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
$8.18 Million 0.02% of portfolio
660,750
Q1 2025 Added 54.06%
$0
$7.68 Million 0.02% of portfolio
965,396
Q1 2025 Added 61.75%
$0
$7.8 Million 0.02% of portfolio
486,590
Q1 2025 Added 54.75%
$0
$9.79 Million 0.02% of portfolio
676,867
Q1 2025 Added 7.35%
$0
$7.61 Million 0.02% of portfolio
233,919
Q1 2025 Reduced 39.22%
$8.81B
$6.86 Million 0.02% of portfolio
97,327
Q1 2025 Added 6.89%
$8.56B
$8.85 Million 0.02% of portfolio
6,680
Q1 2025 Added 109.27%
$0
$9.33 Million 0.02% of portfolio
1,103,032
Q1 2025 Added 10.36%
$12.2B
$3.8 Million 0.01% of portfolio
84,188
Q1 2025 Added 28.87%
$32.9B
$5.88 Million 0.01% of portfolio
50,236
Q1 2025 Added 34.57%
$4.87B
$6.27 Million 0.01% of portfolio
654,140
Q1 2025 Added 8.61%
$56.6B
$5.52 Million 0.01% of portfolio
50,924
Q1 2025 Added 60.03%
$51.7B
$5.42 Million 0.01% of portfolio
45,362
Q1 2025 Reduced 11.25%
$6.45B
$5.2 Million 0.01% of portfolio
72,226
Q1 2025 Added 34.03%
$11.4B
$4.97 Million 0.01% of portfolio
53,684
Q1 2025 Added 540.7%
$15.6B
$5.99 Million 0.01% of portfolio
93,154
Q1 2025 Reduced 36.45%
$25.1B
$3.3 Million 0.01% of portfolio
32,872
Q1 2025 Reduced 3.49%
$25.9B
$4.67 Million 0.01% of portfolio
31,656
Q1 2025 Added 21.95%
$40.5B
$2.62 Million 0.01% of portfolio
15,222
Q1 2025 Reduced 46.54%
$53.7B
$6.15 Million 0.01% of portfolio
93,837
Q1 2025 Reduced 11.71%
$144B
$3.36 Million 0.01% of portfolio
54,626
Q1 2025 Reduced 12.01%
$77.8B
$4.9 Million 0.01% of portfolio
12,283
Q1 2025 Reduced 52.6%
$10.9B
$3.48 Million 0.01% of portfolio
97,239
Q1 2025 Added 14.19%
$26.4B
$4.4 Million 0.01% of portfolio
91,610
Q1 2025 Added 13.02%
$28.7B
$5.69 Million 0.01% of portfolio
38,839
Q1 2025 Added 115.25%
$21.6B
$4.18 Million 0.01% of portfolio
27,070
Q1 2025 Added 30.53%
$28.7B
$2.15 Million 0.01% of portfolio
23,381
Q1 2025 Added 130.31%
$37.4B
$3.98 Million 0.01% of portfolio
90,595
Q1 2025 Added 177.49%
$16.8B
$3.64 Million 0.01% of portfolio
69,921
Q1 2025 Added 19.6%
$72.7B
$2.21 Million 0.01% of portfolio
23,142
Q1 2025 Reduced 8.41%
$35.9B
$4.21 Million 0.01% of portfolio
216,344
Q1 2025 Added 26.46%
$14.9B
$2.17 Million 0.01% of portfolio
63,256
Q1 2025 Added 98.57%
$20.3B
$3.54 Million 0.01% of portfolio
153,981
Q1 2025 Reduced 53.61%
$20B
$2.96 Million 0.01% of portfolio
41,659
Q1 2025 Added 54.97%
$125B
$3.52 Million 0.01% of portfolio
72,473
Q1 2025 Added 28.26%
$15.1B
$3.94 Million 0.01% of portfolio
34,553
Q1 2025 Added 22.29%
$30.3B
$6.01 Million 0.01% of portfolio
105,071
Q1 2025 Added 15.09%
$37.4B
$4.47 Million 0.01% of portfolio
18,455
Q1 2025 Added 0.34%
$16.5B
$3.33 Million 0.01% of portfolio
26,687
Q1 2025 Reduced 26.4%
$11.9B
$5.29 Million 0.01% of portfolio
51,649
Q1 2025 Added 102.51%
$25.2B
$2.99 Million 0.01% of portfolio
72,633
Q1 2025 Added 17.92%
$35.6B
$3.51 Million 0.01% of portfolio
113,947
Q1 2025 Added 116.74%
$71.1B
$2.91 Million 0.01% of portfolio
29,852
Q1 2025 Added 1.38%
$26.2B
$4.95 Million 0.01% of portfolio
253,403
Q1 2025 Added 23.39%
$11.6B
$3.3 Million 0.01% of portfolio
18,234
Q1 2025 Added 133.11%
$16.4B
$3.57 Million 0.01% of portfolio
8,215
Q1 2025 Added 4.72%
$24.5B
$2.97 Million 0.01% of portfolio
13,137
Q1 2025 Reduced 56.16%
$40B
$2.6 Million 0.01% of portfolio
19,897
Q1 2025 Reduced 13.36%
$2.88B
$3.02 Million 0.01% of portfolio
84,725
Q1 2025 Reduced 19.82%

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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