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    Pfg Investments, LLC

    CIK Number: 0001973224

    1.71B
    Market Value
    921
    # of Holdings
    6 months
    Avg. Holding Period
    Win Rate
    Peformance 3-Years
    Main Sectors:
    Financial Services Technology Industrials
    Top Industries:
    Biotechnology Semiconductors Regulated Electric

    Filing Date: Apr 22, 2025

    Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
    1 AAPL Apple Inc.
    232.81
    		-0.22% 519.32K -12.33% 115.36M 168.95 7.40% Share
    2 MSFT Microsoft Corpo...
    522.28
    		+0.33% 123.81K -1.57% 46.48M 381.74 2.98% Share
    3 NVDA NVIDIA Corporat...
    182.02
    		+0.24% 387.01K -1.14% 41.94M 59.36 2.69% Share
    4 TSLA Tesla, Inc.
    335.58
    		-1.12% 136.03K +3.12% 35.25M 217.84 2.26% Share
    5 AMZN Amazon.com, Inc...
    230.94
    		+2.84% 156.07K +1.87% 29.69M 151.6 1.90% Share
    6 META Meta Platforms,...
    781.96
    		+0.24% 47.23K +1.99% 27.22M 407.97 1.75% Share
    7 SPY SPDR S&P 500 ET...
    644.93
    		+0.01% 37.97K +2.59% 21.24M 474.05 1.36% Share
    8 QQQ Invesco QQQ Tru...
    579.86
    		-0.08% 38.55K +6.56% 18.08M 403.16 1.16% Share
    9 XOM Exxon Mobil Cor...
    107.38
    		-0.21% 147.51K +1.73% 17.54M 115.41 1.13% Share
    10 COST Costco Wholesal...
    975.42
    		-0.35% 18.34K +2.19% 17.35M 655.17 1.11% Share
    11 JNJ Johnson & Johns...
    174.72
    		+0.17% 102.61K +9.50% 17.02M 158.16 1.09% Share
    12 JPM JPMorgan Chase ...
    294.09
    		+1.23% 68.54K -2.07% 16.81M 176.65 1.08% Share
    13 GRNB VanEck Green Bo...
    24.31
    		-0.12% 512.74K +12.03% 12.34M 23.94 0.79% Share
    14 EMNT PIMCO Enhanced ...
    98.58
    		-0.04% 117.19K +92.26% 11.57M 98.46 0.74% Share
    15 GOOGL Alphabet Inc.
    202.88
    		+0.46% 74.41K -7.65% 11.51M 129.41 0.74% Share
    16 IBM International B...
    237.04
    		-1.26% 45.03K -0.9% 11.2M 163.28 0.72% Share
    17 V Visa Inc.
    345.40
    		+0.83% 30.88K -2.25% 10.82M 256.66 0.69% Share
    18 CSCO Cisco Systems, ...
    69.28
    		-1.58% 173.82K +0.58% 10.73M 51.23 0.69% Share
    19 BIL SPDR Bloomberg ...
    91.58
    		+0.02% 116.17K +24.87% 10.66M 91.73 0.68% Share
    20 BRK-B Berkshire Hatha...
    479.02
    		+0.36% 19.53K +9.78% 10.4M 397.85 0.67% Share
    21 VZ Verizon Communi...
    43.49
    		-0.49% 228.04K -2.83% 10.34M 41.7 0.66% Share
    22 CHGX Stance Sustaina...
    26.65
    		-0.41% 265.03K -1.4% 9.76M 36.83 0.63% Share
    23 DSI iShares MSCI KL...
    121.50
    		-0.19% 93.47K +0.87% 9.57M 84.63 0.61% Share
    24 GOOG Alphabet Inc.
    203.77
    		+0.36% 60.98K +0.35% 9.53M 140.44 0.61% Share
    25 VTI Vanguard Total ...
    317.25
    		-0.13% 34.01K -5.64% 9.35M 249.05 0.60% Share
    26 WMT Walmart Inc.
    100.84
    		-0.15% 101.01K -0.47% 8.87M 56.58 0.57% Share
