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PFG Advisors

SEC CIK
0001694435
Latest filing
Jul 16, 2026

Holdings in Q3 2023

Holdings as of Sep 30, 2023, filed Oct 13, 2023. Long positions only; changes compare share counts with Q2 2023.

Institution overview
Positions
594
−76 vs. Q2 2023
Portfolio value
$1.11B
−$199.5M (−15.2%) vs. Q2 2023
Filed
Oct 13, 2023
SEC
Holdings of PFG Advisors in Q3 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock181,391$31.1M2.8%−47,050−20.6%ReducedHistory
Vanguard Morningstar Growth ETF922908736ETF93,434$25.4M2.3%−758−0.8%Reduced–
Invesco QQQ Trust Series I46090E103ETF70,883$25.4M2.3%−5,156−6.8%Reduced–
MSFTMicrosoft CorpStock75,106$23.7M2.1%−62,355−45.4%ReducedHistory
Pacer US Cash Cows 100 ETF69374H881ETF352,565$17.4M1.6%+28,115+8.7%Added–
Vanguard Morningstar Total Stock Market ETF922908769ETF80,511$17.1M1.5%+19,854+32.7%Added–
Schwab US Dividend Equity ETF808524797ETF230,532$16.3M1.5%+6,208+2.8%Added–
Vanguard Dividend Appreciation ETF921908844ETF104,693$16.3M1.5%−28,204−21.2%Reduced–
iShares Core S&P 500 ETF464287200ETF35,912$15.4M1.4%+2,179+6.5%Added–
GLDSPDR Gold TrustETF74,790$12.8M1.2%+1,698+2.3%AddedHistory
Vanguard High Dividend Yield Index ETF921946406ETF117,301$12.1M1.1%+1,944+1.7%Added–
SPYSPDR S&P 500 ETF TrustETF26,252$11.2M1.0%−2,773−9.6%ReducedHistory
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF148,978$11.0M1.0%−28,541−16.1%Reduced–
iShares MSCI USA Quality Factor ETF46432F339ETF81,736$10.8M1.0%+43,616+114.4%Added–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM201,100$10.8M1.0%+8,428+4.4%Added–
iShares Tr46434V613CORE UNIVRSL USD241,336$10.6M0.9%+128,542+114.0%Added–
Vanguard S&P 500 ETF922908363ETF26,757$10.5M0.9%−5,364−16.7%Reduced–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF99,926$9.18M0.8%−5,888−5.6%Reduced–
Fidelity MSCI Information Technology Index ETF316092808ETF73,875$9.08M0.8%+7,595+11.5%Added–
First Trust Rising Dividend Achievers ETF33738R506ETF197,140$9.06M0.8%−11,342−5.4%Reduced–
State Street Health Care Select Sector SPDR ETF81369Y209ETF67,471$8.69M0.8%−13,564−16.7%Reduced–
iShares Tr4642874571 3 YR TREAS BD106,940$8.66M0.8%−7,600−6.6%Reduced–
Pacer FDS Tr69374H717LUNT LRG CP ALTR250,933$8.64M0.8%−24,386−8.9%Reduced–
iShares Core U.S. Aggregate Bond ETF464287226ETF90,961$8.55M0.8%−30,358−25.0%Reduced–
COSTCostco Wholesale CorpStock15,011$8.48M0.8%−6,396−29.9%ReducedHistory
Alps ETF Tr00162Q452ALERIAN MLP199,901$8.44M0.8%+28,041+16.3%Added–
BRK.BBerkshire Hathaway IncStock23,481$8.23M0.7%−8,615−26.8%ReducedHistory
iShares Tr46436E7180-3 MTH TREASURY81,164$8.17M0.7%+72,153+800.7%Added–
WisdomTree Bloomberg US Dollar Bullish Fund97717W471ETF295,812$8.17M0.7%+46,858+18.8%Added–
