$168 Million is the total value of Private Advisory Group LLC's 249 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was 41.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $8,976,000 | +4.2% | 65,590 | +0.2% | 5.35% | -7.4% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $8,646,000 | +53.5% | 35,757 | +49.6% | 5.15% | +36.3% |
| DIA | Buy | SPDR DOW JONES INDL AVRG ETFut ser 1 | $5,743,000 | +10.3% | 26,928 | +6.7% | 3.42% | -2.0% |
| TOTL | Buy | SSGA ACTIVE ETF TRspdr tr tactic | $5,574,000 | +56.1% | 113,267 | +55.1% | 3.32% | +38.7% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $5,480,000 | +10.9% | 22,512 | +8.1% | 3.26% | -1.5% |
| SPIB | Buy | SPDR SERIES TRUSTblomberg brc intr | $5,144,000 | +45.8% | 149,506 | +44.7% | 3.06% | +29.5% |
| MSFT | Buy | MICROSOFT CORP | $4,095,000 | +25.3% | 59,407 | +19.7% | 2.44% | +11.3% |
| AMZN | Sell | AMAZON COM INC | $4,054,000 | -14.8% | 4,188 | -21.9% | 2.41% | -24.3% |
| EFG | New | ISHARES TReafe grwth etf | $3,877,000 | – | 52,428 | +100.0% | 2.31% | – |
| SPSB | Sell | SPDR SERIES TRUSTbloomberg brc srt | $3,833,000 | -46.0% | 125,098 | -46.0% | 2.28% | -52.0% |
| EFV | New | ISHARES TReafe value etf | $3,814,000 | – | 73,781 | +100.0% | 2.27% | – |
| EFA | Buy | ISHARES TRmsci eafe etf | $3,710,000 | +33.4% | 56,901 | +27.4% | 2.21% | +18.4% |
| HYS | Buy | PIMCO ETF TR0-5 high yield | $3,569,000 | +30.2% | 35,210 | +29.8% | 2.12% | +15.6% |
| PDP | Buy | POWERSHARES ETF TRUSTdwa momentum ptf | $3,158,000 | +37.2% | 67,452 | +32.8% | 1.88% | +21.9% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $3,119,000 | +236.1% | 75,378 | +219.9% | 1.86% | +198.6% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $2,847,000 | +2.7% | 40,612 | +1.3% | 1.70% | -8.8% |
| COST | Buy | COSTCO WHOLESALE CORP | $2,704,000 | +114.4% | 16,906 | +124.8% | 1.61% | +90.3% |
| SCZ | New | ISHARES TReafe sml cp etf | $2,691,000 | – | 46,524 | +100.0% | 1.60% | – |
| MS | Buy | MORGAN STANLEY | $2,679,000 | +787.1% | 1,945,169 | +27510.6% | 1.60% | +685.7% |
| SHY | Buy | ISHARES TR1-3 yr tr bd etf | $2,659,000 | +38.1% | 31,480 | +38.2% | 1.58% | +22.7% |
| SHV | Buy | ISHARES TRshrt trs bd etf | $2,646,000 | +36.5% | 23,984 | +36.6% | 1.58% | +21.2% |
| SRLN | Buy | SSGA ACTIVE ETF TRblkstn gsosrln | $2,631,000 | +28.5% | 55,474 | +28.9% | 1.57% | +14.1% |
| IDV | Sell | ISHARES TRintl sel div etf | $2,592,000 | -1.3% | 79,226 | -5.1% | 1.54% | -12.4% |
| AAPL | Buy | APPLE INC | $2,446,000 | +56.8% | 16,985 | +56.5% | 1.46% | +39.3% |
| SPTS | Sell | SPDR SER TRblomberg brc srt | $2,342,000 | -21.2% | 83,735 | -21.2% | 1.40% | -30.0% |
