PFG Investments

Latest statistics and disclosures from PFG Investments's latest quarterly 13F-HR filing:

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Portfolio Holdings for PFG Investments

PFG Investments holds 1191 positions in its portfolio as reported in the March 2026 quarterly 13F filing

PFG Investments has 1191 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 6.2 $134M 528k 253.79
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NVIDIA Corporation (NVDA) 3.4 $73M 420k 174.40
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Tesla Motors (TSLA) 2.4 $51M 137k 371.75
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Microsoft Corporation (MSFT) 2.3 $50M +4% 134k 370.17
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 2.2 $47M -2% 920k 50.61
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Amazon (AMZN) 1.7 $37M +2% 177k 208.27
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Cornerstone Strategic Value (CLM) 1.4 $30M +37% 4.1M 7.28
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.4 $30M 46k 650.34
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Select Sector Spdr Tr State Street Tec (XLK) 1.3 $27M +19% 204k 132.90
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Pimco Dynamic Income SHS (PDI) 1.2 $26M +5% 1.5M 17.11
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Alphabet Cap Stk Cl A (GOOGL) 1.2 $26M +2% 89k 287.56
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Johnson & Johnson (JNJ) 1.2 $26M 105k 244.44
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Meta Platforms Cl A (META) 1.1 $25M -3% 43k 572.12
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Exxon Mobil Corporation (XOM) 1.1 $24M 143k 169.66
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.0 $23M +4% 39k 577.18
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JPMorgan Chase & Co. (JPM) 1.0 $21M +4% 71k 294.16
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Pimco Etf Tr Enhancd Short (EMNT) 0.9 $20M +2% 202k 98.92
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Alphabet Cap Stk Cl C (GOOG) 0.9 $19M 66k 286.86
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Costco Wholesale Corporation (COST) 0.8 $18M 18k 996.42
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Vaneck Etf Trust Green Bond Etf (GRNB) 0.8 $17M 725k 23.96
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Palantir Technologies Cl A (PLTR) 0.8 $16M +8% 111k 146.28
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Sprott Asset Management Physical Gold An (CEF) 0.7 $15M -2% 321k 47.72
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Spdr Gold Tr Gold Shs (GLD) 0.7 $15M -3% 34k 430.29
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Cisco Systems (CSCO) 0.6 $13M +3% 171k 77.59
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Wal-Mart Stores (WMT) 0.6 $13M -6% 104k 124.28
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $12M +29% 21k 597.55
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Spdr Series Trust State Street Spd (BIL) 0.6 $12M +19% 134k 91.64
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $12M +3% 25k 479.20
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Ishares Tr Esg Msci Kld 400 (DSI) 0.5 $12M +2% 96k 121.19
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Ea Series Trust Stance Sustainab (CHGX) 0.5 $11M 426k 26.82
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Verizon Communications (VZ) 0.5 $11M -10% 226k 50.20
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Broadcom (AVGO) 0.5 $11M 35k 309.51
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International Business Machines (IBM) 0.5 $10M 43k 242.39
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Advanced Micro Devices (AMD) 0.5 $10M +14% 51k 203.43
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Corning Incorporated (GLW) 0.5 $10M -3% 76k 135.97
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Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $10M -9% 32k 320.81
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.5 $10M +6% 72k 142.43
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Chevron Corporation (CVX) 0.5 $10M +5% 49k 206.90
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Pepsi (PEP) 0.5 $9.8M -12% 63k 155.29
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Manager Directed Portfolios Vert Glb Sust Re (VGSR) 0.4 $9.5M 919k 10.33
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Ishares Tr 0-3 Mnth Treasry (SGOV) 0.4 $9.1M +59% 91k 100.66
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Procter & Gamble Company (PG) 0.4 $9.0M +10% 62k 144.44
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Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.4 $8.9M 247k 36.11
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Eli Lilly & Co. (LLY) 0.4 $8.9M +11% 9.6k 919.79
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Visa Com Cl A (V) 0.4 $8.8M -3% 29k 302.24
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Sprott Asset Management Physical Gold Tr (PHYS) 0.4 $8.7M -5% 246k 35.44
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Netflix (NFLX) 0.4 $8.5M +6% 88k 96.15
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Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) 0.4 $8.4M 211k 39.83
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Pfizer (PFE) 0.4 $8.3M -4% 297k 28.08
