Private Advisory Group LLC Quant / Systematic

CIK: 0001632965 · Show all filings

Period: Q4 2016 (Next →)

Filing Date: May 24, 2017

Total Value ($000): $115,827

Holdings (129)

IVW ISHARES TR 6.0%
Value ($000) $6,922 Shares 56,832 Est. Cost $121.80 Unrealized
DIA SPDR DOW JONES INDL AVRG ETF 4.0%
Value ($000) $4,671 Shares 23,648 Est. Cost $197.52 Unrealized
EFA ISHARES TR 4.0%
Value ($000) $4,583 Shares 79,390 Est. Cost $57.73 Unrealized
IVV ISHARES TR 3.5%
Value ($000) $4,068 Shares 18,080 Est. Cost $225.00 Unrealized
SPY SPDR S&P 500 ETF TR 3.5%
Value ($000) $4,052 Shares 18,128 Est. Cost $223.52 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 3.0%
Value ($000) $3,465 Shares 66,256 Est. Cost $52.30 Unrealized
AMZN AMAZON COM INC 2.9%
Value ($000) $3,353 Shares 4,471 Est. Cost $39.18 Unrealized 0.0%
IJR ISHARES TR 2.4%
Value ($000) $2,821 Shares 20,516 Est. Cost $137.50 Unrealized
IYH ISHARES TR 2.4%
Value ($000) $2,768 Shares 19,203 Est. Cost $144.14 Unrealized
LQDH ISHARES U S ETF TR 2.3%
Value ($000) $2,630 Shares 27,961 Est. Cost $94.06 Unrealized
IDV ISHARES TR 2.2%
Value ($000) $2,533 Shares 85,692 Est. Cost $29.56 Unrealized
AGG ISHARES TR 2.2%
Value ($000) $2,519 Shares 23,311 Est. Cost $108.06 Unrealized
PSK SPDR SER TR 2.0%
Value ($000) $2,293 Shares 54,654 Est. Cost $41.95 Unrealized
BND VANGUARD BD INDEX FD INC 2.0%
Value ($000) $2,266 Shares 28,054 Est. Cost $80.77 Unrealized
EMLP FIRST TR EXCHANGE TRADED FD 1.8%
Value ($000) $2,103 Shares 83,332 Est. Cost $25.24 Unrealized
PFF ISHARES TR 1.8%
Value ($000) $2,101 Shares 56,454 Est. Cost $37.22 Unrealized
MTUM ISHARES TR 1.6%
Value ($000) $1,839 Shares 24,245 Est. Cost $75.85 Unrealized
IJT ISHARES TR 1.5%
Value ($000) $1,738 Shares 11,589 Est. Cost $149.97 Unrealized
TOTL SSGA ACTIVE ETF TR 1.5%
Value ($000) $1,705 Shares 35,238 Est. Cost $48.39 Unrealized
POWERSHARES ETF TR II 1.4%
Value ($000) $1,591 Shares 64,657 Est. Cost $24.61 Unrealized
BP BP PLC 1.3%
Value ($000) $1,552 Shares 41,531 Est. Cost $37.37 Unrealized
MSFT MICROSOFT INC 1.3%
Value ($000) $1,540 Shares 24,781 Est. Cost $53.94 Unrealized 0.0%
VFH VANGUARD WORLD FDS 1.3%
Value ($000) $1,454 Shares 24,493 Est. Cost $59.36 Unrealized
VO VANGUARD INDEX FDS 1.3%
Value ($000) $1,451 Shares 11,025 Est. Cost $131.61 Unrealized
GENERAL ELECTRIC COMPANY 1.2%
Value ($000) $1,363 Shares 43,147 Est. Cost $31.59 Unrealized
CVX CHEVRON CORP 1.1%
Value ($000) $1,285 Shares 10,917 Est. Cost $73.80 Unrealized 0.0%
RWR SPDR SER TR 1.1%
Value ($000) $1,255 Shares 13,440 Est. Cost $93.38 Unrealized
META FACEBOOK INC 1.1%
Value ($000) $1,251 Shares 10,874 Est. Cost $121.96 Unrealized 0.0%
VAW VANGUARD WORLD FDS 1.0%
Value ($000) $1,124 Shares 9,999 Est. Cost $112.41 Unrealized
LUV SOUTHWEST AIRLINES 0.9%
Value ($000) $1,053 Shares 21,125 Est. Cost $40.16 Unrealized 0.0%
POWERSHS DB MULTI SECT COMM 0.9%
Value ($000) $1,041 Shares 107,494 Est. Cost $9.68 Unrealized
