Private Advisory Group LLC Incresed Positions in Q3 2024

Private Advisory Group LLC

  • $820 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
66.4K
+ 2676.48%
$136.27 - $1745.86 $9.04M - $116M
68.8K $11.9M
NVO
Novo Nordisk A S

Healthcare
67.3K
+ 230.88%
$119.07 - $145.42 $8.01M - $9.78M
96.4K $11.5M
RDVY
First Trust Rising Dividend Ac

ETFs
70.3K
+ 317.05%
$53.68 - $59.24 $3.77M - $4.17M
92.5K $5.48M
JPM
Jpmorgan Chase & CO

Financial Services
18.1K
+ 994.77%
$194.9 - $224.8 $3.52M - $4.06M
19.9K $4.19M
CRM
Salesforce, Inc.

Technology
12.3K
+ 1031.54%
$238.42 - $276.53 $2.93M - $3.4M
13.5K $3.69M
GBIL
Goldman Sachs Access Treasury

ETFs
27.7K
+ 441.41%
$99.7 - $100.3 $2.76M - $2.77M
33.9K $3.4M
AMD
Advanced Micro Devices Inc

Technology
14.9K
+ 25.86%
$128.67 - $183.96 $1.91M - $2.73M
72.3K $11.9M
DELL
Dell Technologies Inc.

Technology
22.2K
+ 296.32%
$87.89 - $145.97 $1.95M - $3.25M
29.7K $3.52M
HUM
Humana Inc

Healthcare
10.6K
+ 54.05%
$310.25 - $404.52 $3.27M - $4.27M
30.1K $9.52M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.43K
+ 6.14%
$405.19 - $478.57 $577K - $682K
24.6K $11.3M
HWM
Howmet Aerospace Inc.

Industrials
13.6K
+ 104.63%
$77.3 - $100.22 $1.05M - $1.36M
26.5K $2.66M
ASML
Asml Holding Nv

Technology
3.43K
+ 49.88%
$749.82 - $1098.95 $2.57M - $3.77M
10.3K $8.58M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
7.57K
+ 283.17%
$138.85 - $182.81 $1.05M - $1.38M
10.2K $1.82M
GE
General Electric CO

Industrials
3.61K
+ 15.2%
$156.66 - $189.66 $565K - $684K
27.4K $5.16M
ADI
Analog Devices Inc

Technology
5.31K
+ 70.39%
$200.56 - $243.33 $1.07M - $1.29M
12.9K $2.96M
VO
Vanguard Mid Cap ETF

ETFs
772
+ 2.18%
$237.84 - $263.83 $184K - $204K
36.3K $9.57M
FICO
Fair Isaac Corp

Technology
311
+ 40.23%
$1496.51 - $1947.38 $465K - $606K
1.08K $2.11M
MA
Mastercard Inc

Financial Services
897
+ 10.1%
$429.6 - $500.99 $385K - $449K
9.78K $4.83M
PG
Procter & Gamble CO

Consumer Defensive
2.73K
+ 9.13%
$160.76 - $177.82 $439K - $486K
32.7K $5.66M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.53K
+ 3.16%
$105.53 - $118.34 $162K - $181K
50K $5.85M
VRT
Vertiv Holdings CO

Industrials
7.43K
+ 12.75%
$86.66 - $86.66 $644K - $644K
65.7K $5.69M
IVV
Ishares Core S&P 500 ETF

ETFs
309
+ 2.05%
$520.18 - $576.82 $161K - $178K
15.4K $8.86M
JNJ
Johnson & Johnson

Healthcare
1.72K
+ 8.05%
$145.48 - $167.38 $250K - $288K
23.1K $3.74M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
1.04K
+ 2.16%
$97.19 - $109.09 $101K - $114K
49.4K $5.34M
IWC
Russell Micro Cap ETF

ETFs
3.54K
+ 22.11%
$112.21 - $129.46 $397K - $458K
19.6K $2.41M
INDA
Ishares Msci India Index Fund

ETFs
4.84K
+ 5.08%
$54.86 - $59.22 $265K - $287K
100K $5.86M
AMZN
Amazon Com Inc

Consumer Cyclical
8.6K
+ 5.04%
$161.02 - $200.0 $1.38M - $1.72M
179K $33.4M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
7.32K
+ 3.72%
$14.08 - $17.36 $103K - $127K
204K $3.54M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
3.84K
+ 4.52%
$56.04 - $62.99 $215K - $242K
88.7K $5.42M
KRE
Spdr S&P Regional Banking ETF

ETFs
1.13K
+ 2.65%
$47.94 - $59.23 $53.9K - $66.6K
43.6K $2.47M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
6.56K
+ 16.92%
$50.25 - $50.74 $330K - $333K
45.3K $2.3M
ANET
Arista Networks, Inc.

Technology
658
+ 27.45%
$311.42 - $388.21 $205K - $255K
3.06K $1.17M
THC
Tenet Healthcare Corp

Healthcare
963
+ 21.31%
$129.27 - $168.03 $124K - $162K
5.48K $910K
EME
Emcor Group, Inc.

Industrials
423
+ 24.48%
$340.22 - $435.6 $144K - $184K
2.15K $926K
FXR
First Trust Industrials/Produc

ETFs
1.34K
+ 6.61%
$66.85 - $75.76 $89.6K - $102K
21.6K $1.64M
SBUX
Starbucks Corp

Consumer Cyclical
274
+ 2.89%
$72.51 - $98.6 $19.9K - $27K
9.76K $951K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.26K
+ 2.63%
$147.95 - $191.05 $186K - $240K
49K $8.52M
FV
First Trust Dorsey Wright Focu

ETFs
3.14K
+ 13.12%
$51.35 - $59.82 $161K - $188K
27.1K $1.58M
PWR
Quanta Services, Inc.

Industrials
160
+ 4.79%
$239.58 - $298.23 $38.3K - $47.7K
3.5K $1.04M
FIW
First Trust Water ETF

ETFs
482
+ 3.49%
$98.0 - $109.33 $47.2K - $52.7K
14.3K $1.56M
NKE
Nike, Inc.

Consumer Cyclical
244
+ 2.14%
$71.09 - $89.44 $17.3K - $21.8K
11.7K $1.03M
NU
Nu Holdings Ltd.

Financial Services
3.5K
+ 5.45%
$10.71 - $15.14 $37.5K - $53K
67.7K $924K
FTSL
First Trust Senior Ln Fund

ETFs
1.72K
+ 3.27%
$45.51 - $46.26 $78.4K - $79.7K
54.5K $2.5M
DWAW
Advisorshares Tr Dorsey Wright

ETFs
1.98K
+ 23.03%
$35.33 - $40.65 $70K - $80.6K
10.6K $414K
PDP
Invesco Exchange Traded Fd Tr

ETFs
142
+ 1.49%
$91.9 - $103.31 $13K - $14.7K
9.65K $996K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
911
+ 2.69%
$28.1 - $29.89 $25.6K - $27.2K
34.8K $1.04M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
48
+ 0.45%
$41.02 - $46.01 $1.97K - $2.21K
10.7K $486K
PKB
Invesco Exchange Traded Fd Tr

ETFs
17
+ 0.52%
$66.28 - $79.78 $1.13K - $1.36K
3.28K $260K
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
1.17K
+ 10.79%
$24.77 - $26.7 $28.9K - $31.1K
12K $319K
Activity Summary
Buys All Purchases 121 New Holdings 53 Increased Positions 68 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 1 Puts 1
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