Pfg Private Wealth Management, LLC - Q12026 Holdings
Pfg Private Wealth Management, LLC holds 74 stocks with a total portfolio value of $ 235.85M as of Q12026. In Q12026, Pfg Private Wealth Management, LLC added 12 new positions, increased stakes in 45 stocks, reduced 11 holdings, and fully exited 12 positions. The largest holding is Ishares Tr (IVV), representing 12.91% of the total portfolio.
Company Name
Shares
Value
%
Status
Δ
Ticker
Avg Price
Price
Options