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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 9 of 13  ·  250 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 INSM INSMED INC Healthcare 2,750.0 $479K 0.04% NEW $174.04 -38.1%
162 SNOW SNOWFLAKE INC Technology 2,165.0 $475K 0.04% NEW $219.36 -18.1%
163 NKE NIKE INC Consumer Cyclical 7,436.0 $474K 0.04% +99.0 +1.4% $63.71 -29.7%
164 JCI JOHNSON CTLS INTL PLC Industrials 3,833.0 $459K 0.04% -40.0 -1.0% $119.75 +17.2%
165 ABBV ABBVIE INC Healthcare 1,948.0 $445K 0.04% -109.0 -5.3% $228.52 -6.4%
166 DWAW ADVISORSHARES TR 10,021.0 $443K 0.04% +553.0 +5.8% $44.17 +14.6%
167 VBIL VANGUARD INSTL INDEX FD 5,833.0 $440K 0.03% +171.0 +3.0% $75.43 +0.3%
168 CRWV COREWEAVE INC Technology 6,136.0 $439K 0.03% -87K -93.4% $71.61 +51.0%
169 GEV GE VERNOVA INC Utilities 666.0 $435K 0.03% -5K -88.2% $653.78 +67.4%
170 PIZ INVESCO EXCH TRADED FD TR II 8,875.0 $435K 0.03% +647.0 +7.9% $48.98 +19.8%
171 FSLR FIRST SOLAR INC Energy 1,624.0 $424K 0.03% NEW $261.23 +3.8%
172 BKLN INVESCO EXCH TRADED FD TR II 19,918.0 $418K 0.03% NEW $21.00 -2.4%
173 VIKING HOLDINGS LTD 5,785.0 $413K 0.03% NEW $71.41
174 NTRA NATERA INC Healthcare 1,799.0 $412K 0.03% NEW $229.09 -11.3%
175 SRLN SSGA ACTIVE ETF TR 9,846.0 $406K 0.03% NEW $41.27 -1.8%
176 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,284.0 $398K 0.03% -21.0 -1.6% $310.24 +20.2%
177 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,366.0 $392K 0.03% NEW $287.25 +12.7%
178 XJUN FIRST TR EXCHNG TRADED FD VI 9,010.0 $387K 0.03% -503.0 -5.3% $42.95 +3.0%
179 XDEC FIRST TR EXCHNG TRADED FD VI 9,369.0 $383K 0.03% -665.0 -6.6% $40.92 +4.1%
180 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,486.0 $380K 0.03% -14K -90.2% $256.03 -13.5%
Page 9 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%