Private Advisory Group LLC
•CIK: 1632965•Filing: Q4 2025
**Private Advisory Group LLC** manages $1.3B across a diversified portfolio of 250 positions. The firm exhibits a significant concentration in mega-cap technology names, with top holdings including MSFT at $76.4M and NVDA at $70.1M. Further notable allocations include AAPL ($63.1M), AMZN ($45.7M), and GOOG ($38.3M). This positioning underscores a focused, large-cap growth mandate within the technology sector.
Total AUM
$1.3B
+ $6.7M in options
QoQ Performance
+24.9%
Positions
183
+ 1 option
Top 10 Concentration
34.8%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT
NVDA
MSFT6.0%
NVDA5.5%
AAPL4.9%
AMZN3.6%
NDQ3.4%
GOOG3.0%
META2.5%
AVGO2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other51.6%
Technology27.5%
Consumer7.4%
Financial6.1%
ETF2.0%
Communication1.5%
Healthcare1.5%
Energy1.3%
🚪 Exited Positionssold since Q3 2025
—
JAMES HARDIE INDS PLC
SOLD
$8.5M
+46 more exited positions
Changes from Q3 2025
NEW39 new positions
↑96 increased
↓59 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023