PFG Investments, LLC

WOODBURY, NY · CIK 1973224 · 13F filing filed 2026-07-23

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyWoodbury, NY

$2.6bn reported value +20.3% vs Q1 2026

1,295positions

23.3%in top 10

169 new 615 added 437 reduced 65 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	APPLE INC COM AAPL	AAPL	529,075	$153.1m5.93%	5.93%	Added +1.5k	+1,506 0.3%
2	NVIDIA CORPORATION COM NVDA	NVDA	469,347	$93.9m3.64%	3.64%	Added +49.3k	+49,264 11.7%
3	TESLA INC COM TSLA	TSLA	136,636	$57.5m2.23%	2.23%	Reduced -400	-400 -0.3%
4	MICROSOFT CORP COM MSFT	MSFT	139,114	$51.9m2.01%	2.01%	Added +4.9k	+4,938 3.7%
5	AMAZON COM INC COM AMZN	AMZN	194,482	$46.4m1.80%	1.80%	Added +17.6k	+17,594 9.9%
6	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	912,435	$46.1m1.79%	1.79%	Reduced -7.9k	-7,898 -0.9%
7	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	224,935	$42.9m1.66%	1.66%	Added +21.2k	+21,195 10.4%
8	ADVANCED MICRO DEVICES INC COM AMD	AMD	70,540	$41.0m1.59%	1.59%	Added +19.6k	+19,552 38.4%
9	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	47,482	$35.5m1.37%	1.37%	Added +2.0k	+2,030 4.5%
10	CORNERSTONE STRATEGIC INVEST COM CLM	CLM	4,492,919	$34.0m1.32%	1.32%	Added +369.9k	+369,888 9.0%
11	ALPHABET INC CAP STK CL A GOOGL	GOOGL	87,842	$31.4m1.22%	1.22%	Reduced -1.5k	-1,457 -1.6%
12	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	39,511	$29.1m1.13%	1.13%	Added +518	+518 1.3%
13	JOHNSON & JOHNSON COM JNJ	JNJ	101,254	$25.7m1.00%	1.00%	Reduced -3.7k	-3,720 -3.5%
14	META PLATFORMS INC CL A META	META	45,388	$25.6m0.99%	0.99%	Added +2.4k	+2,416 5.6%
15	ALPHABET INC CAP STK CL C GOOG	GOOG	70,800	$25.0m0.97%	0.97%	Added +4.8k	+4,759 7.2%
16	BROADCOM INC COM AVGO	AVGO	64,368	$24.3m0.94%	0.94%	Added +29.7k	+29,658 85.5%
17	PIMCO DYNAMIC INCOME FD SHS PDI	PDI	1,438,078	$24.0m0.93%	0.93%	Reduced -87.2k	-87,157 -5.7%
18	JPMORGAN CHASE & CO COM JPM	JPM	72,804	$23.8m0.92%	0.92%	Added +1.9k	+1,903 2.7%
19	CORNING INC COM GLW	GLW	89,563	$22.9m0.89%	0.89%	Added +13.3k	+13,307 17.4%
20	PIMCO ETF TR ENHANCD SHORT EMNT	EMNT	211,780	$21.0m0.81%	0.81%	Added +10.0k	+10,028 5.0%
21	MICRON TECHNOLOGY INC COM MU	MU	18,033	$20.8m0.81%	0.81%	Added +1.6k	+1,568 9.5%
22	CISCO SYS INC COM CSCO	CSCO	172,165	$20.2m0.78%	0.78%	Added +937	+937 0.6%
23	EXXON MOBIL CORP COM XOM	XOM	145,410	$19.9m0.77%	0.77%	Added +2.6k	+2,578 1.8%
24	COSTCO WHSL CORP NEW COM COST	COST	21,181	$19.8m0.77%	0.77%	Added +3.4k	+3,363 18.9%
25	KLA CORP COM NEW KLAC	KLAC	63,013	$19.0m0.74%	0.74%	Added +55.0k	+54,993 685.7%
26	INTEL CORP COM INTC	INTC	128,621	$18.0m0.70%	0.70%	Reduced -9.0k	-9,000 -6.5%
27	VANECK ETF TRUST GREEN BOND ETF GRNB	GRNB	699,390	$16.9m0.65%	0.65%	Reduced -25.5k	-25,514 -3.5%
