Private Advisory Group LLC Q4 2025 Filing

Filed January 15, 2026

Portfolio Value

$1.3B

Holdings

250

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (250 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
157,987$76.4M5.99%
2
NVDANVIDIA CORPORATION
375,954$70.1M5.49%
3
AAPLAPPLE INC
231,936$63.1M4.94%
4
AMZNAMAZON COM INC
198,144$45.7M3.58%
5
NDQINVESCO QQQ TR
70,034$43.0M3.37%
6
GOOGALPHABET INC
121,990$38.3M3.00%
7
METAMETA PLATFORMS INC
48,646$32.1M2.52%
8
AVGOBROADCOM INC
78,300$27.1M2.12%
9
EUSAISHARES INC
213,680$22.1M1.73%
10
TSLATESLA INC
48,939$22.0M1.72%
11
EWYISHARES INC
225,139$21.9M1.72%
12
MUMICRON TECHNOLOGY INC
74,540$21.3M1.67%
13
COSTCOSTCO WHSL CORP NEW
24,046$20.7M1.62%
14
NFLXNETFLIX INC
204,269$19.2M1.50%
15
SGOVISHARES TR
186,119$18.7M1.46%
16
BRK/BBERKSHIRE HATHAWAY INC DEL
35,904$18.0M1.41%
17
LLYELI LILLY & CO
16,342$17.6M1.38%
18
ASMLASML HOLDING N V
16,322$17.5M1.37%
19
XOMEXXON MOBIL CORP
137,487$16.5M1.30%
20
NETCLOUDFLARE INC
83,886$16.5M1.30%
21
TSMTAIWAN SEMICONDUCTOR MFG LTD
52,434$15.9M1.25%
22
FDMFIRST TR EXCHANGE-TRADED FD
191,000$15.2M1.19%
23
CEGCONSTELLATION ENERGY CORP
42,236$14.9M1.17%
24
VYMVANGUARD WHITEHALL FDS
100,807$14.5M1.13%
25
JPMJPMORGAN CHASE & CO.
43,966$14.2M1.11%
26
INTCINTEL CORP
381,630$14.1M1.10%
27
AMDADVANCED MICRO DEVICES INC
64,357$13.8M1.08%
28
RKTROCKET COS INC
695,612$13.5M1.06%
29
HALHALLIBURTON CO
474,973$13.4M1.05%
30
AXPAMERICAN EXPRESS CO
36,227$13.4M1.05%
31
SPYSPDR S&P 500 ETF TR
19,172$13.1M1.02%
32
VRTVERTIV HOLDINGS CO
77,475$12.6M0.98%
33
BOXXEA SERIES TRUST
107,150$12.3M0.97%
34
IJHISHARES TR
182,907$12.1M0.95%
35
NVONOVO-NORDISK A S
233,014$11.9M0.93%
36
ALKALASKA AIR GROUP INC
226,465$11.4M0.89%
37
GSGOLDMAN SACHS GROUP INC
12,762$11.2M0.88%
38
POWLPOWELL INDS INC
35,095$11.2M0.88%
39
GBILGOLDMAN SACHS ETF TR
111,027$11.1M0.87%
40
ANETARISTA NETWORKS INC
81,680$10.7M0.84%
41
ZZILLOW GROUP INC
153,088$10.4M0.82%
42
BACVERIZON COMMUNICATIONS INC
255,237$10.4M0.81%
43
JBSJBS N.V.
711,525$10.3M0.80%
44
DYHTARGET CORP
101,582$9.9M0.78%
45
ZIONZIONS BANCORPORATION N A
168,668$9.9M0.77%
46
MPMP MATERIALS CORP
192,045$9.7M0.76%
47
XLKSELECT SECTOR SPDR TR
65,564$9.4M0.74%
48
IVVISHARES TR
