Pfs Investments
Latest statistics and disclosures from Pfs Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IUS, IVV, USMV, SPDW, IXUS, and represent 13.37% of Pfs Investments's stock portfolio.
- Added to shares of these 10 stocks: IXUS (+$111M), SPMD (+$57M), MGK (+$34M), DVY (+$33M), IEF (+$25M), LQD (+$22M), SPIB (+$21M), XLP (+$18M), SPTL (+$18M), VLUE (+$15M).
- Started 53 new stock positions in CNP, MMIT, CZR, DOOR, JEPI, NRDY, LTHM, SPMD, NKE, AVNT.
- Reduced shares in these 10 stocks: QUAL (-$58M), IGIB (-$30M), MTUM (-$29M), RSP (-$16M), AGG (-$16M), IGSB (-$16M), QQQ (-$15M), PGX (-$13M), EMB (-$13M), SPYG (-$12M).
- Sold out of its positions in AMED, ATZAF, CMS, CHGG, Cree, DD, EGHT, EHC, Fireeye, HQY.
- Pfs Investments was a net buyer of stock by $322M.
- Pfs Investments has $5.2B in assets under management (AUM), dropping by 6.70%.
- Central Index Key (CIK): 0000354497
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Portfolio Holdings for Pfs Investments
Companies in the Pfs Investments portfolio as of the December 2021 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Invesco Exchange Trad Etf - E (IUS) | 3.4 | $178M | 4.4M | 40.56 | ||
Ishares Trust Core S& Etf - E (IVV) | 3.1 | $158M | +9% | 332k | 476.99 | |
Ishares Trust Msci Mi Etf - E (USMV) | 2.4 | $122M | 1.5M | 80.90 | ||
Spdr Index Shares Fun Etf - E (SPDW) | 2.3 | $121M | +7% | 3.3M | 36.48 | |
Ishares Tr Core Msci Etf - E (IXUS) | 2.1 | $111M | NEW | 1.6M | 70.94 | |
Invesco Exchange Trad Etf - E (ISDX) | 1.9 | $96M | 3.2M | 30.32 | ||
Invesco Exchange Trad Etf - E (RSP) | 1.8 | $94M | -14% | 577k | 162.75 | |
Invesco Qqq Trust Uni Etf - E (QQQ) | 1.7 | $89M | -14% | 224k | 397.85 | |
Spdr Series Trust Prt Etf - E (SPYV) | 1.7 | $88M | -7% | 2.1M | 42.00 | |
Invesco Exchange Trad Etf - E (SPLV) | 1.6 | $85M | +3% | 1.2M | 68.63 | |
Spdr Series Trust Prt Etf - E (SPYG) | 1.6 | $84M | -12% | 1.2M | 72.47 | |
Ishares Trust Core Ms Etf - E (IEFA) | 1.5 | $75M | +9% | 1.0M | 74.64 | |
Invesco Exchange-trad Etf - E (IIGD) | 1.5 | $75M | 2.9M | 26.17 | ||
Ishares Trust Usa Mom Etf - E (MTUM) | 1.4 | $72M | -28% | 395k | 181.82 | |
Ssga Active Etf Tr Bl Etf - E (SRLN) | 1.4 | $72M | 1.6M | 45.63 | ||
Ishares Trust Usa Qua Etf - E (QUAL) | 1.3 | $67M | -46% | 457k | 145.56 | |
Dbx Etf Trust Xtracke Etf - E (SNPE) | 1.2 | $63M | 1.5M | 42.65 | ||
Ishares Trust 20 Yr T Etf - E (TLT) | 1.1 | $58M | +21% | 393k | 148.19 | |
Ishares Trust Mbs Etf Etf - E (MBB) | 1.1 | $58M | -2% | 538k | 107.43 | |
Spdr Series Trust Por Etf - E (SPMD) | 1.1 | $57M | NEW | 1.1M | 49.74 | |
Invesco Exchange Trad Etf - E (IDLV) | 1.1 | $55M | 1.7M | 31.92 | ||
Wisdomtree Tr Us Qtly Etf - E (DGRW) | 1.0 | $53M | -17% | 807k | 65.86 | |
Dbx Etf Trust Xtrckr Etf - E (USSG) | 0.9 | $48M | -15% | 1.1M | 44.38 | |
Broadcom Common (AVGO) | 0.9 | $48M | -9% | 72k | 665.41 | |
Ishares Trust Min Vol Etf - E (EFAV) | 0.9 | $47M | +10% | 608k | 76.77 | |
Invesco Exchange Trad Etf - E (BAB) | 0.9 | $44M | +2% | 1.3M | 32.96 | |
Ishares Trust Intrm T Etf - E (IGIB) | 0.8 | $44M | -40% | 735k | 59.27 | |
First Tr Exchange Tra Etf - E (FIXD) | 0.8 | $41M | +17% | 774k | 53.21 | |
Ishares Trust Barclay Etf - E (IEF) | 0.8 | $41M | +150% | 358k | 115.00 | |
Ishares Trust 0-5yr H Etf - E (SHYG) | 0.8 | $40M | +13% | 886k | 45.30 | |
Abbvie Common (ABBV) | 0.8 | $39M | +9% | 286k | 135.40 | |
Cisco Systems Common (CSCO) | 0.7 | $38M | +24% | 603k | 63.37 | |
Comcast Corp Com Cl A Common (CMCSA) | 0.7 | $37M | +7% | 731k | 50.33 | |
Vanguard Total Bnd Mr Etf - E (BND) | 0.7 | $36M | 428k | 84.75 | ||
Apple Common (AAPL) | 0.7 | $35M | +5% | 197k | 177.57 | |
Vanguard Div App Etf Etf - E (VIG) | 0.7 | $35M | -4% | 203k | 171.75 | |
