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
NVO
Novo Nordisk A S

Healthcare
47.2K
+ 25.4%
$45.68 - $59.65 $2.16M - $2.82M
233K $11.3M
RKT
Rocket Companies, Inc.

Financial Services
156K
+ 28.83%
$15.61 - $19.59 $2.43M - $3.05M
696K $11.4M
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
21K
New
$42.25 - $47.23 $886K - $991K
21K $909K
FYC
First Trust Small Cap Growth A

ETFs
9.56K
New
$89.7 - $96.32 $857K - $921K
9.56K $872K
MLPA
Global X Mlp ETF

ETFs
15.9K
+ 23.7%
$46.39 - $48.6 $739K - $774K
83.1K $4.04M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
16K
+ 17.53%
$47.97 - $49.62 $767K - $793K
107K $5.24M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.13K
+ 220.27%
$482.23 - $557.53 $545K - $630K
1.64K $883K
INTC
Intel Corp

Technology
4.6K
+ 1.22%
$34.71 - $41.53 $160K - $191K
382K $13.2M
MA
Mastercard Inc

Financial Services
1.17K
+ 96.7%
$536.85 - $580.45 $629K - $680K
2.38K $1.28M
SNOW
Snowflake Inc.

Technology
2.17K
New
$230.55 - $277.14 $499K - $600K
2.17K $556K
INSM
Insmed Inc

Healthcare
2.75K
New
$147.28 - $194.39 $405K - $535K
2.75K $531K
APP
App Lovin Corp

Technology
1.24K
+ 105.34%
$552.64 - $704.09 $686K - $874K
2.42K $1.35M
NRG
Nrg Energy, Inc.

Utilities
2.83K
+ 50.23%
$160.42 - $178.5 $453K - $504K
8.45K $1.4M
WMT
Walmart Inc.

Consumer Defensive
4.44K
+ 99.78%
$101.18 - $109.03 $450K - $485K
8.9K $916K
EUSA
Ishares Msci Usa Equal Weighte

ETFs
7.18K
+ 3.48%
$100.57 - $104.36 $722K - $749K
214K $21.7M
IWM
Ishares Russell 2000 ETF

ETFs
2.14K
+ 13.17%
$236.79 - $250.33 $506K - $535K
18.4K $4.36M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
19.9K
New
$20.77 - $20.97 $414K - $418K
19.9K $417K
FSLR
First Solar, Inc.

Technology
1.62K
New
$223.36 - $277.39 $363K - $450K
1.62K $411K
SRLN
Ssga Active Trust

ETFs
9.85K
New
$41.05 - $41.54 $404K - $409K
9.85K $406K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
7.63K
+ 182.4%
$50.55 - $50.74 $386K - $387K
11.8K $598K
JBBB
Janus Detroit Str Tr Henderson

ETFs
7.85K
New
$47.78 - $48.21 $375K - $378K
7.85K $376K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
1.37K
New
$256.75 - $275.06 $351K - $376K
1.37K $368K
NTRA
Natera, Inc.

Healthcare
1.8K
New
$160.21 - $209.5 $288K - $377K
1.8K $367K
RTX
Raytheon Technologies Corp

Industrials
2.07K
New
$157.0 - $179.44 $325K - $372K
2.07K $363K
HWM
Howmet Aerospace Inc.

Industrials
953
+ 4.04%
$184.09 - $209.74 $175K - $200K
24.5K $4.99M
UBER
Uber Technologies, Inc

Technology
3.94K
New
$91.62 - $100.1 $361K - $394K
3.94K $360K
GD
General Dynamics Corp

Industrials
992
New
$330.59 - $353.77 $328K - $351K
992 $341K
GVIP
Goldman Sachs Hedge Ind Vip Et

ETFs
2.94K
+ 8.31%
$149.86 - $156.27 $440K - $459K
38.3K $5.75M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
736
+ 51.87%
$423.47 - $491.22 $312K - $362K
2.16K $967K
SYK
Stryker Corp

Healthcare
888
New
$353.81 - $388.35 $314K - $345K
888 $319K
SHOP
Shopify Inc.

Technology
2.2K
+ 129.24%
$146.04 - $179.01 $321K - $394K
3.9K $570K
TIP
Ishares Tr Tips Bd ETF

ETFs
2.94K
+ 11.78%
$110.58 - $112.2 $325K - $330K
27.9K $3.09M
STX
Seagate Technology Holdings PLC

Technology
474
+ 5.52%
$211.63 - $293.99 $100K - $139K
9.06K $2.34M
BAC
Bank Of America Corp

Financial Services
6.33K
+ 4.84%
$48.65 - $54.11 $308K - $342K
137K $7.06M
VRT
Vertiv Holdings CO

Industrials
3.61K
+ 4.89%
N/A
77.5K $6.71M
VST
Vistra Corp.

Utilities
1.75K
New
$171.56 - $210.85 $301K - $370K
1.75K $306K
VEEV
Veeva Systems Inc

Healthcare
1.03K
New
$283.73 - $306.22 $291K - $314K
1.03K $300K
IBM
International Business Machines Corp

Technology
1.01K
New
$275.97 - $314.98 $279K - $318K
1.01K $300K
FDT
First Trust Developed Markets

ETFs
3.47K
+ 49.37%
$73.59 - $78.43 $255K - $272K
10.5K $818K
PEP
Pepsico Inc

Consumer Defensive
1.92K
New
$138.84 - $153.71 $266K - $295K
1.92K $283K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
8.95K
+ 5.42%
$44.53 - $47.25 $399K - $423K
174K $7.94M
CL
Colgate Palmolive CO

Consumer Defensive
3.62K
+ 106.75%
$74.98 - $79.86 $272K - $289K
7.02K $552K
PEAK
Healthpeak Properties, Inc.

Real Estate
14.5K
New
N/A
14.5K $274K
CSX
Csx Corp

Industrials
7.81K
New
$34.88 - $36.67 $272K - $286K
7.81K $272K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7.02K
+ 3.99%
$63.25 - $66.24 $444K - $465K
183K $11.7M
CMCSA
Comcast Corp

Communication Services
9.57K
New
$26.98 - $31.09 $258K - $298K
9.57K $260K
T
At&T Inc.

Communication Services
10.2K
New
$24.44 - $27.55 $248K - $280K
10.2K $258K
GIS
General Mills Inc

Consumer Defensive
5.2K
New
$45.98 - $50.93 $239K - $265K
5.2K $246K
RIO
Rio Tinto PLC

Basic Materials
3.43K
New
$65.44 - $72.58 $224K - $249K
3.43K $241K
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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