Private Advisor

Latest statistics and disclosures from Private Advisor Group's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Private Advisor consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Private Advisor Group

Private Advisor Group holds 2395 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Private Advisor Group has 2395 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 3.3 $531M -3% 2.3M 233.00
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 2.0 $327M -4% 1.2M 283.16
 View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.9 $309M -12% 538k 573.76
 View chart
NVIDIA Corporation (NVDA) 1.6 $264M -4% 2.2M 121.43
 View chart
Spdr Ser Tr Portfolio S&p500 (SPLG) 1.6 $262M +2% 3.9M 67.51
 View chart
Microsoft Corporation (MSFT) 1.6 $255M 592k 430.29
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.6 $254M -30% 520k 488.07
 View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.5 $239M 2.9M 82.94
 View chart
Ishares Tr Core S&p500 Etf (IVV) 1.3 $212M +11% 367k 576.82
 View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.3 $207M 2.9M 70.06
 View chart
Amazon (AMZN) 1.1 $182M 978k 186.33
 View chart
Vanguard Index Fds Value Etf (VTV) 1.1 $175M +5% 1.0M 174.57
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.0 $158M +3% 300k 527.67
 View chart
Vanguard Index Fds Growth Etf (VUG) 1.0 $158M 412k 383.92
 View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.9 $146M +4% 2.8M 52.86
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $145M 315k 460.26
 View chart
Wisdomtree Tr Floatng Rat Trea (USFR) 0.8 $137M +2% 2.7M 50.22
 View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.8 $132M +6% 658k 200.85
 View chart
Select Sector Spdr Tr Technology (XLK) 0.8 $127M -9% 560k 225.76
 View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.8 $122M -3% 1.5M 83.25
 View chart
Vanguard Specialized Funds Div App Etf (VIG) 0.7 $114M 577k 198.06
 View chart
Ishares Tr Rus 1000 Grw Etf (IWF) 0.7 $107M -2% 286k 375.38
 View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.6 $101M +8% 566k 179.16
 View chart
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.6 $99M -10% 1.1M 90.80
 View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.6 $97M 1.6M 59.21
 View chart
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.6 $96M -4% 3.7M 26.14
 View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.6 $91M -3% 2.4M 37.56
 View chart
Vanguard Index Fds Small Cp Etf (VB) 0.5 $84M 353k 237.21
 View chart
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.5 $78M +11% 437k 179.30
 View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.5 $78M +7% 852k 91.81
 View chart
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.5 $74M -26% 1.6M 45.51
 View chart
Meta Platforms Cl A (META) 0.4 $72M +2% 126k 572.45
 View chart
Eli Lilly & Co. (LLY) 0.4 $72M 81k 885.93
 View chart
Alphabet Cap Stk Cl C (GOOG) 0.4 $72M 431k 167.19
 View chart
JPMorgan Chase & Co. (JPM) 0.4 $70M 333k 210.86
 View chart
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $69M +10% 584k 117.53
 View chart
John Hancock Exchange Traded Multifactor Mi (JHMM) 0.4 $68M -3% 1.1M 60.20
 View chart
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.4 $68M 1.2M 54.68
 View chart
Alphabet Cap Stk Cl A (GOOGL) 0.4 $66M +2% 400k 165.85
 View chart
Ishares Tr Core Div Grwth (DGRO) 0.4 $66M +4% 1.1M 62.69
 View chart
Exxon Mobil Corporation (XOM) 0.4 $65M 556k 117.36
 View chart
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $64M +7% 1.0M 62.32
 View chart
Procter & Gamble Company (PG) 0.4 $62M 358k 173.20
 View chart
Ishares Tr Rus 1000 Val Etf (IWD) 0.4 $62M 326k 189.80
 View chart
Spdr Gold Tr Gold Shs (GLD) 0.4 $62M +8% 254k 243.06
 View chart
Wisdomtree Tr Us Largecap Fund (EPS) 0.4 $61M 1.0M 60.04
 View chart
