HoldingsChannel.com
PFG Private Wealth Management LLC Top Holdings
As of  06/30/2022, below is a summary of the PFG Private Wealth Management LLC top holdings by largest position size, as per the latest 13f filing made by PFG Private Wealth Management LLC. In the PFG Private Wealth Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by PFG Private Wealth Management LLC in that top holding, then the share count change between reporting periods, and finally the PFG Private Wealth Management LLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VTV) 103,651 +5,003 $13,670
     VTV103,651+5,003$13,670
VANGUARD WORLD FD (MGV) 141,524 +5,500 $13,612
     MGV141,524+5,500$13,612
VANGUARD SCOTTSDALE FDS (VCLT) 142,276 +142,276 $11,540
     VCLT142,276+142,276$11,540
VANGUARD TAX MANAGED INTL FD (VEA) 240,636 -2,864 $9,818
     VEA240,636-2,864$9,818
ISHARES TR (USHY) 248,100 -18,272 $8,589
     USHY248,100-18,272$8,589
ISHARES TR (IVV) 20,183 +291 $7,653
     IVV20,183+291$7,653
SPDR SER TR (EBND) 348,333 +348,333 $7,123
     EBND348,333+348,333$7,123
ISHARES TR (DIVB) 192,866 +4,101 $6,995
     DIVB192,866+4,101$6,995
SPDR SER TR (SPYG) 129,541 +3,979 $6,772
     SPYG129,541+3,979$6,772
ISHARES TR (FLOT) 130,120 -574 $6,496
     FLOT130,120-574$6,496
ISHARES TR (IBDP) 255,961 +43,486 $6,335
     IBDP255,961+43,486$6,335
ISHARES TR (IBDO) 228,768 +8,904 $5,740
     IBDO228,768+8,904$5,740
ISHARES TR (IBDN) 211,426 +2,450 $5,288
     IBDN211,426+2,450$5,288
ISHARES TR (IBDQ) 205,147 +7,959 $5,067
     IBDQ205,147+7,959$5,067
ISHARES TR (IBDR) 209,263 +9,608 $4,978
     IBDR209,263+9,608$4,978
ISHARES TR (IBDT) 196,142 +13,732 $4,896
     IBDT196,142+13,732$4,896
ISHARES TR (IBDS) 204,454 +10,725 $4,880
     IBDS204,454+10,725$4,880
ISHARES TR (IBDU) 211,838 +20,069 $4,840
     IBDU211,838+20,069$4,840
ISHARES TR (IJH) 16,338 -1,961 $3,696
     IJH16,338-1,961$3,696
WORLD GOLD TR 86,109 +4,008 $3,090
     GLDM86,109+4,008$3,090
VANGUARD INTL EQUITY INDEX F (VWO) 69,568 +69,568 $2,897
     VWO69,568+69,568$2,897
VANGUARD INTL EQUITY INDEX F (VPL) 41,128 +1,444 $2,611
     VPL41,128+1,444$2,611
ISHARES TR (IJR) 24,111 -21,070 $2,228
     IJR24,111-21,070$2,228
BERKSHIRE HATHAWAY INC DEL      $2,044
     BRK.A4UNCH$1,636
     BRK.B1,493UNCH$408
SPDR SER TR (KRE) 29,572 +1,004 $1,718
     KRE29,572+1,004$1,718
ISHARES TR (MUB) 14,881 -291 $1,583
     MUB14,881-291$1,583
VANGUARD WORLD FDS (VFH) 19,101 +439 $1,474
     VFH19,101+439$1,474
FIRST TR EXCH TRADED FD III (FMB) 28,268 -756 $1,431
     FMB28,268-756$1,431
SPDR SER TR (XBI) 13,014 +1,755 $967
     XBI13,014+1,755$967
APPLE INC 6,973 -170 $953
     AAPL6,973-170$953
SPDR S&P 500 ETF TR (SPY) 1,647 +44 $621
     SPY1,647+44$621
ISHARES TR (USMV) 6,352 +107 $446
     USMV6,352+107$446
MICROSOFT CORP 1,657 +21 $426
     MSFT1,657+21$426
SPDR GOLD TR (GLD) 2,451 UNCH $413
     GLD2,451UNCH$413
VANGUARD SCOTTSDALE FDS (VONV) 6,077 +165 $386
     VONV6,077+165$386
SPDR SER TR (SPAB) 11,790 +934 $311
     SPAB11,790+934$311
AMAZON COM INC 2,900 +2,743 $308
     AMZN2,900+2,743$308
AUTOMATIC DATA PROCESSING IN 1,436 -4 $302
     ADP1,436-4$302
JPMORGAN CHASE & CO 2,410 +1,456 $271
     JPM2,410+1,456$271
CVS HEALTH CORP 2,866 -711 $266
     CVS2,866-711$266
ENBRIDGE INC 6,232 +183 $263
     ENB6,232+183$263
PROCTER AND GAMBLE CO 1,826 +1,171 $263
     PG1,826+1,171$263
ISHARES TR (QUAL) 2,284 -107 $255
     QUAL2,284-107$255
ALPHABET INC 115 UNCH $252
     GOOG115UNCH$252
VERTEX PHARMACEUTICALS INC 870 -175 $245
     VRTX870-175$245
LINDE PLC 845 +25 $243
     LIN845+25$243
ABBOTT LABS 2,227 +7 $242
     ABT2,227+7$242
SEMPRA 1,579 +1,579 $237
     SRE1,579+1,579$237
GENERAL DYNAMICS CORP 1,066 +1,066 $236
     GD1,066+1,066$236
AECOM 3,546 +121 $231
     ACM3,546+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

Size ($ in 1000's)
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

PFG Private Wealth Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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