PFG Investments, LLC

CIK
0001973224
City
WOODBURY
State / Country
NY

Top Portfolio Positions

683 positions · $1,441,177,314 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
Technology
531,586 $144,516,969 10.03%
NVDA
Nvidia Corp
Technology
415,673 $77,523,014 5.38%
MSFT
Microsoft Corp
Technology
128,224 $62,011,690 4.30%
TSLA
Tesla, Inc.
Consumer Cyclical
136,981 $61,603,095 4.27%
AMZN
Amazon Com Inc
Consumer Cyclical
172,424 $39,798,907 2.76%
SPY
Spdr S&P 500 Etf Trust
44,941 $30,646,166 2.13%
META
Meta Platforms, Inc.
Communication Services
44,341 $29,269,050 2.03%
GOOGL
Alphabet Inc.
Communication Services
87,030 $27,240,390 1.89%
PDI
PIMCO Dynamic Income Fund
Financial Services
1,451,877 $25,712,741 1.78%
CLM
Cornerstone Strategic Investment Fund, Inc.
Financial Services
2,997,808 $25,061,674 1.74%

Portfolio Trend

12 quarters · across all stocks

Holdings in ALDX

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Shares Held

Position Value (USD)

10 of 10 shown
Report Date Value (USD) Shares
2025-12-31 $80,290 15,500
2025-09-30 $344,520 66,000
2025-06-30 $985,459 257,300
2025-03-31 $297,562 51,750
2024-12-31 $1,735,257 347,747
2024-09-30 $2,082,949 386,447
2024-06-30 $1,311,577 396,247
2023-09-30 $70,140 10,500
2023-06-30 $88,095 10,500
2023-03-31 $104,265 10,500