Private Advisor Group, LLC Incresed Positions in Q1 2025

Private Advisor Group, LLC

  • $15.8 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
10.6K
+ 25.51%
$11.63 - $13.3 $124K - $141K
52.3K $608K
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
5.19K
+ 23.31%
$21.79 - $23.09 $113K - $120K
27.5K $601K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
11.1K
+ 7.55%
$7.89 - $8.07 $87.4K - $89.4K
158K $1.26M
TDW
Tidewater Inc

Energy
3.98K
+ 74.94%
$39.93 - $57.69 $159K - $230K
9.3K $393K
CNP
Centerpoint Energy Inc

Utilities
802
+ 4.95%
$30.87 - $36.25 $24.8K - $29.1K
17K $616K
VONE
Vanguard Russell 1000 ETF

ETFs
483
+ 28.65%
$250.16 - $278.79 $121K - $135K
2.17K $550K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
1.22K
+ 1.78%
$40.79 - $42.32 $49.6K - $51.5K
69.5K $2.92M
RMD
Resmed Inc

Healthcare
501
+ 18.26%
$219.7 - $257.65 $110K - $129K
3.24K $726K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
669
+ 24.55%
$175.5 - $209.86 $117K - $140K
3.39K $615K
ASTS
Ast Space Mobile, Inc.

Communication Services
2.94K
+ 15.76%
$17.72 - $33.8 $52.1K - $99.4K
21.6K $491K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
1.88K
+ 23.4%
$38.54 - $41.5 $72.3K - $77.9K
9.9K $402K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
3.37K
+ 5.35%
$23.9 - $24.18 $80.5K - $81.4K
66.3K $1.6M
RGTI
Rigetti Computing, Inc.

Technology
90.2K
+ 108.71%
$6.05 - $19.51 $546K - $1.76M
173K $1.37M
SBRA
Sabra Health Care Reit, Inc.

Real Estate
5.23K
+ 17.24%
$15.88 - $17.78 $83K - $93K
35.6K $621K
BGT
Blackrock Floating Rate Income Trust

Financial Services
8.02K
+ 65.02%
$12.34 - $12.93 $98.9K - $104K
20.3K $252K
EXAS
Exact Sciences Corp

Healthcare
8.95K
+ 39.24%
$43.04 - $58.51 $385K - $523K
31.7K $1.37M
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
7.68K
+ 5.21%
N/A
155K $1.91M
SWBI
Smith & Wesson Brands, Inc.

Industrials
12.4K
+ 46.25%
$9.32 - $11.16 $116K - $138K
39.2K $365K
TEI
Templeton Emerging Markets Income Fund

Financial Services
11.4K
+ 8.81%
$5.15 - $5.57 $58.9K - $63.7K
141K $759K
VVV
Valvoline Inc

Energy
2.91K
+ 47.13%
$34.44 - $40.19 $100K - $117K
9.08K $316K
VTC
Vanguard Scottsdale Fds Total

ETFs
1.01K
+ 6.96%
$74.74 - $77.39 $75.3K - $78K
15.5K $1.19M
VST
Vistra Corp.

Utilities
2.86K
+ 23.82%
$108.49 - $191.89 $310K - $548K
14.9K $1.74M
NSC
Norfolk Southern Corp

Industrials
205
+ 1.04%
$227.69 - $259.76 $46.7K - $53.3K
19.9K $4.71M
RDN
Radian Group Inc

Financial Services
893
+ 2.0%
$30.6 - $34.58 $27.3K - $30.9K
45.6K $1.51M
ES
Eversource Energy

Utilities
270
+ 1.76%
$55.63 - $63.8 $15K - $17.2K
15.6K $968K
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
3.7K
+ 10.49%
$28.69 - $31.94 $106K - $118K
39K $1.14M
HMOP
Hartford Fds Exchange Traded T

ETFs
2.29K
+ 15.19%
$38.25 - $39.12 $87.6K - $89.6K
17.4K $668K
QVMM
Invesco ETF Tr Ii S&P Midcap 4
5.6K
+ 13.44%
$26.49 - $30.29 $148K - $170K
47.3K $1.28M
FXZ
First Tr Exchange Traded Fd Fi

ETFs
1.86K
+ 11.77%
$54.79 - $60.63 $102K - $113K
17.6K $977K
CHKP
Check Point Software Technologies LTD

Technology
20
+ 1.08%
$179.88 - $231.31 $3.6K - $4.63K
1.87K $425K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
655
+ 3.56%
$26.71 - $31.58 $17.5K - $20.7K
19.1K $577K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
56
+ 1.94%
$88.0 - $115.5 $4.93K - $6.47K
2.94K $335K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
154
+ 0.2%
$25.81 - $28.52 $3.97K - $4.39K
78.3K $2.16M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
1.9K
+ 2.26%
$19.0 - $19.66 $36.1K - $37.3K
85.8K $1.69M
REM
Ishares Tr Mtg Real Estate ETF

ETFs
887
+ 1.7%
$20.83 - $23.69 $18.5K - $21K
53.1K $1.19M
RIGS
Riverfront Strategic Income Fd

ETFs
2.55K
+ 5.73%
$22.48 - $23.24 $57.3K - $59.3K
47.1K $1.09M
DCI
Donaldson CO Inc

Industrials
1.29K
+ 3.1%
$66.51 - $72.28 $85.6K - $93K
42.8K $2.87M
IBHG
Ishares Tr Ibonds 2027 Term Hi
3.23K
+ 30.56%
$22.21 - $22.56 $71.8K - $73K
13.8K $308K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
2.03K
+ 3.5%
$24.79 - $25.26 $50.3K - $51.3K
59.9K $1.51M
EDD
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.

Financial Services
9.02K
+ 4.87%
$4.42 - $4.86 $39.9K - $43.8K
194K $912K
ROLL
Rbc Bearings Inc

Industrials
294
+ 25.9%
N/A
1.43K $351K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
12.1K
+ 72.55%
$5.87 - $6.26 $71.2K - $76K
28.9K $170K
PH
Parker Hannifin Corp

Industrials
364
+ 6.84%
$591.65 - $707.05 $215K - $257K
5.69K $3.46M
NGG
National Grid PLC

Utilities
331
+ 4.29%
$56.13 - $65.61 $18.6K - $21.7K
8.06K $528K
BMO
Bank Of Montreal

Financial Services
1.07K
+ 5.0%
$94.92 - $104.14 $101K - $111K
22.4K $2.14M
EUFN
Ishares Msci Europe Financials

ETFs
648
+ 6.59%
$23.03 - $29.47 $14.9K - $19.1K
10.5K $298K
POWL
Powell Industries Inc

Industrials
1.08K
+ 48.3%
$155.56 - $311.38 $168K - $337K
3.32K $565K
EC
Ecopetrol S.A.

Energy
1.21K
+ 5.39%
$8.22 - $10.94 $9.91K - $13.2K
23.6K $245K
WBD
Warner Bros. Discovery, Inc.

Communication Services
5.85K
+ 12.93%
$9.47 - $11.46 $55.4K - $67.1K
51.1K $548K
Activity Summary
Buys All Purchases 1225 New Holdings 148 Increased Positions 1077 Sells All Sells 971 Reductions 971 Sold out 0 Options Calls 16 Puts 16
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