Fund HoldingsPrivate Advisory Group LLC

Total Portfolio Value
$506.01M
Total Bought
$94.76M
Total Sold
$82.07M
Net Transaction
+$12.69M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
068,058+68,05809,6431.91%+9,643
LENNAR CORP(LEN)046,514+46,51405,2201.03%+5,220
ISHARES TR
MSCI USA MIN ETF
069,838+69,83805,0551.00%+5,055
ENI S P A(E)0145,130+145,13004,6330.92%+4,633
KB HOME(KBH)086,686+86,68604,0120.79%+4,012
INVESCO EXCH TRADED FD TR II
S&P MDCP 400 REV
037,239+37,23903,4940.69%+3,494
FIRST TR NAS100 EQ WEIGHTED50,20382,376+32,1735,3678,5661.69%+3,200
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
0102,325+102,32502,8890.57%+2,889
TOTALENERGIES SE(TTE)042,000+42,00002,7620.55%+2,762
SELECT SECTOR SPDR TR
ST STR INDL ETF
026,500+26,50002,6870.53%+2,687
SPDR SER TR
ST STR BLO 1 ETF
20,85848,964+28,1061,9154,4960.89%+2,581
RIO TINTO PLC(RIO)039,736+39,73602,5290.50%+2,529
ALPHABET INC(GOOG)144,345150,987+6,64217,46119,9083.93%+2,446
FIRST TR EXCHANGE-TRADED FD041,341+41,34103,0440.60%+3,044
TAIWAN SEMICONDUCTOR MFG LTD(TSM)17,53046,235+28,7051,7694,0180.79%+2,249
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
048,030+48,03002,1970.43%+2,197
D R HORTON INC(DHI)020,396+20,39602,1920.43%+2,192
INVESCO EXCH TRADED FD TR II028,781+28,78102,1620.43%+2,162
SPDR SER TR
SST SPDR BLOOMBE
079,210+79,21002,1490.42%+2,149
ISHARES TR
FLTG RATE NT ETF
77,476118,130+40,6543,9376,0121.19%+2,074
SCHWAB STRATEGIC TR22,64048,922+26,2821,6443,4620.68%+1,818
ELI LILLY & CO(LLY)15,80016,788+9887,4109,0181.78%+1,608
SELECT SECTOR SPDR TR
ST STR TECHN ETF
28,69138,916+10,2254,9886,3801.26%+1,391
META PLATFORMS INC(META)64,91966,307+1,38818,63019,9063.93%+1,276
TESLA INC(TSLA)42,32248,723+6,40111,07912,1912.41%+1,113
INVESCO EXCHANGE TRADED FD T
DORS WRI MOM ETF
013,369+13,36901,0290.20%+1,029
SELECT SECTOR SPDR TR
ST STR CARE ETF
21,69529,707+8,0122,8803,8240.76%+945
FIRST TR EXCHANGE-TRADED FD
FT VEST S&P 500
71,94195,500+23,5593,8024,7140.93%+912
TOYOTA MOTOR CORP(TM)32,10532,731+6265,1615,8831.16%+723
UBER TECHNOLOGIES INC(UBER)014,295+14,29506570.13%+657
FAIR ISAAC CORP(FICO)2,9553,493+5382,3913,0330.60%+642
UNILEVER PLC(UL)156,414177,896+21,4828,1548,7881.74%+634
ISHARES TR
MSCI POLAND ETF
035,013+35,01305990.12%+599
FIRST TR EXCHANGE-TRADED FD
DORSEY WRT 5 ETF
017,957+17,95707950.16%+795
SAIA INC(SAIA)01,488+1,48805930.12%+593
OLD DOMINION FREIGHT LINE IN(ODFL)01,256+1,25605140.10%+514
PULTE GROUP INC(PHM)06,845+6,84505070.10%+507
MONDELEZ INTL INC(MDLZ)39,13648,071+8,9352,8553,3360.66%+482
AMAZON COM INC(AMZN)179,565187,675+8,11023,40823,8574.71%+449
GSK PLC(GSK)35,97545,979+10,0041,2821,6670.33%+385
SYNOPSYS INC(SNPS)02,475+2,47501,1360.22%+1,136
ALPHABET INC(GOOG)14,93516,048+1,1131,7882,1000.42%+312
TOPBUILD CORP01,235+1,23503110.06%+311
ISHARES TR
TRS FLT RT BD
30,02635,788+5,7621,5211,8160.36%+294
WISDOMTREE TR(WT)017,380+17,38008750.17%+875
CHEVRON CORP NEW(CVX)01,547+1,54702610.05%+261
VANGUARD WHITEHALL FDS71,65476,054+4,4007,6007,8581.55%+257
