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
$32.6B
$3.79 Million 0.01% of portfolio
62,451
Q1 2025 Added 20.21%
$23.8B
$2.49 Million 0.01% of portfolio
68,626
Q1 2025 Added 33.29%
$23.8B
$3.86 Million 0.01% of portfolio
35,086
Q1 2025 Added 12.22%
$23.8B
$4.46 Million 0.01% of portfolio
30,175
Q1 2025 Reduced 40.86%
$3.29B
$3.35 Million 0.01% of portfolio
407,100
Q1 2025 Added 60.11%
$45.8B
$3.05 Million 0.01% of portfolio
27,044
Q1 2025 Added 49.22%
$20.3B
$2.22 Million 0.01% of portfolio
29,526
Q1 2025 Added 14.42%
$945M
$2.51 Million 0.01% of portfolio
1,862
Q1 2025 Added 53.0%
$17.4B
$2.93 Million 0.01% of portfolio
9,095
Q1 2025 Added 109.9%
$7.61B
$2.9 Million 0.01% of portfolio
46,584
Q1 2025 Added 49.8%
$11B
$2.7 Million 0.01% of portfolio
101,265
Q1 2025 Reduced 19.96%
$19.8B
$3.74 Million 0.01% of portfolio
129,390
Q1 2025 Reduced 36.67%
$9.77B
$3.58 Million 0.01% of portfolio
23,399
Q1 2025 Reduced 6.81%
$43.5B
$3.83 Million 0.01% of portfolio
36,741
Q1 2025 Reduced 54.2%
$17.1B
$2.75 Million 0.01% of portfolio
8,654
Q1 2025 Reduced 65.48%
$15.6B
$2.82 Million 0.01% of portfolio
8,352
Q1 2025 Added 5.95%
$1.73B
$2.29 Million 0.01% of portfolio
29,345
Q1 2025 Added 491.87%
$2.89B
$2.93 Million 0.01% of portfolio
26,206
Q1 2025 Reduced 18.93%
$33B
$2.97 Million 0.01% of portfolio
43,485
Q1 2025 Reduced 14.23%
$9.69B
$5.88 Million 0.01% of portfolio
29,160
Q1 2025 Reduced 5.84%
$17.3B
$3.21 Million 0.01% of portfolio
39,491
Q1 2025 Reduced 42.49%
$22.8B
$3.99 Million 0.01% of portfolio
45,367
Q1 2025 Added 131.1%
$17.2B
$3.29 Million 0.01% of portfolio
7,169
Q1 2025 Added 23.14%
$25.5B
$5.71 Million 0.01% of portfolio
32,497
Q1 2025 Added 3.5%
$5.76B
$2.19 Million 0.01% of portfolio
37,691
Q1 2025 Added 85.53%
$10.2B
$3.09 Million 0.01% of portfolio
32,043
Q1 2025 Added 36.82%
$2.77B
$5.8 Million 0.01% of portfolio
93,949
Q1 2025 Reduced 50.91%
$9.9B
$3.04 Million 0.01% of portfolio
34,548
Q1 2025 Added 12.07%
$21.8B
$4.51 Million 0.01% of portfolio
76,487
Q1 2025 Reduced 21.74%
$47.1B
$3.31 Million 0.01% of portfolio
45,705
Q1 2025 Reduced 29.01%
$40.8B
$2.56 Million 0.01% of portfolio
17,721
Q1 2025 Reduced 18.12%
$22.7B
$5.52 Million 0.01% of portfolio
14,938
Q1 2025 Reduced 7.11%
$1.81B
$3.42 Million 0.01% of portfolio
89,571
Q1 2025 Added 169.62%
$16.8B
$5.19 Million 0.01% of portfolio
60,665
Q1 2025 Reduced 0.04%
$20.8B
$3.91 Million 0.01% of portfolio
73,256
Q1 2025 Added 56.57%
$79.9B
$4.95 Million 0.01% of portfolio
6,070
Q1 2025 Reduced 63.21%
$16.3B
$3.74 Million 0.01% of portfolio
8,933
Q1 2025 Added 7.06%
$15.2B
$2.53 Million 0.01% of portfolio
36,678
Q1 2025 Added 5.5%
$25.1B
$2.99 Million 0.01% of portfolio
17,781
Q1 2025 Reduced 31.3%
$17.6B
$5.15 Million 0.01% of portfolio
11,322
Q1 2025 Reduced 27.44%
$23.8B
$5.9 Million 0.01% of portfolio
76,056
Q1 2025 Reduced 23.32%
$88.3B
$3.66 Million 0.01% of portfolio
8,548
Q1 2025 Reduced 20.65%
$48.6B
$4.23 Million 0.01% of portfolio
56,609
Q1 2025 Reduced 28.79%
$26.2B
$5.13 Million 0.01% of portfolio
130,941
Q1 2025 Reduced 39.67%
$24.1B
$3.71 Million 0.01% of portfolio
91,786
Q1 2025 Reduced 14.98%
$12B
$5.46 Million 0.01% of portfolio
107,260
Q1 2025 Added 28.46%
$35.2B
$2.12 Million 0.01% of portfolio
5,049
Q1 2025 Reduced 61.62%
$14.3B
$2.35 Million 0.01% of portfolio
109,395
Q1 2025 Added 50.45%
$8.05B
$2.62 Million 0.01% of portfolio
20,726
Q1 2025 Reduced 12.87%

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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