Jpmorgan Chase & Co. Common (JPM) | 0.7 | $34M | +11% | 215k | 158.35 | |
Dbx Etf Trust Xtrack Etf - E (HYLB) | 0.7 | $34M | -21% | 855k | 39.84 | |
Vanguard World Fd Meg Etf - E (MGK) | 0.7 | $34M | NEW | 129k | 260.76 | |
Ishares Trust Hdg Msc Etf - E (HEFA) | 0.6 | $34M | -3% | 949k | 35.33 | |
Ishares Tr Select Div Etf - E (DVY) | 0.6 | $33M | NEW | 272k | 122.59 | |
Bank Of America Corpo Common (BAC) | 0.6 | $33M | +10% | 747k | 44.49 | |
Microsoft Corp Common (MSFT) | 0.6 | $33M | +6% | 97k | 336.32 | |
Cvs Health Corporatio Common (CVS) | 0.6 | $32M | +10% | 314k | 103.16 | |
Invesco Exchange-trad Etf - E (IIGV) | 0.6 | $32M | 1.2M | 26.96 | ||
Ishares Inc Msci Em A Etf - E (EEMA) | 0.6 | $32M | +8% | 385k | 82.03 | |
Morgan Stanley Common (MS) | 0.6 | $32M | -3% | 321k | 98.16 | |
Unitedhealth Group In Common (UNH) | 0.6 | $32M | -8% | 63k | 502.15 | |
Ishares Trust Core Us Etf - E (AGG) | 0.6 | $31M | -33% | 273k | 114.08 | |
Ishares Trust Nationa Etf - E (MUB) | 0.6 | $31M | -11% | 266k | 116.28 | |
Ishares Trust Iboxx H Etf - E (HYG) | 0.6 | $30M | +16% | 344k | 87.01 | |
Invesco Exchange Trad Etf - E (IUSS) | 0.6 | $30M | 753k | 39.54 | ||
Vaneck Vectors Etf Tr Etf - E (ANGL) | 0.6 | $30M | +18% | 897k | 32.97 | |
Ishares Trust Iboxx I Etf - E (LQD) | 0.6 | $29M | +304% | 215k | 132.52 | |
Bristol-myers Squibb Common (BMY) | 0.6 | $28M | +45% | 455k | 62.35 | |
Home Depot Common (HD) | 0.5 | $28M | +10% | 67k | 415.01 | |
World Gold Trust Spdr Etf - E | 0.5 | $28M | 1.5M | 18.18 | ||
Chevron Corporation C Common (CVX) | 0.5 | $27M | +13% | 233k | 117.35 | |
Ishares Trust Sh Tr C Etf - E (IGSB) | 0.5 | $26M | -37% | 490k | 53.88 | |
Ishares Trust 1 3 Yr Etf - E (SHY) | 0.5 | $26M | +34% | 305k | 85.54 | |
Goldman Sachs Etf Tr Etf - E (GSIE) | 0.5 | $26M | 730k | 35.27 | ||
Travelers Companies I Common (TRV) | 0.5 | $26M | +11% | 164k | 156.43 | |
Spdr Ser Tr Prtflo S& Etf - E (SPYD) | 0.5 | $24M | -26% | 577k | 42.05 | |
Phillips 66 Common (PSX) | 0.5 | $24M | +12% | 332k | 72.46 | |
Lincoln Natl Corp Ind Common (LNC) | 0.4 | $23M | +13% | 330k | 68.26 | |
Dbx Etf Tr Xtrack Msc Etf - E (HDEF) | 0.4 | $22M | +5% | 930k | 23.65 | |
Sempra Energy Common (SRE) | 0.4 | $22M | +14% | 163k | 132.28 | |
Truist Financial Corp Common (TFC) | 0.4 | $21M | +11% | 364k | 58.55 | |
Spdr Series Trust Wel Etf - E (PSK) | 0.4 | $21M | +10% | 494k | 42.91 | |
United Parcel Service Common (UPS) | 0.4 | $21M | +11% | 97k | 214.34 | |
Spdr Series Trust Por Etf - E (SPIB) | 0.4 | $21M | NEW | 573k | 36.15 | |
Vanguard Value Etf Etf - E (VTV) | 0.4 | $21M | +6% | 140k | 147.11 | |
Invesco Exchange Trad Etf - E (ISEM) | 0.4 | $20M | +4% | 729k | 27.75 | |
Vaneck Vectors Etf Tr Etf - E (HYD) | 0.4 | $20M | +12% | 324k | 62.43 | |
Invesco Exchange Trad Etf - E (XMLV) | 0.4 | $20M | +3% | 343k | 58.46 | |
Spdr Series Trust Por Etf - E (SPAB) | 0.4 | $20M | +14% | 671k | 29.62 | |
Omnicom Group Common (OMC) | 0.4 | $20M | +12% | 270k | 73.27 | |
Ishares Trust Core Ms Etf - E (IDEV) | 0.4 | $19M | +4% | 283k | 67.56 | |
Gilead Sciences Inc C Common (GILD) | 0.4 | $18M | +48% | 252k | 72.61 | |
Select Sector Spdr Tr Etf - E (XLP) | 0.4 | $18M | NEW | 235k | 77.11 | |
Johnson & Johnson Common (JNJ) | 0.3 | $18M | +10% | 105k | 171.07 | |
Spdr Series Trust Por Etf - E (SPTL) | 0.3 | $18M | NEW | 422k | 42.15 | |
Verizon Communication Common (VZ) | 0.3 | $18M | +18% | 342k | 51.96 | |
Enbridge Common (ENB) | 0.3 | $18M | +19% | 453k | 39.08 | |
Select Sector Spdr Tr Etf - E (XLK) | 0.3 | $18M | -4% | 101k | 173.87 | |
Altria Group Common (MO) | 0.3 | $17M | +30% | 365k | 47.39 | |
Te Connectivity Ltd C Common (TEL) | 0.3 | $17M | +2% | 104k | 161.34 | |
