Private Advisory
Latest statistics and disclosures from Private Advisory Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, NVDA, AAPL, AMZN, QQQ, and represent 26.41% of Private Advisory Group's stock portfolio.
- Added to shares of these 10 stocks: MSFT (+$38M), IWM (+$31M), QQQ (+$15M), INTC (+$13M), SGOV (+$12M), NVO (+$10M), POWL (+$9.8M), MDLZ (+$9.7M), VZ (+$9.4M), HQY (+$9.1M).
- Started 39 new stock positions in INTC, FIX, FDT, MDLZ, POWL, CAT, ALNY, CCJ, SOFI, RDDT.
- Reduced shares in these 10 stocks: SPY (-$30M), NVDA (-$22M), , UNH (-$14M), James Hardie Industries SE (-$13M), AAPL (-$11M), SHV (-$8.7M), AVGO (-$8.6M), GOOG (-$8.1M), RH (-$7.9M).
- Sold out of its positions in ATGE, BJ, XHLF, CHEF, CTAS, DELL, DAL, FDD, FGM, FKU.
- Private Advisory Group was a net buyer of stock by $9.0M.
- Private Advisory Group has $1.2B in assets under management (AUM), dropping by 10.11%.
- Central Index Key (CIK): 0001632965
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Portfolio Holdings for Private Advisory Group
Private Advisory Group holds 212 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation Call Option (MSFT) | 8.9 | $109M | +53% | 210k | 517.95 |
|
| NVIDIA Corporation Call Option (NVDA) | 5.6 | $68M | -24% | 367k | 186.58 |
|
| Apple Call Option (AAPL) | 5.0 | $61M | -15% | 241k | 254.63 |
|
| Amazon (AMZN) | 3.4 | $42M | -3% | 191k | 219.57 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.4 | $41M | +56% | 68k | 600.36 |
|
| Alphabet Cap Stk Cl C (GOOG) | 2.9 | $35M | -18% | 143k | 243.55 |
|
| Ishares Tr Russell 2000 Etf Call Option (IWM) | 2.9 | $35M | +920% | 144k | 241.96 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 2.4 | $29M | +69% | 288k | 100.70 |
|
| Meta Platforms Cl A (META) | 2.3 | $28M | -12% | 38k | 734.38 |
|
| Broadcom (AVGO) | 2.0 | $24M | -26% | 73k | 329.91 |
|
| Netflix (NFLX) | 1.9 | $24M | -20% | 20k | 1198.92 |
|
| Tesla Motors (TSLA) | 1.8 | $22M | +3% | 50k | 444.72 |
|
| Ishares Msci Equal Weite (EUSA) | 1.7 | $21M | 207k | 102.97 |
|
|
| Costco Wholesale Corporation (COST) | 1.6 | $20M | -25% | 22k | 925.64 |
|
| Ishares Msci Sth Kor Etf (EWY) | 1.6 | $20M | -22% | 245k | 80.10 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.4 | $17M | +23% | 34k | 502.74 |
|
| Eli Lilly & Co. (LLY) | 1.3 | $16M | +15% | 21k | 763.00 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 1.3 | $15M | +3% | 16k | 968.09 |
|
| Exxon Mobil Corporation (XOM) | 1.2 | $15M | +36% | 131k | 112.75 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 1.2 | $14M | -5% | 103k | 140.95 |
|
| First Tr Exchange-traded Com Shs Annual (FDM) | 1.1 | $14M | +6% | 183k | 75.75 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.1 | $14M | -21% | 49k | 279.29 |
|
| JPMorgan Chase & Co. (JPM) | 1.1 | $14M | -3% | 43k | 315.43 |
|
| Constellation Energy (CEG) | 1.1 | $13M | +12% | 39k | 329.07 |
|
| Coreweave Com Cl A (CRWV) | 1.0 | $13M | +16% | 93k | 136.85 |
|
| Intel Corporation (INTC) | 1.0 | $13M | NEW | 377k | 33.55 |
|
| Oracle Corporation (ORCL) | 1.0 | $12M | -34% | 44k | 281.24 |
|
| Halliburton Company (HAL) | 0.9 | $12M | +35% | 469k | 24.60 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.9 | $12M | +2% | 176k | 65.26 |
|
| Cloudflare Cl A Com (NET) | 0.9 | $12M | -24% | 54k | 214.59 |
|
| American Express Company (AXP) | 0.9 | $11M | +7% | 34k | 332.16 |
|
| Micron Technology (MU) | 0.9 | $11M | -13% | 68k | 167.32 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.9 | $11M | -7% | 74k | 150.86 |
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.9 | $11M | +25% | 259k | 42.13 |
|
| Rocket Cos Com Cl A (RKT) | 0.9 | $11M | -9% | 540k | 19.38 |
