Advisor Group Holdings, Inc. Portfolio Holdings

Advisor Group Holdings, Inc.

  • $42.1 Billion
  • Q1 2025

Advisor Group Holdings, Inc. has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $42.1 Billion distributed in 14089 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $1.33B, Ishares Core S&P 500 ETF with a value of $919M, Nvidia Corp with a value of $830M, Invesco Qqq Trust, Series 1 with a value of $758M, and Microsoft Corp with a value of $716M.

Examining the 13F form we can see an increase of $2.29B in the current position value, from $39.8B to 42.1B.

Advisor Group Holdings, Inc. is based out at Phoenix, AZ

Below you can find more details about Advisor Group Holdings, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $42.1 Billion
ETFs: $26.9 Billion
Technology: $4.46 Billion
Financial Services: $2.57 Billion
Consumer Cyclical: $1.53 Billion
Healthcare: $1.24 Billion
Communication Services: $1.15 Billion
Industrials: $1.12 Billion
Consumer Defensive: $1.04 Billion
Other: $1.63 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$12.4B
$2.12 Million 0.01% of portfolio
78,475
Q1 2025 Added 10.47%
$40.6B
$2.81 Million 0.01% of portfolio
37,050
Q1 2025 Added 32.61%
$7.5B
$2.3 Million 0.01% of portfolio
28,987
Q1 2025 Added 2.05%
$53.2B
$2.52 Million 0.01% of portfolio
38,410
Q1 2025 Reduced 32.09%
$10.5B
$3.3 Million 0.01% of portfolio
21,433
Q1 2025 Added 10.88%
$15.7B
$2.23 Million 0.01% of portfolio
55,538
Q1 2025 Reduced 43.75%
$7.29B
$3.34 Million 0.01% of portfolio
78,234
Q1 2025 Added 37.73%
$11.2B
$2.61 Million 0.01% of portfolio
12,914
Q1 2025 Reduced 11.71%
$36.7B
$5.43 Million 0.01% of portfolio
56,861
Q1 2025 Reduced 20.25%
$1.49B
$2.61 Million 0.01% of portfolio
184,601
Q1 2025 Added 77.65%
$8.75B
$3.32 Million 0.01% of portfolio
72,214
Q1 2025 Added 11.57%
$16B
$4.34 Million 0.01% of portfolio
41,241
Q1 2025 Added 41.83%
$18.2B
$5.52 Million 0.01% of portfolio
33,356
Q1 2025 Reduced 26.33%
$11.5B
$4.36 Million 0.01% of portfolio
111,139
Q1 2025 Added 17.04%
$8.55B
$5.19 Million 0.01% of portfolio
136,369
Q1 2025 Added 16.36%
$15.1B
$2.17 Million 0.01% of portfolio
26,227
Q1 2025 Reduced 63.52%
$39.6B
$4.97 Million 0.01% of portfolio
48,142
Q1 2025 Reduced 34.9%
$18B
$6.04 Million 0.01% of portfolio
30,482
Q1 2025 Added 26.89%
$3.65B
$2.36 Million 0.01% of portfolio
170,748
Q1 2025 Reduced 40.05%
$76.5B
$3.82 Million 0.01% of portfolio
266,122
Q1 2025 Added 19.83%
$10.2B
$2.24 Million 0.01% of portfolio
23,564
Q1 2025 Added 10.51%
$18.5B
$2.16 Million 0.01% of portfolio
69,547
Q1 2025 Reduced 26.57%
$3.46B
$3.55 Million 0.01% of portfolio
166,151
Q1 2025 Added 249.97%
$26B
$3.61 Million 0.01% of portfolio
32,995
Q1 2025 Added 0.42%
$19.4B
$3.27 Million 0.01% of portfolio
38,774
Q1 2025 Reduced 21.68%
$16.5B
$2.24 Million 0.01% of portfolio
50,693
Q1 2025 Reduced 27.93%
$15.6B
$3.16 Million 0.01% of portfolio
23,034
Q1 2025 Added 50.23%
$19.9B
$2.81 Million 0.01% of portfolio
129,152
Q1 2025 Reduced 17.29%
$36B
$2.68 Million 0.01% of portfolio
11,979
Q1 2025 Reduced 14.56%
$5.08B
$2.53 Million 0.01% of portfolio
348,926
Q1 2025 Added 203.02%
$54.4B
$4.12 Million 0.01% of portfolio
99,085
Q1 2025 Added 27.19%
$46.2B
$4.87 Million 0.01% of portfolio
83,574
Q1 2025 Added 37.15%
$60.3B
$6.03 Million 0.01% of portfolio
10,222
Q1 2025 Reduced 38.5%
$48.5B
$3.25 Million 0.01% of portfolio
25,470
Q1 2025 Reduced 44.34%
$349B
$3.34 Million 0.01% of portfolio
12,432
Q1 2025 Reduced 1.53%
$24.7B
$2.9 Million 0.01% of portfolio
13,161
Q1 2025 Reduced 4.39%
$92.6B
$3.95 Million 0.01% of portfolio
30,256
Q1 2025 Added 92.28%
$24.2B
$3.63 Million 0.01% of portfolio
42,764
Q1 2025 Added 46.97%
$12.1B
$3.57 Million 0.01% of portfolio
44,453
Q1 2025 Added 27.35%
$11.2B
$2.86 Million 0.01% of portfolio
44,185
Q1 2025 Reduced 20.94%
$11.8B
$3.53 Million 0.01% of portfolio
29,791
Q1 2025 Added 4.48%
$11.3B
$2.55 Million 0.01% of portfolio
293,290
Q1 2025 Added 75.52%
$17B
$4.05 Million 0.01% of portfolio
12,030
Q1 2025 Reduced 37.46%
$10.7B
$5.75 Million 0.01% of portfolio
494,081
Q1 2025 Added 47.2%
$32.6B
$2.19 Million 0.01% of portfolio
86,407
Q1 2025 Added 45.59%
$70.9B
$5.04 Million 0.01% of portfolio
53,924
Q1 2025 Added 46.79%
$18.2B
$3.28 Million 0.01% of portfolio
21,460
Q1 2025 Reduced 50.42%
$6.36B
$3.28 Million 0.01% of portfolio
90,893
Q1 2025 Added 10.82%
$9.78B
$2.33 Million 0.01% of portfolio
30,266
Q1 2025 Reduced 5.47%

Summary

  • Portfolio
  • No. of Stocks 14,089
  • Current Value $42.1 Billion
  • Prior Value $39.8 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 727 stocks
  • Additional Purchases 3,638 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2,657 stocks
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