Corning Common (GLW) | 0.3 | $17M | +11% | 446k | 37.23 | |
Ishares Tr Eafe Value Etf - E (EFV) | 0.3 | $17M | -17% | 329k | 50.39 | |
At&t Common (T) | 0.3 | $16M | +11% | 664k | 24.60 | |
First Tr Value Line D Etf - E (FVD) | 0.3 | $16M | +6% | 378k | 43.04 | |
Schwab Strategic Tr E Etf - E (SCHE) | 0.3 | $16M | +3% | 525k | 29.62 | |
Lockheed Martin Corp Common (LMT) | 0.3 | $15M | +11% | 43k | 355.41 | |
Alphabet Inc Com Cl A Common (GOOGL) | 0.3 | $15M | +12% | 5.2k | 2897.11 | |
Vertex Pharmaceutical Common (VRTX) | 0.3 | $15M | 69k | 219.60 | ||
Invesco Exchng Traded Etf - E (PGX) | 0.3 | $15M | -46% | 986k | 15.00 | |
Wisdomtree Trust Yld Etf - E (AGGY) | 0.3 | $15M | +9% | 286k | 51.68 | |
Vanguard Growth Etf Etf - E (VUG) | 0.3 | $15M | -6% | 46k | 320.89 | |
Ishares Tr Edge Msci Etf - E (VLUE) | 0.3 | $15M | NEW | 134k | 109.47 | |
Philip Morris Intl In Common (PM) | 0.3 | $15M | +22% | 154k | 95.00 | |
Invesco Exchange Trad Etf - E (EELV) | 0.3 | $15M | 586k | 24.79 | ||
Hartford Fds Exchange Etf - E (HTRB) | 0.3 | $14M | NEW | 362k | 39.73 | |
Tyson Foods Inc Cl A Common (TSN) | 0.3 | $14M | -5% | 165k | 87.16 | |
Ishares Trust Rus Mid Etf - E (IWR) | 0.3 | $14M | +48% | 172k | 83.01 | |
Ishares Trust Core S& Etf - E (IJR) | 0.3 | $14M | -41% | 124k | 114.51 | |
Seagate Technology Hl Common (STX) | 0.3 | $14M | 125k | 112.98 | ||
Intl Flavors & Fragra Common (IFF) | 0.3 | $14M | +12% | 93k | 150.65 | |
Autodesk Common (ADSK) | 0.3 | $14M | 50k | 281.20 | ||
Janus Detroit Str Tr Etf - E (JMBS) | 0.3 | $14M | +592% | 265k | 52.68 | |
J P Morgan Exchange-t Etf - E (JEPI) | 0.3 | $13M | NEW | 209k | 63.19 | |
Vaneck Vectors Etf Tr Etf - E (SMH) | 0.3 | $13M | +4% | 42k | 308.78 | |
Blackrock Common (BLK) | 0.2 | $13M | +12% | 14k | 915.61 | |
Amazon Common (AMZN) | 0.2 | $13M | +28% | 3.8k | 3334.47 | |
Genuine Parts Common (GPC) | 0.2 | $13M | +12% | 89k | 140.20 | |
Ishares Trust Core S& Etf - E (IJH) | 0.2 | $12M | +5% | 44k | 283.08 | |
Invesco Actively Mana Etf - E (VRIG) | 0.2 | $12M | +8% | 489k | 25.06 | |
Visa Inc Com Cl A Common (V) | 0.2 | $12M | +11% | 55k | 216.70 | |
Vaneck Vectors Etf Tr Etf - E (HYEM) | 0.2 | $12M | +15% | 527k | 22.41 | |
Mondelez Intl Common (MDLZ) | 0.2 | $12M | +12% | 174k | 66.31 | |
Select Sector Spdr Tr Etf - E (XLF) | 0.2 | $11M | +6% | 292k | 39.05 | |
3m Company Common (MMM) | 0.2 | $11M | +11% | 64k | 177.63 | |
First Tr Exchang Trad Etf - E (FMB) | 0.2 | $11M | +41% | 197k | 56.98 | |
Raytheon Technologies Common (RTX) | 0.2 | $11M | +7% | 127k | 86.06 | |
Ishares Trust Esg Usd Etf - E (SUSC) | 0.2 | $11M | +7% | 383k | 27.29 | |
Pioneer Natural Resou Common (PXD) | 0.2 | $10M | +9% | 57k | 181.88 | |
Walt Disney Company Common (DIS) | 0.2 | $10M | +47% | 65k | 154.88 | |
Nextera Energy Common (NEE) | 0.2 | $10M | 107k | 93.36 | ||
Zoetis Inc Com Cl A Common (ZTS) | 0.2 | $9.8M | +10% | 40k | 244.04 | |
Ishares Trust Esg 1 5 Etf - E (SUSB) | 0.2 | $9.6M | +7% | 375k | 25.65 | |
Williams Companies In Common (WMB) | 0.2 | $9.3M | +8% | 356k | 26.04 | |
American Tower Corp C Common (AMT) | 0.2 | $9.3M | +6% | 32k | 292.50 | |
Twitter Common (TWTR) | 0.2 | $9.2M | 213k | 43.22 | ||
Nvidia Corp Common (NVDA) | 0.2 | $9.1M | +73% | 31k | 294.09 | |
Spdr Series Trust Blo Etf - E (SJNK) | 0.2 | $8.8M | +29% | 326k | 27.15 | |
Select Sector Spdr Tr Etf - E (XLV) | 0.2 | $8.8M | +6% | 63k | 140.89 | |
Evergy Common (EVRG) | 0.2 | $8.7M | +12% | 127k | 68.61 | |
Lam Research Corp Common (LRCX) | 0.2 | $8.6M | +14% | 12k | 719.12 | |
Invesco Exchange Trad Etf - E (PDBC) | 0.2 | $8.5M | +34% | 605k | 14.06 | |
Dbx Etf Tr Xtrack Mun Etf - E (RVNU) | 0.2 | $8.5M | +6% | 290k | 29.26 | |
