Pfg Investments, LLC
CIK Number: 0001973224
1.56B
Market Value
930
# of Holdings
5 months
Avg. Holding Period
33.57%
Win Rate
38.39%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 198.10 | +0.84% | 592.39K | +0.51% | 148.35M | 168.95 | 9.23% |
| 2 | TSLA | Tesla, Inc. | 329.06 | +1.15% | 131.91K | +6.47% | 53.27M | 216.55 | 3.32% |
| 3 | MSFT | Microsoft Corpo... | 478.44 | +0.73% | 125.78K | +2.47% | 53.02M | 381.74 | 3.30% |
| 4 | NVDA | NVIDIA Corporat... | 144.56 | +1.82% | 391.45K | -2.7% | 52.57M | 59.36 | 3.27% |
| 5 | AMZN | Amazon.com, Inc... | 216.06 | +1.87% | 153.21K | -2.37% | 33.61M | 150.88 | 2.09% |
| 6 | META | Meta Platforms,... | 701.33 | +2.70% | 46.3K | +2.67% | 27.11M | 404.62 | 1.69% |
| 7 | SPY | SPDR S&P 500 ET... | 602.00 | +0.84% | 37.01K | +3.28% | 21.69M | 471.84 | 1.35% |
| 8 | QQQ | Invesco QQQ Tru... | 533.67 | +1.27% | 36.18K | +1.92% | 18.5M | 398.85 | 1.15% |
| 9 | JPM | JPMorgan Chase ... | 270.01 | +1.91% | 69.99K | -0.18% | 16.78M | 176.65 | 1.04% |
| 10 | COST | Costco Wholesal... | 984.10 | -0.62% | 17.95K | +1.77% | 16.44M | 648.8 | 1.02% |
| 11 | XOM | Exxon Mobil Cor... | 112.42 | +0.26% | 145K | +0.21% | 15.6M | 115.35 | 0.97% |
| 12 | GOOGL | Alphabet Inc. | 176.59 | +1.10% | 80.58K | +1.12% | 15.25M | 129.41 | 0.95% |
| 13 | JNJ | Johnson & Johns... | 155.09 | -1.28% | 93.71K | -1.94% | 13.55M | 157.43 | 0.84% |
| 14 | GOOG | Alphabet Inc. | 177.82 | +1.10% | 60.77K | -0.36% | 11.57M | 140.39 | 0.72% |
| 15 | GRNB | VanEck Green Bo... | 23.96 | -0.08% | 457.68K | +18.29% | 10.85M | 23.92 | 0.68% |
| 16 | VTI | Vanguard Total ... | 296.15 | +0.88% | 36.04K | +29.41% | 10.45M | 249.05 | 0.65% |
| 17 | CSCO | Cisco Systems, ... | 65.41 | +2.06% | 172.82K | +1.28% | 10.23M | 51.17 | 0.64% |
| 18 | DSI | iShares MSCI KL... | 112.95 | +0.67% | 92.67K | +0.90% | 10.22M | 84.48 | 0.64% |
| 19 | CHGX | AXS Change Fina... | 25.34 | +1.08% | 268.79K | +1.05% | 10.21M | 36.83 | 0.64% |
| 20 | V | Visa Inc. | 355.07 | +0.63% | 31.59K | -5.87% | 9.98M | 256.66 | 0.62% |
| 21 | IBM | International B... | 281.56 | +1.57% | 45.44K | +1.10% | 9.79M | 163.28 | 0.61% |
| 22 | VZ | Verizon Communi... | 42.42 | -1.37% | 234.69K | -2.44% | 9.39M | 41.7 | 0.58% |
| 23 | WMT | Walmart Inc. | 94.23 | -0.22% | 101.49K | -2.03% | 9.17M | 56.58 | 0.57% |
| 24 | PEP | PepsiCo, Inc. | 131.29 | +0.34% | 56.49K | +1.26% | 8.59M | 174.18 | 0.53% |