28	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	134,022	$15.6m0.61%	0.61%	Added +22.8k	+22,753 20.4%
29	EA SERIES TRUST STANCE SUSTAINAB CHGX	CHGX	465,343	$15.5m0.60%	0.60%	Added +39.6k	+39,635 9.3%
30	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	20,966	$14.4m0.56%	0.56%	Added +231	+231 1.1%
31	ISHARES TR MSCI KLD400 SOC DSI	DSI	97,760	$13.9m0.54%	0.54%	Added +1.8k	+1,761 1.8%
32	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	48,519	$13.6m0.53%	0.53%	Added +5.7k	+5,657 13.2%
33	ELI LILLY & CO COM LLY	LLY	10,863	$13.0m0.50%	0.50%	Added +1.2k	+1,219 12.6%
34	SPROTT ASSET MANAGEMENT LP TR UNIT CEF	CEF	312,401	$12.6m0.49%	0.49%	Reduced -8.4k	-8,416 -2.6%
35	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	33,851	$12.5m0.49%	0.49%	Added +1.7k	+1,748 5.4%
36	SPDR GOLD TR GOLD SHS GLD	GLD	33,960	$12.5m0.48%	0.48%	Reduced -105	-105 -0.3%
37	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	23,929	$12.0m0.46%	0.46%	Reduced -682	-682 -2.8%
38	CATERPILLAR INC COM CAT	CAT	10,845	$11.5m0.45%	0.45%	Added +1.6k	+1,633 17.7%
39	WALMART INC COM WMT	WMT	101,132	$11.5m0.44%	0.44%	Reduced -2.9k	-2,888 -2.8%
40	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	122,835	$11.3m0.44%	0.44%	Reduced -10.9k	-10,899 -8.2%
41	VERIZON COMMUNICATIONS INC COM VZ	VZ	264,391	$11.2m0.43%	0.43%	Added +38.1k	+38,092 16.8%
42	ISHARES TR CORE S&P TTL STK ITOT	ITOT	66,889	$11.0m0.43%	0.43%	Reduced -4.8k	-4,809 -6.7%
43	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	105,259	$10.6m0.41%	0.41%	Added +14.6k	+14,608 16.1%
44	VISA INC COM CL A V	V	30,358	$10.4m0.40%	0.40%	Added +1.2k	+1,227 4.2%
45	MANAGER DIRECTED PORTFOLIOS VERT GLB SUST RE VGSR	VGSR	902,746	$10.3m0.40%	0.40%	Reduced -16.5k	-16,493 -1.8%
46	COREWEAVE INC COM CL A CRWV	CRWV	103,081	$10.3m0.40%	0.40%	Added +35.8k	+35,804 53.2%
47	NUSHARES ETF TR NUVEEN ESG INTL NUDM	NUDM	253,459	$10.1m0.39%	0.39%	Added +6.8k	+6,763 2.7%
48	ORACLE CORP COM ORCL	ORCL	68,384	$10.0m0.39%	0.39%	Added +20.1k	+20,148 41.8%
49	ABBVIE INC COM ABBV	ABBV	38,855	$9.8m0.38%	0.38%	Added +3.3k	+3,348 9.4%
50	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	14,780	$9.7m0.38%	0.38%	Added +4.5k	+4,488 43.6%
51	GE VERNOVA INC COM GEV	GEV	8,211	$9.6m0.37%	0.37%	Added +1.0k	+1,026 14.3%
52	PROCTER AND GAMBLE CO COM PG	PG	64,448	$9.5m0.37%	0.37%	Added +2.2k	+2,235 3.6%
53	FIRST TR EXCHANGE-TRADED FD NASDQ CLN EDGE GRID	GRID	49,150	$9.4m0.37%	0.37%	Added +708	+708 1.5%
54	HA SUSTAINABLE INFRA CAP INC COM HASI	HASI	223,406	$8.7m0.34%	0.34%	Reduced -217	-217 -0.1%
55	PEPSICO INC COM PEP	PEP	62,828	$8.5m0.33%	0.33%	Reduced -518	-518 -0.8%
56	GE AEROSPACE COM NEW GE	GE	22,535	$8.4m0.33%	0.33%	Reduced -1	-1 0.0%