iShares U S ETF Tr46431W507SHOR DURA BD ETF162,308$8.10M0.7%+22,935+16.5%Added–
State Street Energy Select Sector SPDR ETF81369Y506ETF89,141$8.06M0.7%+14,310+19.1%Added–
iShares Tr464288646ISHS 1-5YR INVS158,718$7.91M0.7%+23,728+17.6%Added–
Vanguard Total Bond Market ETF921937835ETF108,629$7.58M0.7%−11,222−9.4%Reduced–
AMZNAmazon Com IncStock59,066$7.51M0.7%−28,622−32.6%ReducedHistory
Capital Group Growth ETF14020G101SHS CREAT UNIT303,329$7.43M0.7%+31,314+11.5%Added–
NVDANVIDIA CorpStock16,799$7.31M0.7%−4,001−19.2%ReducedHistory
ACNAccenture plcStock22,729$6.98M0.6%−44−0.2%ReducedHistory
Pacer US Small Cap Cash Cows ETF69374H857ETF166,252$6.93M0.6%+10,619+6.8%Added–
GOOGAlphabet Inc.Stock50,590$6.67M0.6%−3,600−6.6%ReducedHistory
State Street Industrial Select Sector SPDR ETF81369Y704ETF64,360$6.52M0.6%+12,888+25.0%Added–
DHRDanaher CorpStock25,880$6.42M0.6%+87+0.3%AddedHistory
iShares Tr464288257MSCI ACWI ETF69,167$6.39M0.6%+14,055+25.5%Added–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF92,435$6.36M0.6%−14,603−13.6%Reduced–
SPDR Series Trust78468R549SP O&G EQP SERV65,529$6.28M0.6%+65,529New–
Schwab U.S. Broad Market ETF808524102ETF125,564$6.26M0.6%−150.0%Reduced–
iShares Tr46435G417CR 5 10 YR ETF145,489$5.99M0.5%+145,489New–
SPDR Series Trust78464A755ST STR SP METAL108,670$5.71M0.5%+108,670New–
Pacer Trendpilot US Large Cap ETF69374H105ETF138,256$5.52M0.5%+20,221+17.1%Added–
VVisa Inc.Stock23,646$5.44M0.5%−4,489−16.0%ReducedHistory
Vanguard Whitehall FDS921946794INTL HIGH ETF87,676$5.43M0.5%+82,307+1,533.0%Added–
Dimensional ETF Trust25434V401US EQUI MARK ETF114,849$5.35M0.5%+8,831+8.3%Added–
Vanguard Mortgage-Backed Securities ETF92206C771ETF120,004$5.25M0.5%+20,570+20.7%Added–
JPMJPMorgan Chase & CoStock35,778$5.19M0.5%−17,922−33.4%ReducedHistory
JNJJohnson & JohnsonStock32,696$5.09M0.5%−23,592−41.9%ReducedHistory
Vanguard Mun BD FDS922907746TAX EXEMPT BD104,205$5.01M0.5%+1,146+1.1%Added–
State Street SPDR Portfolio Long Term Corporate Bond ETF78464A367ETF231,898$4.93M0.4%+231,898New–
FNAParagon 28, Inc.COM385,530$4.84M0.4%00.0%UnchangedHistory
WisdomTree Tr97717Y527FLOATNG RAT TREA94,202$4.74M0.4%−1,844−1.9%Reduced–
UNHUnitedHealth Group IncStock9,270$4.67M0.4%−3,040−24.7%ReducedHistory
HDHome Depot, Inc.Stock15,286$4.62M0.4%−4,269−21.8%ReducedHistory
Dimensional U.S. Core Equity 2 ETF25434V708ETF173,010$4.53M0.4%+6,441+3.9%Added–
Goldman Sachs ETF Tr381430503ACTIVEBETA US LG52,259$4.40M0.4%+12,367+31.0%Added–
Vanguard Morningstar Value ETF922908744ETF31,864$4.40M0.4%−16,664−34.3%Reduced–
Vanguard Consumer Discretionary ETF92204A108ETF16,171$4.36M0.4%−1,326−7.6%Reduced–
