Private Advisory
Latest statistics and disclosures from Private Advisory Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AAPL, NVDA, IWM, META, and represent 25.94% of Private Advisory Group's stock portfolio.
- Added to shares of these 10 stocks: IWM (+$37M), SPY (+$27M), AVGO (+$11M), INTC (+$8.0M), NVO (+$8.0M), DAL (+$7.7M), EWY (+$6.1M), CCJ (+$5.9M), Z (+$5.1M), XLRE (+$5.1M).
- Started 54 new stock positions in XLRE, IRM, STEP, BILL, TT, GS, CTAS, PSP, LQD, RSSY.
- Reduced shares in these 10 stocks: QQQ (-$15M), BAC (-$9.2M), XOP (-$8.2M), MU (-$7.3M), , IEUR (-$6.3M), TTE (-$5.9M), VZ (-$5.8M), IBM (-$5.7M), NVDA (-$5.6M).
- Sold out of its positions in AMAT, BAC, CMG, FIX, DVA, QTEC, FNK, FEMB, FTSM, GSK.
- Private Advisory Group was a net buyer of stock by $51M.
- Private Advisory Group has $838M in assets under management (AUM), dropping by 9.07%.
- Central Index Key (CIK): 0001632965
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Portfolio Holdings for Private Advisory Group
Private Advisory Group holds 196 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 6.0 | $50M | +2% | 117k | 430.30 |
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| Apple (AAPL) | 6.0 | $50M | 214k | 233.00 |
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| NVIDIA Corporation (NVDA) | 5.5 | $46M | -10% | 381k | 121.44 |
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| Ishares Tr Russell 2000 Etf Call Option (IWM) | 4.4 | $37M | NEW | 169k | 220.89 |
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| Meta Platforms Cl A (META) | 4.0 | $34M | -8% | 59k | 572.44 |
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| Amazon (AMZN) | 4.0 | $33M | +5% | 179k | 186.33 |
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| Alphabet Cap Stk Cl C (GOOG) | 3.6 | $31M | +7% | 182k | 167.19 |
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| Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) | 3.2 | $27M | NEW | 46k | 573.76 |
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| Costco Wholesale Corporation (COST) | 2.6 | $22M | -10% | 25k | 886.54 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 2.3 | $19M | -7% | 107k | 179.16 |
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| Eli Lilly & Co. (LLY) | 2.2 | $18M | 21k | 885.94 |
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| Netflix (NFLX) | 2.0 | $16M | -2% | 23k | 709.27 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 1.8 | $15M | +5% | 118k | 128.20 |
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| Tesla Motors (TSLA) | 1.5 | $12M | -21% | 47k | 261.63 |
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| Broadcom (AVGO) | 1.4 | $12M | +2676% | 69k | 172.50 |
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| Advanced Micro Devices (AMD) | 1.4 | $12M | +25% | 72k | 164.08 |
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| Novo-nordisk A S Adr (NVO) | 1.4 | $12M | +230% | 96k | 119.07 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.4 | $11M | +6% | 25k | 460.26 |
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| Home Depot (HD) | 1.2 | $9.9M | -2% | 25k | 405.20 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 1.1 | $9.6M | +2% | 36k | 263.83 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.1 | $9.5M | -60% | 20k | 488.08 |
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| Humana (HUM) | 1.1 | $9.5M | +54% | 30k | 316.74 |
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| Select Sector Spdr Tr Technology (XLK) | 1.1 | $9.4M | 42k | 225.76 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.1 | $8.9M | +2% | 15k | 576.81 |
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| Asml Holding N V N Y Registry Shs (ASML) | 1.0 | $8.6M | +49% | 10k | 833.25 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.0 | $8.5M | +2% | 49k | 173.67 |
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| Intel Corporation (INTC) | 1.0 | $8.0M | NEW | 343k | 23.46 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.9 | $7.7M | NEW | 152k | 50.79 |
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| Vertiv Holdings Com Cl A (VRT) | 0.8 | $6.5M | +12% | 66k | 99.49 |
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| First Tr Exchange-traded Ft Vest S&p 500 (KNG) | 0.7 | $6.1M | 112k | 54.48 |
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| Ishares Msci Sth Kor Etf (EWY) | 0.7 | $6.1M | NEW | 95k | 63.96 |
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| Cameco Corporation (CCJ) | 0.7 | $5.9M | NEW | 123k | 47.76 |
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| Ishares Tr Msci India Etf (INDA) | 0.7 | $5.9M | +5% | 100k | 58.53 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.7 | $5.8M | +3% | 50k | 116.96 |
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| Procter & Gamble Company (PG) | 0.7 | $5.7M | +9% | 33k | 173.20 |
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| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.7 | $5.5M | +317% | 93k | 59.21 |
