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
$17.2B
$3.13 Million 0.01% of portfolio
31,905
Q1 2025 Reduced 2.58%
$24.5B
$2.29 Million 0.01% of portfolio
10,089
Q1 2025 Reduced 5.43%
$4.62B
$3.56 Million 0.01% of portfolio
61,241
Q1 2025 Reduced 3.0%
$38B
$4.28 Million 0.01% of portfolio
20,645
Q1 2025 Added 52.16%
$50.5B
$4.06 Million 0.01% of portfolio
85,914
Q1 2025 Added 245.22%
$12.6B
$2.53 Million 0.01% of portfolio
30,625
Q1 2025 Reduced 11.75%
$13.1B
$2.19 Million 0.01% of portfolio
13,128
Q1 2025 Added 134.72%
$13.6B
$4.55 Million 0.01% of portfolio
137,045
Q1 2025 Added 70.41%
$11.8B
$2.85 Million 0.01% of portfolio
27,021
Q1 2025 Reduced 22.74%
$9.04B
$2.96 Million 0.01% of portfolio
9,691
Q1 2025 Added 175.7%
$173B
$4.5 Million 0.01% of portfolio
65,553
Q1 2025 Reduced 20.98%
$5.45B
$5.64 Million 0.01% of portfolio
102,352
Q1 2025 Added 158.64%
$79.2B
$5.83 Million 0.01% of portfolio
4,216
Q1 2025 Reduced 73.75%
$16B
$4.73 Million 0.01% of portfolio
74,153
Q1 2025 Added 58.45%
$6B
$2.16 Million 0.01% of portfolio
20,168
Q1 2025 Added 657.06%
$21.4B
$4.25 Million 0.01% of portfolio
11,583
Q1 2025 Added 10.3%
$25.3B
$2.78 Million 0.01% of portfolio
40,214
Q1 2025 Added 66.02%
$16.1B
$4.51 Million 0.01% of portfolio
55,341
Q1 2025 Reduced 18.32%
$5.12B
$5.35 Million 0.01% of portfolio
344,414
Q1 2025 Added 37.98%
$42.6B
$3.72 Million 0.01% of portfolio
372,450
Q1 2025 Added 33.18%
$32.9B
$4.49 Million 0.01% of portfolio
19,366
Q1 2025 Reduced 18.58%
$25.7B
$3.28 Million 0.01% of portfolio
47,635
Q1 2025 Reduced 26.56%
$49.6B
$3.05 Million 0.01% of portfolio
10,260
Q1 2025 Reduced 52.07%
$8.94B
$2.26 Million 0.01% of portfolio
144,093
Q1 2025 Added 4,295.76%
$34.9B
$4.45 Million 0.01% of portfolio
19,059
Q1 2025 Reduced 14.48%
$9.68B
$2.77 Million 0.01% of portfolio
248,139
Q1 2025 Reduced 4.28%
$24.4B
$3.6 Million 0.01% of portfolio
335,711
Q1 2025 Reduced 35.75%
$14.7B
$3.65 Million 0.01% of portfolio
7,187
Q1 2025 Added 15.73%
$15.6B
$2.42 Million 0.01% of portfolio
10,814
Q1 2025 Reduced 9.08%
$4.26B
$3.91 Million 0.01% of portfolio
43,422
Q1 2025 Added 41.42%
$11B
$4.23 Million 0.01% of portfolio
26,768
Q1 2025 Reduced 21.44%
$48.2B
$5.45 Million 0.01% of portfolio
23,326
Q1 2025 Added 37.47%
$18.2B
$2.14 Million 0.01% of portfolio
41,137
Q1 2025 Added 12.66%
$15.1B
$2.19 Million 0.01% of portfolio
7,733
Q1 2025 Added 13.89%
$19.4B
$2.56 Million 0.01% of portfolio
22,604
Q1 2025 Added 4.56%
$2.39B
$3.16 Million 0.01% of portfolio
166,466
Q1 2025 Added 38.77%
$10.4B
$2.23 Million 0.01% of portfolio
16,970
Q1 2025 Added 141.02%
$1.02B
$3.33 Million 0.01% of portfolio
349,180
Q1 2025 Added 5.9%
$0
$3.8 Million 0.01% of portfolio
227,975
Q1 2025 Added 25.78%
$0
$2.45 Million 0.01% of portfolio
225,571
Q1 2025 Added 41.13%
$0
$2.99 Million 0.01% of portfolio
347,320
Q1 2025 Added 46.08%
$0
$2.47 Million 0.01% of portfolio
228,177
Q1 2025 Reduced 3.3%
$3.22B
$2.27 Million 0.01% of portfolio
113,359
Q1 2025 Reduced 9.45%
$0
$4.46 Million 0.01% of portfolio
135,310
Q1 2025 Added 37.2%
$0
$3.33 Million 0.01% of portfolio
211,268
Q1 2025 Added 39.65%
$0
$2.81 Million 0.01% of portfolio
278,671
Q1 2025 Added 3.62%
$0
$4.81 Million 0.01% of portfolio
297,404
Q1 2025 Reduced 3.5%
$548M
$2.48 Million 0.01% of portfolio
239,911
Q1 2025 Added 97.6%
$0
$2.48 Million 0.01% of portfolio
50,010
Q1 2025 Added 10.36%

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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