57	MERCK & CO INC COM MRK	MRK	64,183	$8.2m0.32%	0.32%	Added +2.2k	+2,204 3.6%
58	BANK AMERICA CORP COM BAC	BAC	143,817	$8.2m0.32%	0.32%	Reduced -711	-711 -0.5%
59	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	142,628	$8.1m0.31%	0.31%	Added +6.0k	+5,975 4.4%
60	NETFLIX INC COM NFLX	NFLX	112,450	$8.0m0.31%	0.31%	Added +24.0k	+24,038 27.2%
61	BROOKFIELD RENEWABLE CORP CL A EX SUB VTG BEPC	BEPC	214,136	$7.9m0.31%	0.31%	Added +2.8k	+2,825 1.3%
62	HOME DEPOT INC COM HD	HD	22,524	$7.9m0.31%	0.31%	Added +725	+725 3.3%
63	SPROTT PHYSICAL GOLD TR UNIT PHYS	PHYS	255,745	$7.7m0.30%	0.30%	Added +10.1k	+10,136 4.1%
64	CHEVRON CORP NEW COM CVX	CVX	46,356	$7.7m0.30%	0.30%	Reduced -2.3k	-2,294 -4.7%
65	CONSOLIDATED EDISON INC COM ED	ED	65,590	$7.3m0.28%	0.28%	Added +13	+13 0.0%
66	FIRST TR EXCHANGE-TRADED FD DORSEY WRT 5 ETF FV	FV	92,939	$7.1m0.27%	0.27%	Added +6.0k	+5,996 6.9%
67	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	14,620	$7.0m0.27%	0.27%	Added +1.0k	+1,038 7.6%
68	ISHARES TR ISHARES SEMICDTR SOXX	SOXX	10,892	$7.0m0.27%	0.27%	Added +48	+48 0.4%
69	ISHARES TR CORE S&P500 ETF IVV	IVV	9,314	$7.0m0.27%	0.27%	Added +2.2k	+2,207 31.1%
70	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	217,937	$6.9m0.27%	0.27%	Added +10.8k	+10,807 5.2%
71	UNITED PARCEL SERVICE INC CL B UPS	UPS	63,437	$6.8m0.26%	0.26%	Added +1.9k	+1,900 3.1%
72	ASTERA LABS INC COM ALAB	ALAB	13,986	$6.8m0.26%	0.26%	Added +8.1k	+8,051 135.7%
73	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	42,748	$6.8m0.26%	0.26%	Added +1.3k	+1,259 3.0%
74	PALO ALTO NETWORKS INC COM PANW	PANW	19,703	$6.7m0.26%	0.26%	Reduced -181	-181 -0.9%
75	ISHARES TR RUS TP200 GR ETF IWY	IWY	22,270	$6.5m0.25%	0.25%	Added +2.6k	+2,590 13.2%
76	COCA COLA CO COM KO	KO	78,900	$6.4m0.25%	0.25%	Added +7.8k	+7,843 11.0%
77	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	8,400	$6.4m0.25%	0.25%	Reduced -89	-89 -1.1%
78	ISHARES TR CORE MSCI EAFE IEFA	IEFA	64,828	$6.3m0.24%	0.24%	Added +3.6k	+3,642 6.0%
79	PIMCO CORPORATE & INCOME OPP COM PTY	PTY	504,390	$6.1m0.24%	0.24%	Reduced -122.9k	-122,935 -19.6%
80	GLOBAL X FDS NASDAQ 100 COVER QYLD	QYLD	328,168	$6.0m0.23%	0.23%	Added +12.3k	+12,270 3.9%
81	PROSHARES TR S&P 500 HIGH INC ISPY	ISPY	123,346	$5.9m0.23%	0.23%	Reduced -6.8k	-6,831 -5.2%
82	APPLIED MATLS INC COM AMAT	AMAT	8,097	$5.9m0.23%	0.23%	Reduced -395	-395 -4.7%
83	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	24,615	$5.8m0.23%	0.23%	Reduced -232	-232 -0.9%
84	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	2,923	$5.8m0.23%	0.23%	Added +132	+132 4.7%
85	PFIZER INC COM PFE	PFE	241,469	$5.8m0.23%	0.23%	Reduced -55.9k	-55,895 -18.8%
