$194 Million is the total value of PFG Private Wealth Management, LLC's 310 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 28.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $20,353,000 | +321.9% | 280,848 | +272.7% | 10.51% | +272.5% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $18,228,000 | +0.8% | 38,215 | -9.0% | 9.41% | -11.0% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $11,783,000 | +326.8% | 230,772 | +322.0% | 6.08% | +276.8% |
| FLOT | Sell | ISHARES TRfltg rate nt etf | $10,854,000 | -11.7% | 213,949 | -11.5% | 5.61% | -22.0% |
| USHY | New | ISHARES TRbroad usd high | $10,219,000 | – | 248,090 | +100.0% | 5.28% | – |
| VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $8,847,000 | – | 108,874 | +100.0% | 4.57% | – |
| FALN | New | ISHARES TRfaln angls usd | $7,904,000 | – | 263,741 | +100.0% | 4.08% | – |
| DIVB | New | ISHARES TRus divid bybck | $7,512,000 | – | 175,689 | +100.0% | 3.88% | – |
| VONV | New | VANGUARD SCOTTSDALE FDSvng rus1000val | $7,236,000 | – | 98,122 | +100.0% | 3.74% | – |
| IBDO | Sell | ISHARES TRibonds dec23 etf | $5,406,000 | -28.5% | 210,577 | -27.6% | 2.79% | -36.9% |
| IBDP | Sell | ISHARES TRibonds dec24 etf | $5,244,000 | -26.6% | 202,248 | -25.6% | 2.71% | -35.2% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $5,058,000 | +351.6% | 44,174 | +330.6% | 2.61% | +298.8% |
| IBDN | Sell | ISHARES TRibonds dec22 etf | $5,033,000 | -31.1% | 200,215 | -30.6% | 2.60% | -39.2% |
| IJH | New | ISHARES TRcore s&p mcp etf | $5,018,000 | – | 17,726 | +100.0% | 2.59% | – |
| IBDQ | Sell | ISHARES TRibonds dec25 etf | $4,908,000 | -27.5% | 185,753 | -26.3% | 2.54% | -36.0% |
| IBDR | Sell | ISHARES TRibonds dec2026 | $4,895,000 | -27.7% | 187,771 | -26.5% | 2.53% | -36.2% |
| IBDT | Sell | ISHARES TRibds dec28 etf | $4,849,000 | -27.3% | 171,370 | -26.4% | 2.50% | -35.9% |
| IBDS | Sell | ISHARES TRibonds 27 etf | $4,831,000 | -27.8% | 181,908 | -26.6% | 2.50% | -36.2% |
| IBDU | Sell | ISHARES TRibonds dec 29 | $4,718,000 | -28.0% | 179,225 | -27.2% | 2.44% | -36.4% |
| VPL | New | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $2,975,000 | – | 38,137 | +100.0% | 1.54% | – |
| VFH | New | VANGUARD WORLD FDSfinancials etf | $1,910,000 | – | 19,775 | +100.0% | 0.99% | – |
| JETS | New | ETF SER SOLUTIONSus glb jets | $1,872,000 | – | 88,773 | +100.0% | 0.97% | – |
| KRE | New | SPDR SER TRs&p regl bkg | $1,811,000 | – | 25,557 | +100.0% | 0.94% | – |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $1,803,000 | +9.5% | 4 | 0.0% | 0.93% | -3.3% | |
| FMB | Buy | FIRST TR EXCH TRADED FD IIImanagd mun etf | $1,625,000 | +8.0% | 28,522 | +7.7% | 0.84% | -4.7% |
| MUB | Buy | ISHARES TRnational mun etf | $1,611,000 | +6.3% | 13,851 | +6.2% | 0.83% | -6.1% |
| AAPL | Sell | APPLE INC | $1,543,000 | +17.4% | 8,687 | -6.4% | 0.80% | +3.6% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $1,097,000 | +60.6% | 2,309 | +45.0% | 0.57% | +41.8% |
| EWUS | New | ISHARES TRmsci uk sm etf | $942,000 | – | 20,538 | +100.0% | 0.49% | – |
| FLCH | New | FRANKLIN TEMPLETON ETF TRftse china | $873,000 | – | 35,190 | +100.0% | 0.45% | – |
| AMZN | Sell | AMAZON COM INC | $727,000 | -3.3% | 218 | -4.8% | 0.38% | -14.8% |
| MSFT | Sell | MICROSOFT CORP | $629,000 | +18.2% | 1,869 | -1.0% | 0.32% | +4.5% |
| USMV | Buy | ISHARES TRmsci usa min vol | $524,000 | +10.3% | 6,483 | +0.3% | 0.27% | -2.5% |
| CVS | Buy | CVS HEALTH CORP | $486,000 | +25.9% | 4,707 | +3.4% | 0.25% | +11.1% |
| V | Buy | VISA INC | $452,000 | +10.5% | 2,084 | +13.6% | 0.23% | -2.5% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $445,000 | +9.3% | 1,489 | -0.3% | 0.23% | -3.4% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $437,000 | +23.4% | 871 | -3.9% | 0.23% | +9.2% |
