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
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
20.3K
New
$29.02 - $34.76 $589K - $705K
20.3K $616K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
11.1K
+ 22.0%
$94.32 - $110.46 $1.05M - $1.23M
61.7K $5.96M
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
26.7K
New
$21.04 - $21.64 $562K - $578K
26.7K $562K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.84K
+ 2.37%
$126.11 - $135.06 $358K - $383K
122K $15.8M
APP
App Lovin Corp

Technology
2.13K
+ 241.88%
$238.08 - $510.13 $507K - $1.09M
3.01K $798K
GH
Guardant Health, Inc.

Healthcare
11.2K
New
$31.77 - $49.94 $354K - $557K
11.2K $475K
FFIV
F5, Inc.

Technology
1.76K
New
$251.75 - $310.6 $443K - $547K
1.76K $468K
HD
Home Depot, Inc.

Consumer Cyclical
2.85K
+ 10.56%
$347.25 - $424.87 $991K - $1.21M
29.9K $11M
NET
Cloudflare, Inc.

Technology
1.88K
+ 5.18%
$110.71 - $176.5 $208K - $332K
38.2K $4.31M
BSX
Boston Scientific Corp

Healthcare
3.75K
New
$89.38 - $106.18 $335K - $398K
3.75K $377K
ENVA
Enova International, Inc.

Financial Services
3.25K
New
$87.18 - $116.49 $283K - $378K
3.25K $313K
GE
General Electric CO

Industrials
174
+ 2.12%
$168.59 - $212.13 $29.3K - $36.9K
8.39K $1.68M
AJG
Arthur J. Gallagher & Co.

Financial Services
242
+ 7.66%
$275.89 - $345.24 $66.8K - $83.5K
3.4K $1.17M
HYG
Ishares Tr

ETFs
3.07K
+ 12.9%
$78.51 - $80.11 $241K - $246K
26.8K $2.12M
VO
Vanguard Mid Cap ETF

ETFs
1.74K
+ 4.68%
$251.87 - $277.95 $438K - $483K
38.9K $10.1M
GRMN
Garmin LTD

Technology
1.12K
New
$204.55 - $241.93 $228K - $270K
1.12K $242K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
4.59K
+ 46.59%
$36.05 - $45.61 $166K - $209K
14.4K $573K
MS
Morgan Stanley

Financial Services
1.81K
New
$111.68 - $141.08 $202K - $255K
1.81K $211K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
218
+ 3.48%
$132.75 - $177.12 $28.9K - $38.6K
6.49K $990K
IBM
International Business Machines Corp

Technology
245
+ 24.38%
$217.4 - $264.74 $53.3K - $64.9K
1.25K $310K
CSCO
Cisco Systems, Inc.

Technology
1.15K
+ 22.18%
$58.74 - $64.87 $67.7K - $74.7K
6.35K $391K
TM
Toyota Motor Corp

Consumer Cyclical
3.51K
+ 11.7%
$176.53 - $195.35 $619K - $685K
33.5K $5.91M
WMT
Walmart Inc.

Consumer Defensive
880
+ 30.29%
$84.5 - $105.05 $74.4K - $92.4K
3.79K $332K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.69K
+ 1.44%
$169.43 - $182.84 $287K - $310K
119K $20.6M
FTCS
First Trust Capital Strength E

ETFs
408
+ 3.76%
$86.39 - $91.35 $35.2K - $37.3K
11.2K $1.01M
SLV
I Shares Silver Trust

ETFs
180
+ 2.16%
$26.93 - $31.32 $4.85K - $5.64K
8.53K $264K
PLD
Prologis, Inc.

Real Estate
158
+ 7.4%
$103.59 - $124.04 $16.4K - $19.6K
2.29K $256K
FPE
First Tr Pfd Secs & Income ETF

ETFs
2.08K
+ 1.44%
$17.53 - $17.87 $36.5K - $37.2K
146K $2.58M
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
1.36K
+ 12.81%
$26.06 - $28.54 $35.5K - $38.8K
12K $313K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
6
+ 0.15%
$68.32 - $75.06 $410 - $450
3.96K $295K
QCOM
Qualcomm Inc

Technology
111
+ 2.68%
$151.94 - $175.86 $16.9K - $19.5K
4.25K $653K
IOT
Samsara Inc.

Technology
1.21K
+ 22.3%
$34.06 - $60.96 $41.2K - $73.8K
6.64K $254K
OKE
Oneok Inc

Energy
269
+ 2.77%
$89.57 - $109.85 $24.1K - $29.5K
9.98K $990K
CBRE
Cbre Group, Inc.

Real Estate
127
+ 7.6%
$121.79 - $147.13 $15.5K - $18.7K
1.8K $235K
VFH
Vanguard Financial ETF

ETFs
39
+ 1.85%
$114.07 - $127.34 $4.45K - $4.97K
2.14K $256K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
288
+ 1.32%
$23.03 - $23.17 $6.63K - $6.67K
22.2K $510K
BSJR
Invesco Indx Tr

ETFs
49
+ 0.23%
$22.4 - $22.69 $1.1K - $1.11K
21.2K $475K
Pimco ETF Tr
5.03K
New
N/A
5.03K $0
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
40.7K
+ 478.2%
N/A
49.2K $0
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
99
+ 0.45%
$23.19 - $23.5 $2.3K - $2.33K
22K $509K
DVOL
First Tr ETF Vi Dorsey Wright
903
+ 2.43%
N/A
38K $0
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
37
+ 0.16%
$21.64 - $22.08 $801 - $817
23.6K $510K
XDEC
First Tr ETF Viii Cboe Vest U

ETFs
54
+ 0.6%
$36.38 - $38.05 $1.96K - $2.05K
9.01K $331K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.08K
+ 9.74%
$40.03 - $46.81 $43.2K - $50.6K
12.2K $495K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
57
+ 1.27%
$196.12 - $229.48 $11.2K - $13.1K
4.53K $915K
MAR
Marriott International Inc

Consumer Cyclical
90
+ 9.16%
$237.01 - $304.45 $21.3K - $27.4K
1.07K $255K
PPG
Ppg Industries Inc

Basic Materials
54
+ 1.96%
$107.44 - $124.29 $5.8K - $6.71K
2.81K $307K
DWAW
Advisorshares Tr Dorsey Wright

ETFs
133
+ 1.44%
$36.16 - $42.48 $4.81K - $5.65K
9.4K $347K
IRM
Iron Mountain Inc

Real Estate
1.75K
+ 18.15%
$82.79 - $111.31 $145K - $195K
11.4K $982K
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
Track This Portfolio

Track Private Advisory Group LLC Portfolio

Follow Private Advisory Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Private Advisory Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Advisory Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email