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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 4 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CIBR FIRST TR EXCHANGE TRADED FD 3,061.0 $219K 0.02% -2K -39.0% $71.45 +18.0%
62 JAMES HARDIE INDS PLC 10,380.0 $215K 0.02% -431K -97.7% $20.75
63 ADP AUTOMATIC DATA PROCESSING IN Industrials 829.0 $213K 0.02% -38.0 -4.4% $257.23 -12.4%
64 ADI ANALOG DEVICES INC Technology 765.0 $207K 0.02% -66.0 -7.9% $271.20 +46.4%
65 JNJ JOHNSON & JOHNSON Healthcare 992.0 $205K 0.02% -311.0 -23.9% $207.00 +13.2%
66 QYLD GLOBAL X FDS 10,020.0 $177K 0.01% -1K -11.9% $17.67 +1.2%
Page 4 of 4  ·  66 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%