Private Advisor Group, LLC
Annual return '25
+52.8%
SPY '25
+17.7%
Alpha
+35.0ptsvs SPY
Invested
$21.3B
Holdings
2,614
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q1 2026: New position (3.2k shares)
2.6%
02
$SPYM
SPDR SERIES TRUST
Q2 2025: Exited (was 4.22M shares)
1.8%
03
$VTI
VANGUARD INDEX FDS
Q1 2026: New position (8.7k shares)
1.8%
04
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: New position (7.1k shares)
1.7%
05
$NVDA
NVIDIA CORPORATION
Q1 2026: New position (1.10M shares)
1.7%
06
$NDQ
INVESCO QQQ TR
Q1 2026: New position (7.5k shares)
1.3%
07
$IVV
ISHARES TR
Q1 2026: New position (27.0k shares)
1.1%
08
$SPTM
SPDR SERIES TRUST
Q2 2025: Exited (was 3.02M shares)
1.1%
09
$MSFT
MICROSOFT CORP
Q1 2026: New position (149.3k shares)
1.1%
10
$AMZN
AMAZON COM INC
Q1 2026: New position (251.1k shares)
1.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:23 UTC.