Fund HoldingsPrivate Advisory Group LLC

Total Portfolio Value
$701.01M
Total Bought
$210.79M
Total Sold
$114.33M
Net Transaction
+$96.46M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
SUPER MICRO COMPUTER INC(SMCI)010,889+10,889010,9981.57%+10,998
NVIDIA CORPORATION(NVDA)27,89126,400-1,49113,81223,8543.40%+10,042
BERKSHIRE HATHAWAY INC DEL022,731+22,73109,5591.36%+9,559
APPLE INC(AAPL)135,199204,342+69,14326,03035,0415.00%+9,011
META PLATFORMS INC(META)64,52964,831+30222,84131,4814.49%+8,640
MICROSOFT CORP(MSFT)94,743104,566+9,82335,62743,9936.28%+8,366
AMAZON COM INC(AMZN)187,318199,423+12,10528,46135,9725.13%+7,511
MICRON TECHNOLOGY INC(MU)050,991+50,99106,0110.86%+6,011
BRISTOL-MYERS SQUIBB CO(BMY)0107,730+107,73005,8420.83%+5,842
FIRST TR EXCHANGE-TRADED FD
FT VEST S&P 500
0104,932+104,93205,6360.80%+5,636
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
62,50986,202+23,6939,86414,6002.08%+4,736
ISHARES TR
MSCI USA MMENTM
5,25429,289+24,0358245,4870.78%+4,663
ELI LILLY & CO(LLY)17,69419,251+1,55710,31414,9762.14%+4,662
NORTHROP GRUMMAN CORP(NOC)011,765+11,76505,6310.80%+5,631
INTERNATIONAL BUSINESS MACHS(IBM)7,27629,670+22,3941,1905,6660.81%+4,476
VERTIV HOLDINGS CO(VRT)053,718+53,71804,3870.63%+4,387
ALPHABET INC(GOOG)152,781169,233+16,45221,53125,7673.68%+4,236
COSTCO WHSL CORP NEW(COST)24,99827,830+2,83216,50120,3892.91%+3,889
MASTERCARD INCORPORATED(MA)07,782+7,78203,7480.53%+3,748
VERIZON COMMUNICATIONS INC(VZ)0124,517+124,51705,2250.75%+5,225
ADVANCED MICRO DEVICES INC(AMD)84,34088,442+4,10212,43315,9632.28%+3,530
INTEL CORP(INTC)43,354128,773+85,4192,1795,6880.81%+3,509
VANGUARD WHITEHALL FDS094,245+94,245011,4031.63%+11,403
ISHARES TR27,48767,899+40,4122,2555,5530.79%+3,298
INVESCO EXCHANGE TRADED FD T
DORS WRI MOM ETF
24,17453,525+29,3512,0675,2870.75%+3,221
GSK PLC(GSK)0109,838+109,83804,7090.67%+4,709
TAIWAN SEMICONDUCTOR MFG LTD(TSM)48,71159,097+10,3865,0668,0401.15%+2,974
JOHNSON & JOHNSON(JNJ)019,763+19,76303,1260.45%+3,126
ISHARES TR014,524+14,52407,6361.09%+7,636
ISHARES TR
MSCI INDIA ETF
36,11485,963+49,8491,7634,4350.63%+2,672
FIRST TR EXCH TRADED FD III
EME MRK BD ETF
089,850+89,85002,5310.36%+2,531
FIRST TR EXCHANGE-TRADED FD
SSI STRG ETF
074,186+74,18602,5290.36%+2,529
FIRST TR EXCHNG TRADED FD VI
SMIT UNCO BD ETF
0102,155+102,15502,5130.36%+2,513
FIRST TR EXCHANGE-TRADED FD040,087+40,08703,4330.49%+3,433
UBER TECHNOLOGIES INC(UBER)037,115+37,11502,8580.41%+2,858
PROCTER AND GAMBLE CO(PG)026,799+26,79904,3480.62%+4,348
NETFLIX INC(NFLX)26,31924,357-1,96212,81414,7932.11%+1,979
INVESCO QQQ TR34,89036,581+1,69114,28816,2422.32%+1,954
VANGUARD INDEX FDS24,17029,621+5,4515,6237,4011.06%+1,778
ASML HOLDING N V
N Y REGISTRY SHS
5,6856,155+4704,3035,9730.85%+1,670
TOYOTA MOTOR CORP(TM)030,127+30,12707,5821.08%+7,582
VANGUARD WORLD FD
HEALTH CAR ETF
7,80413,079+5,2751,9563,5380.50%+1,582
LENNAR CORP(LEN)54,97456,425+1,4518,1939,7041.38%+1,511
FIRST TR EXCHANGE-TRADED FD
NO AMER ENERGY
091,374+91,37402,6980.38%+2,698
ISHARES TR
TRS FLT RT BD
041,581+41,58102,1080.30%+2,108
KB HOME(KBH)110,890114,086+3,1966,9268,0861.15%+1,160
BROADCOM INC(AVGO)2,4612,914+4532,7473,8620.55%+1,115
