| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT INC | 31 | Q2 2024 | 6.6% |
| AMAZON COM INC | 31 | Q2 2024 | 7.1% |
| APPLE INC | 31 | Q2 2024 | 6.8% |
| ISHARES TR | 31 | Q2 2024 | 6.1% |
| META PLATFORMS INC | 31 | Q2 2024 | 4.7% |
| ISHARES TR | 31 | Q2 2024 | 3.7% |
| ISHARES TR | 31 | Q2 2024 | 2.8% |
| ISHARES TR | 31 | Q2 2024 | 2.1% |
| VANGUARD WORLD FDS | 31 | Q2 2024 | 0.7% |
| COSTCO WHSL CORP NEW | 30 | Q2 2024 | 3.2% |
View Private Advisory Group LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX/A | 2024-08-20 |
| N-PX/A | 2024-08-08 |
| N-PX | 2024-07-25 |
| 13F-HR | 2024-07-23 |
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-13 |
| 13F-HR/A | 2024-01-12 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-12 |
View Private Advisory Group LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.