| 25 | HD | The Home Depot,... | 353.06 | -0.45% | 22.01K | +5.32% | 8.56M | 347.74 | 0.53% |
| 26 | PG | The Procter & G... | 160.70 | +0.26% | 50.76K | +4.75% | 8.51M | 156.05 | 0.53% |
| 27 | BIL | SPDR Bloomberg ... | 91.59 | +0.01% | 93.03K | -3.75% | 8.51M | 91.73 | 0.53% |
| 28 | BRK-B | Berkshire Hatha... | 489.72 | +0.45% | 17.79K | -2.86% | 8.06M | 384.68 | 0.50% |
| 29 | PLTR | Palantir Techno... | 141.39 | +2.90% | 101.95K | +17.02% | 7.71M | 29.86 | 0.48% |
| 30 | AVGO | Broadcom Inc. | 251.71 | +1.21% | 30.95K | +2.13% | 7.18M | 122.13 | 0.45% |
| 31 | BAC | Bank of America... | 44.36 | +0.61% | 162.46K | +0.34% | 7.14M | 35.36 | 0.44% |
| 32 | FV | First Trust Dor... | 57.69 | +0.77% | 120.75K | -4.04% | 7.13M | 50.14 | 0.44% |
| 33 | CVX | Chevron Corpora... | 146.06 | +0.10% | 48.4K | -1.14% | 7.01M | 158.04 | 0.44% |
| 34 | LLY | Eli Lilly and C... | 807.13 | -1.49% | 8.83K | +16.67% | 6.82M | 710.18 | 0.42% |
| 35 | MRK | Merck & Co., In... | 80.88 | -1.02% | 64.72K | -1.28% | 6.44M | 122.18 | 0.40% |
| 36 | ORCL | Oracle Corporat... | 210.16 | -2.35% | 38.48K | +4.56% | 6.41M | 119.77 | 0.40% |
| 37 | VGSR | Vert Global Sus... | 10.53 | -0.09% | 628.26K | +6.35% | 6.36M | 9.77 | 0.40% |
| 38 | T | AT&T Inc. | 27.94 | -0.89% | 274.69K | -3.99% | 6.25M | 17.79 | 0.39% |
| 39 | VYM | Vanguard High D... | 131.03 | +0.37% | 48.1K | +6.98% | 6.14M | 113.74 | 0.38% |
| 40 | HASI | Hannon Armstron... | 27.30 | +1.05% | 226.68K | -5.38% | 6.08M | 28.86 | 0.38% |
| 41 | UPS | United Parcel S... | 101.03 | +1.03% | 47.9K | +254.32% | 6.04M | 138.23 | 0.38% |
| 42 | EMNT | PIMCO Enhanced ... | 98.55 | +0.03% | 60.95K | +8.05% | 6M | 98.2 | 0.37% |
| 43 | VOO | Vanguard 500 In... | 553.40 | +0.84% | 11.03K | +23.12% | 5.94M | 476.73 | 0.37% |
| 44 | DIS | The Walt Disney... | 119.45 | +1.28% | 52.86K | -0.74% | 5.89M | 110.35 | 0.37% |
| 45 | IVV | iShares Core S&... | 603.05 | +0.54% | 9.99K | +285.71% | 5.88M | 562.9 | 0.37% |
| 46 | AMD | Advanced Micro ... | 126.24 | +8.68% | 48.23K | +9.39% | 5.83M | 148.81 | 0.36% |
| 47 | GLD | SPDR Gold Share... | 311.93 | -1.38% | 24.04K | -1.66% | 5.82M | 197.12 | 0.36% |
| 48 | JEPI | JPMorgan Equity... | 56.23 | +0.33% | 100.83K | +8.84% | 5.8M | 56.86 | 0.36% |
| 49 | ITOT | iShares Core S&... | 131.11 | +0.61% | 45.02K | -6.81% | 5.79M | 117.79 | 0.36% |
