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Portfolio (Quarterly) Guide ↗

Advisory Alpha, LLC

· CIK 0001576762
13F Portfolio $4.1B AUM 571 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 69 New 271 Added 163 Reduced 43 Exited
Page 4 of 14  ·  271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 JEPI J P MORGAN EXCHANGE TRADED F 62,147.0 $3.5M 0.09% +9K +17.7% $56.48 +3.0%
62 KLAC KLA CORP Technology 11,345.0 $3.4M 0.08% +10K +893.4% $301.74 -39.1%
63 IVV ISHARES TR 4,534.0 $3.4M 0.08% +507.0 +12.6% $749.43 +2.7%
64 PANW PALO ALTO NETWORKS INC Technology 9,818.0 $3.3M 0.08% +3K +54.1% $341.03 -0.5%
65 V VISA INC Financial Services 9,745.0 $3.3M 0.08% +2K +23.6% $343.18 +11.9%
66 PM PHILIP MORRIS INTL INC Consumer Defensive 18,053.0 $3.3M 0.08% +2K +14.3% $180.93 +7.3%
67 PAPR INNOVATOR ETFS TRUST 75,972.0 $3.2M 0.08% +26K +53.2% $42.20 +1.6%
68 HD HOME DEPOT INC Consumer Cyclical 8,934.0 $3.2M 0.08% +358.0 +4.2% $352.83 -5.1%
69 PNOV INNOVATOR ETFS TRUST 68,525.0 $3.0M 0.07% +18K +35.0% $44.35 +2.2%
70 MU MICRON TECHNOLOGY INC Technology 2,602.0 $3.0M 0.07% +730.0 +39.0% $1156.03 -18.8%
71 DUK DUKE ENERGY CORP NEW Utilities 23,352.0 $3.0M 0.07% +4K +22.6% $126.60 -3.7%
72 SPMO INVESCO EXCH TRADED FD TR II 18,208.0 $2.9M 0.07% +14K +311.1% $161.55 -8.7%
73 UNH UNITEDHEALTH GROUP INC Healthcare 6,777.0 $2.8M 0.07% +603.0 +9.8% $415.87 -3.6%
74 KO COCA COLA CO Consumer Defensive 34,253.0 $2.8M 0.07% +9K +38.4% $81.28 +10.8%
75 CVX CHEVRON CORPORATION Energy 16,562.0 $2.7M 0.07% +3K +26.8% $165.79 +20.8%
76 ABBV ABBVIE INC Healthcare 9,774.0 $2.5M 0.06% +2K +18.3% $251.70 +4.4%
77 PSEP INNOVATOR ETFS TRUST 53,273.0 $2.5M 0.06% +5K +9.8% $46.05 +1.6%
78 MUB ISHARES TR 21,367.0 $2.3M 0.06% +3K +17.4% $107.62 -2.0%
79 BK BANK OF NY MELLON CORP Financial Services 15,745.0 $2.3M 0.06% +2K +12.2% $144.62 -0.6%
80 INTC INTEL CORP Technology 15,504.0 $2.2M 0.05% +8K +118.8% $139.65 -36.8%
Page 4 of 14  ·  271 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.1%
Financial Services 13.5%
Industrials 10.6%
Consumer Cyclical 10.6%
Healthcare 7.2%
Communication Services 6.8%
Consumer Defensive 6.1%
Utilities 4.0%
Energy 3.8%
Real Estate 1.8%