| DIS | Buy | DISNEY WALT CO | $423,000 | -6.8% | 2,732 | +1.8% | 0.22% | -18.0% |
| GLD | SPDR GOLD TR | $419,000 | +4.0% | 2,451 | 0.0% | 0.22% | -8.5% | |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $412,000 | +21.5% | 617 | +3.9% | 0.21% | +7.6% |
| DGRO | Sell | ISHARES TRcore div grwth | $404,000 | -96.8% | 7,276 | -97.1% | 0.21% | -97.1% |
| DG | Buy | DOLLAR GEN CORP NEW | $405,000 | +25.4% | 1,717 | +12.8% | 0.21% | +10.6% |
| GIS | Buy | GENERAL MLS INC | $403,000 | +25.2% | 5,979 | +11.1% | 0.21% | +10.6% |
| SCHW | Sell | SCHWAB CHARLES CORP | $396,000 | +10.3% | 4,706 | -4.4% | 0.20% | -2.4% |
| QUAL | Sell | ISHARES TRmsci usa qlt fct | $384,000 | -95.9% | 2,639 | -96.2% | 0.20% | -96.3% |
| BLK | Buy | BLACKROCK INC | $382,000 | +14.0% | 417 | +4.2% | 0.20% | +0.5% |
| BLL | Buy | BALL CORP | $377,000 | +22.0% | 3,915 | +14.2% | 0.20% | +7.7% |
| NOC | Sell | NORTHROP GRUMMAN CORP | $358,000 | +1.7% | 926 | -5.1% | 0.18% | -10.2% |
| SPAB | Sell | SPDR SER TRportfolio agrgte | $351,000 | -1.4% | 11,842 | -0.8% | 0.18% | -13.0% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $346,000 | +5.8% | 6,880 | +17.8% | 0.18% | -6.3% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $345,000 | -0.3% | 4,011 | -0.4% | 0.18% | -11.9% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $333,000 | -5.9% | 115 | -13.5% | 0.17% | -16.9% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $334,000 | +24.2% | 1,354 | +0.7% | 0.17% | +9.6% |
| XT | Sell | ISHARES TRexponential tech | $308,000 | +1.7% | 4,660 | -3.6% | 0.16% | -10.2% |
| IJT | ISHARES TRs&p sml 600 gwt | $245,000 | +6.5% | 1,766 | 0.0% | 0.13% | -5.9% | |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $243,000 | +3.4% | 84 | -4.5% | 0.12% | -8.8% |
| BLACKROCK CAP INVT CORPnote 5.000% 6/1 | $242,000 | 0.0% | 240,000 | 0.0% | 0.12% | -12.0% | ||
| SPLG | Sell | SPDR SER TRportfolio s&p500 | $237,000 | -19.4% | 4,244 | -27.1% | 0.12% | -29.1% |
| KO | Buy | COCA COLA CO | $220,000 | +23.6% | 3,714 | +9.6% | 0.11% | +9.6% |
| SPYD | Sell | SPDR SER TRprtflo s&p500 hi | $213,000 | -22.5% | 5,070 | -27.9% | 0.11% | -31.7% |
| FB | Buy | META PLATFORMS INCcl a | $196,000 | +4.3% | 584 | +5.2% | 0.10% | -8.2% |
| MTUM | Sell | ISHARES TRmsci usa mmentm | $184,000 | -95.4% | 1,014 | -95.5% | 0.10% | -95.9% |
| PFE | Buy | PFIZER INC | $165,000 | +43.5% | 2,787 | +3.9% | 0.08% | +26.9% |
| STM | STMICROELECTRONICS N Vny registry | $159,000 | +12.0% | 3,250 | 0.0% | 0.08% | -1.2% | |
| ABT | ABBOTT LABS | $145,000 | +18.9% | 1,030 | 0.0% | 0.08% | +5.6% | |
| ANET | Buy | ARISTA NETWORKS INC | $134,000 | +65.4% | 932 | +294.9% | 0.07% | +46.8% |
| IWF | ISHARES TRrus 1000 grw etf | $129,000 | +12.2% | 421 | 0.0% | 0.07% | 0.0% | |
| TER | Buy | TERADYNE INC | $127,000 | +86.8% | 777 | +25.3% | 0.07% | +65.0% |
| SDY | SPDR SER TRs&p divid etf | $123,000 | +9.8% | 950 | 0.0% | 0.06% | -3.0% | |
| QCOM | Buy | QUALCOMM INC | $124,000 | +67.6% | 677 | +18.8% | 0.06% | +48.8% |
| CNI | Buy | CANADIAN NATL RY CO | $122,000 | +14.0% | 990 | +7.5% | 0.06% | 0.0% |
| NVDA | Sell | NVIDIA CORPORATION | $120,000 | +21.2% | 409 | -14.3% | 0.06% | +6.9% |
| IWB | ISHARES TRrus 1000 etf | $115,000 | +9.5% | 434 | 0.0% | 0.06% | -3.3% | |
| CHD | Buy | CHURCH & DWIGHT CO INC | $115,000 | +55.4% | 1,124 | +25.4% | 0.06% | +37.2% |
| SPDW | Sell | SPDR INDEX SHS FDSportfolio devlpd | $114,000 | -97.9% | 3,124 | -97.9% | 0.06% | -98.2% |
| LRCX | Buy | LAM RESEARCH CORP | $114,000 | +56.2% | 158 | +23.4% | 0.06% | +37.2% |
| TSLA | Buy | TESLA INC | $112,000 | +77.8% | 106 | +30.9% | 0.06% | +56.8% |
| KLAC | New | KLA CORP | $113,000 | – | 263 | +100.0% | 0.06% | – |
| ZTS | Buy | ZOETIS INCcl a | $113,000 | +34.5% | 465 | +7.4% | 0.06% | +18.4% |
