PFG Investments
Latest statistics and disclosures from PFG Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, TSLA, PTY, MSFT, CEF, and represent 19.82% of PFG Investments's stock portfolio.
- Added to shares of these 10 stocks: GOVT, FV, IVV, NOBL, META, BRK.B, REGL, IYW, INTC, MMM.
- Started 51 new stock positions in DGRO, SPYV, VWO, NULV, TM, SCHN, BSX, GGN, BSTZ, GWW.
- Reduced shares in these 10 stocks: BIL, TIP, GSLC, LRCX, DIVO, USCI, CEF, IEO, Thomson Reuters Corp, .
- Sold out of its positions in ARKF, CTRA, RFI, RDVY, IEX, SPHD, SUB, IEO, JBL, Mei Pharma.
- PFG Investments was a net buyer of stock by $42M.
- PFG Investments has $564M in assets under management (AUM), dropping by 14.65%.
- Central Index Key (CIK): 0001973224
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Portfolio Holdings for PFG Investments
PFG Investments holds 519 positions in its portfolio as reported in the June 2023 quarterly 13F filing
PFG Investments has 519 total positions. Only the first 250 positions are shown.
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- Download the PFG Investments June 2023 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 7.4 | $42M | +2% | 216k | 193.97 |
|
| Tesla Motors (TSLA) | 4.6 | $26M | 99k | 261.77 |
|
|
| PIMCO Corporate Opportunity Fund (PTY) | 3.8 | $22M | +2% | 1.5M | 14.00 |
|
| Microsoft Corporation (MSFT) | 2.4 | $13M | +7% | 39k | 340.54 |
|
| Sprott Physical Gold & Silve Tr Unit (CEF) | 1.6 | $9.1M | -5% | 503k | 18.02 |
|
| Amazon (AMZN) | 1.5 | $8.6M | +8% | 66k | 130.36 |
|
| NVIDIA Corporation (NVDA) | 1.5 | $8.2M | +2% | 20k | 423.02 |
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| Hannon Armstrong (HASI) | 1.4 | $8.2M | 326k | 25.00 |
|
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 1.4 | $8.0M | -32% | 87k | 91.82 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.3 | $7.4M | +16% | 17k | 443.29 |
|
| Ishares Tr Msci Kld400 Soc (DSI) | 1.1 | $6.0M | 72k | 84.17 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.0 | $5.7M | -5% | 16k | 369.41 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $5.3M | +43% | 15k | 341.00 |
|
| Meta Platforms Cl A (META) | 0.9 | $5.1M | +51% | 18k | 286.98 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $5.1M | 43k | 119.70 |
|
|
| Investment Managers Ser Tr I Axs Change Finan (CHGX) | 0.9 | $5.0M | +7% | 159k | 31.27 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.8 | $4.8M | +2029% | 209k | 22.90 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.8 | $4.8M | +34% | 44k | 108.87 |
|
| First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) | 0.8 | $4.8M | +166% | 102k | 46.91 |
|
| Costco Wholesale Corporation (COST) | 0.7 | $4.2M | 7.7k | 538.41 |
|
|
| Cisco Systems (CSCO) | 0.7 | $4.0M | -3% | 77k | 51.74 |
|
| Vaneck Etf Trust Green Bond Etf (GRNB) | 0.7 | $3.9M | +6% | 168k | 23.30 |
|
| Tesla Note 2.000% 5/1 Call Option | 0.7 | $3.9M | -7% | 841.00 | 4615.05 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.7 | $3.8M | -6% | 36k | 106.07 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.7 | $3.7M | +35% | 17k | 220.28 |
|
| Johnson & Johnson (JNJ) | 0.6 | $3.5M | +9% | 21k | 165.52 |
|
| Procter & Gamble Company (PG) | 0.6 | $3.4M | 23k | 151.74 |
|
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.6 | $3.4M | +128% | 36k | 94.28 |
|
| Nushares Etf Tr Nuveen Esg Intl (NUDM) | 0.6 | $3.3M | 113k | 28.96 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.6 | $3.2M | -5% | 33k | 97.95 |
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $3.2M | +18% | 22k | 145.44 |
|
| Gladstone Ld (LAND) | 0.5 | $3.0M | +8% | 183k | 16.27 |
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.5 | $3.0M | 52k | 56.46 |
|
|
| Exxon Mobil Corporation (XOM) | 0.5 | $2.9M | +7% | 27k | 107.25 |
|
| International Business Machines (IBM) | 0.5 | $2.9M | +11% | 22k | 133.81 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $2.9M | 16k | 178.27 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $2.9M | +286% | 6.4k | 445.68 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.5 | $2.7M | -28% | 25k | 107.62 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $2.6M | -5% | 22k | 120.97 |