    27 PG The Procter & G...
    153.70
    		-1.1% 52.01K +2.46% 8.86M 156.39 0.57% Share
    28 PEP PepsiCo, Inc.
    148.62
    		-0.49% 58.76K +4.02% 8.81M 173.24 0.57% Share
    29 PLTR Palantir Techno...
    181.00
    		-1.83% 98.61K -3.28% 8.32M 29.86 0.53% Share
    30 GLD SPDR Gold Share...
    307.25
    		-0.63% 28.78K +19.74% 8.29M 212.13 0.53% Share
    31 CVX Chevron Corpora...
    155.20
    		-0.43% 48.62K +0.46% 8.13M 158.08 0.52% Share
    32 HD The Home Depot,...
    400.32
    		-1.68% 22.08K +0.32% 8.09M 347.8 0.52% Share
    33 T AT&T Inc.
    28.75
    		+1.27% 268.25K -2.34% 7.59M 17.79 0.49% Share
    34 LLY Eli Lilly and C...
    684.46
    		+3.63% 9.06K +2.51% 7.48M 713.02 0.48% Share
    35 ED Consolidated Ed...
    102.86
    		-0.78% 64.1K -0.23% 7.09M 92.23 0.45% Share
    36 VGSR Vert Global Sus...
    10.35
    		-0.96% 685.57K +9.12% 6.95M 9.8 0.45% Share
    37 FV First Trust Dor...
    61.13
    		-0.57% 123.82K +2.54% 6.79M 50.26 0.44% Share
    38 BAC Bank of America...
    47.70
    		+0.97% 160.89K -0.97% 6.71M 35.36 0.43% Share
    39 ABBV AbbVie Inc.
    204.72
    		+1.61% 31.3K -2.42% 6.56M 169.45 0.42% Share
    40 HASI Hannon Armstron...
    26.67
    		-0.86% 217.96K -3.85% 6.37M 28.86 0.41% Share
    41 JEPI JPMorgan Equity...
    56.62
    		-0.11% 110.92K +10.01% 6.34M 56.88 0.41% Share
    42 ITOT iShares Core S&...
    140.91
    		-0.11% 49.72K +10.44% 6.07M 118.19 0.39% Share
    43 PFE Pfizer Inc.
    25.11
    		-0.22% 236.46K +14.55% 5.99M 30.35 0.38% Share
    44 BEPC Brookfield Rene...
    32.97
    		-2.41% 209.12K +5.62% 5.84M 27.67 0.37% Share
    45 IVV iShares Core S&...
    648.15
    		+0.01% 10.27K +2.85% 5.77M 562.87 0.37% Share
    46 AMD Advanced Micro ...
    180.97
    		-1.87% 55.89K +15.87% 5.74M 142.5 0.37% Share
    47 VYM Vanguard High D...
    137.35
    		-0.17% 43.98K -8.56% 5.67M 113.74 0.36% Share
    48 KO The Coca-Cola C...
    69.52
    		-1.33% 78.5K -0.22% 5.62M 61 0.36% Share
    49 MRK Merck & Co., In...
    82.74
    		+0.04% 62.58K -3.31% 5.62M 122.18 0.36% Share
    50 VOO Vanguard S&P 50...
    592.77
    		-0.01% 10.93K -0.91% 5.61M 476.73 0.36% Share
    51 AVGO Broadcom Inc.
    311.19
    		+0.68% 33.35K +7.74% 5.58M 125.38 0.36% Share
    52 ECC Eagle Point Cre...
    6.66
    		-2.49% 685.96K +10.75% 5.56M 9.73 0.36% Share
    53 NFLX Netflix, Inc.
    1230.56
    		+2.17% 5.87K -0.98% 5.48M 514.47 0.35% Share
    54 UPS United Parcel S...
    88.56
    		+0.43% 49.36K +3.05% 5.43M 137.39 0.35% Share
    55 GE GE Aerospace
    269.72
    		+0.32% 26.48K -3.08% 5.3M 134.28 0.34% Share
    56 ISPY ProShares Trust...
    43.85
    		+0.17% 123.49K +25.54% 5.2M 43.46 0.33% Share
    57 ORCL Oracle Corporat...
    244.93
    		+0.31% 37.07K -3.67% 5.18M 119.77 0.33% Share
