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
$0
$2.74 Million 0.01% of portfolio
217,803
Q1 2025 Added 30.02%
$0
$5.18 Million 0.01% of portfolio
428,716
Q1 2025 Added 2.7%
$0
$2.21 Million 0.01% of portfolio
100,162
Q1 2025 Added 37.12%
$0
$3.39 Million 0.01% of portfolio
180,753
Q1 2025 Added 212.36%
$0
$5.38 Million 0.01% of portfolio
255,203
Q1 2025 Added 61.77%
$0
$4.91 Million 0.01% of portfolio
211,016
Q1 2025 Reduced 2.53%
$0
$3.12 Million 0.01% of portfolio
312,821
Q1 2025 Added 30.52%
$0
$3.57 Million 0.01% of portfolio
261,311
Q1 2025 Added 265.36%
$0
$3.92 Million 0.01% of portfolio
481,346
Q1 2025 Added 72.19%
$0
$2.57 Million 0.01% of portfolio
139,585
Q1 2025 Added 60.8%
$0
$3.23 Million 0.01% of portfolio
223,770
Q1 2025 Added 19.92%
$809M
$2.64 Million 0.01% of portfolio
328,683
Q1 2025 Reduced 15.43%
$1.75B
$2.72 Million 0.01% of portfolio
470,709
Q1 2025 Added 13.89%
$2.25B
$2.37 Million 0.01% of portfolio
123,511
Q1 2025 Added 29.65%
$10.6B
$3.08 Million 0.01% of portfolio
104,355
Q1 2025 Reduced 46.63%
$1.88B
$2.46 Million 0.01% of portfolio
83,598
Q1 2025 Reduced 25.94%
$9.47B
$2.27 Million 0.01% of portfolio
102,792
Q1 2025 Added 149.94%
$453M
$4.38 Million 0.01% of portfolio
87,082
Q1 2025 Added 2.86%
$0
$5.46 Million 0.01% of portfolio
832,922
Q1 2025 Added 17.41%
$8.58B
$2.11 Million 0.01% of portfolio
7,205
Q1 2025 Added 440.92%
$3.48B
$2.57 Million 0.01% of portfolio
105,457
Q1 2025 Added 68.9%
$0
$4.76 Million 0.01% of portfolio
775,966
Q1 2025 Reduced 1.1%
$1.08B
$4.03 Million 0.01% of portfolio
365,524
Q1 2025 Added 6.2%
$0
$3.74 Million 0.01% of portfolio
333,562
Q1 2025 Added 69.19%
$0
$2.88 Million 0.01% of portfolio
249,566
Q1 2025 Added 27.7%
$0
$4.19 Million 0.01% of portfolio
176,536
Q1 2025 Added 3.8%
$0
$4.85 Million 0.01% of portfolio
369,692
Q1 2025 Added 57.35%
$0
$2.55 Million 0.01% of portfolio
208,731
Q1 2025 Added 76.15%
$1.17B
$3.22 Million 0.01% of portfolio
125,943
Q1 2025 Added 109.46%
$0
$2.9 Million 0.01% of portfolio
614,176
Q1 2025 Added 51.07%
$0
$3.87 Million 0.01% of portfolio
288,507
Q1 2025 Added 1,638.73%
$0
$4.15 Million 0.01% of portfolio
304,027
Q1 2025 Added 123.41%
$0
$2.17 Million 0.01% of portfolio
288,396
Q1 2025 Added 369.27%
$1.54B
$2.37 Million 0.01% of portfolio
569,978
Q1 2025 Added 87.45%
$13.7B
$5.51 Million 0.01% of portfolio
442,906
Q1 2025 Added 58.13%
$179B
$4.18 Million 0.01% of portfolio
37,072
Q1 2025 Reduced 11.63%
$11.7B
$5.66 Million 0.01% of portfolio
34,605
Q1 2025 Added 77.61%
$1.71B
$3.55 Million 0.01% of portfolio
437,479
Q1 2025 Added 152.16%
$6.1B
$3.59 Million 0.01% of portfolio
181,394
Q1 2025 Added 111.81%
$842M
$2.67 Million 0.01% of portfolio
305,646
Q1 2025 Added 86.29%
$5.1B
$6.02 Million 0.01% of portfolio
152,790
Q1 2025 Added 133.54%
$14.4B
$3.83 Million 0.01% of portfolio
12,420
Q1 2025 Reduced 27.31%
$6.81B
$2.8 Million 0.01% of portfolio
20,044
Q1 2025 Added 4.12%
$1.83B
$2.24 Million 0.01% of portfolio
72,423
Q1 2025 Added 436.9%
$10.3B
$2.29 Million 0.01% of portfolio
27,483
Q1 2025 Added 53.83%
$16.3B
$3.4 Million 0.01% of portfolio
38,921
Q1 2025 Reduced 55.26%
$4.97B
$3.2 Million 0.01% of portfolio
147,955
Q1 2025 Added 18,795.91%
$1.64B
$2.55 Million 0.01% of portfolio
163,647
Q1 2025 Added 504.24%
$0
$5.85 Million 0.01% of portfolio
936,677
Q1 2025 Reduced 0.18%

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
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