Spdr Ser Tr Portfli Intrmdit (SPTI) 0.4 $59M 2.0M 29.06
 View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.4 $59M +18% 1.1M 54.93
 View chart
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.4 $59M +2% 380k 154.02
 View chart
Wal-Mart Stores (WMT) 0.4 $58M +4% 723k 80.75
 View chart
Costco Wholesale Corporation (COST) 0.4 $58M 65k 886.52
 View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.4 $58M 137k 423.12
 View chart
Broadcom (AVGO) 0.4 $57M +918% 332k 172.49
 View chart
First Tr Value Line Divid In SHS (FVD) 0.4 $57M -6% 1.3M 45.49
 View chart
Tesla Motors (TSLA) 0.3 $56M -8% 214k 261.63
 View chart
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $56M 211k 263.83
 View chart
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $56M +29% 581k 95.75
 View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.3 $55M +2% 1.6M 34.29
 View chart
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 0.3 $55M 843k 64.77
 View chart
Abbvie (ABBV) 0.3 $55M 276k 197.48
 View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.3 $54M -26% 561k 96.95
 View chart
Spdr Ser Tr Msci Usa Strtgic (QUS) 0.3 $53M +6% 336k 157.55
 View chart
Select Sector Spdr Tr Energy (XLE) 0.3 $53M -8% 603k 87.80
 View chart
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $50M +11% 396k 125.62
 View chart
Schwab Strategic Tr Fundamental Us L (FNDX) 0.3 $50M 692k 71.76
 View chart
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.3 $50M -3% 1.5M 33.71
 View chart
Select Sector Spdr Tr Financial (XLF) 0.3 $49M +4% 1.1M 45.32
 View chart
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $48M -6% 530k 91.31
 View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.3 $48M +15% 980k 49.04
 View chart
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $48M -12% 373k 128.20
 View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.3 $47M -6% 814k 57.83
 View chart
Visa Com Cl A (V) 0.3 $47M 170k 274.95
 View chart
Home Depot (HD) 0.3 $47M +8% 115k 405.20
 View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.3 $46M +16% 1.6M 29.43
 View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.3 $46M +10% 1.0M 45.70
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $45M 847k 52.80
 View chart
Select Sector Spdr Tr Indl (XLI) 0.3 $45M -15% 330k 135.44
 View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.3 $45M -23% 1.1M 41.28
 View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.3 $44M +8% 1.5M 29.89
 View chart
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $44M -9% 434k 101.27
 View chart
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $44M +3% 520k 84.53
 View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $43M 254k 167.67
 View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.3 $42M 172k 243.47
 View chart
Johnson & Johnson (JNJ) 0.3 $42M 258k 162.06
 View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.3 $41M 809k 50.74
 View chart
Ishares Tr Russell 2000 Etf (IWM) 0.3 $40M -19% 183k 220.89
 View chart
UnitedHealth (UNH) 0.2 $39M -3% 67k 584.67
 View chart
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $39M +36% 197k 197.17
 View chart
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.2 $39M +14% 1.1M 36.44
 View chart
Verizon Communications (VZ) 0.2 $38M -9% 848k 44.93
 View chart
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.2 $38M +10% 1.0M 36.38
 View chart
International Business Machines (IBM) 0.2 $37M -3% 166k 221.48
 View chart
Vanguard World Inf Tech Etf (VGT) 0.2 $36M +6% 62k 586.52
 View chart
Merck & Co (MRK) 0.2 $35M -7% 312k 113.56
 View chart
Chevron Corporation (CVX) 0.2 $35M -2% 239k 147.27
 View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.2 $35M +7% 686k 50.88
 View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.2 $35M 654k 52.99