|
| Target Corporation (TGT) | 0.9 | $10M | +16% | 116k | 89.70 |
|
| Novo-nordisk A S Adr (NVO) | 0.8 | $10M | +3357% | 186k | 55.49 |
|
| Advanced Micro Devices (AMD) | 0.8 | $10M | -27% | 64k | 161.79 |
|
| Powell Industries (POWL) | 0.8 | $9.8M | NEW | 32k | 304.81 |
|
| Goldman Sachs (GS) | 0.8 | $9.8M | -10% | 12k | 796.35 |
|
| JBS Cl A Shs (JBS) | 0.8 | $9.7M | +15% | 651k | 14.93 |
|
| Mondelez Intl Cl A (MDLZ) | 0.8 | $9.7M | NEW | 155k | 62.47 |
|
| Procter & Gamble Company (PG) | 0.8 | $9.5M | +8% | 62k | 153.65 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $9.5M | -13% | 14k | 669.32 |
|
| Verizon Communications (VZ) | 0.8 | $9.4M | NEW | 214k | 43.95 |
|
| Zillow Group Cl C Cap Stk (Z) | 0.8 | $9.2M | +4% | 120k | 77.05 |
|
| Healthequity (HQY) | 0.7 | $9.1M | NEW | 96k | 94.77 |
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.7 | $9.0M | -12% | 133k | 67.26 |
|
| Boeing Company (BA) | 0.7 | $8.7M | 40k | 215.83 |
|
|
| James Hardie Inds Ord Shs (JHX) | 0.7 | $8.5M | NEW | 441k | 19.21 |
|
| Generac Holdings (GNRC) | 0.6 | $7.8M | NEW | 47k | 167.40 |
|
| Spdr Series Trust Portfolio S&p600 (SPSM) | 0.6 | $7.7M | +2% | 165k | 46.32 |
|
| Bank of America Corporation (BAC) | 0.6 | $6.7M | -10% | 131k | 51.59 |
|
| Pimco Etf Tr Ultra Short Govt (BILZ) | 0.5 | $5.9M | +357% | 59k | 101.19 |
|
| Goldman Sachs Etf Tr Hedge Ind Etf (GVIP) | 0.4 | $5.4M | +39% | 35k | 153.26 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $5.4M | -6% | 22k | 243.09 |
|
| Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ) | 0.4 | $5.1M | +53% | 119k | 43.03 |
|
| Proshares Tr K-1 Free Crd Oil (OILK) | 0.4 | $5.0M | NEW | 124k | 40.10 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.4 | $4.9M | 18k | 281.86 |
|
|
| Howmet Aerospace (HWM) | 0.4 | $4.6M | +3% | 24k | 196.23 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.4 | $4.6M | NEW | 39k | 118.37 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $4.6M | -6% | 39k | 118.83 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $4.5M | -2% | 38k | 120.72 |
|
| First Tr Exchange-traded Ft Vest S&p 500 (KNG) | 0.4 | $4.5M | +71% | 91k | 49.31 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.3 | $4.1M | +10% | 76k | 53.87 |
|
| Take-Two Interactive Software (TTWO) | 0.3 | $3.9M | +27% | 15k | 258.36 |
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.3 | $3.6M | -40% | 36k | 100.23 |
|
| Spdr Series Trust Bloomberg Enhncd (CERY) | 0.3 | $3.6M | +69% | 125k | 28.65 |
|
| Tidal Trust Ii Return Stckd Us (RSST) | 0.3 | $3.5M | +110% | 134k | 26.46 |
|
| Ge Vernova (GEV) | 0.3 | $3.5M | +93% | 5.7k | 615.11 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $3.4M | -2% | 5.5k | 612.41 |
|
| Global X Fds Glbl X Mlp Etf (MLPA) | 0.3 | $3.3M | +116% | 67k | 48.42 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $3.2M | +40% | 15k | 215.78 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.3 | $3.2M | +13% | 62k | 51.09 |
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.3 | $3.1M | +4% | 169k | 18.24 |
|
| First Tr Exchange-traded First Tr Ta Hiyl (HYLS) | 0.2 | $3.0M | +9% | 72k | 42.05 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $3.0M | -90% | 4.5k | 666.25 |
|
| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.2 | $3.0M | +6% | 65k | 45.84 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $2.9M | +33% | 15k | 189.70 |
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $2.8M | -19% | 15k | 182.42 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $2.8M | +44% | 34k | 82.96 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.2 | $2.8M | +14% | 25k | 111.22 |