    58 AGG iShares Core U....
    99.10
    		-0.27% 49.77K -1.09% 4.92M 98.59 0.32% Share
    59 GRID First Trust NAS...
    143.98
    		-0.23% 43.26K +1.24% 4.89M 105.79 0.31% Share
    60 VIG Vanguard Divide...
    210.08
    		+0.06% 24.55K -5.8% 4.76M 185.9 0.31% Share
    61 IYW iShares U.S. Te...
    184.93
    		-0.22% 32.98K -0.87% 4.63M 134.01 0.30% Share
    62 MCD McDonald's Corp...
    308.84
    		+1.24% 14.77K -1.13% 4.61M 281.37 0.30% Share
    63 PM Philip Morris I...
    165.25
    		-0.38% 29.05K -1.15% 4.61M 94.71 0.30% Share
    64 EPD Enterprise Prod...
    31.93
    		+0.57% 134.48K -1.81% 4.59M 29.46 0.29% Share
    65 UNH UnitedHealth Gr...
    271.50
    		-0.11% 8.67K -17.43% 4.54M 485.64 0.29% Share
    66 SPLV Invesco S&P 500...
    73.55
    		-0.65% 60.12K -1.78% 4.49M 64.43 0.29% Share
    67 SCHD Schwab U.S. Div...
    27.34
    		-0.46% 159.87K +8.71% 4.47M 26.93 0.29% Share
    68 MA Mastercard Inco...
    583.65
    		+0.99% 8.07K -5.21% 4.42M 440.87 0.28% Share
    69 ADMA ADMA Biologics,...
    16.97
    		-1.34% 222.81K +0.59% 4.42M 6.22 0.28% Share
    70 INTG The InterGroup ...
    12.18
    		+0.66% 344.75K +0.23% 4.18M 20.64 0.27% Share
    71 ET Energy Transfer...
    17.38
    		-0.66% 222.14K -9.58% 4.13M 15.94 0.26% Share
    72 QYLD Global X NASDAQ...
    16.93
    		+0.03% 244.68K +53.90% 4.07M 17.31 0.26% Share
    73 DIS The Walt Disney...
    116.33
    		-0.27% 40.4K -23.58% 3.99M 110.35 0.26% Share
    74 NEE NextEra Energy,...
    72.22
    		-0.1% 55.26K -3.08% 3.92M 65.86 0.25% Share
    75 MO Altria Group, I...
    65.54
    		+0.06% 64.69K +1.87% 3.88M 44.28 0.25% Share
    76 DUK Duke Energy Cor...
    124.26
    		-1.15% 31.41K +0.50% 3.83M 96.4 0.25% Share
    77 F Ford Motor Comp...
    11.44
    		-0.04% 373.73K +70.05% 3.75M 11.87 0.24% Share
    78 BX Blackstone Inc.
    174.53
    		-1.17% 26.73K +1.21% 3.74M 117.99 0.24% Share
    79 BA The Boeing Comp...
    233.18
    		-0.08% 21.35K +0.48% 3.64M 191 0.23% Share
    80 XLK Technology Sele...
    267.74
    		-0.21% 17.47K -5.71% 3.61M 199.99 0.23% Share
    81 BMY Bristol-Myers S...
    47.81
    		-0.08% 57.55K +7.47% 3.51M 56.03 0.23% Share
    82 VCSH Vanguard Short-...
    79.58
    		-0.12% 44.17K +13.30% 3.49M 77.05 0.22% Share
    83 NOBL ProShares S&P 5...
    104.33
    		-0.96% 33.61K +9.81% 3.43M 94.93 0.22% Share
    84 QQQH NEOS Nasdaq-100...
    53.97
    		+0.04% 69.84K +100.00% 3.41M 48.82 0.22% Share
    85 NUDM Nuveen ESG Inte...
    36.79
    		+0.35% 104.6K -3.47% 3.33M 30.86 0.21% Share
    86 IEFA iShares Core MS...
    85.61
    		-0.04% 41.69K +5.96% 3.15M 75.1 0.20% Share
    87 QCOM QUALCOMM Incorp...
    158.09
    		+0.96% 20.45K -2.26% 3.14M 154.63 0.20% Share
    88 XLU Utilities Selec...
    85.85
    		-0.72% 39.24K +10.80% 3.09M 68.23 0.20% Share
