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Private Advisory Group LLC
RIA/Wealth
Private Advisory Group LLC is a RIA/Wealth based in Redmond, WA led by S Christopher Bean, reporting $1.3B in AUM as of Q3 2025 with MSFT as the largest holding (6% allocation).
CEOS Christopher Bean
- Portfolio Value
- $1.2B
- Positions
- 211
- Top Holding
- MSFT at 6.31%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Private Advisory Group LLC's portfolio (36.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $72.6M | 6.31% | +$1.6M Bought | 0.00% 140.3K shares | |
Semiconductors Technology | $67.9M | 5.89% | -$20.8M Sold | 0.00% 363.7K shares | |
Consumer Electronics Technology | $59.2M | 5.14% | -$2.3M Sold | 0.00% 232.4K shares | |
Specialty Retail Consumer Cyclical | $41.9M | 3.64% | -$1.7M Sold | 0.00% 190.7K shares | |
ETF ETF | $41.0M | 3.56% | +$14.8M Bought | — 68.2K shares | |
Internet Content & Information Communication Services | $34.9M | 3.03% | -$8.1M Sold | 0.00% 143.4K shares | |
ETF ETF | $29.0M | 2.52% | +$11.9M Bought | — 287.8K shares | |
Internet Content & Information Communication Services | $28.0M | 2.43% | -$3.9M Sold | 0.00% 38.2K shares | |
Semiconductors Technology | $24.0M | 2.09% | -$8.6M Sold | 0.00% 72.9K shares | |
Entertainment Communication Services | $23.6M | 2.05% | -$5.9M Sold | 0.00% 19.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Private Advisory Group LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Private Advisory Group LLC
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