MondegarAI
Private Advisory Group LLC

Q1 2025 · 13F-HR

Private Advisory Group LLCholdings as filed

Filed 2025-05-08 · accession 0001632965-25-000005

$895.1M
Reported value
193
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$52.0M5.81%234,065CommonSOLE
594918104MSFTMICROSOFT CORP$51.0M5.70%135,863CommonSOLE
67066G104NVDANVIDIA CORPORATION$48.5M5.41%447,096CommonSOLE
023135106AMZNAMAZON COM INC$36.0M4.02%188,997CommonSOLE
532457108LLYELI LILLY & CO$29.1M3.26%35,282CommonSOLE
02079K107GOOGALPHABET INC$27.7M3.09%177,017CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$27.6M3.08%29,141CommonSOLE
30303M102METAMETA PLATFORMS INC$24.1M2.69%41,827CommonSOLE
64110L106NFLXNETFLIX INC$21.8M2.43%23,370CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$20.6M2.30%118,951CommonSOLE
464286772EWYISHARES INC$17.5M1.96%324,454CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$16.0M1.79%30,132CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$15.8M1.76%122,286CommonSOLE
11135F101AVGOBROADCOM INC$15.4M1.72%92,219CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$14.0M1.56%25,032CommonSOLE
68389X105ORCLORACLE CORP$13.4M1.50%95,761CommonSOLE
88160R101TSLATESLA INC$12.8M1.43%49,495CommonSOLE
437076102HDHOME DEPOT INC$11.0M1.22%29,890CommonSOLE
46090E103QQQINVESCO QQQ TR$10.4M1.16%22,210CommonSOLE
922908629VOVANGUARD INDEX FDS$10.1M1.12%38,886CommonSOLE
N07059210ASMLASML HOLDING N V$9.9M1.10%14,878CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$9.8M1.10%59,289CommonSOLE
78464A698KRESPDR SER TR$9.8M1.09%171,580CommonSOLE
742718109PGPROCTER AND GAMBLE CO$9.6M1.08%56,487CommonSOLE
47030M106JAMES HARDIE INDS PLC$9.3M1.04%396,655CommonSOLE
81369Y860XLRESELECT SECTOR SPDR TR$9.3M1.04%223,107CommonSOLE
78468R663BILSPDR SER TR$9.2M1.03%100,173CommonSOLE
090043100BILLBILL HOLDINGS INC$9.2M1.03%200,000CALLNONE
464287200IVVISHARES TR$9.1M1.02%16,174CommonSOLE
526057104LENLENNAR CORP$9.0M1.00%78,033CommonSOLE
33738R506RDVYFIRST TR EXCHANGE-TRADED FD$8.8M0.98%150,197CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$8.7M0.97%84,363CommonSOLE
464288869IWCISHARES TR$8.6M0.96%77,254CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$7.7M0.86%38,100CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$7.5M0.83%95,297CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$7.4M0.83%13,552CommonSOLE
79466L302CRMSALESFORCE INC$7.2M0.81%27,014CommonSOLE
98954M200ZZILLOW GROUP INC$7.2M0.81%105,507CommonSOLE
036752103ELVELEVANCE HEALTH INC$7.2M0.80%16,500CommonSOLE
478160104JNJJOHNSON & JOHNSON$7.1M0.79%42,662CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$6.7M0.74%11,900PUTNONE
464287804IJRISHARES TR$6.4M0.72%61,279CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$6.2M0.69%25,260CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$6.0M0.67%83,016CommonSOLE
889478103TOLTOLL BROTHERS INC$6.0M0.67%56,655CommonSOLE
921932828VIOOVANGUARD ADMIRAL FDS INC$6.0M0.67%61,723CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$5.9M0.66%116,684CommonSOLE
