Fund HoldingsPrivate Advisory Group LLC

Total Portfolio Value
$576.14M
Total Bought
$120.26M
Total Sold
$123.09M
Net Transaction
-$2.84M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
INVESCO QQQ TR034,890+34,890014,2882.48%+14,288
NIKE INC(NKE)084,578+84,57809,1831.59%+9,183
MICROSOFT CORP(MSFT)094,743+94,743035,6276.18%+35,627
BLOCK INC(XYZ)072,376+72,37605,5980.97%+5,598
COSTCO WHSL CORP NEW(COST)024,998+24,998016,5012.86%+16,501
VANGUARD INDEX FDS024,170+24,17005,6230.98%+5,623
PROSHARES TR
K-1 FREE CRD OIL
0121,534+121,53405,1170.89%+5,117
MARKETAXESS HLDGS INC(MKTX)017,316+17,31605,0710.88%+5,071
AMAZON COM INC(AMZN)187,675187,318-35723,85728,4614.94%+4,604
INVESCO EXCH TRADED FD TR II
S&P 500 REVENUE
044,545+44,54503,8010.66%+3,801
ADVANCED MICRO DEVICES INC(AMD)084,340+84,340012,4332.16%+12,433
D R HORTON INC(DHI)20,39636,102+15,7062,1925,4870.95%+3,295
SPDR SER TR
ST STR SP REGBNK
061,132+61,13203,2050.56%+3,205
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
094,997+94,99703,1010.54%+3,101
LENNAR CORP(LEN)46,51454,974+8,4605,2208,1931.42%+2,973
META PLATFORMS INC(META)66,30764,529-1,77819,90622,8413.96%+2,935
KB HOME(KBH)86,686110,890+24,2044,0126,9261.20%+2,914
APPLE INC(AAPL)0135,199+135,199026,0304.52%+26,030
NETFLIX INC(NFLX)026,319+26,319012,8142.22%+12,814
VANGUARD ADMIRAL FDS INC15,92340,598+24,6751,3924,0270.70%+2,635
TOTALENERGIES SE(TTE)42,00079,689+37,6892,7625,3690.93%+2,608
ISHARES TR027,487+27,48702,2550.39%+2,255
SOCIEDAD QUIMICA Y MINERA DE(SQM)034,986+34,98602,1070.37%+2,107
AEROVIRONMENT INC015,612+15,61201,9680.34%+1,968
FIRST TR EXCHANGE-TRADED FD
DORSY WRGH VLU
33,925105,556+71,6317752,7410.48%+1,966
FIRST TR EXCHANGE-TRADED FD
FIRST TR TA HIYL
043,058+43,05801,7900.31%+1,790
ISHARES TR
MSCI INDIA ETF
036,114+36,11401,7630.31%+1,763
ALPHABET INC(GOOG)150,987152,781+1,79419,90821,5313.74%+1,624
BANK AMERICA CORP0304,989+304,989010,2691.78%+10,269
ISHARES INC
MSCI EMRG CHN
070,164+70,16403,8880.67%+3,888
TARGET CORP(TGT)048,814+48,81406,9521.21%+6,952
ADOBE INC(ADBE)02,287+2,28701,3640.24%+1,364
ELI LILLY & CO(LLY)16,78817,694+9069,01810,3141.79%+1,296
PALO ALTO NETWORKS INC(PANW)04,780+4,78001,4100.24%+1,410
UNITED STATES STL CORP NEW084,127+84,12704,0930.71%+4,093
SPDR SER TR
ST STR BLO 1 ETF
48,96461,503+12,5394,4965,6210.98%+1,125
ISHARES TR
MSCI INDIA SM CP
015,799+15,79901,1030.19%+1,103
SELECT SECTOR SPDR TR
ST STR TECHN ETF
38,91638,736-1806,3807,4561.29%+1,076
HOME DEPOT INC(HD)032,796+32,796011,3651.97%+11,365
TAIWAN SEMICONDUCTOR MFG LTD(TSM)46,23548,711+2,4764,0185,0660.88%+1,048
INVESCO EXCHANGE TRADED FD T
DORS WRI MOM ETF
13,36924,174+10,8051,0292,0670.36%+1,037
ARISTA NETWORKS INC04,246+4,24601,0000.17%+1,000
CBOE GLOBAL MKTS INC(CBOE)05,294+5,29409450.16%+945
DEUTSCHE BANK A G
NAMEN AKT
381,946378,501-3,4454,1985,1290.89%+931
ASML HOLDING N V
N Y REGISTRY SHS
05,685+5,68504,3030.75%+4,303
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
102,325115,900+13,5752,8893,7980.66%+909
FIRST TR EXCHANGE TRADED FD
