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 WATT

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Shares Held

Position Value (USD)

2 of 2 shown
Report Date Value (USD) Shares
2025-12-31 $51 13
2025-09-30 $77 10