BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 13  ·  250 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TIP ISHARES TR 27,890.0 $3.1M 0.24% +3K +11.8% $109.91 +0.7%
82 LRCX LAM RESEARCH CORP Technology 17,746.0 $3.0M 0.24% +16K +837.0% $171.18 +83.8%
83 SHY ISHARES TR 36,102.0 $3.0M 0.23% +2K +7.3% $82.82 -0.8%
84 ALB ALBEMARLE CORP Basic Materials 18,171.0 $2.6M 0.20% NEW $141.44 +25.5%
85 HYG ISHARES TR 31,676.0 $2.6M 0.20% +2K +7.8% $80.63 -0.7%
86 VTI VANGUARD INDEX FDS 7,448.0 $2.5M 0.20% +325.0 +4.6% $335.27 +10.0%
87 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 9,055.0 $2.5M 0.20% +474.0 +5.5% $275.39 +207.1%
88 AXIL AXIL BRANDS INC Consumer Defensive 334,756.0 $2.3M 0.18% $6.93 +0.4%
89 LQD ISHARES TR 20,928.0 $2.3M 0.18% +2K +7.8% $110.19 -1.3%
90 EMB ISHARES TR 23,746.0 $2.3M 0.18% +1K +5.9% $96.28 -0.8%
91 SHV ISHARES TR 20,397.0 $2.2M 0.18% +15K +308.3% $110.15 +0.2%
92 CWB SPDR SERIES TRUST 23,676.0 $2.1M 0.17% +1K +5.3% $89.20 +19.9%
93 RSP INVESCO EXCHANGE TRADED FD T 10,989.0 $2.1M 0.17% -4K -28.0% $191.57 +8.3%
94 GE GE AEROSPACE Industrials 6,433.0 $2.0M 0.15% -214.0 -3.2% $308.04 +1.1%
95 FIRST TR HIGH YIELD OPPRT 20 140,817.0 $2.0M 0.15% -4K -2.9% $14.07
96 EEM ISHARES TR 34,329.0 $1.9M 0.15% NEW $54.71 +24.4%
97 FOXA FOX CORP Communication Services 23,013.0 $1.7M 0.13% -1K -5.1% $73.07 -11.8%
98 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 6,006.0 $1.7M 0.13% +360.0 +6.4% $278.92 -4.5%
99 APP APPLOVIN CORP Technology 2,421.0 $1.6M 0.13% +1K +105.3% $673.82 -21.4%
100 TER TERADYNE INC Technology 8,240.0 $1.6M 0.12% NEW $193.56 +97.1%
Page 5 of 13  ·  250 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%