Private Advisory Group LLC Purchases in Q4 2025

Private Advisory Group LLC

  • $1.2 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
FISV
Fiserv Inc

Technology
138K
New
N/A
138K $17.3M
XLK
Technology Sector Spdr

ETFs
48.1K
+ 275.32%
$278.39 - $304.13 $13.4M - $14.6M
65.6K $18.9M
MP
Mp Materials Corp.

Basic Materials
192K
New
$51.95 - $98.65 $9.98M - $18.9M
192K $11.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
14.6K
+ 321.64%
$653.02 - $687.39 $9.55M - $10.1M
19.2K $12.8M
FTNT
Fortinet, Inc.

Technology
117K
New
$80.54 - $87.52 $9.45M - $10.3M
117K $9.66M
ALK
Alaska Air Group, Inc.

Industrials
226K
New
$40.42 - $49.42 $9.15M - $11.2M
226K $9.44M
DLR
Digital Realty Trust, Inc.

Real Estate
55.4K
New
$158.11 - $179.28 $8.76M - $9.93M
55.4K $8.76M
ZION
Zions Bancorporation, National Association

Financial Services
169K
New
$46.93 - $56.93 $7.92M - $9.6M
169K $8.61M
MSFT
Microsoft Corp

Technology
17.7K
+ 12.65%
$496.82 - $542.07 $8.81M - $9.61M
158K $80.2M
GBIL
Goldman Sachs Access Treasury

ETFs
75.3K
+ 210.82%
$99.91 - $100.24 $7.52M - $7.55M
111K $11.1M
MU
Micron Technology Inc

Technology
7.08K
+ 10.49%
$181.6 - $253.3 $1.29M - $1.79M
74.5K $18.4M
NET
Cloudflare, Inc.

Technology
30.4K
+ 56.85%
$210.01 - $253.3 $6.39M - $7.7M
83.9K $17.7M
AMD
Advanced Micro Devices Inc

Technology
904
+ 1.42%
$164.01 - $264.33 $148K - $239K
64.4K $15.5M
AMZN
Amazon Com Inc

Consumer Cyclical
7.46K
+ 3.91%
$213.04 - $254.0 $1.59M - $1.9M
198K $46.5M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
41.4K
New
$91.46 - $91.76 $3.78M - $3.79M
41.4K $3.79M
FCVT
First Tr Exchange Traded Fd Iv

ETFs
86.7K
New
$42.29 - $44.62 $3.67M - $3.87M
86.7K $3.67M
AVGO
Broadcom Inc.

Technology
5.43K
+ 7.46%
$324.63 - $385.98 $1.76M - $2.1M
78.3K $26.8M
WBD
Warner Bros. Discovery, Inc.

Communication Services
119K
New
$17.1 - $23.05 $2.04M - $2.75M
119K $2.75M
NVDA
Nvidia Corp

Technology
12.3K
+ 3.37%
$179.83 - $207.04 $2.2M - $2.54M
376K $70.2M
ALB
Albemarle Corp

Basic Materials
18.2K
New
$84.47 - $115.14 $1.53M - $2.09M
18.2K $2.09M
COST
Costco Wholesale Corp

Consumer Defensive
2.4K
+ 11.08%
$910.94 - $954.99 $2.19M - $2.29M
24K $21.9M
EEM
Ishares Msci Emerging Markets

ETFs
34.3K
New
$51.94 - $56.01 $1.78M - $1.92M
34.3K $1.89M
SHV
Ishares Tr

ETFs
15.4K
+ 308.27%
$110.15 - $110.49 $1.7M - $1.7M
20.4K $2.25M
POWL
Powell Industries Inc

Industrials
2.8K
+ 8.68%
$301.06 - $408.37 $844K - $1.14M
35.1K $11.4M
META
Meta Platforms, Inc.

Communication Services
10.5K
+ 27.46%
$609.01 - $751.67 $6.38M - $7.88M
48.6K $29.6M
CEG
Constellation Energy Corp

Utilities
3.34K
+ 8.59%
$335.74 - $401.43 $1.12M - $1.34M
42.2K $14.3M
GOOGL
Alphabet Inc.

Communication Services
2.68K
+ 12.15%
$236.57 - $291.31 $634K - $780K
24.7K $6.83M
HAL
Halliburton CO

Energy
6.23K
+ 1.33%
$21.82 - $28.06 $136K - $175K
475K $13M
TER
Teradyne, Inc

Technology
8.24K
New
$132.08 - $187.59 $1.09M - $1.55M
8.24K $1.4M
HP
Helmerich & Payne, Inc.

Energy
49.1K
New
$21.85 - $27.83 $1.07M - $1.37M
49.1K $1.37M
ASML
Asml Holding Nv

Technology
530
+ 3.36%
$936.19 - $1075.45 $496K - $570K
16.3K $16.6M
XOM
Exxon Mobil Corp

Energy
6.04K
+ 4.59%
$110.64 - $119.78 $668K - $723K
137K $16.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.82K
+ 2.67%
$589.5 - $635.77 $1.07M - $1.16M
70K $42.3M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
33.5K
+ 27.96%
$68.8 - $78.04 $2.3M - $2.61M
153K $10.5M
HQY
Healthequity, Inc.

Healthcare
5.88K
+ 6.15%
$87.78 - $101.77 $516K - $598K
101K $10.3M
M
Macy'S, Inc.

Consumer Cyclical
63.3K
New
$16.51 - $20.75 $1.05M - $1.31M
63.3K $1.27M
APH
Amphenol Corp

Technology
9.42K
New
$121.7 - $143.85 $1.15M - $1.35M
9.42K $1.26M
NOW
Service Now, Inc.

Technology
1.5K
New
$835.79 - $946.29 $1.25M - $1.42M
1.5K $1.25M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.91K
+ 8.05%
$280.66 - $305.09 $1.1M - $1.19M
52.4K $14.8M
LUMN
Lumen Technologies, Inc.

Communication Services
154K
New
$6.07 - $11.83 $937K - $1.83M
154K $1.23M
VIG
Vanguard Dividend Appreciation

ETFs
6.6K
+ 44.18%
N/A
21.5K $3.92M
UNFI
United Natural Foods Inc

Consumer Defensive
31.1K
New
$36.74 - $43.04 $1.14M - $1.34M
31.1K $1.2M
WDC
Western Digital Corp

Technology
7.28K
New
$113.13 - $174.22 $823K - $1.27M
7.28K $1.15M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.76K
+ 5.14%
$475.68 - $513.11 $835K - $901K
35.9K $18.3M
GNRC
Generac Holdings Inc.

Industrials
12.2K
+ 26.17%
$151.21 - $195.77 $1.84M - $2.39M
58.8K $8.89M
VZ
Verizon Communications Inc

Communication Services
41.4K
+ 19.38%
$38.4 - $43.83 $1.59M - $1.82M
255K $10.5M
AXP
American Express CO

Financial Services
2.13K
+ 6.25%
$316.26 - $372.77 $674K - $795K
36.2K $12.4M
INCY
Incyte Corp

Healthcare
9.68K
New
$83.8 - $108.26 $812K - $1.05M
9.68K $1.01M
CRDO
Credo Technology Group Holding LTD

Technology
6.88K
New
$129.75 - $187.62 $892K - $1.29M
6.88K $1M
Activity Summary
Buys All Purchases 164 New Holdings 63 Increased Positions 101 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 1 Puts 0
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