AJGArthur J. Gallagher & Co.COM18,611$4.24M0.4%+189+1.0%AddedHistory
RSReliance, Inc.COM16,106$4.22M0.4%−1,653−9.3%ReducedHistory
IDXXIDEXX Laboratories IncCOM9,485$4.15M0.4%−86−0.9%ReducedHistory
WFCWells Fargo & CompanyStock99,963$4.08M0.4%−10,321−9.4%ReducedHistory
PAYXPaychex IncStock34,547$3.98M0.4%−2,383−6.5%ReducedHistory
ABBVAbbVie Inc.Stock26,668$3.98M0.4%−3,074−10.3%ReducedHistory
SPGIS&P Global Inc.Stock10,844$3.96M0.4%−112−1.0%ReducedHistory
iShares Tr4642874407-10 YR TRSY BD43,146$3.95M0.4%+4,120+10.6%Added–
CVXChevron CorpStock23,422$3.95M0.4%−2,806−10.7%ReducedHistory
ANSSAnsys IncCOM13,264$3.95M0.4%+26+0.2%AddedHistory
ROPRoper Technologies IncStock8,111$3.93M0.4%−2,645−24.6%ReducedHistory
Vanguard Morningstar Small-Cap ETF922908751ETF20,321$3.84M0.3%−1,137−5.3%Reduced–
AMGNAmgen IncStock13,975$3.76M0.3%+269+2.0%AddedHistory
UNPUnion Pacific CorpStock18,366$3.74M0.3%−1,147−5.9%ReducedHistory
Litman Gregory FDS Tr53700T827IMGP DBI MAN ETF127,793$3.69M0.3%−7,725−5.7%Reduced–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF72,463$3.64M0.3%−11,109−13.3%Reduced–
ARK Innovation ETF00214Q104ETF90,664$3.60M0.3%−570−0.6%Reduced–
iShares Core S&P Mid-Cap ETF464287507ETF14,265$3.56M0.3%−1,583−10.0%Reduced–
Vanguard Ftse All-World Ex-US Index Fund922042775ETF67,047$3.48M0.3%−4,027−5.7%Reduced–
KLACKLA CorpCOM NEW7,355$3.37M0.3%−95−1.3%ReducedHistory
GOOGLAlphabet Inc.Stock25,657$3.36M0.3%−4,239−14.2%ReducedHistory
SYKStryker CorpStock12,281$3.36M0.3%−49−0.4%ReducedHistory
Fidelity Merrimack STR Tr316188309TOTAL BD ETF76,113$3.32M0.3%+15,866+26.3%Added–
First Tr Exchange-Traded FD33734H106SHS87,837$3.28M0.3%−78,047−47.0%Reduced–
Invesco Exch TRD SLF Idx FD46138J742RAFI STRATGIC US80,200$3.19M0.3%+2,002+2.6%Added–
TSLATesla, Inc.Stock12,755$3.19M0.3%−4,121−24.4%ReducedHistory
CHDChurch & Dwight Co IncCOM34,656$3.18M0.3%−3,220−8.5%ReducedHistory
HONHoneywell International IncCOM17,117$3.16M0.3%−2,264−11.7%ReducedHistory
PGProcter & Gamble CoStock21,584$3.15M0.3%−25,158−53.8%ReducedHistory
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW45,264$3.10M0.3%−5,218−10.3%Reduced–
iShares Tr464288877EAFE VALUE ETF62,218$3.04M0.3%−1,178−1.9%Reduced–
Amplify ETF Tr032108409CWP ENHANCED DIV86,204$2.99M0.3%−1,222−1.4%Reduced–
FSKFS KKR Capital CorpCOM151,429$2.98M0.3%−2,629−1.7%ReducedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF17,844$2.93M0.3%−42,311−70.3%Reduced–
Vanguard S&P 500 Growth ETF921932505ETF11,721$2.89M0.3%−101−0.9%Reduced–
NOCNorthrop Grumman CorpStock6,563$2.89M0.3%+69+1.1%AddedHistory

Sold out since Q2 2023 (110)

Positions held at the end of Q2 2023 that are gone from this filing.

The largest 100 of 110 by value last quarter.