892331307TMTOYOTA MOTOR CORP$5.9M0.66%33,500CommonSOLE
78467V608SRLNSSGA ACTIVE ETF TR$5.8M0.65%142,014CommonSOLE
46138G508BKLNINVESCO EXCH TRADED FD TR II$5.8M0.65%279,868CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$5.6M0.62%24,683CommonSOLE
47103U753JBBBJANUS DETROIT STR TR$5.3M0.59%109,154CommonSOLE
35473P595FLBLFRANKLIN TEMPLETON ETF TR$5.2M0.59%217,547CommonSOLE
172967424CCITIGROUP INC$4.9M0.55%69,581CommonSOLE
381430529GBILGOLDMAN SACHS ETF TR$4.8M0.54%48,310CommonSOLE
46436E718SGOVISHARES TR$4.8M0.53%47,297CommonSOLE
18915M107NETCLOUDFLARE INC$4.3M0.48%38,227CommonSOLE
464287457SHYISHARES TR$4.2M0.47%50,345CommonSOLE
097023105BABOEING CO$4.1M0.46%23,891CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$3.7M0.42%41,080CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$3.7M0.41%73,785CommonSOLE
464287309IVWISHARES TR$3.6M0.40%38,302CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$3.5M0.40%17,148CommonSOLE
594918104MSFTMICROSOFT CORP$3.3M0.37%8,800PUTNONE
46137V324RSPNINVESCO EXCHANGE TRADED FD T$3.1M0.35%64,031CommonSOLE
922908363VOOVANGUARD INDEX FDS$2.9M0.33%5,707CommonSOLE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$2.9M0.32%97,749CommonSOLE
46138G300XSHQINVESCO EXCH TRADED FD TR II$2.8M0.32%71,506CommonSOLE
33739Q705KNGFIRST TR EXCHANGE-TRADED FD$2.7M0.31%54,379CommonNONE
48666K109KBHKB HOME$2.7M0.30%46,745CommonSOLE
33738D309FTSLFIRST TR EXCHANGE-TRADED FD$2.6M0.29%57,583CommonSOLE
33739E108FPEFIRST TR EXCH TRADED FD III$2.6M0.29%146,465CommonSOLE
33738D408HYLSFIRST TR EXCHANGE-TRADED FD$2.5M0.28%61,510CommonSOLE
464287176TIPISHARES TR$2.5M0.28%22,541CommonSOLE
443201108HWMHOWMET AEROSPACE INC$2.5M0.28%19,231CommonSOLE
09789C788XHLFBONDBLOXX ETF TRUST$2.5M0.28%49,182CommonSOLE
46429B655FLOTISHARES TR$2.4M0.27%47,591CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$2.4M0.26%28,059CommonSOLE
02079K305GOOGLALPHABET INC$2.4M0.26%15,201CommonSOLE
00162Q452AMLPALPS ETF TR$2.3M0.25%43,399CommonNONE
381430545GVIPGOLDMAN SACHS ETF TR$2.2M0.24%18,519CommonSOLE
464288513HYGISHARES TR$2.1M0.24%26,822CommonSOLE
33741Q107FTHYFIRST TR HIGH YIELD OPPRT 20$2.1M0.23%145,532CommonSOLE
87612G101TRGPTARGA RES CORP$2.0M0.22%9,920CommonSOLE
74767V109QSQUANTUMSCAPE CORP$1.9M0.21%447,478CommonSOLE
464288281EMBISHARES TR$1.8M0.20%19,773CommonSOLE
78464A359CWBSPDR SER TR$1.7M0.20%22,791CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$1.7M0.19%60,731CommonSOLE
369604301GEGE AEROSPACE$1.7M0.19%8,394CommonSOLE
88636J816RSSTTIDAL TR II$1.6M0.18%74,129CommonSOLE
25809K105DASHDOORDASH INC$1.6M0.18%8,781CommonSOLE
13321L108CCJCAMECO CORP$1.6M0.18%38,440CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$1.5M0.17%7,431CommonSOLE
76151R206AXILAXIL BRANDS INC$1.5M0.17%304,396CommonNONE
33738R605FVFIRST TR EXCHANGE-TRADED FD$1.5M0.17%27,229CommonNONE
770700102HOODROBINHOOD MKTS INC$1.5M0.16%35,032CommonSOLE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$1.5M0.16%6,559CommonSOLE