| EMCB | Sell | WISDOMTREE TRwsdm emktbd fd | $2,209,000 | -5.5% | 30,814 | -5.7% | 1.32% | -16.1% |
| MAR | Buy | MARRIOT INTERNATIONAL | $2,200,000 | +63.8% | 21,932 | +53.7% | 1.31% | +45.4% |
| FB | Sell | FACEBOOK INCcl a | $2,174,000 | +4.6% | 14,402 | -1.6% | 1.30% | -7.1% |
| XMLV | Buy | POWERSHARES ETF TRUST IIs&p 400 lovl pt | $2,145,000 | +132.6% | 49,563 | +127.4% | 1.28% | +106.6% |
| QQQ | Buy | POWERSHARES QQQ TRUSTunit ser 1 | $2,131,000 | +143.5% | 15,478 | +134.0% | 1.27% | +116.2% |
| IJT | Buy | ISHARES TRsp smcp600vl etf | $2,057,000 | +4.6% | 13,187 | +2.7% | 1.22% | -7.1% |
| RSP | Buy | RYDEX ETF TRUSTgug s&p500 eq wt | $2,037,000 | +150.2% | 21,977 | +145.4% | 1.21% | +122.2% |
| KSS | Buy | KOHLS CORP | $1,949,000 | +21.8% | 50,394 | +25.4% | 1.16% | +8.2% |
| F | Buy | FORD MOTOR CO | $1,941,000 | +63.2% | 173,403 | +69.8% | 1.16% | +45.0% |
| LUV | Buy | SOUTHWEST AIRLINES | $1,901,000 | +57.1% | 30,599 | +35.9% | 1.13% | +39.6% |
| VFH | Buy | VANGUARD WORLD FDSfinancials etf | $1,874,000 | +5.6% | 29,953 | +2.1% | 1.12% | -6.2% |
| UDN | Buy | POWERSHARES DB US DOLLAR INDEXdoll indx bear | $1,874,000 | +28.3% | 85,950 | +22.4% | 1.12% | +13.9% |
| BP | Sell | BP PLCsponsored adr | $1,709,000 | -0.2% | 49,343 | -0.5% | 1.02% | -11.3% |
| VZ | Sell | VERIZON COMMUNICATION | $1,578,000 | -13.6% | 35,336 | -5.7% | 0.94% | -23.3% |
| DWM | New | WISDOMTREE TRintl equity fd | $1,427,000 | – | 27,490 | +100.0% | 0.85% | – |
| PSK | Sell | SPDR SERIES TRUSTwells fg pfd etf | $1,365,000 | -15.3% | 30,357 | -17.2% | 0.81% | -24.8% |
| CVX | Sell | CHEVRON CORPORATION | $1,169,000 | -10.6% | 11,210 | -8.0% | 0.70% | -20.6% |
| JNJ | Sell | JOHNSON & JOHNSON | $1,113,000 | -0.4% | 8,420 | -6.2% | 0.66% | -11.6% |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $1,107,000 | -3.4% | 20,150 | -4.0% | 0.66% | -14.3% |
| IYT | Buy | ISHARES TRtrans avg etf | $1,092,000 | +36.8% | 6,341 | +30.3% | 0.65% | +21.5% |
| CAT | Buy | CATERPILLAR INC DEL | $862,000 | +34.3% | 8,020 | +16.0% | 0.51% | +19.0% |
| FV | Buy | FIRST TR EXCHANGE TRADED FDdorsey wrt 5 etf | $847,000 | +21.2% | 36,618 | +17.6% | 0.50% | +7.5% |
| TGT | Buy | TARGET CORPORATION | $836,000 | +11.6% | 15,985 | +17.8% | 0.50% | -0.8% |
| BAC | Buy | BANK OF AMERICA CORP | $808,000 | +37.4% | 33,314 | +33.7% | 0.48% | +22.1% |
| VNQ | Buy | VANGUARD INDEX FDSreit etf | $795,000 | +8.8% | 9,555 | +8.0% | 0.47% | -3.5% |
| XBI | Buy | SPDR SERIES TRs&p biotech | $773,000 | +69.1% | 10,013 | +52.0% | 0.46% | +50.3% |
| EMR | Sell | EMERSON ELECTRIC CO | $769,000 | -28.9% | 12,905 | -28.6% | 0.46% | -36.9% |
| XAR | Buy | SPDR SERIES TRaerospace def | $740,000 | +59.8% | 10,502 | +51.5% | 0.44% | +41.8% |