| LLY | Sell | LILLY ELI & CO | $112,000 | +12.0% | 406 | -6.0% | 0.06% | -1.7% |
| AMAT | Buy | APPLIED MATLS INC | $112,000 | +47.4% | 710 | +19.5% | 0.06% | +31.8% |
| CSX | Buy | CSX CORP | $112,000 | +53.4% | 2,968 | +20.8% | 0.06% | +34.9% |
| WST | Sell | WEST PHARMACEUTICAL SVSC INC | $111,000 | +7.8% | 237 | -2.1% | 0.06% | -5.0% |
| XLNX | Sell | XILINX INC | $111,000 | +23.3% | 525 | -11.6% | 0.06% | +7.5% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $111,000 | +18.1% | 858 | +3.7% | 0.06% | +3.6% |
| FAST | Buy | FASTENAL CO | $111,000 | +40.5% | 1,728 | +13.2% | 0.06% | +23.9% |
| PAYX | Sell | PAYCHEX INC | $110,000 | +20.9% | 806 | -0.6% | 0.06% | +7.5% |
| UNP | Buy | UNION PAC CORP | $108,000 | +58.8% | 428 | +23.3% | 0.06% | +40.0% |
| MNST | Buy | MONSTER BEVERAGE CORP NEW | $108,000 | +45.9% | 1,122 | +35.5% | 0.06% | +30.2% |
| INFY | Buy | INFOSYS LTDsponsored adr | $108,000 | +17.4% | 4,252 | +3.4% | 0.06% | +3.7% |
| KEYS | New | KEYSIGHT TECHNOLOGIES INC | $109,000 | – | 529 | +100.0% | 0.06% | – |
| ROK | Buy | ROCKWELL AUTOMATION INC | $108,000 | +30.1% | 309 | +9.6% | 0.06% | +14.3% |
| ODFL | Sell | OLD DOMINION FREIGHT LINE IN | $109,000 | +23.9% | 305 | -0.7% | 0.06% | +9.8% |
| GGG | Buy | GRACO INC | $107,000 | +48.6% | 1,329 | +29.3% | 0.06% | +31.0% |
| PG | New | PROCTER AND GAMBLE CO | $106,000 | – | 645 | +100.0% | 0.06% | – |
| MTD | Buy | METTLER TOLEDO INTERNATIONAL | $107,000 | +35.4% | 63 | +10.5% | 0.06% | +19.6% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $107,000 | +50.7% | 432 | +25.9% | 0.06% | +31.0% |
| REGN | Buy | REGENERON PHARMACEUTICALS | $104,000 | +16.9% | 165 | +12.2% | 0.05% | +3.8% |
| FDS | Sell | FACTSET RESH SYS INC | $105,000 | +14.1% | 216 | -7.3% | 0.05% | 0.0% |
| ALGN | Buy | ALIGN TECHNOLOGY INC | $104,000 | +25.3% | 158 | +27.4% | 0.05% | +10.2% |
| HSY | Buy | HERSHEY CO | $105,000 | +32.9% | 544 | +17.0% | 0.05% | +17.4% |
| INTU | Buy | INTUIT | $105,000 | +2525.0% | 164 | +2242.9% | 0.05% | +2600.0% |
| IEX | Buy | IDEX CORP | $105,000 | +43.8% | 444 | +25.8% | 0.05% | +25.6% |
| INTC | Buy | INTEL CORP | $104,000 | -1.0% | 2,029 | +2.9% | 0.05% | -11.5% |
| EL | New | LAUDER ESTEE COS INCcl a | $105,000 | – | 283 | +100.0% | 0.05% | – |
| NVO | Sell | NOVO-NORDISK A Sadr | $104,000 | +8.3% | 930 | -6.9% | 0.05% | -3.6% |
| CPRT | Buy | COPART INC | $102,000 | +21.4% | 674 | +11.6% | 0.05% | +8.2% |
| VRSK | Buy | VERISK ANALYTICS INC | $102,000 | +21.4% | 446 | +7.0% | 0.05% | +8.2% |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $103,000 | +7.3% | 199 | 0.0% | 0.05% | -5.4% | |
| MCO | Buy | MOODYS CORP | $102,000 | +22.9% | 261 | +12.0% | 0.05% | +8.2% |
| WAT | Buy | WATERS CORP | $103,000 | +19.8% | 276 | +14.0% | 0.05% | +6.0% |
| SPGI | Buy | S&P GLOBAL INC | $101,000 | +17.4% | 215 | +5.9% | 0.05% | +4.0% |
| IDXX | Buy | IDEXX LABS INC | $101,000 | +20.2% | 154 | +14.1% | 0.05% | +6.1% |
| CE | Buy | CELANESE CORP DEL | $100,000 | +33.3% | 598 | +20.8% | 0.05% | +18.2% |
| WIT | Buy | WIPRO LTDspon adr 1 sh | $101,000 | +11.0% | 10,398 | +0.4% | 0.05% | -1.9% |
| ASML | Buy | ASML HOLDING N V | $100,000 | +20.5% | 125 | +11.6% | 0.05% | +6.1% |
| CP | Buy | CANADIAN PAC RY LTD | $98,000 | +44.1% | 1,363 | +30.2% | 0.05% | +27.5% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $98,000 | -97.1% | 435 | -97.2% | 0.05% | -97.5% |
| JKHY | Buy | HENRY JACK & ASSOC INC | $99,000 | +25.3% | 595 | +24.0% | 0.05% | +10.9% |
| APD | New | AIR PRODS & CHEMS INC | $99,000 | – | 326 | +100.0% | 0.05% | – |
| JNJ | New | JOHNSON & JOHNSON | $99,000 | – | 580 | +100.0% | 0.05% | – |
| TROW | Buy | PRICE T ROWE GROUP INC | $96,000 | +7.9% | 486 | +6.8% | 0.05% | -3.8% |