HONDA MOTOR LTD(HMC)105,990103,019-2,9713,2133,4660.68%+253
BROADCOM INC(AVGO)1,8682,247+3791,6201,8670.37%+246
SPDR SER TR
ST STR SP HOME
03,156+3,15602420.05%+242
INVESCO EXCH TRADED FD TR II03,381+3,38102370.05%+237
MCDONALDS CORP(MCD)0871+87102290.05%+229
AXON ENTERPRISE INC(AXON)01,150+1,15002290.05%+229
SPDR SER TR
SP O&G EQP SERV
02,315+2,31502220.04%+222
FIRST TR EXCHANGE TRADED FD
CONSUMR DISCRE
014,778+14,77807540.15%+754
BLACKSTONE INC(BX)02,000+2,00002140.04%+214
VANGUARD ADMIRAL FDS INC13,09515,923+2,8281,2031,3920.28%+188
ISHARES TR17,05318,517+1,4641,8842,0460.40%+162
INVESCO EXCH TRD SLF IDX FD018,237+18,23704100.08%+410
AUTOZONE INC(AZO)0217+21705500.11%+550
INTEL CORP(INTC)42,81243,794+9821,4321,5570.31%+125
GENERAL ELECTRIC CO(GE)16,43217,330+8981,8051,9160.38%+111
FIRST TR EXCHANGE-TRADED FD06,870+6,87001,0960.22%+1,096
VANGUARD ADMIRAL FDS INC01,788+1,78804410.09%+441
SPDR SER TR
ST STR SP RETAIL
05,634+5,63403430.07%+343
UNITED RENTALS INC(URI)01,196+1,19605320.11%+532
PG&E CORP(PCG)033,326+33,32605380.11%+538
DEUTSCHE BANK A G
NAMEN AKT
390,417381,946-8,4714,1114,1980.83%+86
ISHARES TR019,216+19,21609110.18%+911
SELECT SECTOR SPDR TR
ST STR FINL ETF
31,66834,400+2,7321,0681,1410.23%+74
VISA INC(V)4,9275,317+3901,1701,2230.24%+53
ISHARES TR9,0459,878+8331,6941,7460.35%+52
VANECK ETF TRUST
PHARMACEUTCL ETF
38,15138,278+1273,0053,0570.60%+52
T-MOBILE US INC(TMUS)03,053+3,05304280.08%+428
FIRST TR EXCHNG TRADED FD VI
FT VEST NAS
012,030+12,03002720.05%+272
NOVO-NORDISK A S(NVO)04,226+4,22603840.08%+384
VANGUARD WORLD FDS
ENERGY ETF
02,431+2,43103080.06%+308
SOUTHERN COPPER CORP(SCCO)19,35318,861-4921,3881,4200.28%+32
PEPSICO INC(PEP)02,642+2,64204480.09%+448
GALLAGHER ARTHUR J & CO(AJG)03,649+3,64908320.16%+832
NVIDIA CORPORATION(NVDA)31,81431,003-81113,45813,4862.67%+28
MCKESSON CORP(MCK)0841+84103660.07%+366
CISCO SYS INC(CSCO)04,664+4,66402510.05%+251
WOODWARD INC(WWD)04,040+4,04005020.10%+502
JOHNSON & JOHNSON(JNJ)02,576+2,57604010.08%+401
INTERNATIONAL BUSINESS MACHS(IBM)7,4987,279-2191,0031,0210.20%+18
PRUDENTIAL FINL INC(PFH)02,681+2,68102540.05%+254
INVESCO EXCH TRD SLF IDX FD
BULETSHS 2027
017,279+17,27903700.07%+370
INVESCO EXCH TRD SLF IDX FD018,472+18,47204150.08%+415
INVESCO EXCH TRD SLF IDX FD
INVSCO BLSH 26
018,119+18,11904100.08%+410
SELECT SECTOR SPDR TR
ST STR ENERG ETF
26,98924,375-2,6142,1912,2030.44%+13
INVESCO EXCH TRD SLF IDX FD017,087+17,08704020.08%+402
ADVISORSHARES TR
DORSY FSM ALCP
08,222+8,22202490.05%+249
VANGUARD INDEX FDS01,387+1,38702970.06%+297
COMFORT SYS USA INC(FIX)04,316+4,31607350.15%+735
FIRST TR EXCHANGE-TRADED FD
DORSY WRGH VLU
033,925+33,92507750.15%+775
QUANTA SVCS INC03,263+3,26306100.12%+610
PIMCO STRATEGIC INCOME FD014,349+14,3490760.02%+76
NUVEEN CR STRATEGIES INCOME
COM SHS
013,605+13,6050690.01%+69
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S
011,755+11,75503870.08%+387
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