33734X192SKYYFIRST TR EXCHANGE TRADED FD$1.4M0.16%13,707CommonSOLE
33741L108DVOLFIRST TR EXCHANGE-TRADED FD$1.4M0.15%38,041CommonSOLE
92826C839VVISA INC$1.3M0.15%3,742CommonSOLE
33741L207DVLUFIRST TR EXCHANGE-TRADED FD$1.2M0.14%43,342CommonSOLE
88636J345RSSYTIDAL TR II$1.2M0.14%68,723CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$1.2M0.13%3,403CommonSOLE
34959E109FTNTFORTINET INC$1.2M0.13%12,039CommonSOLE
74347G804OILKPROSHARES TR$1.1M0.12%25,223CommonSOLE
78468R440CERYSPDR SER TR$1.1M0.12%39,067CommonSOLE
464288679SHVISHARES TR$1.0M0.12%9,446CommonSOLE
922908736VUGVANGUARD INDEX FDS$1.0M0.12%2,788CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$1.0M0.11%7,772CommonSOLE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$1.0M0.11%11,247CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$1.0M0.11%756CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$990,4810.11%6,489CommonSOLE
682680103OKEONEOK INC NEW$990,1640.11%9,979CommonSOLE
464287150ITOTISHARES TR$986,8170.11%8,088CommonSOLE
46284V101IRMIRON MTN INC DEL$982,2420.11%11,416CommonSOLE
303250104FICOFAIR ISAAC CORP$969,2980.11%526CommonSOLE
46137V266RPGINVESCO EXCHANGE TRADED FD T$938,5020.10%24,536CommonSOLE
46432F396MTUMISHARES TR$915,6490.10%4,530CommonSOLE
26701L100BROSDUTCH BROS INC$910,2950.10%14,744CommonSOLE
464288307IMCGISHARES TR$909,2320.10%12,729CommonSOLE
48251W104KKRKKR & CO INC$894,0030.10%7,733CommonSOLE
46137V837PDPINVESCO EXCHANGE TRADED FD T$890,1140.10%8,903CommonSOLE
33738D101EMLPFIRST TR EXCHANGE-TRADED FD$879,4290.10%23,458CommonNONE
855244109SBUXSTARBUCKS CORP$840,2390.09%8,566CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$826,2650.09%6,304CommonSOLE
86333M108LRNSTRIDE INC$825,5390.09%6,526CommonSOLE
33734X150FXRFIRST TR EXCHANGE TRADED FD$807,4760.09%11,595CommonSOLE
03831W108APPAPPLOVIN CORP$798,0900.09%3,012CommonSOLE
876030107TPRTAPESTRY INC$750,8520.08%10,664CommonSOLE
464287887IJTISHARES TR$726,0840.08%5,832CommonSOLE
336920103FPXFIRST TR EXCHANGE-TRADED FD$687,9190.08%6,156CommonNONE
751212101RLRALPH LAUREN CORP$658,2470.07%2,982CommonSOLE
747525103QCOMQUALCOMM INC$653,4860.07%4,254CommonSOLE
25434V401DFUSDIMENSIONAL ETF TRUST$626,6380.07%10,361CommonNONE
33738R860FTXOFIRST TR EXCHANGE-TRADED FD$616,6610.07%20,285CommonNONE
33734X135FXOFIRST TR EXCHANGE TRADED FD$591,4270.07%11,159CommonSOLE
833635105SQMSOCIEDAD QUIMICA Y MINERA DE$573,8600.06%14,444CommonNONE
46138J395BSJTINVESCO EXCH TRD SLF IDX FD$562,7310.06%26,695CommonSOLE
46138J817BSJPINVESCO EXCH TRD SLF IDX FD$510,9110.06%22,165CommonSOLE
46138J452BSJSINVESCO EXCH TRD SLF IDX FD$510,7040.06%23,600CommonSOLE
46138J635BSJQINVESCO EXCH TRD SLF IDX FD$509,4970.06%21,971CommonSOLE
72201R577BILZPIMCO ETF TR$508,8340.06%5,028CommonSOLE
872590104TMUST-MOBILE US INC$497,9480.06%1,867CommonNONE
78468R853SPSMSPDR SER TR$495,8060.06%12,164CommonSOLE
