Top 50 PFG Investments, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 6.24% | 527.6K | $133.9M | -0.76%(-4.02K) | $171.22(+74.55%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.41% | 420.1K | $73.3M | +1.06%(+4.41K) | $57.11(+295.42%) | 2026-03-31 | |
| TSLA | TESLA INC | 2.37% | 137.0K | $50.9M | +0.04%(+55) | $201.09(+121.43%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.31% | 134.2K | $49.7M | +4.64%(+5.95K) | $367.37(+10.30%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 2.17% | 920.3K | $46.6M | -2.13%(-20.07K) | $50.61(-0.18%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.72% | 176.9K | $36.8M | +2.59%(+4.46K) | $150.50(+79.48%) | 2026-03-31 | |
| CLM | CORNERSTONE STRATEGIC INVEST | 1.4% | 4.12M | $30.0M | +37.53%(+1.13M) | $8.17(-4.58%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.38% | 45.5K | $29.6M | +1.14%(+511) | $500.75(+48.24%) | 2026-03-31 | |
| XLK | SELECT SECTOR SPDR TR | 1.26% | 203.7K | $27.1M | +19.41%(+33.12K) | $105.50(+67.62%) | 2026-03-31 | |
| PDI | PIMCO DYNAMIC INCOME FD | 1.22% | 1.53M | $26.1M | +5.05%(+73.36K) | $18.76(-8.76%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.70% | +67.24% |
| Top 20 Holdings Unweighted | +20.77% | +76.16% |
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