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
CION
Cion Investment Corp

Financial Services
16.4K
+ 2.52%
$11.25 - $12.08 $185K - $198K
668K $7.61M
XCEM
Columbia ETF Tr Ii

ETFs
13.2K
+ 7.61%
$29.6 - $32.67 $392K - $432K
187K $5.54M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
453
+ 0.74%
$32.75 - $35.81 $14.8K - $16.2K
61.3K $2.02M
TAXF
American Centy ETF Tr Diversif

ETFs
2.18K
+ 1.07%
$49.94 - $51.44 $109K - $112K
206K $10.3M
VPU
Vanguard Utilities ETF

ETFs
2.04K
+ 4.36%
$160.52 - $179.11 $327K - $365K
48.8K $7.97M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
4.25K
+ 2.14%
$89.9 - $100.66 $382K - $428K
203K $18.3M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
14.8K
+ 8.2%
$11.91 - $14.14 $176K - $209K
195K $2.38M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
162K
+ 4.42%
$24.94 - $26.14 $4.05M - $4.24M
3.84M $95.9M
FNDA
Schwab Fundamental U S Small C

ETFs
105K
+ 95.34%
$29.26 - $59.11 $3.06M - $6.18M
214K $6.36M
FEM
First Trust Emerging Markets A

ETFs
7.01K
+ 4.14%
$22.03 - $24.21 $154K - $170K
176K $3.88M
TBLD
Thornburg Income Builder Opportunities Trust

ETFs
266
+ 0.23%
$15.88 - $17.71 $4.22K - $4.71K
118K $1.92M
HEI
Heico Corp

Industrials
328
+ 3.03%
$237.06 - $279.02 $77.8K - $91.5K
11.2K $2.65M
OTIS
Otis Worldwide Corp

Industrials
591
+ 2.84%
$92.57 - $106.01 $54.7K - $62.7K
21.4K $1.98M
AMAT
Applied Materials Inc

Technology
6.37K
+ 20.6%
$161.44 - $213.89 $1.03M - $1.36M
37.3K $6.06M
CORP
Pimco Investment Grade Corp Bd

ETFs
828
+ 1.38%
$95.1 - $99.41 $78.7K - $82.3K
61K $5.8M
ITW
Illinois Tool Works Inc

Industrials
737
+ 1.65%
$253.56 - $278.5 $187K - $205K
45.5K $11.5M
AGNC
Agnc Investment Corp.

Real Estate
3.62K
+ 1.97%
$9.21 - $10.59 $33.3K - $38.3K
187K $1.73M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
890
+ 0.47%
$77.86 - $79.27 $69.3K - $70.6K
189K $14.7M
SYLD
Cambria Shareholder Yld ETF

ETFs
2.08K
+ 2.33%
$68.06 - $76.27 $141K - $158K
91.4K $6.26M
PFG
Principal Financial Group Inc

Financial Services
26
+ 0.1%
$74.91 - $91.26 $1.95K - $2.37K
25.8K $2M
IYH
Ishares Tr

ETFs
7.14K
+ 7.48%
$57.53 - $65.24 $411K - $466K
103K $5.98M
BHK
Blackrock Core Bond Trust

Financial Services
13.3K
+ 5.59%
$10.39 - $12.03 $138K - $160K
251K $2.62M
HII
Huntington Ingalls Industries, Inc.

Industrials
1.39K
+ 20.69%
$184.96 - $264.65 $257K - $367K
8.09K $1.53M
WPM
Wheaton Precious Metals Corp.

Basic Materials
2.26K
+ 2.95%
$56.08 - $68.53 $127K - $155K
78.9K $4.44M
ELAN
Elanco Animal Health Inc

Healthcare
8.85K
+ 6.32%
$11.63 - $14.67 $103K - $130K
149K $1.8M
LEN
Lennar Corp

Consumer Cyclical
432
+ 6.46%
$136.2 - $188.96 $58.8K - $81.6K
7.12K $970K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
142
+ 0.11%
$30.48 - $34.2 $4.33K - $4.86K
129K $3.93M
SNY
Sanofi

Healthcare
3.21K
+ 6.14%
$45.89 - $57.31 $147K - $184K
55.6K $2.68M
EEM
Ishares Msci Emerging Markets

ETFs
699
+ 0.76%
$41.82 - $47.36 $29.2K - $33.1K
92.2K $3.86M
LVHD
Franklin U.S. Low Volatility H

ETFs
463
+ 0.3%
$38.29 - $41.26 $17.7K - $19.1K
157K $6.04M
STX
Seagate Technology Holdings PLC

Technology
200
+ 1.26%
$86.31 - $112.64 $17.3K - $22.5K
16.1K $1.39M
KMB
Kimberly Clark Corp

Consumer Defensive
457
+ 1.23%
$130.37 - $146.09 $59.6K - $66.8K
37.6K $4.93M
OLED
Universal Display Corp Pa

Technology
170
+ 2.72%
$146.2 - $213.81 $24.9K - $36.3K
6.42K $938K
PDI
Pimco Dynamic Income Fund

Financial Services
40.4K
+ 6.88%
$18.33 - $20.85 $740K - $842K
627K $11.5M
RODM
Hartford Multifactor Developed

ETFs
37.7K
+ 5.39%
$28.36 - $30.42 $1.07M - $1.15M
737K $21M
PSX
Phillips 66

Energy
1.98K
+ 5.66%
$110.35 - $138.93 $218K - $274K
36.9K $4.2M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
11.3K
+ 7.25%
$79.93 - $88.06 $905K - $997K
168K $13.4M
FIW
First Trust Water ETF

ETFs
855
+ 1.3%
$102.02 - $110.91 $87.2K - $94.8K
66.5K $6.78M
URI
United Rentals, Inc.

Industrials
439
+ 6.58%
$704.44 - $880.32 $309K - $386K
7.11K $5.01M
NKE
Nike, Inc.

Consumer Cyclical
7.4K
+ 9.83%
$73.36 - $89.13 $543K - $659K
82.7K $6.26M
RTX
Raytheon Technologies Corp

Industrials
4.28K
+ 2.59%
$114.45 - $127.21 $490K - $544K
169K $19.6M
UL
Unilever PLC

Consumer Defensive
2.12K
+ 3.37%
$56.7 - $64.64 $120K - $137K
64.9K $3.68M
SOXX
Ishares Semiconductor ETF

ETFs
751
+ 2.01%
$211.27 - $239.8 $159K - $180K
38.2K $8.23M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
18.5K
+ 4.96%
$27.88 - $30.51 $517K - $566K
392K $11M
AEP
American Electric Power CO Inc

Utilities
1.51K
+ 2.72%
$90.91 - $102.21 $137K - $154K
56.9K $5.25M
CEG
Constellation Energy Corp

Utilities
1.35K
+ 6.16%
$224.28 - $285.52 $302K - $385K
23.2K $5.22M
WMS
Advanced Drainage Systems, Inc.

Industrials
515
+ 4.05%
$114.63 - $163.52 $59K - $84.2K
13.2K $1.53M
IVE
Ishares S&P 500 Value ETF

ETFs
4.01K
+ 2.03%
$189.5 - $206.17 $759K - $826K
201K $38.4M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
121K
+ 100.18%
$18.41 - $40.87 $2.23M - $4.96M
242K $4.48M
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
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