00 | 122.36 |
|
| Broadridge Financial Solutions (BR) | 0.0 | $50k | 246.00 | 204.86 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $48k | 101.00 | 478.66 |
|
|
| Pepsi (PEP) | 0.0 | $45k | 258.00 | 175.01 |
|
|
| UnitedHealth (UNH) | 0.0 | $45k | 91.00 | 494.70 |
|
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.0 | $45k | NEW | 836.00 | 53.34 |
|
| Digital World Acquisition Co Class A (DJT) | 0.0 | $43k | 697.00 | 61.96 |
|
|
| Duke Energy Corp Com New (DUK) | 0.0 | $43k | -75% | 440.00 | 96.71 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $42k | 1.2k | 35.84 |
|
|
| Vanguard World Utilities Etf (VPU) | 0.0 | $41k | 289.00 | 142.58 |
|
|
| McDonald's Corporation (MCD) | 0.0 | $40k | 143.00 | 281.95 |
|
|
| Servicenow (NOW) | 0.0 | $38k | NEW | 50.00 | 762.40 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $36k | 849.00 | 42.01 |
|
|
| America Movil Sab De Cv Spon Ads Rp Cl B (AMX) | 0.0 | $36k | 1.9k | 18.66 |
|
|
| Ishares U S Etf Tr Blackrock Sh Dur (NEAR) | 0.0 | $35k | 700.00 | 50.46 |
|
|
| Home Depot (HD) | 0.0 | $35k | 92.00 | 383.60 |
|
|
| Uranium Energy (UEC) | 0.0 | $34k | 5.0k | 6.75 |
|
|
| Lennar Corp Cl A (LEN) | 0.0 | $33k | 191.00 | 171.98 |
|
|
| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.0 | $29k | 512.00 | 56.17 |
|
|
| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.0 | $28k | 1.2k | 23.81 |
|
|
| Canadian Natl Ry (CNI) | 0.0 | $26k | 200.00 | 131.71 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $25k | 315.00 | 79.76 |
|
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $23k | +51% | 79.00 | 286.61 |
|
| Boeing Company (BA) | 0.0 | $19k | -6% | 100.00 | 192.99 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $18k | 90.00 | 201.50 |
|
|
| Intel Corporation (INTC) | 0.0 | $18k | 400.00 | 44.17 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $17k | 38.00 | 454.87 |
|
|
| Cytokinetics Com New (CYTK) | 0.0 | $17k | 240.00 | 70.11 |
|
|
| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.0 | $16k | 185.00 | 87.29 |
|
|
| Broadcom (AVGO) | 0.0 | $16k | 12.00 | 1325.42 |
|
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $15k | 82.00 | 187.35 |
|
|
| Pulte (PHM) | 0.0 | $15k | 126.00 | 120.62 |
|
|
| Eaton Corp SHS (ETN) | 0.0 | $15k | 48.00 | 312.69 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $15k | 64.00 | 228.59 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $14k | 55.00 | 249.85 |
|
|
| Chubb (CB) | 0.0 | $14k | 53.00 | 259.13 |
|
|
| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.0 | $14k | 394.00 | 34.82 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.0 | $14k | 68.00 | 200.29 |
|
|
| D.R. Horton (DHI) | 0.0 | $14k | 82.00 | 164.55 |
|
|
| Motorola Solutions Com New (MSI) | 0.0 | $14k | 38.00 | 354.97 |
|
|
| Merck & Co (MRK) | 0.0 | $13k | 100.00 | 131.95 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $13k | 123.00 | 103.79 |
|
|
| Wal-Mart Stores (WMT) | 0.0 | $12k | +200% | 201.00 | 60.17 |
|
| Exxon Mobil Corporation (XOM) | 0.0 | $12k | 101.00 | 116.24 |
|
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $12k | 323.00 | 36.19 |
|
|
| Enbridge (ENB) | 0.0 | $10k | 285.00 | 36.18 |
|
|
| Ford Motor Company (F) | 0.0 | $9.8k | 737.00 | 13.28 |
|
|
| Invesco Exchange Traded Fd T Invesco Msci (ERTH) | 0.0 | $9.7k | 230.00 | 42.26 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $9.7k | 100.00 | 96.73 |
|
|
| Hp (HPQ) | 0.0 | $9.2k | 305.00 | 30.22 |
|
|
| First Tr Exchange-traded Nas Clnedg Green (QCLN) | 0.0 | $8.8k | 255.00 | 34.68 |
|
|
| Ishares Tr Broad Usd High (USHY) | 0.0 | $8.8k | 240.00 | 36.59 |