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| Ishares Msci Emrg Chn (EMXC) | 0.6 | $5.4M | +4% | 89k | 61.11 |
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| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.6 | $5.3M | +2% | 49k | 108.18 |
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| Charles Schwab Corporation (SCHW) | 0.6 | $5.3M | +3% | 82k | 64.81 |
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| Ge Aerospace Com New (GE) | 0.6 | $5.2M | +15% | 27k | 188.58 |
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| Toyota Motor Corp Ads (TM) | 0.6 | $5.1M | 29k | 178.57 |
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| Zillow Group Cl C Cap Stk (Z) | 0.6 | $5.1M | NEW | 80k | 63.85 |
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| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.6 | $5.1M | NEW | 114k | 44.67 |
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| Mastercard Incorporated Cl A (MA) | 0.6 | $4.8M | +10% | 9.8k | 493.80 |
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| Tidal Tr Ii Return Stckd Us (RSST) | 0.6 | $4.8M | +191% | 194k | 24.50 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.5 | $4.5M | -9% | 88k | 51.04 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $4.4M | -6% | 8.3k | 527.69 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $4.2M | +994% | 20k | 210.86 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.5 | $3.9M | 41k | 95.75 |
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| First Tr Exchange-traded Dorsy Wrgh Vlu (DVLU) | 0.5 | $3.9M | 127k | 30.83 |
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| Citigroup Com New (C) | 0.4 | $3.8M | NEW | 60k | 62.60 |
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| Johnson & Johnson (JNJ) | 0.4 | $3.7M | +8% | 23k | 162.06 |
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| salesforce (CRM) | 0.4 | $3.7M | +1031% | 14k | 273.71 |
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| Deutsche Bank A G Namen Akt (DB) | 0.4 | $3.5M | +3% | 204k | 17.31 |
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| Dell Technologies CL C (DELL) | 0.4 | $3.5M | +296% | 30k | 118.54 |
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| Lennar Corp Cl A (LEN) | 0.4 | $3.5M | -45% | 19k | 187.48 |
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| Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN) | 0.4 | $3.5M | +2% | 68k | 51.21 |
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| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.4 | $3.4M | +441% | 34k | 100.29 |
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| Bill Com Holdings Ord (BILL) | 0.4 | $3.3M | NEW | 63k | 52.76 |
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| D.R. Horton (DHI) | 0.4 | $3.3M | -24% | 17k | 190.77 |
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| KB Home (KBH) | 0.4 | $3.2M | 37k | 85.69 |
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| First Tr Exchange-traded Dorseywright Mom (DDIV) | 0.4 | $3.0M | NEW | 82k | 36.77 |
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| Analog Devices (ADI) | 0.4 | $3.0M | +70% | 13k | 230.17 |
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| Proshares Tr K1 Fre Crd Oil (OILK) | 0.3 | $2.9M | -42% | 68k | 42.41 |
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| Cloudflare Cl A Com (NET) | 0.3 | $2.7M | +3% | 34k | 80.89 |
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| Howmet Aerospace (HWM) | 0.3 | $2.7M | +104% | 27k | 100.25 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.3 | $2.6M | NEW | 27k | 98.10 |
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| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.3 | $2.6M | NEW | 142k | 18.10 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.3 | $2.6M | NEW | 23k | 112.98 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $2.5M | +4% | 15k | 165.85 |
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| First Tr Exchange-traded First Tr Ta Hiyl (HYLS) | 0.3 | $2.5M | -4% | 60k | 41.96 |
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| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.3 | $2.5M | +3% | 55k | 45.89 |
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| Spdr Ser Tr S&p Regl Bkg (KRE) | 0.3 | $2.5M | +2% | 44k | 56.60 |
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| Ishares Tr Micro-cap Etf (IWC) | 0.3 | $2.4M | +22% | 20k | 123.32 |
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| Quantumscape Corp Com Cl A (QS) | 0.3 | $2.4M | -26% | 419k | 5.75 |
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| Spdr Ser Tr Portfolio Ln Cor (SPLB) | 0.3 | $2.3M | -19% | 97k | 24.16 |
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| Tidal Tr Ii Return Stacked U (RSSY) | 0.3 | $2.3M | NEW | 114k | 20.54 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.3 | $2.3M | +16% | 45k | 50.74 |
