Advisor Group Holdings, Inc. Incresed Positions in Q1 2025

Advisor Group Holdings, Inc.

  • $42.1 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
5.77M
+ 140.98%
$29.34 - $31.31 $169M - $181M
9.87M $293M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.69M
+ 130.36%
$27.01 - $28.54 $154M - $162M
10M $281M
SCHG
Schwab Strategic Tr Us Large C

ETFs
7.26M
+ 69.73%
$24.91 - $29.02 $181M - $211M
17.7M $442M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
119K
+ 14.57%
$442.66 - $534.52 $52.7M - $63.6M
936K $498M
SPY
Spdr S&P 500 ETF Trust

ETFs
267K
+ 31.39%
$551.42 - $612.93 $147M - $164M
1.12M $625M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
868K
+ 92.88%
$100.34 - $100.68 $87.1M - $87.4M
1.8M $181M
VTI
Vanguard Total Stock Market Et

ETFs
359K
+ 27.66%
$271.18 - $303.12 $97.4M - $109M
1.66M $456M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
1.45M
+ 118.15%
$50.48 - $51.04 $73.3M - $74.1M
2.68M $136M
GLD
Spdr Gold Trust

ETFs
162K
+ 28.74%
$243.19 - $288.14 $39.3M - $46.6M
724K $209M
BOND
Pimco Active Bond Exchange Tra

ETFs
762K
+ 82.66%
$89.27 - $92.9 $68M - $70.8M
1.68M $156M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.26M
+ 25.68%
$56.17 - $59.71 $70.7M - $75.2M
6.16M $352M
CGDV
Capital Group Divid Value ETF

ETFs
1.85M
+ 47.06%
$34.95 - $37.36 $64.8M - $69.3M
5.79M $206M
JPIE
J P Morgan Exchange Traded Fd
1.4M
+ 655.33%
$45.46 - $46.18 $63.5M - $64.5M
1.61M $74.2M
CGGR
Capital Group Growth ETF Shs C

ETFs
1.95M
+ 87.21%
$33.98 - $39.84 $66.1M - $77.5M
4.18M $143M
QQQ
Invesco Qqq Trust, Series 1

ETFs
249K
+ 18.21%
$468.34 - $539.52 $117M - $134M
1.62M $758M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.85M
+ 86.86%
$32.42 - $36.13 $60.1M - $66.9M
3.99M $131M
IWP
Ishares Russell Mid Cap Growth

ETFs
507K
+ 108.66%
$114.9 - $139.6 $58.3M - $70.8M
974K $114M
RWL
Invesco Exchange Traded Fd Tr

ETFs
525K
+ 173.08%
$96.9 - $104.39 $50.8M - $54.8M
828K $82.2M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
323K
+ 55.52%
$192.82 - $222.1 $62.2M - $71.7M
904K $174M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
480K
+ 50.51%
$87.68 - $94.52 $42.1M - $45.3M
1.43M $134M
VONG
Vanguard Russell 1000 Growth E

ETFs
569K
+ 125.77%
$92.71 - $107.38 $52.7M - $61.1M
1.02M $94.8M
VGSH
Vanguard

ETFs
798K
+ 193.83%
$58.07 - $58.69 $46.3M - $46.8M
1.21M $71M
IAU
Ishares Gold Trust

ETFs
674K
+ 103.99%
$49.74 - $58.96 $33.5M - $39.7M
1.32M $77.9M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
437K
+ 35.58%
$95.85 - $99.25 $41.9M - $43.3M
1.66M $165M
FVD
First Tr Value Line Divid Inde

ETFs
948K
+ 58.46%
$42.61 - $45.51 $40.4M - $43.1M
2.57M $115M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
677K
+ 40.96%
$65.27 - $71.18 $44.2M - $48.2M
2.33M $155M
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.44M
+ 14.23%
$25.77 - $27.6 $37.1M - $39.7M
11.6M $307M
RDVY
First Trust Rising Dividend Ac

ETFs
760K
+ 33.43%
$57.22 - $63.39 $43.5M - $48.2M
3.03M $178M
ITOT
Ishares Core S&P Total U.S. St

ETFs
426K
+ 29.41%
$120.29 - $134.6 $51.3M - $57.4M
1.88M $229M
PLTR
Palantir Technologies Inc.

Technology
388K
+ 40.58%
$64.98 - $124.62 $25.2M - $48.3M
1.34M $113M
CGGO
Capital Group Global Growth Eq

ETFs
1.49M
+ 61.23%
$28.33 - $30.84 $42.3M - $46M
3.93M $111M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
298K
+ 39.85%
$126.11 - $135.06 $37.6M - $40.3M
1.05M $135M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
966K
+ 42.14%
$51.45 - $58.51 $49.7M - $56.5M
3.26M $169M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
90.6K
+ 58.86%
$408.78 - $448.82 $37M - $40.7M
244K $103M
VIG
Vanguard Dividend Appreciation

ETFs
181K
+ 14.33%
N/A
1.45M $264M
XOM
Exxon Mobil Corp

Energy
129K
+ 8.34%
$105.44 - $118.93 $13.5M - $15.3M
1.67M $199M
JCPB
J P Morgan Exchange Traded Fd

ETFs
674K
+ 61.73%
$45.56 - $47.23 $30.7M - $31.8M
1.77M $83.1M
XSMO
Invesco S&P Smallcap Momentum

ETFs
566K
+ 53.97%
$59.97 - $70.03 $33.9M - $39.6M
1.61M $101M
USFR
Wisdomtree Floating Rate Treas

ETFs
634K
+ 53.85%
$50.29 - $50.5 $31.9M - $32M
1.81M $91.2M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
629K
+ 19.33%
$49.78 - $53.19 $31.3M - $33.5M
3.88M $198M
VEU
Vanguard Ftse All World Ex Us

ETFs
504K
+ 138.04%
$56.51 - $62.98 $28.5M - $31.8M
869K $52.7M
IBM
International Business Machines Corp

Technology
90.8K
+ 29.23%
$217.4 - $264.74 $19.7M - $24M
401K $99.8M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
394K
+ 31.69%
$58.01 - $64.46 $22.9M - $25.4M
1.64M $102M
XLC
Select Sector Spdr Tr Communic

ETFs
295K
+ 137.12%
$94.84 - $105.31 $28M - $31M
510K $49.2M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
595K
+ 31.94%
$57.21 - $65.8 $34.1M - $39.2M
2.46M $144M
ABBV
Abb Vie Inc.

Healthcare
54.8K
+ 11.04%
$169.2 - $216.66 $9.27M - $11.9M
551K $115M
PM
Philip Morris International Inc.

Consumer Defensive
70.5K
+ 17.04%
$117.15 - $158.79 $8.26M - $11.2M
484K $76.8M
VONV
Vanguard Russell 1000 Value Et

ETFs
318K
+ 177.98%
$80.21 - $86.14 $25.5M - $27.4M
497K $41M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
424K
+ 1003.54%
$56.44 - $64.13 $23.9M - $27.2M
467K $28.7M
Activity Summary
Buys All Purchases 4365 New Holdings 727 Increased Positions 3638 Sells All Sells 2657 Reductions 2657 Sold out 0 Options Calls 114 Puts 15
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