PFG Private Wealth Management, LLC Q4 2024 Filing

Filed February 6, 2025

Portfolio Value

$175.7M

Holdings

239

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (239 positions)

StockValue
PEPPEPSICO INC
$39K
SPDWSPDR INDEX SHS FDS
$37K
NEARISHARES U S ETF TR
$35K
MGCVANGUARD WORLD FD
$34K
SIVRABRDN SILVER ETF TRUST
$33K
RDVYFIRST TR EXCHANGE-TRADED FD
$30K
SCHDSCHWAB STRATEGIC TR
$28K
SHOPSHOPIFY INC
$28K
AVGOBROADCOM INC
$28K
AMXAMERICA MOVIL SAB DE CV
$27K
LENLENNAR CORP
$26K
VVVANGUARD INDEX FDS
$25K
DJTTRUMP MEDIA & TECHNOLOGY GRO
$24K
HDHOME DEPOT INC
$23K
MGKVANGUARD WORLD FD
$21K
CNRCANADIAN NATL RY CO
$20K
LMTLOCKHEED MARTIN CORP
$18K
WMTWALMART INC
$18K
BABOEING CO
$18K
MSIMOTOROLA SOLUTIONS INC
$18K
MDYGSPDR SER TR
$16K
ETNEATON CORP PLC
$16K
CBCHUBB LIMITED
$15K
SDVYFIRST TR EXCHANGE-TRADED FD
$14K
PHMPULTE GROUP INC
$14K
MTUMISHARES TR
$13K
MPCMARATHON PETE CORP
$13K
ENBENBRIDGE INC
$12K
VBVANGUARD INDEX FDS
$12K
DHID R HORTON INC
$11K
CYTKCYTOKINETICS INC
$11K
VOVANGUARD INDEX FDS
$11K
XOMEXXON MOBIL CORP
$11K
SONYSONY GROUP CORP
$11K
EPDENTERPRISE PRODS PARTNERS L
$9K
SPEMSPDR INDEX SHS FDS
$9K
ERTHINVESCO EXCHANGE TRADED FD T
$9K
JPMJPMORGAN CHASE & CO.
$9K
EFGISHARES TR
$9K
USHYISHARES TR
$9K
MIGAMICROSTRATEGY INC
$9K
QCLNFIRST TR EXCHANGE-TRADED FD
$8K
VBRVANGUARD INDEX FDS
$8K
RTXRTX CORPORATION
$7K
FFORD MTR CO
$7K
USBUS BANCORP DEL
$6K
VVISA INC
$6K
BMYBRISTOL-MYERS SQUIBB CO
$6K
EQTYVALUED ADVISERS TR
$6K
MCDMCDONALDS CORP
$6K
CAGCONAGRA BRANDS INC
$5K
ACESALPS ETF TR
$5K
EMREMERSON ELEC CO
$5K
CCLCARNIVAL CORP
$5K
TANINVESCO EXCH TRADED FD TR II
$5K
7HPHP INC
$5K
UNHUNITEDHEALTH GROUP INC
$5K
INTUINTUIT
$4K
DHRDANAHER CORPORATION
$4K
DSIISHARES TR
$4K
BACBANK AMERICA CORP
$4K
IPINTERNATIONAL PAPER CO
$4K
NOCNORTHROP GRUMMAN CORP
$4K
BLKBLACKROCK INC
$4K
ADBEADOBE INC
$4K
TFCTRUIST FINL CORP
$4K
KEYKEYCORP
$4K
BACVERIZON COMMUNICATIONS INC
$4K
VUGVANGUARD INDEX FDS
$4K
4I1PHILIP MORRIS INTL INC
$4K
WSTWEST PHARMACEUTICAL SVSC INC
$4K
KELKELLANOVA
$3K
RBLXROBLOX CORP
$3K
GISGENERAL MLS INC
$3K
PRUPRUDENTIAL FINL INC
$3K
MCKMCKESSON CORP
$3K
LIESUN LIFE FINANCIAL INC.
$3K
EIXEDISON INTL
$3K
IWPISHARES TR
$3K
UPSUNITED PARCEL SERVICE INC
$3K
GILDGILEAD SCIENCES INC
$3K
TRVCCITIGROUP INC
$3K
OMCOMNICOM GROUP INC
$3K
CSCOCISCO SYS INC
$3K
SPGSIMON PPTY GROUP INC NEW
$3K
QSRRESTAURANT BRANDS INTL INC
$3K
SLVISHARES SILVER TR
$3K
VLOVALERO ENERGY CORP
$3K
SNYSANOFI
$3K
XLGINVESCO EXCHANGE TRADED FD T
$3K
SMMVISHARES TR
$2K
CVXCHEVRON CORP NEW
$2K
CMCSACOMCAST CORP NEW
$2K
TAT&T INC
$2K
LYBLYONDELLBASELL INDUSTRIES N
$2K
SLYGSPDR SER TR
$2K
NKENIKE INC
$2K
HALHALLIBURTON CO
$2K
CVSCVS HEALTH CORP
$2K
AMTMAMENTUM HOLDINGS INC
$2K
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