Cadence Design System Common (CDNS) | 0.2 | $8.4M | +7% | 45k | 186.35 | |
Texas Instruments Common (TXN) | 0.2 | $8.4M | -3% | 45k | 188.46 | |
Ishares Inc Msci Ital Etf - E (EWI) | 0.2 | $8.2M | +3% | 249k | 32.81 | |
Ppg Industries Common (PPG) | 0.1 | $7.6M | +5% | 44k | 172.44 | |
Invesco Exchange Trad Etf - E (PLW) | 0.1 | $7.4M | +7% | 203k | 36.56 | |
Accenture Common (ACN) | 0.1 | $7.4M | +8% | 18k | 414.54 | |
Johnson Controls Intl Common (JCI) | 0.1 | $7.2M | 89k | 81.31 | ||
Invesco Exchange Trad Etf - E (PGHY) | 0.1 | $7.2M | +10% | 338k | 21.37 | |
Ishares Trust Esg Msc Etf - E (ESGD) | 0.1 | $7.2M | +14% | 91k | 79.47 | |
Ishares Tr Jp Mor Em Etf - E (EMB) | 0.1 | $7.1M | -64% | 65k | 109.06 | |
Apollo Global Managem Common | 0.1 | $7.1M | +12% | 98k | 72.43 | |
Biogen Common (BIIB) | 0.1 | $7.1M | 30k | 239.92 | ||
Interpublic Group Cos Common (IPG) | 0.1 | $7.1M | +59% | 189k | 37.45 | |
Grainger W W Common (GWW) | 0.1 | $6.9M | +11% | 13k | 518.21 | |
Regal Beloit Corp Common (RRX) | 0.1 | $6.9M | +35% | 40k | 170.17 | |
Linde Common (LIN) | 0.1 | $6.8M | +4% | 20k | 346.43 | |
Procter & Gamble Co C Common (PG) | 0.1 | $6.7M | +4% | 41k | 163.58 | |
Envista Hldgs Corp Common (NVST) | 0.1 | $6.7M | +18% | 149k | 45.06 | |
Microchip Technology Common (MCHP) | 0.1 | $6.7M | +29% | 77k | 87.06 | |
Coca-cola Common (KO) | 0.1 | $6.7M | +26% | 113k | 59.21 | |
Wolfspeed Common (WOLF) | 0.1 | $6.6M | NEW | 59k | 111.77 | |
Cdw Corp Common (CDW) | 0.1 | $6.5M | +9% | 32k | 204.79 | |
Horizon Therapeutics Common (HZNP) | 0.1 | $6.5M | +9% | 60k | 107.76 | |
Wyndham Hotels & Reso Common (WH) | 0.1 | $6.3M | +28% | 70k | 89.66 | |
Norfolk Southern Corp Common (NSC) | 0.1 | $6.2M | +9% | 21k | 297.69 | |
Western Digital Corp Common (WDC) | 0.1 | $6.1M | 94k | 65.21 | ||
Pfizer Common (PFE) | 0.1 | $6.1M | +5% | 104k | 59.05 | |
L3 Harris Technologie Common (LHX) | 0.1 | $6.1M | 29k | 213.25 | ||
Blackstone Group Common (BX) | 0.1 | $6.1M | -20% | 47k | 129.39 | |
Nestle Sa Adr Sponsor Common (NSRGY) | 0.1 | $6.0M | +5% | 43k | 139.87 | |
Spdr Series Trust Blm Etf - E (CWB) | 0.1 | $5.9M | +8% | 72k | 82.96 | |
Invesco Exchange Trad Etf - E (XSLV) | 0.1 | $5.8M | +7% | 112k | 52.09 | |
Dr Horton Common (DHI) | 0.1 | $5.7M | +8% | 53k | 108.45 | |
Union Pacific Corp Common (UNP) | 0.1 | $5.7M | +6% | 23k | 251.91 | |
Becton Dickinson & Co Common (BDX) | 0.1 | $5.7M | +63% | 23k | 251.47 | |
Aecom Common (ACM) | 0.1 | $5.7M | +28% | 73k | 77.34 | |
Lpl Finl Hldgs Common (LPLA) | 0.1 | $5.6M | +19% | 35k | 160.08 | |
Tractor Supply Common (TSCO) | 0.1 | $5.6M | +10% | 23k | 238.61 | |
Vulcan Materials Co C Common (VMC) | 0.1 | $5.6M | +6% | 27k | 207.57 | |
Cognizant Technology Common (CTSH) | 0.1 | $5.6M | +10% | 63k | 88.71 | |
Docusign Common (DOCU) | 0.1 | $5.5M | +46% | 36k | 152.30 | |
Mcdonald's Corporatio Common (MCD) | 0.1 | $5.3M | +9% | 20k | 268.08 | |
Constellation Brands Common (STZ) | 0.1 | $5.2M | +22% | 21k | 250.95 | |
Avery Dennison Corp C Common (AVY) | 0.1 | $5.2M | +8% | 24k | 216.58 | |
Hubspot Common (HUBS) | 0.1 | $5.1M | +21% | 7.8k | 659.19 | |
Waste Management Common (WM) | 0.1 | $5.1M | -12% | 31k | 166.90 | |
Murphy Usa Common (MUSA) | 0.1 | $5.0M | +25% | 25k | 199.25 | |
Ecolab Common (ECL) | 0.1 | $4.9M | 21k | 234.57 | ||
Best Buy Common (BBY) | 0.1 | $4.9M | +8% | 49k | 101.59 | |
Invesco Exchange Trad Etf - E (PZA) | 0.1 | $4.9M | +6% | 181k | 27.11 | |
Vanguard Real Estate Etf - E (VNQ) | 0.1 | $4.9M | -63% | 42k | 116.01 | |
Target Corp Common (TGT) | 0.1 | $4.9M | +9% | 21k | 231.42 | |
Invesco Exchange Trad Etf - E (BKLN) | 0.1 | $4.9M | +8% | 221k | 22.10 | |
Fortune Brands Home & Common (FBHS) | 0.1 | $4.9M | +8% | 46k | 106.89 | |
