Private Advisory Group LLC New Holdings in Q3 2025

Private Advisory Group LLC

  • $1.15 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
INTC
Intel Corp

Technology
377K
New
$19.31 - $35.5 $7.28M - $13.4M
377K $12.6M
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
OILK
Proshares Tr K 1 Free Crude Oi

ETFs
124K
New
$39.66 - $43.65 $4.92M - $5.41M
124K $4.97M
XLC
Select Sector Spdr Tr Communic

ETFs
38.8K
New
$105.99 - $119.41 $4.12M - $4.64M
38.8K $4.6M
STX
Seagate Technology Holdings PLC

Technology
8.58K
New
$142.01 - $236.06 $1.22M - $2.03M
8.58K $2.03M
SOFI
So Fi Technologies, Inc.

Financial Services
57.4K
New
$17.64 - $29.81 $1.01M - $1.71M
57.4K $1.52M
RPG
Invesco Exchange Traded Fd Tr

ETFs
26.7K
New
$45.41 - $48.26 $1.21M - $1.29M
26.7K $1.28M
MCHP
Microchip Technology Inc

Technology
19.4K
New
$60.95 - $75.26 $1.18M - $1.46M
19.4K $1.25M
CCJ
Cameco Corp

Energy
10.7K
New
$70.47 - $86.89 $756K - $932K
10.7K $899K
FPX
First Trust Us Equity Opportun

ETFs
5.3K
New
$141.57 - $166.21 $751K - $881K
5.3K $881K
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
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
1.42K
New
$311.12 - $482.13 $441K - $684K
1.42K $647K
FDT
First Trust Developed Markets

ETFs
7.03K
New
$68.09 - $76.05 $478K - $534K
7.03K $529K
SLVP
Ishares Msci Global Silver And

ETFs
11.9K
New
$17.43 - $27.37 $208K - $326K
11.9K $326K
PIE
Invesco Exchange Traded Fd Tr

ETFs
13.4K
New
$20.73 - $24.46 $277K - $327K
13.4K $325K
CAT
Caterpillar Inc

Industrials
627
New
$390.92 - $477.15 $245K - $299K
627 $299K
GOEX
Global X Gold Explorers ETF

ETFs
4.29K
New
$43.24 - $67.93 $185K - $291K
4.29K $291K
SHOP
Shopify Inc.

Technology
1.7K
New
$112.11 - $157.12 $191K - $268K
1.7K $253K
CRWD
Crowd Strike Holdings, Inc.

Technology
513
New
$412.46 - $514.1 $212K - $264K
513 $251K
JNJ
Johnson & Johnson

Healthcare
1.3K
New
$155.17 - $185.42 $202K - $242K
1.3K $241K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
2.94K
New
$50.79 - $76.4 $149K - $225K
2.94K $224K
MS
Morgan Stanley

Financial Services
1.34K
New
$139.09 - $161.16 $187K - $216K
1.34K $213K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
4.18K
New
$50.53 - $50.82 $211K - $213K
4.18K $212K
ADI
Analog Devices Inc

Technology
831
New
$220.68 - $255.63 $183K - $212K
831 $204K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
11.4K
New
$16.46 - $17.1 $187K - $194K
11.4K $193K
Vanguard Instl Index Fd
5.66K
New
N/A
5.66K $0
James Hardie Inds PLC
441K
New
N/A
441K $0
Talen Energy Corp
998
New
N/A
998 $0
Astera Labs Inc
6.23K
New
N/A
6.23K $0
Reddit Inc
2.95K
New
N/A
2.95K $0
Lam Research Corp
1.89K
New
N/A
1.89K $0
DWUS
Advisorshares Tr Dorsey Wright
4.13K
New
N/A
4.13K $0
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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