Pfg Investments, LLC Top Holdings and 13F Report (2026) About Pfg Investments, LLCInvestment ActivityPfg Investments, LLC has $2.15 billion in total holdings as of March 31, 2026.Pfg Investments, LLC owns shares of 1,191 different stocks, but just 279 companies or ETFs make up 80% of its holdings.Approximately 7.32% of the portfolio was purchased this quarter.About 4.09% of the portfolio was sold this quarter.This quarter, Pfg Investments, LLC has purchased 1,150 new stocks and bought additional shares in 578 stocks.Pfg Investments, LLC sold shares of 421 stocks and completely divested from 90 stocks this quarter.Largest Holdings Apple $133,891,754NVIDIA $73,262,401Tesla $50,943,209Microsoft $49,667,820JPMorgan Ultra-Short Income ETF $46,578,070 Largest New Holdings this Quarter 464289438 - iShares Russell Top 200 Growth ETF $4,897,057 Holding91733P107 - USA RARE EARTH INC $1,511,139 Holding67092P409 - Nuveen ESG Mid-Cap Growth ETF $1,374,789 Holding05508R106 - B&G Foods $1,346,628 Holding46435U663 - iShares ESG Aware MSCI USA Small-Cap ETF $1,281,224 Holding Largest Purchases this Quarter CORNERSTONE STRATEGIC INVEST 1,125,223 shares (about $8.19M)iShares Russell Top 200 Growth ETF 19,680 shares (about $4.90M)Technology Select Sector SPDR Fund 33,122 shares (about $4.40M)iShares 0-3 Month Treasury Bond ETF 33,704 shares (about $3.39M)Vanguard S&P 500 ETF 4,713 shares (about $2.82M) Largest Sales this Quarter First Trust Dorsey Wright Focus 5 ETF 41,517 shares (about $2.51M)iShares Core S&P 500 ETF 3,521 shares (about $2.30M)Global X Artificial Intelligence & Technology ETF 43,151 shares (about $2.01M)Vanguard Information Technology ETF 2,641 shares (about $1.84M)ZIM Integrated Shipping Services 60,806 shares (about $1.60M) 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$133,891,754$1,019,475 â–¼-0.8%527,5696.2%Computer and TechnologyNVDANVIDIA$73,262,401$769,103 â–²1.1%420,0833.4%Computer and TechnologyTSLATesla$50,943,209$20,446 â–²0.0%137,0362.4%Auto/Tires/TrucksMSFTMicrosoft$49,667,820$2,203,247 â–²4.6%134,1762.3%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$46,578,070$1,015,844 â–¼-2.1%920,3332.2%ETFAMZNAmazon.com$36,840,373$929,715 â–²2.6%176,8881.7%Retail/WholesaleCORNERSTONE STRATEGIC INVEST$30,015,664$8,191,623 â–²37.5%4,123,0311.4%COMSPYSPDR S&P 500 ETF Trust$29,559,176$332,323 â–²1.1%45,4521.4%FinanceXLKTechnology Select Sector SPDR Fund$27,077,028$4,401,911 â–²19.4%203,7401.3%ETFPDIPIMCO Dynamic Income Fund$26,096,776$1,255,156 â–²5.1%1,525,2351.2%Financial ServicesGOOGLAlphabet$25,678,686$652,470 â–²2.6%89,2991.2%Computer and TechnologyJNJJohnson & Johnson$25,659,781$398,436 â–²1.6%104,9741.2%MedicalMETAMeta Platforms$24,585,312$783,238 â–¼-3.1%42,9721.1%Computer and TechnologyXOMExxonMobil$24,232,807$180,348 â–¼-0.7%142,8321.1%EnergyQQQInvesco QQQ$22,505,924$899,244 â–²4.2%38,9931.0%FinanceJPMJPMorgan Chase & Co.