|
| Tidal Trust Ii Return Stacked U (RSSY) | 0.2 | $2.7M | +116% | 135k | 20.11 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.2 | $2.7M | +4% | 19k | 143.18 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.2 | $2.4M | -56% | 29k | 81.19 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $2.3M | +24% | 7.1k | 328.17 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $2.2M | +135% | 19k | 111.47 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.2 | $2.1M | +79% | 22k | 95.19 |
|
| Roblox Corp Cl A (RBLX) | 0.2 | $2.1M | -45% | 15k | 138.52 |
|
| Axil Brands Com New (AXIL) | 0.2 | $2.1M | +10% | 335k | 6.30 |
|
| First Tr High Yield Opprt 20 (FTHY) | 0.2 | $2.1M | 145k | 14.49 |
|
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.2 | $2.1M | +31% | 8.1k | 256.45 |
|
| Spdr Series Trust Bbg Conv Sec Etf (CWB) | 0.2 | $2.0M | +28% | 23k | 90.50 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.2 | $2.0M | NEW | 8.6k | 236.06 |
|
| Ge Aerospace Com New (GE) | 0.2 | $2.0M | -15% | 6.6k | 300.82 |
|
| Royal Caribbean Cruises (RCL) | 0.2 | $1.8M | -19% | 5.6k | 323.58 |
|
| Fox Corp Cl A Com (FOXA) | 0.1 | $1.5M | +2% | 24k | 63.06 |
|
| Sofi Technologies (SOFI) | 0.1 | $1.5M | NEW | 57k | 26.42 |
|
| Celsius Hldgs Com New (CELH) | 0.1 | $1.5M | -16% | 26k | 57.49 |
|
| First Tr Exchange-traded Dorsy Wr Momnt (DVOL) | 0.1 | $1.4M | +26% | 40k | 35.46 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $1.4M | -5% | 52k | 27.30 |
|
| Comfort Systems USA (FIX) | 0.1 | $1.4M | NEW | 1.7k | 825.18 |
|
| Visa Com Cl A (V) | 0.1 | $1.4M | +10% | 4.0k | 341.38 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $1.3M | 2.8k | 479.61 |
|
|
| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.1 | $1.3M | NEW | 27k | 47.72 |
|
| Carvana Cl A (CVNA) | 0.1 | $1.3M | +52% | 3.4k | 377.24 |
|
| Tapestry (TPR) | 0.1 | $1.3M | -22% | 11k | 113.22 |
|
| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.1 | $1.3M | +200% | 16k | 78.34 |
|
| Microchip Technology (MCHP) | 0.1 | $1.2M | NEW | 19k | 64.22 |
|
| Astera Labs (ALAB) | 0.1 | $1.2M | NEW | 6.2k | 195.80 |
|
| Ubiquiti (UI) | 0.1 | $1.2M | -29% | 1.8k | 660.58 |
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.1 | $1.1M | +6% | 12k | 93.64 |
|
| Doordash Cl A (DASH) | 0.1 | $1.1M | -23% | 3.9k | 271.99 |
|
| First Tr Exchange-traded Dorsy Wrgh Vlu (DVLU) | 0.1 | $1.0M | +10% | 31k | 33.60 |
|
| Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) | 0.1 | $1.0M | -28% | 8.7k | 118.06 |
|
| Agnico (AEM) | 0.1 | $1.0M | -28% | 6.0k | 168.56 |
|
| Kkr & Co (KKR) | 0.1 | $994k | -13% | 7.6k | 129.95 |
|
| Tidal Trust Ii Ret Stckd Gl Stk (RSSB) | 0.1 | $990k | -8% | 35k | 28.18 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 0.1 | $987k | -11% | 30k | 33.42 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $983k | 3.2k | 309.74 |
|
|
| Select Sector Spdr Tr Indl (XLI) | 0.1 | $974k | 6.3k | 154.23 |
|
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $961k | -34% | 14k | 68.81 |
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| Hldgs (UAL) | 0.1 | $951k | -22% | 9.9k | 96.50 |
|
| Nrg Energy Com New (NRG) | 0.1 | $911k | -39% | 5.6k | 161.95 |
|
| Cameco Corporation (CCJ) | 0.1 | $899k | NEW | 11k | 83.86 |
|
| First Tr Exchange-traded Us Eqty Oppt Etf (FPX) | 0.1 | $881k | NEW | 5.3k | 166.16 |
|
| Axon Enterprise (AXON) | 0.1 | $867k | +6% | 1.2k | 717.64 |
|
| Applovin Corp Com Cl A (APP) | 0.1 | $847k | +96% | 1.2k | 718.54 |
|
| First Tr Exchange-traded A Com Shs (FAD) | 0.1 | $845k | NEW | 5.3k | 160.55 |
|
| First Tr Exchange-traded A Com Shs (FTC) | 0.1 | $842k | NEW | 5.2k | 160.66 |