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Hannon Armstrong (HASI) 0.4 $8.2M 224k 36.75
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First Tr Exchange-traded Nasdq Cln Edge (GRID) 0.4 $7.9M 48k 163.58
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.4 $7.7M 137k 56.68
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Abbvie (ABBV) 0.4 $7.7M 36k 217.49
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PIMCO Corporate Opportunity Fund (PTY) 0.4 $7.6M 627k 12.06
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Merck & Co (MRK) 0.3 $7.5M 62k 120.29
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At&t (T) 0.3 $7.4M 257k 28.99
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Consolidated Edison (ED) 0.3 $7.4M +2% 66k 113.18
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Home Depot (HD) 0.3 $7.2M 22k 328.90
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Oracle Corporation (ORCL) 0.3 $7.1M +14% 48k 147.11
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Bank of America Corporation (BAC) 0.3 $7.0M -12% 145k 48.75
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Caterpillar (CAT) 0.3 $6.5M +5% 9.2k 708.42
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Ge Aerospace Com New (GE) 0.3 $6.4M -4% 23k 283.77
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $6.4M +9% 207k 30.68
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Ge Vernova (GEV) 0.3 $6.3M 7.2k 872.93
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Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $6.1M -3% 42k 148.10
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Intel Corporation (INTC) 0.3 $6.1M -13% 138k 44.13
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United Parcel Svcs CL B (UPS) 0.3 $6.1M 62k 98.38
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Proshares Tr S&p 500 High Inc (ISPY) 0.3 $5.6M -6% 130k 43.35
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Enterprise Products Partners (EPD) 0.3 $5.6M 149k 37.84
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Neos Etf Trust Nasdaq 100 High (QQQI) 0.3 $5.6M +53% 113k 49.69
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Micron Technology (MU) 0.3 $5.6M -4% 17k 337.85
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Ishares Tr Core Msci Eafe (IEFA) 0.3 $5.5M +2% 61k 90.53
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Global X Fds Nasdaq 100 Cover (QYLD) 0.3 $5.4M +2% 316k 17.15
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Coca-Cola Company (KO) 0.3 $5.4M 71k 76.05
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Vanguard Specialized Funds Div App Etf (VIG) 0.2 $5.3M -2% 25k 215.06
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First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) 0.2 $5.3M -32% 87k 60.44
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Coreweave Com Cl A (CRWV) 0.2 $5.2M +73% 67k 77.47
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Boeing Company (BA) 0.2 $5.2M +2% 26k 199.03
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Philip Morris International (PM) 0.2 $5.1M 31k 165.34
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McDonald's Corporation (MCD) 0.2 $4.9M +3% 16k 310.79
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Ishares Tr Rus Tp200 Gr Etf (IWY) 0.2 $4.9M NEW 20k 248.83
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Ishares Tr Core Us Aggbd Et (AGG) 0.2 $4.8M 48k 99.27
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Ishares Tr Core S&p500 Etf (IVV) 0.2 $4.6M -33% 7.1k 653.20
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Energy Transfer Com Ut Ltd Ptn (ET) 0.2 $4.6M 239k 19.30
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Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.2 $4.6M +2% 14k 337.95
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.2 $4.6M -6% 19k 237.62
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Nextera Energy (NEE) 0.2 $4.5M 49k 92.88
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Altria (MO) 0.2 $4.5M -11% 68k 65.99
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Vanguard Index Fds Growth Etf (VUG) 0.2 $4.4M +10% 10k 436.80
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Ishares Tr Gl Clean Ene Etf (ICLN) 0.2 $4.4M 240k 18.29
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $4.3M 6.00 718140.00
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Mastercard Incorporated Cl A (MA) 0.2 $4.3M 8.5k 499.69
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Select Sector Spdr Tr State Street Con (XLY) 0.2 $4.2M +14% 38k 108.98
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $4.2M +8% 53k 79.27
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Vanguard World Esg Us Stk Etf (ESGV) 0.2 $4.2M 37k 112.27
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Raytheon Technologies Corp (RTX) 0.2 $4.1M 21k 192.90
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Select Sector Spdr Tr State Street Uti (XLU) 0.2 $4.0M 88k 45.89
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.2 $4.0M -2% 73k 55.52
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Duke Energy Corp Com New (DUK) 0.2 $4.0M 31k 130.94
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American Electric Power Company (AEP) 0.2 $4.0M +4% 30k 131.08
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $3.9M +33% 10k 383.39
