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  Name: PFG Private Wealth Management LLC
  City: Lutz
  State: FL
  Zip: 33548
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $158,928,000
  Total Value Change : $10,364,000
  Securities Held Change : -9
   
All Securities Held : 225
  New Positions : 7
  Closed Positions : 17
  Increased Positions : 40
  Unchanged Positions : 128
  Decreased Positions : 50

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Holdings Found : 17     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (MDT)1 Year Chart         MDT Medtronic Plc 198 Closed $84.30 $0 0 0% -11,000 -130 0.001    Medical Appliances & ...
   (EQIX)1 Year Chart         EQIX Equinix Inc 217 Closed $789.82 $0 0 0% -2,000 -2 0    Telecom Services - Do...
   (APD)1 Year Chart         APD Air Products & Chemicals Inc 233 Closed $248.56 $0 0 0% -10,000 -37 0    Diversified Chemicals
   (KLG)1 Year Chart         KLG Wk Kellogg Co 211 Closed $21.13 $0 0 0% 0 -27 0    N/A
   (DVN)1 Year Chart         DVN Devon Energy Corp 232 Closed $49.83 $0 0 0% -10,000 -214 0    Independent Oil & Gas
   (HON)1 Year Chart         HON Honeywell International Inc 202 Closed $203.21 $0 0 0% -135,000 -646 0    Conglomerates
   (JCI)1 Year Chart         JCI Johnson Controls Internatio... 229 Closed $66.88 $0 0 0% -10,000 -174 0    Conglomerates
   (DRI)1 Year Chart         DRI Darden Restaurants Inc 237 Closed $148.94 $0 0 0% -11,000 -65 0    Restaurants
   (IWD)1 Year Chart         IWD iShares Russell 1000 Value 201 Closed $177.42 $0 0 0% -11,000 -64 0    Closed - End Fund - E...
   (IVW)1 Year Chart         IVW ishares tr S&P 500 BARRA GR 228 Closed $85.26 $0 0 0% -5,000 -63 0    Closed - End Fund - E...
   (VONV)1 Year Chart         VONV Vanguard Russell 1000 Value... 236 Closed $77.92 $0 0 0% 0 -2 0    N/A
   (VOOV)1 Year Chart         VOOV Vanguard S&P 500 Value Etf 200 Closed $178.50 $0 0 0% -53,000 -318 0    N/A
   (EWRE)1 Year Chart         EWRE Invesco S&P 500 Equal Weigh... 227 Closed $32.48 $0 0 0% 0 -6 0    N/A
   (IYW)1 Year Chart         IYW iShares Trust DJ US Sector 235 Closed $135.65 $0 0 0% -1,000 -5 0    Closed - End Fund - E...
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 199 Closed $151.38 $0 0 0% -10,000 -61 0    Drug Manufacturers - ...
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 222 Closed $259.45 $0 0 0% -6,000 -27 0    Closed - End Fund - E...
   (CME)1 Year Chart         CME CME Group Inc 234 Closed $210.80 $0 0 0% -11,000 -52 0    Business Services
      17 Records Found
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Page 1 of 1
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