PFG Investments, LLC

Q3 2025 13F-HR Holdings

Location
Woodbury, NY
Holdings as of
9/30/2025
Date filed
10/31/2025
Form type
13F-HR
Num holdings
1,111
Total value ($000)
$1,926,139
Net value change ($000)
+220,660 (12.9%)
New positions
132
Sold out positions
66
Turnover %
2.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/18/2025 Next filing: 1/26/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 25,780 24.4%
TSLA 17,835 41.8%
NVDA 15,666 25.6%
GOOGL 5,295 41.4%
PLTR 4,604 31.3%
GOOGL 4,353 40.3%
GLW 4,151 133.4%
OKLO 3,675 123.1%
MSFT 3,544 5.8%
JNJ 3,465 21.5%
Top Reduces (Value $000, Stocks/ETFs)
META -3,747 -10.4%
COST -953 -5.2%
NVO -825 -52.1%
WHR -796 -50.5%
IBM -755 -5.8%
QUBT -697 -61.8%
PARAV -693 -100.0%
ADMA -677 -17.3%
SH -655 -100.0%
WIW -641 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type