Private Advisory
Latest statistics and disclosures from Private Advisory Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, NVDA, AMZN, GOOG, and represent 26.83% of Private Advisory Group's stock portfolio.
- Added to shares of these 10 stocks: BIL (+$11M), EWY (+$9.3M), LLY (+$9.1M), CERY (+$5.5M), ELV (+$5.3M), DELL (+$5.1M), MSFT (+$5.0M), SGOV, SHY, AMLP.
- Started 52 new stock positions in WMT, UAL, TIP, CBOE, ACIW, CWAN, LEVI, CBRE, XLF, SQM.
- Reduced shares in these 10 stocks: IWM (-$37M), HUM (-$9.5M), SPY (-$9.2M), DAL (-$8.9M), NVO (-$7.0M), , EMXC (-$5.4M), XLK, GE, DDIV.
- Sold out of its positions in Arista Networks, BWIN, BlackRock, CSL, CVX, CVLT, FIW, QABA, TDIV, DDIV.
- Private Advisory Group was a net buyer of stock by $27M.
- Private Advisory Group has $893M in assets under management (AUM), dropping by 6.53%.
- 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 December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 6.1 | $55M | 219k | 250.42 |
|
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| Microsoft Corporation (MSFT) | 6.1 | $54M | +10% | 129k | 421.50 |
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| NVIDIA Corporation (NVDA) | 6.0 | $53M | +4% | 398k | 134.29 |
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| Amazon (AMZN) | 4.6 | $41M | +5% | 189k | 219.39 |
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| Alphabet Cap Stk Cl C (GOOG) | 4.0 | $36M | +2% | 188k | 190.44 |
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| Meta Platforms Cl A (META) | 3.8 | $34M | 58k | 585.51 |
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| Eli Lilly & Co. (LLY) | 2.8 | $25M | +57% | 32k | 772.00 |
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| Costco Wholesale Corporation (COST) | 2.8 | $25M | +9% | 27k | 916.28 |
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| Netflix (NFLX) | 2.3 | $21M | 23k | 891.32 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 2.3 | $21M | +10% | 117k | 175.23 |
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| Tesla Motors (TSLA) | 2.1 | $19M | 47k | 403.84 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.0 | $18M | -33% | 31k | 586.09 |
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| Broadcom (AVGO) | 2.0 | $18M | +9% | 75k | 231.84 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 1.7 | $15M | 120k | 127.59 |
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| Ishares Msci Sth Kor Etf (EWY) | 1.6 | $14M | +193% | 279k | 50.89 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.4 | $12M | +21% | 24k | 511.24 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 1.3 | $12M | +1878% | 132k | 91.43 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.3 | $12M | +7% | 27k | 453.28 |
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| Home Depot (HD) | 1.2 | $11M | +10% | 27k | 388.99 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.1 | $10M | +3% | 51k | 197.49 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 1.1 | $9.8M | +2% | 37k | 264.13 |
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| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 1.1 | $9.6M | +75% | 163k | 59.14 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.0 | $9.2M | 16k | 588.67 |
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| Advanced Micro Devices (AMD) | 1.0 | $8.9M | 74k | 120.79 |
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| Dell Technologies CL C (DELL) | 1.0 | $8.5M | +149% | 74k | 115.24 |
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| Asml Holding N V N Y Registry Shs (ASML) | 1.0 | $8.5M | +19% | 12k | 693.08 |
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| Vertiv Holdings Com Cl A (VRT) | 0.9 | $7.7M | +2% | 67k | 113.61 |
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| Cameco Corporation (CCJ) | 0.9 | $7.6M | +19% | 148k | 51.39 |
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| Tidal Tr Ii Return Stckd Us (RSST) | 0.8 | $7.5M | +60% | 313k | 23.90 |
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| First Tr Exchange-traded Ft Vest S&p 500 (KNG) | 0.8 | $7.4M | +31% | 148k | 50.21 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.8 | $7.1M | +237% | 70k | 100.32 |
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| Intel Corporation (INTC) | 0.8 | $7.0M | 347k | 20.05 |
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| Charles Schwab Corporation (SCHW) | 0.7 | $6.4M | +4% | 86k | 74.01 |
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| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.7 | $6.3M | +37% | 156k | 40.67 |
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| Procter & Gamble Company (PG) | 0.7 | $6.2M | +12% | 37k | 167.65 |
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| Spdr Ser Tr S&p Regl Bkg (KRE) | 0.7 | $6.1M | +133% | 102k | 60.35 |
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| Ishares Tr Short Treas Bd (SHV) | 0.7 | $6.1M | +198% | 56k | 110.11 |
