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PFS Partners

Latest statistics and disclosures from PFS Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are JAAA, KJAN, DGRO, FSMB, XMAR, and represent 39.10% of PFS Partners's stock portfolio.
Added to shares of these 10 stocks: TFLO, JAAA, AIG, XOCT, KDEC, KOCT, IDEC, LMBS, XDEC, IOCT.
Started 43 new stock positions in FTNY, DGS, SOLS, CEG, METV, COF, EEM, KDEC, BITO, EXC.
Reduced shares in these 10 stocks: FSMB, KNG, JPST, KJAN, DGRO, XMAR, IAPR, IVV, XMLV, GSLC.
Sold out of its positions in AFSC, RKDA, PAVE, NJUL, IP, K, LEA, Liberty Media CORP-Liberty Live, NVO, LEDS. TRGP, Tilray, ZIMV, BHVN.
PFS Partners was a net buyer of stock by $4.2M.
PFS Partners has $219M in assets under management (AUM), dropping by 3.96%.
Central Index Key (CIK): 0002002654

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Portfolio Holdings for PFS Partners

PFS Partners holds 590 positions in its portfolio as reported in the December 2025 quarterly 13F filing

PFS Partners has 590 total positions. Only the first 250 positions are shown.

Sign up to view all of the PFS Partners Dec. 31, 2025 positions
Download the PFS Partners December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	10.2	$22M	+4%	441k	50.58	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	9.6	$21M		507k	41.42	View chart
Ishares Tr Core Div Grwth (DGRO)	7.2	$16M		227k	69.42	View chart
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)	6.3	$14M	-2%	688k	20.05	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (XMAR)	5.8	$13M		315k	39.93	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	5.0	$11M		220k	49.99	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	4.1	$8.9M		287k	30.84	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	3.6	$8.0M		128k	62.37	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	3.6	$7.8M		98k	79.84	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.4	$7.4M		11k	684.97	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	3.3	$7.2M		395k	18.22	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	3.3	$7.1M		54k	132.37	View chart
American Intl Group Com New (AIG)	3.2	$6.9M	+10%	81k	85.55	View chart
Ishares Tr TRS FLT RT BD (TFLO)	2.5	$5.5M	+26%	109k	50.46	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	2.1	$4.6M	-5%	94k	49.15	View chart
HEICO Corporation (HEI)	1.5	$3.2M		10k	323.59	View chart
Micron Technology (MU)	1.1	$2.5M	+2%	8.6k	285.42	View chart
Exxon Mobil Corporation (XOM)	1.1	$2.3M		19k	120.34	View chart
Apple (AAPL)	1.0	$2.2M		8.1k	271.86	View chart
Heico Corp Cl A (HEI.A)	0.9	$2.0M		8.1k	252.41	View chart
Goosehead Ins Com Cl A (GSHD)	0.8	$1.8M		25k	73.65	View chart
Chubb (CB)	0.8	$1.7M		5.3k	312.15	View chart
Honeywell International (HON)	0.7	$1.6M		8.1k	195.09	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.6	$1.3M		24k	54.77	View chart
Innovator Etfs Trust Innovator Us Sma (KJUN)	0.5	$1.0M		36k	27.92	View chart
Marriott Intl Cl A (MAR)	0.5	$994k		3.2k	310.26	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$993k		1.6k	614.20	View chart
Trevi Therapeutics (TRVI)	0.5	$989k		79k	12.52	View chart
Microsoft Corporation (MSFT)	0.4	$967k	+3%	2.0k	483.63	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.4	$797k		23k	35.13	View chart
Western Digital (WDC)	0.4	$777k		4.5k	172.28	View chart
NVIDIA Corporation (NVDA)	0.3	$746k	+5%	4.0k	186.52	View chart
Ge Aerospace Com New (GE)	0.3	$685k		2.2k	308.06	View chart
At&t (T)	0.3	$645k		26k	24.84	View chart
Innovator Etfs Trust Innovator Inter (ISEP)	0.3	$599k		18k	32.59	View chart
Chevron Corporation (CVX)	0.3	$590k		3.9k	152.42	View chart
Bny Mellon Strategic Municipal Bond Fund closed end income funds non-taxable (DSM)	0.3	$560k		91k	6.17	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)	0.2	$521k	+55%	13k	40.92	View chart