| DTN | New | WISDOMTREE TRus divid ex fncl | $739,000 | – | 8,978 | +100.0% | 0.44% | – |
| FTXO | Buy | FIRST TR EXCHANGE TRADED FDnasdaq bk etf | $725,000 | +63.7% | 27,408 | +60.8% | 0.43% | +45.5% |
| UNH | Buy | UNITED HEALTH GROUP | $717,000 | +166.5% | 3,871 | +136.5% | 0.43% | +137.2% |
| QTEC | Buy | FIRST TR NASDAQ100 TECH INDE | $713,000 | +55.3% | 11,426 | +49.7% | 0.42% | +38.0% |
| RDVY | Buy | FIRST TR EXCHANGE TRADED FDrisng divd achiv | $686,000 | +38.9% | 28,123 | +43.3% | 0.41% | +23.6% |
| STIP | Sell | ISHARES TR0-5 yr tips etf | $644,000 | -6.5% | 6,420 | -5.4% | 0.38% | -16.9% |
| EMLP | Sell | FIRST TR EXCHANGE TRADED FDno amer energy | $630,000 | -40.8% | 25,676 | -38.9% | 0.38% | -47.5% |
| AADR | Buy | ADVISORSHARES TR | $614,000 | +2.3% | 13,140 | +2.2% | 0.37% | -9.0% |
| XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $588,000 | -19.7% | 8,631 | -23.3% | 0.35% | -28.7% |
| MTUM | Sell | ISHARES TRusa momentum fct | $588,000 | -58.9% | 6,619 | -61.7% | 0.35% | -63.5% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $561,000 | -1.1% | 8,656 | +6.6% | 0.33% | -12.1% |
| VAW | Sell | VANGUARD MATERIALS | $537,000 | -21.3% | 4,419 | -23.0% | 0.32% | -30.0% |
| PIZ | New | POWERSHARES ETF TRUST IIdwa devmktmom pt | $510,000 | – | 19,873 | +100.0% | 0.30% | – |
| IPKW | New | POWERSHARES ETF TRUST IIpwrs int buybk | $504,000 | – | 15,702 | +100.0% | 0.30% | – |
| EWZ | Buy | ISHARESmsci brz cap etf | $484,000 | +89.1% | 14,188 | +108.4% | 0.29% | +67.4% |
| GE | Sell | GENERAL ELECTRIC COMPANY | $474,000 | -68.7% | 17,524 | -63.8% | 0.28% | -72.2% |
| BK | Sell | BANK OF NEW YORK | $474,000 | -47.8% | 9,281 | -51.7% | 0.28% | -53.7% |
| VHT | Sell | VANGUARD WORLD FDShealth car etf | $428,000 | -6.1% | 2,905 | -12.0% | 0.26% | -16.7% |
| SGMS | Buy | SCIENTIFIC GAMES CORPcl a | $419,000 | +30.1% | 16,041 | +17.8% | 0.25% | +15.7% |
| CSX | Buy | CSX CORP | $418,000 | +49.3% | 7,673 | +27.5% | 0.25% | +32.4% |
| AAOI | Buy | APPLIED OPTOELECTRONICS INC | $413,000 | +38.1% | 6,672 | +25.4% | 0.25% | +22.4% |
| EHTH | New | EHEALTH INC | $408,000 | – | 21,689 | +100.0% | 0.24% | – |
| RWO | Sell | SPDR INDEX SHS FDSdj glb rl es etf | $402,000 | -37.3% | 8,430 | -38.1% | 0.24% | -44.4% |
| SWIN | Sell | ALPS ETF TRalps doresey | $393,000 | +2.6% | 14,546 | -0.7% | 0.23% | -8.9% |
| CWB | New | SPDR SERIES TRblmbrg brc cnvrt | $391,000 | – | 7,879 | +100.0% | 0.23% | – |
| LQDH | Sell | ISHARES U S ETF TRint rt hdg hgyl | $388,000 | -40.7% | 4,071 | -41.1% | 0.23% | -47.4% |
| IFV | Buy | FIRST TR EXCHANGE TRADED FDdorsey wright | $384,000 | +19.6% | 19,560 | +16.6% | 0.23% | +6.5% |