86	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	19,131	$5.8m0.22%	0.22%	Reduced -26	-26 -0.1%
87	NEBIUS GROUP N.V. SHS CLASS A NBIS	NBIS	20,742	$5.7m0.22%	0.22%	Reduced -136	-136 -0.7%
88	AT&T INC COM T	T	275,314	$5.7m0.22%	0.22%	Added +18.3k	+18,339 7.1%
89	MARVELL TECHNOLOGY INC COM MRVL	MRVL	18,934	$5.6m0.22%	0.22%	Reduced -4.1k	-4,128 -17.9%
90	BOEING CO COM BA	BA	25,510	$5.5m0.21%	0.21%	Reduced -432	-432 -1.7%
91	MEDTRONIC PLC SHS MDT	MDT	70,457	$5.5m0.21%	0.21%	Added +60.2k	+60,242 589.7%
92	SPACE EXPLORATION TECHN CORP CLASS A COM STK SPCX	SPCX	32,234	$5.5m0.21%	0.21%	New
93	PHILIP MORRIS INTL INC COM PM	PM	30,272	$5.5m0.21%	0.21%	Reduced -669	-669 -2.2%
94	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	63,551	$5.5m0.21%	0.21%	Added +3.4k	+3,353 5.6%
95	ENTERPRISE PRODS PARTNERS L COM EPD	EPD	144,696	$5.3m0.21%	0.21%	Reduced -3.9k	-3,910 -2.6%
96	ALTRIA GROUP INC COM MO	MO	73,508	$5.3m0.20%	0.20%	Added +5.5k	+5,519 8.1%
97	VANGUARD WORLD FD ESG US STK ETF ESGV	ESGV	39,421	$5.2m0.20%	0.20%	Added +2.4k	+2,437 6.6%
98	ENERGY TRANSFER L P COM UT LTD PTN ET	ET	263,552	$5.0m0.20%	0.20%	Added +25.0k	+24,985 10.5%
99	ISHARES TR CORE US AGGBD ET AGG	AGG	50,330	$5.0m0.19%	0.19%	Added +2.1k	+2,132 4.4%
100	ISHARES TR GL CLEAN ENE ETF ICLN	ICLN	241,028	$4.9m0.19%	0.19%	Added +1.5k	+1,453 0.6%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		6,214	$2.8m6.2k shares
VANGUARD SCOTTSDALE FDS VTC	VTC	10,154	$780.1k10.2k shares
KARMAN HLDGS INC KRMN	KRMN	9,025	$722.5k9.0k shares
HOLOGIC INC HOLX	HOLX	7,348	$555.4k7.3k shares
DUPONT DE NEMOURS INC DWDP	DWDP	3,833	$526.6k3.8k shares
WISDOMTREE TR AGZD	AGZD	19,815	$446.8k19.8k shares
ANGEL OAK FUNDS TRUST AOHY	AOHY	39,939	$436.5k39.9k shares
REGIONS FINANCIAL CORP NEW RF	RF	14,514	$379.1k14.5k shares
THIRD COAST BANCSHARES INC TCBX	TCBX	9,145	$346.0k9.1k shares
CARNIVAL CORP		12,824	$331.9k12.8k shares
ISHARES TR IAGG	IAGG	6,075	$304.0k6.1k shares
GRAYSCALE ETHEREUM MINI TR E ETH	ETH	15,155	$301.0k15.2k shares
NORTHERN LTS FD TR IV WWJD	WWJD	7,999	$299.1k8.0k shares
TCW ETF TRUST SLNZ	SLNZ	6,454	$292.2k6.5k shares
DIREXION SHS ETF TR NUGT	NUGT	1,500	$282.4k1.5k shares
MORGAN STANLEY ETF TRUST EVSD	EVSD	5,522	$281.3k5.5k shares
BLACKROCK ETF TRUST II HIMU	HIMU	5,720	$274.4k5.7k shares
CF INDS HLDGS INC CF	CF	2,099	$272.6k2.1k shares
CHIPOTLE MEXICAN GRILL INC CMG	CMG	8,314	$266.1k8.3k shares
VANECK ETF TRUST GDXJ	GDXJ	2,155	$258.6k2.2k shares
BEST BUY INC BBY	BBY	4,007	$257.2k4.0k shares
BITWISE 10 CRYPTO INDEX ETF BITW	BITW	5,521	$246.3k5.5k shares
RITHM CAPITAL CORP RITM	RITM	25,615	$242.8k25.6k shares
ISHARES GOLD TR IAUM	IAUM	5,138	$239.9k5.1k shares
SPDR SER TR FLRN	FLRN	7,731	$238.0k7.7k shares