Private Advisory Group LLC Incresed Positions in Q2 2025

Private Advisory Group LLC

  • $1.06 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
27.9K
+ 6.24%
$94.31 - $157.99 $2.63M - $4.41M
475K $75M
MSFT
Microsoft Corp

Technology
1.28K
+ 0.94%
$354.56 - $497.45 $453K - $635K
137K $68.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
21.3K
+ 95.94%
$416.06 - $551.64 $8.87M - $11.8M
43.5K $24M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
122K
+ 258.89%
$100.35 - $100.71 $12.3M - $12.3M
170K $17.1M
AVGO
Broadcom Inc.

Technology
6.63K
+ 7.19%
$146.29 - $275.65 $970K - $1.83M
98.8K $27.2M
NFLX
Netflix Inc

Communication Services
1.24K
+ 5.29%
$855.86 - $1339.13 $1.06M - $1.66M
24.6K $33M
XOM
Exxon Mobil Corp

Energy
94.6K
+ 4835.17%
$99.93 - $119.04 $9.45M - $11.3M
96.5K $10.4M
NET
Cloudflare, Inc.

Technology
32.5K
+ 84.91%
$97.08 - $195.83 $3.15M - $6.36M
70.7K $13.8M
GS
Goldman Sachs Group Inc

Financial Services
13.1K
+ 2243.84%
$462.22 - $707.75 $6.06M - $9.27M
13.7K $9.69M
SHV
Ishares Tr

ETFs
73.9K
+ 782.32%
$110.06 - $110.46 $8.13M - $8.16M
83.3K $9.2M
AMZN
Amazon Com Inc

Consumer Cyclical
9.28K
+ 4.91%
$167.32 - $223.3 $1.55M - $2.07M
198K $43.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
8.68K
+ 34.68%
$496.48 - $617.85 $4.31M - $5.36M
33.7K $20.8M
JPM
Jpmorgan Chase & CO

Financial Services
19K
+ 75.17%
$210.28 - $289.91 $3.99M - $5.5M
44.2K $12.8M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
149K
+ 1225.9%
$35.35 - $42.68 $5.27M - $6.36M
161K $6.87M
BA
Boeing CO

Industrials
16.1K
+ 67.25%
$136.59 - $217.51 $2.19M - $3.49M
40K $8.37M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.69K
+ 4.53%
$141.37 - $228.57 $380K - $614K
62K $14M
AMD
Advanced Micro Devices Inc

Technology
3.18K
+ 3.76%
$78.21 - $143.81 $248K - $457K
87.5K $12.4M
HYG
Ishares Tr

ETFs
40.4K
+ 150.52%
$75.75 - $80.65 $3.06M - $3.26M
67.2K $5.42M
JHX
James Hardie Industries PLC

Basic Materials
68K
+ 17.13%
$20.27 - $27.59 $1.38M - $1.88M
465K $12.5M
ASML
Asml Holding Nv

Technology
417
+ 2.8%
$595.37 - $815.24 $248K - $340K
15.3K $12.3M
GOOGL
Alphabet Inc.

Communication Services
8.37K
+ 55.05%
$144.7 - $178.6 $1.21M - $1.49M
23.6K $4.15M
HWM
Howmet Aerospace Inc.

Industrials
3.54K
+ 18.43%
$112.33 - $186.13 $398K - $660K
22.8K $4.24M
FTNT
Fortinet, Inc.

Technology
15.2K
+ 126.53%
$84.71 - $108.69 $1.29M - $1.66M
27.3K $2.88M
GVIP
Goldman Sachs Hedge Ind Vip Et

ETFs
6.89K
+ 37.22%
$104.4 - $138.37 $720K - $954K
25.4K $3.52M
COST
Costco Wholesale Corp

Consumer Defensive
42
+ 0.14%
$908.13 - $1056.85 $38.1K - $44.4K
29.2K $28.9M
GBIL
Goldman Sachs Access Treasury

ETFs
11.4K
+ 23.55%
$99.83 - $100.19 $1.14M - $1.14M
59.7K $5.98M
IVV
Ishares Core S&P 500 ETF

ETFs
248
+ 1.53%
$498.8 - $620.9 $124K - $154K
16.4K $10.2M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
8.66K
+ 8.21%
$60.29 - $71.77 $522K - $621K
114K $8M
UAL
United Airlines Holdings, Inc.

Industrials
9.09K
+ 254.27%
$56.15 - $84.23 $510K - $766K
12.7K $1.01M
IBKR
Interactive Brokers Group, Inc.

Financial Services
18.8K
+ 735.31%
$50.53 - $212.53 $950K - $4M
21.4K $1.18M
RDVY
First Trust Rising Dividend Ac

ETFs
1.59K
+ 1.06%
$51.6 - $62.74 $81.8K - $99.5K
152K $9.52M
IVW
Ishares S&P 500 Growth ETF

ETFs
342
+ 0.89%
$82.96 - $110.1 $28.4K - $37.7K
38.6K $4.25M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.66K
+ 36.67%
$180.84 - $240.32 $300K - $399K
6.19K $1.49M
TPR
Tapestry, Inc.

Consumer Cyclical
3.73K
+ 34.97%
$60.6 - $87.81 $226K - $327K
14.4K $1.26M
PDP
Invesco Exchange Traded Fd Tr

ETFs
3.32K
+ 37.31%
$89.44 - $108.59 $297K - $361K
12.2K $1.33M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
7.11K
+ 14.94%
$50.1 - $51.02 $356K - $363K
54.7K $2.79M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
4.79K
+ 120.95%
$68.13 - $74.77 $326K - $358K
8.74K $636K
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
5.81K
+ 8.13%
$34.34 - $40.99 $200K - $238K
77.3K $3.15M
FPE
First Tr Pfd Secs & Income ETF

ETFs
14.3K
+ 9.77%
$16.93 - $17.81 $242K - $255K
161K $2.86M
KKR
Kkr & Co. Inc.

Financial Services
1.11K
+ 14.37%
$92.79 - $134.29 $103K - $149K
8.84K $1.18M
FV
First Trust Dorsey Wright Focu

ETFs
2.03K
+ 7.44%
$48.43 - $59.26 $98.2K - $120K
29.3K $1.73M
HYLS
First Tr Tactical High Yield L

ETFs
4.54K
+ 7.39%
$39.8 - $41.84 $181K - $190K
66.1K $2.76M
FTSL
First Trust Senior Ln Fund

ETFs
3.36K
+ 5.83%
$44.58 - $46.07 $150K - $155K
60.9K $2.8M
SLV
I Shares Silver Trust

ETFs
480
+ 5.63%
$27.08 - $33.74 $13K - $16.2K
9.01K $295K
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
47
+ 0.56%
$35.8 - $41.07 $1.68K - $1.93K
8.49K $348K
VTV
Vanguard Value ETF

ETFs
44
+ 2.99%
$153.67 - $176.74 $6.76K - $7.78K
1.52K $268K
TJX
Tjx Companies Inc

Consumer Cyclical
81
+ 4.73%
$119.13 - $135.03 $9.65K - $10.9K
1.79K $221K
BSJR
Invesco Indx Tr

ETFs
115
+ 0.54%
$21.81 - $22.71 $2.51K - $2.61K
21.4K $485K
RGI
Invesco S&P 500 Equal Weight I

ETFs
6.15K
+ 9.6%
N/A
70.2K $0
Activity Summary
Buys All Purchases 111 New Holdings 57 Increased Positions 54 Sells All Sells 80 Reductions 80 Sold out 0 Options Calls 3 Puts 1
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