| CTAS | New | CINTAS CORP | $96,000 | – | 217 | +100.0% | 0.05% | – |
| BIO | Sell | BIO RAD LABS INCcl a | $96,000 | 0.0% | 127 | -1.6% | 0.05% | -10.7% |
| EXP | New | EAGLE MATLS INC | $95,000 | – | 573 | +100.0% | 0.05% | – |
| TXN | Buy | TEXAS INSTRS INC | $95,000 | +18.8% | 505 | +22.0% | 0.05% | +4.3% |
| DEO | New | DIAGEO PLCspon adr new | $94,000 | – | 425 | +100.0% | 0.05% | – |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $93,000 | +20.8% | 258 | +16.2% | 0.05% | +6.7% |
| SIVB | Sell | SVB FINANCIAL GROUP | $93,000 | -8.8% | 137 | -12.7% | 0.05% | -20.0% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $91,000 | -3.2% | 161 | -1.2% | 0.05% | -14.5% |
| SEIC | Buy | SEI INVTS CO | $90,000 | +21.6% | 1,480 | +18.0% | 0.05% | +7.0% |
| ALLE | New | ALLEGION PLC | $87,000 | – | 655 | +100.0% | 0.04% | – |
| EFG | Sell | ISHARES TReafe grwth etf | $87,000 | -98.6% | 790 | -98.6% | 0.04% | -98.7% |
| MPWR | New | MONOLITHIC PWR SYS INC | $85,000 | – | 172 | +100.0% | 0.04% | – |
| GRMN | Buy | GARMIN LTD | $85,000 | 0.0% | 626 | +14.2% | 0.04% | -12.0% |
| GNTX | Buy | GENTEX CORP | $86,000 | +14.7% | 2,457 | +8.6% | 0.04% | 0.0% |
| FICO | Buy | FAIR ISAAC CORP | $86,000 | +41.0% | 198 | +29.4% | 0.04% | +22.2% |
| BKE | New | BUCKLE INC | $83,000 | – | 1,950 | +100.0% | 0.04% | – |
| MKTX | Buy | MARKETAXESS HLDGS INC | $83,000 | +22.1% | 201 | +24.8% | 0.04% | +7.5% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $81,000 | -97.8% | 317 | -97.9% | 0.04% | -98.0% |
| SCCO | Buy | SOUTHERN COPPER CORP | $81,000 | +28.6% | 1,308 | +15.8% | 0.04% | +13.5% |
| CABO | New | CABLE ONE INC | $78,000 | – | 44 | +100.0% | 0.04% | – |
| SWKS | Buy | SKYWORKS SOLUTIONS INC | $78,000 | +9.9% | 502 | +15.9% | 0.04% | -4.8% |
| SNA | Buy | SNAP ON INC | $78,000 | +13.0% | 363 | +9.3% | 0.04% | 0.0% |
| WHR | WHIRLPOOL CORP | $76,000 | +15.2% | 324 | 0.0% | 0.04% | 0.0% | |
| SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $75,000 | -98.0% | 1,819 | -97.9% | 0.04% | -98.2% |
| NFLX | Buy | NETFLIX INC | $72,000 | +7100.0% | 119 | +5850.0% | 0.04% | +3600.0% |
| FLT | Buy | FLEETCOR TECHNOLOGIES INC | $71,000 | -2.7% | 318 | +13.6% | 0.04% | -14.0% |
| VEEV | Buy | VEEVA SYS INC | $68,000 | -10.5% | 268 | +1.5% | 0.04% | -20.5% |
| IWP | Sell | ISHARES TRrus md cp gr etf | $67,000 | -96.0% | 580 | -96.1% | 0.04% | -96.4% |
| VMW | Buy | VMWARE INC | $64,000 | -7.2% | 551 | +19.5% | 0.03% | -17.5% |
| PYPL | Buy | PAYPAL HLDGS INC | $61,000 | -18.7% | 324 | +11.7% | 0.03% | -27.3% |
| ACN | ACCENTURE PLC IRELAND | $59,000 | +31.1% | 142 | 0.0% | 0.03% | +15.4% | |
| AGG | Buy | ISHARES TRcore us aggbd et | $57,000 | +16.3% | 502 | +17.3% | 0.03% | 0.0% |
| GNRC | New | GENERAC HLDGS INC | $57,000 | – | 163 | +100.0% | 0.03% | – |
| HCA | HCA HEALTHCARE INC | $51,000 | +6.2% | 199 | 0.0% | 0.03% | -7.1% | |
| COKE | COCA COLA CONS INC | $46,000 | +53.3% | 75 | 0.0% | 0.02% | +33.3% | |
| PEP | PEPSICO INC | $45,000 | +15.4% | 258 | 0.0% | 0.02% | 0.0% | |
| BR | BROADRIDGE FINL SOLUTIONS IN | $45,000 | +9.8% | 246 | 0.0% | 0.02% | -4.2% | |
| PROSPECT CAP CORPnote 4.950% 7/1 | $40,000 | -2.4% | 40,000 | 0.0% | 0.02% | -12.5% | ||
| AMX | AMERICA MOVIL SAB DE CV | $40,000 | +17.6% | 1,908 | 0.0% | 0.02% | +5.0% | |
| DUK | DUKE ENERGY CORP NEW | $38,000 | +5.6% | 367 | 0.0% | 0.02% | -4.8% | |
| BLACKROCK TCP CAPITAL CORPnote 4.625% 3/0 | $39,000 | 0.0% | 39,000 | 0.0% | 0.02% | -13.0% | ||
| NEE | Buy | NEXTERA ENERGY INC | $38,000 | +22.6% | 405 | +1.2% | 0.02% | +11.1% |
| MCD | MCDONALDS CORP | $38,000 | +11.8% | 143 | 0.0% | 0.02% | 0.0% | |
| NEAR | ISHARES U S ETF TRblackrock st mat | $35,000 | 0.0% | 700 | 0.0% | 0.02% | -10.0% | |
| NOW | SERVICENOW INC | $32,000 | +3.2% | 50 | 0.0% | 0.02% | -5.6% | |