|
| Vital Farms (VITL) | 0.1 | $834k | NEW | 20k | 41.15 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $811k | 5.7k | 141.50 |
|
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.1 | $751k | 10k | 72.44 |
|
|
| First Tr Exch Trd Alphdx Europe Alphadex (FEP) | 0.1 | $713k | -54% | 14k | 51.19 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $708k | 2.4k | 293.74 |
|
|
| Starbucks Corporation (SBUX) | 0.1 | $708k | 8.4k | 84.60 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $689k | +4% | 1.2k | 568.81 |
|
| Reddit Cl A (RDDT) | 0.1 | $679k | NEW | 3.0k | 229.99 |
|
| Philip Morris International (PM) | 0.1 | $659k | +5% | 4.1k | 162.20 |
|
| Alnylam Pharmaceuticals (ALNY) | 0.1 | $647k | NEW | 1.4k | 456.00 |
|
| Qualcomm (QCOM) | 0.1 | $612k | 3.7k | 166.36 |
|
|
| Altria (MO) | 0.1 | $610k | +2% | 9.2k | 66.06 |
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| Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS) | 0.0 | $591k | +16% | 27k | 22.08 |
|
| Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) | 0.0 | $583k | +20% | 26k | 22.74 |
|
| Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT) | 0.0 | $583k | +21% | 27k | 21.57 |
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) | 0.0 | $578k | +18% | 25k | 23.06 |
|
| Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) | 0.0 | $572k | +16% | 25k | 23.40 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.0 | $552k | -94% | 5.0k | 110.49 |
|
| First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT) | 0.0 | $530k | NEW | 7.0k | 75.37 |
|
| Nike CL B (NKE) | 0.0 | $512k | +2% | 7.3k | 69.73 |
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| Abbvie (ABBV) | 0.0 | $476k | +31% | 2.1k | 231.45 |
|
| Metropcs Communications (TMUS) | 0.0 | $471k | +9% | 2.0k | 239.38 |
|
| Coca-Cola Company (KO) | 0.0 | $465k | +2% | 7.0k | 66.32 |
|
| Wal-Mart Stores (WMT) | 0.0 | $459k | +31% | 4.5k | 103.08 |
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $432k | +4% | 4.8k | 89.77 |
|
| Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) | 0.0 | $428k | NEW | 5.7k | 75.61 |
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $426k | +3% | 3.9k | 109.95 |
|
| Talen Energy Corp (TLN) | 0.0 | $425k | NEW | 998.00 | 425.38 |
|
| Advisorshares Tr Dorsy Fsm Alcp (DWAW) | 0.0 | $416k | 9.5k | 43.89 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $412k | +10% | 5.7k | 72.77 |
|
| Co Diagnostics (CODX) | 0.0 | $407k | 1.2M | 0.34 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC) | 0.0 | $402k | +12% | 10k | 40.10 |
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN) | 0.0 | $402k | +12% | 9.5k | 42.20 |
|
| Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Dvlp (PIZ) | 0.0 | $392k | -61% | 8.2k | 47.67 |
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.0 | $381k | -74% | 5.0k | 76.01 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC) | 0.0 | $371k | +3% | 12k | 31.12 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $367k | -3% | 8.7k | 42.37 |
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| First Tr Exchange Traded Cloud Computing (SKYY) | 0.0 | $354k | -27% | 2.6k | 134.42 |
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| Marriott Intl Cl A (MAR) | 0.0 | $340k | +75% | 1.3k | 260.44 |
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| Applied Materials (AMAT) | 0.0 | $333k | +11% | 1.6k | 204.74 |
|
| Ishares Msci Glb Slv&mtl (SLVP) | 0.0 | $326k | NEW | 12k | 27.37 |
|
| Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Emrg (PIE) | 0.0 | $326k | NEW | 13k | 24.40 |
|
| First Tr Exchange Traded Rba Indl Etf (AIRR) | 0.0 | $325k | +10% | 3.4k | 96.68 |
