Private Advisory Group LLC New Holdings in Q4 2025

Private Advisory Group LLC

  • $1.2 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
FISV
Fiserv Inc

Technology
138K
New
N/A
138K $17.3M
MP
Mp Materials Corp.

Basic Materials
192K
New
$51.95 - $98.65 $9.98M - $18.9M
192K $11.3M
FTNT
Fortinet, Inc.

Technology
117K
New
$80.54 - $87.52 $9.45M - $10.3M
117K $9.66M
ALK
Alaska Air Group, Inc.

Industrials
226K
New
$40.42 - $49.42 $9.15M - $11.2M
226K $9.44M
DLR
Digital Realty Trust, Inc.

Real Estate
55.4K
New
$158.11 - $179.28 $8.76M - $9.93M
55.4K $8.76M
ZION
Zions Bancorporation, National Association

Financial Services
169K
New
$46.93 - $56.93 $7.92M - $9.6M
169K $8.61M
IHF
Ishares Tr

ETFs
151K
New
$47.5 - $51.44 $7.18M - $7.77M
151K $7.21M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
41.4K
New
$91.46 - $91.76 $3.78M - $3.79M
41.4K $3.79M
FCVT
First Tr Exchange Traded Fd Iv

ETFs
86.7K
New
$42.29 - $44.62 $3.67M - $3.87M
86.7K $3.67M
WBD
Warner Bros. Discovery, Inc.

Communication Services
119K
New
$17.1 - $23.05 $2.04M - $2.75M
119K $2.75M
EEM
Ishares Msci Emerging Markets

ETFs
34.3K
New
$51.94 - $56.01 $1.78M - $1.92M
34.3K $1.89M
TER
Teradyne, Inc

Technology
8.24K
New
$132.08 - $187.59 $1.09M - $1.55M
8.24K $1.4M
HP
Helmerich & Payne, Inc.

Energy
49.1K
New
$21.85 - $27.83 $1.07M - $1.37M
49.1K $1.37M
M
Macy'S, Inc.

Consumer Cyclical
63.3K
New
$16.51 - $20.75 $1.05M - $1.31M
63.3K $1.27M
APH
Amphenol Corp

Technology
9.42K
New
$121.7 - $143.85 $1.15M - $1.35M
9.42K $1.26M
NOW
Service Now, Inc.

Technology
1.5K
New
$835.79 - $946.29 $1.25M - $1.42M
1.5K $1.25M
LUMN
Lumen Technologies, Inc.

Communication Services
154K
New
$6.07 - $11.83 $937K - $1.83M
154K $1.23M
UNFI
United Natural Foods Inc

Consumer Defensive
31.1K
New
$36.74 - $43.04 $1.14M - $1.34M
31.1K $1.2M
WDC
Western Digital Corp

Technology
7.28K
New
$113.13 - $174.22 $823K - $1.27M
7.28K $1.15M
INCY
Incyte Corp

Healthcare
9.68K
New
$83.8 - $108.26 $812K - $1.05M
9.68K $1.01M
CRDO
Credo Technology Group Holding LTD

Technology
6.88K
New
$129.75 - $187.62 $892K - $1.29M
6.88K $1M
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
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
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
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
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
SYK
Stryker Corp

Healthcare
888
New
$353.81 - $388.35 $314K - $345K
888 $319K
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
PEP
Pepsico Inc

Consumer Defensive
1.92K
New
$138.84 - $153.71 $266K - $295K
1.92K $283K
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
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
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
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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