Long-term investor

Pfg Private Wealth Management, LLC @pfgprivatewealthmanageme

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001799957).

Record

  • Tracked since 2025-06-30 (431 days), 360 trades recorded
  • Returns: week n/a · month n/a · 90 days +8.5% · 6 months +10.2% · 1 year +18.3% · all +18.3%
  • Max drawdown -2.1% · Sharpe 1.25 · win rate 3% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 464287200 · 13.2% · long · since 2025-06-30
  • 78464A409 · 10.6% · long · since 2025-06-30
  • 921943858 · 10.5% · long · since 2025-06-30
  • 921946406 · 5.6% · long · since 2025-06-30
  • 46438G653 · 5.5% · long · since 2025-06-30
  • 46436E312 · 5.5% · long · since 2025-06-30
  • 46436E726 · 5.4% · long · since 2025-06-30
  • 46436E486 · 5.2% · long · since 2025-06-30
  • 46436E134 · 5.0% · long · since 2026-06-30
  • 921910840 · 4.7% · long · since 2025-06-30
  • 46435U515 · 3.3% · long · since 2025-06-30
  • 46436E209 · 3.3% · long · since 2026-06-30

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