StockDriftsStockDriftsTop 50 Pfs Investments Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MBB | ISHARES TRUST MBS ETF | 3.06% | 2.01M | $187K | +9.95%(+181.93K) | — | 2023-06-30 | |
| SPDW | SPDR INDEX SHARES FUN | 2.76% | 5.19M | $169K | +7.19%(+348.04K) | — | 2023-06-30 | |
| SPYG | SPDR SERIES TRUST PRT | 2.25% | 2.26M | $138K | +9.40%(+194.38K) | — | 2023-06-30 | |
| QQQM | INVESCO EXCH TRADED F | 2.21% | 892.3K | $136K | +4.86%(+41.38K) | — | 2023-06-30 | |
| IVV | ISHARES TRUST CORE S& | 2.18% | 300.1K | $134K | -25.76%(-104.12K) | — | 2023-06-30 | |
| SPYV | SPDR SERIES TRUST PRT | 2.12% | 3.01M | $130K | -4.97%(-157.30K) | — | 2023-06-30 | |
| QUAL | ISHARES TRUST USA QUA | 1.98% | 900.6K | $121K | +16.06%(+124.64K) | — | 2023-06-30 | |
| SPEM | SPDR INDEX SHARES FUN | 1.88% | 3.34M | $115K | +14.59%(+425.37K) | — | 2023-06-30 | |
| QQQ | INVESCO QQQ TRUST UNI | 1.7% | 281.9K | $104K | -16.06%(-53.95K) | — | 2023-06-30 | |
| OMFL | INVESCO EXCH TRD SLF | 1.43% | 1.79M | $88K | +38.51%(+497.98K) | — | 2023-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Pfs Investments Inc. reports $6.12M in US-listed equity holdings across 512 positions in its most recent 13F filing. Its largest disclosed positions are MBB (3.1%), SPDW (2.8%) and SPYG (2.3%). Figures reflect the Q2 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Pfs Investments Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 354497). View Pfs Investments Inc.’s 13F filings on SEC