FIRST TR NASDAQ 100 TECH IND2,3717,906+5,5354161,5080.22%+1,091
CROWDSTRIKE HLDGS INC(CRWD)03,389+3,38901,0860.15%+1,086
MAKEMYTRIP LIMITED MAURITIUS
SHS
014,340+14,34001,0190.15%+1,019
LAM RESEARCH CORP(LRCX)01,004+1,00409760.14%+976
SOCIEDAD QUIMICA Y MINERA DE(SQM)34,98662,625+27,6392,1073,0790.44%+972
TOPBUILD CORP02,180+2,18009610.14%+961
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
032,924+32,92409210.13%+921
DECKERS OUTDOOR CORP(DECK)0945+94508890.13%+889
ISHARES TR38,74045,844+7,1044,1945,0670.72%+873
WORTHINGTON ENTERPRISES INC(WOR)014,004+14,00408710.12%+871
API GROUP CORP(APG)020,930+20,93008220.12%+822
DEUTSCHE BANK A G
NAMEN AKT
378,501376,953-1,5485,1295,9450.85%+816
PVH CORPORATION(PVH)05,768+5,76808110.12%+811
FIRST TR EXCHANGE-TRADED FD
DORSEY WRT 5 ETF
030,691+30,69101,7560.25%+1,756
QUANTUMSCAPE CORP(QS)0532,227+532,22703,3480.48%+3,348
E L F BEAUTY INC(ELF)04,047+4,04707930.11%+793
UNITED RENTALS INC(URI)01,027+1,02707410.11%+741
ARISTA NETWORKS INC4,2465,969+1,7231,0001,7310.25%+731
BUILDERS FIRSTSOURCE INC(BLDR)03,470+3,47007240.10%+724
TRANE TECHNOLOGIES PLC(TT)02,383+2,38307150.10%+715
INVESCO EXCHANGE TRADED FD T
S&P500 EQL IND
61,94270,550+8,6082,6703,3660.48%+696
MONOLITHIC PWR SYS INC(MPWR)0998+99806760.10%+676
STARBUCKS CORP(SBUX)010,192+10,19209310.13%+931
TOTALENERGIES SE(TTE)79,68987,377+7,6885,3696,0140.86%+645
FIRST TR EXCHANGE-TRADED FD
FIRST TR TA HIYL
43,05858,726+15,6681,7902,4210.35%+631
INVESCO EXCHANGE TRADED FD T
AI AND NEXT GEN
012,634+12,63405720.08%+572
ISHARES INC
MSCI EMRG CHN
70,16477,426+7,2623,8884,4570.64%+570
ALPHABET INC(GOOG)017,880+17,88002,6990.38%+2,699
RALPH LAUREN CORP(RL)02,940+2,94005520.08%+552
GRAYSCALE BITCOIN TR BTC(GBTC)08,722+8,72205510.08%+551
ENI S P A(E)154,567182,688+28,1215,2575,7950.83%+538
INVESCO EXCH TRADED FD TR II
S&P 500 REVENUE
44,54546,293+1,7483,8014,3390.62%+538
D R HORTON INC(DHI)36,10236,588+4865,4876,0210.86%+534
WISDOMTREE TR(WT)010,556+10,55605310.08%+531
FIRST TR EXCH TRD ALPHDX FD
INDIA NFTY50 EQW
09,009+9,00905130.07%+513
GENERAL ELECTRIC CO(GE)18,81116,585-2,2262,4012,9110.42%+510
ISHARES TR11,00314,488+3,4851,2771,7560.25%+479
WILLIAMS SONOMA INC(WSM)3,8203,874+547711,2300.18%+459
INVESCO EXCH TRADED FD TR II03,615+3,61504590.07%+459
INVESCO EXCH TRD SLF IDX FD
INVSCO 28 HYCORP
020,947+20,94704540.06%+454
CATALENT INC07,921+7,92104470.06%+447
CONSTELLATION ENERGY CORP(CEG)4,1144,833+7194818930.13%+413
VANGUARD ADMIRAL FDS INC40,59843,475+2,8774,0274,4130.63%+386
VISTRA CORP(VST)20,53316,711-3,8227911,1640.17%+373
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S
010,188+10,18803690.05%+369
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S
09,949+9,94903510.05%+351
INVESCO EXCH TRADED FD TR II03,943+3,94303460.05%+346
SCHWAB CHARLES CORP(SCHW)78,20279,065+8635,3805,7200.82%+339
PROSHARES TR
K-1 FREE CRD OIL
121,534113,919-7,6155,1175,4380.78%+322
ABBVIE INC(ABBV)01,704+1,70403100.04%+310
VANGUARD INDEX FDS01,184+1,18403080.04%+308
APPLIED MATLS INC01,470+1,47003030.04%+303
FIRST TR EXCHNG TRADED FD VI
FT VEST NAS
010,822+10,82202690.04%+269
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