$20,856,194$809,527 â–²4.0%70,9011.0%FinanceEMNTPIMCO Enhanced Short Maturity Active ESG ETF$19,958,320$394,414 â–²2.0%201,7520.9%ETFGOOGAlphabet$18,944,461$35,571 â–¼-0.2%66,0410.9%Computer and TechnologyCOSTCostco Wholesale$17,754,124$83,699 â–¼-0.5%17,8180.8%Retail/WholesaleGRNBVanEck Green Bond ETF$17,367,977$295,415 â–¼-1.7%724,9040.8%ETFPALANTIR TECHNOLOGIES INC$16,276,423$1,291,652 â–²8.6%111,2690.8%CL ASPROTT ASSET MANAGEMENT LP$15,309,380$450,858 â–¼-2.9%320,8170.7%PHYSICAL GOLD ANGLDSPDR Gold Shares$14,657,834$501,288 â–¼-3.3%34,0650.7%FinanceCSCOCisco Systems$13,285,548$482,065 â–²3.8%171,2280.6%Computer and TechnologyWALMART INC$12,927,664$900,910 â–¼-6.5%104,0200.6%COMVOOVanguard S&P 500 ETF$12,390,195$2,816,252 â–²29.4%20,7350.6%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$12,255,426$2,020,761 â–²19.7%133,7340.6%ETFBRK.BBerkshire Hathaway$11,793,591$373,776 â–²3.3%24,6110.5%FinanceDSIiShares ESG MSCI KLD 400 ETF$11,634,169$305,158 â–²2.7%95,9990.5%ETFEA SERIES TRUST$11,417,152$34,650 â–²0.3%425,7080.5%STANCE SUSTAINABVZVerizon Communications$11,360,227$1,348,976 â–¼-10.6%226,2990.5%Computer and TechnologyAVGOBroadcom$10,743,088$181,063 â–²1.7%34,7100.5%Computer and TechnologyIBMInternational Business Machines$10,389,374$202,639 â–¼-1.9%42,8620.5%Computer and TechnologyAMDAdvanced Micro Devices$10,372,433$1,299,707 â–²14.3%50,9880.5%Computer and TechnologyGLWCorning$10,368,485$351,753 â–¼-3.3%76,2560.5%Computer and TechnologyVTIVanguard Total Stock Market ETF$10,298,939$1,128,928 â–¼-9.9%32,1030.5%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$10,211,950$619,713 â–²6.5%71,6980.5%ETFCVXChevron$10,065,628$568,972 â–²6.0%48,6500.5%EnergyPEPPepsiCo$9,837,050$1,392,958 â–¼-12.4%63,3460.5%Consumer StaplesMANAGER DIRECTED PORTFOLIOS$9,495,734$80,564 â–²0.9%919,2390.4%VERT GLB SUST RESGOViShares 0-3 Month Treasury Bond ETF$9,124,973$3,392,661 â–²59.2%90,6510.4%ETFPGProcter & Gamble$8,986,026$846,850 â–²10.4%62,2130.4%Consumer StaplesNUDMNuveen ESG International Developed Markets Equity ETF$8,908,205$149,821 â–¼-1.7%246,6960.4%ETFLLYEli Lilly and Company$8,870,456$945,544 â–²11.9%9,6440.4%MedicalVVisa$8,804,679$272,322 â–¼-3.0%29,1310.4%Business ServicesSPROTT ASSET MANAGEMENT LP$8,704,383$469,757 â–¼-5.1%245,6090.4%PHYSICAL GOLD TRNFLXNetflix$8,500,859$538,924 â–²6.8%88,4120.4%Consumer DiscretionaryBROOKFIELD RENEWABLE CORP$8,416,520$40,985 â–¼-0.5%211,3110.4%CL A EX SUB VTGPFEPfizer$8,349,983$376,441 â–¼-4.3%297,3640.4%MedicalHASIHA Sustainable Infrastructure Capital$8,218,146$11,246 â–¼-0.1%223,6230.4%FinanceGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$7,924,072$17,666 â–²0.2%48,4420.4%ETFJEPIJPMorgan Equity Premium Income ETF$7,745,469$69,773 â–¼-0.9%136,6530.4%ETFABBVAbbVie$7,722,434$155,941 â–¼-2.0%35,5070.4%MedicalPTYPimco Corporate & Income Opportunity Fund$7,565,537$42,801 â–¼-0.6%627,3250.4%FinanceMRKMerck & Co., Inc.