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| Zillow Group Cl C Cap Stk (Z) | 0.7 | $6.1M | +2% | 82k | 74.05 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.7 | $6.0M | +4% | 52k | 115.22 |
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| Toyota Motor Corp Ads (TM) | 0.7 | $5.8M | +4% | 30k | 194.61 |
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| Mastercard Incorporated Cl A (MA) | 0.7 | $5.8M | +12% | 11k | 526.57 |
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| Ishares Tr Micro-cap Etf (IWC) | 0.6 | $5.7M | +123% | 44k | 130.38 |
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| Select Sector Spdr Tr Technology (XLK) | 0.6 | $5.7M | -40% | 25k | 232.52 |
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| Spdr Ser Tr Bloomberg Enhncd (CERY) | 0.6 | $5.5M | NEW | 211k | 25.89 |
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| Bill Com Holdings Ord (BILL) | 0.6 | $5.4M | 64k | 84.71 |
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| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.6 | $5.4M | +2% | 51k | 106.04 |
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| Lennar Corp Cl A (LEN) | 0.6 | $5.3M | +109% | 39k | 136.37 |
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| Anthem (ELV) | 0.6 | $5.3M | NEW | 14k | 368.90 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $5.0M | +5% | 21k | 239.71 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.5 | $4.8M | NEW | 59k | 81.98 |
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| salesforce (CRM) | 0.5 | $4.7M | +5% | 14k | 334.33 |
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| Tidal Tr Ii Return Stacked U (RSSY) | 0.5 | $4.4M | +90% | 217k | 20.30 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.5 | $4.4M | +1989% | 91k | 48.16 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $4.3M | -3% | 8.0k | 538.81 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.5 | $4.2M | 41k | 101.53 |
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| D.R. Horton (DHI) | 0.5 | $4.1M | +69% | 29k | 139.82 |
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| Citigroup Com New (C) | 0.5 | $4.1M | -4% | 58k | 70.39 |
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| Cloudflare Cl A Com (NET) | 0.4 | $3.9M | +7% | 36k | 107.68 |
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| Johnson & Johnson (JNJ) | 0.4 | $3.8M | +14% | 26k | 144.62 |
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| Howmet Aerospace (HWM) | 0.4 | $3.7M | +27% | 34k | 109.37 |
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| Deutsche Bank A G Namen Akt (DB) | 0.4 | $3.6M | +4% | 213k | 17.05 |
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| Select Sector Spdr Tr Financial (XLF) | 0.4 | $3.6M | NEW | 75k | 48.33 |
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| Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN) | 0.4 | $3.2M | -5% | 65k | 50.20 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $3.1M | +6% | 16k | 189.30 |
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| KB Home (KBH) | 0.3 | $3.0M | +23% | 46k | 65.72 |
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| Royal Caribbean Cruises (RCL) | 0.3 | $2.9M | +23% | 13k | 230.69 |
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| Analog Devices (ADI) | 0.3 | $2.7M | 13k | 212.46 |
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| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.3 | $2.7M | +7% | 59k | 46.24 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.3 | $2.7M | -40% | 53k | 50.88 |
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| First Tr Exchange-traded First Tr Ta Hiyl (HYLS) | 0.3 | $2.7M | +6% | 65k | 41.33 |
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| Target Corporation (TGT) | 0.3 | $2.6M | NEW | 19k | 135.18 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.3 | $2.6M | NEW | 24k | 106.55 |
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| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.3 | $2.6M | +2% | 144k | 17.70 |
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| Nrg Energy Com New (NRG) | 0.2 | $2.1M | +24% | 23k | 90.22 |
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| First Tr High Yield Opprt 20 (FTHY) | 0.2 | $2.1M | 146k | 14.48 |
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| Fair Isaac Corporation (FICO) | 0.2 | $2.1M | -2% | 1.1k | 1991.53 |
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| Keurig Dr Pepper (KDP) | 0.2 | $2.1M | NEW | 65k | 32.12 |
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| Quantumscape Corp Com Cl A (QS) | 0.2 | $2.0M | -8% | 382k | 5.19 |
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| Targa Res Corp (TRGP) | 0.2 | $1.9M | -3% | 11k | 178.50 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.2 | $1.9M | NEW | 24k | 78.65 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.2 | $1.8M | NEW | 20k | 89.04 |
