Pfg Investments, LLC Top Holdings and 13F Report (2025) About Pfg Investments, LLCInvestment ActivityPfg Investments, LLC has $1.56 billion in total holdings as of March 31, 2025.Pfg Investments, LLC owns shares of 1,017 different stocks, but just 265 companies or ETFs make up 80% of its holdings.Approximately 6.61% of the portfolio was purchased this quarter.About 5.97% of the portfolio was sold this quarter.This quarter, Pfg Investments, LLC has purchased 1,027 new stocks and bought additional shares in 426 stocks.Pfg Investments, LLC sold shares of 444 stocks and completely divested from 96 stocks this quarter.Largest Holdings Apple $115,357,172Microsoft $46,476,884NVIDIA $41,943,675Tesla $35,252,757Amazon.com $29,694,868 Largest New Holdings this Quarter 78433H576 - NEOS ETF TRUST $3,409,856 Holding31620R303 - Fidelity National Financial $2,942,044 Holding26923G806 - Virtus Reaves Utilities ETF $2,380,853 Holding420261109 - Hawkins $1,568,757 Holding82889N699 - Simplify Managed Futures Strategy ETF $1,435,336 Holding Largest Purchases this Quarter PIMCO Enhanced Short Maturity Active ESG ETF 56,235 shares (about $5.55M)PIMCO Dynamic Income Fund 178,093 shares (about $3.53M)NEOS ETF TRUST 69,845 shares (about $3.41M)Fidelity National Financial 45,207 shares (about $2.94M)Prospect Capital 606,733 shares (about $2.49M) Largest Sales this Quarter Apple 73,063 shares (about $16.23M)Gilead Sciences 25,026 shares (about $2.80M)iShares U.S. Treasury Bond ETF 105,296 shares (about $2.42M)Aldeyra Therapeutics 295,997 shares (about $1.70M)Adobe 3,810 shares (about $1.46M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPfg Investments, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$115,357,172$16,229,478 ▼-12.3%519,3237.4%Computer and TechnologyMSFTMicrosoft$46,476,884$741,393 ▼-1.6%123,8103.0%Computer and TechnologyNVDANVIDIA$41,943,675$481,640 ▼-1.1%387,0062.7%Computer and TechnologyTSLATesla$35,252,757$1,067,480 ▲3.1%136,0272.3%Auto/Tires/TrucksAMZNAmazon.com$29,694,868$544,335 ▲1.9%156,0751.9%Retail/WholesaleMETAMeta Platforms$27,218,877$531,409 ▲2.0%47,2251.7%Computer and TechnologyPDIPIMCO Dynamic Income Fund$26,021,169$3,526,243 ▲15.7%1,314,2001.7%Financial ServicesSPYSPDR S&P 500 ETF Trust$21,241,157$535,896 ▲2.6%37,9721.4%FinanceQQQInvesco QQQ$18,077,977$1,112,289 ▲6.6%38,5521.2%FinanceXOMExxon Mobil$17,543,722$298,514 ▲1.7%147,5131.1%EnergyCOSTCostco Wholesale$17,345,111$371,701 ▲2.2%18,3391.1%Retail/WholesaleJNJJohnson & Johnson$17,017,362$1,475,978 ▲9.5%102,6131.1%MedicalJPMJPMorgan Chase & Co.