PC

PGIM Custom Harvest LLC

13F
PGIM Custom Harvest LLC
Last update 2025-05-14 241 Stocks (8 new)
Value $4.18 Bil Turnover 6 %
Countries:
Top Holdings: IYW(15.20%)XLY(6.88%)VGT(6.81%)VHT(6.51%)VOX(6.42%)
Summary Stock Picks Current Portfolio
PGIM Custom Harvest LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IYW
iShares U.S. Technology ETF
4,528,761
636,019.1
+4.43%
15.200
+0.64%
3.600
+36.16%
+12.15%
22,366.6
 
XLY
Consumer Discretionary Select Sector SPDR
Consumer Discretionary Select Sector SPDR
1,458,362
287,968.0
-2.67%
6.880
-0.18%
1.480
+20.09%
-0.49%
22,739.8
 
VGT
Vanguard Information Technology ETF
525,628
285,090.4
-5.66%
6.810
-0.38%
0.400
+35.75%
+10.51%
87,513.6
 
VHT
Vanguard Health Care ETF
1,028,427
272,255.7
+2.42%
6.510
+0.15%
1.510
-0.75%
-3.37%
14,687.9
 
VOX
Vanguard Communication Services ETF
1,809,096
268,451.7
-0.44%
6.420
-0.02%
6.210
+23.05%
+10.48%
4,711.7
 
VIS
Vanguard Industrials ETF
893,994
221,308.2
+1.79%
5.290
+0.09%
4.420
+22.02%
+13.98%
5,540.1
 
XLV
Health Care Select Sector SPDR
1,267,682
185,094.3
+10.45%
4.420
+0.42%
0.480
-2.23%
-3.34%
33,140.0
 
XLC
Communication Services Select Sector SPDR Fund
Communication Services Select Sector SPDR Fund
1,633,712
157,571.5
+8.70%
3.770
+0.30%
0.760
+18.00%
+10.28%
23,547.6
 
IXN
iShares Global Tech ETF
1,929,209
146,118.3
+38.36%
3.490
+0.97%
3.370
+34.43%
+12.51%
5,705.5
 
VFH
Vanguard Financials ETF
1,215,977
145,272.8
+2.67%
3.470
+0.09%
1.210
+15.55%
+9.68%
12,105.5
 

PGIM Custom Harvest LLC's Historical Top Holdings Breakdowns

PGIM Custom Harvest LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
XLF
Financial Select Sector SPDR
2025-03-31
Sold Out
Sold Out
-8.36%
●
47.32 ($50.16) 52.19
$52.54
4.74%
Sold Out
0
-8,851,109
XLK
Technology Select Sector SPDR ETF
2025-03-31
Sold Out
Sold Out
-6.16%
●
206.38 ($226.74) 242.18
$260.89
15.06%
Sold Out
0
-1,356,251
XLI
Industrial Select Sector SPDR
2025-03-31
Sold Out
Sold Out
-2.57%
●
128.78 ($135.13) 141.67
$151.46
12.08%
Sold Out
0
-998,985
IXN
iShares Global Tech ETF
2025-03-31
Add
Add
+0.97%
●
75.73 ($82.8) 88.4
$95.17
14.94%
Add 38.36%
1,929,209
534,897
XLE
The Energy Select Sector SPDR Fund
2025-03-31
Sold Out
Sold Out
-0.77%
●
85.7 ($90.17) 93.96
$85.96
-4.67%
Sold Out
0
-459,781
XLU
Utilities Select Sector SPDR ETF
2025-03-31
Sold Out
Sold Out
-0.65%
●
74.7 ($78.14) 80.27
$83.75
7.18%
Sold Out
0
-440,351
IYW
iShares U.S. Technology ETF
2025-03-31
Add
Add
+0.64%
●
140.44 ($155.77) 166.79
$178.72
14.73%
Add 4.43%
4,528,761
192,008
XLV
Health Care Select Sector SPDR
2025-03-31
Add
Add
+0.42%
●
137.61 ($145.27) 149.68
$131.84
-9.24%
Add 10.45%
1,267,682
119,968
VGT
Vanguard Information Technology ETF
2025-03-31
Reduce
Reduce
-0.38%
●
542.38 ($602.71) 646.34
$685.53
13.74%
Reduce -5.66%
525,628
-31,506
IYF
iShares U.S. Financials ETF
2025-03-31
Add
Add
+0.37%
●
107.69 ($114.54) 119.37
$122.59
7.03%
Add 27%
648,435
137,864

PGIM Custom Harvest LLC Total Holding History ($B)

To

PGIM Custom Harvest LLC's Asset Allocation

To

PGIM Custom Harvest LLC Past Portfolios

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

Top Ranked Articles

  • 1

PGIM Custom Harvest LLC's Hypothetical Growth since 2025-03-31

PGIM Custom Harvest LLC's Yearly Returns

Year Portfolio % % Excess Gain %

PGIM Custom Harvest LLC's Holdings Heat Map

Size field:

PGIM Custom Harvest LLC's Holdings Bubble Chart

PGIM Custom Harvest LLC News

  • 1

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