| SHOP | Buy | SHOPIFY INCcl a | $382,000 | +32.6% | 4,391 | +3.9% | 0.23% | +17.6% |
| NVDA | New | NVIDIA CORP | $378,000 | – | 2,615 | +100.0% | 0.22% | – |
| EWO | Buy | ISHARES TRaustria capd etf | $375,000 | +78.6% | 17,657 | +53.0% | 0.22% | +58.2% |
| SODA | Buy | SODASTREAM INTERNATIONAL LTD | $370,000 | +50.4% | 6,906 | +36.2% | 0.22% | +33.3% |
| FTSL | Sell | FIRST TR EXCHANGE TRADED FDsenior ln fd | $369,000 | -41.2% | 7,621 | -41.2% | 0.22% | -47.7% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $366,000 | -64.2% | 2,565 | -65.0% | 0.22% | -68.2% |
| EPOL | Buy | ISHARES TRmsci pol cap etf | $364,000 | +71.7% | 14,963 | +52.3% | 0.22% | +52.8% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $355,000 | -35.8% | 4,442 | -35.9% | 0.21% | -43.1% |
| FNI | New | FIRST TR EXCHANGE TRADED FDchindia etf | $352,000 | – | 10,030 | +100.0% | 0.21% | – |
| COHR | New | COHERENT INC | $348,000 | – | 1,549 | +100.0% | 0.21% | – |
| IPK | New | SPDR INDEX SHS FDSintl tech etf | $347,000 | – | 8,155 | +100.0% | 0.21% | – |
| PZE | Buy | PETROBRAS ARGENTIAN S Aspons adr | $341,000 | +34.3% | 28,388 | +23.3% | 0.20% | +19.4% |
| FPE | Buy | FIRST TR EXCHANGE -TRADED FDpfd secs inc etf | $324,000 | +27.6% | 16,208 | +24.4% | 0.19% | +13.5% |
| IFGL | Sell | ISHARES TRintl dev re etf | $323,000 | -28.9% | 11,325 | -31.5% | 0.19% | -36.8% |
| DWIN | Sell | POWERSHARES ETF TRUST IIdwa tact mlt | $323,000 | -41.9% | 11,649 | -41.3% | 0.19% | -48.5% |
| ICF | Sell | ISHARES TRcohen&steer reit | $316,000 | -33.1% | 3,121 | -34.0% | 0.19% | -40.7% |
| UCTT | New | ULTRA CLEAN HOLDGS INC | $313,000 | – | 16,663 | +100.0% | 0.19% | – |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $310,000 | – | 2,202 | +100.0% | 0.18% | – |
| LL | New | LUMBER LIQUIDATORS HLDGS INC | $307,000 | – | 12,239 | +100.0% | 0.18% | – |
| BSJL | Sell | CLAYMORE EXCHANGE TRD FD TR2021 hg yld cb | $290,000 | -50.3% | 11,503 | -50.7% | 0.17% | -55.8% |
| YPF | Buy | YFP SOCIEDAD ANONIMAspon adr cl d | $291,000 | +38.6% | 13,281 | +53.7% | 0.17% | +22.7% |
| BSJM | Sell | CLAYMORE EXCHANGE TRD FD TR2022 hg yld cb | $289,000 | -50.1% | 11,379 | -50.3% | 0.17% | -55.7% |
| BSCN | Sell | CLAYMORE EXCHANGE TRD FD TR2023 corp bond | $288,000 | -50.0% | 10,757 | -50.1% | 0.17% | -55.4% |
| BSJJ | Sell | CLAYMORE EXCHANGE TRADED FD TRgug bul 2019 hy | $284,000 | -51.9% | 11,538 | -52.1% | 0.17% | -57.3% |
| BSJK | Sell | CLAYMORE EXCHANGE TRD FD TRgug bul 2020 hy | $283,000 | -50.3% | 11,379 | -50.7% | 0.17% | -55.8% |
| BSJI | Sell | CLAYMORE EXCHANGE TRD FD TRgug blt2018 hy | $282,000 | -51.4% | 11,109 | -51.5% | 0.17% | -56.8% |