Guardant Health Inc C Common (GH) | 0.1 | $4.9M | 49k | 100.01 | ||
Bank New York Mellon Common (BK) | 0.1 | $4.8M | +10% | 82k | 58.07 | |
Deckers Outdoor Corp Common (DECK) | 0.1 | $4.8M | -2% | 13k | 366.33 | |
Merck & Co Common (MRK) | 0.1 | $4.7M | +7% | 61k | 76.64 | |
Match Group Inc New C Common (MTCH) | 0.1 | $4.7M | +43% | 35k | 132.26 | |
American Express Co C Common (AXP) | 0.1 | $4.6M | +10% | 28k | 163.60 | |
General Mills Common (GIS) | 0.1 | $4.5M | +13% | 68k | 67.37 | |
Mastercard Incorporat Common (MA) | 0.1 | $4.5M | -23% | 13k | 359.32 | |
Oracle Sys Corp Common (ORCL) | 0.1 | $4.5M | +6% | 51k | 87.22 | |
Syneos Health Inc Cl Common (SYNH) | 0.1 | $4.4M | +32% | 43k | 102.68 | |
Northrop Grumman Corp Common (NOC) | 0.1 | $4.4M | +27% | 11k | 387.03 | |
Vanguard Tax Exempt B Etf - E (VTEB) | 0.1 | $4.4M | +17% | 80k | 54.91 | |
Crowdstrike Hldgs Common (CRWD) | 0.1 | $4.3M | NEW | 21k | 204.76 | |
Freeport-mcmoran Common (FCX) | 0.1 | $4.3M | +2% | 103k | 41.73 | |
Iqvia Holdings Common (IQV) | 0.1 | $4.2M | +60% | 15k | 282.16 | |
Metlife Common (MET) | 0.1 | $4.1M | 66k | 62.50 | ||
Pnc Financial Service Common (PNC) | 0.1 | $4.1M | +7% | 20k | 200.50 | |
Amer Intl Grp Common (AIG) | 0.1 | $4.1M | -9% | 72k | 56.87 | |
Marathon Petroleum Common (MPC) | 0.1 | $4.0M | +28% | 63k | 64.00 | |
Indexiq Active Etf Tr Etf - E (MMIT) | 0.1 | $4.0M | NEW | 150k | 26.66 | |
Cheniere Energy Inc C Common (LNG) | 0.1 | $4.0M | +28% | 39k | 101.41 | |
Edison International Common (EIX) | 0.1 | $4.0M | +5% | 58k | 68.26 | |
Adobe Common (ADBE) | 0.1 | $3.9M | -5% | 7.0k | 567.00 | |
Goldman Sachs Group I Common (GS) | 0.1 | $3.9M | +27% | 10k | 382.59 | |
Lululemon Athletica I Common (LULU) | 0.1 | $3.9M | +29% | 10k | 391.41 | |
Ishares Trust Shrt Na Etf - E (SUB) | 0.1 | $3.9M | -32% | 36k | 107.38 | |
Us Bancorp Common (USB) | 0.1 | $3.9M | +6% | 69k | 56.17 | |
Jp Morgan Exchange Tr Etf - E (JMST) | 0.1 | $3.9M | NEW | 75k | 51.06 | |
Facebook Inc Com Cl A Common (FB) | 0.1 | $3.8M | -49% | 11k | 336.32 | |
Discover Finl Svcs Common (DFS) | 0.1 | $3.7M | +8% | 32k | 115.55 | |
Hannon Armstrong Sust Common (HASI) | 0.1 | $3.7M | +8% | 70k | 53.13 | |
Deere & Co Common (DE) | 0.1 | $3.7M | +12% | 11k | 342.87 | |
Cerence Common (CRNC) | 0.1 | $3.7M | +4% | 48k | 76.65 | |
Fidelity National Inf Common (FIS) | 0.1 | $3.6M | +12% | 33k | 109.16 | |
Nucor Corp Common (NUE) | 0.1 | $3.5M | +9% | 31k | 114.16 | |
Avantor Common (AVTR) | 0.1 | $3.5M | +6% | 83k | 42.14 | |
Kimberly Clark Corp C Common (KMB) | 0.1 | $3.5M | -21% | 24k | 142.92 | |
Cigna Holding Company Common (CI) | 0.1 | $3.4M | +11% | 15k | 229.64 | |
RH Common (RH) | 0.1 | $3.4M | +28% | 6.3k | 535.96 | |
Charles Riv Labs Intl Common (CRL) | 0.1 | $3.3M | NEW | 8.7k | 376.74 | |
Spdr Ser Tr S&p 500 E Etf - E (EFIV) | 0.1 | $3.0M | NEW | 67k | 45.29 | |
Avient Corporation Common (AVNT) | 0.1 | $3.0M | NEW | 54k | 55.95 | |
Applied Matls Common (AMAT) | 0.1 | $3.0M | +23% | 19k | 157.37 | |
Spdr S&p500 Etf Trust Etf - E (SPY) | 0.1 | $3.0M | -19% | 6.4k | 474.98 | |
Nuveen Esg Nuveen Esg Etf - E (NULV) | 0.1 | $3.0M | +16% | 78k | 38.88 | |
Public Svc Enterprise Common (PEG) | 0.1 | $3.0M | -3% | 44k | 66.74 | |
Salesforce.com Common (CRM) | 0.1 | $2.9M | +22% | 12k | 254.12 | |
Eversource Energy Common (ES) | 0.1 | $2.9M | +9% | 32k | 90.98 | |
Darling Ingredients I Common (DAR) | 0.1 | $2.9M | +11% | 42k | 69.28 | |
Legg Mason Etf Invest Common (LRGE) | 0.1 | $2.9M | +16% | 48k | 60.76 | |
Sony Corp - Common (SONY) | 0.1 | $2.9M | +105% | 23k | 126.38 | |
Shopify Inc Cl A Common (SHOP) | 0.1 | $2.9M | +28% | 2.1k | 1377.22 | |
Mastec Common (MTZ) | 0.1 | $2.8M | +20% | 30k | 92.28 | |
