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, SPYG, IBDS, IBDR, VEA, and represent 50.83% of PFG Private Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SPYG (+$13M), IBDS (+$7.7M), IBDR (+$7.0M), IVV, VEA, IBMP, ANET, IBHE, IBDT, IBHF.
- Started 19 new stock positions in VGT, BIPC, GJUN, AHT, IBMP, XLK, MSTR, ALL, XLV, XLG. BLK, EQTY, COCO, ANET, XYZ, XLI, GEHC, AIQ, FGD.
- Reduced shares in these 10 stocks: PWV (-$10M), Ishares Tr ibnd dec24 etf (-$7.4M), Ishares Tr ibonds 24 trm hg (-$6.4M), VYM, Ishares Tr ibonds dec, Arista Networks, MCK, ADP, MGV, PSN.
- Sold out of its positions in Arista Networks, ADP, BR, Brookfield Infrastructure, ONEQ, TLT, IWS, IWD, IEFA, IEMG. Ishares Tr ibnd dec24 etf, Ishares Tr ibonds 24 trm hg, Ishares Tr ibonds dec, JPST, PSN, TGT, BSV, BND.
- PFG Private Wealth Management was a net buyer of stock by $4.6M.
- PFG Private Wealth Management has $176M in assets under management (AUM), dropping by 1.84%.
- Central Index Key (CIK): 0001799957
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Portfolio Holdings for PFG Private Wealth Management
PFG Private Wealth Management holds 239 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 13.8 | $24M | +10% | 41k | 588.68 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 12.3 | $22M | +158% | 246k | 87.90 |
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 8.6 | $15M | +105% | 631k | 23.96 |
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 8.3 | $15M | +90% | 608k | 24.07 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 7.8 | $14M | +8% | 287k | 47.82 |
|
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 4.7 | $8.2M | +2% | 329k | 25.05 |
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 4.1 | $7.3M | +4% | 292k | 24.90 |
|
| Ishares Tr Ibonds Dec 29 (IBDU) | 4.0 | $7.0M | +3% | 309k | 22.80 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 3.9 | $6.9M | +2% | 60k | 115.22 |
|
| Ishares Tr Ibonds 2026 Term (IBHF) | 3.8 | $6.7M | +4% | 289k | 23.15 |
|
| Ishares Tr Ibonds 25 Trm Hg (IBHE) | 3.8 | $6.6M | +6% | 287k | 23.20 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 3.0 | $5.3M | -3% | 43k | 124.91 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 2.9 | $5.1M | -43% | 40k | 127.59 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 2.9 | $5.1M | 29k | 178.08 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 2.8 | $4.9M | 79k | 62.31 |
|
|
| Microsoft Corporation (MSFT) | 1.1 | $1.9M | 4.5k | 421.50 |
|
|
| Apple (AAPL) | 1.0 | $1.7M | 6.8k | 250.41 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $906k | 1.5k | 586.08 |
|
|
| Netflix (NFLX) | 0.5 | $851k | 955.00 | 891.32 |
|
|
| NVIDIA Corporation (NVDA) | 0.4 | $772k | -8% | 5.7k | 134.30 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $677k | 1.5k | 453.28 |
|
|
| Amazon (AMZN) | 0.3 | $557k | 2.5k | 219.39 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.3 | $545k | 6.1k | 88.79 |
|
|
| Ishares Tr Ibonds Dec 26 (IBMO) | 0.3 | $539k | +2% | 21k | 25.46 |
|
| Ishares Tr Ibonds Dec 25 (IBMN) | 0.3 | $531k | +4% | 20k | 26.61 |
|