$16,812,991$354,701 ▼-2.1%68,5411.1%FinanceGRNBVanEck Green Bond ETF$12,337,342$1,324,947 ▲12.0%512,7420.8%ETFEMNTPIMCO Enhanced Short Maturity Active ESG ETF$11,572,087$5,553,192 ▲92.3%117,1860.7%ETFGOOGLAlphabet$11,507,095$953,203 ▼-7.6%74,4120.7%Computer and TechnologyIBMInternational Business Machines$11,197,633$101,950 ▼-0.9%45,0320.7%Computer and TechnologyVVisa$10,820,536$249,179 ▼-2.3%30,8750.7%Business ServicesCSCOCisco Systems$10,726,208$61,402 ▲0.6%173,8160.7%Computer and TechnologyBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$10,655,838$2,122,545 ▲24.9%116,1650.7%ETFBRK.BBerkshire Hathaway$10,401,287$926,689 ▲9.8%19,5300.7%FinanceVZVerizon Communications$10,343,974$301,780 ▼-2.8%228,0420.7%Computer and TechnologySPROTT PHYSICAL GOLD & SILVE$9,995,316$921,080 ▼-8.4%351,8240.6%TR UNITCHGXAXS Change Finance ESG ETF$9,760,131$138,358 ▼-1.4%265,0280.6%ETFDSIiShares ESG MSCI KLD 400 ETF$9,572,760$82,645 ▲0.9%93,4750.6%ETFGOOGAlphabet$9,526,980$33,277 ▲0.4%60,9800.6%Computer and TechnologyVTIVanguard Total Stock Market ETF$9,346,913$558,743 ▼-5.6%34,0090.6%ETFWMTWalmart$8,867,981$41,963 ▼-0.5%101,0140.6%Retail/WholesalePGProcter & Gamble$8,863,778$212,856 ▲2.5%52,0110.6%Consumer StaplesPEPPepsiCo$8,810,261$340,661 ▲4.0%58,7590.6%Consumer StaplesPTYPIMCO Corporate & Income Opportunity Fund$8,527,427$299,293 ▼-3.4%589,7250.5%FinancePALANTIR TECHNOLOGIES INC$8,322,346$282,149 ▼-3.3%98,6060.5%CL AGLDSPDR Gold Shares$8,292,692$1,367,228 ▲19.7%28,7800.5%FinanceCVXChevron$8,134,373$37,306 ▲0.5%48,6240.5%EnergyHDHome Depot$8,093,129$26,021 ▲0.3%22,0830.5%Retail/WholesaleTAT&T$7,586,247$182,095 ▼-2.3%268,2550.5%Computer and TechnologyLLYEli Lilly and Company$7,479,153$183,345 ▲2.5%9,0560.5%MedicalEDConsolidated Edison$7,088,810$16,146 ▼-0.2%64,1000.5%UtilitiesMANAGER DIRECTED PORTFOLIOS$6,951,689$581,083 ▲9.1%685,5710.4%VERT GLB SUST REFVFirst Trust Dorsey Wright Focus 5 ETF$6,792,650$168,365 ▲2.5%123,8180.4%ManufacturingBACBank of America$6,713,779$65,850 ▼-1.0%160,8860.4%FinanceABBVAbbVie$6,557,319$162,587 ▼-2.4%31,2970.4%MedicalHASIHA Sustainable Infrastructure Capital$6,373,124$254,914 ▼-3.8%217,9590.4%FinanceJEPIJPMorgan Equity Premium Income ETF$6,338,162$576,659 ▲10.0%110,9230.4%ETFSPROTT PHYSICAL GOLD TR$6,171,895$84,282 ▼-1.3%256,5210.4%UNITITOTiShares Core S&P Total U.S. Stock Market ETF$6,066,452$573,324 ▲10.4%49,7210.4%ETFPFEPfizer$5,991,847$761,214 ▲14.6%236,4580.4%MedicalBROOKFIELD RENEWABLE CORP$5,838,640$310,443 ▲5.6%209,1200.4%CL A EX SUB VTGIVViShares Core S&P 500 ETF$5,771,468$160,147 ▲2.9%10,2710.4%ETFAMDAdvanced Micro Devices$5,741,802$786,574 ▲15.9%55,8870.4%Computer and TechnologyVYMVanguard High Dividend Yield ETF$5,671,719$530,934 ▼-8.6%43,9800.4%ETFKOCoca-Cola$5,622,415$12,175 ▼-0.2%78,5030.4%Consumer StaplesMRKMerck & Co., Inc.$5,616,791$192,355 ▼-3.3%62,5760.4%MedicalVOOVanguard S&P 500 ETF$5,614,319$51,390 ▼-0.9%10,9250.4%ETFAVGOBroadcom$5,583,864$401,000 ▲7.7%33,3500.4%Computer and TechnologyECCEagle Point Credit$5,556,255$539,120 ▲10.7%685,9570.4%FinanceNFLXNetflix$5,476,749$54,087 ▼-1.0%5,8730.4%Consumer DiscretionaryUPSUnited Parcel Service$5,428,992$160,805 ▲3.1%49,3590.3%TransportationGEGE Aerospace$5,299,928$168,325 ▼-3.1%26,4800.3%IndustrialsPROSHARES TR$5,197,790$1,057,472 ▲25.5%123,4920.3%S&P 