Positions of PFG Advisors sold out since Q2 2023
SecurityClassShares in Q2 2023Value in Q2 2023% of portfolio in Q2 2023History
KMBKimberly Clark CorpStock15,521$2.14M0.2%History
CLXClorox CoStock12,702$2.02M0.2%History
EDConsolidated Edison IncStock19,929$1.80M0.1%History
CLColgate Palmolive CoStock22,771$1.75M0.1%History
SBUXStarbucks CorpStock16,412$1.63M0.1%History
DEODiageo PLCSPON ADR NEW8,658$1.50M0.1%History
Listed FDS Tr53656F623HORI KI INFL ETF47,178$1.44M0.1%–
WELLWelltower Inc.REIT15,885$1.28M0.1%History
ULUnilever PLCSPON ADR NEW24,515$1.28M0.1%History
GISGeneral Mills IncStock14,334$1.10M0.1%History
SOSouthern CoStock15,407$1.08M0.1%History
ADMArcher-Daniels-Midland CoStock13,531$1.02M0.1%History
WPCW. P. Carey Inc.COM14,987$1.01M0.1%History
NSCNorfolk Southern CorpStock4,350$986.4K0.1%History
MPCMarathon Petroleum CorpStock7,325$854.1K0.1%History
DDominion Energy, IncStock14,926$773.0K0.1%History
PLDPrologis, Inc.REIT6,252$766.7K0.1%History
iShares Tr46429B7470-5 YR TIPS ETF7,809$762.2K0.1%–
AVBAvalonbay Communities IncCOM3,689$698.2K0.1%History
AEEAmeren CorpCOM8,141$664.9K0.1%History
Kraneshares Tr500767736QUADRTC INT RT30,804$633.9K<0.1%–
SRESempraStock4,069$592.5K<0.1%History
CWCurtiss Wright CorpStock3,211$589.7K<0.1%History
iShares Tr46435U432IBONDS DEC 2521,642$570.0K<0.1%–
iShares Inc46434G822MSCI JAPAN ETF8,148$504.4K<0.1%–
NFLXNetflix IncStock1,131$498.2K<0.1%History
UUPInvesco DB US Dollar Index Bullish FundBULLISH FD17,539$497.8K<0.1%History
ENBEnbridge IncStock13,358$496.3K<0.1%History
iShares Tr46435U374MSCI JP VALUE17,904$489.9K<0.1%–
AAAUGoldman Sachs Physical Gold ETFUNIT25,704$489.3K<0.1%History
Vanguard Star FDS921909768VG TL INTL STK F8,422$472.3K<0.1%–
First Tr Exchange-Traded FD33733E203NY ARCA BIOTECH2,948$451.4K<0.1%–
FNVFranco Nevada CorpStock3,004$428.4K<0.1%History
NMLNeuberger Energy Infrastructure & Income Fund Inc.COM60,472$416.0K<0.1%History
Vanguard Long-Term Treasury ETF92206C847ETF6,399$406.5K<0.1%–
AMTAmerican Tower CorpREIT2,049$397.4K<0.1%History
Agf Invts Tr00110G408US MARKET NETRL20,855$391.2K<0.1%–
Schwab Strategic Tr808524789FUNDAMENTAL US B6,598$374.4K<0.1%–
GSKGSK plcADR10,441$372.1K<0.1%History
iShares Inc464286178US INTL HGH YLD8,675$368.5K<0.1%–
Invesco Exch Traded FD Tr II46138E198S&P MIDCP LOW6,933$358.8K<0.1%–
KMIKinder Morgan, Inc.Stock20,394$351.2K<0.1%History
State Street Real Estate Select Sector SPDR ETF81369Y860ETF9,315$351.1K<0.1%–
iShares Tr464287382JPX NIKKEI 4005,103$336.8K<0.1%–
SPDR Series Trust78468R101ST SHO TREAS ETF11,505$331.2K<0.1%–
SYYSysco CorpStock4,456$330.6K<0.1%History
iShares Tr464287739U.S. REAL ES ETF3,671$317.7K<0.1%–
ARK ETF Tr00214Q302GENOMIC REV ETF9,306$317.2K<0.1%–
PIMCO Active Bond Exchange-Traded Fund72201R775ETF3,448$315.9K<0.1%–
iShares Tr464289867CORE 60 BALA ETF6,042$310.8K<0.1%–
SPDR Series Trust78468R739ST NUVE TERM ETF6,334$298.0K<0.1%–
NUVNuveen Municipal Value Fund IncCOM33,822$294.3K<0.1%History