| 50 | ED | Consolidated Ed... | 101.48 | -2.39% | 64.25K | +0.27% | 5.73M | 92.23 | 0.36% |
| 51 | ABBV | AbbVie Inc. | 190.70 | -0.2% | 32.07K | -2.02% | 5.7M | 169.45 | 0.35% |
| 52 | ECC | Eagle Point Cre... | 7.57 | +0.66% | 619.4K | +11.90% | 5.5M | 9.9 | 0.34% |
| 53 | BEPC | Brookfield Rene... | 32.42 | +0.42% | 198K | +100.00% | 5.48M | 27.66 | 0.34% |
| 54 | PFE | Pfizer Inc. | 24.39 | -0.63% | 206.42K | +2.56% | 5.48M | 31.08 | 0.34% |
| 55 | UNH | UnitedHealth Gr... | 307.61 | -1.89% | 10.49K | -8.96% | 5.31M | 485.64 | 0.33% |
| 56 | IYW | iShares U.S. Te... | 165.75 | +1.52% | 33.27K | +131.81% | 5.31M | 134.01 | 0.33% |
| 57 | NFLX | Netflix, Inc. | 1224.68 | +1.03% | 5.93K | -1.76% | 5.29M | 514.47 | 0.33% |
| 58 | VIG | Vanguard Divide... | 200.94 | +0.24% | 26.07K | +81.37% | 5.1M | 185.9 | 0.32% |
| 59 | GRID | First Trust NAS... | 135.22 | +1.36% | 42.73K | -0.33% | 5.1M | 105.7 | 0.32% |
| 60 | INTG | The InterGroup ... | 11.87 | +5.04% | 343.95K | +0.57% | 4.91M | 20.66 | 0.31% |
| 61 | KO | The Coca-Cola C... | 70.46 | -0.79% | 78.67K | +12.41% | 4.9M | 61 | 0.30% |
| 62 | AGG | iShares Core U.... | 97.78 | -0.19% | 50.31K | +12.37% | 4.88M | 98.59 | 0.30% |
| 63 | ET | Energy Transfer... | 18.14 | -1.01% | 245.69K | +16.26% | 4.81M | 15.94 | 0.30% |
| 64 | GE | General Electri... | 236.08 | -0.22% | 27.32K | +4.79% | 4.56M | 134.28 | 0.28% |
| 65 | BX | Blackstone Inc. | 137.85 | +1.06% | 26.41K | -0.42% | 4.55M | 117.73 | 0.28% |
| 66 | MA | Mastercard Inco... | 568.14 | +1.09% | 8.52K | -6.05% | 4.48M | 440.87 | 0.28% |
| 67 | ISPY | ProShares Trust... | 41.16 | +0.97% | 98.37K | +68.24% | 4.36M | 43.82 | 0.27% |
| 68 | MCD | McDonald's Corp... | 295.94 | -1.98% | 14.94K | +0.80% | 4.33M | 281.37 | 0.27% |
| 69 | XLK | Technology Sele... | 242.79 | +1.51% | 18.53K | +4.73% | 4.31M | 199.99 | 0.27% |
| 70 | EPD | Enterprise Prod... | 31.50 | -1.73% | 136.96K | +7.42% | 4.3M | 29.46 | 0.27% |
| 71 | SPLV | Invesco S&P 500... | 72.21 | -0.3% | 61.21K | -2% | 4.28M | 64.43 | 0.27% |
| 72 | NEE | NextEra Energy,... | 73.71 | -1.43% | 57.02K | -3.26% | 4.09M | 65.86 | 0.25% |
| 73 | SCHD | Schwab U.S. Div... | 26.89 | -0.02% | 147.06K | +467.86% | 4.02M | 26.84 | 0.25% |
| 74 | ADBE | Adobe Inc. | 401.12 | +2.41% | 9.03K | -2.89% | 4.02M | 462.23 | 0.25% |