| Ishares Tr Ibonds Dec 27 (IBMP) | 0.3 | $520k | NEW | 21k | 25.14 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.3 | $475k | 6.9k | 68.94 |
|
|
| Arista Networks Com Shs (ANET) | 0.3 | $466k | NEW | 4.2k | 110.53 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $452k | -9% | 2.3k | 197.49 |
|
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.2 | $396k | +3% | 16k | 24.99 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $361k | 468.00 | 772.00 |
|
|
| Meta Platforms Cl A (META) | 0.2 | $354k | +4% | 605.00 | 585.51 |
|
| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.2 | $336k | 16k | 21.36 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $335k | 1.8k | 190.46 |
|
|
| Ishares Tr Core Divid Etf (DIVB) | 0.2 | $326k | 6.9k | 47.40 |
|
|
| Chipotle Mexican Grill (CMG) | 0.2 | $324k | 5.4k | 60.30 |
|
|
| Ameriprise Financial (AMP) | 0.2 | $289k | -7% | 542.00 | 532.43 |
|
| American Express Company (AXP) | 0.2 | $267k | -2% | 899.00 | 296.79 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $260k | 1.5k | 172.42 |
|
|
| Trane Technologies SHS (TT) | 0.1 | $258k | 698.00 | 369.35 |
|
|
| Ishares Tr Exponential Tech (XT) | 0.1 | $257k | 4.3k | 59.66 |
|
|
| Metropcs Communications (TMUS) | 0.1 | $253k | -4% | 1.1k | 220.73 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $242k | +2% | 264.00 | 916.27 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $239k | 1.8k | 135.37 |
|
|
| International Business Machines (IBM) | 0.1 | $238k | 1.1k | 219.83 |
|
|
| Dick's Sporting Goods (DKS) | 0.1 | $233k | 1.0k | 228.84 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $229k | +2% | 1.2k | 189.30 |
|
| Quanta Services (PWR) | 0.1 | $220k | -7% | 695.00 | 316.05 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $198k | NEW | 2.5k | 78.18 |
|
| Fidelity National Information Services (FIS) | 0.1 | $187k | 2.3k | 80.77 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $180k | 342.00 | 526.57 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $175k | +5% | 2.0k | 86.02 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $175k | -17% | 435.00 | 401.58 |
|
| Procter & Gamble Company (PG) | 0.1 | $172k | +5% | 1.0k | 167.65 |
|
| Dupont De Nemours (DD) | 0.1 | $171k | 2.2k | 76.25 |
|
|
| Kroger (KR) | 0.1 | $171k | 2.8k | 61.15 |
|
|
| Marriott Intl Cl A (MAR) | 0.1 | $169k | -5% | 607.00 | 278.94 |
|
| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.1 | $169k | 8.3k | 20.35 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN) | 0.1 | $168k | NEW | 4.7k | 36.00 |
|
| Nxp Semiconductors N V (NXPI) | 0.1 | $162k | 780.00 | 207.85 |
|
|
| Southern Company (SO) | 0.1 | $159k | 1.9k | 82.32 |
|
|
| Shell Spon Ads (SHEL) | 0.1 | $150k | 2.4k | 62.65 |
|
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $149k | -20% | 1.1k | 132.10 |
|
| Merck & Co (MRK) | 0.1 | $146k | +16% | 1.5k | 99.48 |
|
| Amgen (AMGN) | 0.1 | $141k | +5% | 540.00 | 260.64 |
|
| Phillips 66 (PSX) | 0.1 | $141k | +7% | 1.2k | 113.93 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $140k | 434.00 | 322.16 |
|
|