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| First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) | 0.3 | $2.2M | -13% | 46k | 49.40 |
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| First Tr High Yield Opprt 20 (FTHY) | 0.3 | $2.2M | 146k | 15.12 |
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| Rivian Automotive Com Cl A (RIVN) | 0.3 | $2.1M | NEW | 188k | 11.22 |
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| Fair Isaac Corporation (FICO) | 0.3 | $2.1M | +40% | 1.1k | 1943.62 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.3 | $2.1M | NEW | 21k | 100.72 |
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| Ishares Tr Short Treas Bd (SHV) | 0.2 | $2.1M | NEW | 19k | 110.63 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $1.9M | -4% | 23k | 84.53 |
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| Royal Caribbean Cruises (RCL) | 0.2 | $1.8M | +283% | 10k | 177.36 |
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| Nrg Energy Com New (NRG) | 0.2 | $1.7M | -53% | 19k | 91.10 |
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| Mohawk Industries (MHK) | 0.2 | $1.7M | NEW | 11k | 160.68 |
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| Targa Res Corp (TRGP) | 0.2 | $1.7M | NEW | 11k | 148.01 |
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| First Tr Exchange Traded Indls Prod Dur (FXR) | 0.2 | $1.6M | +6% | 22k | 75.76 |
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| Vanguard World Health Car Etf (VHT) | 0.2 | $1.6M | -54% | 5.7k | 282.20 |
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| First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) | 0.2 | $1.6M | +13% | 27k | 58.27 |
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| First Tr Exchange-traded Wtr Etf (FIW) | 0.2 | $1.6M | +3% | 14k | 109.33 |
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| First Tr Exchange-traded Dorsy Wr Momnt (DVOL) | 0.2 | $1.5M | -6% | 45k | 33.15 |
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| Albemarle Corporation (ALB) | 0.2 | $1.4M | NEW | 15k | 94.71 |
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| First Tr Nasdaq Aba Cmnty Bk Ut Com Shs Etf (QABA) | 0.2 | $1.4M | NEW | 27k | 52.89 |
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| First Tr Exchange-traded Nasd Tech Div (TDIV) | 0.2 | $1.4M | NEW | 17k | 80.30 |
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| First Tr Exchange Traded Finls Alphadex (FXO) | 0.2 | $1.4M | -2% | 27k | 51.13 |
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| Pimco Etf Tr Ultra Short Govt (BILZ) | 0.2 | $1.3M | NEW | 13k | 101.22 |
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| Trane Technologies SHS (TT) | 0.1 | $1.2M | NEW | 3.2k | 388.73 |
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| Constellation Energy (CEG) | 0.1 | $1.2M | -54% | 4.8k | 260.01 |
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| Visa Com Cl A (V) | 0.1 | $1.2M | -4% | 4.5k | 274.95 |
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| Iron Mountain (IRM) | 0.1 | $1.2M | NEW | 10k | 118.83 |
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| Select Sector Spdr Tr Indl (XLI) | 0.1 | $1.2M | -23% | 8.8k | 135.44 |
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| Arista Networks (ANET) | 0.1 | $1.2M | +27% | 3.1k | 383.78 |
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| Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) | 0.1 | $1.1M | NEW | 22k | 50.44 |
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| Ftai Aviation SHS (FTAI) | 0.1 | $1.1M | -20% | 8.4k | 132.90 |
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| Stepstone Group Com Cl A (STEP) | 0.1 | $1.1M | NEW | 20k | 56.83 |
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| Pulte (PHM) | 0.1 | $1.1M | -11% | 7.7k | 143.53 |
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| Arthur J. Gallagher & Co. (AJG) | 0.1 | $1.1M | 3.8k | 281.35 |
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| Quanta Services (PWR) | 0.1 | $1.0M | +4% | 3.5k | 298.15 |
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| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 0.1 | $1.0M | +2% | 35k | 29.89 |
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| Nike CL B (NKE) | 0.1 | $1.0M | +2% | 12k | 88.40 |
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| CommVault Systems (CVLT) | 0.1 | $1.0M | NEW | 6.7k | 153.85 |
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| M/I Homes (MHO) | 0.1 | $1.0M | NEW | 6.0k | 171.36 |
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| Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) | 0.1 | $997k | 9.7k | 103.26 |
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| United Therapeutics Corporation (UTHR) | 0.1 | $987k | NEW | 2.8k | 358.35 |
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| Godaddy Cl A (GDDY) | 0.1 | $984k | NEW | 6.3k | 156.78 |
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| Kkr & Co (KKR) | 0.1 | $970k | NEW | 7.4k | 130.58 |