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| Levi Strauss & Co Cl A Com Stk (LEVI) | 0.2 | $1.8M | NEW | 105k | 17.30 |
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| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.2 | $1.8M | NEW | 23k | 77.89 |
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| First Tr Exchange Traded Cloud Computing (SKYY) | 0.2 | $1.7M | NEW | 15k | 119.12 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $1.7M | +175% | 64k | 27.32 |
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| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.2 | $1.7M | -49% | 17k | 99.92 |
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| First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) | 0.2 | $1.6M | +2% | 28k | 59.06 |
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| First Tr Exchange Traded Indls Prod Dur (FXR) | 0.2 | $1.6M | -2% | 21k | 74.81 |
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| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.2 | $1.5M | NEW | 6.4k | 243.19 |
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| First Tr Exchange Traded Finls Alphadex (FXO) | 0.2 | $1.5M | +3% | 28k | 54.13 |
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| Albemarle Corporation (ALB) | 0.2 | $1.5M | +14% | 17k | 86.08 |
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| Visa Com Cl A (V) | 0.2 | $1.4M | +2% | 4.6k | 316.04 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.2 | $1.4M | -37% | 28k | 50.37 |
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| Kkr & Co (KKR) | 0.2 | $1.4M | +27% | 9.5k | 147.92 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $1.4M | NEW | 18k | 75.63 |
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| Ge Aerospace Com New (GE) | 0.2 | $1.4M | -69% | 8.2k | 166.79 |
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| Oracle Corporation (ORCL) | 0.1 | $1.3M | NEW | 8.0k | 166.64 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $1.3M | -84% | 15k | 86.02 |
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| Arista Networks Com Shs (ANET) | 0.1 | $1.3M | NEW | 12k | 110.53 |
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| First Tr Exchange-traded Dorsy Wrgh Vlu (DVLU) | 0.1 | $1.3M | -65% | 44k | 29.13 |
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| Hldgs (UAL) | 0.1 | $1.3M | NEW | 13k | 97.10 |
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| First Tr Exchange-traded Dorsy Wr Momnt (DVOL) | 0.1 | $1.3M | -18% | 37k | 33.88 |
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| Godaddy Cl A (GDDY) | 0.1 | $1.2M | 6.3k | 197.37 |
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| CBOE Holdings (CBOE) | 0.1 | $1.2M | NEW | 6.3k | 195.40 |
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| Deckers Outdoor Corporation (DECK) | 0.1 | $1.2M | +2% | 5.9k | 203.09 |
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| Axil Brands Com New (AXIL) | 0.1 | $1.2M | NEW | 304k | 3.86 |
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| Select Sector Spdr Tr Indl (XLI) | 0.1 | $1.2M | 8.8k | 131.76 |
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| Constellation Energy (CEG) | 0.1 | $1.1M | +7% | 5.1k | 223.71 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $1.1M | +14% | 2.8k | 410.44 |
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| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.1 | $1.1M | NEW | 15k | 75.53 |
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| Trane Technologies SHS (TT) | 0.1 | $1.1M | -6% | 3.0k | 369.35 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $1.1M | NEW | 6.2k | 176.67 |
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| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 0.1 | $1.1M | 35k | 30.47 |
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| Quanta Services (PWR) | 0.1 | $1.0M | -7% | 3.2k | 316.02 |
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| Iron Mountain (IRM) | 0.1 | $1.0M | -4% | 9.7k | 105.11 |
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| Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) | 0.1 | $991k | -4% | 9.2k | 107.60 |
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| Oneok (OKE) | 0.1 | $975k | +3% | 9.7k | 100.39 |
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| Comfort Systems USA (FIX) | 0.1 | $973k | NEW | 2.3k | 424.06 |
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| Vistra Energy (VST) | 0.1 | $970k | NEW | 7.0k | 137.87 |
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| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.1 | $952k | +9% | 11k | 87.82 |
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| Doordash Cl A (DASH) | 0.1 | $931k | +66% | 5.6k | 167.75 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $926k | +224% | 4.5k | 206.92 |
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| Emcor (EME) | 0.1 | $922k | -5% | 2.0k | 453.90 |