BOND PIMCO ETF TR 0.9%
Value ($000) $1,027 Shares 9,860 Est. Cost $104.16 Unrealized
XLV SELECT SECTOR SPDR TR 0.9%
Value ($000) $1,011 Shares 14,662 Est. Cost $68.95 Unrealized
ISHARES TR 0.9%
Value ($000) $1,007 Shares 29,968 Est. Cost $33.60 Unrealized
AAPL APPLE INC 0.8%
Value ($000) $937 Shares 8,089 Est. Cost $26.09 Unrealized 0.0%
VIOO VANGUARD ADMIRAL FDS INC 0.8%
Value ($000) $927 Shares 7,449 Est. Cost $124.45 Unrealized
IVOV VANGUARD ADMIRAL FDS INC 0.8%
Value ($000) $918 Shares 8,330 Est. Cost $110.20 Unrealized
RYDEX ETF TRUST 0.8%
Value ($000) $914 Shares 10,547 Est. Cost $86.66 Unrealized
VZ VERIZON COMMUNICATION 0.8%
Value ($000) $898 Shares 16,822 Est. Cost $30.99 Unrealized 0.0%
ROYAL BK SCOTLAND GROUP PLC 0.8%
Value ($000) $894 Shares 35,346 Est. Cost $25.29 Unrealized
MAR MARRIOT INTERNATIONAL 0.8%
Value ($000) $885 Shares 10,708 Est. Cost $69.39 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $868 Shares 7,535 Est. Cost $89.71 Unrealized 0.0%
EMR EMERSON ELECTRIC CO 0.7%
Value ($000) $859 Shares 15,405 Est. Cost $42.86 Unrealized 0.0%
VHT VANGUARD WORLD FDS 0.7%
Value ($000) $817 Shares 6,441 Est. Cost $126.84 Unrealized
FTSL FIRST TR EXCHANGE TRADED FD 0.7%
Value ($000) $791 Shares 16,293 Est. Cost $48.55 Unrealized
TGT TARGET CORPORATION 0.7%
Value ($000) $771 Shares 10,669 Est. Cost $55.35 Unrealized 0.0%
EUHY ISHARES TR 0.6%
Value ($000) $742 Shares 16,186 Est. Cost $45.84 Unrealized
BK BANK OF NEW YORK 0.6%
Value ($000) $733 Shares 15,479 Est. Cost $35.50 Unrealized 0.0%
HPE HEWLETT PACKARD ENTERPRISE C 0.6%
Value ($000) $720 Shares 31,099 Est. Cost $10.23 Unrealized 0.0%
SPTS SPDR SER TR 0.6%
Value ($000) $708 Shares 25,571 Est. Cost $27.69 Unrealized
CAT CATERPILLAR INC 0.6%
Value ($000) $690 Shares 7,445 Est. Cost $73.74 Unrealized 0.0%
VNQ VANGUARD INDEX FDS 0.5%
Value ($000) $577 Shares 6,993 Est. Cost $82.51 Unrealized
ALG ALAMO GROUP INC 0.5%
Value ($000) $563 Shares 7,400 Est. Cost $66.96 Unrealized 0.0%
POWERSHS DB MULTI SECT COMM 0.5%
Value ($000) $538 Shares 36,067 Est. Cost $14.92 Unrealized
BARCLAYS BK PLC 0.4%
Value ($000) $521 Shares 22,005 Est. Cost $23.68 Unrealized
UGA UNITED STS GASOLINE FD LP 0.4%
Value ($000) $515 Shares 16,428 Est. Cost $31.35 Unrealized
POWERSHARES ETF TRUST 0.4%
Value ($000) $498 Shares 11,852 Est. Cost $42.02 Unrealized
BARCLAYS BK PLC 0.4%
Value ($000) $477 Shares 39,433 Est. Cost $12.10 Unrealized
RITM NEW RESIDENTIAL INVT CORP 0.4%
Value ($000) $468 Shares 29,693 Est. Cost $15.76 Unrealized
HPQ HP INC 0.4%
Value ($000) $462 Shares 31,100 Est. Cost $11.22 Unrealized 0.0%
XLI SELECT SECTOR SPDR TR 0.4%
Value ($000) $435 Shares 6,996 Est. Cost $62.18 Unrealized
FV FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $427 Shares 21,837 Est. Cost $19.55 Unrealized
BARCLAYS BK PLC 0.4%
Value ($000) $412 Shares 8,673 Est. Cost $47.50 Unrealized
NVDA NVIDIA CORP 0.4%
