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Portfolio (Quarterly) Guide ↗

Private Advisory Group LLC

· CIK 0001632965
13F Portfolio $1.3B AUM 382 positions Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 64 New 99 Added 66 Reduced 31 Exited
Page 5 of 5  ·  99 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 JAAA JANUS DETROIT STR TR 11,813.0 $598K 0.05% +8K +182.4% $50.58 +0.2%
82 BSJS INVESCO EXCH TRD SLF IDX FD 27,057.0 $595K 0.05% +276.0 +1.0% $22.00 -1.0%
83 CL COLGATE PALMOLIVE CO Consumer Defensive 7,015.0 $554K 0.04% +4K +106.8% $79.02 +14.7%
84 MO ALTRIA GROUP INC Consumer Defensive 9,432.0 $544K 0.04% +205.0 +2.2% $57.66 +28.2%
85 AMAT APPLIED MATLS INC Technology 1,971.0 $507K 0.04% +343.0 +21.1% $256.99 +68.2%
86 KO COCA COLA CO Consumer Defensive 7,235.0 $506K 0.04% +229.0 +3.3% $69.91 +16.5%
87 UNH UNITEDHEALTH GROUP INC Healthcare 1,455.0 $480K 0.04% +681.0 +88.0% $330.09 +17.7%
88 IAU ISHARES GOLD TR Financial Services 5,900.0 $479K 0.04% +233.0 +4.1% $81.17 +4.5%
89 NKE NIKE INC Consumer Cyclical 7,436.0 $474K 0.04% +99.0 +1.4% $63.71 -29.9%
90 DWAW ADVISORSHARES TR 10,021.0 $443K 0.04% +553.0 +5.8% $44.17 +12.2%
91 VBIL VANGUARD INSTL INDEX FD 5,833.0 $440K 0.03% +171.0 +3.0% $75.43 +0.3%
92 PIZ INVESCO EXCH TRADED FD TR II 8,875.0 $435K 0.03% +647.0 +7.9% $48.98 +15.5%
93 MS MORGAN STANLEY Financial Services 2,126.0 $377K 0.03% +785.0 +58.5% $177.53 +13.2%
94 CSCO CISCO SYS INC Technology 3,935.0 $303K 0.02% +202.0 +5.4% $77.03 +56.3%
95 FDN FIRST TR EXCHANGE-TRADED FD 1,117.0 $301K 0.02% +13.0 +1.2% $269.18 +1.7%
96 DWUS ADVISORSHARES TR 4,449.0 $241K 0.02% +316.0 +7.7% $54.21 +10.7%
97 GRID FIRST TR EXCHANGE TRADED FD 1,548.0 $237K 0.02% +65.0 +4.4% $153.02 +25.8%
98 AMLP ALPS ETF TR 4,569.0 $215K 0.02% +45.0 +1.0% $47.02 +16.0%
99 FIW FIRST TR EXCHANGE-TRADED FD 1,935.0 $210K 0.02% +148.0 +8.3% $108.64 -5.9%
Page 5 of 5  ·  99 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 40.6%
Financial Services 14.3%
Communication Services 13.6%
Consumer Cyclical 7.9%
Industrials 6.9%
Healthcare 4.7%
Consumer Defensive 4.1%
Energy 3.6%
Utilities 1.8%
Basic Materials 1.5%