Private Advisory Group LLC Incresed Positions in Q4 2024

Private Advisory Group LLC

  • $866 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
125K
+ 1878.34%
$91.29 - $91.8 $11.4M - $11.5M
132K $12M
EWY
Ishares Inc Msci South Korea E

ETFs
184K
+ 193.52%
$50.89 - $63.57 $9.34M - $11.7M
278K $14.2M
AMZN
Amazon Com Inc

Consumer Cyclical
9.3K
+ 5.19%
$180.88 - $232.93 $1.68M - $2.17M
188K $41.4M
NVDA
Nvidia Corp

Technology
17.3K
+ 4.55%
$117.0 - $148.88 $2.03M - $2.58M
398K $53.4M
LLY
Eli Lilly & CO

Healthcare
11.8K
+ 57.36%
$727.2 - $932.06 $8.59M - $11M
32.4K $25M
AVGO
Broadcom Inc.

Technology
6.45K
+ 9.37%
$159.67 - $250.0 $1.03M - $1.61M
75.3K $17.5M
GOOG
Alphabet Inc.

Communication Services
5.21K
+ 2.86%
$163.08 - $198.16 $849K - $1.03M
188K $35.7M
DELL
Dell Technologies Inc.

Technology
44.4K
+ 149.4%
$111.96 - $144.21 $4.97M - $6.41M
74.2K $8.55M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
49.5K
+ 237.02%
$100.16 - $100.7 $4.95M - $4.98M
70.3K $7.05M
AAPL
Apple Inc.

Technology
4.11K
+ 1.92%
$221.69 - $259.02 $912K - $1.07M
218K $54.7M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
87K
+ 1989.5%
$46.48 - $51.32 $4.04M - $4.46M
91.4K $4.4M
RDVY
First Trust Rising Dividend Ac

ETFs
70.2K
+ 75.9%
$58.65 - $64.37 $4.12M - $4.52M
163K $9.62M
SHV
Ishares Tr

ETFs
37K
+ 198.8%
$109.92 - $110.57 $4.07M - $4.09M
55.6K $6.12M
MSFT
Microsoft Corp

Technology
11.9K
+ 10.16%
$406.35 - $454.46 $4.83M - $5.4M
129K $54.3M
KRE
Spdr S&P Regional Banking ETF

ETFs
58.2K
+ 133.59%
$54.6 - $68.9 $3.18M - $4.01M
102K $6.14M
IWC
Russell Micro Cap ETF

ETFs
24.2K
+ 123.97%
$120.3 - $138.84 $2.92M - $3.37M
43.8K $5.71M
COST
Costco Wholesale Corp

Consumer Defensive
2.38K
+ 9.62%
$873.59 - $994.69 $2.08M - $2.37M
27.2K $24.9M
QQQ
Invesco Qqq Trust, Series 1

ETFs
4.11K
+ 21.05%
$481.22 - $538.17 $1.98M - $2.21M
23.6K $12.1M
BILL
Bill.Com Holdings, Inc.

Technology
234
+ 0.37%
$51.23 - $97.41 $12K - $22.8K
63.6K $5.39M
LEN
Lennar Corp

Consumer Cyclical
20.5K
+ 109.37%
$136.2 - $188.96 $2.79M - $3.87M
39.2K $5.34M
CCJ
Cameco Corp

Energy
24.5K
+ 19.9%
$48.64 - $61.14 $1.19M - $1.5M
148K $7.6M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.64K
+ 3.34%
$172.07 - $207.36 $282K - $339K
50.7K $10M
RSP
Invesco S&P 500 Equal Weight E

ETFs
10.7K
+ 10.08%
$174.22 - $187.62 $1.87M - $2.01M
117K $20.5M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
35.3K
+ 31.43%
$50.06 - $55.0 $1.77M - $1.94M
148K $7.41M
XLRE
Select Sector Spdr Tr Real Est

ETFs
42.3K
+ 37.26%
$40.06 - $45.21 $1.69M - $1.91M
156K $6.34M
NET
Cloudflare, Inc.

