ADVISOR GROUP HOLDINGS, INC.
Q1 2023 13F Holdings
- Locationphoenix, AZ
- Num holdings
7,518
- Value ($000)
$53,152,939
- Date Filed05/12/2023
- Form type13F-HR
- CIK0001677044
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2023 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $1.99B | 4 % | 4,847,962 | ||
AAPL APPLE INC | COM | 037833100 | $1.51B | 3 % | 9,138,340 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $771.63M | 2 % | 2,674,745 | ||
BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $696.34M | 1 % | 9,101,660 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $691.99M | 1 % | 1,839,307 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $656.24M | 1 % | 2,548,625 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $586.95M | 1 % | 4,489,811 | ||
IUSB ISHARES TR | CORE TOTAL USD | 46434V613 | $556.26M | 1 % | 12,052,227 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $547.44M | 1 % | 12,117,305 | ||
AMZN AMAZON COM INC | COM | 023135106 | $467.40M | 1 % | 4,527,244 |
Rows Per Page
1 - 10 of 751810
- 10
- 50
- 100