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PRIVATE ADVISORY GROUP LLC 13F portfolio summary

PRIVATE ADVISORY GROUP LLC of PRIVATE ADVISORY GROUP LLC has 271 current stock holdings with a reported portfolio value of $1.52B. The portfolio 1 year return is +22.81%. Top holdings include PDP (0.00%), QQQ (0.00%), FPE (0.00%), FKU (0.00%), SPY (0.00%).

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PRIVATE ADVISORY GROUP LLC

PRIVATE ADVISORY GROUP LLC
Latest filing: 2026-03-31

PRIVATE ADVISORY GROUP LLC runs PRIVATE ADVISORY GROUP LLC and currently holds 271 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $1.52B. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. PRIVATE ADVISORY GROUP LLC ranks #503 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, PRIVATE ADVISORY GROUP LLC's portfolio at PRIVATE ADVISORY GROUP LLC has delivered returns of +22.81%. Their 3-year annualized return is +68.72%. Looking at the 5-year horizon, PRIVATE ADVISORY GROUP LLC has achieved +76.23% annualized returns at PRIVATE ADVISORY GROUP LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+22.81%
#549/1000
3 Year
+68.72%
#502/1000
5 Year
+76.23%
#439/1000

Portfolio Value

$1.52B

Alpha Score

55.4

#503 of 1000

Holdings

271

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change