Private Advisory Group LLC Incresed Positions 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
CEG
Constellation Energy Corp

Utilities
33K
+ 642.69%
$201.63 - $347.44 $6.65M - $11.5M
38.1K $7.68M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
270K
+ 2842.88%
$20.7 - $21.15 $5.6M - $5.72M
280K $5.79M
CBOE
Cboe Global Markets, Inc.

Financial Services
18.4K
+ 290.49%
$190.84 - $226.29 $3.5M - $4.16M
24.7K $5.59M
LLY
Eli Lilly & CO

Healthcare
2.89K
+ 8.91%
$725.72 - $929.72 $2.09M - $2.68M
35.3K $29.1M
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
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
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
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
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
SCHW
Schwab Charles Corp

Financial Services
9.37K
+ 10.9%
$71.24 - $83.64 $667K - $783K
95.3K $7.46M
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
C
Citigroup Inc

Financial Services
12K
+ 20.79%
$67.23 - $84.63 $805K - $1.01M
69.6K $4.94M
OILK
Proshares Tr K 1 Free Crude Oi

ETFs
16.8K
+ 199.74%
$40.66 - $47.4 $683K - $797K
25.2K $1.1M
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
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
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
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
IJR
Ishares Core S&P Sm Cap ETF

ETFs
8.89K
+ 16.96%
$102.49 - $119.96 $911K - $1.07M
61.3K $6.41M
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
SQM
Chemical & Mining CO Of Chile Inc

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