Private Advisory Group LLC Purchases in Q3 2025

Private Advisory Group LLC

  • $1.15 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
24.7K
+ 56.75%
$546.99 - $602.2 $13.5M - $14.9M
68.2K $41M
INTC
Intel Corp

Technology
377K
New
$19.31 - $35.5 $7.28M - $13.4M
377K $12.6M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
118K
+ 69.56%
$100.37 - $100.74 $11.9M - $11.9M
288K $29M
NVO
Novo Nordisk A S

Healthcare
180K
+ 3357.69%
$45.38 - $71.7 $8.19M - $12.9M
186K $10.3M
POWL
Powell Industries Inc

Industrials
32.3K
New
$205.47 - $304.3 $6.64M - $9.83M
32.3K $9.81M
MDLZ
Mondelez International, Inc.

Consumer Defensive
155K
New
$60.9 - $70.75 $9.45M - $11M
155K $9.69M
VZ
Verizon Communications Inc

Communication Services
214K
New
$40.84 - $45.06 $8.73M - $9.63M
214K $9.4M
HQY
Healthequity, Inc.

Healthcare
95.5K
New
$87.42 - $103.12 $8.35M - $9.85M
95.5K $9.05M
GNRC
Generac Holdings Inc.

Industrials
46.6K
New
$146.61 - $202.85 $6.83M - $9.45M
46.6K $7.8M
TSLA
Tesla, Inc.

Consumer Cyclical
1.5K
+ 3.09%
$293.94 - $444.72 $442K - $669K
50.2K $22.3M
XLC
Select Sector Spdr Tr Communic

ETFs
38.8K
New
$105.99 - $119.41 $4.12M - $4.64M
38.8K $4.6M
HAL
Halliburton CO

Energy
122K
+ 35.13%
$20.5 - $25.11 $2.5M - $3.06M
469K $11.5M
MSFT
Microsoft Corp

Technology
3.11K
+ 2.27%
$491.09 - $535.64 $1.53M - $1.67M
140K $72.6M
XOM
Exxon Mobil Corp

Energy
34.9K
+ 36.17%
$105.83 - $117.22 $3.7M - $4.09M
131K $14.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
6.41K
+ 23.11%
$459.11 - $506.91 $2.94M - $3.25M
34.1K $17.2M
ASML
Asml Holding Nv

Technology
497
+ 3.25%
$689.63 - $968.09 $343K - $481K
15.8K $15.3M
XLRE
Select Sector Spdr Tr Real Est

ETFs
53.3K
+ 25.88%
$40.94 - $42.85 $2.18M - $2.28M
259K $10.9M
STX
Seagate Technology Holdings PLC

Technology
8.58K
New
$142.01 - $236.06 $1.22M - $2.03M
8.58K $2.03M
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
41.7K
+ 53.89%
$40.51 - $44.74 $1.69M - $1.86M
119K $5.12M
GVIP
Goldman Sachs Hedge Ind Vip Et

ETFs
9.91K
+ 39.0%
$137.12 - $154.36 $1.36M - $1.53M
35.3K $5.41M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
38K
+ 71.41%
$48.72 - $50.73 $1.85M - $1.93M
91.2K $4.5M
LLY
Eli Lilly & CO

Healthcare
2.78K
+ 15.54%
$625.65 - $812.69 $1.74M - $2.26M
20.7K $15.8M
MLPA
Global X Mlp ETF

ETFs
36.1K
+ 116.36%
$48.25 - $51.56 $1.74M - $1.86M
67.2K $3.25M
CEG
Constellation Energy Corp

Utilities
4.37K
+ 12.66%
$298.82 - $354.89 $1.31M - $1.55M
38.9K $12.8M
SOFI
So Fi Technologies, Inc.

Financial Services
57.4K
New
$17.64 - $29.81 $1.01M - $1.71M
57.4K $1.52M
FDM
First Trust Dow Jones Select M

ETFs
10.3K
+ 6.0%
$69.04 - $77.89 $713K - $805K
183K $13.8M
FIX
Comfort Systems Usa Inc

Industrials
1.7K
New
$521.66 - $825.18 $888K - $1.41M
1.7K $1.41M
RPG
Invesco Exchange Traded Fd Tr

ETFs
26.7K
New
$45.41 - $48.26 $1.21M - $1.29M
26.7K $1.28M
LQD
Ishares Iboxx $ Investment Gra

ETFs
11.2K
+ 135.26%
$107.66 - $112.36 $1.2M - $1.25M
19.4K $2.17M
MCHP
Microchip Technology Inc

Technology
19.4K
New
$60.95 - $75.26 $1.18M - $1.46M
19.4K $1.25M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
5.47K
+ 4.79%
$71.0 - $90.32 $389K - $494K
120K $9.22M
AXP
American Express CO

Financial Services
2.39K
+ 7.52%
$294.27 - $342.31 $702K - $816K
34.1K $11.3M
TTWO
Take Two Interactive Software Inc

Communication Services
3.3K
+ 27.88%
$217.37 - $259.96 $718K - $858K
15.1K $3.91M
EUSA
Ishares Msci Usa Equal Weighte

ETFs
2.38K
+ 1.17%
$99.08 - $103.57 $236K - $247K
207K $21.3M
HOOD
Robinhood Markets, Inc.

Technology
862
+ 4.78%
$91.27 - $143.18 $78.7K - $123K
18.9K $2.7M
EMB
Ishares Tr

ETFs
9.92K
+ 79.32%
$91.52 - $95.59 $908K - $948K
22.4K $2.13M
CCJ
Cameco Corp

Energy
10.7K
New
$70.47 - $86.89 $756K - $932K
10.7K $899K
IWM
Ishares Russell 2000 ETF

ETFs
2.12K
+ 15.06%
$214.92 - $244.84 $456K - $520K
16.2K $3.92M
FPX
First Trust Us Equity Opportun

ETFs
5.3K
New
$141.57 - $166.21 $751K - $881K
5.3K $881K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
10.7K
+ 200.11%
$72.65 - $78.68 $778K - $843K
16.1K $1.26M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
10.3K
+ 44.4%
$82.38 - $83.0 $852K - $859K
33.7K $2.79M
FAD
First Tr Multi Cap Growth Alph

ETFs
5.26K
New
$145.87 - $162.49 $768K - $855K
5.26K $845K
FTC
First Tr Lge Cap Growth

ETFs
5.24K
New
$149.47 - $162.84 $784K - $854K
5.24K $842K
VITL
Vital Farms, Inc.

Consumer Defensive
20.3K
New
$35.27 - $52.41 $715K - $1.06M
20.3K $834K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.19K
+ 2.44%
$62.09 - $66.51 $260K - $279K
176K $11.5M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.8K
+ 33.15%
$181.56 - $190.33 $690K - $723K
15.3K $2.89M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
3.99K
+ 2.48%
$42.26 - $47.16 $169K - $188K
165K $7.66M
VIG
Vanguard Dividend Appreciation

ETFs
4.28K
+ 40.17%
N/A
14.9K $2.72M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
1.42K
New
$311.12 - $482.13 $441K - $684K
1.42K $647K
Activity Summary
Buys All Purchases 137 New Holdings 39 Increased Positions 98 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 4 Puts 1
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