| BSJH | Sell | CLAYMORE EXCHANGE TRD FD TRgug blt2017 hy | $282,000 | -50.8% | 10,941 | -50.9% | 0.17% | -56.2% |
| BND | Sell | VANGUARD BD INDEX FD INCtotal bnd mrkt | $277,000 | -5.8% | 3,374 | -6.9% | 0.16% | -16.2% |
| GEM | Sell | GOLDMAN SACHS ETF TRactivebeta eme | $275,000 | +3.8% | 8,798 | -0.4% | 0.16% | -7.9% |
| AJG | Buy | GALLAGHER ARTHUR J & CO | $274,000 | +2.2% | 4,779 | +0.7% | 0.16% | -9.4% |
| JNK | New | SPDR SERIES TRUSTbloomberg brclys | $272,000 | – | 7,301 | +100.0% | 0.16% | – |
| XLG | New | RYDEX ETF TRUSTguggenhm s&p 500 | $271,000 | – | 1,580 | +100.0% | 0.16% | – |
| GGAL | New | GRUPO FINANCIERO GALICIA S Asp adr 10 sh b | $266,000 | – | 6,250 | +100.0% | 0.16% | – |
| EMHY | New | ISHARESem hghyl bd etf | $265,000 | – | 5,283 | +100.0% | 0.16% | – |
| AMLP | Sell | ALPS ETF TRalerian mlp | $262,000 | -63.6% | 21,901 | -61.3% | 0.16% | -67.7% |
| BSJO | Sell | CLAYMORE EXCHANGE TRD FD TRguggenhem 2024 | $249,000 | -55.7% | 9,718 | -56.0% | 0.15% | -60.7% |
| VER | New | VEREIT INC | $244,000 | – | 30,000 | +100.0% | 0.14% | – |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $232,000 | -84.0% | 2,936 | -85.0% | 0.14% | -85.8% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $214,000 | -32.1% | 2,219 | -32.9% | 0.13% | -39.8% |
| BIZD | Sell | VANECK VECTORS ETF TR | $214,000 | -71.5% | 11,652 | -70.0% | 0.13% | -74.8% |
| AGG | Sell | ISHARES TRcore us aggbd et | $211,000 | -39.9% | 1,926 | -40.6% | 0.13% | -46.4% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $210,000 | -80.7% | 660 | -81.1% | 0.12% | -82.9% |
| V | Sell | VISA INC | $203,000 | -6.0% | 2,171 | -10.4% | 0.12% | -16.6% |
| BA | New | BOEING COMPANY | $202,000 | – | 1,022 | +100.0% | 0.12% | – |
| VMBS | Sell | VANGUARD SCOTTSDALE FDSmortg-back sec | $120,000 | -78.4% | 2,276 | -78.5% | 0.07% | -81.0% |
| VIOV | New | VANGUARD ADMIRAL FDS INCsmlcp 600 val | $48,000 | – | 393 | +100.0% | 0.03% | – |
| GLD | New | SPDR GOLD TRUST | $10,000 | – | 82 | +100.0% | 0.01% | – |
| OKE | Exit | ONEOK INC | $0 | – | -3,669 | -100.0% | -0.14% | – |
| NTES | Exit | NETEASE INCsponsored adr | $0 | – | -721 | -100.0% | -0.14% | – |
| CNP | Exit | CENTERPOINT ENERGY INC | $0 | – | -7,418 | -100.0% | -0.14% | – |
| STX | Exit | SEAGATE TECHNOLOGY PLC | $0 | – | -4,490 | -100.0% | -0.14% | – |
| WDC | Exit | WESTERN DIGITAL CORP | $0 | – | -2,595 | -100.0% | -0.14% | – |
| TGTX | Exit | TG THERAPEUTICS INC | $0 | – | -20,659 | -100.0% | -0.16% | – |
| RWR | Exit | SPDR SER TRdj reit etf | $0 | – | -2,637 | -100.0% | -0.16% | – |
| AGN | Exit | ALLERGAN PLC | $0 | – | -1,030 | -100.0% | -0.16% | – |
