PI

PFS INVESTMENTS INC.

13F
PFS INVESTMENTS INC.
Last update 2019-01-22 512 Stocks (40 new)
Value $6.12 Bil Turnover 10 %
Countries:
Top Holdings: MBB(3.06%)SPDW(2.76%)SPYG(2.25%)QQQM(2.21%)IVV(2.18%)
Summary Stock Picks Current Portfolio News
PFS INVESTMENTS INC. Top Holdings of 2023-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MBB
iShares MBS ETF
2,010,319
187,490.0
+9.95%
3.060
+0.28%
0.720
+2.02%
+1.45%
39,538.3
 
SPDW
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
5,188,322
168,830.0
+7.19%
2.760
+0.19%
1.070
+13.50%
+13.88%
39,771.3
 
SPYG
SPDR Portfolio S&P 500 Growth ETF
2,262,024
138,010.0
+9.40%
2.250
+0.19%
0.770
+18.59%
+7.78%
50,782.1
 
QQQM
Invesco NASDAQ 100 ETF
892,329
135,620.0
+4.86%
2.210
+0.10%
1.280
+23.32%
+15.33%
94,791.5
 
IVV
iShares Core S&P 500 ETF
300,060
133,740.0
-25.76%
2.180
-0.74%
0.040
+12.98%
+7.17%
785,589.9
 
SPYV
SPDR Portfolio S&P 500 Value ETF
3,010,747
130,060.0
-4.97%
2.120
-0.11%
0.840
+8.15%
+7.56%
34,905.5
 
QUAL
iShares MSCI USA Quality Factor ETF
900,552
121,460.0
+16.06%
1.980
+0.27%
0.400
+12.56%
+7.99%
44,932.7
 
SPEM
SPDR Portfolio Emerging Markets ETF
3,339,872
114,830.0
+14.59%
1.880
+0.24%
1.650
+11.83%
+9.66%
17,151.8
 
QQQ
INVESCO QQQ Trust
281,931
104,150.0
-16.06%
1.700
-0.30%
0.050
+23.27%
+15.28%
470,507.0
 
OMFL
Invesco Russell 1000 Dynamic Multifactor ETF
Invesco Russell 1000 Dynamic Multifactor ETF
1,791,135
87,730.0
+38.51%
1.430
+0.40%
2.730
+12.45%
+10.39%
4,630.0
 

PFS INVESTMENTS INC.'s Historical Top Holdings Breakdowns

PFS INVESTMENTS INC. Total Holding History ($B)

To

PFS INVESTMENTS INC.'s Asset Allocation

To

PFS INVESTMENTS INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

PFS INVESTMENTS INC.'s Hypothetical Growth since 2023-06-30

PFS INVESTMENTS INC.'s Yearly Returns

This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.

Year Portfolio % % Excess Gain %

PFS INVESTMENTS INC.'s Holdings Heat Map

Size field:

PFS INVESTMENTS INC.'s Holdings Bubble Chart

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