PFG Advisors

CIK

1694435

City

Phoenix

State / Country

Stock

Top Portfolio Positions

287 positions · $682,549,864 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
AAPL	Apple Inc. Technology	161,272	$40,929,220	6.00%
QQQ	Invesco Qqq Trust, Series 1	69,419	$40,067,258	5.87%
NVDA	Nvidia Corp Technology	177,063	$30,879,787	4.52%
MSFT	Microsoft Corp Technology	73,084	$27,053,504	3.96%
GLD	Spdr Gold Trust	49,200	$21,170,268	3.10%
COST	Costco Wholesale Corp /New Consumer Defensive	14,481	$14,429,302	2.11%
AMZN	Amazon Com Inc Consumer Cyclical	68,844	$14,338,139	2.10%
SPY	Spdr S&P 500 ETF Trust	21,923	$14,257,403	2.09%
AVGO	Broadcom Inc. Technology	42,770	$13,237,742	1.94%
BRK-B	Berkshire Hathaway Inc Financial Services	24,510	$11,745,192	1.72%

25 quarters · across all stocks

19 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$10,226,034	46,754	+1453.3%	Shares	Sole	2026-05-05
2025-12-31	$618,856	3,010	+3.1%	Shares	Sole	2026-01-27
2025-09-30	$483,114	2,920	+4.0%	Shares	Sole	2025-11-13
2025-06-30	$387,787	2,807	+16.7%	Shares	Sole	2025-08-07
2025-03-31	$311,375	2,405	+0.3%	Shares	Sole	2025-05-06
2024-12-31	$263,190	2,397	-0.5%	Shares	Sole	2025-02-07
2024-09-30	$272,802	2,408	+0.1%	Shares	Sole	2024-10-15
2024-06-30	$247,769	2,406	-9.7%	Shares	Sole	2024-08-08
2024-03-31	$254,412	2,664	-3.4%	Shares	Sole	2024-05-07
2023-12-31	$250,942	2,757	+0.3%	Shares	Sole	2024-01-19
2023-09-30	$231,328	2,749	-1.0%	Shares	Sole	2023-10-13
2023-06-30	$240,845	2,776	+0.8%	Shares	Sole	2023-07-20
2023-03-31	$251,101	2,753	+13.2%	Shares	Sole	2023-04-21
2022-03-31	$233,570	2,431	-3.6%	Shares	Sole	2022-04-19
2021-09-30	$217,965	2,521	-6.2%	Shares	Sole	2021-11-05
2021-06-30	$259,257	2,688	+12.5%	Shares	Sole	2021-07-28
2021-03-31	$221,481	2,390	+5.8%	Shares	Sole	2021-04-27
2020-12-31	$223,627	2,260	+1.5%	Shares	Sole	2021-01-26
2020-09-30	$209,154	2,226	—	Shares	Sole	2020-10-13
No 13F history on record for this holder in this stock.