Willscot Mobil Mini H Common (WSC) | 0.1 | $2.7M | +24% | 66k | 40.84 | |
Etsy Common (ETSY) | 0.1 | $2.7M | NEW | 12k | 218.91 | |
Asml Holding N V N Y Common (ASML) | 0.1 | $2.7M | +39% | 3.4k | 796.25 | |
Voya Finl Common (VOYA) | 0.1 | $2.7M | +18% | 40k | 66.31 | |
Discovery Common (DISCA) | 0.1 | $2.6M | 112k | 23.54 | ||
Citrix Systems Common (CTXS) | 0.1 | $2.6M | -38% | 27k | 94.58 | |
Ishares Trust 3 7 Yr Etf - E (IEI) | 0.1 | $2.6M | +7% | 20k | 128.69 | |
Planet Fitness Inc Cl Common (PLNT) | 0.0 | $2.5M | +27% | 28k | 90.56 | |
Alexandria Real Estat Common (ARE) | 0.0 | $2.4M | +12% | 11k | 222.99 | |
Jefferies Finl Group Common (JEF) | 0.0 | $2.4M | +20% | 63k | 38.80 | |
Williams Sonoma Inc C Common (WSM) | 0.0 | $2.4M | NEW | 14k | 169.10 | |
Prologis Common (PLD) | 0.0 | $2.4M | +9% | 14k | 168.33 | |
Lyft Inc Cl A Common (LYFT) | 0.0 | $2.4M | +19% | 56k | 42.73 | |
Ford Mtr Co Del Common (F) | 0.0 | $2.4M | +12% | 115k | 20.77 | |
Dolby Laboratories In Common (DLB) | 0.0 | $2.4M | 25k | 95.23 | ||
Ulta Beauty Common (ULTA) | 0.0 | $2.4M | -37% | 5.7k | 412.26 | |
Pimco Etf Tr Inter Mu Etf - E (MUNI) | 0.0 | $2.3M | -18% | 41k | 56.20 | |
Hamilton Lane Inc Cl Common (HLNE) | 0.0 | $2.3M | +189% | 22k | 103.62 | |
Lowe's Companies Common (LOW) | 0.0 | $2.3M | +12% | 9.0k | 258.45 | |
Ionis Pharmaceuticals Common (IONS) | 0.0 | $2.3M | 76k | 30.43 | ||
Ryman Hospitality Ppt Common (RHP) | 0.0 | $2.3M | +21% | 25k | 91.95 | |
Medtronic Common (MDT) | 0.0 | $2.3M | -19% | 22k | 103.46 | |
Natera Common (NTRA) | 0.0 | $2.2M | +21% | 23k | 93.38 | |
Ishares Trust Agency Etf - E (AGZ) | 0.0 | $2.1M | +7% | 18k | 117.14 | |
10x Genomics Inc Cl A Common (TXG) | 0.0 | $2.1M | NEW | 14k | 148.99 | |
Yeti Hldgs Common (YETI) | 0.0 | $2.1M | +20% | 26k | 82.84 | |
Vertiv Holdings Llc C Common (VRT) | 0.0 | $2.1M | +10% | 84k | 24.98 | |
Qualcomm Common (QCOM) | 0.0 | $2.1M | +26% | 11k | 182.88 | |
Thermo Fisher Scienti Common (TMO) | 0.0 | $2.1M | +19% | 3.1k | 667.10 | |
Hilton Worldwide Hldg Common (HLT) | 0.0 | $2.0M | +14% | 13k | 155.98 | |
Boston Properties Common (BXP) | 0.0 | $2.0M | +6% | 18k | 115.21 | |
Paypal Holdings Inc C Common (PYPL) | 0.0 | $2.0M | +51% | 11k | 188.57 | |
Performance Food Grou Common (PFGC) | 0.0 | $2.0M | +25% | 43k | 45.89 | |
Liberty Broadband Cor Common (LBRDK) | 0.0 | $2.0M | 12k | 161.09 | ||
Pimco Etf Trust 0-5 H Etf - E (HYS) | 0.0 | $2.0M | +8% | 20k | 99.11 | |
Advanced Drain Sys In Common (WMS) | 0.0 | $1.9M | +20% | 14k | 136.14 | |
Wells Fargo & Company Common (WFC) | 0.0 | $1.9M | +7% | 40k | 47.97 | |
Ameriprise Financial Common (AMP) | 0.0 | $1.8M | +14% | 6.0k | 301.61 | |
Nushares Etf Tr Esg H Etf - E (NUHY) | 0.0 | $1.8M | +7% | 72k | 24.39 | |
Palo Alto Networks In Common (PANW) | 0.0 | $1.8M | +79% | 3.2k | 556.85 | |
Vaneck Vectors Etf Tr Etf - E (ITM) | 0.0 | $1.8M | -13% | 34k | 51.27 | |
Ovintiv Common (OVV) | 0.0 | $1.7M | NEW | 51k | 33.70 | |
Devon Energy Corp Common (DVN) | 0.0 | $1.7M | -69% | 39k | 44.06 | |
Liberty Media Corpora Common (LSXMK) | 0.0 | $1.7M | 34k | 50.86 | ||
Wal Mart Stores Common (WMT) | 0.0 | $1.7M | +8% | 12k | 144.70 | |
American Financial Gr Common (AFG) | 0.0 | $1.7M | +7% | 12k | 137.30 | |
Spdr Series Trust Nuv Etf - E (HYMB) | 0.0 | $1.7M | +43% | 28k | 60.08 | |
Marvell Technology Gr Common (MRVL) | 0.0 | $1.6M | +84% | 19k | 87.50 | |
Exxon Mobil Corporati Common (XOM) | 0.0 | $1.6M | +9% | 27k | 61.18 | |
Wisdomtree Tr Em Ex S Etf - E (XSOE) | 0.0 | $1.6M | +18% | 44k | 36.84 | |
Kulicke & Soffa Inds Common (KLIC) | 0.0 | $1.6M | +20% | 26k | 60.53 | |
Fiserv Common (FISV) | 0.0 | $1.6M | NEW | 15k | 103.77 | |
Dxc Technology Common (DXC) | 0.0 | $1.6M | 49k | 32.19 | ||