| SLYG | Sell | SPDR SER TRs&p 600 smcp grw | $31,000 | -96.9% | 339 | -97.1% | 0.02% | -97.3% |
| EXPI | EXP WORLD HLDGS INC | $29,000 | -14.7% | 850 | 0.0% | 0.02% | -25.0% | |
| T | Sell | AT&T INC | $29,000 | -23.7% | 1,175 | -16.7% | 0.02% | -31.8% |
| IAU | ISHARES GOLD TRishares new | $30,000 | +7.1% | 850 | 0.0% | 0.02% | -6.2% | |
| SIVR | ABERDEEN STD SILVER ETF TR | $27,000 | +3.8% | 1,194 | 0.0% | 0.01% | -6.7% | |
| HD | HOME DEPOT INC | $25,000 | +25.0% | 60 | 0.0% | 0.01% | +8.3% | |
| IBHE | ISHARES TRibonds 25 trm hg | $25,000 | 0.0% | 1,000 | 0.0% | 0.01% | -13.3% | |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $25,000 | -7.4% | 403 | -11.0% | 0.01% | -18.8% |
| BA | BOEING CO | $24,000 | -7.7% | 117 | 0.0% | 0.01% | -20.0% | |
| ARES CAPITAL CORPnote 4.625% 3/0 | $23,000 | +4.5% | 20,000 | 0.0% | 0.01% | -7.7% | ||
| New | DIGITAL WORLD ACQUISITION CO | $24,000 | – | 472 | +100.0% | 0.01% | – | |
| LEN | LENNAR CORPcl a | $22,000 | +22.2% | 191 | 0.0% | 0.01% | 0.0% | |
| NRZ | NEW RESIDENTIAL INVT CORP | $20,000 | 0.0% | 1,859 | 0.0% | 0.01% | -16.7% | |
| QCLN | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $17,000 | +6.2% | 255 | 0.0% | 0.01% | 0.0% | |
| UEC | URANIUM ENERGY CORP | $17,000 | +13.3% | 5,000 | 0.0% | 0.01% | 0.0% | |
| IBM | INTERNATIONAL BUSINESS MACHS | $17,000 | 0.0% | 124 | 0.0% | 0.01% | -10.0% | |
| ERTH | INVESCO EXCHANGE TRADED FD Tinvesco msci | $15,000 | 0.0% | 230 | 0.0% | 0.01% | -11.1% | |
| MDYG | SPDR SER TRs&p 400 mdcp grw | $15,000 | +7.1% | 185 | 0.0% | 0.01% | 0.0% | |
| IBHF | New | ISHARES TRibonds 2026 term | $15,000 | – | 590 | +100.0% | 0.01% | – |
| BAC | Buy | BK OF AMERICA CORP | $16,000 | +45.5% | 358 | +37.7% | 0.01% | +33.3% |
| ACES | ALPS ETF TRclean energy | $13,000 | 0.0% | 200 | 0.0% | 0.01% | -12.5% | |
| CDK | CDK GLOBAL INC | $14,000 | 0.0% | 329 | 0.0% | 0.01% | -12.5% | |
| JPM | Sell | JPMORGAN CHASE & CO | $14,000 | -76.3% | 91 | -74.6% | 0.01% | -80.0% |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $13,000 | -13.3% | 104 | 0.0% | 0.01% | -22.2% | |
| HPQ | HP INC | $11,000 | +37.5% | 305 | 0.0% | 0.01% | +20.0% | |
| TAN | INVESCO EXCH TRADED FD TR IIsolar etf | $11,000 | -8.3% | 145 | 0.0% | 0.01% | -14.3% | |
| LMT | LOCKHEED MARTIN CORP | $12,000 | 0.0% | 34 | 0.0% | 0.01% | -14.3% | |
| RDSA | ROYAL DUTCH SHELL PLCspons adr a | $11,000 | 0.0% | 250 | 0.0% | 0.01% | 0.0% | |
| LUV | SOUTHWEST AIRLS CO | $11,000 | -15.4% | 250 | 0.0% | 0.01% | -25.0% | |
| New | INVENTRUST PPTYS CORP | $9,000 | – | 324 | +100.0% | 0.01% | – | |
| PCAR | New | PACCAR INC | $10,000 | – | 113 | +100.0% | 0.01% | – |
| F | New | FORD MTR CO DEL | $10,000 | – | 500 | +100.0% | 0.01% | – |
| PSX | PHILLIPS 66 | $9,000 | 0.0% | 125 | 0.0% | 0.01% | 0.0% | |
| AXP | AMERICAN EXPRESS CO | $9,000 | 0.0% | 54 | 0.0% | 0.01% | 0.0% | |
| NVS | NOVARTIS AGsponsored adr | $9,000 | +12.5% | 100 | 0.0% | 0.01% | 0.0% | |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $10,000 | -23.1% | 54 | -32.5% | 0.01% | -37.5% |
| EPD | ENTERPRISE PRODS PARTNERS L | $10,000 | 0.0% | 447 | 0.0% | 0.01% | -16.7% | |
| MGK | VANGUARD WORLD FDmega grwth ind | $10,000 | +11.1% | 40 | 0.0% | 0.01% | 0.0% | |
| CSCO | CISCO SYS INC | $10,000 | +11.1% | 162 | 0.0% | 0.01% | 0.0% | |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $10,000 | +233.3% | 114 | +142.6% | 0.01% | +150.0% |
| C | CITIGROUP INC | $8,000 | -11.1% | 125 | 0.0% | 0.00% | -20.0% | |
| SLYV | SPDR SER TRs&p 600 smcp val | $7,000 | 0.0% | 85 | 0.0% | 0.00% | 0.0% | |
| PHM | PULTE GROUP INC | $7,000 | +16.7% | 126 | 0.0% | 0.00% | 0.0% | |
| ENB | Sell | ENBRIDGE INC | $8,000 | -57.9% | 200 | -58.6% | 0.00% | -63.6% |
