Advisor Group Holdings, Inc. Incresed Positions in Q2 2025

Advisor Group Holdings, Inc.

  • $52.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
1.04M
+ 20.54%
$172.42 - $223.89 $179M - $233M
6.1M $1.25B
SPY
Spdr S&P 500 ETF Trust

ETFs
306K
+ 32.51%
$496.48 - $617.85 $152M - $189M
1.25M $770M
MSFT
Microsoft Corp

Technology
299K
+ 16.28%
$354.56 - $497.45 $106M - $149M
2.14M $1.06B
SCHG
Schwab Strategic Tr Us Large C

ETFs
4.87M
+ 34.91%
$22.27 - $29.21 $109M - $142M
18.8M $550M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.28M
+ 124.34%
$100.35 - $100.71 $129M - $129M
2.31M $233M
NVDA
Nvidia Corp

Technology
805K
+ 10.87%
$94.31 - $157.99 $75.9M - $127M
8.2M $1.3B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
212K
+ 20.23%
$456.74 - $568.03 $96.7M - $120M
1.26M $715M
CGDV
Capital Group Divid Value ETF

ETFs
2.81M
+ 72.29%
$31.93 - $39.49 $89.9M - $111M
6.71M $265M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
225K
+ 27.94%
$483.48 - $539.8 $109M - $122M
1.03M $501M
IVV
Ishares Core S&P 500 ETF

ETFs
165K
+ 10.61%
$498.8 - $620.9 $82.4M - $103M
1.72M $1.07B
QQQ
Invesco Qqq Trust, Series 1

ETFs
171K
+ 11.74%
$416.06 - $551.64 $71.1M - $94.3M
1.63M $897M
CGGR
Capital Group Growth ETF Shs C

ETFs
2.13M
+ 76.38%
$30.53 - $40.65 $65M - $86.6M
4.92M $200M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
2.21M
+ 209.6%
$29.12 - $35.84 $64.4M - $79.2M
3.26M $117M
RSP
Invesco S&P 500 Equal Weight E

ETFs
411K
+ 59.08%
$152.93 - $181.74 $62.9M - $74.7M
1.11M $201M
IWF
Ishares Russell 1000 Gr ETF

ETFs
176K
+ 31.93%
$320.42 - $424.58 $56.3M - $74.6M
726K $308M
RWL
Invesco Exchange Traded Fd Tr

ETFs
708K
+ 132.02%
$89.02 - $104.29 $63M - $73.8M
1.24M $130M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
1.51M
+ 55.8%
$44.68 - $45.96 $67.3M - $69.2M
4.2M $192M
VEA
Vanguard Ftse Developed Market

ETFs
1.12M
+ 36.26%
$45.65 - $57.01 $51.1M - $63.9M
4.21M $240M
VTV
Vanguard Value ETF

ETFs
361K
+ 20.13%
$153.67 - $176.74 $55.5M - $63.8M
2.16M $381M
VIG
Vanguard Dividend Appreciation

ETFs
334K
+ 26.41%
N/A
1.6M $291M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
639K
+ 30.98%
$91.43 - $91.74 $58.4M - $58.6M
2.7M $248M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.18M
+ 24.05%
$24.32 - $27.87 $53.1M - $60.9M
11.3M $299M
META
Meta Platforms, Inc.

Communication Services
76.9K
+ 14.77%
$484.66 - $738.09 $37.3M - $56.7M
597K $441M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
242K
+ 30.59%
$171.4 - $227.1 $41.4M - $54.9M
1.03M $234M
CGGO
Capital Group Global Growth Eq

ETFs
1.68M
+ 62.51%
$25.31 - $32.17 $42.5M - $54M
4.37M $140M
VO
Vanguard Mid Cap ETF

ETFs
188K
+ 37.86%
$228.54 - $279.83 $43.1M - $52.7M
686K $192M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
707K
+ 33.92%
$59.24 - $71.39 $41.9M - $50.5M
2.79M $199M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
950K
+ 50.88%
$49.79 - $50.75 $47.3M - $48.2M
2.82M $143M
VTI
Vanguard Total Stock Market Et

ETFs
157K
+ 11.83%
$243.75 - $303.93 $38.3M - $47.7M
1.48M $451M
GOOGL
Alphabet Inc.

Communication Services
270K
+ 18.62%
$144.7 - $178.6 $39M - $48.2M
1.72M $303M
IAU
Ishares Gold Trust

ETFs
758K
+ 67.83%
$56.1 - $64.74 $42.5M - $49.1M
1.88M $117M
JEPI
J P Morgan Exchange Traded Fd

ETFs
814K
+ 14.98%
$51.14 - $57.0 $41.6M - $46.4M
6.25M $355M
GOOG
Alphabet Inc.

Communication Services
250K
+ 22.6%
$146.58 - $180.01 $36.6M - $45M
1.36M $241M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
806K
+ 28.96%
$45.88 - $54.4 $37M - $43.9M
3.59M $195M
VUG
Vanguard Growth ETF

ETFs
99.2K
+ 12.02%
$329.49 - $438.4 $32.7M - $43.5M
925K $405M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
793K
+ 32.63%
$43.53 - $54.46 $34.5M - $43.2M
3.22M $176M
IEMG
Ishares Inc

ETFs
802K
+ 36.38%
N/A
3.01M $161M
JPM
Jpmorgan Chase & CO

Financial Services
146K
+ 17.3%
$210.28 - $289.91 $30.6M - $42.2M
987K $286M
VB
Vanguard Small Cap ETF

ETFs
178K
+ 31.67%
$193.73 - $237.37 $34.5M - $42.2M
739K $175M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
824K
+ 42.81%
$50.36 - $50.68 $41.5M - $41.8M
2.75M $139M
SPYG
Spdr Portfolio

ETFs
419K
+ 20.33%
$71.83 - $95.32 $30.1M - $39.9M
2.48M $236M
COST
Costco Wholesale Corp

Consumer Defensive
38.5K
+ 21.53%
$908.13 - $1056.85 $35M - $40.7M
217K $215M
PG
Procter & Gamble CO

Consumer Defensive
222K
+ 30.19%
$157.66 - $172.39 $35M - $38.2M
956K $152M
LRGF
Ishares Tr

ETFs
546K
+ 1494.12%
$51.37 - $64.13 $28.1M - $35M
583K $37.4M
AVGO
Broadcom Inc.

Technology
127K
+ 11.69%
$146.29 - $275.65 $18.6M - $35M
1.21M $334M
LLY
Eli Lilly & CO

Healthcare
44.4K
+ 20.87%
$713.71 - $898.95 $31.7M - $39.9M
257K $200M
FDVV
Fidelity High Dividend ETF

ETFs
639K
+ 130.57%
$43.6 - $52.02 $27.8M - $33.2M
1.13M $58.7M
HEFA
Ishares Currency Hedged Msci E

ETFs
862K
+ 179.35%
$32.11 - $38.21 $27.7M - $33M
1.34M $51M
FNDX
Schwab Fundamental U S Large C

ETFs
1.3M
+ 228.86%
$20.84 - $24.54 $27.1M - $31.9M
1.87M $45.8M
Activity Summary
Buys All Purchases 5231 New Holdings 593 Increased Positions 4638 Sells All Sells 1609 Reductions 1609 Sold out 0 Options Calls 89 Puts 17
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