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Advisor Group Holdings, Inc.
Advisor Group Holdings, Inc. (now operating as Osaic) is a leading wealth management platform and network of independent financial advisors in the US. It offers securities and investment advisory services through a network of broker-dealers and registered investment advisers, serving independent financial professionals and institutions.
Investment Strategy
The firm invests in a diversified portfolio of US-listed equities, ETFs, and selected fixed income products, including top holdings such as Apple, iShares Core S&P 500 ETF, NVIDIA, Microsoft, and Invesco QQQ Trust. The portfolio is constructed based on client advisory strategies, with both core and active positions adjusted quarterly.
Latest 13F Filing Activity
Advisor Group Holdings, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 7,081 equity positions with a total 13F market value of $56B. The fund increased holdings in Vidia Corporation, Orthern LTS FD TR IV, Icrosoft Corp. among other positions. Advisor Group Holdings, Inc. reduced exposure to Acer FDS TR, Pple Inc., Irst TR Exchng Traded FD VI among others.
Top Holdings
Equity Positions (7,081)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | VIDIA CORPORATION | 2.25% | $1.26B | 8,203,220 | $34.40 | $157.99 | +$434.8M |
A AAPL | PPLE INC | 2.23% | $1.25B | 6,102,220 | $106.61 | $205.17 | -$80.8M |
I IVV | SHARES TR | 1.90% | $1.07B | 1,721,592 | $419.12 | $620.90 | +$145.7M |
M MSFT | ICROSOFT CORP | 1.85% | $1.04B | 2,139,090 | $270.78 | $497.41 | +$321.9M |
Q QQQ | NVESCO QQQ TR | 1.60% | $898.0M | 1,626,136 | $256.47 | $551.64 | +$139.1M |
Industry Allocation
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