| 75 | ADMA | ADMA Biologics,... | 20.36 | -2.19% | 221.51K | +0.16% | 3.8M | 6.14 | 0.24% |
| 76 | GOVT | iShares U.S. Tr... | 22.66 | -0.2% | 163.44K | +2.45% | 3.76M | 22.94 | 0.23% |
| 77 | BA | The Boeing Comp... | 201.50 | +0.59% | 21.25K | +5.95% | 3.6M | 191.1 | 0.22% |
| 78 | PM | Philip Morris I... | 183.22 | -0.6% | 29.39K | +1.23% | 3.54M | 94.71 | 0.22% |
| 79 | GLW | Corning Incorpo... | 50.72 | +2.25% | 73.89K | -5.28% | 3.51M | 34.06 | 0.22% |
| 80 | SOXX | iShares Semicon... | 227.31 | +2.87% | 15.98K | +2.32% | 3.44M | 161.7 | 0.21% |
| 81 | GILD | Gilead Sciences... | 110.72 | +0.67% | 37.02K | -0.13% | 3.42M | 75.15 | 0.21% |
| 82 | DUK | Duke Energy Cor... | 115.23 | -1.39% | 31.25K | -1.07% | 3.37M | 96.28 | 0.21% |
| 83 | MO | Altria Group, I... | 58.77 | -1.74% | 63.51K | +3.77% | 3.32M | 43.98 | 0.21% |
| 84 | SRPT | Sarepta Therape... | 20.99 | -41.98% | 27K | +1.21% | 3.28M | 133.85 | 0.20% |
| 85 | SMH | VanEck Semicond... | 263.27 | +2.44% | 13.49K | +63.68% | 3.27M | 235.87 | 0.20% |
| 86 | NUDM | Nuveen ESG Inte... | 34.94 | +0.78% | 108.36K | +7.88% | 3.26M | 30.86 | 0.20% |
| 87 | QCOM | QUALCOMM Incorp... | 156.57 | +1.20% | 20.92K | +0.89% | 3.21M | 154.63 | 0.20% |
| 88 | ABR | Arbor Realty Tr... | 10.40 | +0.39% | 225.52K | -0.08% | 3.12M | 13.2 | 0.19% |
| 89 | IWM | iShares Russell... | 210.52 | +0.78% | 13.99K | +9.17% | 3.09M | 203.12 | 0.19% |
| 90 | NOBL | ProShares S&P 5... | 100.17 | +0.38% | 30.61K | +3.06% | 3.05M | 94.22 | 0.19% |
| 91 | VCSH | Vanguard Short-... | 78.86 | +0.03% | 38.99K | +2.05% | 3.04M | 76.8 | 0.19% |
| 92 | BMY | Bristol-Myers S... | 48.55 | -2.41% | 53.55K | -8.9% | 3.03M | 55.66 | 0.19% |
| 93 | IJR | iShares Core S&... | 106.86 | +0.53% | 25.61K | +0.26% | 2.95M | 109.21 | 0.18% |
| 94 | XYLD | Global X S&P 50... | 38.89 | +0.41% | 70.39K | -6.55% | 2.95M | 40.66 | 0.18% |
| 95 | GS | The Goldman Sac... | 626.86 | +2.17% | 5.07K | +6.21% | 2.9M | 386.23 | 0.18% |
| 96 | QYLD | Global X NASDAQ... | 16.65 | +0.37% | 158.98K | -19.6% | 2.9M | 17.67 | 0.18% |
| 97 | PANW | Palo Alto Netwo... | 197.87 | +0.82% | 15.34K | +105.19% | 2.79M | 113.8 | 0.17% |
| 98 | IEFA | iShares Core MS... | 81.91 | -1.35% | 39.34K | +4.71% | 2.76M | 75.07 | 0.17% |
| 99 | VUG | Vanguard Growth... | 423.26 | +1.18% | 6.73K | +23.45% | 2.76M | 338.39 | 0.17% |
| 100 | MS | Morgan Stanley | 130.65 | +0.90% | 21.66K | -3.14% | 2.72M | 90.05 | 0.17% |
