Private Advisory Group LLC Sells in Q2 2025

Private Advisory Group LLC

  • $1.06 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
-107K
- 90.37%
$152.93 - $181.74 $16.4M - $19.5M
11.5K $2.08M
LLY
Eli Lilly & CO

Healthcare
-17.4K
- 49.27%
$713.71 - $898.95 $12.4M - $15.6M
17.9K $14M
HD
Home Depot, Inc.

Consumer Cyclical
-28.6K
- 95.54%
$335.24 - $380.78 $9.57M - $10.9M
1.33K $488K
VO
Vanguard Mid Cap ETF

ETFs
-36.5K
- 93.74%
$228.54 - $279.83 $8.33M - $10.2M
2.43K $680K
LEN
Lennar Corp

Consumer Cyclical
-76K
- 97.35%
$102.76 - $115.66 $7.81M - $8.79M
2.07K $229K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-92.4K
- 92.26%
$91.43 - $91.74 $8.45M - $8.48M
7.75K $710K
MA
Mastercard Inc

Financial Services
-12.4K
- 91.48%
$479.92 - $590.74 $5.95M - $7.32M
1.16K $649K
DELL
Dell Technologies Inc.

Technology
-35.1K
- 85.33%
$71.63 - $125.98 $2.51M - $4.42M
6.03K $738K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2.39K
- 7.94%
$483.48 - $539.8 $1.16M - $1.29M
27.7K $13.5M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-27K
- 53.71%
$82.21 - $83.12 $2.22M - $2.25M
23.3K $1.93M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-20.2K
- 33.03%
$90.56 - $109.49 $1.83M - $2.22M
41K $4.49M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-64.2K
- 65.72%
$27.3 - $31.8 $1.75M - $2.04M
33.5K $1.07M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-13.5K
- 11.08%
$114.78 - $133.31 $1.56M - $1.81M
109K $14.5M
FDN
First Tr Fd Dow Jones

ETFs
-5.03K
- 76.75%
$200.29 - $269.33 $1.01M - $1.36M
1.53K $410K
TRGP
Targa Resources Corp.

Energy
-4.06K
- 40.89%
$157.32 - $205.72 $638K - $834K
5.86K $1.02M
SKYY
First Trust Cloud Computing Et

ETFs
-10.1K
- 73.33%
$89.46 - $121.64 $899K - $1.22M
3.66K $444K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-17.1K
- 7.67%
$37.08 - $42.26 $634K - $723K
206K $8.53M
EMB
Ishares Tr

ETFs
-7.27K
- 36.76%
$86.54 - $92.62 $629K - $673K
12.5K $1.16M
APP
App Lovin Corp

Technology
-2.41K
- 80.08%
$219.37 - $417.89 $529K - $1.01M
600 $210K
DVLU
First Tr ETF Vi Dorsey Wright

ETFs
-15K
- 34.72%
$24.6 - $29.86 $370K - $449K
28.3K $844K
DASH
Door Dash, Inc.

Communication Services
-3.69K
- 42.05%
$163.16 - $246.51 $602K - $910K
5.09K $1.25M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-5.29K
- 23.23%
$71.86 - $82.66 $380K - $438K
17.5K $1.45M
VRT
Vertiv Holdings CO

Industrials
-3.39K
- 4.09%
N/A
79.6K $6.9M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-6.15K
- 10.13%
$24.32 - $27.87 $150K - $171K
54.6K $1.45M
AJG
Arthur J. Gallagher & Co.

Financial Services
-267
- 7.85%
$310.86 - $348.77 $83K - $93.1K
3.14K $1M
BSX
Boston Scientific Corp

Healthcare
-1.56K
- 41.59%
$89.7 - $107.41 $140K - $167K
2.19K $235K
CSCO
Cisco Systems, Inc.

Technology
-2.75K
- 43.29%
$53.19 - $69.38 $146K - $191K
3.6K $249K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-1.2K
- 2.2%
$45.3 - $50.64 $54.2K - $60.6K
53.2K $2.61M
WPC
W. P. Carey Inc.

Real Estate
-1.92K
- 36.08%
$56.12 - $64.53 $108K - $124K
3.4K $212K
TIP
Ishares Tr Tips Bd ETF

ETFs
-777
- 3.45%
$107.93 - $110.97 $83.9K - $86.2K
21.8K $2.39M
ABBV
Abb Vie Inc.

Healthcare
-315
- 16.77%
$170.16 - $206.27 $53.6K - $65K
1.56K $290K
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
-4.54K
- 16.99%
$20.29 - $21.52 $92K - $97.6K
22.2K $476K
XLF
Financial Sector Spdr

ETFs
-5.23K
- 7.09%
$43.92 - $52.37 $230K - $274K
68.6K $3.59M
SBUX
Starbucks Corp

Consumer Cyclical
-302
- 3.53%
$79.69 - $99.41 $24.1K - $30K
8.26K $757K
QCOM
Qualcomm Inc

Technology
-604
- 14.2%
$124.66 - $159.48 $75.3K - $96.3K
3.65K $581K
TMUS
T Mobile Us, Inc.

Communication Services
-74
- 3.96%
$220.99 - $268.54 $16.4K - $19.9K
1.79K $427K
ISRG
Intuitive Surgical Inc

Healthcare
-170
- 21.46%
$451.58 - $565.94 $76.8K - $96.2K
622 $338K
MAR
Marriott International Inc

Consumer Cyclical
-328
- 30.6%
$211.12 - $274.14 $69.2K - $89.9K
744 $203K
NVO
Novo Nordisk A S

Healthcare
-590
- 9.89%
$58.08 - $81.05 $34.3K - $47.8K
5.37K $370K
VHT
Vanguard Health Care ETF

ETFs
-66
- 5.67%
$236.71 - $261.92 $15.6K - $17.3K
1.1K $272K
PPG
Ppg Industries Inc

Basic Materials
-404
- 14.38%
$91.66 - $115.04 $37K - $46.5K
2.41K $273K
V
Visa Inc.

Financial Services
-124
- 3.31%
$308.27 - $373.31 $38.2K - $46.3K
3.62K $1.28M
PLD
Prologis, Inc.

Real Estate
-89
- 3.88%
$89.76 - $112.34 $7.99K - $10K
2.2K $231K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-964
- 4.35%
$22.87 - $23.14 $22K - $22.3K
21.2K $489K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
-956
- 4.35%
$22.66 - $23.41 $21.7K - $22.4K
21K $490K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-571
- 8.8%
$144.63 - $179.53 $82.6K - $103K
5.92K $974K
IBM
International Business Machines Corp

Technology
-238
- 19.04%
$221.03 - $294.78 $52.6K - $70.2K
1.01K $298K
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
-640
- 2.71%
$20.93 - $22.05 $13.4K - $14.1K
23K $506K
WMT
Walmart Inc.

Consumer Defensive
-395
- 10.44%
$81.79 - $99.98 $32.3K - $39.5K
3.39K $331K
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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