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| Sprouts Fmrs Mkt (SFM) | 0.1 | $969k | NEW | 8.8k | 110.41 |
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| Starbucks Corporation (SBUX) | 0.1 | $951k | +2% | 9.8k | 97.49 |
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| The Baldwin Insurance Grp In Com Cl A (BWIN) | 0.1 | $949k | NEW | 19k | 49.80 |
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| Carlisle Companies (CSL) | 0.1 | $945k | NEW | 2.1k | 449.75 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $940k | 2.4k | 383.93 |
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| Uber Technologies (UBER) | 0.1 | $930k | NEW | 12k | 75.16 |
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| Emcor (EME) | 0.1 | $926k | +24% | 2.2k | 430.53 |
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| Nu Hldgs Ord Shs Cl A (NU) | 0.1 | $925k | +5% | 68k | 13.65 |
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| Deckers Outdoor Corporation (DECK) | 0.1 | $922k | +180% | 5.8k | 159.44 |
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| Tenet Healthcare Corp Com New (THC) | 0.1 | $911k | +21% | 5.5k | 166.20 |
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| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.1 | $899k | -76% | 9.9k | 90.80 |
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| Glaukos (GKOS) | 0.1 | $878k | NEW | 6.7k | 130.28 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $868k | 6.2k | 139.49 |
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| Oneok (OKE) | 0.1 | $853k | -8% | 9.4k | 91.13 |
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| Spx Corp (SPXC) | 0.1 | $819k | NEW | 5.1k | 159.46 |
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| Mueller Industries (MLI) | 0.1 | $796k | NEW | 11k | 74.10 |
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| McKesson Corporation (MCK) | 0.1 | $782k | 1.6k | 494.32 |
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| Qualcomm (QCOM) | 0.1 | $684k | -12% | 4.0k | 170.05 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.1 | $631k | -86% | 13k | 50.22 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $610k | -75% | 6.6k | 91.81 |
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| Metropcs Communications (TMUS) | 0.1 | $605k | -14% | 2.9k | 206.36 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $572k | -15% | 8.0k | 71.73 |
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| Vaneck Etf Trust Pharmaceutcl Etf (PPH) | 0.1 | $544k | -84% | 5.7k | 95.03 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $527k | 6.0k | 87.80 |
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| Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS) | 0.1 | $522k | -2% | 24k | 22.16 |
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| Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) | 0.1 | $509k | -3% | 22k | 23.45 |
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| Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) | 0.1 | $502k | -3% | 22k | 23.12 |
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| Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO) | 0.1 | $501k | -2% | 22k | 22.72 |
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| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.1 | $487k | 11k | 45.51 |
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| Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) | 0.1 | $479k | -7% | 21k | 22.70 |
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| Doordash Cl A (DASH) | 0.1 | $477k | NEW | 3.3k | 142.71 |
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| Southern Copper Corporation (SCCO) | 0.1 | $468k | 4.0k | 115.67 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 0.1 | $466k | -41% | 9.2k | 50.60 |
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| Advisorshares Tr Dorsy Fsm Alcp (DWAW) | 0.0 | $415k | +23% | 11k | 39.18 |
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| Spdr Ser Tr S&p Oilgas Exp (XOP) | 0.0 | $414k | -95% | 3.1k | 131.52 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $398k | NEW | 810.00 | 491.27 |
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| PPG Industries (PPG) | 0.0 | $360k | 2.7k | 132.46 |
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| First Tr Exchange-traded Nasdq Semcndtr (FTXL) | 0.0 | $352k | 3.8k | 93.28 |
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| Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF) | 0.0 | $347k | -2% | 5.5k | 63.43 |
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| Alamo (ALG) | 0.0 | $342k | -34% | 1.9k | 180.13 |
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| First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN) | 0.0 | $339k | 8.9k | 38.04 |
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| Wp Carey (WPC) | 0.0 | $331k | NEW | 5.3k | 62.30 |
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| Samsara Com Cl A (IOT) | 0.0 | $322k | NEW | 6.7k | 48.12 |
