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
MORN
Morningstar, Inc.

Financial Services
117
+ 3.6%
$282.49 - $334.73 $33.1K - $39.2K
3.36K $1.01M
TCOM
Trip.Com Group LTD

Consumer Cyclical
506
+ 2.13%
$56.68 - $73.5 $28.7K - $37.2K
24.2K $1.54M
EVR
Evercore Inc.

Financial Services
341
+ 16.37%
$190.28 - $291.27 $64.9K - $99.3K
2.42K $484K
EBS
Emergent Bio Solutions Inc.

Healthcare
376
+ 1.8%
$4.66 - $11.66 $1.75K - $4.38K
21.3K $103K
FCLD
Fidelity Covington Tr Cloud CO
1.21K
+ 3.52%
$23.78 - $30.29 $28.7K - $36.5K
35.4K $842K
FCOM
Fidelity Covington Tr Msci Com

ETFs
2.23K
+ 2.42%
$55.97 - $64.13 $125K - $143K
94.5K $5.32M
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
7.18K
+ 4.77%
$105.24 - $117.4 $756K - $843K
158K $16.8M
PTC
Ptc Inc.

Technology
533
+ 8.2%
$153.3 - $193.48 $81.7K - $103K
7.03K $1.09M
CMP
Compass Minerals International Inc

Basic Materials
1.59K
+ 2.6%
$9.29 - $14.21 $14.7K - $22.5K
62.5K $580K
PAVE
Global X Fds Us Infrastructure

ETFs
49.9K
+ 6.71%
$37.31 - $43.82 $1.86M - $2.18M
793K $29.9M
EXAS
Exact Sciences Corp

Healthcare
7.63K
+ 21.97%
$43.04 - $58.51 $328K - $446K
42.3K $1.83M
KSS
Kohls Corp

Consumer Cyclical
2.56K
+ 10.92%
$8.06 - $14.12 $20.6K - $36.1K
26K $212K
PLRX
Pliant Therapeutics, Inc.

Healthcare
11.6K
+ 98.83%
$1.35 - $13.53 $15.7K - $157K
23.4K $31K
FXD
First Tr Exchange Traded Fd

ETFs
2.03K
+ 5.57%
$56.39 - $68.12 $114K - $138K
38.4K $2.22M
CSM
Proshares Large Cap Core Plus

ETFs
217
+ 0.36%
$63.0 - $69.13 $13.7K - $15K
59.8K $3.81M
PSET
Principal Exchange Traded Fund

ETFs
1.02K
+ 2.83%
$65.47 - $75.27 $67K - $77K
37.2K $2.46M
BLBD
Blue Bird Corp

Consumer Cyclical
3.87K
+ 9.25%
$32.37 - $42.39 $125K - $164K
45.7K $1.48M
TNDM
Tandem Diabetes Care Inc

Healthcare
357
+ 4.07%
$17.89 - $37.53 $6.39K - $13.4K
9.13K $175K
BSTZ
Black Rock Science & Technology Trust Ii

N/A
5.4K
+ 6.56%
$17.74 - $22.07 $95.9K - $119K
87.8K $1.56M
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
3.42K
+ 8.64%
$3.33 - $7.79 $11.4K - $26.6K
43K $143K
RUM
Rumble Inc.

Technology
30.1K
+ 47.48%
$7.07 - $13.77 $213K - $414K
93.4K $660K
FVAL
Fidelity Covington Tr Value Fa

ETFs
4.86K
+ 2.0%
$58.79 - $65.0 $285K - $316K
248K $14.8M
CCL
Carnival Corp

Consumer Cyclical
48K
+ 23.39%
$19.08 - $28.49 $916K - $1.37M
253K $4.95M
AFRM
Affirm Holdings, Inc.

