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| Happy Holidays!! thanks for using AUM13F!! |
| PFG Investments LLC
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| CRD # | 116537 |
| SEC # | 801-77166 |
| CIK # | 0001973224 |
| AUM | $1.6 B (2025-07-11) |
| Employees | 132 (94% Investors, 100% Brokers) |
| Phone | 631-845-5100 |
| Address | 125 Froehlich Farm Blvd Woodbury, NY 11797 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 105.9 | ||
| Microsoft Corp | 61.2 | ||
| Nvidia Corp | 61.2 | ||
| Tesla Motors Inc | 42.7 | ||
| Facebook Inc | 36.2 | ||
| Amazon Com Inc | 34.1 | ||
| PIMCO Dynamic Income Fund | 26.2 | ||
| J P Morgan Chase & Co | 19.6 | ||
| Costco Wholesale Corp /NEW | 18.3 | ||
| Johnson & Johnson | 16.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6,155 | 947.7 |
| (b) Individuals (high net worth individuals) | 282 | 655.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.4 |
| (h) Charitable organizations | 5 | 0.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 24 | 16.1 |
| (n) Other | 0 | 0.0 |
| Total | 6,469 | 1,620.5 |
| By Discretionary | ||
| Discretionary | 6,334 | 1,613.3 |
| Non-Discretionary | 135 | 7.2 |
| Total | 6,469 | 1,620.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,620.5 | |
| Total | 6,469 | 1,620.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001973224] |
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|---|---|---|
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Mosaic Family Wealth Partners LLC
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MO | 1.6 |
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Aveo Capital Partners LLC
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CO | 1.6 |
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FL | 1.6 |
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OK | 1.6 |
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GFI Investment Counsel Ltd
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1.6 | |
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IL | 1.6 |
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TX | 1.6 |
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VA | 1.6 |
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NY | 1.6 |