    89 UBER Uber Technologi...
    91.40
    		+0.63% 42.23K +6.32% 3.08M 67.75 0.20% Share
    90 SDY SPDR S&P Divide...
    140.47
    		-0.75% 22.64K +51.67% 3.07M 129.15 0.20% Share
    91 SOXX iShares Semicon...
    254.14
    		+0.10% 16.1K +0.78% 3.03M 161.91 0.19% Share
    92 SGOV iShares 0-3 Mon...
    100.53
    		+0.02% 29.95K +12.33% 3.02M 100.59 0.19% Share
    93 FNF Fidelity Nation...
    60.44
    		-1.03% 45.21K +100.00% 2.94M 65.08 0.19% Share
    94 XYLD Global X S&P 50...
    39.26
    		+0.03% 73.57K +4.52% 2.91M 40.61 0.19% Share
    95 GLW Corning Incorpo...
    65.75
    		+0.02% 61.55K -16.7% 2.82M 34.06 0.18% Share
    96 IWY iShares Russell...
    261.68
    		+0.21% 12.93K +15.80% 2.73M 197.99 0.17% Share
    97 SMH VanEck Semicond...
    301.92
    		+0.21% 12.9K -4.37% 2.73M 235.87 0.17% Share
    98 RTX RTX Corporation
    155.06
    		-0.42% 20.48K +7.44% 2.71M 99.41 0.17% Share
    99 INTC Intel Corporati...
    23.86
    		+7.38% 118.93K -9.85% 2.7M 42.38 0.17% Share
    100 OHI Omega Healthcar...
    40.84
    		+1.09% 70.76K +20.36% 2.69M 35.27 0.17% Share
    101 IDCC InterDigital, I...
    269.74
    		-2.31% 13.03K +2.16% 2.69M 100.52 0.17% Share
    102 AEP American Electr...
    112.87
    		-0.21% 24.63K -2.69% 2.69M 84.31 0.17% Share
    103 JPST JPMorgan Ultra-...
    50.62
    		0.00% 52.27K +0.20% 2.65M 50.27 0.17% Share
    104 SPYI Neos S&P 500(R)...
    51.81
    		+0.04% 55.2K +52.32% 2.64M 49.75 0.17% Share
    105 PANW Palo Alto Netwo...
    173.55
    		-1.87% 15.18K -1.06% 2.59M 113.8 0.17% Share
    106 ABR Arbor Realty Tr...
    11.94
    		-1.12% 219.8K -2.54% 2.58M 13.2 0.17% Share
    107 VUG Vanguard Growth...
    463.54
    		+0.15% 6.96K +3.43% 2.58M 339.47 0.17% Share
    108 ESGV Vanguard ESG U....
    114.60
    		+0.03% 26.3K +21.17% 2.58M 96.3 0.17% Share
    109 PSEC Prospect Capita...
    2.85
    		-0.35% 624.42K +3.43K% 2.56M 4.14 0.16% Share
    110 ADP Automatic Data ...
    301.52
    		-1.12% 8.36K -4.89% 2.56M 239.82 0.16% Share
    111 DE Deere & Company
    478.62
    		-6.8% 5.4K -7.35% 2.53M 406.27 0.16% Share
    112 BIV Vanguard Interm...
    77.31
    		-0.3% 32.7K +0.41% 2.5M 77.41 0.16% Share
    113 IWM iShares Russell...
    228.20
    		-1.31% 12.54K -10.38% 2.5M 203.12 0.16% Share
    114 HON Honeywell Inter...
    218.15
    		-0.73% 11.72K +6.36% 2.48M 200.43 0.16% Share
    115 SO The Southern Co...
    94.18
    		-0.64% 26.89K -1% 2.47M 70.74 0.16% Share
    116 LMT Lockheed Martin...
    437.38
    		-1.17% 5.45K +1.87% 2.43M 459.32 0.16% Share
    117 VTV Vanguard Value ...
    180.44
    		-0.2% 13.94K +8.27% 2.41M 160.59 0.15% Share
    118 TJX The TJX Compani...
    132.95
    		-0.86% 19.77K -0.67% 2.41M 86.11 0.15% Share
    119 WLYB John Wiley & So...
    39.30
    		-1.6% 53.48K 0.00% 2.39M 38.3 0.15% Share