|
| Invesco Exchange Traded Fd T S&p Sml600 Val (RZV) | 0.0 | $320k | -17% | 2.7k | 118.04 |
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| Alamo (ALG) | 0.0 | $318k | 1.7k | 190.90 |
|
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| HEICO Corporation (HEI) | 0.0 | $317k | 981.00 | 322.82 |
|
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| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $309k | -27% | 1.1k | 279.84 |
|
| TJX Companies (TJX) | 0.0 | $306k | +17% | 2.1k | 144.54 |
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| Home Depot (HD) | 0.0 | $302k | -44% | 745.00 | 405.19 |
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| First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) | 0.0 | $301k | -83% | 4.9k | 61.92 |
|
| Sap Se Spon Adr (SAP) | 0.0 | $301k | +17% | 1.1k | 267.21 |
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| Caterpillar (CAT) | 0.0 | $299k | NEW | 627.00 | 476.91 |
|
| Global X Fds Global X Gold Ex (GOEX) | 0.0 | $291k | NEW | 4.3k | 67.93 |
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $285k | 1.1k | 259.60 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $283k | 1.5k | 186.49 |
|
|
| Prologis (PLD) | 0.0 | $275k | +8% | 2.4k | 114.54 |
|
| Vanguard World Financials Etf (VFH) | 0.0 | $275k | 2.1k | 131.24 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $271k | +8% | 3.4k | 79.94 |
|
| UnitedHealth (UNH) | 0.0 | $267k | -98% | 774.00 | 345.30 |
|
| Linde SHS (LIN) | 0.0 | $267k | +9% | 561.00 | 475.00 |
|
| Rh (RH) | 0.0 | $264k | -96% | 1.3k | 203.16 |
|
| PPG Industries (PPG) | 0.0 | $258k | 2.5k | 105.11 |
|
|
| Cisco Systems (CSCO) | 0.0 | $255k | +3% | 3.7k | 68.42 |
|
| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.0 | $255k | -93% | 2.2k | 113.86 |
|
| Automatic Data Processing (ADP) | 0.0 | $255k | +4% | 867.00 | 293.50 |
|
| Lam Research Corp Com New (LRCX) | 0.0 | $254k | NEW | 1.9k | 133.90 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $253k | NEW | 1.7k | 148.61 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $252k | NEW | 513.00 | 490.38 |
|
| Johnson & Johnson (JNJ) | 0.0 | $242k | NEW | 1.3k | 185.44 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $242k | 1.7k | 138.24 |
|
|
| Boston Scientific Corporation (BSX) | 0.0 | $234k | +9% | 2.4k | 97.63 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $225k | NEW | 2.9k | 76.40 |
|
| Advisorshares Tr Dorsy Fsm Us (DWUS) | 0.0 | $225k | NEW | 4.1k | 54.32 |
|
| First Tr Exchange Traded Nasdq Cln Edge (GRID) | 0.0 | $224k | -6% | 1.5k | 151.08 |
|
| Morgan Stanley Com New (MS) | 0.0 | $213k | NEW | 1.3k | 158.96 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.0 | $212k | NEW | 4.2k | 50.78 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $212k | +5% | 4.5k | 46.93 |
|
| Analog Devices (ADI) | 0.0 | $204k | NEW | 831.00 | 245.70 |
|
| First Tr Exchange-traded Wtr Etf (FIW) | 0.0 | $201k | -6% | 1.8k | 112.35 |
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.0 | $194k | NEW | 11k | 17.01 |
|
| V.F. Corporation (VFC) | 0.0 | $149k | -98% | 10k | 14.43 |
|
| Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $77k | 12k | 6.70 |
|
Past Filings by Private Advisory Group
SEC 13F filings are viewable for Private Advisory Group going back to 2016
- Private Advisory Group 2025 Q3 filed Nov. 10, 2025
- Private Advisory Group 2025 Q2 filed Aug. 7, 2025
- Private Advisory Group 2025 Q1 filed May 8, 2025
- Private Advisory Group 2024 Q4 restated filed April 11, 2025
- Private Advisory Group 2024 Q4 filed Feb. 14, 2025
- 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