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| Stepstone Group Com Cl A (STEP) | 0.1 | $916k | -18% | 16k | 57.88 |
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| Arthur J. Gallagher & Co. (AJG) | 0.1 | $897k | -15% | 3.2k | 283.85 |
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| Co Diagnostics (CODX) | 0.1 | $886k | NEW | 1.2M | 0.75 |
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| Nike CL B (NKE) | 0.1 | $879k | 12k | 75.67 |
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| Starbucks Corporation (SBUX) | 0.1 | $878k | 9.6k | 91.25 |
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| Evercore Class A (EVR) | 0.1 | $842k | NEW | 3.0k | 277.19 |
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| Uber Technologies (UBER) | 0.1 | $828k | +10% | 14k | 60.32 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $815k | -3% | 6.0k | 135.37 |
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| Axon Enterprise (AXON) | 0.1 | $815k | NEW | 1.4k | 594.32 |
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| Pulte (PHM) | 0.1 | $809k | -3% | 7.4k | 108.91 |
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| Sprouts Fmrs Mkt (SFM) | 0.1 | $797k | -28% | 6.3k | 127.07 |
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| Clearwater Analytics Hldgs I Cl A (CWAN) | 0.1 | $790k | NEW | 29k | 27.52 |
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| ACI Worldwide (ACIW) | 0.1 | $782k | NEW | 15k | 51.91 |
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| Mueller Industries (MLI) | 0.1 | $749k | -12% | 9.4k | 79.36 |
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| Coinbase Global Com Cl A (COIN) | 0.1 | $685k | NEW | 2.8k | 248.33 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.1 | $661k | +117% | 10k | 63.75 |
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| Qualcomm (QCOM) | 0.1 | $636k | +3% | 4.1k | 153.62 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.1 | $632k | 13k | 50.32 |
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| Cal Maine Foods Com New (CALM) | 0.1 | $611k | NEW | 5.9k | 102.92 |
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| Metropcs Communications (TMUS) | 0.1 | $527k | -18% | 2.4k | 220.73 |
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| Spdr Ser Tr S&p Oilgas Exp (XOP) | 0.1 | $522k | +25% | 3.9k | 132.37 |
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| Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS) | 0.1 | $511k | 24k | 21.68 |
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| Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) | 0.1 | $509k | 22k | 23.27 |
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| Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) | 0.1 | $505k | 22k | 23.07 |
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| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.1 | $498k | +3% | 11k | 44.92 |
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| Vaneck Etf Trust Pharmaceutcl Etf (PPH) | 0.1 | $487k | 5.6k | 86.28 |
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| Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) | 0.1 | $475k | 21k | 22.40 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 0.0 | $439k | -5% | 8.7k | 50.47 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $428k | 819.00 | 521.96 |
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| Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) | 0.0 | $427k | -62% | 8.5k | 50.18 |
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| Select Sector Spdr Tr Energy (XLE) | 0.0 | $423k | -17% | 4.9k | 85.66 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.0 | $410k | NEW | 10k | 40.49 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $380k | NEW | 12k | 31.44 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $374k | NEW | 7.6k | 49.51 |
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| Advisorshares Tr Dorsy Fsm Alcp (DWAW) | 0.0 | $372k | -12% | 9.3k | 40.15 |
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| Proshares Tr K-1 Free Crd Oil (OILK) | 0.0 | $372k | -87% | 8.4k | 44.17 |
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| Southern Copper Corporation (SCCO) | 0.0 | $371k | 4.1k | 91.13 |
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| Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF) | 0.0 | $364k | -8% | 5.0k | 72.56 |
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| Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) | 0.0 | $358k | NEW | 9.9k | 36.36 |
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| Abbvie (ABBV) | 0.0 | $346k | +45% | 1.9k | 177.70 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $345k | -76% | 1.4k | 253.70 |
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| Goldman Sachs (GS) | 0.0 | $345k | 602.00 | 572.62 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $342k | 4.6k | 74.02 |
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| Vaneck Etf Trust Preferred Securt (PFXF) | 0.0 | $334k | NEW | 19k | 17.25 |