| 101 | IRM | Iron Mountain I... | 102.09 | +0.49% | 25.6K | +4.62% | 2.69M | 63.08 | 0.17% |
| 102 | XLU | Utilities Selec... | 80.94 | -0.58% | 35.41K | +4.32% | 2.68M | 67.08 | 0.17% |
| 103 | SGOV | iShares 0-3 Mon... | 100.54 | +0.01% | 26.66K | +0.44% | 2.67M | 100.58 | 0.17% |
| 104 | INTC | Intel Corporati... | 20.71 | +2.83% | 131.94K | +3.87% | 2.65M | 42.38 | 0.16% |
| 105 | IWY | iShares Russell... | 237.86 | +0.93% | 11.17K | +1.53% | 2.63M | 195.94 | 0.16% |
| 106 | JPST | JPMorgan Ultra-... | 50.53 | +0.02% | 52.16K | +1.11% | 2.63M | 50.27 | 0.16% |
| 107 | QQQH | NEOS Nasdaq-100... | 51.98 | +0.94% | 99.84K | +100.00% | 2.6M | 52.12 | 0.16% |
| 108 | LMT | Lockheed Martin... | 466.60 | -4.08% | 5.35K | +4.07% | 2.6M | 459.56 | 0.16% |
| 109 | ETHO | Etho Climate Le... | 57.22 | +1.28% | 43.27K | -1.37% | 2.58M | 58.18 | 0.16% |
| 110 | TSM | Taiwan Semicond... | 215.33 | +2.00% | 13.06K | +3.64% | 2.58M | 137.36 | 0.16% |
| 111 | ADP | Automatic Data ... | 307.60 | +0.25% | 8.79K | +0.24% | 2.57M | 239.82 | 0.16% |
| 112 | LOW | Lowe's Companie... | 215.74 | -0.7% | 10.25K | -29.99% | 2.53M | 240.05 | 0.16% |
| 113 | HON | Honeywell Inter... | 223.91 | -0.17% | 11.02K | +1.78% | 2.49M | 199.71 | 0.15% |
| 114 | PEG | Public Service ... | 81.08 | +0.10% | 29.36K | -2.91% | 2.48M | 67.53 | 0.15% |
| 115 | IDCC | InterDigital, I... | 222.20 | +1.69% | 12.76K | -10.85% | 2.47M | 98.23 | 0.15% |
| 116 | DE | Deere & Company | 524.06 | +2.84% | 5.83K | -3.35% | 2.47M | 406.27 | 0.15% |
| 117 | XLE | Energy Select S... | 87.77 | -0.37% | 28.8K | +7.95% | 2.47M | 89.81 | 0.15% |
| 118 | ETN | Eaton Corporati... | 337.96 | +4.42% | 7.37K | +0.50% | 2.44M | 207.44 | 0.15% |
| 119 | PDP | Invesco DWA Mom... | 105.49 | +0.68% | 22.66K | -6.63% | 2.44M | 86.52 | 0.15% |
| 120 | BIV | Vanguard Interm... | 76.08 | -0.17% | 32.57K | +8.41% | 2.43M | 77.42 | 0.15% |
| 121 | TJX | The TJX Compani... | 124.16 | +0.20% | 19.9K | +0.36% | 2.4M | 86.11 | 0.15% |
| 122 | GEV | GE Vernova Inc. | 487.65 | +1.92% | 7.3K | +8.26% | 2.4M | 179.83 | 0.15% |
| 123 | UBER | Uber Technologi... | 85.05 | +1.33% | 39.73K | +11.63% | 2.4M | 67.43 | 0.15% |
| 124 | AEP | American Electr... | 101.86 | -1.01% | 25.31K | -1.61% | 2.33M | 84.31 | 0.15% |
| 125 | PLD | Prologis, Inc. | 106.75 | -0.49% | 21.55K | +6.51% | 2.28M | 122.92 | 0.14% |
