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Private Advisory Group LLC Buys Alphabet Inc, JPMorgan Chase, Vanguard S&P 500, Sells Vanguard Financials, SPDR Bloomberg Barclays 1-3 Month T-Bill, SPDR Select Sector Fund - Energy Select Sector

Redmond, WA, based Investment company Private Advisory Group LLC (Current Portfolio) buys Alphabet Inc, JPMorgan Chase, Vanguard S&P 500, Verizon Communications Inc, Merck Inc, sells Vanguard Financials, SPDR Bloomberg Barclays 1-3 Month T-Bill, SPDR Select Sector Fund - Energy Select Sector, Target Corp, First Trust Low Duration Mortgage Opportunities ET during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Private Advisory Group LLC. As of 2020Q2, Private Advisory Group LLC owns 87 stocks with a total value of $212 million. These are the details of the buys and sells.

For the details of Private Advisory Group LLC's stock buys and sells, go to https://www.gurufocus.com/guru/private+advisory+group+llc/current-portfolio/portfolio

These are the top 5 holdings of Private Advisory Group LLC
  1. Amazon.com Inc (AMZN) - 5,617 shares, 7.31% of the total portfolio. Shares added by 0.59%
  2. Microsoft Corp (MSFT) - 75,481 shares, 7.25% of the total portfolio. Shares added by 5.88%
  3. Apple Inc (AAPL) - 40,946 shares, 7.05% of the total portfolio. Shares added by 1.25%
  4. Facebook Inc (FB) - 40,178 shares, 4.30% of the total portfolio. Shares reduced by 12.69%
  5. Alphabet Inc (GOOG) - 6,389 shares, 4.26% of the total portfolio. Shares added by 648.13%
New Purchase: Vanguard S&P 500 (VOO)

Private Advisory Group LLC initiated holding in Vanguard S&P 500. The purchase prices were between $226.15 and $297.17, with an estimated average price of $268.51. The stock is now traded at around $298.63. The impact to a portfolio due to this purchase was 2.31%. The holding were 17,310 shares as of .

New Purchase: Verizon Communications Inc (VZ)

Private Advisory Group LLC initiated holding in Verizon Communications Inc. The purchase prices were between $52.92 and $58.46, with an estimated average price of $56.2. The stock is now traded at around $55.84. The impact to a portfolio due to this purchase was 2.25%. The holding were 86,654 shares as of .

New Purchase: Merck & Co Inc (MRK)

Private Advisory Group LLC initiated holding in Merck & Co Inc. The purchase prices were between $73.8 and $83.98, with an estimated average price of $78.88. The stock is now traded at around $78.89. The impact to a portfolio due to this purchase was 2.09%. The holding were 57,273 shares as of .

New Purchase: Wells Fargo & Co (WFC)

Private Advisory Group LLC initiated holding in Wells Fargo & Co. The purchase prices were between $22.53 and $33.32, with an estimated average price of $27.42. The stock is now traded at around $26.20. The impact to a portfolio due to this purchase was 1.98%. The holding were 163,799 shares as of .

New Purchase: iShares Short Treasury Bond ETF (SHV)

Private Advisory Group LLC initiated holding in iShares Short Treasury Bond ETF. The purchase prices were between $110.71 and $111.02, with an estimated average price of $110.82. The stock is now traded at around $110.74. The impact to a portfolio due to this purchase was 1.92%. The holding were 36,761 shares as of .

New Purchase: MetLife Inc (MET)

Private Advisory Group LLC initiated holding in MetLife Inc. The purchase prices were between $27.72 and $43, with an estimated average price of $34.73. The stock is now traded at around $38.32. The impact to a portfolio due to this purchase was 1.2%. The holding were 69,705 shares as of .

Added: Alphabet Inc (GOOG)

Private Advisory Group LLC added to a holding in Alphabet Inc by 648.13%. The purchase prices were between $1097.88 and $1465.85, with an estimated average price of $1345.56. The stock is now traded at around $1558.42. The impact to a portfolio due to this purchase was 3.69%. The holding were 6,389 shares as of .

Added: JPMorgan Chase & Co (JPM)

Private Advisory Group LLC added to a holding in JPMorgan Chase & Co by 1599.43%. The purchase prices were between $84.03 and $113.45, with an estimated average price of $94.84. The stock is now traded at around $99.41. The impact to a portfolio due to this purchase was 2.74%. The holding were 65,666 shares as of .

Added: Vanguard Value (VTV)

Private Advisory Group LLC added to a holding in Vanguard Value by 114.85%. The purchase prices were between $85.23 and $110.16, with an estimated average price of $97.96. The stock is now traded at around $104.11. The impact to a portfolio due to this purchase was 0.63%. The holding were 25,086 shares as of .

Added: Visa Inc (V)

Private Advisory Group LLC added to a holding in Visa Inc by 163.45%. The purchase prices were between $151.85 and $200.48, with an estimated average price of $182.35. The stock is now traded at around $196.48. The impact to a portfolio due to this purchase was 0.24%. The holding were 4,310 shares as of .

Added: iShares Dow Jones U.S. (IYY)

Private Advisory Group LLC added to a holding in iShares Dow Jones U.S. by 67.88%. The purchase prices were between $120.21 and $159.92, with an estimated average price of $143.61. The stock is now traded at around $161.26. The impact to a portfolio due to this purchase was 0.22%. The holding were 7,585 shares as of .

Added: Hyatt Hotels Corp (H)

Private Advisory Group LLC added to a holding in Hyatt Hotels Corp by 26.22%. The purchase prices were between $39.92 and $67.5, with an estimated average price of $53.15. The stock is now traded at around $51.67. The impact to a portfolio due to this purchase was 0.03%. The holding were 6,153 shares as of .

Sold Out: Vanguard Financials (VFH)

Private Advisory Group LLC sold out a holding in Vanguard Financials. The sale prices were between $47.38 and $65.88, with an estimated average price of $55.5.

Sold Out: SPDR Bloomberg Barclays 1-3 Month T-Bill (BIL)

Private Advisory Group LLC sold out a holding in SPDR Bloomberg Barclays 1-3 Month T-Bill. The sale prices were between $91.52 and $91.57, with an estimated average price of $91.54.

Sold Out: SPDR Select Sector Fund - Energy Select Sector (XLE)

Private Advisory Group LLC sold out a holding in SPDR Select Sector Fund - Energy Select Sector. The sale prices were between $27.62 and $46.86, with an estimated average price of $37.03.

Sold Out: Target Corp (TGT)

Private Advisory Group LLC sold out a holding in Target Corp. The sale prices were between $92.57 and $125.2, with an estimated average price of $113.71.

Sold Out: First Trust Low Duration Mortgage Opportunities ET (LMBS)

Private Advisory Group LLC sold out a holding in First Trust Low Duration Mortgage Opportunities ET. The sale prices were between $51 and $51.83, with an estimated average price of $51.62.

Sold Out: Vanguard Small-Cap (VB)

Private Advisory Group LLC sold out a holding in Vanguard Small-Cap. The sale prices were between $106.26 and $156.76, with an estimated average price of $133.91.



Here is the complete portfolio of Private Advisory Group LLC. Also check out:

1. Private Advisory Group LLC's Undervalued Stocks
2. Private Advisory Group LLC's Top Growth Companies, and
3. Private Advisory Group LLC's High Yield stocks
4. Stocks that Private Advisory Group LLC keeps buying

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