PFG Private Wealth Management, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 6, 2025
Value $
$176M
Signature - Title
Christina Duncan - Compliance Consultant
Location
Lutz, FL
Summary
This page shows a list of all the recent 13F filings made by PFG Private Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. PFG Private Wealth Management, LLC reported 239 stock holdings with total value $176M as of Q4 2024. Top holdings included IVV, SPYG, IBDS, IBDR, and VEA.
Holdings Value