Advisor Group Holdings, Inc. Portfolio Holdings

Advisor Group Holdings, Inc.

  • $67.1 Billion
  • Q3 2025

Advisor Group Holdings, Inc. has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $67.1 Billion distributed in 16502 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $1.9B, Nvidia Corp with a value of $1.71B, Microsoft Corp with a value of $1.33B, Ishares Core S&P 500 ETF with a value of $1.14B, and Invesco Qqq Trust, Series 1 with a value of $1.07B.

Examining the 13F form we can see an increase of $14.5B in the current position value, from $52.6B to 67.1B.

Advisor Group Holdings, Inc. is based out at Phoenix, AZ

Below you can find more details about Advisor Group Holdings, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $67.1 Billion
ETFs: $40.3 Billion
Technology: $8.69 Billion
Financial Services: $4.14 Billion
Consumer Cyclical: $2.58 Billion
Industrials: $2.26 Billion
Communication Services: $2.25 Billion
Healthcare: $2.06 Billion
Consumer Defensive: $1.57 Billion
Other: $2.56 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.78B
$1.3 Million 0.0% of portfolio
20,508
Q3 2025 Added 117.15%
Bunge Global Sa
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 8.48%
$18.3B
$242,000 0.0% of portfolio
951
Q3 2025 Added 8.44%
$11.1B
$715,000 0.0% of portfolio
9,630
Q3 2025 Reduced 84.82%
$1.48B
$1.34 Million 0.0% of portfolio
77,338
Q3 2025 Added 8.54%
$3.47B
$385,000 0.0% of portfolio
5,066
Q3 2025 Added 32.58%
$1.6B
$30,000 0.0% of portfolio
832
Q3 2025 Added 22.9%
$8.39B
$35,000 0.0% of portfolio
1,194
Q3 2025 Added 5.01%
$4.24B
$629,000 0.0% of portfolio
23,296
Q3 2025 Reduced 17.54%
Calcimedica Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 64.65%
$2.51B
$317,000 0.0% of portfolio
6,912
Q3 2025 Added 7.97%
$0
$1.95 Million 0.0% of portfolio
62,610
Q3 2025 Added 4.06%
$10.9B
$1.62 Million 0.0% of portfolio
15,165
Q3 2025 Added 5.91%
$452M
$112,000 0.0% of portfolio
7,111
Q3 2025 Added 127.04%
$716M
$89,000 0.0% of portfolio
6,525
Q3 2025 Added 23.88%
$78.9B
$2.34 Million 0.0% of portfolio
29,332
Q3 2025 Reduced 3.53%
Canopy Growth Corp
-
$0 0.0% of portfolio
-
Q3 2025 Added 11.07%
Capital Group Conservative E
-
$0 0.0% of portfolio
-
Q3 2025 Added 38.36%
Capital Group Core Balanced
-
$0 0.0% of portfolio
-
Q3 2025 Added 45.68%
Capital Group Dividend Growe
-
$0 0.0% of portfolio
-
Q3 2025 Added 50.55%
Capital Group Equity ETF Tr
-
$0 0.0% of portfolio
-
Q3 2025 Added 93.95%
Capital Group Global Equity
-
$0 0.0% of portfolio
-
Q3 2025 Added 262.02%
Capital Group International
-
$0 0.0% of portfolio
-
Q3 2025 Added 48.44%
Capital Group New Geography
-
$0 0.0% of portfolio
-
Q3 2025 Added 107.55%
Capital Grp Fixed Incm ETF T
-
$0 0.0% of portfolio
-
Q3 2025 Added 25.41%
Capital Grp Fixed Incm ETF T
-
$0 0.0% of portfolio
-
Q3 2025 Added 166.16%
-
$0 0.0% of portfolio
-
Q3 2025 Added 9.97%
-
$0 0.0% of portfolio
-
Q3 2025 Added 9.83%
Capital Grp Fixed Incm ETF T
-
$0 0.0% of portfolio
-
Q3 2025 Added 8.35%
-
$0 0.0% of portfolio
-
Q3 2025 Added 19.35%
$137M
$240,000 0.0% of portfolio
33,159
Q3 2025 Added 79.51%
$63.2M
$1,000 0.0% of portfolio
1,719
Q3 2025 Reduced 57.17%
$3.48B
$2.04 Million 0.0% of portfolio
58,711
Q3 2025 Added 18.05%
$15.9B
$1.86 Million 0.0% of portfolio
5,647
Q3 2025 Reduced 5.25%
$30.9B
$206,000 0.0% of portfolio
7,829
Q3 2025 Added 355.97%
$607M
$47,000 0.0% of portfolio
1,060
Q3 2025 Added 36.95%
$1.24B
$23,000 0.0% of portfolio
850
Q3 2025 Reduced 3.41%
$4.52B
$616,000 0.0% of portfolio
6,499
Q3 2025 Added 141.33%
$564M
$7,000 0.0% of portfolio
190
Q3 2025 Reduced 11.63%
Cava Group Inc
-
$0 0.0% of portfolio
-
Q3 2025 Added 228.87%
$4.96B
$78,000 0.0% of portfolio
136
Q3 2025 Added 13.33%
$4.64B
$29,000 0.0% of portfolio
3,225
Q3 2025 Added 4.61%
$0
$0 0.0% of portfolio
11,188
Q3 2025 Reduced 9.02%
$4.22B
$153,000 0.0% of portfolio
3,637
Q3 2025 Reduced 19.23%
Celestica Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 16.96%
$14.6B
$368,000 0.0% of portfolio
41,010
Q3 2025 Reduced 14.86%
$35B
$297,000 0.0% of portfolio
17,536
Q3 2025 Reduced 54.27%
$25B
$3.35 Million 0.0% of portfolio
86,353
Q3 2025 Added 4.63%
$1.19B
$22,000 0.0% of portfolio
774
Q3 2025 Added 11.85%

Summary

  • Portfolio
  • No. of Stocks 16,502
  • Current Value $67.1 Billion
  • Prior Value $52.6 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 349 stocks
  • Additional Purchases 4,133 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2,267 stocks
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