ADVISOR GROUP HOLDINGS, INC.

Q1 2023 13F Holdings

  • Location
    phoenix, AZ
  • Num holdings

    7,518

  • Value ($000)

    $53,152,939

  • Date Filed
    05/12/2023
  • Form type
    13F-HR
  • CIK
    0001677044
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2023 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$1.99B
4 %

4,847,962

A
AAPL

APPLE INC

COM
037833100
$1.51B
3 %

9,138,340

M
MSFT

MICROSOFT CORP

COM
594918104
$771.63M
2 %

2,674,745

B
BSV

VANGUARD BD INDEX FDS

SHORT TRM BOND
921937827
$696.34M
1 %

9,101,660

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$691.99M
1 %

1,839,307

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$656.24M
1 %

2,548,625

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$586.95M
1 %

4,489,811

I
IUSB

ISHARES TR

CORE TOTAL USD
46434V613
$556.26M
1 %

12,052,227

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$547.44M
1 %

12,117,305

A
AMZN

AMAZON COM INC

COM
023135106
$467.40M
1 %

4,527,244

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