Advanced Micro Device Common (AMD) | 0.0 | $1.6M | +19% | 11k | 143.93 | |
Jacobs Engr Group Common (J) | 0.0 | $1.6M | +28% | 11k | 139.19 | |
Roku Inc Com Cl A Common (ROKU) | 0.0 | $1.6M | +33% | 6.8k | 228.15 | |
Sunnova Energy Intl I Common (NOVA) | 0.0 | $1.5M | +64% | 55k | 27.93 | |
Stryker Corp Common (SYK) | 0.0 | $1.5M | +7% | 5.7k | 267.48 | |
Vanguard Ftse Dev Mkt Etf - E (VEA) | 0.0 | $1.5M | -17% | 30k | 51.08 | |
Vici Pptys Common (VICI) | 0.0 | $1.5M | +129% | 51k | 30.12 | |
Otis Worldwide Corp C Common (OTIS) | 0.0 | $1.5M | -15% | 17k | 87.08 | |
Brp Group Inc Com Cl Common (BRP) | 0.0 | $1.4M | +20% | 40k | 36.12 | |
Albemarle Corp Common (ALB) | 0.0 | $1.4M | +33% | 6.1k | 233.79 | |
Sociedad Quimica Mine Common (SQM) | 0.0 | $1.4M | +77% | 28k | 50.43 | |
Ishares Inc Core Msci Etf - E (IEMG) | 0.0 | $1.4M | -84% | 23k | 59.85 | |
Centerpoint Energy In Common (CNP) | 0.0 | $1.4M | NEW | 50k | 27.90 | |
Allegro Microsystems Common (ALGM) | 0.0 | $1.4M | +20% | 38k | 36.19 | |
Gaming & Leisure Ppty Common (GLPI) | 0.0 | $1.4M | NEW | 28k | 48.67 | |
Abbott Labs Common (ABT) | 0.0 | $1.4M | +5% | 9.8k | 140.75 | |
Brunswick Corp Common (BC) | 0.0 | $1.3M | +20% | 13k | 100.72 | |
Livent Corp Common (LTHM) | 0.0 | $1.3M | NEW | 55k | 24.38 | |
Cintas Corp Common (CTAS) | 0.0 | $1.3M | +37% | 3.0k | 443.11 | |
Fanuc Corporation Common (FANUY) | 0.0 | $1.3M | +39% | 62k | 21.17 | |
Zuora Inc Com Cl A Common (ZUO) | 0.0 | $1.3M | NEW | 70k | 18.68 | |
Insulet Corp Common (PODD) | 0.0 | $1.3M | NEW | 4.8k | 265.99 | |
Valero Energy Corp Common (VLO) | 0.0 | $1.3M | +12% | 17k | 75.13 | |
Qorvo Common (QRVO) | 0.0 | $1.3M | -28% | 8.1k | 156.41 | |
Zurn Water Solutions Common (ZWS) | 0.0 | $1.3M | NEW | 35k | 36.40 | |
Uber Technologies Common (UBER) | 0.0 | $1.2M | +9% | 30k | 41.95 | |
Pentair Common (PNR) | 0.0 | $1.2M | 17k | 73.05 | ||
Teradyne Common (TER) | 0.0 | $1.2M | +11% | 7.4k | 163.59 | |
Chuys Hldgs Common (CHUY) | 0.0 | $1.2M | +21% | 40k | 30.11 | |
Gxo Logistics Incorpo Common (GXO) | 0.0 | $1.2M | +18% | 13k | 90.84 | |
Xpo Logistics Common (XPO) | 0.0 | $1.2M | +19% | 15k | 77.45 | |
Huntsman Corp Common (HUN) | 0.0 | $1.2M | NEW | 34k | 34.89 | |
Mercadolibre Common (MELI) | 0.0 | $1.2M | +41% | 860.00 | 1348.84 | |
Caesars Entertainment Common (CZR) | 0.0 | $1.2M | NEW | 12k | 93.54 | |
Parker Hannifin Corp Common (PH) | 0.0 | $1.1M | +19% | 3.5k | 318.10 | |
Ishares Inc Esg Msci Etf - E (ESGE) | 0.0 | $1.1M | +20% | 28k | 39.76 | |
Infosys Ltd Sponsored Common (INFY) | 0.0 | $1.1M | +38% | 44k | 25.32 | |
Laboratory Corp Amer Common (LH) | 0.0 | $1.1M | +12% | 3.5k | 314.32 | |
Corteva Common (CTVA) | 0.0 | $1.0M | +17% | 21k | 47.28 | |
Polaris Inds Common (PII) | 0.0 | $1.0M | +19% | 9.1k | 109.90 | |
Everi Hldgs Common (EVRI) | 0.0 | $997k | +20% | 47k | 21.36 | |
Aes Corp Common (AES) | 0.0 | $972k | +158% | 40k | 24.31 | |
United Rentals Common (URI) | 0.0 | $948k | -35% | 2.9k | 332.28 | |
Ericsson Adr B Sek 10 Common (ERIC) | 0.0 | $914k | +39% | 84k | 10.87 | |
Capri Holdings Limite Common (CPRI) | 0.0 | $887k | NEW | 14k | 64.89 | |
On Hldg Ag Namen Akt Common (ONON) | 0.0 | $883k | NEW | 23k | 37.81 | |
Si Bone Common (SIBN) | 0.0 | $877k | +20% | 40k | 22.20 | |
Freshworks Inc Class Common (FRSH) | 0.0 | $870k | NEW | 33k | 26.26 | |
Liberty Media Corpora Common (LSXMA) | 0.0 | $830k | 16k | 50.83 | ||
Geopark Ltd Usd Common (GPRK) | 0.0 | $777k | +40% | 68k | 11.45 | |
Tapestry Common (TPR) | 0.0 | $774k | +11% | 19k | 40.58 | |
Hawaiian Holdings Common (HA) | 0.0 | $753k | +20% | 41k | 18.37 | |
Compass Pathways Common (CMPS) | 0.0 | $681k | +89% | 31k | 22.10 | |
