PI

PFG Investments, LLC

13F
PFG Investments, LLC
Last update 2025-01-22 1025 Stocks (81 new)
Value $1.61 Bil Turnover 6 %
Countries:
Top Holdings: AAPL(9.24%)TSLA(3.32%)MSFT(3.30%)NVDA(3.27%)AMZN(2.09%)
Summary Stock Picks Current Portfolio
PFG Investments, LLC Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
592,386
148,345.4
+0.51%
9.240
+0.05%
0.000
-16.25%
-20.79%
2,976,623.8
Hardware
TSLA 		Tesla Inc
131,908
53,269.7
+6.47%
3.320
+0.20%
0.000
-36.08%
-37.52%
811,559.4
Vehicles & Parts
MSFT 		Microsoft Corp
125,785
53,018.4
+2.47%
3.300
+0.08%
0.000
-7.09%
-7.66%
2,887,730.4
Software
NVDA 		NVIDIA Corp
391,450
52,567.9
-2.70%
3.270
-0.09%
0.000
-18.37%
-17.39%
2,706,692.0
Semiconductors
AMZN 		Amazon.com Inc
153,214
33,613.7
-2.37%
2.090
-0.04%
0.000
-15.56%
-15.73%
1,961,907.7
Retail - Cyclical
META 		Meta Platforms Inc
46,303
27,110.6
+2.67%
1.690
+0.04%
0.000
-11.66%
-7.08%
1,377,221.2
Interactive Media
SPY 		SPDR S&P 500 ETF Trust
37,014
21,693.1
+3.28%
1.350
+0.04%
0.000
-7.74%
-8.62%
541,085.2
 
PDI 		PIMCO Dynamic Income Fund
1,136,107
20,836.2
+8.00%
1.300
+0.10%
0.320
-0.63%
+2.13%
6,314.5
Asset Management
QQQ 		INVESCO QQQ Trust
36,180
18,496.3
+1.92%
1.150
+0.02%
0.010
-10.27%
-10.98%
286,362.9
 
JPM 		JPMorgan Chase & Co
69,987
16,776.5
-0.18%
1.040
0%
0.000
-0.92%
-0.35%
656,423.4
Banks

PFG Investments, LLC's Historical Top Holdings Breakdowns

PFG Investments, 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
IVV 		iShares Core S&P 500 ETF2024-12-31Add
+0.27%
●
570.51 ($592.23) 610.83
$536.98
-9.33%
Add 285.71%
9,986
7,397
UPS 		United Parcel Service Inc2024-12-31Add
+0.27%
●
122.65 ($131.58) 138.35
$97.08
-26.22%
Add 254.32%
47,897
34,379
TSLA 		Tesla Inc2024-12-31Add
+0.20%
●
213.65 ($322.75) 479.86
$252.31
-21.82%
Add 6.47%
131,908
8,013
IYW 		iShares U.S. Technology ETF2024-12-31Add
+0.19%
●
149.05 ($158.39) 166.23
$135.70
-14.33%
Add 131.81%
33,269
18,917
VTI 		Vanguard Total Stock Market ETF2024-12-31Add
+0.15%
●
280.04 ($291.95) 302.45
$261.74
-10.35%
Add 29.41%
36,042
8,191
CEF 		Sprott Physical Gold and Silver Trust2024-12-31Reduce
-0.14%
●
23.63 ($24.79) 26.47
$28.62
15.45%
Reduce -18.44%
384,245
-86,882
VIG 		Vanguard Dividend Appreciation FTF2024-12-31Add
+0.14%
●
194.19 ($199.7) 204.68
$184.75
-7.49%
Add 81.37%
26,066
11,694
SCHD 		Schwab US Dividend Equity ETF2024-12-31Add
+0.12%
●
26.93 ($28.43) 29.53
$25.30
-11.01%
Add 89.29%
147,065
69,371
ISPY 		ProShares S&P 500 High Income ETF2024-12-31Add
+0.11%
●
43.7 ($45.11) 46.09
$38.66
-14.30%
Add 68.24%
98,368
39,899
GRNB 		VanEck Green Bond ETF2024-12-31Add
+0.11%
●
23.7 ($24.03) 24.45
$23.63
-1.66%
Add 18.29%
457,677
70,751

PFG Investments, LLC Total Holding History ($B)

To

PFG Investments, LLC's Asset Allocation

To

PFG Investments, LLC Past Portfolios

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

Top Ranked Articles

  • 1

PFG Investments, LLC's Hypothetical Growth since 2024-12-31

PFG Investments, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

PFG Investments, LLC's Holdings Heat Map

Size field:

PFG Investments, LLC's Holdings Bubble Chart

PFG Investments, LLC News

  • 1

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