 View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.2 $34M +23% 358k 95.95
 View chart
Blackstone Group Inc Com Cl A (BX) 0.2 $34M -3% 222k 153.13
 View chart
Dimensional Etf Trust World Ex Us Core (DFAX) 0.2 $34M +18% 1.2M 27.01
 View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.2 $33M +13% 700k 47.53
 View chart
Schwab Strategic Tr Fundamental Intl (FNDF) 0.2 $32M +3% 860k 37.37
 View chart
Pepsi (PEP) 0.2 $32M 185k 170.05
 View chart
Ishares Tr U.s. Tech Etf (IYW) 0.2 $31M +15% 202k 151.62
 View chart
American Centy Etf Tr Us Quality Val (VALQ) 0.2 $31M +15% 491k 62.12
 View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $30M +4% 113k 267.35
 View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $29M -6% 450k 64.74
 View chart
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.2 $29M +14% 836k 34.79
 View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.2 $29M +72% 842k 34.30
 View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $29M -15% 384k 75.11
 View chart
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $29M +8% 346k 83.15
 View chart
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $28M +19% 352k 80.78
 View chart
McDonald's Corporation (MCD) 0.2 $28M 91k 304.51
 View chart
Ishares Tr Core Msci Eafe (IEFA) 0.2 $28M +2% 356k 78.04
 View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $28M -9% 575k 47.86
 View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.2 $28M +11% 313k 87.74
 View chart
Ishares Tr Core S&p Us Vlu (IUSV) 0.2 $27M 285k 95.49
 View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 0.2 $27M +45% 1.0M 26.97
 View chart
Lockheed Martin Corporation (LMT) 0.2 $27M -5% 46k 584.58
 View chart
Ishares Tr Select Divid Etf (DVY) 0.2 $27M +2% 198k 135.07
 View chart
RBB Us Treas 3 Mnth (TBIL) 0.2 $27M +49% 532k 50.04
 View chart
Caterpillar (CAT) 0.2 $27M -4% 68k 391.12
 View chart
Wisdomtree Tr Glb Us Qtly Div (DNL) 0.2 $27M 675k 39.40
 View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.2 $26M +8% 137k 190.72
 View chart
Ishares Tr Core S&p Us Gwt (IUSG) 0.2 $26M +9% 197k 131.91
 View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.2 $26M +12% 253k 102.58
 View chart
Simplify Exchange Traded Fun Hedged Equity (HEQT) 0.2 $26M +267% 884k 28.88
 View chart
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH) 0.2 $26M +5% 1.1M 23.45
 View chart
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL) 0.2 $25M -14% 235k 105.66
 View chart
Pfizer (PFE) 0.2 $25M +15% 850k 28.94
 View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $25M 341k 71.73
 View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $24M +8% 249k 98.10
 View chart
Coca-Cola Company (KO) 0.1 $24M 336k 71.86
 View chart
Mastercard Incorporated Cl A (MA) 0.1 $24M +2% 49k 493.80
 View chart
Walt Disney Company (DIS) 0.1 $24M -5% 250k 96.19
 View chart
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $24M +8% 307k 78.37
 View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $24M 406k 59.23
 View chart
Spdr Ser Tr Port Mtg Bk Etf (SPMB) 0.1 $24M +2% 1.1M 22.53
 View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 0.1 $24M 522k 45.71
 View chart
Ishares Tr National Mun Etf (MUB) 0.1 $24M +69% 218k 108.63
 View chart
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $24M -3% 117k 200.76
 View chart
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.1 $23M -3% 515k 44.71
 View chart
Ishares Tr TRS FLT RT BD (TFLO) 0.1 $23M +31% 455k 50.60
 View chart
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $23M +122% 94k 245.45
 View chart
Sprott Physical Gold Tr Unit (PHYS) 0.1 $22M +3% 1.1M 20.38
 View chart
Spdr Ser Tr S&p Biotech (XBI) 0.1 $22M 225k 98.80
 View chart
Deere & Company (DE) 0.1 $22M -2% 53k 417.33
 View chart
Advanced Micro Devices (AMD) 0.1 $22M -15% 134k 164.08