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Neos Etf Trust Nasdaq 100 Hdgd (QQQH) 0.2 $3.8M 75k 51.25
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Vertiv Holdings Com Cl A (VRT) 0.2 $3.8M -9% 15k 250.57
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Goldman Sachs (GS) 0.2 $3.8M 4.5k 845.99
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Walt Disney Company (DIS) 0.2 $3.8M 39k 96.38
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Citigroup Com New (C) 0.2 $3.7M +14% 33k 113.41
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Asml Hldg Nv N Y Registry Shs (ASML) 0.2 $3.7M -3% 2.8k 1320.75
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Agnc Invt Corp Com reit (AGNC) 0.2 $3.7M +10% 365k 10.03
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Spdr Series Trust State Street Spd (SDY) 0.2 $3.6M +15% 25k 145.94
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Global X Fds S&p 500 Covered (XYLD) 0.2 $3.6M 91k 39.13
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Ishares Tr Ishares Semicdtr (SOXX) 0.2 $3.6M -5% 11k 328.65
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $3.5M -16% 48k 73.14
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Ishares Silver Tr Ishares (SLV) 0.2 $3.5M -17% 51k 68.14
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Amgen (AMGN) 0.2 $3.4M +26% 9.7k 351.84
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TJX Companies (TJX) 0.2 $3.4M 21k 159.70
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Deere & Company (DE) 0.2 $3.4M +2% 6.0k 563.28
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Qualcomm (QCOM) 0.2 $3.4M +12% 26k 128.78
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Vanguard Index Fds Value Etf (VTV) 0.2 $3.3M 17k 196.20
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Crowdstrike Hldgs Cl A (CRWD) 0.2 $3.3M +18% 8.5k 390.43
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General Motors Company (GM) 0.2 $3.3M +285% 44k 74.50
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Neos Etf Trust Neos S&p 500 Hi (SPYI) 0.2 $3.3M +3% 66k 49.37
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Uber Technologies (UBER) 0.2 $3.3M -5% 45k 71.93
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Ishares Tr Russell 2000 Etf (IWM) 0.2 $3.3M +18% 13k 248.01
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $3.2M -2% 30k 106.01
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Palo Alto Networks (PANW) 0.1 $3.2M +9% 20k 160.32
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Select Sector Spdr Tr State Street Ene (XLE) 0.1 $3.1M 51k 61.26
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InterDigital (IDCC) 0.1 $3.1M +4% 10k 302.00
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Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.1 $3.1M 140k 22.33
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Lockheed Martin Corporation (LMT) 0.1 $3.1M -11% 5.1k 604.37
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Gladstone Ld (LAND) 0.1 $3.0M 298k 10.20
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Emerson Electric (EMR) 0.1 $3.0M +20% 23k 131.02
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Valero Energy Corporation (VLO) 0.1 $3.0M -4% 12k 247.09
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $3.0M 21k 141.42
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Proshares Tr Nasdaq 100 High (IQQQ) 0.1 $3.0M +12% 72k 41.69
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Morgan Stanley Com New (MS) 0.1 $3.0M +2% 18k 164.57
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Blackstone Group Inc Com Cl A (BX) 0.1 $2.9M 26k 114.99
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Vanguard Index Fds Mid Cap Etf (VO) 0.1 $2.9M +2% 10k 287.18
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Applied Materials (AMAT) 0.1 $2.9M 8.5k 341.81
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UnitedHealth (UNH) 0.1 $2.9M -9% 11k 270.58
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Wheaton Precious Metals Corp (WPM) 0.1 $2.9M 22k 131.01
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $2.9M +11% 33k 86.69
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Bristol Myers Squibb (BMY) 0.1 $2.8M -18% 46k 60.65
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Honeywell International (HON) 0.1 $2.8M 12k 226.03
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State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.1 $2.8M +35% 6.0k 463.20
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Etfis Ser Tr I Virtus Reaves Ut (UTES) 0.1 $2.8M -3% 35k 79.90
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First Tr Exchange-traded SHS (FDL) 0.1 $2.7M +3% 53k 50.80
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American Express Company (AXP) 0.1 $2.7M +13% 8.8k 302.47
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Nuveen Ins Ny Tx Fr Adv Mun (NRK) 0.1 $2.7M +6% 261k 10.21
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Annaly Capital Management In Com New (NLY) 0.1 $2.7M +13% 126k 21.15
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S&p Global (SPGI) 0.1 $2.6M +38% 6.2k 425.31
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MPLX Com Unit Rep Ltd (MPLX) 0.1 $2.6M 46k 57.07
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Ishares Core Msci Emkt (IEMG) 0.1 $2.6M +5% 37k 69.75
