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Aryn Sands

Pfg Investments, Llc

Assets Managed
$2.146B
Holdings
1191
Last Quarter
2026 - Q1
Filed Date
1mo 3d ago
Growth Rate
1.13%(2Q avg: 5.67%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Pfg Investments, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1191 positions.

Assets under management

The assets under management (AUM) of Pfg Investments, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.146B in assets, with a quarterly growth rate of 1.13% and a 2-quarter average growth rate of 5.67%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -0.75%
6.24%
$133.892M
527,569 shares@ $253.8 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 1.07%
3.42%
$73.262M
420,083 shares@ $174.4 avg price
TSLA
Tesla Inc
Recent Activity
Increased 0.05%
2.38%
$50.943M
137,036 shares@ $371.76 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 4.65%
2.32%
$49.668M
134,176 shares@ $370.17 avg price
JPST
Jpmorgan Ultra-short Income
Recent Activity
Decreased -2.13%
2.17%
$46.578M
920,333 shares@ $50.62 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 2.59%
1.72%
$36.84M
176,888 shares@ $208.27 avg price
CLM
Cornerstone Strategic Value
Recent Activity
Increased 37.54%
1.4%
$30.016M
4.123M shares@ $7.28 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 1.14%
1.38%
$29.559M
45,452 shares@ $650.34 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Increased 19.42%
1.27%
$27.077M
203,740 shares@ $132.9 avg price
PDI
Pimco Dynamic Income Fund
Recent Activity
Increased 5.06%
1.22%
$26.097M
1.525M shares@ $17.12 avg price

1-10 of 1191