PFG Private Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Lutz, FL
CIK
0001799957
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 235 148,585 IVV, VEA, SPYG, IBDS 13F-HR 1/22/2024 000179995724000001
Q3 2023 295 134,513 VTV, SPYG, IVV, VEA 13F-HR 10/24/2023 000179995723000005
Q2 2023 284 169,444 SPYG, VTV, VEA, IVV 13F-HR 7/17/2023 000179995723000004
Q1 2023 285 157,305 SPYG, VTV, VEA, IVV 13F-HR 5/1/2023 000179995723000003
Q4 2022 389 161,125 MGV, VTV, IVV, SPYG 13F-HR 1/18/2023 000179995723000001
Q3 2022 347 152,259 IVV, MGV, VTV, SPYG 13F-HR 11/4/2022 000179995722000005
Q2 2022 324 178,263 VTV, MGV, VCLT, VEA 13F-HR 7/19/2022 000179995722000004
Q1 2022 302 194,750 MGV, VTV, FALN, VEA 13F-HR 4/25/2022 000179995722000003
Q4 2021 310 193,626 SPYG, IVV, VEA, FLOT 13F-HR 1/26/2022 000179995722000002
Q3 2021 310 170,932 IVV, DGRO, FLOT, QUAL 13F-HR 11/3/2021 000179995721000005
Q2 2021 58 154,234 IVV, DGRO, FLOT, QUAL 13F-HR 8/2/2021 000179995721000003
Q1 2021 58 145,353 USMV, FLOT, DGRO, QUAL 13F-HR 5/7/2021 000179995721000002
Q4 2020 49 130,481 USMV, DGRO, FLOT, SPYG 13F-HR 1/25/2021 000179995721000001
Q3 2020 46 114,734 USMV, FLOT, DGRO, SPYG 13F-HR 11/3/2020 000179995720000004
Q2 2020 44 106,214 USMV, FLOT, DGRO, SPYG 13F-HR 8/12/2020 000179995720000003
Q1 2020 41 92,882 USMV, FLOT, DGRO, SPYG 13F-HR 4/28/2020 000179995720000002
Q4 2019 47 111,957 FLOT, LGLV, DGRO, SPYG 13F-HR 1/21/2020 000179995720000001