Private Advisor Group, LLC Incresed Positions in Q4 2024

Private Advisor Group, LLC

  • $17.4 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
1.03M
+ 89.28%
$280.04 - $302.45 $288M - $311M
2.18M $633M
IVV
Ishares Core S&P 500 ETF

ETFs
216K
+ 58.88%
$570.51 - $610.59 $123M - $132M
583K $343M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.27M
+ 86.85%
$80.93 - $85.66 $103M - $109M
2.73M $221M
VNLA
Janus Henderson Short Duration

ETFs
1.96M
+ 200.3%
$48.82 - $49.11 $95.9M - $96.4M
2.94M $144M
JPM
Jpmorgan Chase & CO

Financial Services
266K
+ 80.04%
$205.18 - $250.29 $54.6M - $66.7M
599K $144M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
145K
+ 106.08%
$417.69 - $450.94 $60.6M - $65.4M
282K $120M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
470K
+ 80.47%
$113.92 - $127.38 $53.5M - $59.8M
1.05M $121M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
812K
+ 76.18%
$53.94 - $58.15 $43.8M - $47.2M
1.88M $106M
CGUS
Capital Group Core Equity ETF
1.14M
+ 136.05%
$33.96 - $36.24 $38.9M - $41.5M
1.99M $69.5M
XOM
Exxon Mobil Corp

Energy
411K
+ 73.92%
$105.51 - $125.37 $43.4M - $51.6M
968K $104M
NVDA
Nvidia Corp

Technology
28.3K
+ 1.3%
$117.0 - $148.88 $3.31M - $4.21M
2.2M $296M
ABBV
Abb Vie Inc.

Healthcare
201K
+ 72.85%
$164.99 - $203.87 $33.2M - $41M
477K $84.8M
IBM
International Business Machines Corp

Technology
123K
+ 73.74%
$204.9 - $238.04 $25.1M - $29.2M
289K $63.5M
SPYG
Spdr Portfolio

ETFs
119K
+ 4.15%
$81.74 - $91.38 $9.75M - $10.9M
3M $263M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
294K
+ 85.0%
$81.68 - $82.93 $24M - $24.4M
640K $52.5M
DVY
Ishares Tr

ETFs
186K
+ 93.99%
$129.55 - $143.41 $24.1M - $26.7M
384K $50.4M
TFLO
Ishares Treasury Floating Rate

ETFs
453K
+ 99.4%
$50.37 - $50.63 $22.8M - $22.9M
908K $45.8M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
332K
+ 97.46%
$69.58 - $74.87 $23.1M - $24.9M
673K $47.1M
CVX
Chevron Corp

Energy
156K
+ 65.24%
$141.15 - $162.53 $22M - $25.3M
395K $57.2M
JNJ
Johnson & Johnson

Healthcare
178K
+ 69.06%
$143.34 - $165.86 $25.5M - $29.5M
435K $63M
AVGO
Broadcom Inc.

Technology
2.3K
+ 0.69%
$159.67 - $250.0 $368K - $576K
334K $77.5M
VZ
Verizon Communications Inc

Communication Services
547K
+ 64.59%
$39.6 - $45.21 $21.7M - $24.7M
1.39M $55.8M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
173K
+ 4.46%
$66.77 - $71.52 $11.6M - $12.4M
4.06M $280M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
500K
+ 48.34%
$35.45 - $40.33 $17.7M - $20.2M
1.53M $55M
MRK
Merck & Co., Inc.

Healthcare
206K
+ 66.16%
$96.31 - $114.76 $19.9M - $23.7M
518K $51.5M
PLTR
Palantir Technologies Inc.

Technology
26.8K
+ 7.99%
$36.46 - $82.38 $979K - $2.21M
363K $27.4M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
638K
+ 239.09%
$23.03 - $23.33 $14.7M - $14.9M
905K $20.9M
VUG
Vanguard Growth ETF

ETFs
9.15K
+ 2.22%
$378.79 - $428.11 $3.46M - $3.92M
421K $173M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
117K
+ 84.52%
$131.66 - $144.0 $15.4M - $16.9M
256K $33.8M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
35.5K
+ 5.4%
$198.04 - $221.51 $7.03M - $7.86M
693K $146M
SPY
Spdr S&P 500 ETF Trust

ETFs
12.1K
+ 2.25%
$567.81 - $607.81 $6.86M - $7.34M
549K $322M
CGDV
Capital Group Divid Value ETF

ETFs
422K
+ 39.82%
$35.16 - $37.12 $14.8M - $15.7M
1.48M $52.2M
GOOG
Alphabet Inc.

Communication Services
12.4K
+ 2.87%
$163.08 - $198.16 $2.02M - $2.45M
443K $84.3M
IEMG
Ishares Inc

ETFs
221K
+ 64.64%
N/A
563K $30.2M
MMM
3 M CO

Industrials
98K
+ 91.14%
$124.74 - $137.12 $12.2M - $13.4M
206K $26.5M
GOOGL
Alphabet Inc.

Communication Services
12.4K
+ 3.09%
$161.86 - $196.66 $2M - $2.43M
412K $78.1M
RDVY
First Trust Rising Dividend Ac

ETFs
195K
+ 11.9%
$58.65 - $64.37 $11.4M - $12.6M
1.84M $109M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
305K
+ 19.1%
$33.92 - $36.6 $10.4M - $11.2M
1.9M $65.9M
CGGR
Capital Group Growth ETF Shs C

ETFs
244K
+ 29.15%
$34.49 - $39.24 $8.41M - $9.57M
1.08M $40.2M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
221K
+ 94.95%
$48.48 - $49.47 $10.7M - $10.9M
454K $22.1M
ABT
Abbott Laboratories

Healthcare
90.7K
+ 56.87%
$111.93 - $119.39 $10.1M - $10.8M
250K $28.3M
XLF
Financial Sector Spdr

ETFs
139K
+ 12.93%
$44.89 - $51.34 $6.24M - $7.13M
1.21M $58.6M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
80.8K
+ 2.74%
$69.3 - $74.3 $5.6M - $6M
3.03M $216M
WMT
Walmart Inc.

Consumer Defensive
26.6K
+ 3.67%
$79.1 - $95.7 $2.1M - $2.54M
750K $67.7M
IQLT
Ishares Msci Intl Quality Fact

ETFs
277K
+ 110.0%
$37.12 - $41.23 $10.3M - $11.4M
528K $19.6M
FPE
First Tr Pfd Secs & Income ETF

ETFs
520K
+ 144.83%
$17.65 - $18.18 $9.18M - $9.46M
879K $15.6M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
97.2K
+ 11.41%
$91.29 - $91.8 $8.87M - $8.92M
950K $86.8M
XLY
Select Sector Spdr Consumer Di

ETFs
32.6K
+ 66.09%
$194.8 - $239.43 $6.35M - $7.81M
82K $18.4M
V
Visa Inc.

Financial Services
4.66K
+ 2.75%
$273.87 - $320.91 $1.28M - $1.5M
174K $55.1M
Activity Summary
Buys All Purchases 1108 New Holdings 119 Increased Positions 989 Sells All Sells 1086 Reductions 1086 Sold out 0 Options Calls 14 Puts 12
Track This Portfolio

Track Private Advisor Group, LLC Portfolio

Follow Private Advisor Group, LLC 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 Private Advisor Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Advisor Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email