|
| Home Depot (HD) | 0.5 | $2.6M | +9% | 8.5k | 310.63 |
|
| Sprott Physical Gold Tr Unit (PHYS) | 0.5 | $2.6M | -9% | 176k | 14.92 |
|
| Visa Com Cl A (V) | 0.4 | $2.5M | +6% | 11k | 237.47 |
|
| Brookfield Renewable Corp Cl A Sub Vtg (BEPC) | 0.4 | $2.4M | +10% | 76k | 31.52 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $2.3M | 8.3k | 282.97 |
|
|
| UnitedHealth (UNH) | 0.4 | $2.3M | +17% | 4.9k | 480.65 |
|
| Sarepta Therapeutics (SRPT) | 0.4 | $2.3M | +5% | 20k | 114.52 |
|
| Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) | 0.4 | $2.3M | 33k | 71.42 |
|
|
| First Tr Exchange-traded Nas Clnedg Green (QCLN) | 0.4 | $2.3M | 45k | 51.16 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.4 | $2.3M | +45% | 30k | 74.33 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.4 | $2.3M | 4.4k | 507.30 |
|
|
| Prologis (PLD) | 0.4 | $2.2M | 18k | 122.63 |
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| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.4 | $2.2M | +203% | 31k | 70.27 |
|
| Innovative Industria A (IIPR) | 0.4 | $2.2M | 30k | 73.01 |
|
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.4 | $2.1M | +47% | 34k | 62.81 |
|
| Starbucks Corporation (SBUX) | 0.4 | $2.1M | +34% | 21k | 99.06 |
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| Pfizer (PFE) | 0.4 | $2.1M | +2% | 57k | 36.68 |
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| Verizon Communications (VZ) | 0.4 | $2.1M | -14% | 56k | 37.19 |
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| Brookfield Renewable Partner Partnership Unit (BEP) | 0.4 | $2.0M | 69k | 29.49 |
|
|
| Etf Managers Tr Etho Climate Lea (ETHO) | 0.4 | $2.0M | +3% | 38k | 53.25 |
|
| Abbvie (ABBV) | 0.3 | $1.9M | +11% | 15k | 134.73 |
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| Pimco Etf Tr Enhancd Short (EMNT) | 0.3 | $1.9M | +83% | 20k | 97.91 |
|
| Solaredge Technologies (SEDG) | 0.3 | $1.9M | -5% | 7.2k | 269.05 |
|
| Palo Alto Networks (PANW) | 0.3 | $1.9M | +4% | 7.4k | 255.51 |
|
| Pepsi (PEP) | 0.3 | $1.9M | +25% | 10k | 185.22 |
|
| Medtronic SHS (MDT) | 0.3 | $1.8M | -6% | 21k | 88.10 |
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| Consolidated Edison (ED) | 0.3 | $1.8M | -2% | 20k | 90.40 |
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| Proshares Tr Russ 2000 Divd (SMDV) | 0.3 | $1.8M | +114% | 30k | 59.14 |
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| Merck & Co (MRK) | 0.3 | $1.8M | +17% | 16k | 115.39 |
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| Wal-Mart Stores (WMT) | 0.3 | $1.8M | -16% | 11k | 157.17 |
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| Etf Ser Solutions Nationwide Nasdq (NUSI) | 0.3 | $1.8M | 82k | 21.55 |
|
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.3 | $1.8M | +19% | 35k | 50.14 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $1.8M | 3.6k | 488.99 |
|
|
| Stryker Corporation (SYK) | 0.3 | $1.8M | -8% | 5.7k | 305.11 |
|
| First Tr Exchange-traded Dorsey Wright (IFV) | 0.3 | $1.7M | -9% | 96k | 18.08 |
|
| 4068594 Enphase Energy (ENPH) | 0.3 | $1.7M | +2% | 10k | 167.48 |
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| Intel Corporation (INTC) | 0.3 | $1.7M | +168% | 51k | 33.44 |
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| Chevron Corporation (CVX) | 0.3 | $1.7M | 11k | 157.36 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $1.6M | +8% | 34k | 46.18 |
|
| Invesco Exchange Traded Fd T Dwa Momentum (PDP) | 0.3 | $1.6M | +163% | 20k | 81.03 |
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| Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 0.3 | $1.6M | +8% | 60k | 26.55 |
|
| CVS Caremark Corporation (CVS) | 0.3 | $1.5M | +11% | 22k | 69.13 |
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| Deere & Company (DE) | 0.3 | $1.5M | +2% | 3.8k | 405.24 |
