Portfolio Holdings & Fund Performance - Private Advisory Group LLC

List of top 200 securities held by Private Advisory Group LLC:

  1. Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
  2. The table below lists top 200 holdings for the reported quarter.
  3. Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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Quarter: 2024Q4
Report Date Time: 2025-04-11 16:30:06
Total Holdings: 206
Assets Under Management (AUM) :
$876,463,872 ($876.46M)
Reporting Manager: Jonathan Bishopp
Address:

16880 NE 79TH STREET
REDMOND, WA 98052

Since : total money flow = , gains and losses =

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