Private Advisory Group LLC Incresed Positions 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
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
TSLA
Tesla, Inc.

Consumer Cyclical
1.5K
+ 3.09%
$293.94 - $444.72 $442K - $669K
50.2K $22.3M
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
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
FDM
First Trust Dow Jones Select M

ETFs
10.3K
+ 6.0%
$69.04 - $77.89 $713K - $805K
183K $13.8M
LQD
Ishares Iboxx $ Investment Gra

ETFs
11.2K
+ 135.26%
$107.66 - $112.36 $1.2M - $1.25M
19.4K $2.17M
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
IWM
Ishares Russell 2000 ETF

ETFs
2.12K
+ 15.06%
$214.92 - $244.84 $456K - $520K
16.2K $3.92M
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
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
APP
App Lovin Corp

Technology
579
+ 96.5%
$335.1 - $718.54 $194K - $416K
1.18K $847K
TGT
Target Corp

Consumer Defensive
16.8K
+ 16.85%
$86.56 - $107.43 $1.45M - $1.8M
116K $10.4M
VTI
Vanguard Total Stock Market Et

ETFs
1.42K
+ 24.86%
$303.93 - $329.86 $431K - $468K
7.12K $2.34M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.95K
+ 31.42%
$236.25 - $257.69 $460K - $501K
8.14K $2.09M
CWB
Spdr Bloomberg Convertible Sec

ETFs
4.99K
+ 28.53%
$82.29 - $90.77 $411K - $453K
22.5K $2.04M
XLK
Technology Sector Spdr

ETFs
321
+ 1.87%
$250.97 - $282.66 $80.6K - $90.7K
17.5K $4.92M
CVNA
Carvana Co.

Consumer Cyclical
1.16K
+ 52.55%
$326.09 - $392.66 $380K - $457K
3.38K $1.27M
XLF
Financial Sector Spdr

ETFs
7.44K
+ 10.85%
$51.37 - $54.25 $382K - $403K
76K $4.09M
PG
Procter & Gamble CO

Consumer Defensive
4.93K
+ 8.67%
$150.47 - $161.22 $742K - $795K
61.9K $9.51M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
7.62K
+ 13.93%
$50.82 - $51.09 $387K - $389K
62.3K $3.18M
HWM
Howmet Aerospace Inc.

Industrials
809
+ 3.55%
$171.0 - $196.23 $138K - $159K
23.6K $4.63M
TIP
Ishares Tr Tips Bd ETF

ETFs
3.19K
+ 14.64%
$109.11 - $111.88 $348K - $357K
25K $2.78M
BA
Boeing CO

Industrials
162
+ 0.41%
$209.79 - $237.38 $34K - $38.5K
40.1K $8.66M
HYLS
First Tr Tactical High Yield L

ETFs
6.19K
+ 9.37%
$41.62 - $42.32 $258K - $262K
72.2K $3.04M
FPE
First Tr Pfd Secs & Income ETF

ETFs
7.98K
+ 4.96%
$17.81 - $18.39 $142K - $147K
169K $3.08M
DVLU
First Tr ETF Vi Dorsey Wright

ETFs
2.92K
+ 10.31%
$29.58 - $33.6 $86.3K - $98K
31.2K $1.05M
FOXA
Fox Corp

Communication Services
508
+ 2.14%
$53.87 - $63.06 $27.4K - $32K
24.3K $1.53M
FTSL
First Trust Senior Ln Fund

ETFs
4.21K
+ 6.91%
$45.81 - $46.18 $193K - $194K
65.2K $2.99M
ABBV
Abb Vie Inc.

Healthcare
494
+ 31.61%
$184.85 - $231.54 $91.3K - $114K
2.06K $476K
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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