13,725$9.4M0.74%
49
FTNTFORTINET INC
117,344$9.3M0.73%
50
HQYHEALTHEQUITY INC
101,382$9.3M0.73%
51
FISVFISERV INC
138,206$9.3M0.73%
52
BABOEING CO
41,647$9.0M0.71%
53
FQIDIGITAL RLTY TR INC
55,402$8.6M0.67%
54
SPSMSPDR SERIES TRUST
174,227$8.2M0.64%
55
GNRCGENERAC HLDGS INC
58,781$8.0M0.63%
56
GOOGLALPHABET INC
24,717$7.7M0.61%
57
BACBANK AMERICA CORP
137,063$7.5M0.59%
58
AQLTISHARES TR
151,112$7.2M0.57%
59
HIMSHIMS & HERS HEALTH INC
205,100$6.7M0.52%Call
60
BILZPIMCO ETF TR
64,025$6.5M0.51%
61
GVIPGOLDMAN SACHS ETF TR
38,258$5.9M0.46%
62
XSHQINVESCO EXCH TRADED FD TR II
127,710$5.4M0.42%
63
KNGFIRST TR EXCHANGE-TRADED FD
107,143$5.3M0.41%
64
HWMHOWMET AEROSPACE INC
24,537$5.0M0.39%
65
XLCSELECT SECTOR SPDR TR
40,733$4.8M0.38%
66
VIGVANGUARD SPECIALIZED FUNDS
21,532$4.7M0.37%
67
IWMISHARES TR
18,352$4.5M0.35%
68
IVWISHARES TR
36,102$4.4M0.35%
69
IJRISHARES TR
37,013$4.4M0.35%
70
RSSTTIDAL TRUST II
155,050$4.4M0.34%
71
MLPAGLOBAL X FDS
83,140$4.0M0.32%
72
CERYSPDR SERIES TRUST
140,035$4.0M0.31%
73
BILSPDR SERIES TRUST
41,350$3.8M0.30%
74
FCVTFIRST TR EXCHANGE-TRADED FD
86,666$3.7M0.29%
75
WBDWARNER BROS DISCOVERY INC
119,305$3.4M0.27%
76
VOOVANGUARD INDEX FDS
5,450$3.4M0.27%
77
XFEBFIRST TR EXCH TRADED FD III
175,316$3.2M0.25%
78
RSSYTIDAL TRUST II
166,293$3.2M0.25%
79
HYLSFIRST TR EXCHANGE-TRADED FD
75,947$3.2M0.25%
80
FTSLFIRST TR EXCHANGE-TRADED FD
68,851$3.2M0.25%
81
TIPISHARES TR
27,890$3.1M0.24%
82
LRCXLAM RESEARCH CORP
17,746$3.0M0.24%
83
SHYISHARES TR
36,102$3.0M0.23%
84
ALBALBEMARLE CORP
18,171$2.6M0.20%
85
HYGISHARES TR
31,676$2.6M0.20%
86
VTIVANGUARD INDEX FDS
7,448$2.5M0.20%
87
STXSEAGATE TECHNOLOGY HLDNGS PL
9,055$2.5M0.20%
88
AXILAXIL BRANDS INC
334,756$2.3M0.18%
89
LQDISHARES TR
20,928$2.3M0.18%
90
EMBISHARES TR
23,746$2.3M0.18%
91
SHVISHARES TR
20,397$2.2M0.18%
92
CWBSPDR SERIES TRUST
23,676$2.1M0.17%
93
RSPINVESCO EXCHANGE TRADED FD T
10,989$2.1M0.16%
94
FTHYFIRST TR HIGH YIELD OPPRT 20
140,817$2.0M0.16%
95
GEGE AEROSPACE
6,433$2.0M0.16%
96
EEMISHARES TR
34,329$1.9M0.15%
97
FOXAFOX CORP
23,013$1.7M0.13%
98
RCLROYAL CARIBBEAN GROUP
6,006$1.7M0.13%
99
APPAPPLOVIN CORP
2,421$1.6M0.13%
100
TERTERADYNE INC
8,240$1.6M0.12%
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