500 HIGH INCORCLOracle$5,182,366$197,413 ▼-3.7%37,0670.3%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$4,923,198$54,011 ▼-1.1%49,7690.3%FinanceGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$4,894,177$59,732 ▲1.2%43,2620.3%ETFVIGVanguard Dividend Appreciation ETF$4,763,021$293,506 ▼-5.8%24,5530.3%ETFIYWiShares U.S. Technology ETF$4,631,712$40,587 ▼-0.9%32,9800.3%ManufacturingMCDMcDonald's$4,612,690$52,790 ▼-1.1%14,7670.3%Retail/WholesalePMPhilip Morris International$4,611,564$53,492 ▼-1.1%29,0530.3%Consumer StaplesEPDEnterprise Products Partners$4,591,047$84,701 ▼-1.8%134,4770.3%EnergyUNHUnitedHealth Group$4,538,728$957,920 ▼-17.4%8,6660.3%MedicalSPLVInvesco S&P 500 Low Volatility ETF$4,492,228$81,445 ▼-1.8%60,1210.3%ETFSCHDSchwab US Dividend Equity ETF$4,469,891$357,945 ▲8.7%159,8670.3%ETFMAMastercard$4,424,458$243,367 ▼-5.2%8,0720.3%Business ServicesADMAADMA Biologics$4,420,531$25,812 ▲0.6%222,8090.3%MedicalINTGThe InterGroup$4,178,406$9,744 ▲0.2%344,7530.3%FinanceETEnergy Transfer$4,129,664$437,684 ▼-9.6%222,1440.3%EnergyQYLDGlobal X Nasdaq 100 Covered Call ETF$4,068,998$1,425,142 ▲53.9%244,6780.3%ManufacturingDISWalt Disney$3,987,267$1,229,995 ▼-23.6%40,3980.3%Consumer DiscretionaryNEENextEra Energy$3,917,623$124,696 ▼-3.1%55,2630.3%UtilitiesMOAltria Group$3,882,921$71,244 ▲1.9%64,6940.2%Consumer StaplesDUKDuke Energy$3,831,006$18,906 ▲0.5%31,4090.2%UtilitiesFFord Motor$3,748,538$1,544,167 ▲70.1%373,7330.2%Auto/Tires/TrucksBXBlackstone$3,736,030$44,729 ▲1.2%26,7280.2%FinanceBABoeing$3,641,951$17,567 ▲0.5%21,3540.2%AerospaceXLKTechnology Select Sector SPDR Fund$3,606,730$218,452 ▼-5.7%17,4680.2%ETFBMYBristol-Myers Squibb$3,510,023$243,898 ▲7.5%57,5510.2%MedicalVCSHVanguard Short-Term Corporate Bond ETF$3,487,064$409,379 ▲13.3%44,1740.2%ETFNOBLProShares S&P 500 Aristocrats ETF$3,434,150$306,845 ▲9.8%33,6090.2%ETFNEOS ETF TRUST$3,409,856$3,409,856 ▲New Holding69,8450.2%NASDAQ 100 HDGDNUDMNuShares ESG International Developed Markets Equity ETF$3,331,433$119,660 ▼-3.5%104,5980.2%ETFIEFAiShares Core MSCI EAFE ETF$3,153,669$177,398 ▲6.0%41,6880.2%ETFQCOMQUALCOMM$3,141,528$72,505 ▼-2.3%20,4510.2%Computer and TechnologyXLUUtilities Select Sector SPDR Fund$3,093,768$301,602 ▲10.8%39,2360.2%ETFUBERUber Technologies$3,077,242$182,879 ▲6.3%42,2350.2%Computer and TechnologySDYSPDR S&P Dividend ETF$3,071,490$1,046,353 ▲51.7%22,6380.2%ETFSOXXiShares Semiconductor ETF$3,029,744$23,333 ▲0.8%16,1010.2%ETFSGOViShares 0-3 Month Treasury Bond ETF$3,015,171$331,003 ▲12.3%29,9510.2%ETFFNFFidelity National Financial$2,942,044$2,942,044 ▲New Holding45,2070.2%FinanceXYLDGlobal X S&P 500 Covered Call ETF$2,905,382$125,538 ▲4.5%73,5730.2%ETFGLWCorning$2,817,829$564,784 ▼-16.7%61,5520.2%Computer and TechnologyIWYiShares Russell Top 200 Growth ETF$2,727,738$372,108 ▲15.8%12,9310.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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