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| Sap Se Spon Adr (SAP) | 0.0 | $320k | -92% | 1.4k | 229.10 |
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| First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC) | 0.0 | $319k | +10% | 12k | 26.67 |
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| BlackRock (BLK) | 0.0 | $317k | -3% | 334.00 | 949.51 |
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| First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC) | 0.0 | $305k | 8.3k | 36.77 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $296k | 4.8k | 62.20 |
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| Micron Technology (MU) | 0.0 | $293k | -96% | 2.8k | 103.71 |
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| Goldman Sachs (GS) | 0.0 | $293k | NEW | 592.00 | 495.11 |
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| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $285k | -95% | 4.4k | 64.62 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $280k | -82% | 1.4k | 202.76 |
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| Spdr Ser Tr S&p Homebuild (XHB) | 0.0 | $272k | 2.2k | 124.56 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $268k | 9.4k | 28.41 |
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| Abbvie (ABBV) | 0.0 | $264k | -3% | 1.3k | 197.48 |
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| Invesco Exchange Traded Fd T Building & Const (PKB) | 0.0 | $261k | 3.3k | 79.58 |
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| First Tr Exchange-traded Rba Indl Etf (AIRR) | 0.0 | $259k | -2% | 3.5k | 74.67 |
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| HEICO Corporation (HEI) | 0.0 | $257k | NEW | 981.00 | 261.48 |
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| Spdr Ser Tr S&p Retail Etf (XRT) | 0.0 | $257k | -38% | 3.3k | 77.69 |
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| Chevron Corporation (CVX) | 0.0 | $247k | NEW | 1.7k | 147.25 |
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| Marriott Intl Cl A (MAR) | 0.0 | $244k | 981.00 | 248.60 |
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| Cisco Systems (CSCO) | 0.0 | $232k | 4.4k | 53.22 |
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| Vanguard World Financials Etf (VFH) | 0.0 | $231k | 2.1k | 109.91 |
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| Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.0 | $229k | -36% | 4.5k | 50.50 |
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| Advisorshares Tr Dorsy Fsm Us (DWUS) | 0.0 | $225k | NEW | 4.8k | 47.18 |
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| Cintas Corporation (CTAS) | 0.0 | $220k | NEW | 1.1k | 205.88 |
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| Invesco Exchange Traded Fd T Dorsey Wrgt Inds (PRN) | 0.0 | $219k | NEW | 1.4k | 152.99 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $217k | +2% | 1.9k | 117.22 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $209k | NEW | 1.7k | 119.55 |
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| First Tr Exchange-traded No Amer Energy (EMLP) | 0.0 | $208k | -93% | 6.2k | 33.60 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $206k | NEW | 4.4k | 47.13 |
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| Ishares Tr Core Msci Euro (IEUR) | 0.0 | $205k | -96% | 3.4k | 60.93 |
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| Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP) | 0.0 | $203k | NEW | 3.0k | 68.22 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $202k | NEW | 320.00 | 631.82 |
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| PIMCO Strategic Global Government Fund (RCS) | 0.0 | $110k | 14k | 7.69 |
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| Nuveen Cr Strategies Income Com Shs (JQC) | 0.0 | $79k | 14k | 5.79 |
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| Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $48k | 12k | 4.18 |
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Past Filings by Private Advisory Group
SEC 13F filings are viewable for Private Advisory Group going back to 2016
- Private Advisory Group 2024 Q3 filed Oct. 9, 2024
- Private Advisory Group 2024 Q2 filed July 23, 2024
- Private Advisory Group 2024 Q1 filed May 14, 2024
- Private Advisory Group 2023 Q2 restated filed Jan. 12, 2024
- Private Advisory Group 2023 Q3 filed Nov. 13, 2023
- Private Advisory Group 2023 Q2 filed Aug. 11, 2023
- Private Advisory Group 2023 Q1 filed May 12, 2023
- Private Advisory Group 2022 Q4 filed Feb. 14, 2023
- Private Advisory Group 2022 Q3 filed Nov. 14, 2022
- Private Advisory Group 2022 Q2 filed Aug. 12, 2022
- Private Advisory Group 2022 Q1 filed May 13, 2022
- Private Advisory Group 2021 Q4 filed Jan. 27, 2022
- Private Advisory Group 2021 Q3 filed Oct. 22, 2021
- Private Advisory Group 2021 Q2 filed Aug. 2, 2021
- Private Advisory Group 2021 Q1 filed April 8, 2021
- Private Advisory Group 2020 Q4 filed Feb. 5, 2021