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Lowe's Companies (LOW) 0.1 $2.6M 11k 236.27
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Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $2.6M -11% 33k 77.18
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Union Pacific Corporation (UNP) 0.1 $2.5M 10k 242.61
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Prologis (PLD) 0.1 $2.5M +7% 19k 132.18
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Gilead Sciences (GILD) 0.1 $2.5M +46% 18k 139.37
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Public Service Enterprise (PEG) 0.1 $2.5M +8% 31k 80.95
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Phillips 66 (PSX) 0.1 $2.5M -2% 14k 182.18
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Eagle Pt Cr (ECC) 0.1 $2.5M -22% 652k 3.76
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Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.1 $2.4M -15% 57k 42.31
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Warner Bros Discovery Com Ser A (WBD) 0.1 $2.4M -5% 88k 27.46
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Ishares Tr U.s. Tech Etf (IYW) 0.1 $2.4M -12% 13k 181.42
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Iron Mountain (IRM) 0.1 $2.4M -6% 24k 102.14
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Johnson Controls Internation SHS (JCI) 0.1 $2.4M 18k 130.95
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Ford Motor Company (F) 0.1 $2.4M -3% 204k 11.54
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Nuveen CA Dividend Advantage Muni. Fund (NAC) 0.1 $2.3M +4% 198k 11.65
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Vanguard Index Fds Small Cp Etf (VB) 0.1 $2.3M +5% 8.8k 261.92
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Marvell Technology (MRVL) 0.1 $2.3M +23% 23k 99.05
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Colgate-Palmolive Company (CL) 0.1 $2.3M +13% 27k 85.23
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Dominion Resources (D) 0.1 $2.3M +264% 37k 61.82
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Southern Company (SO) 0.1 $2.3M -5% 23k 96.52
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Realty Income (O) 0.1 $2.3M +5% 37k 61.18
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Ishares Tr Us Aer Def Etf (ITA) 0.1 $2.2M +5% 10k 218.75
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Royal Gold (RGLD) 0.1 $2.2M +4% 8.7k 254.49
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Fidelity Natl Finl Com Shs (FNF) 0.1 $2.2M +4% 47k 46.38
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $2.2M +43% 22k 100.57
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Nebius Group Shs Class A (NBIS) 0.1 $2.2M -41% 21k 103.76
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BP Sponsored Adr (BP) 0.1 $2.1M +11% 46k 47.00
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Select Sector Spdr Tr State Street Fin (XLF) 0.1 $2.1M -3% 43k 49.37
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American Water Works (AWK) 0.1 $2.1M +18% 16k 136.09
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J P Morgan Exchange Traded F Income Etf (JPIE) 0.1 $2.1M -25% 46k 46.07
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salesforce (CRM) 0.1 $2.1M 11k 186.67
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Sprott Asset Management Physical Silver (PSLV) 0.1 $2.1M -8% 85k 24.39
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Vanguard World Inf Tech Etf (VGT) 0.1 $2.1M -46% 3.0k 697.75
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Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) 0.1 $2.1M +5% 77k 26.96
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Intuitive Surgical Com New (ISRG) 0.1 $2.1M 4.5k 460.99
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3M Company (MMM) 0.1 $2.1M -2% 14k 145.23
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Ishares Tr Core S&p Scp Etf (IJR) 0.1 $2.1M -6% 17k 124.31
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First Tr Exchange Traded Dorsey Wright (IFV) 0.1 $2.0M +163% 80k 25.27
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $2.0M +21% 24k 82.75
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Wiley John & Sons CL B (WLYB) 0.1 $2.0M 54k 37.53
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Adma Biologics (ADMA) 0.1 $2.0M +4% 223k 9.01
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Select Sector Spdr Tr State Street Hea (XLV) 0.1 $2.0M +4% 14k 146.61
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Asa Gold And Precious Mtls L SHS (ASA) 0.1 $2.0M 32k 62.03
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Shell Spon Ads (SHEL) 0.1 $1.9M -3% 21k 93.00
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Ishares Tr Select Divid Etf (DVY) 0.1 $1.9M -3% 13k 151.41
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $1.9M +29% 24k 78.41
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Ark Etf Tr Innovation Etf (ARKK) 0.1 $1.9M -3% 28k 67.59
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Quanta Services (PWR) 0.1 $1.9M +262% 3.4k 549.05
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Cummins (CMI) 0.1 $1.9M 3.5k 538.06
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $1.9M +11% 9.7k 191.91