| USB | US BANCORP DEL | $7,000 | -12.5% | 131 | 0.0% | 0.00% | -20.0% | |
| VOO | Sell | VANGUARD INDEX FDS | $8,000 | -63.6% | 18 | -68.4% | 0.00% | -69.2% |
| DHI | D R HORTON INC | $7,000 | +16.7% | 68 | 0.0% | 0.00% | 0.0% | |
| EA | Sell | ELECTRONIC ARTS INC | $8,000 | -42.9% | 60 | -39.4% | 0.00% | -50.0% |
| CCL | Buy | CARNIVAL CORP | $7,000 | +16.7% | 350 | +40.0% | 0.00% | 0.0% |
| QQQ | INVESCO QQQ TRunit ser 1 | $5,000 | +25.0% | 12 | 0.0% | 0.00% | +50.0% | |
| SOXX | ISHARES TRishares semicdtr | $5,000 | +25.0% | 9 | 0.0% | 0.00% | +50.0% | |
| HAL | HALLIBURTON CO | $5,000 | +25.0% | 200 | 0.0% | 0.00% | +50.0% | |
| IBHG | New | ISHARES TRibonds 2027 term | $6,000 | – | 245 | +100.0% | 0.00% | – |
| LH | LABORATORY CORP AMER HLDGS | $6,000 | +20.0% | 19 | 0.0% | 0.00% | 0.0% | |
| THM | New | INTERNATIONAL TOWER HILL MIN | $6,000 | – | 8,000 | +100.0% | 0.00% | – |
| COIN | Buy | COINBASE GLOBAL INC | $6,000 | +50.0% | 24 | +50.0% | 0.00% | +50.0% |
| DHR | DANAHER CORPORATION | $6,000 | +20.0% | 17 | 0.0% | 0.00% | 0.0% | |
| NXPI | NXP SEMICONDUCTORS N V | $6,000 | +20.0% | 28 | 0.0% | 0.00% | 0.0% | |
| RBLX | New | ROBLOX CORPcl a | $6,000 | – | 60 | +100.0% | 0.00% | – |
| CAG | Sell | CONAGRA BRANDS INC | $6,000 | -40.0% | 190 | -33.3% | 0.00% | -50.0% |
| TU | TELUS CORPORATION | $3,000 | 0.0% | 118 | 0.0% | 0.00% | 0.0% | |
| EMR | EMERSON ELEC CO | $4,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% | |
| TD | TORONTO DOMINION BK ONT | $3,000 | +50.0% | 37 | 0.0% | 0.00% | +100.0% | |
| TYL | TYLER TECHNOLOGIES INC | $4,000 | +33.3% | 7 | 0.0% | 0.00% | 0.0% | |
| WBA | WALGREENS BOOTS ALLIANCE INC | $3,000 | +50.0% | 50 | 0.0% | 0.00% | +100.0% | |
| NKE | NIKE INCcl b | $4,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| NNN | NATIONAL RETAIL PROPERTIES I | $4,000 | +33.3% | 73 | 0.0% | 0.00% | 0.0% | |
| OGE | OGE ENERGY CORP | $4,000 | +33.3% | 102 | 0.0% | 0.00% | 0.0% | |
| OMC | OMNICOM GROUP INC | $3,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% | |
| OKE | ONEOK INC NEW | $4,000 | 0.0% | 63 | 0.0% | 0.00% | 0.0% | |
| PPL | PPL CORP | $4,000 | +33.3% | 125 | 0.0% | 0.00% | 0.0% | |
| MFC | MANULIFE FINL CORP | $3,000 | -25.0% | 182 | 0.0% | 0.00% | 0.0% | |
| PBCT | PEOPLES UNITED FINANCIAL INC | $4,000 | 0.0% | 203 | 0.0% | 0.00% | 0.0% | |
| PM | PHILIP MORRIS INTL INC | $3,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| PNW | PINNACLE WEST CAP CORP | $3,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% | |
| POR | PORTLAND GEN ELEC CO | $4,000 | +33.3% | 73 | 0.0% | 0.00% | 0.0% | |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $4,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% | |
| KHC | KRAFT HEINZ CO | $3,000 | 0.0% | 86 | 0.0% | 0.00% | 0.0% | |
| PGR | PROGRESSIVE CORP | $4,000 | +33.3% | 36 | 0.0% | 0.00% | 0.0% | |
| KMB | KIMBERLY-CLARK CORP | $4,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% | |
| KEY | KEYCORP | $4,000 | 0.0% | 171 | 0.0% | 0.00% | 0.0% | |
| K | KELLOGG CO | $3,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% | |
| O | REALTY INCOME CORP | $4,000 | +33.3% | 51 | 0.0% | 0.00% | 0.0% | |
| RY | ROYAL BK CDA | $3,000 | 0.0% | 26 | 0.0% | 0.00% | 0.0% | |
| SMMV | Sell | ISHARES TRmsci usa smcp mn | $4,000 | -94.1% | 109 | -94.1% | 0.00% | -95.0% |
| IHI | ISHARES TRu.s. med dvc etf | $3,000 | 0.0% | 48 | 0.0% | 0.00% | 0.0% | |
| HBAN | HUNTINGTON BANCSHARES INC | $4,000 | 0.0% | 257 | 0.0% | 0.00% | 0.0% | |
| FULT | FULTON FINL CORP PA | $4,000 | +33.3% | 219 | 0.0% | 0.00% | 0.0% | |
| FTS | FORTIS INC | $4,000 | +33.3% | 77 | 0.0% | 0.00% | 0.0% | |
| FLO | FLOWERS FOODS INC | $4,000 | +33.3% | 145 | 0.0% | 0.00% | 0.0% | |
| FHN | FIRST HORIZON CORPORATION | $3,000 | 0.0% | 205 | 0.0% | 0.00% | 0.0% | |