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| Bank of America Corporation (BAC) | 0.3 | $1.5M | +25% | 54k | 28.69 |
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| 3M Company (MMM) | 0.3 | $1.5M | +221% | 15k | 100.09 |
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| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.3 | $1.5M | 40k | 36.99 |
|
|
| At&t (T) | 0.3 | $1.4M | +18% | 90k | 15.95 |
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| Vanguard Index Fds Value Etf (VTV) | 0.3 | $1.4M | +47% | 10k | 142.10 |
|
| Advanced Drain Sys Inc Del (WMS) | 0.3 | $1.4M | 13k | 113.78 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.2 | $1.4M | +23% | 28k | 50.82 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $1.4M | -8% | 2.7k | 521.73 |
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| Advanced Micro Devices (AMD) | 0.2 | $1.3M | +51% | 12k | 113.91 |
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| United Parcel Service CL B (UPS) | 0.2 | $1.3M | 7.4k | 179.25 |
|
|
| Gilead Sciences (GILD) | 0.2 | $1.3M | -5% | 17k | 77.07 |
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| Clearway Energy CL C (CWEN) | 0.2 | $1.3M | +7% | 46k | 28.56 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.2 | $1.3M | -44% | 14k | 87.30 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $1.2M | -10% | 16k | 75.66 |
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| American Water Works (AWK) | 0.2 | $1.2M | +27% | 8.5k | 142.75 |
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| Ishares Tr Select Divid Etf (DVY) | 0.2 | $1.2M | +90% | 11k | 113.30 |
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| Walt Disney Company (DIS) | 0.2 | $1.2M | +9% | 14k | 89.28 |
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| Global X Fds Nasdaq 100 Cover (QYLD) | 0.2 | $1.2M | 67k | 17.75 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $1.2M | 15k | 79.03 |
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| Eaton Corp SHS (ETN) | 0.2 | $1.2M | 5.9k | 201.11 |
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| Netflix (NFLX) | 0.2 | $1.2M | +16% | 2.7k | 440.49 |
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| Pimco Dynamic Income SHS (PDI) | 0.2 | $1.2M | +19% | 62k | 18.75 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $1.2M | +9% | 20k | 57.73 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $1.2M | +6% | 2.5k | 468.99 |
|
| Morgan Stanley Com New (MS) | 0.2 | $1.2M | +15% | 14k | 85.40 |
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| Oracle Corporation (ORCL) | 0.2 | $1.1M | +27% | 9.6k | 119.09 |
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| TJX Companies (TJX) | 0.2 | $1.1M | 13k | 84.79 |
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| Iron Mountain (IRM) | 0.2 | $1.1M | +5% | 20k | 56.82 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $1.1M | +58% | 20k | 55.33 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.2 | $1.1M | -6% | 17k | 65.44 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $1.1M | +234% | 15k | 73.03 |
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| American Tower Reit (AMT) | 0.2 | $1.1M | +2% | 5.7k | 193.94 |
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| Danaher Corporation (DHR) | 0.2 | $1.1M | +10% | 4.6k | 240.02 |
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| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.2 | $1.1M | -3% | 19k | 56.39 |
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| Qualcomm (QCOM) | 0.2 | $1.1M | -22% | 9.1k | 119.04 |
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| Novo-nordisk A S Adr (NVO) | 0.2 | $1.1M | -3% | 6.7k | 161.83 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $1.1M | +10% | 6.6k | 162.43 |
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| Select Sector Spdr Tr Technology (XLK) | 0.2 | $1.1M | +56% | 6.1k | 173.85 |
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| Corning Incorporated (GLW) | 0.2 | $1.1M | -13% | 30k | 35.04 |
