Fund HoldingsPrivate Advisory Group LLC

Total Portfolio Value
$768.30M
Total Bought
$184.02M
Total Sold
$123.87M
Net Transaction
+$60.16M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
NVIDIA CORPORATION(NVDA)26,400426,494+400,09423,85452,6896.86%+28,835
APPLE INC(AAPL)204,342218,582+14,24035,04146,0385.99%+10,997
SPDR SER TR
SP O&G EXPL PRO
065,795+65,79509,5711.25%+9,571
INVESCO QQQ TR36,58149,872+13,29116,24223,8943.11%+7,652
HUMANA INC(HUM)019,519+19,51907,2930.95%+7,293
MICROSOFT CORP(MSFT)104,566113,887+9,32143,99350,9026.63%+6,909
SPDR S&P 500 ETF TR(SPY)(Put)012,000+12,00006,531+6,531
STMICROELECTRONICS N V(STM)0135,964+135,96405,3410.70%+5,341
INVESCO EXCH TRADED FD TR II
S&P MDCP 400 REV
048,484+48,48405,3230.69%+5,323
ALPHABET INC(GOOG)169,233169,416+18325,76731,0744.04%+5,307
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
86,202115,273+29,07114,60018,9372.46%+4,337
SELECT SECTOR SPDR TR
ST STR TECHN ETF
042,125+42,12509,5301.24%+9,530
WISDOMTREE TR(WT)10,55692,421+81,8655314,6500.61%+4,119
MICRON TECHNOLOGY INC(MU)50,99173,075+22,0846,0119,6121.25%+3,600
SAP SE(SAP)017,834+17,83403,5970.47%+3,597
NOVO-NORDISK A S(NVO)029,142+29,14204,1600.54%+4,160
ELI LILLY & CO(LLY)19,25120,354+1,10314,97618,4282.40%+3,452
COSTCO WHSL CORP NEW(COST)27,83027,830020,38923,6553.08%+3,266
NRG ENERGY INC(NRG)040,350+40,35003,1420.41%+3,142
TESLA INC(TSLA)060,429+60,429011,9581.56%+11,958
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
046,146+46,14602,7500.36%+2,750
SPDR SER TR
ST LONG BD ETF
0120,593+120,59302,7190.35%+2,719
FIRST TR EXCHANGE-TRADED FD
DORSY WRGH VLU
0127,732+127,73203,5820.47%+3,582
FIRST TR EXCH TRADED FD III
MUNI HI INCM ETF
052,694+52,69402,5460.33%+2,546
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
052,750+52,75002,4110.31%+2,411
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
038,779+38,77901,9570.25%+1,957
VANGUARD WHITEHALL FDS94,245112,040+17,79511,40313,2881.73%+1,885
TIDAL TR II
RETURN STCKD US
066,567+66,56701,6320.21%+1,632
WESTERN DIGITAL CORP.(WDC)020,909+20,90901,5840.21%+1,584
ISHARES TR
FLTG RATE NT ETF
096,926+96,92604,9520.64%+4,952
FIRST TR EXCHANGE-TRADED FD
WTR ETF
013,800+13,80001,3800.18%+1,380
NETFLIX INC(NFLX)24,35723,849-50814,79316,0952.09%+1,302
FIRST TR EXCHANGE TRADED FD
FINLS ALPHADEX
027,440+27,44001,2700.17%+1,270
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
022,180+22,18001,2140.16%+1,214
CONSTELLATION ENERGY CORP(CEG)4,83310,445+5,6128932,0920.27%+1,198
VANGUARD INDEX FDS29,62135,494+5,8737,4018,5931.12%+1,192
DECKERS OUTDOOR CORP(DECK)9452,060+1,1158891,9940.26%+1,104
ASML HOLDING N V
N Y REGISTRY SHS
6,1556,872+7175,9737,0280.91%+1,055
PURE STORAGE INC(P)016,203+16,20301,0400.14%+1,040
FIRST TR EXCHANGE-TRADED ALP
MID CAP VAL FD
020,028+20,02801,0220.13%+1,022
META PLATFORMS INC(META)64,83164,440-39131,48132,4924.23%+1,011
HOWMET AEROSPACE INC(HWM)012,951+12,95101,0050.13%+1,005
CHIPOTLE MEXICAN GRILL INC(CMG)015,700+15,70009840.13%+984
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
033,844+33,84409790.13%+979
FIRST TR EXCHANGE TRADED FD
INDLS PROD DUR
020,279+20,27901,3800.18%+1,380
