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
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.
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.
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 VABK

Export CSV

Shares Held

Position Value (USD)

16 of 16 shown
Report Date Value (USD) Shares
2025-12-31 $54,076 1,357
2025-09-30 $5,239 135
2025-06-30 $4,995 135
2025-03-31 $4,870 135
2024-06-30 $11,053 337
2024-03-31 $31,815 1,057
2023-12-31 $36,339 1,057
2023-09-30 $32,079 1,057
2023-06-30 $33,982 1,057
2023-03-31 $38,009 1,057
2022-12-31 $38,749 1,057
2022-09-30 $34,289 1,057
2022-06-30 $33,284 1,057
2021-12-31 $40,039 1,057
2021-09-30 $38,199 1,057
2021-06-30 $41,106 1,057