Advisor Group Holdings, Inc. Incresed Positions in Q4 2024

Advisor Group Holdings, Inc.

  • $39.8 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SNY
Sanofi

Healthcare
12.7K
+ 9.08%
$45.89 - $57.31 $582K - $726K
152K $7.34M
MGV
Vanguard Mega Cap Value

ETFs
3.46K
+ 1.03%
$124.06 - $133.48 $430K - $462K
341K $42.6M
TOL
Toll Brothers, Inc.

Consumer Cyclical
1.58K
+ 4.74%
$123.8 - $167.8 $196K - $266K
35K $4.4M
HII
Huntington Ingalls Industries, Inc.

Industrials
712
+ 6.01%
$184.96 - $264.65 $132K - $188K
12.6K $2.37M
OMC
Omnicom Group Inc.

Communication Services
4.57K
+ 6.78%
$85.82 - $105.47 $392K - $481K
71.9K $6.19M
D
Dominion Energy, Inc

Utilities
778
+ 0.37%
$52.63 - $60.92 $40.9K - $47.4K
214K $11.5M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
12.9K
+ 1.67%
$49.87 - $52.46 $642K - $675K
783K $39.1M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
141
+ 0.13%
$119.34 - $127.78 $16.8K - $18K
108K $12.9M
SCHP
Schwab Strategic Us Tips ETF

ETFs
46.7K
+ 62.78%
$25.74 - $53.78 $1.2M - $2.51M
121K $3.13M
MEC
Mayville Engineering Company, Inc.

Industrials
1.31K
+ 0.79%
$15.66 - $21.81 $20.5K - $28.6K
167K $2.62M
UITB
Usaa ETF Tr Core Intermediate

ETFs
1.42K
+ 0.29%
$45.83 - $48.07 $65.2K - $68.4K
499K $22.9M
AVAV
Aero Vironment Inc

Industrials
577
+ 2.57%
$153.72 - $235.17 $88.7K - $136K
23K $3.55M
NOC
Northrop Grumman Corp

Industrials
3.5K
+ 7.86%
$466.52 - $543.88 $1.63M - $1.9M
48.1K $22.6M
IDXX
Idexx Laboratories Inc

Healthcare
1.75K
+ 9.17%
$406.92 - $495.42 $714K - $869K
20.9K $8.64M
FNDC
Schwab Fundamental Intl Small

ETFs
541
+ 0.2%
$33.92 - $38.03 $18.4K - $20.6K
270K $9.21M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
21.5K
+ 5.68%
$68.25 - $75.42 $1.47M - $1.62M
400K $27.4M
RIO
Rio Tinto PLC

Basic Materials
5.06K
+ 4.15%
$58.59 - $71.15 $296K - $360K
127K $7.47M
IIPR
Innovative Industrial Properties Inc

Real Estate
1.24K
+ 6.27%
$66.64 - $135.61 $82.7K - $168K
21K $1.4M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
4.47K
+ 9.03%
$396.64 - $516.74 $1.77M - $2.31M
53.9K $21.7M
LOW
Lowes Companies Inc

Consumer Cyclical
9.61K
+ 6.24%
$244.52 - $284.07 $2.35M - $2.73M
164K $40.4M
FSLR
First Solar, Inc.

Technology
869
+ 4.22%
$175.88 - $240.66 $153K - $209K
21.5K $3.78M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
8.23K
+ 5.83%
$68.62 - $82.57 $564K - $679K
149K $10.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.39K
+ 0.46%
$113.92 - $127.38 $614K - $687K
1.17M $135M
CTAS
Cintas Corp

Industrials
856
+ 1.19%
$182.7 - $226.47 $156K - $194K
72.6K $13.3M
SCHR
Schwab Intermediate Term Us Tr

ETFs
42.5K
+ 43.73%
$24.19 - $50.58 $1.03M - $2.15M
140K $3.4M
STZ
Constellation Brands, Inc.

Consumer Defensive
2.94K
+ 4.69%
$219.66 - $257.62 $645K - $756K
65.5K $14.5M
ETR
Entergy Corp

Utilities
12.3K
+ 25.34%
$73.19 - $156.4 $898K - $1.92M
60.7K $4.6M
SHW
Sherwin Williams CO

Basic Materials
2.79K
+ 4.22%
$338.75 - $399.71 $944K - $1.11M
68.9K $23.4M
BLDR
Builders First Source, Inc.

Industrials
98
+ 0.27%
$142.93 - $198.25 $14K - $19.4K
36.3K $5.18M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
168K
+ 71.69%
$22.63 - $47.53 $3.79M - $7.97M
401K $9.11M
CCI
Crown Castle International Corp

Real Estate
1.79K
+ 2.28%
$89.78 - $119.11 $161K - $213K
80.2K $7.28M
HCA
Hca Healthcare, Inc.

Healthcare
8.63K
+ 19.72%
$297.52 - $415.61 $2.57M - $3.59M
52.4K $15.7M
PSA
Public Storage

Real Estate
1.12K
+ 2.6%
$289.33 - $360.21 $323K - $402K
44K $13.2M
PHM
Pultegroup Inc

Consumer Cyclical
12.1K
+ 11.01%
$108.86 - $149.04 $1.32M - $1.81M
122K $13.3M
DHR
Danaher Corp

Healthcare
2.16K
+ 3.4%
$226.16 - $274.52 $488K - $592K
65.5K $15M
SCHA
Schwab Strategic Tr Us Small C

ETFs
608K
+ 84.15%
$25.33 - $51.16 $15.4M - $31.1M
1.33M $34.4M
FNDF
Schwab Fundamental Intl Large

ETFs
6.64K
+ 0.68%
$32.92 - $37.15 $218K - $247K
986K $32.8M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
105K
+ 80.35%
$27.54 - $83.04 $2.89M - $8.73M
236K $6.54M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
11.4K
+ 0.43%
$45.07 - $47.1 $514K - $537K
2.63M $119M
ELV
Elevance Health, Inc.

Healthcare
3.24K
+ 7.55%
$365.96 - $514.62 $1.18M - $1.67M
46.1K $17M
SCHX
Schwab Strategic Tr Us Large C

ETFs
302K
+ 105.75%
$22.4 - $68.28 $6.76M - $20.6M
587K $13.6M
CAT
Caterpillar Inc

Industrials
1.02K
+ 0.43%
$360.37 - $416.88 $369K - $427K
241K $87.4M
TSCO
Tractor Supply CO

Consumer Cyclical
2.17K
+ 5.81%
$52.59 - $303.74 $114K - $660K
39.6K $2.1M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
678K
+ 65.42%
$18.41 - $40.87 $12.5M - $27.7M
1.71M $31.7M
FNDX
Schwab Fundamental U S Large C

ETFs
774K
+ 124.09%
$23.49 - $71.77 $18.2M - $55.5M
1.4M $33.1M
UNH
Unitedhealth Group Inc

Healthcare
6.29K
+ 2.71%
$485.52 - $625.25 $3.05M - $3.93M
239K $121M
SCHV
Schwab Strategic Tr Us Large C

ETFs
5.88M
+ 138.72%
$25.79 - $80.4 $152M - $473M
10.1M $264M
SCHG
Schwab Strategic Tr Us Large C

ETFs
6.4M
+ 160.01%
$25.93 - $105.3 $166M - $674M
10.4M $290M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.09M
+ 33.42%
$26.93 - $84.95 $29.4M - $92.8M
4.36M $119M
Activity Summary
Buys All Purchases 2078 New Holdings 178 Increased Positions 1900 Sells All Sells 3543 Reductions 3543 Sold out 0 Options Calls 10 Puts 5
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