|
|
| Enterprise Products Partners (EPD) | 0.0 | $8.8k | 300.00 | 29.18 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $8.0k | 18.00 | 444.89 |
|
|
| Raytheon Technologies Corp (RTX) | 0.0 | $7.5k | 77.00 | 97.53 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $7.5k | 39.00 | 191.87 |
|
|
| Southwest Airlines (LUV) | 0.0 | $7.3k | 250.00 | 29.19 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $7.0k | 61.00 | 114.15 |
|
|
| Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) | 0.0 | $6.6k | 145.00 | 45.37 |
|
|
| Alps Etf Tr Clean Energy (ACES) | 0.0 | $5.9k | 200.00 | 29.68 |
|
|
| Us Bancorp Del Com New (USB) | 0.0 | $5.9k | 131.00 | 44.70 |
|
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $5.7k | 350.00 | 16.34 |
|
|
| ConAgra Foods (CAG) | 0.0 | $5.6k | 190.00 | 29.64 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $5.4k | 100.00 | 54.23 |
|
|
| Visa Com Cl A (V) | 0.0 | $5.0k | 18.00 | 279.06 |
|
|
| General Mills (GIS) | 0.0 | $5.0k | 71.00 | 69.97 |
|
|
| Emerson Electric (EMR) | 0.0 | $4.8k | 42.00 | 113.43 |
|
|
| Danaher Corporation (DHR) | 0.0 | $4.7k | 19.00 | 249.74 |
|
|
| Halliburton Company (HAL) | 0.0 | $4.6k | 117.00 | 39.49 |
|
|
| Intuit (INTU) | 0.0 | $4.6k | 7.00 | 650.00 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $4.5k | 9.00 | 504.56 |
|
|
| West Pharmaceutical Services (WST) | 0.0 | $4.4k | 11.00 | 395.73 |
|
|
| BlackRock (BLK) | 0.0 | $4.2k | 5.00 | 833.80 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $3.9k | 101.00 | 38.98 |
|
|
| Key (KEY) | 0.0 | $3.9k | 248.00 | 15.81 |
|
|
| Verizon Communications (VZ) | 0.0 | $3.9k | -74% | 93.00 | 41.96 |
|
| Bank of America Corporation (BAC) | 0.0 | $3.7k | 98.00 | 37.80 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $3.6k | 21.00 | 170.67 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $3.5k | -74% | 81.00 | 43.35 |
|
| Omni (OMC) | 0.0 | $3.5k | 36.00 | 96.75 |
|
|
| Prudential Financial (PRU) | 0.0 | $3.4k | -96% | 29.00 | 117.41 |
|
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.0 | $3.3k | 42.00 | 79.45 |
|
|
| Kellogg Company (K) | 0.0 | $3.2k | 55.00 | 57.29 |
|
|
| Sun Life Financial (SLF) | 0.0 | $3.1k | 57.00 | 54.58 |
|
|
| International Paper Company (IP) | 0.0 | $3.1k | 79.00 | 39.03 |
|
|
| Edison International (EIX) | 0.0 | $3.0k | 42.00 | 70.74 |
|
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $3.0k | 29.00 | 102.28 |
|
|
| Ea Series Trust Marketdesk Focus (FDIV) | 0.0 | $2.9k | -89% | 105.00 | 28.08 |
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $2.8k | 48.00 | 58.58 |
|
|
| Citigroup Com New (C) | 0.0 | $2.8k | -35% | 44.00 | 63.25 |
|
| Ishares Tr Msci Usa Smcp Mn (SMMV) | 0.0 | $2.8k | 74.00 | 37.45 |
|
|
| Philip Morris International (PM) | 0.0 | $2.7k | 30.00 | 91.63 |
|
|
| Ishares Tr Msci Kld400 Soc (DSI) | 0.0 | $2.7k | 27.00 | 100.81 |
|
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $2.7k | +200% | 12.00 | 225.92 |
|
| Simon Property (SPG) | 0.0 | $2.7k | -32% | 17.00 | 156.47 |
|
| United Parcel Service CL B (UPS) | 0.0 | $2.5k | -10% | 17.00 | 148.65 |
|
| Sanofi Sponsored Adr (SNY) | 0.0 | $2.5k | 52.00 | 48.60 |
|
|
| Chevron Corporation (CVX) | 0.0 | $2.5k | 16.00 | 157.75 |
|
|
| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.0 | $2.5k | 120.00 | 20.93 |
|
|
| Cisco Systems (CSCO) | 0.0 | $2.5k | -80% | 50.00 | 49.92 |
|
| Gilead Sciences (GILD) | 0.0 | $2.5k | 34.00 | 73.26 |
|
|
| International Business Machines (IBM) | 0.0 | $2.5k | -31% | 13.00 | 190.92 |
|
| Bce Com New (BCE) | 0.0 | $2.5k | 73.00 | 33.99 |
