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
LVHI
Franklin International Low Vol

ETFs
11.8K
+ 4.41%
$30.53 - $32.85 $361K - $388K
280K $9.06M
WMB
Williams Companies, Inc.

Energy
4.41K
+ 4.06%
$54.02 - $61.09 $238K - $269K
113K $6.74M
CGCP
Capital Group Core Plus Income

ETFs
34.6K
+ 9.94%
$21.94 - $22.64 $758K - $783K
382K $8.58M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
43.9K
+ 19.63%
$18.18 - $18.58 $798K - $815K
267K $4.96M
ELV
Elevance Health, Inc.

Healthcare
468
+ 4.93%
$365.9 - $436.25 $171K - $204K
9.97K $4.34M
AIQ
Global X Funds Global X Artifi

ETFs
29.6K
+ 26.63%
$36.38 - $42.77 $1.08M - $1.27M
141K $5.12M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
11K
+ 5.62%
N/A
207K $15.5M
INTU
Intuit Inc

Technology
1.55K
+ 17.26%
$555.63 - $630.23 $863K - $979K
10.6K $6.48M
CB
Chubb LTD

Financial Services
1.1K
+ 5.88%
$257.71 - $301.99 $284K - $333K
19.8K $5.99M
PSLV
Sprott Physical Silver Trust

Financial Services
19.7K
+ 6.59%
$9.86 - $11.68 $194K - $230K
319K $3.7M
SCHP
Schwab Strategic Us Tips ETF

ETFs
23.9K
+ 17.59%
$25.69 - $26.89 $614K - $643K
160K $4.3M
BSX
Boston Scientific Corp

Healthcare
3.73K
+ 10.81%
$89.38 - $106.18 $334K - $396K
38.3K $3.86M
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
53.4K
+ 45.41%
$13.33 - $14.08 $712K - $752K
171K $2.37M
SHEN
Shenandoah Telecommunications CO

Communication Services
61.8K
+ 32.77%
$10.5 - $13.48 $649K - $833K
250K $3.15M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
20.9K
+ 13.36%
$50.25 - $55.9 $1.05M - $1.17M
178K $9.15M
ETR
Entergy Corp

Utilities
6.8K
+ 36.83%
$75.26 - $87.89 $511K - $597K
25.3K $2.16M
PSEC
Prospect Capital Corp

Financial Services
204K
+ 53.03%
$4.1 - $4.45 $838K - $909K
590K $2.42M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
83.6K
+ 14.14%
$11.22 - $11.8 $937K - $986K
675K $7.57M
DG
Dollar General Corp

Consumer Defensive
7.69K
+ 126.76%
$68.44 - $87.93 $526K - $676K
13.8K $1.21M
RWL
Invesco Exchange Traded Fd Tr

ETFs
5.43K
+ 3.85%
$96.9 - $104.39 $526K - $567K
147K $14.6M
MGF
Mfs Government Markets Income Trust

Financial Services
211K
+ 33.65%
$3.03 - $3.17 $640K - $670K
839K $2.66M
BA
Boeing CO

Industrials
6.78K
+ 10.02%
$148.15 - $186.25 $1.01M - $1.26M
74.5K $12.7M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.59K
+ 0.42%
$126.11 - $135.06 $201K - $215K
377K $48.6M
NHI
National Health Investors Inc

Real Estate
9.35K
+ 159.49%
$65.79 - $76.06 $615K - $711K
15.2K $1.12M
SPOT
Spotify Technology S.A.

Communication Services
692
+ 21.23%
$457.79 - $648.32 $317K - $449K
3.95K $2.17M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
242
+ 3.36%
$402.49 - $513.76 $97.4K - $124K
7.45K $3.61M
BKNG
Booking Holdings Inc.

Consumer Cyclical
343
+ 14.14%
$4295.4 - $5141.88 $1.47M - $1.76M
2.77K $12.8M
VNQ
Vanguard Specialized Funds Van

ETFs
5.59K
+ 4.24%
$85.55 - $94.34 $479K - $528K
137K $12.4M
SCHW
Schwab Charles Corp

Financial Services
3.54K
+ 3.6%
$71.24 - $83.64 $252K - $296K
102K $7.96M
AWK
American Water Works Company, Inc.

Utilities
1.65K
+ 8.51%
$121.01 - $149.31 $199K - $246K
21K $3.1M
EQT
Eqt Corp

Energy
11.4K
+ 110.87%
$46.16 - $54.25 $527K - $620K
21.7K $1.16M
CIFR
Cipher Mining Inc.

Financial Services
501K
+ 249.26%
$2.3 - $6.08 $1.15M - $3.05M
702K $1.61M
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
105K
+ 29.1%
$3.88 - $4.37 $406K - $457K
464K $2.03M
MEAR
Blackrock Short Maturity Munic

ETFs
13K
+ 33.59%
$49.97 - $50.36 $652K - $657K
51.9K $2.61M
KMI
Kinder Morgan, Inc.

Energy
15.6K
+ 8.69%
$26.1 - $31.22 $406K - $486K
195K $5.55M
BSJR
Invesco Indx Tr

ETFs
28.7K
+ 69.31%
$22.4 - $22.69 $643K - $651K
70.1K $1.57M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
8.32K
+ 28.91%
$56.44 - $64.13 $470K - $534K
37.1K $2.28M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
13.6K
+ 84.24%
$47.03 - $47.8 $641K - $651K
29.8K $1.4M
MU
Micron Technology Inc

Technology
4.17K
+ 4.25%
$86.89 - $109.38 $363K - $456K
102K $8.89M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
30.9K
+ 8.11%
$19.42 - $19.54 $600K - $604K
412K $8.02M
MGV
Vanguard Mega Cap Value

ETFs
1.56K
+ 1.48%
$123.61 - $133.01 $193K - $207K
107K $13.8M
GOLD
Barrick Gold Corp

Basic Materials
246
+ 0.16%
$15.45 - $19.56 $3.8K - $4.81K
154K $3M
LNC
Lincoln National Corp

Financial Services
11.4K
+ 25.21%
$30.06 - $39.23 $344K - $449K
56.8K $2.04M
MCHI
Ishares Msci China ETF

ETFs
10.3K
+ 207.01%
$43.71 - $58.65 $449K - $602K
15.2K $828K
SYK
Stryker Corp

Healthcare
1.07K
+ 6.69%
$355.18 - $399.9 $381K - $429K
17.1K $6.37M
CSTM
Constellium Se

Basic Materials
59.5K
+ 148.23%
$9.07 - $12.27 $540K - $730K
99.7K $1.01M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
4.45K
+ 2.37%
$47.08 - $50.67 $209K - $225K
192K $9.65M
VLO
Valero Energy Corp

Energy
1.2K
+ 2.69%
$121.76 - $142.99 $146K - $172K
45.9K $6.06M
D
Dominion Energy, Inc

Utilities
5.89K
+ 5.33%
$52.85 - $57.43 $311K - $338K
116K $6.53M
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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