MondegarAI
Private Advisory Group LLC

Q3 2025 · 13F-HR

Private Advisory Group LLCholdings as filed

Filed 2025-11-10 · accession 0001632965-25-000009

$1.22B
Reported value
217
Positions
2025-09-30
Period end
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The Brief · Private Advisory Group LLC · Q3 2025

AI · grounded in 13F

Private Advisory Group LLC established a new position in MSFT valued at $108.8M. The fund also initiated new stakes in NVDA for $68.4M and AAPL for $61.3M. Additional new positions include AMZN, QQQ, and GOOG.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$72.6M5.97%140,252CommonSOLE
67066G104NVDANVIDIA CORPORATION$67.9M5.58%363,703CommonSOLE
037833100AAPLAPPLE INC$59.2M4.86%232,448CommonSOLE
023135106AMZNAMAZON COM INC$41.9M3.44%190,682CommonSOLE
46090E103QQQINVESCO QQQ TR$41.0M3.37%68,216CommonSOLE
02079K107GOOGALPHABET INC$34.9M2.87%143,381CommonSOLE
464287655IWMISHARES TR$30.9M2.54%127,600CALLSOLE
46436E718SGOVISHARES TR$29.0M2.38%287,826CommonSOLE
594918104MSFTMICROSOFT CORP$28.3M2.32%54,600CALLSOLE
30303M102METAMETA PLATFORMS INC$28.0M2.30%38,166CommonSOLE
11135F101AVGOBROADCOM INC$24.0M1.98%72,867CommonSOLE
64110L106NFLXNETFLIX INC$23.6M1.94%19,684CommonSOLE
88160R101TSLATESLA INC$22.3M1.83%50,193CommonSOLE
464286681EUSAISHARES INC$21.3M1.75%206,501CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$20.0M1.65%21,647CommonSOLE
464286772EWYISHARES INC$19.6M1.61%245,149CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$17.2M1.41%34,149CommonSOLE
532457108LLYELI LILLY & CO$15.8M1.30%20,682CommonSOLE
N07059210ASMLASML HOLDING N V$15.3M1.26%15,792CommonSOLE
30231G102XOMEXXON MOBIL CORP$14.8M1.22%131,448CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$14.4M1.19%102,492CommonSOLE
33718M105FDMFIRST TR EXCHANGE-TRADED FD$13.8M1.14%182,544CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$13.6M1.11%48,527CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$13.5M1.11%42,778CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$12.8M1.05%38,895CommonSOLE
21873S108CRWVCOREWEAVE INC$12.7M1.04%92,881CommonSOLE
458140100INTCINTEL CORP$12.6M1.04%377,030CommonSOLE
68389X105ORCLORACLE CORP$12.3M1.01%43,772CommonSOLE
406216101HALHALLIBURTON CO$11.5M0.95%468,739CommonSOLE
464287507IJHISHARES TR$11.5M0.94%175,889CommonSOLE
18915M107NETCLOUDFLARE INC$11.5M0.94%53,480CommonSOLE
025816109AXPAMERICAN EXPRESS CO$11.3M0.93%34,095CommonSOLE
595112103MUMICRON TECHNOLOGY INC$11.3M0.93%67,464CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$11.1M0.92%73,866CommonSOLE
81369Y860XLRESELECT SECTOR SPDR TR$10.9M0.90%259,324CommonSOLE
77311W101RKTROCKET COS INC$10.5M0.86%539,942CommonSOLE
87612E106TGTTARGET CORP$10.4M0.86%116,410CommonSOLE
670100205NVONOVO-NORDISK A S$10.3M0.85%185,816CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$10.3M0.84%63,453CommonSOLE
739128106POWLPOWELL INDS INC$9.8M0.81%32,292CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$9.8M0.80%12,287CommonSOLE
N4732M103JBSJBS N.V.$9.7M0.80%650,588CommonSOLE
609207105MDLZMONDELEZ INTL INC$9.7M0.80%155,180CommonSOLE
742718109PGPROCTER AND GAMBLE CO$9.5M0.78%61,862CommonSOLE
464287200IVVISHARES TR$9.5M0.78%14,151CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$9.4M0.77%213,804CommonSOLE
98954M200ZZILLOW GROUP INC$9.2M0.76%119,637CommonSOLE
42226A107HQYHEALTHEQUITY INC$9.1M0.74%95,507CommonSOLE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$9.0M0.74%133,214CommonSOLE