| Jacobs Engineering Group (J) | 0.1 | $136k | 1.0k | 133.62 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $135k | -6% | 2.2k | 61.34 |
|
| Union Pacific Corporation (UNP) | 0.1 | $132k | 580.00 | 228.04 |
|
|
| Toll Brothers (TOL) | 0.1 | $131k | 1.0k | 125.95 |
|
|
| Coca-Cola Company (KO) | 0.1 | $127k | 2.0k | 62.25 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $124k | NEW | 200.00 | 621.80 |
|
| AvalonBay Communities (AVB) | 0.1 | $124k | 562.00 | 219.97 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $122k | NEW | 526.00 | 232.52 |
|
| Tesla Motors (TSLA) | 0.1 | $121k | +7% | 300.00 | 403.84 |
|
| Abbott Laboratories (ABT) | 0.1 | $117k | 1.0k | 113.11 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $114k | 675.00 | 169.30 |
|
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $113k | 199.00 | 569.58 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $105k | +6% | 1.1k | 96.90 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $90k | 1.8k | 50.88 |
|
|
| Stmicroelectronics N V Ny Registry (STM) | 0.0 | $81k | 3.3k | 24.97 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $64k | +3% | 125.00 | 511.90 |
|
| Phillips Edison & Co Common Stock (PECO) | 0.0 | $61k | 1.6k | 37.46 |
|
|
| Hca Holdings (HCA) | 0.0 | $60k | 199.00 | 300.15 |
|
|
| Pfizer (PFE) | 0.0 | $55k | 2.1k | 26.53 |
|
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.0 | $55k | 967.00 | 56.48 |
|
|
| Servicenow (NOW) | 0.0 | $53k | 50.00 | 1060.12 |
|
|
| Global X Fds Artificial Etf (AIQ) | 0.0 | $51k | NEW | 1.3k | 38.64 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $50k | 466.00 | 107.74 |
|
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.0 | $50k | 917.00 | 54.69 |
|
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $48k | NEW | 362.00 | 131.76 |
|
| First Tr Exchange Traded Dj Glbl Divid (FGD) | 0.0 | $47k | NEW | 2.1k | 22.24 |
|
| Invesco Exchange Traded Fd T Large Cap Value (PWV) | 0.0 | $45k | -99% | 782.00 | 56.88 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $43k | NEW | 311.00 | 137.57 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $42k | 849.00 | 49.51 |
|
|
| Walt Disney Company (DIS) | 0.0 | $41k | -3% | 369.00 | 111.35 |
|
| Intel Corporation (INTC) | 0.0 | $41k | 2.0k | 20.05 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $41k | -19% | 115.00 | 351.79 |
|
| Advanced Micro Devices (AMD) | 0.0 | $40k | 327.00 | 120.79 |
|
|
| Pepsi (PEP) | 0.0 | $39k | 258.00 | 152.06 |
|
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $37k | -7% | 1.1k | 34.13 |
|
| Ishares U S Etf Tr Short Duration B (NEAR) | 0.0 | $35k | 700.00 | 50.50 |
|
|
| Vanguard World Mega Cap Index (MGC) | 0.0 | $34k | 158.00 | 212.66 |
|
|
| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.0 | $33k | 1.2k | 27.57 |
|
|
| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.0 | $30k | 512.00 | 59.14 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $28k | +200% | 1.0k | 27.32 |
|
| Shopify Cl A (SHOP) | 0.0 | $28k | +3657% | 263.00 | 106.33 |
|
| Broadcom (AVGO) | 0.0 | $28k | 120.00 | 231.84 |
|
|
| America Movil Sab De Cv Spon Ads Rp Cl B (AMX) | 0.0 | $27k | 1.9k | 14.31 |
