James D Sullivan
@Private Advisor Group, Llc
Latest period2024 - Q3ReportedManaged Assets$16.106BTotal holdings2395
Assets growth rate8.05%Assets growth rate (2-Q avg)7.59%Continuous growth in asset value4 quarters
Portfolio positions
This chart displays the top 10 holdings in Private Advisor Group, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 2395 positions.
Assets under management
The assets under management (AUM) of Private Advisor Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 16.106B in assets, with a quarterly growth rate of 8.05% and a 2-quarter average growth rate of 7.59%. The portfolio is managed by James D Sullivan, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
GSSTGoldman Sachs Etf Tr
| 0.01% | $398,474 7,869 shares@ $50.64 avg price | New Position |
QPFFAmerican Centy Etf Tr
| 0.01% | $397,537 10,434 shares@ $38.11 avg price | New Position |
INCMFranklin Templeton Etf Tr
| 0.01% | $381,502 14,036 shares@ $27.19 avg price | New Position |
DMXFIshares Tr
| 0.01% | $376,621 5,228 shares@ $72.04 avg price | New Position |
3896⤦Grayscale Ethereum Mini Tr E
| 0.01% | $366,230 150,094 shares@ $2.45 avg price | New Position |
LEUCentrus Energy Corp
| 0.01% | $348,137 6,347 shares@ $54.86 avg price | New Position |
COOPMr Cooper Group Inc
| 0.01% | $344,475 3,737 shares@ $92.18 avg price | New Position |
DINOHf Sinclair Corp
| 0.01% | $344,308 7,725 shares@ $44.58 avg price | New Position |
GDDYGodaddy Inc
| 0.01% | $342,805 2,187 shares@ $156.75 avg price | New Position |
PHYLPgim Etf Tr
| 0.01% | $339,768 9,490 shares@ $35.81 avg price | New Position |