$7,455,461$127,868 â–¼-1.7%61,9790.3%MedicalTAT&T$7,449,700$83,955 â–¼-1.1%256,9750.3%Computer and TechnologyEDConsolidated Edison$7,421,991$204,290 â–²2.8%65,5770.3%UtilitiesHDHome Depot$7,169,592$33,218 â–¼-0.5%21,7990.3%Retail/WholesaleORCLOracle$7,096,059$888,258 â–²14.3%48,2360.3%Computer and TechnologyBACBank of America$7,045,752$1,010,199 â–¼-12.5%144,5280.3%FinanceCATCaterpillar$6,525,987$362,712 â–²5.9%9,2120.3%IndustrialsGEGE Aerospace$6,395,119$279,233 â–¼-4.2%22,5360.3%AerospaceSCHDSchwab US Dividend Equity ETF$6,354,759$551,842 â–²9.5%207,1300.3%ETFGE VERNOVA INC$6,272,033$20,950 â–¼-0.3%7,1850.3%COMVYMVanguard High Dividend Yield ETF$6,144,589$237,407 â–¼-3.7%41,4890.3%Financial ServicesINTCIntel$6,073,228$981,144 â–¼-13.9%137,6210.3%Computer and TechnologyUPSUnited Parcel Service$6,054,004$26,169 â–²0.4%61,5370.3%TransportationPROSHARES TR$5,643,193$379,444 â–¼-6.3%130,1770.3%S&P 500 HIGH INCEPDEnterprise Products Partners$5,623,264$59,031 â–²1.1%148,6060.3%EnergyNEOS ETF TRUST$5,611,264$1,945,073 â–²53.1%112,9250.3%NASDAQ 100 HIGHMUMicron Technology$5,562,667$291,225 â–¼-5.0%16,4650.3%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$5,539,150$117,689 â–²2.2%61,1860.3%ETFQYLDGlobal X Nasdaq 100 Covered Call ETF$5,417,643$145,963 â–²2.8%315,8980.3%ManufacturingKOCocaCola$5,403,896$17,111 â–¼-0.3%71,0570.3%Consumer StaplesVIGVanguard Dividend Appreciation ETF$5,343,679$137,641 â–¼-2.5%24,8470.2%ETFFVFirst Trust Dorsey Wright Focus 5 ETF$5,254,597$2,509,174 â–¼-32.3%86,9430.2%ManufacturingCOREWEAVE INC$5,211,949$2,212,001 â–²73.7%67,2770.2%COM CL ABABoeing$5,163,267$149,472 â–²3.0%25,9420.2%AerospacePMPhilip Morris International$5,115,764$45,138 â–²0.9%30,9410.2%Consumer StaplesMCDMcDonald's$4,926,386$166,585 â–²3.5%15,8510.2%Retail/WholesaleIWYiShares Russell Top 200 Growth ETF$4,897,057$4,897,057 â–²New Holding19,6800.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$4,784,606$18,166 â–²0.4%48,1980.2%FinanceIVViShares Core S&P 500 ETF$4,642,310$2,299,926 â–¼-33.1%7,1070.2%ETFETEnergy Transfer$4,604,343$59,193 â–¼-1.3%238,5670.2%EnergyTSMTaiwan Semiconductor Manufacturing$4,590,060$103,751 â–²2.3%13,5820.2%Computer and TechnologyQQQMInvesco NASDAQ 100 ETF$4,551,991$291,078 â–¼-6.0%19,1570.2%ETFNEENextEra Energy$4,523,106$64,366 â–²1.4%48,6980.2%UtilitiesMOAltria Group$4,486,578$601,101 â–¼-11.8%67,9890.2%Consumer StaplesVUGVanguard Growth ETF$4,382,464$413,654 â–²10.4%10,0330.2%ETFICLNiShares Global Clean Energy ETF$4,381,818$43,585 â–²1.0%239,5750.2%ETFBRK.ABerkshire Hathaway$4,308,8400.0%60.2%FinanceMAMastercard$4,251,352$41,974 â–¼-1.0%8,5080.2%Business ServicesXLYConsumer Discretionary Select Sector SPDR Fund$4,181,240$544,465 â–²15.0%38,3670.2%FinanceVCSHVanguard Short-Term Corporate Bond ETF$4,164,042$328,098 â–²8.6%52,5300.2%ETFESGVVanguard ESG U.S. Stock ETF$4,152,247$9,880 â–²0.2%36,9840.2%ETFRTXRTX$4,076,576$45,910 â–¼-1.1%21,1330.2%AerospaceXLUUtilities Select Sector SPDR Fund$4,048,962$5,231 â–¼-0.1%88,2320.2%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$4,046,939$88,831 â–¼-2.1%72,8920.2%ETFDUKDuke Energy$4,040,703$70,446 â–²1.8%30,8590.2%UtilitiesAEPAmerican Electric Power$3,961,276$173,027 â–²4.6%30,2200.2%UtilitiesShowing 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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