|
|
| Lennar Corp Cl A (LEN) | 0.0 | $26k | 191.00 | 136.37 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $25k | 92.00 | 269.70 |
|
|
| Digital World Acquisition Co Class A (DJT) | 0.0 | $24k | 697.00 | 34.10 |
|
|
| Home Depot (HD) | 0.0 | $23k | 60.00 | 388.98 |
|
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $21k | -27% | 60.00 | 343.42 |
|
| Canadian Natl Ry (CNI) | 0.0 | $20k | 200.00 | 101.51 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $19k | 38.00 | 485.95 |
|
|
| Wal-Mart Stores (WMT) | 0.0 | $18k | 202.00 | 90.35 |
|
|
| Boeing Company (BA) | 0.0 | $18k | 100.00 | 177.00 |
|
|
| Motorola Solutions Com New (MSI) | 0.0 | $18k | 38.00 | 462.24 |
|
|
| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.0 | $16k | 185.00 | 86.89 |
|
|
| Eaton Corp SHS (ETN) | 0.0 | $16k | 48.00 | 331.88 |
|
|
| Chubb (CB) | 0.0 | $15k | 53.00 | 276.30 |
|
|
| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.0 | $14k | 394.00 | 35.85 |
|
|
| Pulte (PHM) | 0.0 | $14k | 126.00 | 108.90 |
|
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $13k | -24% | 62.00 | 206.92 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $13k | 90.00 | 139.50 |
|
|
| Enbridge (ENB) | 0.0 | $12k | 285.00 | 42.43 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $12k | -25% | 48.00 | 240.27 |
|
| D.R. Horton (DHI) | 0.0 | $12k | 82.00 | 139.82 |
|
|
| Cytokinetics Com New (CYTK) | 0.0 | $11k | 240.00 | 47.04 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $11k | -23% | 42.00 | 264.12 |
|
| Exxon Mobil Corporation (XOM) | 0.0 | $11k | 101.00 | 107.57 |
|
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $11k | +400% | 500.00 | 21.16 |
|
| Enterprise Products Partners (EPD) | 0.0 | $9.4k | 300.00 | 31.36 |
|
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $9.4k | -24% | 244.00 | 38.37 |
|
| Invesco Exchange Traded Fd T Invesco Msci (ERTH) | 0.0 | $9.3k | 230.00 | 40.43 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.0 | $9.1k | 38.00 | 239.71 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $9.1k | -23% | 94.00 | 96.83 |
|
| Ishares Tr Broad Usd High (USHY) | 0.0 | $8.8k | 240.00 | 36.79 |
|
|
| Microstrategy Cl A New (MSTR) | 0.0 | $8.7k | NEW | 30.00 | 289.63 |
|
| First Tr Exchange-traded Nas Clnedg Green (QCLN) | 0.0 | $7.8k | 230.00 | 33.93 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $7.8k | 39.00 | 198.82 |
|
|
| Raytheon Technologies Corp (RTX) | 0.0 | $7.4k | -16% | 64.00 | 115.72 |
|
| Ford Motor Company (F) | 0.0 | $7.3k | 737.00 | 9.90 |
|
|
| Us Bancorp Del Com New (USB) | 0.0 | $6.3k | 131.00 | 47.83 |
|
|
| Visa Com Cl A (V) | 0.0 | $5.7k | 18.00 | 317.22 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $5.7k | 100.00 | 56.56 |
|
|
| Valued Advisers Tr Kovitz Core Eqt (EQTY) | 0.0 | $5.6k | NEW | 237.00 | 23.76 |
|
| McDonald's Corporation (MCD) | 0.0 | $5.5k | 19.00 | 289.89 |
|
|
| ConAgra Foods (CAG) | 0.0 | $5.3k | 190.00 | 27.75 |
|
|
| Alps Etf Tr Clean Energy (ACES) | 0.0 | $5.2k | 200.00 | 26.04 |
|
|
| Emerson Electric (EMR) | 0.0 | $5.2k | 42.00 | 123.93 |