    120 LOW Lowe's Companie...
    253.05
    		-1.24% 10.22K -0.22% 2.38M 240.05 0.15% Share
    121 AMGN Amgen Inc.
    290.28
    		+0.33% 7.64K -4.05% 2.38M 281.6 0.15% Share
    122 UTES Virtus Reaves U...
    81.14
    		-0.77% 36.85K +100.00% 2.38M 64.6 0.15% Share
    123 ISRG Intuitive Surgi...
    477.00
    		-1.11% 4.8K +22.24% 2.38M 377.48 0.15% Share
    124 XLE Energy Select S...
    85.55
    		-0.11% 25.35K -11.99% 2.37M 89.81 0.15% Share
    125 IQQQ ProShares Nasda...
    42.56
    		-0.05% 60.74K +43.19% 2.36M 41.37 0.15% Share
    126 D Dominion Energy...
    61.16
    		-1.51% 42.02K +229.42% 2.36M 53.97 0.15% Share
    127 ARM Arm Holdings pl...
    140.53
    		-0.76% 21.95K +20.66% 2.34M 123.46 0.15% Share
    128 PEG Public Service ...
    86.75
    		-1.05% 28.38K -3.33% 2.34M 67.53 0.15% Share
    129 PLD Prologis, Inc.
    105.85
    		-0.32% 20.44K -5.16% 2.29M 122.92 0.15% Share
    130 MS Morgan Stanley
    148.51
    		+0.51% 19.34K -10.68% 2.26M 90.05 0.14% Share
    131 PDP Invesco DWA Mom...
    111.31
    		-0.8% 22.51K -0.68% 2.25M 86.52 0.14% Share
    132 GS The Goldman Sac...
    746.99
    		+0.31% 4.06K -19.88% 2.22M 386.23 0.14% Share
    133 ESGU iShares ESG Awa...
    140.78
    		-0.12% 18.16K +28.36% 2.21M 103.64 0.14% Share
    134 GEV GE Vernova Inc.
    625.14
    		-1.45% 7.25K -0.71% 2.21M 179.83 0.14% Share
    135 IJR iShares Core S&...
    115.17
    		-1.4% 21.1K -17.62% 2.21M 109.21 0.14% Share
    136 MMM 3M Company
    156.66
    		-2.21% 14.76K -3.19% 2.17M 92.08 0.14% Share
    137 HTGC Hercules Capita...
    19.34
    		-0.49% 112.06K -0.41% 2.15M 17.61 0.14% Share
    138 MU Micron Technolo...
    125.27
    		+0.80% 24.66K +7.93% 2.14M 107.5 0.14% Share
    139 TSM Taiwan Semicond...
    240.97
    		-0.19% 12.76K -2.27% 2.12M 137.36 0.14% Share
    140 DIA SPDR Dow Jones ...
    449.11
    		-0.07% 5.04K +2.03% 2.12M 407.41 0.14% Share
    141 FDL First Trust Mor...
    43.45
    		-0.31% 48.3K +22.99% 2.1M 39.15 0.13% Share
    142 CL Colgate-Palmoli...
    84.62
    		-1.99% 22.15K +1.07% 2.08M 80.84 0.13% Share
    143 UNP Union Pacific C...
    221.35
    		-0.82% 8.75K +10.43% 2.07M 226.88 0.13% Share
    144 RSP Invesco S&P 500...
    186.31
    		-0.66% 11.71K +5.65% 2.03M 167.14 0.13% Share
    145 MPLX MPLX Lp
    50.16
    		+0.94% 37.8K -1.84% 2.02M 44.26 0.13% Share
    146 OPK OPKO Health, In...
    1.35
    		+0.37% 1.22M +4.86% 2.02M 1.35 0.13% Share
    147 IRM Iron Mountain I...
    91.41
    		-2.73% 23.47K -8.34% 2.02M 63.08 0.13% Share
    148 CAT Caterpillar Inc...
    417.50
    		+0.92% 6.12K +4.13% 2.02M 361.36 0.13% Share
    149 ADBE Adobe Inc.
    348.58
    		-0.71% 5.22K -42.19% 2M 462.23 0.13% Share
    150 AGNC AGNC Investment...
    9.60
    		-0.57% 207.49K -0.89% 1.99M 9.68 0.13% Share