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| Colgate-Palmolive Company (CL) | 0.2 | $1.0M | +3% | 14k | 77.04 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $1.0M | +7% | 6.5k | 157.82 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.2 | $1.0M | -6% | 11k | 97.46 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $1.0M | +3% | 2.6k | 393.28 |
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| Newmont Mining Corporation (NEM) | 0.2 | $996k | +18% | 23k | 42.66 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $981k | +25% | 10k | 97.84 |
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| McDonald's Corporation (MCD) | 0.2 | $977k | +5% | 3.3k | 298.43 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $976k | -28% | 6.5k | 149.64 |
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| Hawaiian Electric Industries (HE) | 0.2 | $971k | -6% | 27k | 36.20 |
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| Coca-Cola Company (KO) | 0.2 | $966k | +4% | 16k | 60.22 |
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| Goldman Sachs (GS) | 0.2 | $965k | +7% | 3.0k | 322.58 |
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| Bristol Myers Squibb (BMY) | 0.2 | $952k | +19% | 15k | 63.95 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $950k | -13% | 2.1k | 460.35 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $947k | +89% | 4.8k | 198.89 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $937k | 3.0k | 308.56 |
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| Vanguard World Fds Inf Tech Etf (VGT) | 0.2 | $933k | +18% | 2.1k | 442.26 |
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| Ventas (VTR) | 0.2 | $921k | -3% | 20k | 47.27 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.2 | $919k | +35% | 7.5k | 122.58 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $892k | +2% | 2.2k | 407.26 |
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| Ferrari Nv Ord (RACE) | 0.2 | $891k | -3% | 2.7k | 325.19 |
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| Invesco Exch Traded Fd Tr Ii Dwa Dev Mkts (PIZ) | 0.2 | $885k | -5% | 29k | 30.46 |
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| Invesco Exch Traded Fd Tr Ii Dwa Emerg Mkts (PIE) | 0.2 | $877k | -6% | 46k | 18.97 |
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| Xylem (XYL) | 0.2 | $868k | 7.7k | 112.61 |
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| Union Pacific Corporation (UNP) | 0.2 | $861k | -2% | 4.2k | 204.61 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.2 | $857k | 8.8k | 97.64 |
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| Ark Etf Tr Innovation Etf (ARKK) | 0.2 | $856k | +11% | 19k | 44.14 |
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| Portland Gen Elec Com New (POR) | 0.1 | $845k | 18k | 46.83 |
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| Broadcom (AVGO) | 0.1 | $840k | +26% | 968.00 | 867.30 |
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| National Health Investors (NHI) | 0.1 | $832k | -29% | 16k | 52.42 |
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| Kinder Morgan (KMI) | 0.1 | $830k | +290% | 48k | 17.22 |
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| Illinois Tool Works (ITW) | 0.1 | $815k | +3% | 3.3k | 250.13 |
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| salesforce (CRM) | 0.1 | $812k | +3% | 3.8k | 211.26 |
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| Block Cl A (SQ) | 0.1 | $808k | -9% | 12k | 66.57 |
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| Vanguard World Fds Health Car Etf (VHT) | 0.1 | $802k | -9% | 3.3k | 244.81 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $797k | +57% | 1.1k | 724.47 |
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| Lowe's Companies (LOW) | 0.1 | $793k | 3.5k | 225.69 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $789k | +96% | 11k | 72.69 |
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| Pimco Dynamic Income Oprnts Com Ben Shs (PDO) | 0.1 | $780k | +6% | 60k | 13.06 |
