Pfg Investments, LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

Pfg Investments, LLC

CIK Number: 0001973224

1.71B
Market Value
947
# of Holdings
6 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Jul 18, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 AAPL Apple Inc.
257.13
+0.66% 516.02K -0.64% 105.87M 168.95 6.21% Share
2 MSFT Microsoft Corpo...
515.74
-0.76% 123.07K -0.6% 61.22M 381.74 3.59% Share
3 NVDA NVIDIA Corporat...
188.89
+0.88% 387.34K +0.09% 61.2M 59.45 3.59% Share
4 TSLA Tesla, Inc.
435.97
-5.11% 134.27K -1.29% 42.65M 217.84 2.50% Share
5 META Meta Platforms,...
727.05
+1.35% 49.05K +3.86% 36.2M 420.24 2.12% Share
6 AMZN Amazon.com, Inc...
222.41
+0.81% 155.52K -0.35% 34.12M 151.6 2.00% Share
7 SPY SPDR S&P 500 ET...
669.16
+0.11% 36.41K -4.13% 22.49M 474.05 1.32% Share
8 JPM JPMorgan Chase ...
307.56
-1.01% 67.56K -1.43% 19.59M 176.65 1.15% Share
9 EMNT PIMCO Enhanced ...
98.56
+0.02% 197.35K +68.40% 19.49M 98.59 1.14% Share
10 COST Costco Wholesal...
916.77
-0.06% 18.52K +0.99% 18.33M 658.46 1.07% Share
11 QQQ Invesco QQQ Tru...
605.72
+0.41% 31.28K -18.85% 17.26M 403.16 1.01% Share
12 JNJ Johnson & Johns...
186.02
-0.02% 105.49K +2.81% 16.11M 158.01 0.94% Share
13 XOM Exxon Mobil Cor...
111.30
-0.62% 147.85K +0.23% 15.94M 115.39 0.93% Share
14 PLTR Palantir Techno...
187.05
+1.14% 107.78K +9.31% 14.69M 38.93 0.86% Share
15 IBM International B...
286.76
+0.09% 44.26K -1.71% 13.05M 163.28 0.77% Share
16 GRNB VanEck Green Bo...
24.45
+0.18% 535.38K +4.42% 12.98M 23.95 0.76% Share
17 GOOGL Alphabet Inc.
245.69
+0.32% 72.54K -2.51% 12.78M 129.41 0.75% Share
18 CSCO Cisco Systems, ...
68.31
-0.64% 175.14K +0.76% 12.15M 51.36 0.71% Share
19 VTI Vanguard Total ...
329.77
+0.14% 36.19K +6.40% 11M 252.35 0.64% Share
20 BIL SPDR Bloomberg ...
91.46
+0.01% 119.89K +3.20% 11M 91.73 0.64% Share
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