Private Advisory Group LLC Sells in Q1 2025

Private Advisory Group LLC

  • $883 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
-16.5K
- 28.24%
$576.36 - $736.67 $9.49M - $12.1M
41.8K $24.1M
GOOG
Alphabet Inc.

Communication Services
-10.5K
- 5.61%
$156.06 - $207.71 $1.64M - $2.19M
177K $27.7M
INTC
Intel Corp

Technology
-337K
- 97.09%
$19.1 - $27.39 $6.43M - $9.23M
10.1K $229K
CCJ
Cameco Corp

Energy
-109K
- 74.0%
$40.64 - $56.86 $4.45M - $6.22M
38.4K $1.58M
SHV
Ishares Tr

ETFs
-46.2K
- 83.02%
$110.11 - $110.51 $5.08M - $5.1M
9.45K $1.04M
DELL
Dell Technologies Inc.

Technology
-33.1K
- 44.61%
$90.34 - $124.66 $2.99M - $4.12M
41.1K $3.74M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-93.2K
- 63.14%
$49.22 - $51.73 $4.58M - $4.82M
54.4K $2.75M
SPY
Spdr S&P 500 ETF Trust

ETFs
-5.61K
- 18.29%
$551.42 - $612.93 $3.09M - $3.44M
25K $14M
DHI
Horton D R Inc

Consumer Cyclical
-27.4K
- 94.0%
$125.29 - $147.65 $3.43M - $4.04M
1.75K $222K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-31.3K
- 23.82%
$91.45 - $91.75 $2.86M - $2.87M
100K $9.19M
XLK
Technology Sector Spdr

ETFs
-7.35K
- 30.0%
$206.38 - $242.18 $1.52M - $1.78M
17.1K $3.54M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-48K
- 52.49%
$48.65 - $53.06 $2.33M - $2.54M
43.4K $2.25M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.42K
- 6.0%
$468.34 - $539.52 $664K - $765K
22.2K $10.4M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-5.26K
- 41.45%
$203.38 - $274.79 $1.07M - $1.45M
7.43K $1.53M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2.3K
- 28.72%
$507.05 - $563.67 $1.17M - $1.3M
5.71K $2.93M
HWM
Howmet Aerospace Inc.

Industrials
-14.5K
- 42.92%
$110.79 - $139.39 $1.6M - $2.02M
19.2K $2.49M
FICO
Fair Isaac Corp

Technology
-526
- 50.0%
$1695.35 - $2030.47 $892K - $1.07M
526 $970K
UAL
United Airlines Holdings, Inc.

Industrials
-9.43K
- 72.52%
$69.05 - $110.52 $651K - $1.04M
3.58K $246K
FXO
First Tr Exchange Traded Fd Fi

ETFs
-16.6K
- 59.76%
$50.93 - $57.24 $844K - $949K
11.2K $591K
NVO
Novo Nordisk A S

Healthcare
-9.21K
- 60.68%
$69.3 - $90.95 $638K - $837K
5.96K $414K
RDVY
First Trust Rising Dividend Ac

ETFs
-12.5K
- 7.69%
$57.22 - $63.39 $716K - $793K
150K $8.79M
FXR
First Trust Industrials/Produc

ETFs
-9.46K
- 44.92%
$68.3 - $79.81 $646K - $755K
11.6K $807K
GOOGL
Alphabet Inc.

Communication Services
-1.17K
- 7.15%
$154.33 - $206.19 $181K - $241K
15.2K $2.35M
IBKR
Interactive Brokers Group, Inc.

Financial Services
-3.62K
- 58.57%
$161.03 - $235.53 $582K - $851K
2.56K $423K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-8.53K
- 14.48%
$81.83 - $82.73 $698K - $705K
50.3K $4.17M
IVW
Ishares S&P 500 Growth ETF

ETFs
-2.63K
- 6.42%
$92.45 - $106.69 $243K - $280K
38.3K $3.56M
KKR
Kkr & Co. Inc.

Financial Services
-1.74K
- 18.39%
$108.17 - $167.07 $189K - $291K
7.73K $894K
NKE
Nike, Inc.

Consumer Cyclical
-4.41K
- 38.0%
$63.29 - $81.72 $279K - $361K
7.2K $456K
SKYY
First Trust Cloud Computing Et

ETFs
-946
- 6.46%
$102.23 - $131.18 $96.7K - $124K
13.7K $1.4M
XLI
Industrial Sector Spdr

ETFs
-2.48K
- 28.22%
$128.78 - $141.67 $319K - $351K
6.3K $826K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-5.16K
- 9.77%
$50.87 - $51.09 $262K - $263K
47.6K $2.43M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-1.85K
- 12.7%
$69.69 - $79.99 $129K - $148K
12.7K $909K
HYLS
First Tr Tactical High Yield L

ETFs
-3.12K
- 4.83%
$40.95 - $41.77 $128K - $130K
61.5K $2.52M
FV
First Trust Dorsey Wright Focu

ETFs
-469
- 1.69%
$53.91 - $63.03 $25.3K - $29.6K
27.2K $1.49M
V
Visa Inc.

Financial Services
-837
- 18.28%
$306.92 - $362.71 $257K - $304K
3.74K $1.31M
VUG
Vanguard Growth ETF

ETFs
-6
- 0.21%
$369.1 - $427.61 $2.21K - $2.57K
2.79K $1.03M
PDP
Invesco Exchange Traded Fd Tr

ETFs
-303
- 3.29%
$96.95 - $116.13 $29.4K - $35.2K
8.9K $890K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-189
- 3.14%
$121.0 - $142.28 $22.9K - $26.9K
5.83K $726K
FTSL
First Trust Senior Ln Fund

ETFs
-959
- 1.64%
$45.65 - $46.48 $43.8K - $44.6K
57.6K $2.63M
PTF
Invesco Exchange Traded Fd Tr

ETFs
-154
- 3.07%
$56.97 - $77.14 $8.77K - $11.9K
4.87K $287K
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.55K
- 6.45%
$106.22 - $111.09 $165K - $173K
22.5K $2.5M
IAU
Ishares Gold Trust

ETFs
-2.16K
- 28.51%
$49.74 - $58.96 $107K - $127K
5.4K $318K
DVLU
First Tr ETF Vi Dorsey Wright

ETFs
-655
- 1.49%
$27.19 - $31.34 $17.8K - $20.5K
43.3K $1.23M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-153
- 0.67%
$75.99 - $81.58 $11.6K - $12.5K
22.8K $1.75M
SAP
Sap Se

Technology
-249
- 20.39%
$241.4 - $293.69 $60.1K - $73.1K
972 $260K
PRN
Invesco Dwa Industrials Moment

ETFs
-84
- 4.88%
$134.74 - $169.56 $11.3K - $14.2K
1.64K $225K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-2.8K
- 4.41%
$27.01 - $28.54 $75.7K - $79.9K
60.7K $1.7M
VHT
Vanguard Health Care ETF

ETFs
-196
- 14.41%
$254.06 - $273.83 $49.8K - $53.7K
1.16K $308K
SBUX
Starbucks Corp

Consumer Cyclical
-1.06K
- 11.0%
$91.75 - $115.81 $97.2K - $123K
8.57K $840K
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