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| Digital Realty Trust (DLR) | 0.1 | $777k | 6.8k | 113.88 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.1 | $774k | NEW | 7.0k | 110.77 |
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| General Mills (GIS) | 0.1 | $768k | +15% | 10k | 76.70 |
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| Boeing Company (BA) | 0.1 | $766k | -7% | 3.6k | 211.17 |
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| Spdr Ser Tr S&p Biotech (XBI) | 0.1 | $764k | +72% | 9.2k | 83.20 |
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| Global X Fds S&p 500 Covered (XYLD) | 0.1 | $752k | +29% | 18k | 41.05 |
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| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.1 | $749k | +2% | 7.7k | 96.77 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $749k | -4% | 7.5k | 99.76 |
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| Target Corporation (TGT) | 0.1 | $748k | +2% | 5.7k | 131.91 |
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| Dollar General (DG) | 0.1 | $745k | +40% | 4.4k | 169.78 |
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $744k | -23% | 16k | 46.64 |
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| GSK Sponsored Adr (GSK) | 0.1 | $743k | +5% | 21k | 35.64 |
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| Trex Company (TREX) | 0.1 | $732k | 11k | 65.56 |
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| Prudential Financial (PRU) | 0.1 | $725k | 8.2k | 88.22 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $719k | +15% | 17k | 41.55 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $719k | +7% | 20k | 36.39 |
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| Realty Income (O) | 0.1 | $713k | -2% | 12k | 59.79 |
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| Altria (MO) | 0.1 | $708k | +15% | 16k | 45.30 |
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| Freeport-mcmoran CL B (FCX) | 0.1 | $701k | +4% | 18k | 40.00 |
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| Abbott Laboratories (ABT) | 0.1 | $701k | +7% | 6.4k | 109.03 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $698k | -21% | 8.6k | 81.08 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $694k | -6% | 5.2k | 132.73 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $693k | -2% | 6.5k | 106.72 |
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| Welltower Inc Com reit (WELL) | 0.1 | $689k | 8.5k | 80.89 |
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| SYSCO Corporation (SYY) | 0.1 | $688k | +7% | 9.3k | 74.20 |
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| Hologic (HOLX) | 0.1 | $687k | 8.5k | 80.97 |
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| Ark Etf Tr Ark Space Expl (ARKX) | 0.1 | $681k | -7% | 45k | 15.20 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $680k | 4.9k | 138.39 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $680k | +8% | 8.4k | 81.17 |
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| Vaneck Etf Trust Environmental Sr (EVX) | 0.1 | $672k | +2% | 4.2k | 161.61 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $672k | +46% | 6.7k | 99.65 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $663k | 14k | 48.88 |
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| Honeywell International (HON) | 0.1 | $659k | +7% | 3.2k | 207.49 |
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| FedEx Corporation (FDX) | 0.1 | $654k | +4% | 2.6k | 247.91 |
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| Nextera Energy (NEE) | 0.1 | $651k | +14% | 8.8k | 74.20 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $649k | +3% | 1.9k | 341.94 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $645k | +9% | 3.4k | 187.28 |
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| Carvana Cl A (CVNA) | 0.1 | $645k | +15% | 25k | 25.92 |
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| Ecolab (ECL) | 0.1 | $645k | +5% | 3.5k | 186.70 |