ISHARES TR
MSCI INDIA ETF
85,96395,277+9,3144,4355,3150.69%+880
GE AEROSPACE(GE)16,58523,751+7,1662,9113,7760.49%+865
QUANTA SVCS INC03,337+3,33708480.11%+848
ONEOK INC NEW(OKE)010,263+10,26308370.11%+837
ONTO INNOVATION INC(ONTO)03,775+3,77508290.11%+829
NU HLDGS LTD(NU)064,243+64,24308280.11%+828
DAVITA INC(DVA)05,942+5,94208230.11%+823
STEEL DYNAMICS INC(STLD)05,742+5,74207440.10%+744
EATON CORP PLC(ETN)02,333+2,33307310.10%+731
MCKESSON CORP(MCK)01,593+1,59309300.12%+930
ANALOG DEVICES INC(ADI)07,546+7,54601,7220.22%+1,722
VERTIV HOLDINGS CO(VRT)53,71858,280+4,5624,3875,0450.66%+658
EMCOR GROUP INC(EME)01,728+1,72806310.08%+631
TENET HEALTHCARE CORP(THC)04,518+4,51806010.08%+601
ISHARES TR14,52415,049+5257,6368,2351.07%+600
PROCTER AND GAMBLE CO(PG)26,79929,932+3,1334,3484,9360.64%+588
VERIZON COMMUNICATIONS INC(VZ)124,517140,896+16,3795,2255,8110.76%+586
ISHARES INC
MSCI EMRG CHN
77,42684,849+7,4234,4575,0230.65%+566
WEAVE COMMUNICATIONS INC(Call)047,500+47,5000428+428
SPDR SER TR
ST STR SP RETAIL
05,331+5,33104000.05%+400
FIRST TR EXCHANGE-TRADED FD
NASDQ SEMCNDTR
03,766+3,76603760.05%+376
FIRST TR EXCHANGE-TRADED FD
NO AMER ENERGY
91,374100,301+8,9272,6983,0550.40%+357
SPDR SER TR
ST STR SP REGBNK
042,436+42,43602,0840.27%+2,084
TOTALENERGIES SE(TTE)87,37795,449+8,0726,0146,3650.83%+350
INVESCO EXCHANGE TRADED FD T
DORSEY WRGT TECH
05,613+5,61303480.05%+348
ISHARES TR
CORE MSCI EURO
0107,193+107,19306,1050.79%+6,105
VANGUARD ADMIRAL FDS INC43,47548,330+4,8554,4134,7460.62%+334
FIRST TR EXCH TRADED FD III
EME MRK BD ETF
89,850104,300+14,4502,5312,8340.37%+303
ISHARES TR041,226+41,22603,8150.50%+3,815
TAIWAN SEMICONDUCTOR MFG LTD(TSM)59,09747,772-11,3258,0408,3031.08%+263
T-MOBILE US INC(TMUS)03,434+3,43406050.08%+605
QUALCOMM INC(QCOM)04,604+4,60409170.12%+917
ISHARES SILVER TR(SLV)09,301+9,30102470.03%+247
FIRST TR EXCHANGE-TRADED FD
RBA INDL ETF
03,541+3,54102420.03%+242
EXXON MOBIL CORP01,811+1,81102080.03%+208
ISHARES INC017,516+17,51602010.03%+201
PROSHARES TR
K-1 FREE CRD OIL
113,919116,532+2,6135,4385,6320.73%+193
MASTERCARD INCORPORATED(MA)7,7828,883+1,1013,7483,9190.51%+171
JPMORGAN CHASE & CO.(JPM)01,815+1,81503670.05%+367
FIRST TR EXCHANGE-TRADED FD
FIRST TR TA HIYL
58,72663,315+4,5892,4212,5720.33%+151
DELL TECHNOLOGIES INC(DELL)07,503+7,50301,0350.13%+1,035
FIRST TR EXCHANGE-TRADED FD40,08742,423+2,3363,4333,5650.46%+132
APPLIED MATLS INC1,4701,837+3673034340.06%+130
BANK AMERICA CORP0232,396+232,39609,2421.20%+9,242
SCHWAB CHARLES CORP(SCHW)79,06579,303+2385,7205,8440.76%+124
BROADCOM INC(AVGO)2,9142,479-4353,8623,9810.52%+118
FTAI AVIATION LTD(FTAI)010,546+10,54601,0890.14%+1,089
ISHARES TR45,84448,475+2,6315,0675,1700.67%+104
INVESCO EXCH TRD SLF IDX FD
BULETSHS 2027
022,903+22,90305060.07%+506
INVESCO EXCH TRADED FD TR II09,455+9,45506140.08%+614
VANGUARD INDEX FDS08,878+8,87804,4400.58%+4,440
INVESCO EXCH TRD SLF IDX FD022,550+22,55005120.07%+512
VANGUARD INDEX FDS02,442+2,44209130.12%+913
ISHARES TR14,48816,012+1,5241,7561,8250.24%+70
INVESCO EXCH TRD SLF IDX FD022,409+22,40905130.07%+513
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