CLOUD COMPUTING
010,067+10,06708830.15%+883
BROADCOM INC(AVGO)2,2472,461+2141,8672,7470.48%+880
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
016,191+16,19108720.15%+872
FABRINET(FN)04,464+4,46408500.15%+850
DELL TECHNOLOGIES INC(DELL)011,004+11,00408420.15%+842
TRANSDIGM GROUP INC(TDG)0829+82908390.15%+839
ISHARES TR
MSCI USA MMENTM
05,254+5,25408240.14%+824
FIRST TR EXCHANGE-TRADED FD
FT VEST S&P 500
95,500106,777+11,2774,7145,5180.96%+804
COPART INC(CPRT)016,291+16,29107980.14%+798
VISTRA CORP(VST)020,533+20,53307910.14%+791
FTAI AVIATION LTD(FTAI)016,830+16,83007810.14%+781
WILLIAMS SONOMA INC(WSM)03,820+3,82007710.13%+771
SERVICENOW INC(NOW)01,071+1,07107570.13%+757
FAIR ISAAC CORP(FICO)3,4933,248-2453,0333,7810.66%+747
QUALYS INC(QLYS)03,624+3,62407110.12%+711
SCHWAB CHARLES CORP(SCHW)078,202+78,20205,3800.93%+5,380
MANHATTAN ASSOCIATES INC(MANH)03,226+3,22606950.12%+695
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
07,634+7,63406520.11%+652
EMCOR GROUP INC(EME)03,012+3,01206490.11%+649
ENI S P A(E)145,130154,567+9,4374,6335,2570.91%+624
INTEL CORP(INTC)43,79443,354-4401,5572,1790.38%+622
SOUTHERN COPPER CORP(SCCO)18,86123,129+4,2681,4201,9910.35%+571
GARTNER INC(IT)01,197+1,19705400.09%+540
PINTEREST INC(PINS)013,102+13,10204850.08%+485
GENERAL ELECTRIC CO(GE)17,33018,811+1,4811,9162,4010.42%+485
ISHARES TR
CORE MSCI EURO
0109,405+109,40506,0191.04%+6,019
EATON CORP PLC(ETN)01,998+1,99804810.08%+481
CONSTELLATION ENERGY CORP(CEG)04,114+4,11404810.08%+481
ISHARES TR011,003+11,00301,2770.22%+1,277
INVESCO EXCHANGE TRADED FD T
S&P500 EQL IND
061,942+61,94202,6700.46%+2,670
DBX ETF TR07,363+7,36304570.08%+457
CLOUDFLARE INC(NET)029,629+29,62902,4670.43%+2,467
FIRST TR NASDAQ 100 TECH IND02,371+2,37104160.07%+416
FIRST TR EXCHANGE TRADED FD
INDLS PROD DUR
06,263+6,26304060.07%+406
ISHARES TR03,440+3,44004030.07%+403
INVESCO DB MULTI-SECTOR COMM(DBP)08,017+8,01704000.07%+400
ISHARES TR038,740+38,74004,1940.73%+4,194
MCKESSON CORP(MCK)8411,612+7713667460.13%+381
PULTE GROUP INC(PHM)6,8458,499+1,6545078770.15%+370
VANGUARD INDEX FDS09,734+9,73404,2520.74%+4,252
VANGUARD WORLD FDS
HEALTH CAR ETF
07,804+7,80401,9560.34%+1,956
NVIDIA CORPORATION(NVDA)31,00327,891-3,11213,48613,8122.40%+326
SYNOPSYS INC(SNPS)2,4752,826+3511,1361,4550.25%+319
INVESCO EXCHANGE TRADED FD T
BLDG CONSTR ETF
04,587+4,58702900.05%+290
INVESCO EXCH TRADED FD TR II03,197+3,19702890.05%+289
ADVISORSHARES TR
DORSY FSM US
06,250+6,25002500.04%+250
CARDINAL HEALTH INC(CAH)02,239+2,23902260.04%+226
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
68,05862,509-5,5499,6439,8641.71%+221
MARRIOTT INTL INC NEW(MAR)0979+97902210.04%+221
VANGUARD TAX-MANAGED FDS04,598+4,59802200.04%+220
ANALOG DEVICES INC(ADI)015,019+15,01902,9820.52%+2,982
FIRST TR EXCHANGE-TRADED FD6,8706,913+431,0961,2900.22%+193
INTERNATIONAL BUSINESS MACHS(IBM)7,2797,276-31,0211,1900.21%+169
VANECK ETF TRUST
PHARMACEUTCL ETF
38,27839,536+1,2583,0573,2170.56%+160
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