Private Advisory Group LLC Purchases in Q3 2024

Private Advisory Group LLC

  • $820 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
34.4K
New
$517.38 - $573.86 $17.8M - $19.7M
34.4K $19.7M
INTC
Intel Corp

Technology
343K
New
$18.9 - $34.87 $6.48M - $12M
343K $8.05M
AVGO
Broadcom Inc.

Technology
66.4K
+ 2676.48%
$136.27 - $1745.86 $9.04M - $116M
68.8K $11.9M
DAL
Delta Air Lines, Inc.

Industrials
152K
New
$37.32 - $51.8 $5.68M - $7.88M
152K $7.73M
NVO
Novo Nordisk A S

Healthcare
67.3K
+ 230.88%
$119.07 - $145.42 $8.01M - $9.78M
96.4K $11.5M
EWY
Ishares Inc Msci South Korea E

ETFs
94.9K
New
$59.44 - $68.96 $5.64M - $6.54M
94.9K $6.07M
CCJ
Cameco Corp

Energy
123K
New
$36.9 - $53.72 $4.55M - $6.62M
123K $5.89M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
79.5K
New
$41.77 - $67.84 $3.32M - $5.4M
79.5K $5.08M
XLRE
Select Sector Spdr Tr Real Est

ETFs
114K
New
$38.04 - $45.36 $4.32M - $5.15M
114K $5.07M
RDVY
First Trust Rising Dividend Ac

ETFs
70.3K
+ 317.05%
$53.68 - $59.24 $3.77M - $4.17M
92.5K $5.48M
C
Citigroup Inc

Financial Services
60.2K
New
$56.11 - $67.61 $3.38M - $4.07M
60.2K $3.77M
CRM
Salesforce, Inc.

Technology
12.3K
+ 1031.54%
$238.42 - $276.53 $2.93M - $3.4M
13.5K $3.69M
BILL
Bill.Com Holdings, Inc.

Technology
63.4K
New
$43.97 - $56.02 $2.79M - $3.55M
63.4K $3.34M
DDIV
First Tr Exchnge Traded Fd Vi

ETFs
81.7K
New
$32.65 - $37.02 $2.67M - $3.02M
81.7K $3M
GBIL
Goldman Sachs Access Treasury

ETFs
27.7K
+ 441.41%
$99.7 - $100.3 $2.76M - $2.77M
33.9K $3.4M
TLT
Ishares Barclays 20+ Year Trea

ETFs
26.5K
New
$89.91 - $101.33 $2.38M - $2.69M
26.5K $2.6M
FPE
First Tr Pfd Secs & Income ETF

ETFs
142K
New
$17.35 - $18.22 $2.46M - $2.58M
142K $2.56M
LQD
Ishares Iboxx $ Investment Gra

ETFs
22.6K
New
$106.11 - $113.72 $2.4M - $2.57M
22.6K $2.55M
AMD
Advanced Micro Devices Inc

Technology
14.9K
+ 25.86%
$128.67 - $183.96 $1.91M - $2.73M
72.3K $11.9M
DELL
Dell Technologies Inc.

Technology
22.2K
+ 296.32%
$87.89 - $145.97 $1.95M - $3.25M
29.7K $3.52M
HUM
Humana Inc

Healthcare
10.6K
+ 54.05%
$310.25 - $404.52 $3.27M - $4.27M
30.1K $9.52M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
188K
New
$11.03 - $18.11 $2.07M - $3.4M
188K $2.11M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
20.9K
New
$100.3 - $100.74 $2.09M - $2.1M
20.9K $2.1M
SHV
Ishares Tr

ETFs
18.6K
New
$110.05 - $110.63 $2.05M - $2.06M
18.6K $2.06M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.43K
+ 6.14%
$405.19 - $478.57 $577K - $682K
24.6K $11.3M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
6K
+ 5.35%
$117.9 - $128.2 $707K - $769K
118K $15.1M
MHK
Mohawk Industries Inc

Consumer Cyclical
10.7K
New
$108.83 - $162.7 $1.16M - $1.73M
10.7K $1.71M
TRGP
Targa Resources Corp.

Energy
11.3K
New
$127.86 - $156.46 $1.45M - $1.77M
11.3K $1.68M
HWM
Howmet Aerospace Inc.

Industrials
13.6K
+ 104.63%
$77.3 - $100.22 $1.05M - $1.36M
26.5K $2.66M
ASML
Asml Holding Nv

Technology
3.43K
+ 49.88%
$749.82 - $1098.95 $2.57M - $3.77M
10.3K $8.58M
ALB
Albemarle Corp

Basic Materials
15.2K
New
$72.85 - $100.09 $1.11M - $1.53M
15.2K $1.44M
QABA
First Trust Nasdaq Aba Communi

ETFs
27K
New
$44.7 - $55.98 $1.21M - $1.51M
27K $1.43M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
7.57K
+ 283.17%
$138.85 - $182.81 $1.05M - $1.38M
10.2K $1.82M
TDIV
First Trust Nasdaq Technology

ETFs
17.2K
New
$70.51 - $81.07 $1.21M - $1.4M
17.2K $1.38M
GE
General Electric CO

Industrials
3.61K
+ 15.2%
$156.66 - $189.66 $565K - $684K
27.4K $5.16M
TT
Trane Technologies PLC

Industrials
3.19K
New
$314.21 - $388.71 $1M - $1.24M
3.19K $1.24M
ADI
Analog Devices Inc

Technology
5.31K
+ 70.39%
$200.56 - $243.33 $1.07M - $1.29M
12.9K $2.96M
IRM
Iron Mountain Inc

Real Estate
10.1K
New
$89.69 - $119.32 $906K - $1.21M
10.1K $1.2M
STEP
Step Stone Group Inc.

Financial Services
19.5K
New
$44.49 - $57.92 $868K - $1.13M
19.5K $1.11M
CVLT
Commvault Systems Inc

Technology
6.69K
New
$119.99 - $155.51 $803K - $1.04M
6.69K $1.03M
MHO
M/I Homes, Inc.

Consumer Cyclical
5.97K
New
$116.02 - $172.21 $692K - $1.03M
5.97K $1.02M
UTHR
United Therapeutics Corp

Healthcare
2.75K
New
$311.04 - $363.55 $856K - $1M
2.75K $986K
GDDY
Go Daddy Inc.

Technology
6.28K
New
$141.41 - $167.41 $888K - $1.05M
6.28K $984K
VO
Vanguard Mid Cap ETF

ETFs
772
+ 2.18%
$237.84 - $263.83 $184K - $204K
36.3K $9.57M
KKR
Kkr & Co. Inc.

Financial Services
7.43K
New
$104.51 - $133.23 $777K - $990K
7.43K $970K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
8.78K
New
$80.44 - $110.41 $706K - $969K
8.78K $969K
FICO
Fair Isaac Corp

Technology
311
+ 40.23%
$1496.51 - $1947.38 $465K - $606K
1.08K $2.11M
CSL
Carlisle Companies Inc

Industrials
2.1K
New
$376.5 - $449.34 $791K - $945K
2.1K $944K
UBER
Uber Technologies, Inc

Technology
12.4K
New
$58.48 - $77.47 $724K - $959K
12.4K $930K
Activity Summary
Buys All Purchases 121 New Holdings 53 Increased Positions 68 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 1 Puts 1
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