SEC 13F Intelligence

Managers / Q4 2023 · view latest →

PFS Partners, LLC

CIK 0002002654 · 350 US HIGHWAY 46, MINE HILL, NJ, 07803 · 973-927-6300

Reported Value
$146M
Q4 2023
Positions
476
Filings on Record
18
2019–present window
Filed
Jan 29, 2024
original filing

Summary

Pfs Partners, LLC reported $146M in U.S.-listed holdings across 476 positions for Q4 2023.

Its largest position, Ishares Tr, represents 8.6% of the portfolio.

Portfolio Metrics

Top-10 Concentration
+58.7%
share of reported value
Largest Position
+8.6%
Ishares Tr

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’23: $146MQ4 ’23Q1 ’24: $151MQ2 ’24: $161MQ2 ’24Q3 ’24: $177MQ4 ’24: $187MQ4 ’24Q1 ’25: $189MQ2 ’25: $199MQ2 ’25Q3 ’25: $210MQ4 ’25: $219MQ4 ’25Q1 ’26: $218Mfilingsflow.com

Portfolio Composition

By security type
ETP: 79.5%Common Stock: 18.0%Other: 1.0%Closed-End Fund: 0.7%REIT: 0.4%Other: 0.3%
  • ETP · 79.5% · $116M
  • Common Stock · 18.0% · $26M
  • Other · 1.0% · $1M
  • Closed-End Fund · 0.7% · $1M
  • REIT · 0.4% · $590,783
  • Other · 0.3% · $501,613

Quarter-over-Quarter Changes full breakdown →

IssuerMoveShare ΔShares nowValue ΔValue now
ISHARES TRNEW+233.8K233.8K+$13M$13M
INNOVATOR ETFS TRNEW+414.2K414.2K+$12M$12M
FIRST TR EXCH TRADED FD IIINEW+567.5K567.5K+$11M$11M
FIRST TR EXCHNG TRADED FD VINEW+305.7K305.7K+$10M$10M
INNOVATOR ETFS TRNEW+265.2K265.2K+$9M$9M
FIRST TR EXCHANGE-TRADED FDNEW+152.5K152.5K+$7M$7M
INVESCO EXCH TRADED FD TR IINEW+120.2K120.2K+$6M$6M
GOLDMAN SACHS ETF TRNEW+60.7K60.7K+$6M$6M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2023

38 positions
#IssuerClass% PortfolioValueShares
1ISHARES TRCORE DIV GRWTH · MRGSTR MD CP GRW · TRS FLT RT BD · CORE S&P500 ETF · CORE 1 5 YR USD20.06%$29M449.1K
2KJULINNOVATOR ETFS TRUS SML CP PWR ET · US SML CP PWR B18.01%$26M870.1K
3FIRST TR EXCH TRADED FD IIISHRT DUR MNG MUN · PFD SECS INC ETF11.53%$17M896.8K
4FIRST TR EXCHANGE-TRADED FDFST LOW OPPT EFT · FT CBOE VEST S&P · FIRST TR ENH NEW8.10%$12M238.6K
5FIRST TR EXCHNG TRADED FD VIFT CBOE VEST US · FT EQ ENH & MODE7.46%$11M331.1K
6INVESCO EXCH TRADED FD TR IIS&P MIDCP LOW4.37%$6M120.2K
7GOLDMAN SACHS ETF TRACTIVEBETA US LG3.90%$6M60.7K
8XLFSELECT SECTOR SPDR TRhistory →FINANCIAL3.67%$5M142.8K
9HEIHEICO CORP NEWCOM · CL A2.55%$4M23.5K
10EXMOCEXXON MOBIL CORPhistory →COM1.28%$2M18.7K
11GSHDGOOSEHEAD INS INChistory →COM CL A1.21%$2M23.3K
12AAPLAPPLE INChistory →COM1.19%$2M9.1K
13HONGBPHONEYWELL INTL INChistory →COM1.13%$2M7.9K
14CHUBB LIMITEDCOM0.72%$1M4.7K
15MARMARRIOTT INTL INC NEWCL A0.50%$734,8753.3K
16NDQINVESCO QQQ TRUNIT SER 10.49%$711,0421.7K
17MSFTMICROSOFT CORPCOM0.45%$656,8501.7K
18BACVERIZON COMMUNICATIONS INCCOM0.39%$563,99315.0K
19MUMICRON TECHNOLOGY INCCOM0.39%$563,5506.6K
20TAT&T INCCOM0.35%$504,79030.1K
21BNY MELLON STRATEGIC MUN BDCOM0.33%$478,49883.8K
22FIRST BK WILLIAMSTOWN NEW JECOM0.32%$472,73032.2K
23HDHOME DEPOT INCCOM0.31%$454,2281.3K
24MRKMERCK & CO INCCOM0.27%$394,1283.6K
25GENERAL ELECTRIC COCOM NEW0.24%$348,1612.7K
26DINOHF SINCLAIR CORPCOM0.23%$331,3476.0K
27MID-AMER APT CMNTYS INCCOM0.22%$322,7042.4K
28SHELSHELL PLCSPON ADS0.22%$320,9734.9K
29UPSUNITED PARCEL SERVICE INCCL B0.21%$308,7762.0K
30MRSHMARSH & MCLENNAN COS INCCOM0.19%$271,6981.4K
31EATON VANCE MUN BD FDCOM0.18%$268,44526.5K
32CSCOCISCO SYS INCCOM0.18%$257,5045.1K
33BRK/BBERKSHIRE HATHAWAY INC DELCL B NEW0.18%$256,082718
34IBMINTERNATIONAL BUSINESS MACHSCOM0.17%$247,4461.5K
35AMZNAMAZON COM INCCOM0.17%$242,8011.6K
36LLYELI LILLY & COCOM0.16%$233,226400
37CHVCHEVRON CORP NEWCOM0.15%$221,2111.5K
38HESHESS CORPCOM0.15%$220,2441.5K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$218M590Apr 9, 202613F-HRchanges · EDGAR ↗
Q4 2025$219M591Jan 16, 202613F-HRchanges · EDGAR ↗
Q3 2025$210M561Oct 16, 202513F-HRchanges · EDGAR ↗
Q2 2025$199M506Jul 16, 202513F-HRchanges · EDGAR ↗
Q1 2025$189M440Apr 14, 202513F-HRchanges · EDGAR ↗
Q4 2024$187M445Jan 27, 202513F-HRchanges · EDGAR ↗
Q3 2024$177M448Nov 1, 202413F-HRchanges · EDGAR ↗
Q2 2024$161M439Jul 25, 202413F-HRchanges · EDGAR ↗
Q1 2024$151M472Apr 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$146M476Jan 29, 202413F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.