Private Advisory Group LLC Purchases in Q2 2025

Private Advisory Group LLC

  • $1.06 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
27.9K
+ 6.24%
$94.31 - $157.99 $2.63M - $4.41M
475K $75M
EUSA
Ishares Msci Usa Equal Weighte

ETFs
204K
New
$82.93 - $99.12 $16.9M - $20.2M
204K $20.2M
MSFT
Microsoft Corp

Technology
1.28K
+ 0.94%
$354.56 - $497.45 $453K - $635K
137K $68.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
21.3K
+ 95.94%
$416.06 - $551.64 $8.87M - $11.8M
43.5K $24M
UNH
Unitedhealth Group Inc

Healthcare
41.9K
New
$274.35 - $599.47 $11.5M - $25.1M
41.9K $13.1M
FDM
First Trust Dow Jones Select M

ETFs
172K
New
$55.48 - $71.63 $9.55M - $12.3M
172K $12.3M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
122K
+ 258.89%
$100.35 - $100.71 $12.3M - $12.3M
170K $17.1M
AVGO
Broadcom Inc.

Technology
6.63K
+ 7.19%
$146.29 - $275.65 $970K - $1.83M
98.8K $27.2M
NFLX
Netflix Inc

Communication Services
1.24K
+ 5.29%
$855.86 - $1339.13 $1.06M - $1.66M
24.6K $33M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
172K
New
$51.16 - $62.02 $8.78M - $10.6M
172K $10.6M
AXP
American Express CO

Financial Services
31.7K
New
$231.39 - $318.98 $7.34M - $10.1M
31.7K $10.1M
TGT
Target Corp

Consumer Defensive
99.6K
New
$88.76 - $105.77 $8.84M - $10.5M
99.6K $9.83M
MU
Micron Technology Inc

Technology
78.4K
New
$64.72 - $127.91 $5.07M - $10M
78.4K $9.66M
NET
Cloudflare, Inc.

Technology
32.5K
+ 84.91%
$97.08 - $195.83 $3.15M - $6.36M
70.7K $13.8M
GS
Goldman Sachs Group Inc

Financial Services
13.1K
+ 2243.84%
$462.22 - $707.75 $6.06M - $9.27M
13.7K $9.69M
RKT
Rocket Companies, Inc.

Financial Services
600K
New
$11.11 - $15.4 $6.66M - $9.23M
600K $8.5M
SHV
Ishares Tr

ETFs
73.9K
+ 782.32%
$110.06 - $110.46 $8.13M - $8.16M
83.3K $9.2M
META
Meta Platforms, Inc.

Communication Services
1.67K
+ 3.99%
$484.66 - $738.09 $809K - $1.23M
43.5K $32.1M
RH
Rh

Consumer Cyclical
40.4K
New
$145.66 - $249.35 $5.88M - $10.1M
40.4K $7.63M
AMZN
Amazon Com Inc

Consumer Cyclical
9.28K
+ 4.91%
$167.32 - $223.3 $1.55M - $2.07M
198K $43.5M
HAL
Halliburton CO

Energy
347K
New
$19.26 - $25.7 $6.68M - $8.92M
347K $7.07M
BAC
Bank Of America Corp

Financial Services
147K
New
$34.39 - $47.46 $5.04M - $6.95M
147K $6.93M
SPY
Spdr S&P 500 ETF Trust

ETFs
8.68K
+ 34.68%
$496.48 - $617.85 $4.31M - $5.36M
33.7K $20.8M
JPM
Jpmorgan Chase & CO

Financial Services
19K
+ 75.17%
$210.28 - $289.91 $3.99M - $5.5M
44.2K $12.8M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
149K
+ 1225.9%
$35.35 - $42.68 $5.27M - $6.36M
161K $6.87M
VFC
V F Corp

Consumer Cyclical
522K
New
$9.74 - $16.39 $5.09M - $8.56M
522K $6.14M
BA
Boeing CO

Industrials
16.1K
+ 67.25%
$136.59 - $217.51 $2.19M - $3.49M
40K $8.37M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.69K
+ 4.53%
$141.37 - $228.57 $380K - $614K
62K $14M
AMD
Advanced Micro Devices Inc

Technology
3.18K
+ 3.76%
$78.21 - $143.81 $248K - $457K
87.5K $12.4M
HYG
Ishares Tr

ETFs
40.4K
+ 150.52%
$75.75 - $80.65 $3.06M - $3.26M
67.2K $5.42M
JHX
James Hardie Industries PLC

Basic Materials
68K
+ 17.13%
$20.27 - $27.59 $1.38M - $1.88M
465K $12.5M
IWM
Ishares Russell 2000 ETF

ETFs
14.1K
New
$174.82 - $215.79 $2.46M - $3.04M
14.1K $3.04M
RBLX
Roblox Corp

Communication Services
28.4K
New
$51.22 - $105.59 $1.46M - $3M
28.4K $2.99M
TTWO
Take Two Interactive Software Inc

Communication Services
11.8K
New
$194.58 - $243.05 $2.3M - $2.88M
11.8K $2.88M
MSTR
Microstrategy Inc

Technology
5.99K
New
$237.95 - $421.61 $1.43M - $2.53M
5.99K $2.42M
ASML
Asml Holding Nv

Technology
417
+ 2.8%
$595.37 - $815.24 $248K - $340K
15.3K $12.3M
VIG
Vanguard Dividend Appreciation

ETFs
10.7K
New
N/A
10.7K $1.94M
GOOGL
Alphabet Inc.

Communication Services
8.37K
+ 55.05%
$144.7 - $178.6 $1.21M - $1.49M
23.6K $4.15M
HWM
Howmet Aerospace Inc.

Industrials
3.54K
+ 18.43%
$112.33 - $186.13 $398K - $660K
22.8K $4.24M
VTI
Vanguard Total Stock Market Et

ETFs
5.71K
New
$243.75 - $303.93 $1.39M - $1.73M
5.71K $1.73M
FTNT
Fortinet, Inc.

Technology
15.2K
+ 126.53%
$84.71 - $108.69 $1.29M - $1.66M
27.3K $2.88M
VNQ
Vanguard Specialized Funds Van

ETFs
19.1K
New
$79.79 - $91.42 $1.52M - $1.74M
19.1K $1.7M
MLPA
Global X Mlp ETF

ETFs
31.1K
New
$46.47 - $54.16 $1.44M - $1.68M
31.1K $1.56M
NRG
Nrg Energy, Inc.

Utilities
9.23K
New
$83.61 - $162.67 $771K - $1.5M
9.23K $1.48M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
19.5K
New
$57.46 - $75.58 $1.12M - $1.48M
19.5K $1.48M
FEP
First Trust Europe Alphadex Fu

ETFs
30.8K
New
$36.11 - $47.8 $1.11M - $1.47M
30.8K $1.47M
CELH
Celsius Holdings, Inc.

Consumer Defensive
31.4K
New
$33.89 - $46.39 $1.06M - $1.45M
31.4K $1.45M
FDD
First Trust Stoxx European Sel

ETFs
92.1K
New
$12.08 - $15.54 $1.11M - $1.43M
92.1K $1.43M
FKU
First Trust United Kingdom Alp

ETFs
30.1K
New
$35.99 - $46.89 $1.08M - $1.41M
30.1K $1.41M
Activity Summary
Buys All Purchases 111 New Holdings 57 Increased Positions 54 Sells All Sells 80 Reductions 80 Sold out 0 Options Calls 3 Puts 1
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