097023105BABOEING CO$8.7M0.71%40,120CommonSOLE
G4253H101JHXJAMES HARDIE INDS PLC$8.5M0.70%441,176CommonSOLE
594918104MSFTMICROSOFT CORP$7.9M0.65%15,200PUTSOLE
368736104GNRCGENERAC HLDGS INC$7.8M0.64%46,590CommonSOLE
78468R853SPSMSPDR SERIES TRUST$7.7M0.63%165,274CommonSOLE
060505104BACBANK AMERICA CORP$6.7M0.55%130,737CommonSOLE
72201R577BILZPIMCO ETF TR$5.9M0.49%58,607CommonSOLE
381430545GVIPGOLDMAN SACHS ETF TR$5.4M0.44%35,323CommonSOLE
02079K305GOOGLALPHABET INC$5.4M0.44%22,039CommonSOLE
46138G300XSHQINVESCO EXCH TRADED FD TR II$5.1M0.42%118,990CommonSOLE
74347G804OILKPROSHARES TR$5.0M0.41%124,007CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$4.9M0.40%17,469CommonSOLE
443201108HWMHOWMET AEROSPACE INC$4.6M0.38%23,584CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$4.6M0.38%38,838CommonSOLE
464287804IJRISHARES TR$4.6M0.38%38,571CommonSOLE
464287309IVWISHARES TR$4.5M0.37%37,687CommonSOLE
33739Q705KNGFIRST TR EXCHANGE-TRADED FD$4.5M0.37%91,161CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$4.1M0.34%75,994CommonSOLE
464287655IWMISHARES TR$3.9M0.32%16,216CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$3.9M0.32%15,146CommonSOLE
381430529GBILGOLDMAN SACHS ETF TR$3.6M0.29%35,721CommonSOLE
78468R440CERYSPDR SERIES TRUST$3.6M0.29%124,784CommonSOLE
88636J816RSSTTIDAL TRUST II$3.5M0.29%133,460CommonSOLE
36828A101GEVGE VERNOVA INC$3.5M0.29%5,660CommonSOLE
922908363VOOVANGUARD INDEX FDS$3.4M0.28%5,547CommonSOLE
37954Y343MLPAGLOBAL X FDS$3.3M0.27%67,212CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$3.2M0.26%14,934CommonSOLE
46429B655FLOTISHARES TR$3.2M0.26%62,321CommonSOLE
33739E108FPEFIRST TR EXCH TRADED FD III$3.1M0.25%168,753CommonSOLE
33738D408HYLSFIRST TR EXCHANGE-TRADED FD$3.0M0.25%72,242CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$3.0M0.25%4,547CommonSOLE
33738D309FTSLFIRST TR EXCHANGE-TRADED FD$3.0M0.25%65,150CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$2.9M0.24%15,259CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$2.8M0.23%15,428CommonSOLE
464287457SHYISHARES TR$2.8M0.23%33,654CommonSOLE
464287176TIPISHARES TR$2.8M0.23%24,951CommonSOLE
88636J345RSSYTIDAL TRUST II$2.7M0.22%135,440CommonSOLE
770700102HOODROBINHOOD MKTS INC$2.7M0.22%18,878CommonSOLE
464288513HYGISHARES TR$2.4M0.20%29,391CommonSOLE
922908769VTIVANGUARD INDEX FDS$2.3M0.19%7,123CommonSOLE
464287242LQDISHARES TR$2.2M0.18%19,423CommonSOLE
464288281EMBISHARES TR$2.1M0.18%22,422CommonSOLE
771049103RBLXROBLOX CORP$2.1M0.18%15,403CommonSOLE
76151R206AXILAXIL BRANDS INC$2.1M0.17%334,756CommonSOLE
33741Q107FTHYFIRST TR HIGH YIELD OPPRT 20$2.1M0.17%145,001CommonSOLE
46432F396MTUMISHARES TR$2.1M0.17%8,136CommonSOLE
037833100AAPLAPPLE INC$2.1M0.17%8,100CALLSOLE
78464A359CWBSPDR SERIES TRUST$2.0M0.17%22,489CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$2.0M0.17%8,581CommonSOLE
369604301GEGE AEROSPACE$2.0M0.16%6,647CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$1.8M0.15%5,646CommonSOLE
35137L105FOXAFOX CORP$1.5M0.13%24,252CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$1.5M0.12%57,356CommonSOLE
15118V207CELHCELSIUS HLDGS INC$1.5M0.12%26,262CommonSOLE
33741L108DVOLFIRST TR EXCHANGE-TRADED FD$1.4M0.12%40,389CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$1.4M0.12%51,638CommonSOLE
199908104FIXCOMFORT SYS USA INC$1.4M0.12%1,703CommonSOLE
92826C839VVISA INC$1.4M0.11%4,005CommonSOLE
