| Name | Holdings Value | Location | File Number |
|---|---|---|---|
| Private Advisory Group LLC | $893M | Redmond, WA | 028-16601 |
| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q1 2025 | 13 | $1.36M | +$479K | -$289K | +$190K | SGOV, GBIL, GAA, ZVOL, ITOT | 13F-HR | 4/22/2025, 01:25 PM |
| Q4 2024 | 8 | $1.17M | $0 | $0 | GBIL, SGOV, GAA, GLOF, RSST | 13F-HR | 2/14/2025, 12:37 PM |