| SPG | SIMON PPTY GROUP INC NEW | $3,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| FHI | FEDERATED HERMES INCcl b | $4,000 | +33.3% | 106 | 0.0% | 0.00% | 0.0% | |
| XOM | EXXON MOBIL CORP | $4,000 | 0.0% | 68 | 0.0% | 0.00% | 0.0% | |
| SJI | SOUTH JERSEY INDS INC | $3,000 | +50.0% | 99 | 0.0% | 0.00% | +100.0% | |
| SO | SOUTHERN CO | $3,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% | |
| EVRG | EVERGY INC | $4,000 | +33.3% | 56 | 0.0% | 0.00% | 0.0% | |
| SWX | SOUTHWEST GAS HLDGS INC | $3,000 | 0.0% | 41 | 0.0% | 0.00% | 0.0% | |
| SLF | SUN LIFE FINANCIAL INC. | $3,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% | |
| TGT | TARGET CORP | $4,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% | |
| CMA | COMERICA INC | $4,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% | |
| CM | CANADIAN IMP BK COMM | $3,000 | 0.0% | 29 | 0.0% | 0.00% | 0.0% | |
| CNA | CNA FINL CORP | $3,000 | 0.0% | 77 | 0.0% | 0.00% | 0.0% | |
| BX | BLACKSTONE INC | $3,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% | |
| VTRS | VIATRIS INC | $3,000 | 0.0% | 238 | 0.0% | 0.00% | 0.0% | |
| SPCE | New | VIRGIN GALACTIC HOLDINGS INC | $3,000 | – | 250 | +100.0% | 0.00% | – |
| BNS | BANK NOVA SCOTIA B C | $4,000 | +33.3% | 54 | 0.0% | 0.00% | 0.0% | |
| BMO | BANK MONTREAL QUE | $4,000 | +33.3% | 34 | 0.0% | 0.00% | 0.0% | |
| BCE | BCE INC | $4,000 | 0.0% | 71 | 0.0% | 0.00% | 0.0% | |
| AEP | AMERICAN ELEC PWR CO INC | $4,000 | +33.3% | 42 | 0.0% | 0.00% | 0.0% | |
| ALE | ALLETE INC | $3,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% | |
| AMCR | AMCOR PLCord | $4,000 | 0.0% | 304 | 0.0% | 0.00% | 0.0% | |
| LAZ | LAZARD LTD | $3,000 | -25.0% | 80 | 0.0% | 0.00% | 0.0% | |
| LYB | LYONDELLBASELL INDUSTRIES N | $3,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% | |
| NTRS | NORTHERN TR CORP | $4,000 | +33.3% | 30 | 0.0% | 0.00% | 0.0% | |
| BOTZ | GLOBAL X FDSrbtcs artfl inte | $1,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| TJX | Sell | TJX COS INC NEW | $2,000 | -60.0% | 20 | -75.6% | 0.00% | -66.7% |
| VZ | VERIZON COMMUNICATIONS INC | $2,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% | |
| CXW | CORECIVIC INC | $1,000 | 0.0% | 147 | 0.0% | 0.00% | 0.0% | |
| MO | ALTRIA GROUP INC | $1,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| DGX | Sell | QUEST DIAGNOSTICS INC | $2,000 | -97.7% | 13 | -97.8% | 0.00% | -98.0% |
| AMD | New | ADVANCED MICRO DEVICES INC | $1,000 | – | 5 | +100.0% | 0.00% | – |
| TRP | TC ENERGY CORP | $2,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% | |
| ABBV | ABBVIE INC | $2,000 | +100.0% | 12 | 0.0% | 0.00% | 0.0% | |
| NCLH | NORWEGIAN CRUISE LINE HLDG L | $2,000 | -33.3% | 120 | 0.0% | 0.00% | -50.0% | |
| ARKQ | ARK ETF TRautnmus technlgy | $1,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% | |
| ARKK | Sell | ARK ETF TRinnovation etf | $1,000 | -50.0% | 10 | -33.3% | 0.00% | 0.0% |
| J | JACOBS ENGR GROUP INC | $2,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| MET | METLIFE INC | $1,000 | 0.0% | 11 | 0.0% | 0.00% | 0.0% | |
| SLV | ISHARES SILVER TRishares | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| UPS | UNITED PARCEL SERVICE INCcl b | $1,000 | 0.0% | 5 | 0.0% | 0.00% | 0.0% | |
| SR | SPIRE INC | $2,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| VYM | VANGUARD WHITEHALL FDShigh div yld | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| KODK | EASTMAN KODAK CO | $1,000 | -50.0% | 250 | 0.0% | 0.00% | 0.0% | |
| UNM | UNUM GROUP | $2,000 | 0.0% | 94 | 0.0% | 0.00% | 0.0% | |
| UBER | Exit | UBER TECHNOLOGIES INC | $0 | – | -10 | -100.0% | 0.00% | – |
| New | KYNDRYL HLDGS INC | $0 | – | 24 | +100.0% | 0.00% | – | |
