Advisor Group Holdings, Inc.

CIK
0001677044
City
PHOENIX
State / Country
AZ

Top Portfolio Positions

3,866 positions · $10,282,908,885 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
NVDA
Nvidia Corp
Technology
6,569,799 $1,225,267,513 11.92%
QQQ
Invesco Qqq Trust, Series 1
1,694,227 $1,040,780,587 10.12%
MSFT
Microsoft Corp
1,775,296 $858,568,651 8.35%
AMZN
Amazon Com Inc
2,826,364 $652,381,338 6.34%
GOOGL
Alphabet Inc.
1,228,615 $384,556,495 3.74%
PLTR
Palantir Technologies Inc.
Technology
1,437,334 $255,486,117 2.48%
COST
Costco Wholesale Corp /New
Consumer Defensive
189,139 $163,102,125 1.59%
V
Visa Inc.
Financial Services
397,801 $139,512,788 1.36%
AAPL
Apple Inc.
489,767 $133,148,056 1.29%
CAT
Caterpillar Inc
221,734 $127,024,756 1.24%

Portfolio Trend

24 quarters · across all stocks

Holdings in ONL

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Shares Held

Position Value (USD)

17 of 17 shown
Report Date Value (USD) Shares
2025-12-31 $14,332 6,342
2025-09-30 $21,643 8,016
2025-06-30 $15,123 7,100
2025-03-31 $481 225
2024-12-31 $111 30
2024-09-30 $4,388 1,097
2024-06-30 $28,454 7,926
2024-03-31 $13,720 3,909
2023-12-31 $31,013 5,422
2023-09-30 $125,863 24,158
2023-06-30 $99,050 14,985
2023-03-31 $69,974 10,444
2022-12-31 $158,220 18,527
2022-09-30 $185,867 21,242
2022-06-30 $218,926 19,975
2022-03-31 $241,486 17,249
2021-12-31 $373,717 20,017