Innovator Etfs Trust Us Small Cap Pwr (KAUG)	0.2	$521k		20k	26.53	View chart
International Business Machines (IBM)	0.2	$520k		1.8k	296.18	View chart
Home Depot (HD)	0.2	$520k		1.5k	344.16	View chart
First Bank (FRBA)	0.2	$493k		30k	16.46	View chart
Verizon Communications (VZ)	0.2	$468k		12k	40.73	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XOCT)	0.2	$445k	+201%	12k	37.74	View chart
Merck & Co (MRK)	0.2	$432k		4.1k	105.25	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$427k	+2%	1.1k	396.31	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.2	$395k		12k	33.51	View chart
Amazon (AMZN)	0.2	$390k	-4%	1.7k	230.82	View chart
Shell Spon Ads (SHEL)	0.2	$386k		5.3k	73.48	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$384k	+11%	1.2k	313.12	View chart
Ge Vernova (GEV)	0.2	$381k		583.00	653.03	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUL)	0.2	$379k		9.7k	39.09	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN)	0.2	$378k	-4%	8.8k	42.95	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)	0.2	$363k	+325%	11k	33.67	View chart
Mid-America Apartment (MAA)	0.2	$363k		2.6k	138.93	View chart
Sandisk Corp (SNDK)	0.2	$356k		1.5k	237.38	View chart
Eli Lilly & Co. (LLY)	0.2	$344k		320.00	1076.17	View chart
JPMorgan Chase & Co. (JPM)	0.2	$337k	+5%	1.0k	322.28	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$329k		5.5k	59.93	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$327k	+7%	650.00	502.65	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP)	0.1	$312k	+42%	7.3k	42.38	View chart
Innovator Etfs Trust Innovator Intl D (IJUN)	0.1	$300k		10k	29.22	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL)	0.1	$290k		9.1k	31.70	View chart
Innovator Etfs Trust Us Small Cap Pwr (KDEC)	0.1	$281k	NEW	11k	25.54	View chart
Marsh & McLennan Companies	0.1	$273k		1.5k	185.56	View chart
Installed Bldg Prods (IBP)	0.1	$271k		1.0k	259.27	View chart
Innovator Etfs Trust International De (IDEC)	0.1	$269k	NEW	8.3k	32.29	View chart
Abbvie (ABBV)	0.1	$269k		1.2k	228.58	View chart
Tesla Motors (TSLA)	0.1	$265k	+4%	590.00	449.72	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.1	$265k		5.4k	48.75	View chart
Cisco Systems (CSCO)	0.1	$264k		3.4k	77.03	View chart
Coca-Cola Company (KO)	0.1	$257k		3.7k	69.91	View chart
Costco Wholesale Corporation (COST)	0.1	$251k		291.00	863.66	View chart
First Tr Exchng Traded Fd Vi Ft Vest Eq Enhan (XFEB)	0.1	$250k		7.0k	35.72	View chart
Visa Com Cl A (V)	0.1	$248k		708.00	350.84	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$227k		723.00	313.86	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$227k		332.00	682.51	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (XNOV)	0.1	$216k	+32%	5.7k	37.87	View chart
United Parcel Service CL B (UPS)	0.1	$213k		2.1k	99.20	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$201k		1.5k	131.59	View chart
Valero Energy Corporation (VLO)	0.1	$201k		1.2k	162.77	View chart
Innovator Etfs Trust International Dv (IOCT)	0.1	$195k	+137%	5.6k	34.86	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$192k		1.2k	160.97	View chart
Altria (MO)	0.1	$189k	-4%	3.3k	57.66	View chart
Ford Motor Company (F)	0.1	$187k		14k	13.12	View chart
ConocoPhillips (COP)	0.1	$186k		2.0k	93.62	View chart
Intel Corporation (INTC)	0.1	$180k		4.9k	36.90	View chart
Innovator Etfs Trust Intl Developed (IAUG)	0.1	$176k		6.2k	28.46	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.1	$174k	+44%	4.8k	36.16	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt E (XJAN)	0.1	$169k		4.6k	36.84	View chart
Citigroup Com New (C)	0.1	$155k	-15%	1.3k	116.70	View chart
Eaton Vance Municipal Bond Fund (EIM)	0.1	$151k		16k	9.73	View chart
Innovator Etfs Trust Innovator Intl D (IMAR)	0.1	$147k		4.9k	29.87	View chart