Value ($000) $411 Shares 3,851 Est. Cost $2.06 Unrealized 0.0%
RDVY FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $389 Shares 16,907 Est. Cost $23.01 Unrealized
CLAYMORE EXCHANGE TRD FD TR 0.3%
Value ($000) $389 Shares 16,030 Est. Cost $24.27 Unrealized
CLAYMORE EXCHANGE TRD FD TR 0.3%
Value ($000) $388 Shares 15,517 Est. Cost $25.00 Unrealized
CLAYMORE EXCHANGE TRD FD TR 0.3%
Value ($000) $386 Shares 15,624 Est. Cost $24.71 Unrealized
CLAYMORE EXCHANGE TRD FD TR 0.3%
Value ($000) $383 Shares 14,536 Est. Cost $26.35 Unrealized
CLAYMORE EXCHANGE TRD FD TR 0.3%
Value ($000) $379 Shares 15,692 Est. Cost $24.15 Unrealized
CLAYMORE EXCHANGE TRD FD TR 0.3%
Value ($000) $376 Shares 14,572 Est. Cost $25.80 Unrealized
CLAYMORE EXCHANGE TRD FD TR 0.3%
Value ($000) $374 Shares 14,847 Est. Cost $25.19 Unrealized
REGL PROSHARES TR 0.3%
Value ($000) $343 Shares 6,808 Est. Cost $50.38 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.3%
Value ($000) $343 Shares 1,136 Est. Cost $301.94 Unrealized
POWERSHARES ETF TR II 0.3%
Value ($000) $341 Shares 7,857 Est. Cost $43.40 Unrealized
XLE SELECT SECTOR SPDR TR 0.3%
Value ($000) $340 Shares 4,514 Est. Cost $75.32 Unrealized
XTN SPDR SER TR 0.3%
Value ($000) $337 Shares 6,246 Est. Cost $53.95 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $332 Shares 4,183 Est. Cost $79.37 Unrealized
NAVI NAVIENT CORP 0.3%
Value ($000) $329 Shares 19,999 Est. Cost $15.55 Unrealized 0.0%
VTV VANGUARD INDEX FDS 0.3%
Value ($000) $327 Shares 3,512 Est. Cost $93.11 Unrealized
QCOM QUALCOMM INC 0.3%
Value ($000) $326 Shares 4,994 Est. Cost $52.25 Unrealized 0.0%
CRESTWOOD EQUITY PARTNERS 0.3%
Value ($000) $321 Shares 12,575 Est. Cost $25.53 Unrealized
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $320 Shares 2,001 Est. Cost $129.15 Unrealized 0.0%
TECK TECK RESOURCES LTD 0.3%
Value ($000) $316 Shares 15,798 Est. Cost $21.64 Unrealized 0.0%
BAC BANK OF AMERICA CORP 0.3%
Value ($000) $316 Shares 14,295 Est. Cost $15.68 Unrealized 0.0%
BIZD VANECK VECTORS ETF TR 0.3%
Value ($000) $315 Shares 17,469 Est. Cost $18.03 Unrealized
QTEC FIRST TR NASDAQ100 TECH INDE 0.3%
Value ($000) $311 Shares 5,910 Est. Cost $52.62 Unrealized
POWERSHARES ETF TRUST 0.3%
Value ($000) $305 Shares 7,021 Est. Cost $43.44 Unrealized
ALLERGAN INC 0.3%
Value ($000) $299 Shares 1,425 Est. Cost $209.82 Unrealized
XME SPDR SER TR 0.3%
Value ($000) $298 Shares 9,800 Est. Cost $30.41 Unrealized
AlLPS ETF TR 0.3%
Value ($000) $293 Shares 23,256 Est. Cost $12.60 Unrealized
KSS KOHLS CORP 0.3%
Value ($000) $292 Shares 5,920 Est. Cost $49.49 Unrealized 0.0%
POWERSHARES ETF TRUST II 0.3%
Value ($000) $292 Shares 7,762 Est. Cost $37.62 Unrealized
OKE ONEOK INC 0.3%
Value ($000) $290 Shares 5,050 Est. Cost $30.05 Unrealized 0.0%
HP HELMERICH & PAYNE INC 0.2%
Value ($000) $262 Shares 3,388 Est. Cost $71.03 Unrealized 0.0%
PAA PLAINS ALL AMERN PIPELINE L 0.2%
Value ($000) $262 Shares 8,117 Est. Cost $32.28 Unrealized