 View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $22M 63k 345.29
 View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) 0.1 $22M +8% 338k 63.47
 View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM) 0.1 $21M +6% 700k 30.50
 View chart
Spdr Ser Tr Portfolio Crport (SPBO) 0.1 $21M +73% 693k 30.03
 View chart
Bank of America Corporation (BAC) 0.1 $21M -4% 520k 39.68
 View chart
Uber Technologies (UBER) 0.1 $21M 272k 75.16
 View chart
Invesco Actively Managed Exc Total Return (GTO) 0.1 $20M +216% 416k 48.30
 View chart
Raytheon Technologies Corp (RTX) 0.1 $20M 165k 121.16
 View chart
Oracle Corporation (ORCL) 0.1 $20M 117k 170.39
 View chart
First Tr Morningstar Divid L SHS (FDL) 0.1 $20M +12% 473k 41.95
 View chart
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $20M 139k 142.04
 View chart
Ishares Core Msci Emkt (IEMG) 0.1 $20M +2% 342k 57.41
 View chart
salesforce (CRM) 0.1 $20M -2% 71k 273.71
 View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) 0.1 $20M +20% 350k 55.70
 View chart
American Tower Reit (AMT) 0.1 $19M -5% 83k 232.57
 View chart
Cisco Systems (CSCO) 0.1 $19M -7% 364k 53.22
 View chart
Nextera Energy (NEE) 0.1 $19M 228k 84.53
 View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.1 $19M -56% 424k 45.24
 View chart
Dimensional Etf Trust Us Equity Market (DFUS) 0.1 $19M +6% 307k 62.20
 View chart
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $19M +2% 105k 181.99
 View chart
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $19M -4% 177k 106.76
 View chart
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.1 $19M -4% 173k 109.33
 View chart
Amgen (AMGN) 0.1 $19M -3% 58k 322.20
 View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 0.1 $19M +264% 281k 66.03
 View chart
Ge Aerospace Com New (GE) 0.1 $19M 98k 188.58
 View chart
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $19M +3% 790k 23.45
 View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.1 $19M +14% 199k 93.11
 View chart
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $18M +3% 181k 100.72
 View chart
Abbott Laboratories (ABT) 0.1 $18M 159k 114.01
 View chart
Wisdomtree Tr Us Quality Grow (QGRW) 0.1 $18M +10% 398k 45.63
 View chart
John Hancock Exchange Traded Multifactr Sml (JHSC) 0.1 $18M +4778% 447k 40.14
 View chart
Pacer Fds Tr Pacer Us Small (CALF) 0.1 $18M +22% 385k 46.52
 View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $18M +10% 214k 83.75
 View chart
Honeywell International (HON) 0.1 $18M -2% 86k 206.71
 View chart
Fs Kkr Capital Corp (FSK) 0.1 $18M +4% 895k 19.73
 View chart
Netflix (NFLX) 0.1 $18M +4% 25k 709.25
 View chart
Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $18M +6% 223k 78.56
 View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $18M 174k 100.69
 View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA) 0.1 $17M +21% 217k 80.48
 View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $17M +9% 198k 83.00
 View chart
Ishares Tr Mbs Etf (MBB) 0.1 $17M +20% 172k 95.81
 View chart
First Tr Lrg Cp Vl Alphadex Com Shs (FTA) 0.1 $16M -4% 205k 79.13
 View chart
Spdr Ser Tr Portfolio Short (SPSB) 0.1 $16M +8% 534k 30.28
 View chart
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $16M 136k 117.29
 View chart
Waste Management (WM) 0.1 $16M +2% 76k 207.60
 View chart
World Gold Tr Spdr Gld Minis (GLDM) 0.1 $16M +7% 302k 52.13
 View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.1 $16M +36% 517k 30.15
 View chart
Ark Etf Tr Innovation Etf (ARKK) 0.1 $16M -23% 327k 47.53
 View chart
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $16M -7% 176k 88.14
 View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $15M 137k 112.94
 View chart
Comcast Corp Cl A (CMCSA) 0.1 $15M -14% 368k 41.77
 View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.1 $15M +27% 128k 120.33