|
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $5.0k | 200.00 | 24.92 |
|
|
| Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) | 0.0 | $4.8k | 145.00 | 33.12 |
|
|
| Hp (HPQ) | 0.0 | $4.7k | 145.00 | 32.63 |
|
|
| UnitedHealth (UNH) | 0.0 | $4.6k | -18% | 9.00 | 505.89 |
|
| Intuit (INTU) | 0.0 | $4.4k | 7.00 | 628.57 |
|
|
| Danaher Corporation (DHR) | 0.0 | $4.4k | 19.00 | 229.53 |
|
|
| Ishares Tr Msci Kld400 Soc (DSI) | 0.0 | $4.3k | 39.00 | 110.92 |
|
|
| Bank of America Corporation (BAC) | 0.0 | $4.3k | 98.00 | 43.81 |
|
|
| International Paper Company (IP) | 0.0 | $4.3k | 79.00 | 53.82 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $4.2k | -25% | 9.00 | 469.33 |
|
| Blackrock (BLK) | 0.0 | $4.1k | NEW | 4.00 | 1025.00 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $4.0k | 9.00 | 444.67 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $3.8k | -12% | 88.00 | 43.38 |
|
| Key (KEY) | 0.0 | $3.8k | 221.00 | 17.14 |
|
|
| Verizon Communications (VZ) | 0.0 | $3.7k | 93.00 | 39.99 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $3.7k | 9.00 | 410.44 |
|
|
| Philip Morris International (PM) | 0.0 | $3.6k | 30.00 | 120.37 |
|
|
| West Pharmaceutical Services (WST) | 0.0 | $3.6k | 11.00 | 327.55 |
|
|
| Kellogg Company (K) | 0.0 | $3.5k | -21% | 43.00 | 80.98 |
|
| Roblox Corp Cl A (RBLX) | 0.0 | $3.5k | 60.00 | 57.87 |
|
|
| General Mills (GIS) | 0.0 | $3.4k | -23% | 54.00 | 63.78 |
|
| Prudential Financial (PRU) | 0.0 | $3.4k | 29.00 | 118.52 |
|
|
| McKesson Corporation (MCK) | 0.0 | $3.4k | -98% | 6.00 | 569.83 |
|
| Sun Life Financial (SLF) | 0.0 | $3.4k | 57.00 | 59.33 |
|
|
| Edison International (EIX) | 0.0 | $3.4k | 42.00 | 79.83 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $3.3k | -50% | 26.00 | 126.77 |
|
| United Parcel Service CL B (UPS) | 0.0 | $3.3k | +52% | 26.00 | 126.12 |
|
| Gilead Sciences (GILD) | 0.0 | $3.1k | 34.00 | 92.38 |
|
|
| Omni (OMC) | 0.0 | $3.1k | 36.00 | 86.03 |
|
|
| Citigroup Com New (C) | 0.0 | $3.1k | 44.00 | 70.39 |
|
|
| Cisco Systems (CSCO) | 0.0 | $3.0k | 50.00 | 59.20 |
|
|
| Simon Property (SPG) | 0.0 | $2.9k | 17.00 | 172.24 |
|
|
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.0 | $2.7k | 42.00 | 65.19 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $2.6k | 100.00 | 26.33 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $2.6k | 21.00 | 122.57 |
|
|
| Sanofi Sponsored Adr (SNY) | 0.0 | $2.5k | 52.00 | 48.23 |
|
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.0 | $2.5k | NEW | 50.00 | 50.04 |
|
| Ishares Tr Msci Usa Smcp Mn (SMMV) | 0.0 | $2.3k | -24% | 56.00 | 41.46 |
|
| Chevron Corporation (CVX) | 0.0 | $2.3k | 16.00 | 144.81 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $2.3k | -24% | 61.00 | 37.52 |
|
| At&t (T) | 0.0 | $2.3k | 100.00 | 22.77 |
|
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $2.2k | 29.00 | 74.28 |
|
|
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.0 | $1.9k | -19% | 21.00 | 90.33 |
|
| Nike CL B (NKE) | 0.0 | $1.9k | 25.00 | 75.68 |
|
|