ARK Blockchain & Fintech Innovation ETF00214Q708ETF13,945$291.6K<0.1%–
State Street SPDR S&P Homebuilders ETF78464A888ETF3,609$289.8K<0.1%–
ECLEcolab Inc.Stock1,535$286.6K<0.1%History
iShares Tr46435U697IBONDS DEC11,044$284.5K<0.1%–
WisdomTree Tr97717W307US LARGECAP DIVD4,456$283.4K<0.1%–
SPDR Series Trust78468R556SP O&G EXPL PRO2,166$279.0K<0.1%–
Invesco Exchange Traded FD T46137V639AI AND NEXT GEN2,569$276.6K<0.1%–
iShares Tr46432F859CORE 1 5 YR USD5,878$274.1K<0.1%–
VanEck ETF Trust92189H805RARE EARTH AND S3,218$267.6K<0.1%–
PBAPembina Pipeline CorpCOM8,483$266.7K<0.1%History
Invesco Exch Traded FD Tr II46138E594KBW PREM YIELD14,739$264.7K<0.1%–
Vanguard World FD921910873MEGA CAP INDEX1,683$263.3K<0.1%–
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF2,605$259.9K<0.1%–
Vanguard Admiral FDS Inc921932885MIDCP 400 IDX2,919$258.5K<0.1%–
iShares Tr46435U713US INFRASTRUC6,436$251.5K<0.1%–
SFStifel Financial CorpCOM4,176$249.2K<0.1%History
CCICrown Castle Inc.REIT2,176$248.0K<0.1%History
State Street SPDR S&P Semiconductor ETF78464A862ETF1,120$247.9K<0.1%–
Capitol Ser Tr14064D550FAIRLEAD TACTICA10,418$247.7K<0.1%–
iShares Inc464286582MSCI JAPN SMCETF3,527$241.2K<0.1%–
J P Morgan Exchange Traded F46641Q308DIV RTN EM EQT4,756$240.1K<0.1%–
FRFirst Industrial Realty Trust IncCOM4,505$237.1K<0.1%History
CVSCVS Health CorpStock3,397$234.8K<0.1%History
SPDR Series Trust78468R861STATE STRET SPDR12,684$234.1K<0.1%–
First Tr Exchange-Traded FD33738D101NO AMER ENERGY8,649$233.5K<0.1%–
Invesco Exch Traded FD Tr II46138E362S&P500 HDL VOL5,572$230.4K<0.1%–
GNRCGenerac Holdings Inc.Stock1,530$228.2K<0.1%History
Alps Clean Energy ETF00162Q460ETF5,035$227.5K<0.1%–
State Street SPDR S&P Aerospace & Defense ETF78464A631ETF1,871$227.4K<0.1%–
iShares S&P Small-Cap 600 Value ETF464287879ETF2,359$224.3K<0.1%–
AIC3.ai, Inc.Stock5,985$218.0K<0.1%History
TPRTapestry, Inc.COM5,053$216.3K<0.1%History
PRUPrudential Financial IncStock2,448$216.0K<0.1%History
OKEONEOK IncCOM3,473$214.4K<0.1%History
TRVTravelers Companies, Inc.Stock1,233$214.1K<0.1%History
First Tr Exchng Traded FD VI33740U737FT VEST US EQT6,709$209.3K<0.1%–
ELSEquity Lifestyle Properties IncCOM3,105$207.7K<0.1%History
J P Morgan Exchange Traded F46641Q241BETABUILDERS US4,413$203.8K<0.1%–
First Tr Exchng Traded FD VI33740F581FT VEST NAS8,497$203.7K<0.1%–
Kraneshares Tr500767587QUADRATIC DEFLA12,499$203.4K<0.1%–
WMBWilliams Companies, Inc.COM6,220$203.0K<0.1%History
iShares Core High Dividend ETF46429B663ETF2,012$202.8K<0.1%–
J P Morgan Exchange Traded F46641Q373BETABUILDERS I3,683$202.1K<0.1%–
IGIWestern Asset Investment Grade Opportunity Trust Inc.COM11,471$187.2K<0.1%History
IGAVoya Global Advantage & Premium Opportunity FundCOM21,476$183.4K<0.1%History
ASAASA Gold & Precious Metals LtdSHS11,452$170.3K<0.1%History
STEWSRH Total Return Fund, Inc.COM12,550$166.7K<0.1%History
TSITCW Strategic Income Fund IncCOM28,102$130.1K<0.1%History