| ESGU | Exit | ISHARES TResg awr msci usa | $0 | – | -5 | -100.0% | 0.00% | – |
| ADPT | Exit | ADAPTIVE BIOTECHNOLOGIES COR | $0 | – | -10 | -100.0% | 0.00% | – |
| VIAV | VIAVI SOLUTIONS INC | $0 | – | 12 | 0.0% | 0.00% | – | |
| LITE | LUMENTUM HLDGS INC | $0 | – | 2 | 0.0% | 0.00% | – | |
| MDT | New | MEDTRONIC PLC | $0 | – | 2 | +100.0% | 0.00% | – |
| WFC | New | WELLS FARGO CO NEW | $0 | – | 5 | +100.0% | 0.00% | – |
| ASHFORD HOSPITALITY TR INC | $0 | – | 23 | 0.0% | 0.00% | – | ||
| New | ORION OFFICE REIT INC | $0 | – | 5 | +100.0% | 0.00% | – | |
| VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -4 | -100.0% | 0.00% | – |
| CVX | New | CHEVRON CORP NEW | $0 | – | 3 | +100.0% | 0.00% | – |
| SYY | Exit | SYSCO CORP | $0 | – | -21 | -100.0% | -0.00% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -7 | -100.0% | -0.00% | – |
| VSS | Exit | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $0 | – | -5 | -100.0% | -0.00% | – |
| BND | Exit | VANGUARD BD INDEX FDStotal bnd mrkt | $0 | – | -8 | -100.0% | -0.00% | – |
| VBK | Exit | VANGUARD INDEX FDSsml cp grw etf | $0 | – | -4 | -100.0% | -0.00% | – |
| VOE | Exit | VANGUARD INDEX FDSmcap vl idxvip | $0 | – | -7 | -100.0% | -0.00% | – |
| Exit | ROBINHOOD MKTS INC | $0 | – | -30 | -100.0% | -0.00% | – | |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -10 | -100.0% | -0.00% | – |
| FCX | Exit | FREEPORT-MCMORAN INCcl b | $0 | – | -45 | -100.0% | -0.00% | – |
| VOT | Exit | VANGUARD INDEX FDSmcap gr idxvip | $0 | – | -5 | -100.0% | -0.00% | – |
| VEU | Exit | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $0 | – | -10 | -100.0% | -0.00% | – |
| COR | Exit | CORESITE RLTY CORP | $0 | – | -26 | -100.0% | -0.00% | – |
| FRT | Exit | FEDERAL RLTY INVT TRsh ben int new | $0 | – | -29 | -100.0% | -0.00% | – |
| KR | Exit | KROGER CO | $0 | – | -86 | -100.0% | -0.00% | – |
| ULTA | Exit | ULTA BEAUTY INC | $0 | – | -12 | -100.0% | -0.00% | – |
| MPC | Exit | MARATHON PETE CORP | $0 | – | -126 | -100.0% | -0.01% | – |
| AMT | Exit | AMERICAN TOWER CORP NEW | $0 | – | -38 | -100.0% | -0.01% | – |
| FBT | Exit | FIRST TR EXCHANGE-TRADED FDny arca biotech | $0 | – | -60 | -100.0% | -0.01% | – |
| FDN | Exit | FIRST TR EXCHANGE-TRADED FDdj internt idx | $0 | – | -50 | -100.0% | -0.01% | – |
| FXH | Exit | FIRST TR EXCHANGE TRADED FDhlth care alph | $0 | – | -114 | -100.0% | -0.01% | – |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -533 | -100.0% | -0.02% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -304 | -100.0% | -0.03% | – |
| TSCO | Exit | TRACTOR SUPPLY CO | $0 | – | -227 | -100.0% | -0.03% | – |
| ATHM | Exit | AUTOHOME INCsp ads rp cl a | $0 | – | -1,142 | -100.0% | -0.03% | – |
| BHP | Exit | BHP GROUP LTDsponsored ads | $0 | – | -1,055 | -100.0% | -0.03% | – |
| MMM | Exit | 3M CO | $0 | – | -393 | -100.0% | -0.04% | – |
| CLX | Exit | CLOROX CO DEL | $0 | – | -413 | -100.0% | -0.04% | – |
| APAM | Exit | ARTISAN PARTNERS ASSET MGMTcl a | $0 | – | -1,473 | -100.0% | -0.04% | – |
| AME | Exit | AMETEK INC | $0 | – | -585 | -100.0% | -0.04% | – |
| CHE | Exit | CHEMED CORP NEW | $0 | – | -158 | -100.0% | -0.04% | – |
| ADI | Exit | ANALOG DEVICES INC | $0 | – | -500 | -100.0% | -0.05% | – |
| WAL | Exit | WESTERN ALLIANCE BANCORP | $0 | – | -786 | -100.0% | -0.05% | – |
| DECK | Exit | DECKERS OUTDOOR CORP | $0 | – | -239 | -100.0% | -0.05% | – |
| RMD | Exit | RESMED INC | $0 | – | -343 | -100.0% | -0.05% | – |
| AON | Exit | AON PLC | $0 | – | -329 | -100.0% | -0.06% | – |
| IBDM | Exit | ISHARES TRibonds dec21 etf | $0 | – | -6,790 | -100.0% | -0.10% | – |
| ACWV | Exit | ISHARES INCmsci gbl min vol | $0 | – | -2,035 | -100.0% | -0.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-27
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.