 View chart
Qualcomm (QCOM) 0.1 $15M +11% 90k 170.05
 View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.1 $15M +10% 152k 100.29
 View chart
Lowe's Companies (LOW) 0.1 $15M 56k 270.86
 View chart
American Express Company (AXP) 0.1 $15M 56k 271.20
 View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $15M +11% 153k 98.12
 View chart
Ishares Tr Eafe Value Etf (EFV) 0.1 $15M +42% 260k 57.53
 View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $15M +18% 188k 79.42
 View chart
Blackrock Etf Trust Us Eqt Factor (DYNF) 0.1 $15M +128% 300k 49.47
 View chart
3M Company (MMM) 0.1 $15M -8% 108k 136.71
 View chart
At&t (T) 0.1 $15M -2% 667k 22.00
 View chart
First Tr Exchange-traded First Tr Enh New (FTSM) 0.1 $15M -37% 244k 59.87
 View chart
Select Sector Spdr Tr Communication (XLC) 0.1 $14M -5% 159k 90.40
 View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $14M -19% 83k 173.66
 View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.1 $14M -31% 493k 29.07
 View chart
Ishares Msci Emrg Chn (EMXC) 0.1 $14M +49% 234k 61.11
 View chart
United Parcel Service CL B (UPS) 0.1 $14M 105k 136.34
 View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $14M +40% 118k 119.70
 View chart
Texas Instruments Incorporated (TXN) 0.1 $14M 68k 206.57
 View chart
Ishares Tr Msci Kld400 Soc (DSI) 0.1 $14M -3% 129k 108.79
 View chart
Blackrock Etf Trust Ii Flexible Income (BINC) 0.1 $14M +196% 262k 53.53
 View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID) 0.1 $14M +2% 109k 127.25
 View chart
Crowdstrike Hldgs Cl A (CRWD) 0.1 $14M +51% 49k 280.47
 View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.1 $14M +2% 156k 88.28
 View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $14M -10% 132k 104.07
 View chart
Thermo Fisher Scientific (TMO) 0.1 $14M 22k 618.51
 View chart
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $14M 139k 97.42
 View chart
Ishares Tr Core High Dv Etf (HDV) 0.1 $14M +5% 115k 117.62
 View chart
Paypal Holdings (PYPL) 0.1 $14M -4% 172k 78.03
 View chart
Bristol Myers Squibb (BMY) 0.1 $13M -3% 254k 51.74
 View chart
Vanguard World Health Car Etf (VHT) 0.1 $13M +8% 47k 282.20
 View chart
Spdr Ser Tr S&p 500 Esg Etf (EFIV) 0.1 $13M +351% 235k 55.76
 View chart
Palo Alto Networks (PANW) 0.1 $13M -33% 38k 341.79
 View chart
T Rowe Price Etf Growth Etf (TGRT) 0.1 $13M +4% 365k 35.88
 View chart
Ishares Tr Core Total Usd (IUSB) 0.1 $13M +69% 277k 47.12
 View chart
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.1 $13M +417% 201k 64.60
 View chart
Simplify Exchange Traded Fun Simplify Us Eqt (SPBC) 0.1 $13M +537% 358k 36.35
 View chart
Ishares Tr Msci Eafe Etf (EFA) 0.1 $13M -2% 155k 83.63
 View chart
RBB Us Trsry 6 Mnth (XBIL) 0.1 $13M +2% 257k 50.20
 View chart
Vanguard World Mega Cap Val Etf (MGV) 0.1 $13M +2% 100k 128.28
 View chart
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $13M -9% 160k 80.30
 View chart
Ishares Tr Rus 1000 Etf (IWB) 0.1 $13M -4% 41k 314.39
 View chart
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $13M 163k 78.69
 View chart
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $13M -43% 63k 202.76
 View chart
Ishares Tr Blackrock Ultra (ICSH) 0.1 $13M -10% 252k 50.74
 View chart
Eaton Corp SHS (ETN) 0.1 $13M +16% 39k 331.44
 View chart
Danaher Corporation (DHR) 0.1 $13M +5% 46k 278.01
 View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.1 $13M +24% 193k 65.83
 View chart
Adobe Systems Incorporated (ADBE) 0.1 $13M -4% 24k 517.68
 View chart
Ishares Tr Us Sml Cap Eqt (SMLF) 0.1 $13M +108% 190k 66.35
 View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $13M +13% 396k 31.78
 View chart

Past Filings by Private Advisor Group

SEC 13F filings are viewable for Private Advisor Group going back to 2013

View all past filings