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| First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC) | 0.0 | $334k | +8% | 9.0k | 37.30 |
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| PPG Industries (PPG) | 0.0 | $329k | 2.8k | 119.45 |
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| First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN) | 0.0 | $326k | -5% | 8.4k | 38.63 |
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| Alamo (ALG) | 0.0 | $309k | -12% | 1.7k | 185.91 |
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| Cisco Systems (CSCO) | 0.0 | $307k | +19% | 5.2k | 59.20 |
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| Sap Se Spon Adr (SAP) | 0.0 | $301k | -12% | 1.2k | 246.21 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $295k | -96% | 4.9k | 60.50 |
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| First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC) | 0.0 | $293k | -11% | 11k | 27.54 |
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| Wp Carey (WPC) | 0.0 | $290k | 5.3k | 54.48 |
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| Spdr Ser Tr S&p Retail Etf (XRT) | 0.0 | $288k | +9% | 3.6k | 79.59 |
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| Applovin Corp Com Cl A (APP) | 0.0 | $285k | NEW | 881.00 | 323.83 |
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| Nuveen Equity Premium Income Fund (BXMX) | 0.0 | $281k | NEW | 20k | 13.99 |
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| Servicenow (NOW) | 0.0 | $278k | NEW | 262.00 | 1060.12 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $277k | -50% | 4.0k | 70.00 |
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| Marriott Intl Cl A (MAR) | 0.0 | $274k | 982.00 | 278.94 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $267k | +34% | 2.5k | 107.57 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $266k | NEW | 5.6k | 47.82 |
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| Invesco Exchange Traded Fd T Dorsey Wrgt Inds (PRN) | 0.0 | $265k | +20% | 1.7k | 153.76 |
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| Wal-Mart Stores (WMT) | 0.0 | $263k | NEW | 2.9k | 90.35 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $254k | NEW | 2.6k | 96.52 |
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| First Tr Exchange-traded Rba Indl Etf (AIRR) | 0.0 | $252k | -5% | 3.3k | 77.04 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $249k | NEW | 1.5k | 169.30 |
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| Vanguard World Financials Etf (VFH) | 0.0 | $249k | 2.1k | 118.07 |
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| Invesco Exchange Traded Fd T Building & Const (PKB) | 0.0 | $239k | -3% | 3.2k | 75.72 |
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| Samsara Com Cl A (IOT) | 0.0 | $237k | -18% | 5.4k | 43.69 |
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| HEICO Corporation (HEI) | 0.0 | $233k | 981.00 | 237.74 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.0 | $233k | NEW | 8.0k | 29.20 |
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| Linde SHS (LIN) | 0.0 | $231k | NEW | 551.00 | 418.67 |
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| Prologis (PLD) | 0.0 | $226k | NEW | 2.1k | 105.70 |
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| Cintas Corporation (CTAS) | 0.0 | $224k | +15% | 1.2k | 182.70 |
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| Spdr Ser Tr S&p Homebuild (XHB) | 0.0 | $221k | -3% | 2.1k | 104.50 |
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| International Business Machines (IBM) | 0.0 | $221k | NEW | 1.0k | 219.84 |
|
| TJX Companies (TJX) | 0.0 | $221k | NEW | 1.8k | 120.81 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $220k | -11% | 8.3k | 26.33 |
|
| Cbre Group Cl A (CBRE) | 0.0 | $219k | NEW | 1.7k | 131.29 |
|
| First Tr Exchange-traded No Amer Energy (EMLP) | 0.0 | $216k | -2% | 6.0k | 35.65 |
|
| Advisorshares Tr Dorsy Fsm Us (DWUS) | 0.0 | $210k | -8% | 4.4k | 48.09 |
|
| Nuveen Multi-Strategy Income & Growth (JPC) | 0.0 | $210k | NEW | 27k | 7.86 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $205k | 1.7k | 117.50 |
|
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.0 | $200k | NEW | 9.5k | 21.07 |
|
| BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.0 | $189k | NEW | 23k | 8.28 |
|
| Nuveen Muni Value Fund (NUV) | 0.0 | $169k | NEW | 20k | 8.59 |
|
| PIMCO Strategic Global Government Fund (RCS) | 0.0 | $109k | 14k | 7.62 |
|
|
| Nuveen Cr Strategies Income Com Shs (JQC) | 0.0 | $77k | 14k | 5.69 |
|
|
| Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $56k | 12k | 4.89 |
|
Past Filings by Private Advisory Group
SEC 13F filings are viewable for Private Advisory Group going back to 2016
- 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
- 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