
Entity | Amount | Change
03/31/2022 to 06/30/2022 |
Position Size ($ in 1000's) |
---|---|---|---|
![]() |
103,651 | +5,003 | $13,670 |
VTV | 103,651 | +5,003 | $13,670 |
![]() |
141,524 | +5,500 | $13,612 |
MGV | 141,524 | +5,500 | $13,612 |
![]() |
142,276 | +142,276 | $11,540 |
VCLT | 142,276 | +142,276 | $11,540 |
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240,636 | -2,864 | $9,818 |
VEA | 240,636 | -2,864 | $9,818 |
![]() |
248,100 | -18,272 | $8,589 |
USHY | 248,100 | -18,272 | $8,589 |
![]() |
20,183 | +291 | $7,653 |
IVV | 20,183 | +291 | $7,653 |
![]() |
348,333 | +348,333 | $7,123 |
EBND | 348,333 | +348,333 | $7,123 |
![]() |
192,866 | +4,101 | $6,995 |
DIVB | 192,866 | +4,101 | $6,995 |
![]() |
129,541 | +3,979 | $6,772 |
SPYG | 129,541 | +3,979 | $6,772 |
![]() |
130,120 | -574 | $6,496 |
FLOT | 130,120 | -574 | $6,496 |
![]() |
255,961 | +43,486 | $6,335 |
IBDP | 255,961 | +43,486 | $6,335 |
![]() |
228,768 | +8,904 | $5,740 |
IBDO | 228,768 | +8,904 | $5,740 |
![]() |
211,426 | +2,450 | $5,288 |
IBDN | 211,426 | +2,450 | $5,288 |
![]() |
205,147 | +7,959 | $5,067 |
IBDQ | 205,147 | +7,959 | $5,067 |
![]() |
209,263 | +9,608 | $4,978 |
IBDR | 209,263 | +9,608 | $4,978 |
![]() |
196,142 | +13,732 | $4,896 |
IBDT | 196,142 | +13,732 | $4,896 |
![]() |
204,454 | +10,725 | $4,880 |
IBDS | 204,454 | +10,725 | $4,880 |
![]() |
211,838 | +20,069 | $4,840 |
IBDU | 211,838 | +20,069 | $4,840 |
![]() |
16,338 | -1,961 | $3,696 |
IJH | 16,338 | -1,961 | $3,696 |
![]() |
86,109 | +4,008 | $3,090 |
GLDM | 86,109 | +4,008 | $3,090 |
![]() |
69,568 | +69,568 | $2,897 |
VWO | 69,568 | +69,568 | $2,897 |
![]() |
41,128 | +1,444 | $2,611 |
VPL | 41,128 | +1,444 | $2,611 |
![]() |
24,111 | -21,070 | $2,228 |
IJR | 24,111 | -21,070 | $2,228 |
![]() |
$2,044 | ||
BRK.A | 4 | UNCH | $1,636 |
BRK.B | 1,493 | UNCH | $408 |
![]() |
29,572 | +1,004 | $1,718 |
KRE | 29,572 | +1,004 | $1,718 |
![]() |
14,881 | -291 | $1,583 |
MUB | 14,881 | -291 | $1,583 |
![]() |
19,101 | +439 | $1,474 |
VFH | 19,101 | +439 | $1,474 |
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28,268 | -756 | $1,431 |
FMB | 28,268 | -756 | $1,431 |
![]() |
13,014 | +1,755 | $967 |
XBI | 13,014 | +1,755 | $967 |
![]() |
6,973 | -170 | $953 |
AAPL | 6,973 | -170 | $953 |
![]() |
1,647 | +44 | $621 |
SPY | 1,647 | +44 | $621 |
![]() |
6,352 | +107 | $446 |
USMV | 6,352 | +107 | $446 |
![]() |
1,657 | +21 | $426 |
MSFT | 1,657 | +21 | $426 |
![]() |
2,451 | UNCH | $413 |
GLD | 2,451 | UNCH | $413 |
![]() |
6,077 | +165 | $386 |
VONV | 6,077 | +165 | $386 |
![]() |
11,790 | +934 | $311 |
SPAB | 11,790 | +934 | $311 |
![]() |
2,900 | +2,743 | $308 |
AMZN | 2,900 | +2,743 | $308 |
![]() |
1,436 | -4 | $302 |
ADP | 1,436 | -4 | $302 |
![]() |
2,410 | +1,456 | $271 |
JPM | 2,410 | +1,456 | $271 |
![]() |
2,866 | -711 | $266 |
CVS | 2,866 | -711 | $266 |
![]() |
6,232 | +183 | $263 |
ENB | 6,232 | +183 | $263 |
![]() |
1,826 | +1,171 | $263 |
PG | 1,826 | +1,171 | $263 |
![]() |
2,284 | -107 | $255 |
QUAL | 2,284 | -107 | $255 |
![]() |
115 | UNCH | $252 |
GOOG | 115 | UNCH | $252 |
![]() |
870 | -175 | $245 |
VRTX | 870 | -175 | $245 |
![]() |
845 | +25 | $243 |
LIN | 845 | +25 | $243 |
![]() |
2,227 | +7 | $242 |
ABT | 2,227 | +7 | $242 |
![]() |
1,579 | +1,579 | $237 |
SRE | 1,579 | +1,579 | $237 |
![]() |
1,066 | +1,066 | $236 |
GD | 1,066 | +1,066 | $236 |
![]() |
3,546 | +121 | $231 |
ACM | 3,546 | +121 | $231 |
See Full List: All Stocks Held By PFG Private Wealth Management LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By PFG Private Wealth Management LLC
![]() At 06/30/2022: $178,263 At 03/31/2022: $194,750 PFG Private Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from PFG Private Wealth Management LLC 13F filings. Link to 13F filings: SEC filings |