Private Advisor Group, LLC Reduced Holdings in Q3 2025

Private Advisor Group, LLC

  • $18.8 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
-22.9K
- 49.27%
$22.83 - $23.85 $523K - $547K
23.6K $561K
CHDN
Churchill Downs Inc

Consumer Cyclical
-4.93K
- 46.59%
$95.3 - $113.75 $470K - $561K
5.66K $548K
OKTA
Okta, Inc.

Technology
-2.99K
- 10.31%
$88.51 - $101.1 $264K - $302K
26K $2.38M
CDX
Simplify Exch.Trad Fds Simplif

ETFs
-20.8K
- 22.25%
$22.78 - $23.33 $473K - $484K
72.6K $1.66M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-8.2K
- 18.2%
$82.96 - $95.7 $680K - $785K
36.8K $3.31M
KMB
Kimberly Clark Corp

Consumer Defensive
-2.7K
- 7.09%
$121.72 - $136.77 $329K - $370K
35.4K $4.4M
HTAB
Hartford Fds Exchange Traded

ETFs
-27.5K
- 72.95%
$18.37 - $19.19 $505K - $528K
10.2K $195K
APYX
Apyx Medical Corp

Healthcare
-223K
- 76.98%
$1.75 - $2.6 $390K - $580K
66.7K $142K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-21.1K
- 11.98%
$43.65 - $46.42 $921K - $979K
155K $7.2M
SHV
Ishares Tr

ETFs
-4.67K
- 5.18%
$110.06 - $110.49 $514K - $516K
85.4K $9.43M
PRU
Prudential Financial Inc

Financial Services
-2.66K
- 4.56%
$100.68 - $109.89 $268K - $292K
55.7K $5.78M
SYK
Stryker Corp

Healthcare
-41
- 0.23%
$368.57 - $403.53 $15.1K - $16.5K
18.1K $6.7M
XLP
Consumer Staples Sector Spdr

ETFs
-6.36K
- 3.07%
N/A
200K $15.2M
NUE
Nucor Corp

Basic Materials
-4.54K
- 20.11%
$133.3 - $150.33 $606K - $683K
18.1K $2.44M
GIS
General Mills Inc

Consumer Defensive
-7.22K
- 8.55%
$48.44 - $53.83 $350K - $389K
77.3K $3.9M
CSCO
Cisco Systems, Inc.

Technology
-1.83K
- 0.51%
$66.2 - $71.79 $121K - $131K
360K $24.6M
DHR
Danaher Corp

Healthcare
-2.57K
- 4.99%
$181.46 - $212.2 $466K - $545K
48.9K $9.69M
AVY
Avery Dennison Corp

Industrials
-2.14K
- 22.9%
$158.71 - $184.63 $339K - $395K
7.19K $1.17M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-1.05K
- 0.48%
$46.51 - $50.07 $48.7K - $52.4K
216K $10.1M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-10.1K
- 5.79%
$48.72 - $50.73 $494K - $514K
165K $8.13M
KMI
Kinder Morgan, Inc.

Energy
-8.33K
- 4.11%
$26.23 - $28.5 $219K - $237K
195K $5.51M
SIGI
Selective Insurance Group Inc

Financial Services
-4.99K
- 54.47%
$75.0 - $90.91 $374K - $453K
4.17K $337K
HEI
Heico Corp

Industrials
-1.16K
- 9.0%
$304.5 - $337.56 $354K - $392K
11.8K $3.79M
EMN
Eastman Chemical CO

Basic Materials
-5.1K
- 49.07%
$58.79 - $81.56 $300K - $416K
5.29K $333K
JPIB
Jpmorgan International Bond Op

ETFs
-9.4K
- 18.38%
$48.32 - $49.13 $454K - $462K
41.8K $2.05M
IYW
Ishares Dj Us Tech ETF

ETFs
-30.4K
- 12.45%
$171.38 - $197.01 $5.21M - $5.99M
214K $41.9M
SLF
Sun Life Financial Inc

Financial Services
-6.17K
- 56.72%
$56.54 - $66.41 $349K - $409K
4.71K $282K
VTWO
Vanguard Russell 2000 ETF

ETFs
-8.88K
- 21.78%
$86.92 - $99.32 $772K - $882K
31.9K $3.12M
BSX
Boston Scientific Corp

Healthcare
-360
- 0.88%
$97.03 - $108.14 $34.9K - $38.9K
40.4K $3.94M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-4.8K
- 8.41%
$59.29 - $62.87 $284K - $301K
52.2K $3.14M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-9.44K
- 61.48%
$42.56 - $49.08 $402K - $463K
5.92K $253K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-31.3K
- 9.07%
$16.46 - $17.1 $515K - $535K
314K $5.34M
SMIN
Ishares Msci India Small Cap I

ETFs
-5.29K
- 58.62%
$71.7 - $78.29 $379K - $414K
3.73K $267K
MCHP
Microchip Technology Inc

Technology
-1.27K
- 2.28%
$60.95 - $75.26 $77.5K - $95.7K
54.5K $3.5M
PAXS
Pimco Access Income Fund

Financial Services
-28.8K
- 66.28%
$14.97 - $16.42 $431K - $473K
14.7K $238K
EL
Estee Lauder Companies Inc

Consumer Defensive
-5.88K
- 42.2%
$83.65 - $95.26 $492K - $560K
8.05K $709K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-4.69K
- 7.38%
$96.22 - $98.19 $451K - $460K
58.8K $5.76M
EWZ
Ishares Inc Msci Brazil ETF

ETFs
-19.3K
- 22.2%
$26.52 - $31.32 $511K - $603K
67.5K $2.09M
THQ
Tekla Healthcare Opportunities Fund

Financial Services
-18.5K
- 22.97%
$15.26 - $18.63 $282K - $344K
61.9K $1.07M
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
-32.4K
- 20.91%
$13.62 - $14.27 $441K - $462K
122K $1.74M
DOCU
Docusign, Inc.

Technology
-3.48K
- 13.46%
$67.14 - $85.01 $234K - $296K
22.4K $1.61M
XYLD
Global X Fds S&P 500 Covered C

ETFs
-11.7K
- 5.54%
$38.52 - $39.39 $450K - $460K
199K $7.82M
WHR
Whirlpool Corp

Consumer Cyclical
-1.32K
- 10.79%
$77.47 - $110.59 $102K - $146K
10.9K $858K
USMF
Wisdomtree Tr Us Multifactor F

ETFs
-8.65K
- 11.02%
$50.16 - $52.45 $434K - $454K
69.8K $3.65M
SQ
Block, Inc.

Technology
-6.46K
- 12.39%
N/A
45.7K $2.61M
FICO
Fair Isaac Corp

Technology
-116
- 19.86%
$1311.26 - $1869.83 $152K - $217K
468 $700K
OWL
Blue Owl Capital Inc.

Financial Services
-16K
- 41.09%
$16.93 - $20.8 $271K - $333K
22.9K $388K
CAG
Conagra Brands Inc.

Consumer Defensive
-15K
- 41.23%
$18.04 - $21.14 $270K - $317K
21.4K $391K
MCO
Moodys Corp

Financial Services
-506
- 11.76%
$472.69 - $521.32 $239K - $264K
3.8K $1.81M
Activity Summary
Buys All Purchases 1442 New Holdings 208 Increased Positions 1234 Sells All Sells 956 Reductions 956 Sold out 0 Options Calls 39 Puts 25
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