| Halliburton Company (HAL) | 0.0 | $1.8k | -41% | 68.00 | 26.99 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $1.8k | -24% | 40.00 | 44.90 |
|
| Amentum Holdings (AMTM) | 0.0 | $1.7k | -91% | 83.00 | 21.02 |
|
| Bce Com New (BCE) | 0.0 | $1.7k | 73.00 | 23.18 |
|
|
| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.0 | $1.6k | 50.00 | 31.96 |
|
|
| Centene Corporation (CNC) | 0.0 | $1.4k | 23.00 | 60.57 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $1.4k | 2.00 | 693.00 |
|
|
| Block Cl A (XYZ) | 0.0 | $1.4k | NEW | 16.00 | 85.00 |
|
| Dollar General (DG) | 0.0 | $1.3k | -22% | 17.00 | 75.82 |
|
| Vita Coco Co Inc/the (COCO) | 0.0 | $1.2k | NEW | 32.00 | 36.91 |
|
| First Solar (FSLR) | 0.0 | $1.1k | 6.00 | 176.17 |
|
|
| Kinder Morgan (KMI) | 0.0 | $1.0k | 37.00 | 27.32 |
|
|
| Marvell Technology (MRVL) | 0.0 | $777.000000 | 7.00 | 111.00 |
|
|
| Allstate Corporation (ALL) | 0.0 | $578.000100 | NEW | 3.00 | 192.67 |
|
| Chewy Cl A (CHWY) | 0.0 | $569.000200 | 17.00 | 33.47 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $539.000000 | 1.00 | 539.00 |
|
|
| Trex Company (TREX) | 0.0 | $483.000000 | 7.00 | 69.00 |
|
|
| Brookfield Infrastructure Com Sub Vtg A (BIPC) | 0.0 | $440.000000 | NEW | 11.00 | 40.00 |
|
| Invitation Homes (INVH) | 0.0 | $440.000400 | -30% | 14.00 | 31.43 |
|
| Alcoa (AA) | 0.0 | $427.000200 | 11.00 | 38.82 |
|
|
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $399.000000 | 30.00 | 13.30 |
|
|
| Doximity Cl A (DOCS) | 0.0 | $374.000200 | -41% | 7.00 | 53.43 |
|
| Etsy (ETSY) | 0.0 | $369.999700 | 7.00 | 52.86 |
|
|
| Six Flags Entertainment Corp (FUN) | 0.0 | $337.000300 | 7.00 | 48.14 |
|
|
| Guardant Health (GH) | 0.0 | $336.000500 | 11.00 | 30.55 |
|
|
| Iron Mountain (IRM) | 0.0 | $324.999900 | 3.00 | 108.33 |
|
|
| Bridgebio Pharma (BBIO) | 0.0 | $301.999500 | 11.00 | 27.45 |
|
|
| Aeva Technologies Com New (AEVA) | 0.0 | $285.000000 | 60.00 | 4.75 |
|
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $253.999200 | 24.00 | 10.58 |
|
|
| Camping World Hldgs Cl A (CWH) | 0.0 | $238.000400 | 11.00 | 21.64 |
|
|
| Novocure Ord Shs (NVCR) | 0.0 | $178.999800 | 6.00 | 29.83 |
|
|
| Staar Surgical Com Par $0.01 (STAA) | 0.0 | $169.999900 | 7.00 | 24.29 |
|
|
| Piedmont Lithium (PLL) | 0.0 | $165.999200 | 19.00 | 8.74 |
|
|
| Lucid Group (LCID) | 0.0 | $151.000000 | 50.00 | 3.02 |
|
|
| Fulgent Genetics (FLGT) | 0.0 | $92.000000 | 5.00 | 18.40 |
|
|
| Redfin Corp (RDFN) | 0.0 | $87.000100 | 11.00 | 7.91 |
|
|
| Celsius Hldgs Com New (CELH) | 0.0 | $78.999900 | 3.00 | 26.33 |
|
|
| Virgin Galactic Holdings Com New (SPCE) | 0.0 | $71.000400 | 12.00 | 5.92 |
|
|
| Viatris (VTRS) | 0.0 | $62.000000 | 5.00 | 12.40 |
|
|
| Overstock (BYON) | 0.0 | $35.000000 | 7.00 | 5.00 |
|
|
| Fubotv (FUBO) | 0.0 | $19.000500 | 15.00 | 1.27 |
|
|
| Ashford Hospitality Tr Com New (AHT) | 0.0 | $14.000000 | NEW | 2.00 | 7.00 |
|
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 Q4 filed Feb. 6, 2025
- PFG Private Wealth Management 2024 Q3 filed Nov. 5, 2024
- PFG Private Wealth Management 2024 Q2 filed July 15, 2024
- 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