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
VO
Vanguard Mid Cap ETF

ETFs
20.6K
+ 9.89%
$251.87 - $277.95 $5.2M - $5.73M
229K $59.3M
IYG
Ishares Tr

ETFs
52.1K
+ 50.43%
$74.6 - $84.81 $3.88M - $4.42M
155K $12.2M
T
At&T Inc.

Communication Services
18.4K
+ 2.89%
$21.56 - $28.28 $397K - $520K
656K $18.5M
XLI
Industrial Sector Spdr

ETFs
32.5K
+ 9.29%
$128.78 - $141.67 $4.18M - $4.6M
382K $50.1M
MARA
Marathon Digital Holdings, Inc.

Financial Services
172K
+ 61.48%
N/A
452K $10.2M
DFAE
Dimensional ETF Tr

ETFs
143K
+ 55.77%
$24.64 - $26.86 $3.52M - $3.84M
399K $10.3M
MINO
Pimco ETF Tr Municipal Income

ETFs
84.4K
+ 64.07%
$44.44 - $45.83 $3.75M - $3.87M
216K $9.66M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
93.7K
+ 5.61%
$27.01 - $28.54 $2.53M - $2.67M
1.76M $49.3M
SLV
I Shares Silver Trust

ETFs
54.9K
+ 12.89%
$26.93 - $31.32 $1.48M - $1.72M
481K $14.9M
SPIB
Spdr Portfolio Intermediate Te

ETFs
87.4K
+ 5.72%
$32.5 - $33.3 $2.84M - $2.91M
1.61M $53.7M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
58.9K
+ 14.71%
$62.72 - $71.92 $3.69M - $4.23M
459K $28.9M
GCC
Wisdom Tree Continuous Commodity Index Fund

ETFs
164K
+ 44.13%
$18.9 - $20.05 $3.1M - $3.29M
537K $10.5M
MLPA
Global X Mlp ETF

ETFs
62.5K
+ 186.74%
$49.83 - $54.53 $3.11M - $3.41M
95.9K $5.11M
COST
Costco Wholesale Corp

Consumer Defensive
1.47K
+ 2.11%
$890.62 - $1076.86 $1.31M - $1.58M
71.2K $67.3M
PM
Philip Morris International Inc.

Consumer Defensive
1.42K
+ 1.7%
$117.15 - $158.79 $166K - $225K
85K $13.5M
OEF
Ishares S&P 100 ETF

ETFs
12.8K
+ 51.61%
N/A
37.7K $10M
KO
Coca Cola CO

Consumer Defensive
1.72K
+ 0.49%
$60.81 - $72.32 $104K - $124K
350K $25.1M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
140K
+ 127.17%
N/A
251K $5.96M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
72.6K
+ 76.39%
$42.18 - $45.16 $3.06M - $3.28M
168K $7.42M
RTX
Raytheon Technologies Corp

Industrials
3.38K
+ 1.99%
$114.1 - $135.66 $385K - $458K
173K $22.9M
IVE
Ishares S&P 500 Value ETF

ETFs
17.5K
+ 8.68%
$185.78 - $198.58 $3.24M - $3.47M
219K $41.7M
VRT
Vertiv Holdings CO

Industrials
36.5K
+ 70.76%
N/A
88.1K $7.63M
AUSF
Global X Fds Adaptive U S Fact

ETFs
61.3K
+ 28.08%
$41.68 - $43.97 $2.55M - $2.69M
279K $12.2M
AVEM
American Centy ETF Tr Avantis

ETFs
45.8K
+ 23.4%
$57.11 - $62.4 $2.62M - $2.86M
242K $14.5M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
58.3K
+ 52.13%
$67.24 - $84.27 $3.92M - $4.91M
170K $11.6M
IREN
Iris Energy LTD

Financial Services
496K
+ 4075.51%
$6.07 - $13.18 $3.01M - $6.54M
508K $3.09M
BMY
Bristol Myers Squibb CO

Healthcare
30.3K
+ 12.11%
$53.9 - $63.11 $1.63M - $1.91M
281K $17.1M
JD
Jd.Com, Inc.

Consumer Cyclical
61.3K
+ 91.06%
$33.1 - $45.21 $2.03M - $2.77M
129K $5.29M
HEQT
Simplify Exchange Traded Fds H
123K
+ 17.68%
$28.48 - $30.52 $3.51M - $3.76M
820K $23.4M
XYLD
Global X Fds S&P 500 Covered C

ETFs
90.1K
+ 32.59%
$39.02 - $42.89 $3.52M - $3.86M
367K $14.5M
MPWR
Monolithic Power Systems Inc

Technology
4.97K
+ 974.51%
$565.7 - $720.25 $2.81M - $3.58M
5.48K $3.18M
GTO
Invesco Actively Managed ETF T

ETFs
54.7K
+ 10.13%
$45.9 - $47.37 $2.51M - $2.59M
595K $27.9M
GTIP
Goldman Sachs ETF Tr Access In

ETFs
47.1K
+ 18.63%
$47.99 - $50.13 $2.26M - $2.36M
300K $15M
RDVY
First Trust Rising Dividend Ac

ETFs
67.3K
+ 3.67%
$57.22 - $63.39 $3.85M - $4.27M
1.9M $111M
CPNG
Coupang, Inc.

Consumer Cyclical
128K
+ 156.5%
$21.34 - $25.52 $2.72M - $3.26M
209K $4.59M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
72.6K
+ 18.5%
$27.47 - $30.62 $1.99M - $2.22M
465K $13.8M
WM
Waste Management Inc

Industrials
637
+ 0.73%
$200.54 - $233.78 $128K - $149K
88.5K $20.5M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
115K
+ 12.74%
$23.13 - $23.41 $2.67M - $2.7M
1.02M $23.7M
HYG
Ishares Tr

ETFs
34.2K
+ 20.28%
$78.51 - $80.11 $2.69M - $2.74M
203K $16M
DFAR
Dimensional ETF Tr Dimensional

ETFs
113K
+ 160.16%
$22.35 - $24.52 $2.54M - $2.78M
184K $4.38M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
53.4K
+ 21.36%
$44.68 - $46.49 $2.39M - $2.48M
304K $14.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
31K
+ 5.65%
$551.42 - $612.93 $17.1M - $19M
580K $324M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
52.2K
+ 16.57%
$44.72 - $46.25 $2.33M - $2.41M
367K $16.9M
AVLV
American Centy ETF Tr Avantis
46.4K
+ 19.42%
$63.51 - $70.42 $2.95M - $3.27M
286K $18.6M
FDL
First Tr Morningstar Dividend

ETFs
24K
+ 4.73%
$39.69 - $43.83 $952K - $1.05M
531K $23.1M
DE
Deere & CO

Industrials
846
+ 1.79%
$408.57 - $509.27 $346K - $431K
48.2K $22.6M
GD
General Dynamics Corp

Industrials
8.59K
+ 38.22%
$241.94 - $272.58 $2.08M - $2.34M
31K $8.46M
PDI
Pimco Dynamic Income Fund

Financial Services
79.6K
+ 12.69%
$18.51 - $20.05 $1.47M - $1.6M
707K $14M
EPI
Wisdomtree Tr India Earnings F

ETFs
64.1K
+ 31.66%
$40.08 - $45.85 $2.57M - $2.94M
266K $11.6M
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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