Howmet Aerospace (HWM)	0.1	$147k		717.00	205.02	View chart
Marathon Petroleum Corp (MPC)	0.1	$142k		875.00	162.63	View chart
Te Connectivity Ord Shs (TEL)	0.1	$141k		621.00	227.69	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity E (XMAY)	0.1	$141k		4.1k	34.88	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$140k	-51%	2.8k	50.59	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.1	$139k		3.2k	43.38	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$135k		2.9k	47.02	View chart
Hf Sinclair Corp (DINO)	0.1	$132k		2.9k	46.08	View chart
Willis Towers Watson SHS (WTW)	0.1	$131k		400.00	328.60	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$129k		1.3k	96.88	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (SNOV)	0.1	$125k	-4%	5.0k	24.72	View chart
Innovator Etfs Trust Intl Dev Pwr Buf (INOV)	0.1	$124k	+215%	3.6k	34.54	View chart
FedEx Corporation (FDX)	0.1	$123k		425.00	288.86	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$121k		193.00	627.66	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XAUG)	0.1	$121k		3.2k	37.44	View chart
Nuveen Dow 30 Dynmc Overwrt SHS (DIAX)	0.1	$120k	+4%	7.9k	15.26	View chart
Bank of New York Mellon Corporation (BK)	0.1	$119k	+261%	1.0k	116.10	View chart
Walt Disney Company (DIS)	0.1	$116k		1.0k	113.82	View chart
Warner Bros Discovery Com Ser A (WBD)	0.1	$115k		4.0k	28.82	View chart
Cdw (CDW)	0.1	$115k		841.00	136.20	View chart
Mastercard Incorporated Cl A (MA)	0.1	$113k		198.00	569.82	View chart
Alliance Resource Partners L Ut Ltd Part (ARLP)	0.1	$112k	+2%	4.8k	23.23	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$112k	+4%	406.00	275.05	View chart
S&p Global (SPGI)	0.0	$109k		208.00	523.50	View chart
Simon Property (SPG)	0.0	$105k		570.00	184.98	View chart
Johnson & Johnson (JNJ)	0.0	$105k		507.00	206.98	View chart
Analog Devices (ADI)	0.0	$102k		374.00	271.33	View chart
United Rentals (URI)	0.0	$101k	-13%	125.00	810.75	View chart
Phillips 66 (PSX)	0.0	$101k		785.00	129.03	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.0	$100k		2.2k	46.43	View chart
Boeing Company (BA)	0.0	$100k		459.00	217.12	View chart
Engene Holdings (ENGN)	0.0	$99k	+22%	11k	9.03	View chart
Solstice Advanced Matls Com Shs (SOLS)	0.0	$98k	NEW	2.0k	48.58	View chart
Broadcom (AVGO)	0.0	$96k	+71%	278.00	345.88	View chart
Corning Incorporated (GLW)	0.0	$96k		1.1k	87.58	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$95k		981.00	96.28	View chart
Procter & Gamble Company (PG)	0.0	$94k	-8%	658.00	143.24	View chart
Pfizer (PFE)	0.0	$93k		3.7k	24.90	View chart
Goldman Sachs (GS)	0.0	$87k		99.00	877.84	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.0	$86k	+2%	9.0k	9.53	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$84k		340.00	246.16	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.0	$83k		650.00	127.11	View chart
Innovator Etfs Trust Us Small Cap Pow (KSEP)	0.0	$82k	+8%	2.9k	27.89	View chart
Trane Technologies SHS (TT)	0.0	$81k		207.00	388.95	View chart
Duke Energy Corp Com New (DUK)	0.0	$79k		674.00	117.29	View chart
American Express Company (AXP)	0.0	$78k		211.00	369.75	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$75k		841.00	89.47	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.0	$74k		3.0k	25.08	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$73k		476.00	154.07	View chart
Consolidated Edison (ED)	0.0	$73k		734.00	99.27	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.0	$72k		900.00	80.37	View chart
Innovator Etfs Trust Us Small Cap Pwr (KMAR)	0.0	$72k		2.5k	28.66	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$72k		158.00	453.36	View chart
Iridium Communications (IRDM)	0.0	$70k		4.0k	17.38	View chart
Schwab Strategic Tr Mortgage Backed (SMBS)	0.0	$69k		2.7k	25.68	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.0	$69k		1.5k	45.69	View chart