|
|
| Target Corporation (TGT) | 0.0 | $2.5k | 14.00 | 177.21 |
|
|
| Roblox Corp Cl A (RBLX) | 0.0 | $2.3k | 60.00 | 38.18 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $2.3k | 100.00 | 22.75 |
|
|
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.0 | $2.3k | 26.00 | 87.23 |
|
|
| Abbvie (ABBV) | 0.0 | $2.2k | 12.00 | 182.08 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $1.9k | 2.00 | 970.50 |
|
|
| At&t (T) | 0.0 | $1.8k | 100.00 | 17.60 |
|
|
| Roku Com Cl A (ROKU) | 0.0 | $1.6k | 25.00 | 65.16 |
|
|
| First Solar (FSLR) | 0.0 | $1.0k | 6.00 | 168.83 |
|
|
| Trex Company (TREX) | 0.0 | $698.000100 | 7.00 | 99.71 |
|
|
| Invitation Homes (INVH) | 0.0 | $687.000100 | -5% | 19.00 | 36.16 |
|
| Kinder Morgan (KMI) | 0.0 | $650.998800 | +2% | 36.00 | 18.08 |
|
| Shopify Cl A (SHOP) | 0.0 | $540.000300 | 7.00 | 77.14 |
|
|
| Marvell Technology (MRVL) | 0.0 | $497.000000 | -12% | 7.00 | 71.00 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $481.000000 | -66% | 1.00 | 481.00 |
|
| Etsy (ETSY) | 0.0 | $481.000100 | 7.00 | 68.71 |
|
|
| Brookfield Infrastructure Com Sb Vtg Shs A (BIPC) | 0.0 | $396.000000 | 11.00 | 36.00 |
|
|
| Alcoa (AA) | 0.0 | $378.999500 | -8% | 11.00 | 34.45 |
|
| Virgin Galactic Holdings Inc virgin galactic holdings (SPCE) | 0.0 | $370.000000 | 250.00 | 1.48 |
|
|
| Six Flags Entertainment (SIX) | 0.0 | $342.000100 | 13.00 | 26.31 |
|
|
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $329.001000 | 30.00 | 10.97 |
|
|
| Doximity Cl A (DOCS) | 0.0 | $323.000400 | 12.00 | 26.92 |
|
|
| Camping World Hldgs Cl A (CWH) | 0.0 | $308.000000 | 11.00 | 28.00 |
|
|
| Staar Surgical Com Par $0.01 (STAA) | 0.0 | $267.999900 | 7.00 | 38.29 |
|
|
| Piedmont Lithium (PLL) | 0.0 | $253.000200 | 19.00 | 13.32 |
|
|
| Overstock (BYON) | 0.0 | $250.999700 | 7.00 | 35.86 |
|
|
| Iron Mountain (IRM) | 0.0 | $243.000000 | 3.00 | 81.00 |
|
|
| Aeva Technologies Com New | 0.0 | $235.998000 | NEW | 60.00 | 3.93 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $210.000000 | 24.00 | 8.75 |
|
|
| Chewy Cl A (CHWY) | 0.0 | $175.000100 | 11.00 | 15.91 |
|
|
| Lucid Group (LCID) | 0.0 | $143.000000 | 50.00 | 2.86 |
|
|
| Fulgent Genetics (FLGT) | 0.0 | $109.000000 | 5.00 | 21.80 |
|
|
| Redfin Corp (RDFN) | 0.0 | $73.000400 | 11.00 | 6.64 |
|
|
| Viatris (VTRS) | 0.0 | $60.000000 | 5.00 | 12.00 |
|
|
| Ashford Hospitality Tr Com Shs (AHT) | 0.0 | $31.999900 | 23.00 | 1.39 |
|
|
| Fubotv (FUBO) | 0.0 | $24.000000 | 15.00 | 1.60 |
|
Past Filings by PFG Private Wealth Management
SEC 13F filings are viewable for PFG Private Wealth Management going back to 2019
- PFG Private Wealth Management 2024 Q1 filed April 23, 2024
- PFG Private Wealth Management 2023 Q4 filed Jan. 22, 2024
- PFG Private Wealth Management 2023 Q3 filed Oct. 24, 2023
- PFG Private Wealth Management 2023 Q2 filed July 17, 2023
- PFG Private Wealth Management 2023 Q1 filed May 1, 2023
- PFG Private Wealth Management 2022 Q4 filed Jan. 19, 2023
- PFG Private Wealth Management 2022 Q3 filed Nov. 4, 2022
- PFG Private Wealth Management 2022 Q2 filed July 19, 2022
- PFG Private Wealth Management 2022 Q1 filed April 25, 2022
- PFG Private Wealth Management 2021 Q4 filed Jan. 27, 2022
- PFG Private Wealth Management 2021 Q3 filed Nov. 4, 2021
- PFG Private Wealth Management 2021 Q2 filed Aug. 2, 2021
- PFG Private Wealth Management 2021 Q1 filed May 7, 2021
- PFG Private Wealth Management 2020 Q4 filed Jan. 25, 2021
- PFG Private Wealth Management 2020 Q3 filed Nov. 3, 2020
- PFG Private Wealth Management 2020 Q2 filed Aug. 12, 2020