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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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
$9.61 Million 0.02% of portfolio
230,182
Q1 2025 Added 29.65%
$0
$9.73 Million 0.02% of portfolio
206,686
Q1 2025 Added 210.38%
$0
$7.56 Million 0.02% of portfolio
370,028
Q1 2025 Reduced 2.31%
$0
$9.79 Million 0.02% of portfolio
676,867
Q1 2025 Added 7.35%
$0
$7.13 Million 0.02% of portfolio
131,945
Q1 2025 Added 35.28%
$0
$10.2 Million 0.02% of portfolio
126,095
Q1 2025 Reduced 1.41%
$0
$7.61 Million 0.02% of portfolio
233,919
Q1 2025 Reduced 39.22%
$8.75B
$6.86 Million 0.02% of portfolio
97,327
Q1 2025 Added 6.89%
$0
$8.01 Million 0.02% of portfolio
317,638
Q1 2025 Added 12.95%
$0
$6.55 Million 0.02% of portfolio
32,612
Q1 2025 Added 6.98%
$0
$7.37 Million 0.02% of portfolio
305,238
Q1 2025 Reduced 10.57%
$0
$10.1 Million 0.02% of portfolio
386,980
Q1 2025 Added 64.02%
$0
$9 Million 0.02% of portfolio
277,352
Q1 2025 Added 258.57%
$0
$7.41 Million 0.02% of portfolio
149,373
Q1 2025 Added 208.64%
$0
$7.06 Million 0.02% of portfolio
207,074
Q1 2025 Added 45,211.6%
$0
$8.74 Million 0.02% of portfolio
521,337
Q1 2025 Added 25.68%
$0
$8.49 Million 0.02% of portfolio
165,830
Q1 2025 Added 29.07%
$0
$6.49 Million 0.02% of portfolio
203,175
Q1 2025 Added 33.63%
$0
$7.82 Million 0.02% of portfolio
71,011
Q1 2025 Reduced 34.96%
$0
$7.69 Million 0.02% of portfolio
365,939
Q1 2025 Added 68.62%
$0
$9.33 Million 0.02% of portfolio
1,103,032
Q1 2025 Added 10.36%
$11.9B
$3.8 Million 0.01% of portfolio
84,188
Q1 2025 Added 28.87%
$33.1B
$5.88 Million 0.01% of portfolio
50,236
Q1 2025 Added 34.57%
$4.93B
$6.27 Million 0.01% of portfolio
654,140
Q1 2025 Added 8.61%
$53.7B
$5.52 Million 0.01% of portfolio
50,924
Q1 2025 Added 60.03%
$51.5B
$5.42 Million 0.01% of portfolio
45,362
Q1 2025 Reduced 11.25%
$6.53B
$5.2 Million 0.01% of portfolio
72,226
Q1 2025 Added 34.03%
$11.5B
$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%
$13.6B
$4.05 Million 0.01% of portfolio
417,660
Q1 2025 Added 114.75%
$25B
$3.3 Million 0.01% of portfolio
32,872
Q1 2025 Reduced 3.49%
$0
$2.64 Million 0.01% of portfolio
37,801
Q1 2025 Added 27.14%
$26B
$4.67 Million 0.01% of portfolio
31,656
Q1 2025 Added 21.95%
$41B
$2.62 Million 0.01% of portfolio
15,222
Q1 2025 Reduced 46.54%
$53.5B
$6.15 Million 0.01% of portfolio
93,837
Q1 2025 Reduced 11.71%
$142B
$3.36 Million 0.01% of portfolio
54,626
Q1 2025 Reduced 12.01%
$77B
$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%
$26.5B
$4.4 Million 0.01% of portfolio
91,610
Q1 2025 Added 13.02%
$28.5B
$5.69 Million 0.01% of portfolio
38,839
Q1 2025 Added 115.25%
$0
$5.33 Million 0.01% of portfolio
56,273
Q1 2025 Added 36.92%
$21.6B
$4.18 Million 0.01% of portfolio
27,070
Q1 2025 Added 30.53%
$28.3B
$2.15 Million 0.01% of portfolio
23,381
Q1 2025 Added 130.31%
$37.1B
$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%
$72.4B
$2.21 Million 0.01% of portfolio
23,142
Q1 2025 Reduced 8.41%
$33.9B
$4.21 Million 0.01% of portfolio
216,344
Q1 2025 Added 26.46%

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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