| 126 | ESGV | Vanguard ESG U.... | 106.43 | +0.99% | 21.7K | +14.48% | 2.28M | 95.95 | 0.14% |
| 127 | HTGC | Hercules Capita... | 17.84 | -0.78% | 112.53K | +1.51% | 2.26M | 17.61 | 0.14% |
| 128 | ARM | Arm Holdings pl... | 142.05 | +4.80% | 18.19K | -8.17% | 2.24M | 126.91 | 0.14% |
| 129 | SO | The Southern Co... | 88.83 | -1.68% | 27.16K | -1.29% | 2.24M | 70.74 | 0.14% |
| 130 | OHI | Omega Healthcar... | 36.09 | -2.53% | 58.79K | +56.68% | 2.23M | 34.7 | 0.14% |
| 131 | RTX | RTX Corporation | 146.33 | +0.44% | 19.07K | -4.64% | 2.21M | 96.95 | 0.14% |
| 132 | NLY | Annaly Capital ... | 19.20 | +0.10% | 120.5K | +12.56% | 2.21M | 19.16 | 0.14% |
| 133 | VTV | Vanguard Value ... | 174.03 | +0.37% | 12.87K | +4.96% | 2.18M | 159.59 | 0.14% |
| 134 | F | Ford Motor Comp... | 10.62 | +1.77% | 219.78K | -11.84% | 2.18M | 13.16 | 0.14% |
| 135 | TAN | Invesco Solar E... | 35.34 | +1.07% | 65.63K | -13.55% | 2.17M | 61.46 | 0.14% |
| 136 | CMG | Chipotle Mexica... | 52.55 | +4.61% | 35.75K | +7.00% | 2.16M | 54.75 | 0.13% |
| 137 | SILA | Sila Realty Tru... | 23.95 | -0.66% | 88.26K | -16.97% | 2.15M | 20.62 | 0.13% |
| 138 | OLED | Universal Displ... | 155.68 | +1.41% | 14.59K | +9.11% | 2.13M | 169.78 | 0.13% |
| 139 | CAT | Caterpillar Inc... | 361.83 | +1.34% | 5.88K | +11.60% | 2.13M | 362.66 | 0.13% |
| 140 | REGL | ProShares S&P M... | 80.58 | +0.17% | 26.43K | -0.09% | 2.13M | 71.25 | 0.13% |
| 141 | AXON | Axon Enterprise... | 779.88 | -0.1% | 3.54K | -8.65% | 2.1M | 257.28 | 0.13% |
| 142 | DIA | SPDR Dow Jones ... | 425.67 | +0.68% | 4.94K | +12.35% | 2.1M | 407.16 | 0.13% |
| 143 | SYK | Stryker Corpora... | 376.80 | -0.13% | 5.8K | -12.24% | 2.09M | 300.89 | 0.13% |
| 144 | AMGN | Amgen Inc. | 295.12 | -0.03% | 7.97K | -3.91% | 2.08M | 281.6 | 0.13% |
| 145 | ASML | ASML Holding N.... | 773.75 | +1.68% | 2.97K | -6.74% | 2.06M | 842.65 | 0.13% |
| 146 | ISRG | Intuitive Surgi... | 518.65 | +1.26% | 3.92K | +9.06% | 2.05M | 351.28 | 0.13% |
| 147 | EMR | Emerson Electri... | 128.64 | +2.47% | 16.46K | -0.99% | 2.04M | 105.35 | 0.13% |
| 148 | CRM | Salesforce, Inc... | 263.23 | +1.87% | 6.03K | -8.9% | 2.02M | 270.82 | 0.13% |
| 149 | SPGI | S&P Global Inc. | 504.40 | +0.58% | 4.03K | -0.49% | 2.01M | 441.19 | 0.12% |
| 150 | TSCO | Tractor Supply ... | 51.63 | +0.17% | 37.64K | +390.95% | 2M | 52.53 | 0.12% |