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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 3 of 5  ·  99 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BAC BANK AMERICA CORP Financial Services 137,063.0 $7.5M 0.59% +6K +4.8% $55.00 -4.9%
42 BILZ PIMCO ETF TR 64,025.0 $6.5M 0.51% +5K +9.2% $100.77 +0.1%
43 GVIP GOLDMAN SACHS ETF TR 38,258.0 $5.9M 0.46% +3K +8.3% $154.90 +14.8%
44 XSHQ INVESCO EXCH TRADED FD TR II 127,710.0 $5.4M 0.42% +9K +7.3% $42.09 +9.7%
45 KNG FIRST TR EXCHANGE-TRADED FD 107,143.0 $5.3M 0.41% +16K +17.5% $49.15 -1.0%
46 HWM HOWMET AEROSPACE INC Industrials 24,537.0 $5.0M 0.39% +953.0 +4.0% $205.02 +27.2%
47 XLC SELECT SECTOR SPDR TR 40,733.0 $4.8M 0.38% +2K +4.9% $117.72 -2.1%
48 VIG VANGUARD SPECIALIZED FUNDS 21,532.0 $4.7M 0.37% +7K +44.2% $219.78 +6.4%
49 IWM ISHARES TR 18,352.0 $4.5M 0.35% +2K +13.2% $246.16 +17.9%
50 RSST TIDAL TRUST II 155,050.0 $4.4M 0.34% +22K +16.2% $28.35 +19.9%
51 MLPA GLOBAL X FDS 83,140.0 $4.0M 0.32% +16K +23.7% $48.41 +14.2%
52 CERY SPDR SERIES TRUST 140,035.0 $4.0M 0.31% +15K +12.2% $28.55 +29.7%
53 FPE FIRST TR EXCH TRADED FD III 175,316.0 $3.2M 0.25% +7K +3.9% $18.22 -1.4%
54 TIDAL TRUST II 166,293.0 $3.2M 0.25% +31K +22.8% $19.20
55 HYLS FIRST TR EXCHANGE-TRADED FD 75,947.0 $3.2M 0.25% +4K +5.1% $41.86 -2.4%
56 FTSL FIRST TR EXCHANGE-TRADED FD 68,851.0 $3.2M 0.25% +4K +5.7% $45.88 -2.1%
57 TIP ISHARES TR 27,890.0 $3.1M 0.24% +3K +11.8% $109.91 +0.7%
58 LRCX LAM RESEARCH CORP Technology 17,746.0 $3.0M 0.24% +16K +837.0% $171.18 +86.2%
59 SHY ISHARES TR 36,102.0 $3.0M 0.23% +2K +7.3% $82.82 -0.8%
60 HYG ISHARES TR 31,676.0 $2.6M 0.20% +2K +7.8% $80.63 -0.7%
Page 3 of 5  ·  99 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%