922908736VUGVANGUARD INDEX FDS$1.3M0.11%2,763CommonSOLE
46137V266RPGINVESCO EXCHANGE TRADED FD T$1.3M0.10%26,749CommonSOLE
146869102CVNACARVANA CO$1.3M0.10%3,379CommonSOLE
876030107TPRTAPESTRY INC$1.3M0.10%11,129CommonSOLE
78464A854SPYMSPDR SERIES TRUST$1.3M0.10%16,068CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$1.2M0.10%19,413CommonSOLE
04626A103ALABASTERA LABS INC$1.2M0.10%6,229CommonSOLE
90353W103UIUBIQUITI INC$1.2M0.10%1,772CommonSOLE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$1.1M0.09%11,920CommonSOLE
25809K105DASHDOORDASH INC$1.1M0.09%3,898CommonSOLE
33741L207DVLUFIRST TR EXCHANGE-TRADED FD$1.0M0.09%31,210CommonSOLE
46137V837PDPINVESCO EXCHANGE TRADED FD T$1.0M0.08%8,689CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$1.0M0.08%6,048CommonSOLE
48251W104KKRKKR & CO INC$993,5980.08%7,646CommonSOLE
88636J204RSSBTIDAL TRUST II$990,2450.08%35,140CommonSOLE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$987,0260.08%29,534CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$983,4250.08%3,175CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$973,5000.08%6,312CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$961,3450.08%13,971CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$951,1040.08%9,856CommonSOLE
629377508NRGNRG ENERGY INC$911,1310.07%5,626CommonSOLE
13321L108CCJCAMECO CORP$899,3150.07%10,724CommonSOLE
336920103FPXFIRST TR EXCHANGE-TRADED FD$881,1460.07%5,303CommonSOLE
05464C101AXONAXON ENTERPRISE INC$866,9090.07%1,208CommonSOLE
03831W108APPAPPLOVIN CORP$847,1590.07%1,179CommonSOLE
33733F101FADFIRST TR EXCHANGE-TRADED ALP$845,1200.07%5,264CommonSOLE
33735K108FTCFIRST TR EXCHANGE-TRADED ALP$842,1810.07%5,242CommonSOLE
92847W103VITLVITAL FARMS INC$834,1110.07%20,270CommonSOLE
464287887IJTISHARES TR$810,6540.07%5,729CommonSOLE
25434V401DFUSDIMENSIONAL ETF TRUST$750,5560.06%10,361CommonSOLE
33737J117FEPFIRST TR EXCH TRD ALPHDX FD$712,9560.06%13,929CommonSOLE
922908629VOVANGUARD INDEX FDS$707,9130.06%2,410CommonSOLE
855244109SBUXSTARBUCKS CORP$707,7640.06%8,366CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$688,8290.06%1,211CommonSOLE
75734B100RDDTREDDIT INC$678,4710.06%2,950CommonSOLE
718172109PMPHILIP MORRIS INTL INC$658,5320.05%4,060CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$647,0640.05%1,419CommonSOLE
747525103QCOMQUALCOMM INC$611,9170.05%3,678CommonSOLE
02209S103MOALTRIA GROUP INC$609,5360.05%9,227CommonSOLE
46138J452BSJSINVESCO EXCH TRD SLF IDX FD$591,3240.05%26,781CommonSOLE
46138J585BSJRINVESCO EXCH TRD SLF IDX FD$583,3140.05%25,651CommonSOLE
46138J395BSJTINVESCO EXCH TRD SLF IDX FD$582,8000.05%27,019CommonSOLE
67066G104NVDANVIDIA CORPORATION$578,3980.05%3,100CALLSOLE
46138J817BSJPINVESCO EXCH TRD SLF IDX FD$577,5850.05%25,047CommonSOLE
46138J635BSJQINVESCO EXCH TRD SLF IDX FD$572,4060.05%24,457CommonSOLE
464288679SHVISHARES TR$552,0080.05%4,996CommonSOLE
33737J174FDTFIRST TR EXCH TRD ALPHDX FD$529,4740.04%7,025CommonSOLE
654106103NKENIKE INC$511,6090.04%7,337CommonSOLE
00287Y109ABBVABBVIE INC$476,1720.04%2,057CommonSOLE
872590104TMUST-MOBILE US INC$470,8600.04%1,967CommonSOLE
191216100KOCOCA COLA CO$464,6380.04%7,006CommonSOLE
931142103WMTWALMART INC$459,0790.04%4,454CommonSOLE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$432,0630.04%4,813CommonSOLE
922040845VBILVANGUARD INSTL INDEX FD$428,1320.04%5,662CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$425,8360.03%3,873CommonSOLE
