$112 Million is the total value of PFG Private Wealth Management, LLC's 47 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2019 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-01-21
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 16 | Q3 2023 | 11.5% |
| ISHARES TR | 16 | Q3 2023 | 11.2% |
| ISHARES TR | 16 | Q3 2023 | 14.0% |
| ISHARES TR | 16 | Q3 2023 | 7.0% |
| VANGUARD TAX-MANAGED INTL FD | 16 | Q3 2023 | 8.6% |
| ISHARES TR | 16 | Q3 2023 | 7.1% |
| ISHARES TR | 16 | Q3 2023 | 5.2% |
| ISHARES TR | 16 | Q3 2023 | 7.0% |
| ISHARES TR | 16 | Q3 2023 | 4.7% |
| ISHARES TR | 16 | Q3 2023 | 4.8% |
View PFG Private Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-01-22 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-05-01 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-11-04 |
| 13F-HR | 2022-07-19 |
| 13F-HR | 2022-04-25 |
| 13F-HR | 2022-01-27 |
View PFG Private Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.