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Private Advisory Group LLC

CIK
1632965
City
REDMOND
State / Country
WA

Top Portfolio Positions

146 positions · $1,017,930,887 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in FTHY

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Shares Held

Position Value (USD)

24 quarters on record
Report Date Value (USD) Shares
2026-03-31 $1,900,667 140,478
2025-12-31 $1,981,294 140,817
2025-09-30 $2,101,063 145,001
2025-06-30 $2,153,353 145,007
2025-03-31 $2,102,936 145,532
2024-12-31 $2,107,303 145,532
2024-09-30 $2,201,804 145,622
2024-06-30 $2,093,899 146,222
2024-03-31 $2,132,625 146,673
2023-12-31 $2,164,791 155,405
2023-09-30 $2,195,828 164,852
2023-06-30 $2,359,606 171,983
2023-03-31 $2,417,201 173,152
2022-12-31 $2,342,176 173,752
2022-09-30 $2,422,296 179,829
2022-06-30 $3,025,044 208,193
2022-03-31 $3,960,896 227,507
2021-12-31 $10,534,882 521,013
2021-09-30 $10,581,421 514,911
2021-06-30 $9,137,105 455,716
2021-03-31 $9,082,208 457,542
2020-12-31 $9,112,504 448,450
2020-09-30 $9,037,164 448,450
2020-06-30 $9,108,099 450,450