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Pfs Investments Inc.

Portfolio Manager
Pfs Investments Inc.
Performance
0% (N/A)
AUM (13F)
$6.12M
# of Holdings
512
Performance Rank
N/A
Allocation (Top 20)
N/A

Pfs Investments Inc. Holdings Map

Top 50 Pfs Investments Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
MBB
ISHARES TRUST MBS ETF
3.06%2.01M$187K
+9.95%(+181.93K)
2022-Q3: 1.00M shares2022-Q4: 1.51M shares2023-Q1: 1.83M shares2023-Q2: 2.01M shares2023-06-30
SPDW
SPDR INDEX SHARES FUN
2.76%5.19M$169K
+7.19%(+348.04K)
2022-Q3: 1.56M shares2022-Q4: 2.38M shares2023-Q1: 4.84M shares2023-Q2: 5.19M shares2023-06-30
SPYG
SPDR SERIES TRUST PRT
2.25%2.26M$138K
+9.40%(+194.38K)
2022-Q3: 1.10M shares2022-Q4: 1.56M shares2023-Q1: 2.07M shares2023-Q2: 2.26M shares2023-06-30
QQQM
INVESCO EXCH TRADED F
2.21%892.3K$136K
+4.86%(+41.38K)
2022-Q3: 1.07M shares2022-Q4: 1.13M shares2023-Q1: 851.0K shares2023-Q2: 892.3K shares2023-06-30
IVV
ISHARES TRUST CORE S&
2.18%300.1K$134K
-25.76%(-104.12K)
2022-Q3: 350.5K shares2022-Q4: 351.2K shares2023-Q1: 404.2K shares2023-Q2: 300.1K shares2023-06-30
SPYV
SPDR SERIES TRUST PRT
2.12%3.01M$130K
-4.97%(-157.30K)
2022-Q3: 1.19M shares2022-Q4: 2.33M shares2023-Q1: 3.17M shares2023-Q2: 3.01M shares2023-06-30
QUAL
ISHARES TRUST USA QUA
1.98%900.6K$121K
+16.06%(+124.64K)
2022-Q3: 534.2K shares2022-Q4: 587.5K shares2023-Q1: 775.9K shares2023-Q2: 900.6K shares2023-06-30
SPEM
SPDR INDEX SHARES FUN
1.88%3.34M$115K
+14.59%(+425.37K)
2022-Q3: 692.7K shares2022-Q4: 969.4K shares2023-Q1: 2.91M shares2023-Q2: 3.34M shares2023-06-30
QQQ
INVESCO QQQ TRUST UNI
1.7%281.9K$104K
-16.06%(-53.95K)
2022-Q4: 86.6K shares2023-Q1: 335.9K shares2023-Q2: 281.9K shares2023-06-30
OMFL
INVESCO EXCH TRD SLF
1.43%1.79M$88K
+38.51%(+497.98K)
2022-Q3: 1.52M shares2022-Q4: 1.55M shares2023-Q1: 1.29M shares2023-Q2: 1.79M shares2023-06-30

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