Private Advisory Group LLC Incresed Positions in Q4 2025

Private Advisory Group LLC

  • $1.2 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
48.1K
+ 275.32%
$278.39 - $304.13 $13.4M - $14.6M
65.6K $18.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
14.6K
+ 321.64%
$653.02 - $687.39 $9.55M - $10.1M
19.2K $12.8M
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
AVGO
Broadcom Inc.

Technology
5.43K
+ 7.46%
$324.63 - $385.98 $1.76M - $2.1M
78.3K $26.8M
NVDA
Nvidia Corp

Technology
12.3K
+ 3.37%
$179.83 - $207.04 $2.2M - $2.54M
376K $70.2M
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
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
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.91K
+ 8.05%
$280.66 - $305.09 $1.1M - $1.19M
52.4K $14.8M
VIG
Vanguard Dividend Appreciation

ETFs
6.6K
+ 44.18%
N/A
21.5K $3.92M
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
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
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
FDM
First Trust Dow Jones Select M

ETFs
8.46K
+ 4.63%
$72.19 - $76.17 $610K - $644K
191K $14.4M
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
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
7.63K
+ 182.4%
$50.55 - $50.74 $386K - $387K
11.8K $598K
HWM
Howmet Aerospace Inc.

Industrials
953
+ 4.04%
$184.09 - $209.74 $175K - $200K
24.5K $4.99M
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
SHOP
Shopify Inc.

Technology
2.2K
+ 129.24%
$146.04 - $179.01 $321K - $394K
3.9K $570K
STX
Seagate Technology Holdings PLC

Technology
474
+ 5.52%
$211.63 - $293.99 $100K - $139K
9.06K $2.34M
TIP
Ishares Tr Tips Bd ETF

ETFs
2.94K
+ 11.78%
$110.58 - $112.2 $325K - $330K
27.9K $3.09M
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
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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