Technology
18.9K
+ 28.87%
$43.7 - $80.98 $824K - $1.53M
84.2K $3.8M
CCJ
Cameco Corp

Energy
11K
+ 17.92%
$40.64 - $56.86 $449K - $628K
72.6K $2.99M
DOV
Dover Corp

Industrials
1.1K
+ 3.5%
$174.65 - $206.43 $192K - $227K
32.5K $5.71M
SIXJ
Aim ETF Prods Tr Allianzim U S
4K
+ 0.62%
$29.68 - $31.19 $119K - $125K
650K $19.5M
PIPR
Piper Sandler Companies

Financial Services
38
+ 0.93%
$244.29 - $323.68 $9.28K - $12.3K
4.14K $1.03M
FXR
First Trust Industrials/Produc

ETFs
233
+ 0.53%
$68.3 - $79.81 $15.9K - $18.6K
44.1K $3.07M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
676
+ 0.79%
$75.47 - $84.24 $51K - $56.9K
86.2K $6.64M
HUMA
Humacyte, Inc.

Healthcare
17.9K
+ 23.27%
$1.71 - $5.18 $30.7K - $92.9K
95K $162K
JETS
ETF Ser Solutions U S Global J

ETFs
5.03K
+ 6.9%
$20.77 - $26.81 $104K - $135K
77.9K $1.62M
GPN
Global Payments Inc

Industrials
500
+ 2.51%
$92.18 - $113.03 $46.1K - $56.5K
20.4K $2M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
531
+ 1.3%
$14.67 - $22.01 $7.79K - $11.7K
41.4K $636K
PPG
Ppg Industries Inc

Basic Materials
137
+ 0.42%
$107.44 - $124.29 $14.7K - $17K
33K $3.61M
LOB
Live Oak Bancshares, Inc.

Financial Services
1.23K
+ 4.46%
$26.57 - $41.33 $32.7K - $50.8K
28.8K $767K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
1.08K
+ 10.3%
$314.47 - $431.35 $340K - $467K
11.6K $4.25M
VTRS
Viatris Inc

Healthcare
8.56K
+ 8.02%
$8.68 - $12.42 $74.3K - $106K
115K $1M
PDP
Invesco Exchange Traded Fd Tr

ETFs
1.63K
+ 2.49%
$96.95 - $116.13 $158K - $189K
67K $6.7M
INFY
Infosys LTD

Technology
207
+ 0.21%
$18.06 - $22.89 $3.74K - $4.74K
98.7K $1.8M
DEO
Diageo PLC

Consumer Defensive
9.51K
+ 15.64%
$104.79 - $126.12 $997K - $1.2M
70.3K $7.37M
STRL
Sterling Construction CO Inc

Industrials
1.66K
+ 16.59%
$108.65 - $200.56 $180K - $333K
11.7K $1.32M
AEHR
Aehr Test Systems

Technology
11.8K
+ 23.31%
$7.29 - $17.78 $86K - $210K
62.4K $454K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
6.47K
+ 3.8%
$23.71 - $27.77 $153K - $180K
177K $4.19M
ZBRA
Zebra Technologies Corp

Technology
943
+ 13.89%
$271.72 - $421.11 $256K - $397K
7.73K $2.19M
CHY
Calamos Convertible & High Income Fund

Financial Services
9.75K
+ 3.62%
$10.1 - $12.0 $98.5K - $117K
279K $2.81M
IWN
Ishares Russell2000 Val ETF

ETFs
2.95K
+ 4.33%
$149.27 - $169.4 $440K - $499K
71K $10.7M
WIX
Wix.Com Ltd.

Technology
175
+ 1.85%
$163.38 - $246.76 $28.6K - $43.2K
9.62K $1.57M
CSX
Csx Corp

Industrials
24.1K
+ 5.76%
$29.11 - $33.67 $700K - $810K
442K $13M
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
Track This Portfolio

Track Advisor Group Holdings, Inc. Portfolio

Follow Advisor Group Holdings, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Advisor Group Holdings, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Advisor Group Holdings, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email