87422Q109TLNTALEN ENERGY CORP$424,5290.03%998CommonSOLE
00768Y479DWAWADVISORSHARES TR$415,5180.03%9,468CommonSOLE
464285204IAUISHARES GOLD TR$412,3880.03%5,667CommonSOLE
189763105CODXGBPCO-DIAGNOSTICS INC$406,4820.03%1,181,633CommonNONE
33740U786XDECFIRST TR EXCHNG TRADED FD VI$402,3570.03%10,034CommonSOLE
33740U844XJUNFIRST TR EXCHNG TRADED FD VI$401,4620.03%9,513CommonSOLE
46138E875PIZINVESCO EXCH TRADED FD TR II$392,2700.03%8,228CommonSOLE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$381,3420.03%5,017CommonSOLE
33740F649QDECFIRST TR EXCHNG TRADED FD VI$371,2120.03%11,930CommonSOLE
46428Q109SLVISHARES SILVER TR$367,2630.03%8,668CommonSOLE
33734X192SKYYFIRST TR EXCHANGE TRADED FD$354,0620.03%2,634CommonSOLE
571903202MARMARRIOTT INTL INC NEW$339,8740.03%1,305CommonSOLE
038222105AMATAPPLIED MATLS INC$333,3170.03%1,628CommonSOLE
464286327SLVPISHARES INC$326,3600.03%11,924CommonSOLE
46138E867PIEINVESCO EXCH TRADED FD TR II$325,7820.03%13,352CommonSOLE
33738R704AIRRFIRST TR EXCHANGE TRADED FD$325,3280.03%3,365CommonSOLE
46137V167RZVINVESCO EXCHANGE TRADED FD T$319,7690.03%2,709CommonSOLE
011311107ALGALAMO GROUP INC$317,4670.03%1,663CommonSOLE
422806109HEIHEICO CORP NEW$316,6860.03%981CommonSOLE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$308,9430.03%1,104CommonSOLE
872540109TJXTJX COS INC NEW$305,8470.03%2,116CommonSOLE
437076102HDHOME DEPOT INC$301,8670.02%745CommonSOLE
33738R605FVFIRST TR EXCHANGE TRADED FD$301,3030.02%4,866CommonSOLE
803054204SAPSAP SE$301,1460.02%1,127CommonSOLE
149123101CATCATERPILLAR INC$299,0250.02%627CommonSOLE
37954Y863GOEXGLOBAL X FDS$291,1480.02%4,286CommonSOLE
92204A504VHTVANGUARD WORLD FD$285,0410.02%1,098CommonSOLE
922908744VTVVANGUARD INDEX FDS$282,9050.02%1,517CommonSOLE
74340W103PLDPROLOGIS INC.$274,8920.02%2,400CommonSOLE
92204A405VFHVANGUARD WORLD FD$274,6850.02%2,093CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$271,2360.02%3,393CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$267,2620.02%774CommonSOLE
G54950103LINLINDE PLC$266,4750.02%561CommonSOLE
74967X103RHRH$263,4990.02%1,297CommonSOLE
693506107PPGPPG INDS INC$257,5200.02%2,450CommonSOLE
17275R102CSCOCISCO SYS INC$255,4120.02%3,733CommonSOLE
02072L565BOXXEA SERIES TRUST$255,2740.02%2,242CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$254,4650.02%867CommonSOLE
512807306LRCXLAM RESEARCH CORP$253,6070.02%1,894CommonSOLE
82509L107SHOPSHOPIFY INC$253,0830.02%1,703CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$251,5650.02%513CommonSOLE
478160104JNJJOHNSON & JOHNSON$241,6230.02%1,303CommonNONE
464288257ACWIISHARES TR$241,5050.02%1,747CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$233,5310.02%2,392CommonSOLE
92189F106GDXVANECK ETF TRUST$224,6160.02%2,940CommonSOLE
00768Y487DWUSADVISORSHARES TR$224,4880.02%4,133CommonSOLE
33737A108GRIDFIRST TR EXCHANGE TRADED FD$224,0520.02%1,483CommonSOLE
617446448MSMORGAN STANLEY$213,1650.02%1,341CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$212,4130.02%4,183CommonSOLE
00162Q452AMLPALPS ETF TR$212,3110.02%4,524CommonNONE
032654105ADIANALOG DEVICES INC$204,1770.02%831CommonSOLE
33733B100FIWFIRST TR EXCHANGE-TRADED FD$200,7690.02%1,787CommonSOLE
37954Y483QYLDGLOBAL X FDS$193,4720.02%11,374CommonSOLE
918204108VFCV F CORP$149,1340.01%10,335CommonNONE
60687Y109MFGMIZUHO FINANCIAL GROUP INC$76,8220.01%11,466CommonSOLE

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.