Netflix Common (NFLX) | 0.0 | $642k | +97% | 1.1k | 602.25 | |
First Solar Common (FSLR) | 0.0 | $625k | NEW | 7.2k | 87.23 | |
Amc Networks Common (AMCX) | 0.0 | $619k | +4% | 18k | 34.43 | |
Liberty Broadband Cor Common (LBRDA) | 0.0 | $581k | 3.6k | 161.03 | ||
Vanguard Ftse Emr Mkt Etf - E (VWO) | 0.0 | $574k | +8% | 12k | 49.43 | |
Alphabet Inc Cap Stk Common (GOOG) | 0.0 | $535k | +2% | 185.00 | 2891.89 | |
Tesla Common (TSLA) | 0.0 | $511k | +39% | 484.00 | 1055.79 | |
Liberty Media Corpora Common (FWONK) | 0.0 | $495k | +2% | 7.8k | 63.19 | |
Aptiv Common (APTV) | 0.0 | $473k | +82% | 2.9k | 164.81 | |
Nike Inc Cl B Common (NKE) | 0.0 | $462k | NEW | 2.8k | 166.73 | |
Ihs Markit Common | 0.0 | $439k | +55% | 3.3k | 132.95 | |
Upwork Common (UPWK) | 0.0 | $436k | NEW | 13k | 34.12 | |
Immunogen Common (IMGN) | 0.0 | $396k | 53k | 7.41 | ||
Equinix Inc Com Par $ Etf - E (EQIX) | 0.0 | $351k | NEW | 416.00 | 843.75 | |
Intuitive Surgical In Common (ISRG) | 0.0 | $349k | NEW | 971.00 | 359.42 | |
Atlassian Corp Plc Cl Common (TEAM) | 0.0 | $343k | +66% | 900.00 | 381.11 | |
Berkshire Hathaway In Common (BRK.B) | 0.0 | $333k | NEW | 1.1k | 299.19 | |
Eaton Corp Common (ETN) | 0.0 | $332k | +56% | 1.9k | 172.56 | |
Nxp Semiconductors N Common (NXPI) | 0.0 | $329k | -75% | 1.4k | 227.68 | |
Hershey Foods Corp Common (HSY) | 0.0 | $309k | NEW | 1.6k | 193.61 | |
Western Alliance Banc Common (WAL) | 0.0 | $297k | NEW | 2.8k | 107.57 | |
Liberty Media Corpora Common (FWONA) | 0.0 | $296k | 5.0k | 59.37 | ||
Spdr Index Shares Fun Etf - E (SPEM) | 0.0 | $293k | -55% | 7.1k | 41.56 | |
Monster Beverage Corp Common (MNST) | 0.0 | $287k | -90% | 3.0k | 95.86 | |
Intel Corp Common (INTC) | 0.0 | $282k | NEW | 5.5k | 51.47 | |
Dexcom Common (DXCM) | 0.0 | $277k | +39% | 517.00 | 535.78 | |
Spdr S&p Midcap 400 E Etf - E (MDY) | 0.0 | $266k | +6% | 513.00 | 518.52 | |
Intuit Common (INTU) | 0.0 | $259k | NEW | 403.00 | 642.68 | |
Workday Inc Cl A Common (WDAY) | 0.0 | $254k | NEW | 928.00 | 273.71 | |
Masco Corp Common (MAS) | 0.0 | $241k | -29% | 3.4k | 70.36 | |
Advance Auto Parts In Common (AAP) | 0.0 | $240k | NEW | 1.0k | 239.28 | |
Splunk Common (SPLK) | 0.0 | $236k | +68% | 2.0k | 115.57 | |
On Semiconductor Corp Common (ON) | 0.0 | $235k | NEW | 3.5k | 67.90 | |
Costco Whsl Corp Common (COST) | 0.0 | $233k | NEW | 410.00 | 568.29 | |
Alcon Inc Ord Common (ALC) | 0.0 | $227k | NEW | 2.6k | 87.17 | |
Pepsico Common (PEP) | 0.0 | $225k | NEW | 1.3k | 173.75 | |
Equifax Common (EFX) | 0.0 | $215k | 735.00 | 292.52 | ||
Masonite Intl Corp Ne Common (DOOR) | 0.0 | $213k | NEW | 1.8k | 118.14 | |
Expedia Inc Del Com N Common (EXPE) | 0.0 | $203k | NEW | 1.1k | 180.28 | |
Proterra Common (PTRA) | 0.0 | $100k | NEW | 11k | 8.80 | |
Annaly Cap Mgmt Inc C Common (NLY) | 0.0 | $86k | -10% | 11k | 7.82 | |
Nerdy Inc Cl A Common (NRDY) | 0.0 | $51k | NEW | 11k | 4.52 |
Past Filings by Pfs Investments
SEC 13F filings are viewable for Pfs Investments going back to 2017
- Pfs Investments 2021 Q4 filed Feb. 11, 2022
- Pfs Investments 2021 Q3 filed Nov. 15, 2021
- Pfs Investments 2021 Q2 filed Aug. 13, 2021
- Pfs Investments 2021 Q1 filed May 17, 2021
- Pfs Investments 2020 Q4 filed Feb. 16, 2021
- Pfs Investments 2020 Q3 filed Nov. 13, 2020
- Pfs Investments 2020 Q2 filed Aug. 14, 2020
- Pfs Investments 2020 Q1 filed May 13, 2020
- Pfs Investments 2019 Q4 filed Feb. 12, 2020
- Pfs Investments 2019 Q3 filed Nov. 5, 2019
- Pfs Investments 2019 Q2 filed July 10, 2019
- Pfs Investments 2019 Q1 restated filed April 5, 2019
- Pfs Investments 2019 Q1 filed April 4, 2019
- Pfs Investments 2018 Q4 filed Jan. 22, 2019
- Pfs Investments 2018 Q3 filed Oct. 1, 2018
- Pfs Investments 2018 Q2 filed July 12, 2018