Private Advisory Group LLC Reduced Holdings in Q4 2025

Private Advisory Group LLC

  • $1.2 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-503
- 5.29%
$41.99 - $42.52 $21.1K - $21.4K
9.01K $381K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-1.35K
- 11.9%
$16.88 - $17.5 $22.9K - $23.7K
10K $174K
VO
Vanguard Mid Cap ETF

ETFs
-8
- 0.33%
$286.27 - $296.23 $2.29K - $2.37K
2.4K $689K
BSJR
Invesco Indx Tr

ETFs
-549
- 2.14%
$22.6 - $22.76 $12.4K - $12.5K
25.1K $567K
XLI
Industrial Sector Spdr

ETFs
-8
- 0.13%
$149.9 - $155.79 $1.2K - $1.25K
6.3K $958K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-145
- 4.93%
$68.28 - $84.44 $9.9K - $12.2K
2.8K $212K
VUG
Vanguard Growth ETF

ETFs
-40
- 1.45%
$470.44 - $504.26 $18.8K - $20.2K
2.72K $1.32M
VFH
Vanguard Financial ETF

ETFs
-8
- 0.38%
$125.75 - $131.12 $1.01K - $1.05K
2.09K $266K
PLD
Prologis, Inc.

Real Estate
-231
- 9.63%
$111.23 - $127.18 $25.7K - $29.4K
2.17K $267K
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
-209
- 0.77%
$21.35 - $21.61 $4.46K - $4.52K
26.8K $575K
James Hardie Inds PLC
-431K
- 97.65%
N/A
10.4K $0
QCOM
Qualcomm Inc

Technology
-10
- 0.27%
$153.59 - $187.68 $1.54K - $1.88K
3.67K $611K
Coreweave Inc
-86.7K
- 93.39%
N/A
6.14K $0
Ge Vernova Inc
-4.99K
- 88.23%
N/A
666 $0
DVOL
First Tr ETF Vi Dorsey Wright
-80
- 0.2%
N/A
40.3K $0
Tidal Trust Ii
-100
- 0.28%
N/A
35K $0
SBUX
Starbucks Corp

Consumer Cyclical
-3
- 0.04%
$78.46 - $87.26 $235 - $262
8.36K $709K
MAR
Marriott International Inc

Consumer Cyclical
-21
- 1.61%
$259.04 - $291.9 $5.44K - $6.13K
1.28K $366K
SLV
I Shares Silver Trust

ETFs
-34
- 0.39%
$42.4 - $49.17 $1.44K - $1.67K
8.63K $396K
JCI
Johnson Controls International PLC

Industrials
-40
- 1.03%
$105.55 - $122.66 $4.22K - $4.91K
3.83K $455K
CAT
Caterpillar Inc

Industrials
-26
- 4.15%
$480.82 - $585.49 $12.5K - $15.2K
601 $331K
LLY
Eli Lilly & CO

Healthcare
-4.34K
- 20.98%
$799.57 - $1025.28 $3.47M - $4.45M
16.3K $16.7M
EWY
Ishares Inc Msci South Korea E

ETFs
-20K
- 8.16%
$80.72 - $100.78 $1.62M - $2.02M
225K $21.2M
AAPL
Apple Inc.

Technology
-512
- 0.22%
$245.27 - $275.25 $126K - $141K
232K $62M
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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