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Portfolio (Quarterly) Guide ↗

Advisory Alpha, LLC

· CIK 0001576762
13F Portfolio $3.7B AUM 545 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 59 New 284 Added 140 Reduced 33 Exited
Page 15 of 28  ·  545 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 IMTM ISHARES TR 13,003.0 $624K 0.02% $48.02 +9.9%
282 PSX PHILLIPS 66 Energy 3,414.0 $622K 0.02% +241.0 +7.6% $182.29 -1.6%
283 CTRA COTERRA ENERGY INC Energy 17,688.0 $622K 0.02% +4K +29.6% $35.14 -7.3%
284 ZTS ZOETIS INC Healthcare 5,255.0 $621K 0.02% +677.0 +14.8% $118.24 -32.6%
285 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,247.0 $613K 0.02% +272.0 +27.9% $491.76 -8.1%
286 VXUS VANGUARD STAR FDS 7,915.0 $610K 0.02% -2K -20.3% $77.12 +9.7%
287 RSG REPUBLIC SVCS INC Industrials 2,772.0 $607K 0.02% +532.0 +23.8% $219.08 -3.1%
288 VDE VANGUARD WORLD FD 3,509.0 $607K 0.02% NEW $173.06 -3.3%
289 EFIV SPDR SERIES TRUST 9,535.0 $601K 0.02% +1K +12.2% $63.08 +13.9%
290 MDLZ MONDELEZ INTL INC Consumer Defensive 10,412.0 $600K 0.02% +382.0 +3.8% $57.64 +6.7%
291 TDY TELEDYNE TECHNOLOGIES INC Technology 988.0 $598K 0.02% +129.0 +15.0% $605.07 +1.5%
292 LVS LAS VEGAS SANDS CORP Consumer Cyclical 10,970.0 $591K 0.02% +2K +18.4% $53.88 -8.2%
293 JIVE J P MORGAN EXCHANGE TRADED F 6,835.0 $585K 0.02% NEW $85.64 +7.9%
294 PPL PPL CORP Utilities 15,125.0 $578K 0.02% +2K +19.4% $38.20 -7.2%
295 EIX EDISON INTL Utilities 7,840.0 $574K 0.02% +2K +31.2% $73.18 -3.9%
296 L LOEWS CORP Financial Services 5,351.0 $571K 0.02% +790.0 +17.3% $106.76 +2.3%
297 XMHQ INVESCO EXCHANGE TRADED FD T 5,511.0 $570K 0.02% $103.37 +4.0%
298 ERIE ERIE INDTY CO Financial Services 2,262.0 $569K 0.02% +484.0 +27.2% $251.33 -10.6%
299 ISHARES TR 10,052.0 $566K 0.01% $56.28
300 NRG NRG ENERGY INC Utilities 3,866.0 $565K 0.01% +700.0 +22.1% $146.21 -6.4%
Page 15 of 28  ·  545 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 30.2%
Financial Services 14.1%
Consumer Cyclical 10.9%
Industrials 10.8%
Communication Services 9.9%
Healthcare 6.9%
Consumer Defensive 5.4%
Energy 4.8%
Utilities 3.9%
Real Estate 1.7%