Private Advisor Group, LLC Incresed Positions in Q2 2025

Private Advisor Group, LLC

  • $17.5 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PFM
Invesco Exchange Traded Fd Tr

ETFs
17K
+ 55.85%
$41.05 - $48.17 $697K - $818K
47.4K $2.28M
AOK
Ishares Tr Core Conservative A

ETFs
21.9K
+ 137.96%
$36.09 - $39.07 $791K - $856K
37.8K $1.48M
DFIC
Dimensional ETF Tr Dimensional

ETFs
22.4K
+ 41.73%
$24.94 - $31.15 $559K - $699K
76.2K $2.37M
FAST
Fastenal CO

Industrials
94.6K
+ 108.51%
$40.65 - $83.16 $3.84M - $7.86M
182K $7.63M
SHW
Sherwin Williams CO

Basic Materials
2.83K
+ 14.91%
$313.51 - $363.51 $888K - $1.03M
21.8K $7.49M
DFAU
Dimensional ETF Tr

ETFs
4.16K
+ 2.39%
$34.04 - $42.36 $142K - $176K
178K $7.56M
TDG
Trans Digm Group Inc

Industrials
361
+ 16.04%
$1231.75 - $1520.64 $445K - $549K
2.61K $3.97M
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
1.64K
+ 1.09%
$47.24 - $58.55 $77.6K - $96.1K
152K $8.89M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
16.6K
+ 9.7%
$50.1 - $51.02 $833K - $848K
188K $9.59M
SYK
Stryker Corp

Healthcare
1.07K
+ 6.26%
$337.37 - $395.63 $361K - $423K
18.2K $7.19M
FDVV
Fidelity High Dividend ETF

ETFs
11.1K
+ 11.47%
$43.6 - $52.02 $483K - $576K
108K $5.6M
UTG
Reaves Utility Income Fund

Financial Services
9.14K
+ 6.95%
$29.08 - $36.18 $266K - $331K
141K $5.09M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
2.73K
+ 2.01%
$28.98 - $37.18 $79.1K - $101K
138K $5.14M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
5.96K
+ 8.74%
$72.32 - $86.4 $431K - $515K
74.2K $6.41M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
17.9K
+ 10.36%
$17.76 - $22.1 $319K - $397K
191K $4.22M
DFIS
Dimensional ETF Tr Dimensional

ETFs
14.4K
+ 15.65%
$23.2 - $29.84 $334K - $429K
106K $3.17M
VRT
Vertiv Holdings CO

Industrials
9.21K
+ 10.46%
N/A
97.3K $8.43M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
11K
+ 4.75%
$19.1 - $23.83 $210K - $261K
242K $5.76M
PINS
Pinterest, Inc.

Communication Services
9.5K
+ 10.3%
$24.21 - $35.95 $230K - $342K
102K $3.65M
VDC
Vanguard Consumer Staples ETF

ETFs
3.51K
+ 8.52%
$204.89 - $224.73 $719K - $788K
44.7K $9.79M
BHK
Blackrock Core Bond Trust

Financial Services
113K
+ 39.07%
$9.5 - $11.0 $1.08M - $1.25M
404K $3.92M
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
22.4K
+ 38.42%
$24.57 - $29.72 $551K - $666K
80.8K $2.38M
MBB
Ishares Tr

ETFs
7.9K
+ 3.5%
$91.41 - $94.22 $722K - $744K
234K $21.9M
FDRR
Fidelity Covington Tr Divid Et

ETFs
111
+ 0.06%
$43.98 - $54.23 $4.88K - $6.02K
177K $9.59M
MDB
Mongo Db, Inc.

Technology
2.09K
+ 22.55%
$145.85 - $225.38 $305K - $472K
11.4K $2.39M
D
Dominion Energy, Inc

Utilities
12.4K
+ 10.69%
$49.66 - $58.0 $618K - $722K
129K $7.28M
PH
Parker Hannifin Corp

Industrials
327
+ 5.75%
$517.23 - $700.54 $169K - $229K
6.01K $4.2M
VIS
Vanguard Industrial ETF

ETFs
136
+ 0.63%
$220.04 - $280.07 $29.9K - $38.1K
21.7K $6.07M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
8.81K
+ 48.49%
$58.52 - $71.7 $515K - $631K
27K $1.85M
DUHP
Dimensional ETF Tr Dimensional

ETFs
12.3K
+ 10.65%
$29.36 - $35.56 $361K - $438K
128K $4.55M
PSI
Invesco Exchange Traded Fd Tr

ETFs
3.29K
+ 7.96%
$39.29 - $60.31 $129K - $199K
44.7K $2.68M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
5.59K
+ 28.68%
$95.74 - $115.54 $535K - $646K
25.1K $2.86M
FTC
First Tr Lge Cap Growth

ETFs
2.38K
+ 13.0%
$116.97 - $150.97 $278K - $359K
20.7K $3.12M
MGV
Vanguard Mega Cap Value

ETFs
3.53K
+ 3.3%
$114.87 - $131.25 $405K - $463K
111K $14.5M
CHDN
Churchill Downs Inc

Consumer Cyclical
7.39K
+ 230.74%
$87.99 - $111.79 $650K - $826K
10.6K $1.07M
MPC
Marathon Petroleum Corp

Energy
471
+ 1.52%
$118.55 - $170.08 $55.8K - $80.1K
31.5K $5.24M
UNP
Union Pacific Corp

Industrials
4.18K
+ 10.37%
$208.27 - $238.46 $871K - $997K
44.5K $10.2M
MTZ
Mastec Inc

Industrials
2.1K
+ 33.25%
$106.07 - $171.99 $223K - $361K
8.42K $1.43M
EPOL
Ishares Tr Msci Poland ETF

ETFs
7.98K
+ 7.81%
$24.54 - $32.26 $196K - $258K
110K $3.55M
QAI
Iq Hedge Multi Strategy Compos

ETFs
19.3K
+ 30.57%
$29.76 - $32.32 $576K - $625K
82.6K $2.67M
GWRE
Guidewire Software, Inc.

Technology
2.53K
+ 148.79%
$172.73 - $257.37 $437K - $651K
4.23K $995K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
3.62K
+ 1.74%
$51.81 - $61.79 $188K - $224K
211K $13.1M
RACE
Ferrari N.V.

Consumer Cyclical
1.11K
+ 56.66%
$397.86 - $499.02 $442K - $554K
3.07K $1.51M
IOO
Ishares Tr Global 100 ETF

ETFs
1.6K
+ 3.76%
$84.95 - $107.81 $136K - $173K
44.2K $4.77M
NUE
Nucor Corp

Basic Materials
3.78K
+ 20.11%
$103.22 - $131.43 $390K - $497K
22.6K $2.93M
IYC
Ishares U.S. Consumer Discreti

ETFs
3.62K
+ 14.11%
$79.19 - $99.64 $287K - $361K
29.3K $2.92M
EWZ
Ishares Inc Msci Brazil ETF

ETFs
15K
+ 20.94%
$23.44 - $28.85 $352K - $433K
86.8K $2.5M
WM
Waste Management Inc

Industrials
3.86K
+ 4.36%
$216.47 - $242.1 $835K - $934K
92.3K $21.1M
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.83K
+ 3.87%
$52.31 - $63.72 $200K - $244K
103K $6.56M
Activity Summary
Buys All Purchases 1403 New Holdings 228 Increased Positions 1175 Sells All Sells 924 Reductions 924 Sold out 0 Options Calls 42 Puts 34
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