Provident Financial Services (PFS)	0.0	$68k	-37%	3.5k	19.75	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.0	$68k		2.9k	22.97	View chart
Comcast Corp Cl A (CMCSA)	0.0	$67k		2.3k	29.89	View chart
TJX Companies (TJX)	0.0	$67k		437.00	153.51	View chart
Illumina (ILMN)	0.0	$66k		500.00	131.16	View chart
Intercontinental Exchange (ICE)	0.0	$65k		400.00	161.96	View chart
Prudential Financial (PRU)	0.0	$63k		561.00	112.79	View chart
Boston Scientific Corporation (BSX)	0.0	$63k		657.00	95.35	View chart
Cigna Corp (CI)	0.0	$62k		226.00	275.64	View chart
Meta Platforms Cl A (META)	0.0	$61k	-2%	93.00	660.40	View chart
Pepsi (PEP)	0.0	$61k		427.00	143.68	View chart
Netflix (NFLX)	0.0	$61k	+900%	650.00	93.76	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$61k		2.2k	27.21	View chart
Public Service Enterprise (PEG)	0.0	$60k		750.00	80.32	View chart
Manulife Finl Corp (MFC)	0.0	$60k		1.6k	36.28	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.0	$60k		1.3k	44.94	View chart
Rivian Automotive Com Cl A (RIVN)	0.0	$59k		3.0k	19.71	View chart
Atmos Energy Corporation (ATO)	0.0	$59k	-30%	350.00	167.63	View chart
Digital Realty Trust (DLR)	0.0	$58k		377.00	154.63	View chart
Heritage Commerce (HTBK)	0.0	$58k		4.8k	12.01	View chart
Pimco Etf Tr Enhancd Short (EMNT)	0.0	$57k	+229%	583.00	98.51	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$56k		267.00	209.28	View chart
Palo Alto Networks (PANW)	0.0	$55k		300.00	184.20	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$55k		567.00	96.16	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$55k		188.00	289.79	View chart
Coherent Corp (COHR)	0.0	$54k		294.00	184.57	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.0	$54k	+10%	493.00	108.57	View chart
Spdr Series Trust State Street Spd (SPIB)	0.0	$53k		1.6k	33.81	View chart
Philip Morris International (PM)	0.0	$52k		327.00	160.39	View chart
W.R. Berkley Corporation (WRB)	0.0	$52k		745.00	70.11	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.0	$52k		630.00	82.06	View chart
Abbott Laboratories (ABT)	0.0	$51k		405.00	125.18	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.0	$49k		1.2k	40.72	View chart
Hubbell (HUBB)	0.0	$48k		109.00	442.40	View chart
Air Lease Corp Cl A (AL)	0.0	$48k		750.00	64.23	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$48k		1.8k	26.91	View chart
Putnam Etf Trust Franklin Ny Muni (FTNY)	0.0	$47k	NEW	6.0k	7.84	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$47k	+41%	640.00	73.58	View chart
Wells Fargo & Company (WFC)	0.0	$45k		484.00	93.17	View chart
Advisorshares Tr Pure Us Cannabis (MSOS)	0.0	$44k	+11%	9.4k	4.72	View chart
Danaher Corporation (DHR)	0.0	$43k		189.00	228.80	View chart
Organigram Global (OGI)	0.0	$42k		25k	1.68	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	0.0	$42k		600.00	69.31	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$42k		337.00	123.38	View chart
Wal-Mart Stores (WMT)	0.0	$41k	+6%	371.00	111.33	View chart
Advanced Micro Devices (AMD)	0.0	$41k	+269%	192.00	213.74	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.0	$41k		759.00	53.70	View chart
Gladstone Capital Corp Com New (GLAD)	0.0	$41k		2.0k	20.66	View chart
Tapestry (TPR)	0.0	$41k		317.00	127.77	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.0	$40k	+4%	1.1k	36.06	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$39k		376.00	104.91	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.0	$39k	-14%	300.00	130.08	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.0	$39k		1.2k	31.51	View chart
Illinois Tool Works (ITW)	0.0	$38k		156.00	246.44	View chart
Allstate Corporation (ALL)	0.0	$38k		184.00	207.95	View chart
Butterfly Network Com Cl A (BFLY)	0.0	$38k		10k	3.80	View chart
Eastern Bankshares (EBC)	0.0	$38k	+5%	2.1k	18.43	View chart