Technology
2.47K
+ 7.28%
$78.11 - $117.56 $193K - $290K
36.3K $3.91M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
2.45K
+ 23.87%
$173.13 - $258.09 $423K - $631K
12.7K $2.93M
CRM
Salesforce, Inc.

Technology
716
+ 5.31%
$270.87 - $367.87 $194K - $263K
14.2K $4.75M
SCHW
Schwab Charles Corp

Financial Services
3.89K
+ 4.74%
$63.31 - $82.85 $246K - $322K
85.9K $6.36M
HWM
Howmet Aerospace Inc.

Industrials
7.19K
+ 27.14%
$99.72 - $120.09 $717K - $864K
33.7K $3.69M
MA
Mastercard Inc

Financial Services
1.26K
+ 12.84%
$491.3 - $536.15 $617K - $673K
11K $5.81M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
2.24K
+ 2.81%
$58.32 - $85.45 $131K - $191K
81.8K $6.06M
JPM
Jpmorgan Chase & CO

Financial Services
1.02K
+ 5.15%
$205.18 - $250.29 $210K - $256K
20.9K $5.01M
DHI
Horton D R Inc

Consumer Cyclical
11.9K
+ 69.16%
$137.24 - $194.56 $1.63M - $2.32M
29.1K $4.07M
TM
Toyota Motor Corp

Consumer Cyclical
1.16K
+ 4.02%
$169.2 - $199.52 $196K - $231K
30K $5.84M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.87K
+ 7.57%
$442.29 - $483.08 $825K - $901K
26.5K $12M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
3.09K
+ 224.37%
$201.32 - $217.44 $623K - $673K
4.47K $925K
HD
Home Depot, Inc.

Consumer Cyclical
2.49K
+ 10.14%
$385.02 - $431.37 $958K - $1.07M
27K $10.5M
GOOGL
Alphabet Inc.

Communication Services
1.02K
+ 6.64%
$161.86 - $196.66 $165K - $201K
16.4K $3.1M
PG
Procter & Gamble CO

Consumer Defensive
4.2K
+ 12.85%
$161.05 - $179.7 $676K - $755K
36.9K $6.18M
DASH
Door Dash, Inc.

Communication Services
2.21K
+ 66.28%
$141.93 - $180.48 $314K - $399K
5.55K $931K
KKR
Kkr & Co. Inc.

Financial Services
2.05K
+ 27.54%
$129.87 - $162.87 $266K - $333K
9.48K $1.4M
NRG
Nrg Energy, Inc.

Utilities
4.56K
+ 24.23%
$85.3 - $101.61 $389K - $463K
23.4K $2.11M
DFUS
Dimensional ETF Tr U S Equity

ETFs
5.6K
+ 117.71%
$61.52 - $66.5 $345K - $373K
10.4K $660K
IVV
Ishares Core S&P 500 ETF

ETFs
197
+ 1.28%
$570.51 - $610.59 $112K - $120K
15.6K $9.16M
DECK
Deckers Outdoor Corp

Consumer Cyclical
166
+ 2.87%
$152.04 - $211.12 $25.2K - $35K
5.95K $1.21M
GDDY
Go Daddy Inc.

Technology
29
+ 0.46%
$153.16 - $209.03 $4.44K - $6.06K
6.31K $1.25M
VO
Vanguard Mid Cap ETF

ETFs
882
+ 2.43%
$261.5 - $284.63 $231K - $251K
37.1K $9.81M
V
Visa Inc.

Financial Services
126
+ 2.83%
$273.87 - $320.91 $34.5K - $40.4K
4.58K $1.45M
Activity Summary
Buys All Purchases 145 New Holdings 52 Increased Positions 93 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Private Advisory Group LLC Portfolio

Follow Private Advisory Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Private Advisory Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Advisory Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email