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
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
319K
+ 231.08%
$76.77 - $82.22 $24.5M - $26.3M
458K $36.3M
FDVV
Fidelity High Dividend ETF

ETFs
509K
+ 78.06%
$48.86 - $52.28 $24.9M - $26.6M
1.16M $57.5M
XLE
Energy Sector Spdr

ETFs
204K
+ 27.43%
$85.7 - $93.96 $17.5M - $19.2M
950K $88.7M
VO
Vanguard Mid Cap ETF

ETFs
107K
+ 18.61%
$251.87 - $277.95 $27M - $29.8M
683K $177M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
533K
+ 62.27%
$42.4 - $44.11 $22.6M - $23.5M
1.39M $60.9M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
370K
+ 278.17%
$67.24 - $84.27 $24.9M - $31.2M
503K $34.3M
FLGV
Franklin Templeton ETF Trfrank

ETFs
1.16M
+ 29697.9%
$19.92 - $20.57 $23.1M - $23.9M
1.16M $24M
XLF
Financial Sector Spdr

ETFs
432K
+ 28.25%
$47.32 - $52.19 $20.4M - $22.6M
1.96M $97.7M
AAPL
Apple Inc.

Technology
772K
+ 14.76%
$209.68 - $247.1 $162M - $191M
6M $1.33B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
417K
+ 82.22%
$55.41 - $60.74 $23.1M - $25.3M
924K $52.2M
CRWD
Crowd Strike Holdings, Inc.

Technology
60.2K
+ 50.2%
$308.86 - $455.36 $18.6M - $27.4M
180K $63.5M
FNDX
Schwab Fundamental U S Large C

ETFs
952K
+ 68.12%
$23.03 - $25.01 $21.9M - $23.8M
2.35M $55.5M
UBER
Uber Technologies, Inc

Technology
248K
+ 73.83%
$63.17 - $81.49 $15.7M - $20.2M
585K $42.6M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
663K
+ 357.92%
$26.05 - $30.88 $17.3M - $20.5M
849K $26.2M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
1.46M
+ 81.07%
$16.57 - $18.85 $24.1M - $27.4M
3.25M $54.1M
PANW
Palo Alto Networks Inc

Technology
134K
+ 90.86%
$167.82 - $208.28 $22.5M - $27.9M
282K $48M
T
At&T Inc.

Communication Services
269K
+ 11.06%
$21.56 - $28.28 $5.8M - $7.61M
2.7M $76.4M
VTV
Vanguard Value ETF

ETFs
86.1K
+ 4.93%
$167.73 - $179.21 $14.4M - $15.4M
1.83M $316M
ICSH
Blackrock Ultra Short Term Bon

ETFs
405K
+ 182.91%
$50.44 - $50.7 $20.4M - $20.5M
626K $31.8M
DFAI
Dimensional ETF Tr

ETFs
641K
+ 262.62%
$28.88 - $32.4 $18.5M - $20.8M
885K $27.6M
JNJ
Johnson & Johnson

Healthcare
50.5K
+ 9.0%
$142.06 - $167.7 $7.17M - $8.46M
611K $101M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
196K
+ 492.5%
$100.56 - $108.28 $19.7M - $21.2M
236K $24.3M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
899K
+ 52.46%
$18.36 - $20.51 $16.5M - $18.4M
2.61M $51.7M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
382K
+ 193.97%
$48.13 - $51.78 $18.4M - $19.8M
579K $29.5M
CGCP
Capital Group Core Plus Income

ETFs
871K
+ 74.79%
$21.94 - $22.64 $19.1M - $19.7M
2.04M $45.7M
FNDF
Schwab Fundamental Intl Large

ETFs
469K
+ 47.56%
$32.9 - $37.45 $15.4M - $17.6M
1.46M $52.6M
RTX
Raytheon Technologies Corp

Industrials
105K
+ 31.18%
$114.1 - $135.66 $11.9M - $14.2M
441K $58.3M
SPMD
Spdr Portfolio

ETFs
445K
+ 45.75%
$50.21 - $57.73 $22.3M - $25.7M
1.42M $72.5M
BRK-A
Berkshire Hathaway Inc

Financial Services
20
+ 71.43%
$663000.0 - $801950.0 $13.3M - $16M
48 $38.3M
GE
General Electric CO

Industrials
61.4K
+ 31.98%
$168.59 - $212.13 $10.4M - $13M
254K $50.7M
IWV
Ishares Russell 3000 ETF

ETFs
61.8K
+ 104.3%
$313.1 - $349.83 $19.3M - $21.6M
121K $38.4M
AVUV
American Centy ETF Tr Avantis

ETFs
327K
+ 30.74%
$84.95 - $100.62 $27.7M - $32.9M
1.39M $121M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
80.1K
+ 8.71%
$507.05 - $563.67 $40.6M - $45.2M
1M $514M
ARCC
Ares Capital Corp

Financial Services
796K
+ 75.2%
$21.28 - $23.81 $16.9M - $19M
1.85M $41.1M
IWD
Ishares Russell 1000 Val ETF

ETFs
89K
+ 23.82%
$182.82 - $196.21 $16.3M - $17.5M
463K $87.1M
XLI
Industrial Sector Spdr

ETFs
137K
+ 45.35%
$128.78 - $141.67 $17.7M - $19.4M
440K $57.6M
BALT
Innovator Etfs Tr
558K
+ 45.83%
$31.31 - $31.89 $17.5M - $17.8M
1.78M $55.7M
WMT
Walmart Inc.

Consumer Defensive
235K
+ 18.06%
$84.5 - $105.05 $19.9M - $24.7M
1.54M $135M
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
669K
+ 260.12%
$26.06 - $28.54 $17.4M - $19.1M
926K $24.2M
MDT
Medtronic PLC

Healthcare
158K
+ 56.03%
$79.84 - $94.5 $12.6M - $14.9M
440K $39.5M
EFA
Ishares Tr Msci Eafe ETF

ETFs
152K
+ 23.07%
$74.85 - $84.89 $11.4M - $12.9M
812K $66.4M
FNDE
Schwab Fundamental Emerging Mk

ETFs
512K
+ 129.5%
$28.11 - $32.0 $14.4M - $16.4M
907K $27.9M
IDEV
Ishares Core Msci Intl Develop

ETFs
227K
+ 183.71%
$63.77 - $71.36 $14.5M - $16.2M
351K $24.2M
PG
Procter & Gamble CO

Consumer Defensive
83.6K
+ 11.92%
$158.56 - $176.26 $13.3M - $14.7M
785K $134M
POCT
Innovator U.S. Equity Power Bu

ETFs
419K
+ 125.92%
$38.53 - $40.49 $16.2M - $17M
753K $29.2M
FPE
First Tr Pfd Secs & Income ETF

ETFs
917K
+ 66.56%
$17.53 - $17.87 $16.1M - $16.4M
2.3M $40.4M
XLV
Select Sector Spdr Fund Health

ETFs
76.4K
+ 14.06%
$137.61 - $149.68 $10.5M - $11.4M
620K $90.5M
VGIT
Vanguard Intermediate Term Tre

ETFs
259K
+ 142.53%
$57.44 - $59.4 $14.9M - $15.4M
441K $26.2M
MO
Altria Group, Inc.

Consumer Defensive
126K
+ 12.25%
$50.81 - $60.02 $6.4M - $7.56M
1.15M $69.3M
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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