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| Nike CL B (NKE) | 0.1 | $640k | -15% | 5.8k | 110.37 |
|
| First Tr Exchange Traded Nasdq Cln Edge (GRID) | 0.1 | $635k | -3% | 6.0k | 105.13 |
|
| Shell Spon Ads (SHEL) | 0.1 | $628k | -13% | 10k | 60.38 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $627k | +2% | 6.1k | 102.94 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $622k | +10% | 8.6k | 72.62 |
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.1 | $610k | +19% | 9.6k | 63.60 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $603k | -3% | 20k | 30.11 |
|
| Mccormick & Co Com Non Vtg (MKC) | 0.1 | $602k | +10% | 6.9k | 87.23 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $601k | +8% | 2.2k | 275.12 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $597k | 6.6k | 89.74 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $592k | 47k | 12.70 |
|
|
| Axon Enterprise (AXON) | 0.1 | $590k | 3.0k | 195.12 |
|
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $579k | NEW | 7.7k | 75.62 |
|
| Automatic Data Processing (ADP) | 0.1 | $579k | -6% | 2.6k | 219.79 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $578k | +3% | 8.6k | 67.50 |
|
| Philip Morris International (PM) | 0.1 | $577k | -5% | 5.9k | 97.62 |
|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.1 | $576k | +3% | 18k | 31.35 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $567k | +12% | 2.5k | 229.70 |
|
| Mobileye Global Common Class A (MBLY) | 0.1 | $558k | +69% | 15k | 38.42 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $557k | -13% | 5.8k | 96.59 |
|
| Devon Energy Corporation (DVN) | 0.1 | $557k | 12k | 48.34 |
|
|
| Lumentum Hldgs (LITE) | 0.1 | $553k | -2% | 9.7k | 56.73 |
|
| Paypal Holdings (PYPL) | 0.1 | $549k | +11% | 8.2k | 66.73 |
|
| Sprott Physical Silver Tr Tr Unit (PSLV) | 0.1 | $547k | +48% | 70k | 7.79 |
|
| Cummins (CMI) | 0.1 | $547k | +4% | 2.2k | 245.11 |
|
| Amplify Etf Tr Blockchain Ldr (BLOK) | 0.1 | $546k | -12% | 24k | 22.75 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.1 | $544k | +7% | 8.6k | 63.53 |
|
| Spdr Ser Tr Spdr S&p 500 Etf (SPYX) | 0.1 | $538k | 15k | 36.17 |
|
|
| PIMCO Corporate Income Fund (PCN) | 0.1 | $536k | +14% | 41k | 13.11 |
|
| Proshares Tr Short S&p 500 Ne (SH) | 0.1 | $535k | +113% | 39k | 13.88 |
|
| Waste Management (WM) | 0.1 | $534k | -3% | 3.1k | 173.42 |
|
| Moderna (MRNA) | 0.1 | $533k | +2% | 4.4k | 121.50 |
|
| Rithm Capital Corp Com New (RITM) | 0.1 | $528k | 57k | 9.35 |
|
|
| Raytheon Technologies Corp (RTX) | 0.1 | $528k | +6% | 5.4k | 97.97 |
|
| Clorox Company (CLX) | 0.1 | $528k | 3.3k | 159.03 |
|
|
| Ark Etf Tr 3d Printing Etf (PRNT) | 0.1 | $527k | +25% | 23k | 23.46 |
|
| Ameresco Cl A (AMRC) | 0.1 | $517k | +3% | 11k | 48.63 |
|
| Skyworks Solutions (SWKS) | 0.1 | $515k | 4.7k | 110.70 |
|
|
| Micron Technology (MU) | 0.1 | $513k | -32% | 8.1k | 63.11 |
|
| Roper Industries (ROP) | 0.1 | $508k | 1.1k | 480.73 |
|
|
| Ardelyx (ARDX) | 0.1 | $508k | -5% | 150k | 3.39 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $508k | -2% | 3.1k | 161.21 |
|
| Phillips Edison & Co Common Stock (PECO) | 0.1 | $507k | -2% | 15k | 34.08 |
|
| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $506k | +10% | 16k | 31.63 |
|
| Paychex (PAYX) | 0.1 | $504k | +2% | 4.5k | 111.86 |
|
| Apollo Global Mgmt (APO) | 0.1 | $500k | +9% | 6.5k | 76.81 |
|
| General Electric Com New (GE) | 0.1 | $498k | -14% | 4.5k | 109.86 |
|
| Proshares Tr Short Qqq New (PSQ) | 0.1 | $498k | -9% | 47k | 10.57 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $496k | +132% | 3.3k | 152.24 |
|
| Atlantica Sustainable Infr P SHS (AY) | 0.1 | $496k | +24% | 21k | 23.44 |
|
| Universal Health Rlty Income Sh Ben Int (UHT) | 0.1 | $496k | +2% | 10k | 47.58 |
|
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.1 | $488k | -56% | 14k | 36.00 |
|
Past Filings by PFG Investments
SEC 13F filings are viewable for PFG Investments going back to 2023
- PFG Investments 2023 Q2 filed Aug. 3, 2023
- PFG Investments 2023 Q1 filed May 11, 2023