| FLN | Exit | FIRST TR EXCH TRD ALPHA FD Ilatin amer alp | $0 | – | -12,154 | -100.0% | -0.17% | – |
| HYLS | Exit | FIRST TR EXCHANGE TRADED FDfirst tr ta hiyl | $0 | – | -5,256 | -100.0% | -0.17% | – |
| BKF | Exit | ISHARES TRmsci bric indx | $0 | – | -7,257 | -100.0% | -0.18% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -3,024 | -100.0% | -0.18% | – |
| AMD | Exit | ADVANCED MICRO DEVICES | $0 | – | -18,343 | -100.0% | -0.18% | – |
| WIX | Exit | WIX COM LTD | $0 | – | -4,095 | -100.0% | -0.19% | – |
| EXEL | Exit | EXELIXIS INC | $0 | – | -13,345 | -100.0% | -0.19% | – |
| DWAS | Exit | POWERSHARES ETF TRUST IIdwa sc momnt ptf | $0 | – | -7,387 | -100.0% | -0.20% | – |
| XLK | Exit | SELECT SECTOR SPDR TRtechnology | $0 | – | -5,931 | -100.0% | -0.21% | – |
| MU | Exit | MICRON TECHNOLOGY | $0 | – | -12,831 | -100.0% | -0.25% | – |
| IYH | Exit | ISHARES TRus hlthcare etf | $0 | – | -2,813 | -100.0% | -0.29% | – |
| FEM | Exit | FIRST TR EXCH TRD ALPHA FD Iemerg mkt alph | $0 | – | -22,971 | -100.0% | -0.35% | – |
| ALG | Exit | ALAMO GROUP INC | $0 | – | -7,400 | -100.0% | -0.38% | – |
| DBO | Exit | POWERSHS DB MULTI SECT COMMdb oil fund | $0 | – | -68,820 | -100.0% | -0.41% | – |
| PFF | Exit | ISHARES TRus pfd stk etf | $0 | – | -16,579 | -100.0% | -0.43% | – |
| CEQP | Exit | CRESTWOOD EQUITY PARTNERSunit ltd partner | $0 | – | -28,621 | -100.0% | -0.50% | – |
| QUAL | Exit | ISHARES TRusa quality fctr | $0 | – | -10,948 | -100.0% | -0.53% | – |
| NRZ | Exit | NEW RESIDENTIAL INVT CORP | $0 | – | -47,072 | -100.0% | -0.54% | – |
| QQEW | Exit | FIRST TR NAS100 EQ WEIGHTED | $0 | – | -15,574 | -100.0% | -0.54% | – |
| VRP | Exit | POWERSHARES ETF TR IIvar rate pfd por | $0 | – | -32,109 | -100.0% | -0.55% | – |
| XLF | Exit | SELECT SECTOR SPDR TRsbi int-finl | $0 | – | -34,746 | -100.0% | -0.55% | – |
| REGL | Exit | PROSHARES TRmdcp 400 divid | $0 | – | -17,930 | -100.0% | -0.62% | – |
| RBSPRHCL | Exit | ROYAL BK SCOTLAND GROUP PLCspon adr ser h | $0 | – | -39,397 | -100.0% | -0.68% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-08-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT INC | 28 | Q3 2023 | 6.3% |
| AMAZON COM INC | 28 | Q3 2023 | 7.1% |
| APPLE INC | 28 | Q3 2023 | 6.8% |
| ISHARES TR | 28 | Q3 2023 | 6.1% |
| META PLATFORMS INC | 28 | Q3 2023 | 4.7% |
| ISHARES TR | 28 | Q3 2023 | 3.7% |
| ISHARES TR | 28 | Q3 2023 | 2.8% |
| ISHARES TR | 28 | Q3 2023 | 2.1% |
| VANGUARD INDEX FDS | 28 | Q3 2023 | 1.6% |
| VANGUARD WORLD FDS | 28 | Q3 2023 | 0.7% |
View Private Advisory Group LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-01-27 |
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.