46138J585BSJRINVESCO EXCH TRD SLF IDX FD$475,9560.05%21,243CommonSOLE
40131M109GHGUARDANT HEALTH INC$475,1180.05%11,153CommonSOLE
315616102FFIVF5 INC$468,6350.05%1,760CommonSOLE
654106103NKENIKE INC$456,8660.05%7,197CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$423,4520.05%2,557CommonNONE
670100205NVONOVO-NORDISK A S$414,1400.05%5,964CommonSOLE
00287Y109ABBVABBVIE INC$393,4790.04%1,878CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$392,2540.04%792CommonNONE
17275R102CSCOCISCO SYS INC$391,5500.04%6,345CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$377,8960.04%3,746CommonSOLE
189763105CODXGBPCO-DIAGNOSTICS INC$365,8340.04%1,181,633CommonNONE
88160R101TSLATESLA INC$362,8240.04%1,400CALLNONE
00768Y479DWAWADVISORSHARES TR$347,6890.04%9,397CommonSOLE
92936U109WPCWP CAREY INC$335,6820.04%5,319CommonNONE
931142103WMTWALMART INC$332,2850.04%3,785CommonNONE
33740U786XDECFIRST TR EXCHNG TRADED FD VI$331,3890.04%9,006CommonSOLE
33740U844XJUNFIRST TR EXCHNG TRADED FD VI$324,8320.04%8,440CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$319,0330.04%584CommonSOLE
464285204IAUISHARES GOLD TR$318,6200.04%5,404CommonSOLE
29357K103ENVAENOVA INTL INC$313,5300.04%3,247CommonSOLE
33740F649QDECFIRST TR EXCHNG TRADED FD VI$313,3290.04%11,982CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$310,8410.03%1,250CommonSOLE
92204A504VHTVANGUARD WORLD FD$308,1460.03%1,164CommonSOLE
693506107PPGPPG INDS INC$307,2740.03%2,810CommonSOLE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$300,6290.03%4,613CommonSOLE
011311107ALGALAMO GROUP INC$296,3630.03%1,663CommonSOLE
46138E354SPLVINVESCO EXCH TRADED FD TR II$295,7040.03%3,957CommonSOLE
46137V811PTFINVESCO EXCHANGE TRADED FD T$287,0170.03%4,868CommonSOLE
46428Q109SLVISHARES SILVER TR$264,2210.03%8,526CommonSOLE
422806109HEIHEICO CORP NEW$262,1130.03%981CommonNONE
803054204SAPSAP SE$260,9240.03%972CommonNONE
74340W103PLDPROLOGIS INC.$256,2150.03%2,292CommonNONE
92204A405VFHVANGUARD WORLD FD$256,1440.03%2,144CommonSOLE
571903202MARMARRIOTT INTL INC NEW$255,3500.03%1,072CommonSOLE
79589L106IOTSAMSARA INC$254,5880.03%6,642CommonNONE
922908744VTVVANGUARD INDEX FDS$254,4460.03%1,473CommonSOLE
G54950103LINLINDE PLC$250,9800.03%539CommonNONE
910047109UALUNITED AIRLS HLDGS INC$246,8670.03%3,575CommonNONE
H2906T109GRMNGARMIN LTD$242,3170.03%1,116CommonSOLE
12504L109CBRECBRE GROUP INC$235,0120.03%1,797CommonSOLE
30231G102XOMEXXON MOBIL CORP$232,6270.03%1,956CommonNONE
458140100INTCINTEL CORP$229,5070.03%10,106CommonSOLE
46137V845PRNINVESCO EXCHANGE TRADED FD T$225,7070.03%1,639CommonSOLE
23331A109DHID R HORTON INC$222,0960.02%1,747CommonSOLE
33738R704AIRRFIRST TR EXCHANGE-TRADED FD$218,9540.02%3,210CommonSOLE
617446448MSMORGAN STANLEY$211,2890.02%1,811CommonNONE
872540109TJXTJX COS INC NEW$208,6430.02%1,713CommonSOLE
464288257ACWIISHARES TR$203,3330.02%1,747CommonSOLE
60687Y109MFGMIZUHO FINANCIAL GROUP INC$63,1780.01%11,466CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.