Bwx Technologies (BWXT)	0.0	$38k		217.00	172.84	View chart
High Tide Com New (HITI)	0.0	$37k		14k	2.65	View chart
Emerson Electric (EMR)	0.0	$36k		274.00	132.78	View chart
Avalo Therapeutics Com New (AVTX)	0.0	$36k	+100%	2.0k	18.16	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$36k		800.00	45.21	View chart
Raytheon Technologies Corp (RTX)	0.0	$36k		197.00	183.12	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.0	$36k		874.00	41.27	View chart
Flexshares Tr Qualt Divd Idx (QDF)	0.0	$36k	-24%	442.00	80.76	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$35k		649.00	53.85	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.0	$35k		675.00	51.56	View chart
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG)	0.0	$35k		1.3k	27.52	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)	0.0	$34k		876.00	38.74	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$34k	+100%	757.00	44.71	View chart
Guardant Health (GH)	0.0	$34k		330.00	102.14	View chart
Douglas Elliman (DOUG)	0.0	$34k		14k	2.37	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.0	$34k		698.00	48.20	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.0	$34k	+545%	2.0k	16.43	View chart
Innovator Etfs Trust Us Small Cap Pwr (KNOV)	0.0	$33k	+118%	1.2k	28.47	View chart
Fulton Financial (FULT)	0.0	$33k		1.7k	19.33	View chart
Qualcomm (QCOM)	0.0	$33k		193.00	171.05	View chart
Kla Corp Com New (KLAC)	0.0	$32k		27.00	1196.59	View chart
Gorman-Rupp Company (GRC)	0.0	$32k		672.00	47.78	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$32k		513.00	62.46	View chart
Innovator Etfs Trust Us Sm Cap Buffer (KFEB)	0.0	$32k		1.2k	27.24	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$32k		1.3k	24.04	View chart
Nextera Energy (NEE)	0.0	$31k		386.00	80.30	View chart
Ishares Tr Esg Advncd Hy Bd (HYXF)	0.0	$30k	+285%	632.00	47.23	View chart
Enbridge (ENB)	0.0	$30k		621.00	47.81	View chart
SYSCO Corporation (SYY)	0.0	$29k		398.00	73.64	View chart
MetLife (MET)	0.0	$29k		367.00	78.86	View chart
Starbucks Corporation (SBUX)	0.0	$29k		340.00	84.29	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$29k	+10%	192.00	148.70	View chart
Quanta Services (PWR)	0.0	$28k		67.00	423.54	View chart
Freeport-mcmoran CL B (FCX)	0.0	$28k		557.00	50.82	View chart
First Ctzns Bancshares Inc D Cl A (FCNCA)	0.0	$28k		13.00	2177.38	View chart
McDonald's Corporation (MCD)	0.0	$28k		92.00	307.12	View chart
Griffon Corporation (GFF)	0.0	$28k		375.00	73.65	View chart
Rio Tinto Sponsored Adr (RIO)	0.0	$28k	NEW	344.00	80.03	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$27k		90.00	304.72	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$27k		513.00	52.88	View chart
Fair Isaac Corporation (FICO)	0.0	$27k		16.00	1690.62	View chart
Palantir Technologies Cl A (PLTR)	0.0	$27k		152.00	177.75	View chart
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG)	0.0	$27k	NEW	1.4k	19.33	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$26k	+23%	532.00	49.65	View chart

Past Filings by PFS Partners

SEC 13F filings are viewable for PFS Partners going back to 2023

PFS Partners 2025 Q4 filed Jan. 16, 2026
PFS Partners 2025 Q3 filed Oct. 16, 2025
PFS Partners 2025 Q2 filed July 16, 2025
PFS Partners 2025 Q1 filed April 14, 2025
PFS Partners 2024 Q4 filed Jan. 27, 2025
PFS Partners 2024 Q3 filed Nov. 1, 2024
PFS Partners 2024 Q2 filed July 25, 2024
PFS Partners 2024 Q1 filed April 15, 2024
PFS Partners 2023 Q4 filed Jan. 29, 2024
PFS Partners 2021 Q4 filed Dec. 1, 2023
PFS Partners 2022 Q1 filed Dec. 1, 2023
PFS Partners 2022 Q2 filed Dec. 1, 2023
PFS Partners 2022 Q3 filed Dec. 1, 2023
PFS Partners 2022 Q4 filed Dec. 1, 2023
PFS Partners 2023 Q1 filed Dec. 1, 2023
PFS Partners 2023 Q2 filed Dec. 1, 2023

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