Private Advisory Group LLC Purchases in Q1 2025

Private Advisory Group LLC

  • $883 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ORCL
Oracle Corp

Technology
87.7K
+ 1093.58%
$139.81 - $186.47 $12.3M - $16.4M
95.8K $13.4M
JHX
James Hardie Industries PLC

Basic Materials
397K
New
$23.56 - $34.63 $9.35M - $13.7M
397K $9.35M
CEG
Constellation Energy Corp

Utilities
33K
+ 642.69%
$201.63 - $347.44 $6.65M - $11.5M
38.1K $7.68M
TOL
Toll Brothers, Inc.

Consumer Cyclical
56.7K
New
$103.02 - $140.69 $5.84M - $7.97M
56.7K $5.98M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
117K
New
$50.48 - $51.04 $5.89M - $5.96M
117K $5.92M
SRLN
Ssga Active Trust

ETFs
142K
New
$41.02 - $41.99 $5.83M - $5.96M
142K $5.84M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
270K
+ 2842.88%
$20.7 - $21.15 $5.6M - $5.72M
280K $5.79M
JBBB
Janus Detroit Str Tr Henderson

ETFs
109K
New
$48.34 - $49.66 $5.28M - $5.42M
109K $5.31M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
218K
New
$23.9 - $24.43 $5.2M - $5.31M
218K $5.24M
CBOE
Cboe Global Markets, Inc.

Financial Services
18.4K
+ 290.49%
$190.84 - $226.29 $3.5M - $4.16M
24.7K $5.59M
BA
Boeing CO

Industrials
23.9K
New
$148.15 - $186.25 $3.54M - $4.45M
23.9K $4.07M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.63K
+ 13.69%
$442.66 - $534.52 $1.61M - $1.94M
30.1K $16M
LEN
Lennar Corp

Consumer Cyclical
38.9K
+ 99.22%
$113.93 - $141.54 $4.43M - $5.5M
78K $8.96M
KRE
Spdr S&P Regional Banking ETF

ETFs
69.8K
+ 68.62%
$55.11 - $65.5 $3.85M - $4.57M
172K $9.75M
PG
Procter & Gamble CO

Consumer Defensive
19.6K
+ 53.23%
$158.56 - $176.26 $3.11M - $3.46M
56.5K $9.63M
EWY
Ishares Inc Msci South Korea E

ETFs
46K
+ 16.5%
$51.16 - $58.46 $2.35M - $2.69M
324K $17.5M
JNJ
Johnson & Johnson

Healthcare
16.3K
+ 61.79%
$142.06 - $167.7 $2.31M - $2.73M
42.7K $7.08M
GBIL
Goldman Sachs Access Treasury

ETFs
31.1K
+ 180.19%
$99.85 - $100.19 $3.1M - $3.11M
48.3K $4.84M
XLRE
Select Sector Spdr Tr Real Est

ETFs
67.3K
+ 43.21%
$39.18 - $43.52 $2.64M - $2.93M
223K $9.34M
IWC
Russell Micro Cap ETF

ETFs
33.5K
+ 76.41%
$110.91 - $133.46 $3.71M - $4.47M
77.3K $8.57M
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
71.5K
New
$37.78 - $43.82 $2.7M - $3.13M
71.5K $2.83M
COST
Costco Wholesale Corp

Consumer Defensive
1.98K
+ 7.29%
$890.62 - $1076.86 $1.76M - $2.13M
29.1K $27.6M
CRM
Salesforce, Inc.

Technology
12.8K
+ 90.19%
$268.36 - $359.95 $3.44M - $4.61M
27K $7.25M
GVIP
Goldman Sachs Hedge Ind Vip Et

ETFs
18.5K
New
$115.13 - $136.09 $2.13M - $2.52M
18.5K $2.18M
ELV
Elevance Health, Inc.

Healthcare
2.11K
+ 14.69%
$365.9 - $436.25 $774K - $922K
16.5K $7.18M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
63.2K
+ 182.94%
$29.34 - $31.31 $1.85M - $1.98M
97.7K $2.9M
MA
Mastercard Inc

Financial Services
2.52K
+ 22.8%
$504.67 - $576.31 $1.27M - $1.45M
13.6K $7.43M
HOOD
Robinhood Markets, Inc.

Technology
35K
New
$35.63 - $65.28 $1.25M - $2.29M
35K $1.46M
VRT
Vertiv Holdings CO

Industrials
15.6K
+ 23.12%
N/A
83K $7.19M
ASML
Asml Holding Nv

Technology
2.57K
+ 20.85%
$662.63 - $776.99 $1.7M - $1.99M
14.9K $9.86M
JPM
Jpmorgan Chase & CO

Financial Services
4.37K
+ 20.9%
$225.19 - $279.95 $983K - $1.22M
25.3K $6.2M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
23.7K
+ 29.01%
$68.37 - $87.97 $1.62M - $2.09M
106K $7.23M
FTNT
Fortinet, Inc.

Technology
12K
New
$92.49 - $114.57 $1.11M - $1.38M
12K $1.16M
SCHW
Schwab Charles Corp

Financial Services
9.37K
+ 10.9%
$71.24 - $83.64 $667K - $783K
95.3K $7.46M
LYV
Live Nation Entertainment, Inc.

Communication Services
7.77K
New
$115.79 - $154.66 $900K - $1.2M
7.77K $1.01M
TPL
Texas Pacific Land Corp

Energy
756
New
$1180.08 - $1431.01 $892K - $1.08M
756 $1M
ITOT
Ishares Core S&P Total U.S. St

ETFs
8.09K
New
$120.29 - $134.6 $973K - $1.09M
8.09K $986K
NFLX
Netflix Inc

Communication Services
19
+ 0.08%
$828.4 - $1058.6 $15.7K - $20.1K
23.4K $21.8M
PLTR
Palantir Technologies Inc.

Technology
9.66K
+ 52.5%
$64.98 - $124.62 $628K - $1.2M
28.1K $2.37M
RPG
Invesco Exchange Traded Fd Tr

ETFs
24.5K
New
$37.33 - $45.03 $916K - $1.1M
24.5K $938K
BROS
Dutch Bros Inc.

Consumer Cyclical
14.7K
New
$55.77 - $85.37 $822K - $1.26M
14.7K $910K
C
Citigroup Inc

Financial Services
12K
+ 20.79%
$67.23 - $84.63 $805K - $1.01M
69.6K $4.94M
LRN
Stride, Inc.

Consumer Defensive
6.53K
New
$106.34 - $142.28 $694K - $929K
6.53K $825K
TPR
Tapestry, Inc.

Consumer Cyclical
10.7K
New
$65.63 - $89.21 $700K - $951K
10.7K $750K
OILK
Proshares Tr K 1 Free Crude Oi

ETFs
16.8K
+ 199.74%
$40.66 - $47.4 $683K - $797K
25.2K $1.1M
FPX
First Trust Us Equity Opportun

ETFs
6.16K
New
$106.21 - $143.53 $654K - $884K
6.16K $687K
DASH
Door Dash, Inc.

Communication Services
3.23K
+ 58.16%
$168.37 - $213.38 $544K - $689K
8.78K $1.6M
EMLP
First Tr Exchange Traded Iv

ETFs
17.4K
+ 287.99%
$35.79 - $38.28 $623K - $667K
23.5K $879K
RL
Ralph Lauren Corp

Consumer Cyclical
2.98K
New
$215.68 - $286.74 $643K - $855K
2.98K $658K
Activity Summary
Buys All Purchases 112 New Holdings 29 Increased Positions 83 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 2 Puts 2
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