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
PANW
Palo Alto Networks Inc

Technology
1.17K
New
$204.77 - $221.38 $239K - $258K
1.17K $239K
ENB
Enbridge Inc

Energy
4.97K
New
$46.39 - $50.07 $230K - $249K
4.97K $237K
BP
Bp PLC

Energy
6.46K
New
$32.78 - $37.35 $212K - $241K
6.46K $235K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
9.66K
New
$23.66 - $23.91 $229K - $231K
9.66K $229K
ARCC
Ares Capital Corp

Financial Services
11K
New
$18.9 - $20.61 $209K - $228K
11K $223K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.54K
+ 15.81%
$76.84 - $80.86 $195K - $205K
18.6K $1.47M
ISRG
Intuitive Surgical Inc

Healthcare
385
New
$429.59 - $576.2 $165K - $222K
385 $210K
O
Realty Income Corp

Real Estate
3.69K
New
$56.12 - $60.64 $207K - $224K
3.69K $209K
UNH
Unitedhealth Group Inc

Healthcare
681
+ 87.98%
$320.52 - $369.92 $218K - $252K
1.46K $466K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.45K
+ 7.27%
$82.69 - $83.12 $202K - $203K
36.1K $2.99M
FTSL
First Trust Senior Ln Fund

ETFs
3.7K
+ 5.68%
$45.62 - $45.98 $169K - $170K
68.9K $3.17M
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
8.72K
+ 7.33%
$40.95 - $43.41 $357K - $379K
128K $5.28M
LEG
Leggett & Platt Inc

Consumer Cyclical
17.6K
New
$8.49 - $10.59 $150K - $187K
17.6K $158K
HYG
Ishares Tr

ETFs
2.29K
+ 7.77%
$79.95 - $81.28 $183K - $186K
31.7K $2.54M
EMB
Ishares Tr

ETFs
1.32K
+ 5.9%
$94.63 - $97.03 $125K - $128K
23.7K $2.28M
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.51K
+ 7.75%
$110.25 - $112.92 $166K - $170K
20.9K $2.31M
HYLS
First Tr Tactical High Yield L

ETFs
3.71K
+ 5.13%
$41.67 - $42.1 $154K - $156K
75.9K $3.17M
FPE
First Tr Pfd Secs & Income ETF

ETFs
6.56K
+ 3.89%
$18.14 - $18.51 $119K - $121K
175K $3.21M
MS
Morgan Stanley

Financial Services
785
+ 58.54%
$151.86 - $169.92 $119K - $133K
2.13K $338K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
3.58K
+ 12.1%
$33.05 - $33.87 $118K - $121K
33.1K $1.11M
VTI
Vanguard Total Stock Market Et

ETFs
325
+ 4.56%
$321.8 - $337.95 $105K - $110K
7.45K $2.46M
AMAT
Applied Materials Inc

Technology
343
+ 21.07%
$209.95 - $240.89 $72K - $82.6K
1.97K $450K
GS
Goldman Sachs Group Inc

Financial Services
475
+ 3.87%
$744.6 - $838.97 $354K - $399K
12.8K $9.9M
CWB
Spdr Bloomberg Convertible Sec

ETFs
1.19K
+ 5.28%
$88.49 - $93.64 $105K - $111K
23.7K $2.1M
CSCO
Cisco Systems, Inc.

Technology
202
+ 5.41%
$67.46 - $78.0 $13.6K - $15.8K
3.94K $306K
FAD
First Tr Multi Cap Growth Alph

ETFs
441
+ 8.38%
$156.52 - $166.16 $69K - $73.3K
5.71K $893K
KO
Coca Cola CO

Consumer Defensive
229
+ 3.27%
$66.1 - $71.61 $15.1K - $16.4K
7.24K $511K
IAU
Ishares Gold Trust

ETFs
233
+ 4.11%
$72.65 - $82.5 $16.9K - $19.2K
5.9K $454K
DWAW
Advisorshares Tr Dorsey Wright

ETFs
553
+ 5.84%
$42.93 - $44.89 $23.7K - $24.8K
10K $435K
FIW
First Trust Water ETF

ETFs
148
+ 8.28%
$110.5 - $115.7 $16.4K - $17.1K
1.94K $213K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
65
+ 4.38%
$149.52 - $158.91 $9.72K - $10.3K
1.55K $236K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
45
+ 0.99%
$44.68 - $47.47 $2.01K - $2.14K
4.57K $214K
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
276
+ 1.03%
$21.91 - $22.1 $6.05K - $6.1K
27.1K $593K
Tidal Trust Ii
30.9K
+ 22.78%
N/A
166K $0
Arista Networks Inc
81.7K
New
N/A
81.7K $0
Tempus Ai Inc
4.81K
New
N/A
4.81K $0
DWUS
Advisorshares Tr Dorsey Wright
316
+ 7.65%
N/A
4.45K $0
Viking Holdings LTD
5.79K
New
N/A
5.79K $0
Vanguard Instl Index Fd
171
+ 3.02%
N/A
5.83K $0
Tidal Trust Ii
21.6K
+ 16.18%
N/A
155K $0
PIZ
Invesco Exchange Traded Fd Tr
647
+ 7.86%
N/A
8.88K $0
Lam Research Corp
15.9K
+ 836.96%
N/A
17.7K $0
Mntn Inc
31K
New
N/A
31K $0
Coherent Corp
1.5K
New
N/A
1.5K $0
Ea Series Trust
105K
+ 4679.21%
N/A
107K $0
Pimco ETF Tr
5.42K
+ 9.24%
N/A
64K $0
Rubrik Inc.
2.92K
New
N/A
2.92K $0
DFSU
Dimensional ETF Tr Dimen Us Su
5.07K
New
N/A
5.07K $0
Jbs N.V.
60.9K
+ 9.37%
N/A
712K $0
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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