EBIX INC 0.2%
Value ($000) $254 Shares 4,446 Est. Cost $57.13 Unrealized
CONTINENTAL RESOURCES 0.2%
Value ($000) $254 Shares 4,919 Est. Cost $51.64 Unrealized
CSCO CISCO SYS INC 0.2%
Value ($000) $253 Shares 8,348 Est. Cost $23.05 Unrealized 0.0%
NUE NUCOR CORP 0.2%
Value ($000) $245 Shares 4,116 Est. Cost $45.63 Unrealized 0.0%
MU MICRON TECHNOLOGY 0.2%
Value ($000) $245 Shares 11,192 Est. Cost $18.33 Unrealized 0.0%
WESTMORELAND COAL CO 0.2%
Value ($000) $245 Shares 13,884 Est. Cost $17.65 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.2%
Value ($000) $245 Shares 4,715 Est. Cost $43.55 Unrealized 0.0%
POWERSHARES ETF TR II 0.2%
Value ($000) $239 Shares 8,744 Est. Cost $27.33 Unrealized
WDC WESTERN DIGITAL CORP 0.2%
Value ($000) $233 Shares 3,432 Est. Cost $40.87 Unrealized 0.0%
MTB M & T BK CORP 0.2%
Value ($000) $233 Shares 1,490 Est. Cost $104.02 Unrealized 0.0%
UNITED STATES OIL 0.2%
Value ($000) $232 Shares 19,822 Est. Cost $11.70 Unrealized
EME EMCOR GROUP INC 0.2%
Value ($000) $231 Shares 3,258 Est. Cost $63.22 Unrealized 0.0%
PTEN PATTERSON UTI ENERGY INC 0.2%
Value ($000) $231 Shares 8,574 Est. Cost $24.70 Unrealized 0.0%
XLP SELECT SECTOR SPDR TR 0.2%
Value ($000) $230 Shares 4,441 Est. Cost $51.79 Unrealized
INPHI CORP 0.2%
Value ($000) $228 Shares 5,106 Est. Cost $44.65 Unrealized
WIX WIX COM LTD 0.2%
Value ($000) $226 Shares 5,075 Est. Cost $45.11 Unrealized 0.0%
US SILICA HOLDINGS 0.2%
Value ($000) $225 Shares 3,978 Est. Cost $56.56 Unrealized
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $223 Shares 9,611 Est. Cost $23.20 Unrealized
CRUS CIRRUS LOGIC INC 0.2%
Value ($000) $221 Shares 3,901 Est. Cost $55.37 Unrealized 0.0%
V VISA INC 0.2%
Value ($000) $221 Shares 2,833 Est. Cost $75.44 Unrealized 0.0%
HAL HALLIBURTON CO 0.2%
Value ($000) $220 Shares 4,062 Est. Cost $41.70 Unrealized 0.0%
POWERSHARES QQQ TRUST 0.2%
Value ($000) $217 Shares 1,831 Est. Cost $118.51 Unrealized
SHOP SHOPIFY INC 0.2%
Value ($000) $217 Shares 5,070 Est. Cost $4.20 Unrealized 0.0%
BlLUCORA INC 0.2%
Value ($000) $216 Shares 14,650 Est. Cost $14.74 Unrealized
AAOI APPLIED OPTOELECTRONICS INC 0.2%
Value ($000) $215 Shares 9,189 Est. Cost $23.17 Unrealized 0.0%
MS MORGAN STANLEY 0.2%
Value ($000) $214 Shares 5,082 Est. Cost $29.14 Unrealized 0.0%
EXEL EXELIXIS INC 0.2%
Value ($000) $213 Shares 14,293 Est. Cost $14.43 Unrealized 0.0%
VIOG VANGUARD ADMIRAL FDS INC 0.2%
Value ($000) $210 Shares 1,639 Est. Cost $128.13 Unrealized
ARISTA NETWORKS INC 0.2%
Value ($000) $204 Shares 2,109 Est. Cost $96.73 Unrealized
FORUM ENERGY TECHNOLOGIES INC 0.2%
Value ($000) $203 Shares 9,239 Est. Cost $21.97 Unrealized
TXN TEXAS INSTRUMENTS 0.2%
Value ($000) $203 Shares 2,778 Est. Cost $55.48 Unrealized 0.0%
IYT ISHARES TR 0.2%
Value ($000) $201 Shares 1,236 Est. Cost $162.62 Unrealized
FPE FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $195 Shares 10,287 Est. Cost $18.96 Unrealized