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Eaton Corp SHS (ETN) 0.1 $1.9M +21% 5.2k 357.69
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Ishares S&p Gsci Commodity- Unit Ben Int (GSG) 0.1 $1.8M +6% 57k 32.25
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Global X Fds Artificial Etf (AIQ) 0.1 $1.8M -52% 39k 46.67
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $1.8M +3% 4.3k 426.45
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Fidelity Covington Trust High Divid Etf (FDVV) 0.1 $1.8M +4% 33k 55.24
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Ishares Gold Tr Ishares New (IAU) 0.1 $1.8M -37% 20k 88.16
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $1.8M +13% 9.4k 191.82
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Starbucks Corporation (SBUX) 0.1 $1.8M 20k 89.59
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ConocoPhillips (COP) 0.1 $1.8M -2% 14k 132.00
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Automatic Data Processing (ADP) 0.1 $1.8M +3% 8.8k 203.17
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Cme (CME) 0.1 $1.8M 6.0k 295.35
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Franco-Nevada Corporation (FNV) 0.1 $1.8M 7.2k 247.06
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Ishares Tr Core High Dv Etf (HDV) 0.1 $1.8M +11% 13k 135.72
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Abbott Laboratories (ABT) 0.1 $1.8M +2% 17k 102.67
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Wisdomtree Tr Equity Premium (WTPI) 0.1 $1.8M +2% 56k 31.91
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Ciena Corp Com New (CIEN) 0.1 $1.8M -16% 4.6k 388.23
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Arm Holdings Sponsored Ads (ARM) 0.1 $1.8M -7% 12k 151.28
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Spdr Series Trust State Street Spd (XBI) 0.1 $1.7M -5% 14k 127.73
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Invesco Db Multi-sector Comm Agriculture Fd (DBA) 0.1 $1.7M +5% 64k 27.32
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Brookfield Renewable Energy Partnership Unit (BEP) 0.1 $1.7M 53k 32.64
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Constellation Energy (CEG) 0.1 $1.7M +19% 6.1k 279.24
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Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) 0.1 $1.7M -35% 14k 120.74
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Danaher Corporation (DHR) 0.1 $1.7M +45% 9.0k 189.60
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Arbor Realty Trust (ABR) 0.1 $1.7M +6% 219k 7.71
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Wells Fargo & Company (WFC) 0.1 $1.7M 21k 79.61
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Hercules Technology Growth Capital (HTGC) 0.1 $1.7M +2% 114k 14.77
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Ishares Tr 20+ Year Tr Bd (TLTW) 0.1 $1.7M +3% 74k 22.62
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Ishares Tr S&p 500 Val Etf (IVE) 0.1 $1.7M +5% 7.9k 211.15
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Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ) 0.1 $1.7M +7% 34k 49.49
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Smartstop Self Storag Reit I Common Stock (SMA) 0.1 $1.7M -4% 55k 30.28
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Wisdomtree Tr Floatng Rat Trea (USFR) 0.1 $1.7M -2% 33k 50.34
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DaVita (DVA) 0.1 $1.7M +260% 11k 153.69
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ConAgra Foods (CAG) 0.1 $1.7M +534% 105k 15.72
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Ishares Tr Core Msci Total (IXUS) 0.1 $1.6M +81% 19k 86.64
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Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $1.6M -6% 4.2k 391.76
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Stryker Corporation (SYK) 0.1 $1.6M 5.0k 328.56
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Hess Midstream Cl A Shs (HESM) 0.1 $1.6M +98% 42k 38.87
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Ishares Tr 10-20 Yr Trs Etf (TLH) 0.1 $1.6M -2% 16k 100.72
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Kraft Heinz (KHC) 0.1 $1.6M +46% 72k 22.49
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FedEx Corporation (FDX) 0.1 $1.6M -3% 4.5k 356.16
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First Solar (FSLR) 0.1 $1.6M +124% 8.1k 197.26
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Proshares Tr S&p Mdcp 400 Div (REGL) 0.1 $1.6M -13% 19k 86.41
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Welltower Inc Com reit (WELL) 0.1 $1.6M 8.0k 197.72
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $1.6M +42% 14k 113.11
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Blackrock Etf Trust Ishares Us Equit (DYNF) 0.1 $1.6M +110% 27k 58.18
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Spdr Series Trust State Street Spd (SPYV) 0.1 $1.6M +29% 28k 56.58
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First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) 0.1 $1.6M +3% 25k 62.68
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Servicenow (NOW) 0.1 $1.6M +71% 15k 104.55
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Past Filings by PFG Investments

SEC 13F filings are viewable for PFG Investments going back to 2023