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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 6 of 29  ·  571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 V VISA INC Financial Services 9,745.0 $3.3M 0.08% +2K +23.6% $343.18 +11.9%
102 PM PHILIP MORRIS INTL INC Consumer Defensive 18,053.0 $3.3M 0.08% +2K +14.3% $180.93 +7.3%
103 NSA NATIONAL STORAGE AFFILIATES Real Estate 72,569.0 $3.2M 0.08% $44.47 -2.4%
104 PAPR INNOVATOR ETFS TRUST 75,972.0 $3.2M 0.08% +26K +53.2% $42.20 +1.7%
105 HD HOME DEPOT INC Consumer Cyclical 8,934.0 $3.2M 0.08% +358.0 +4.2% $352.83 -5.1%
106 PNOV INNOVATOR ETFS TRUST 68,525.0 $3.0M 0.07% +18K +35.0% $44.35 +2.1%
107 FTSM FIRST TR EXCHANGE-TRADED FD 50,793.0 $3.0M 0.07% -933.0 -1.8% $59.73 +0.3%
108 MU MICRON TECHNOLOGY INC Technology 2,602.0 $3.0M 0.07% +730.0 +39.0% $1156.03 -18.8%
109 DUK DUKE ENERGY CORP NEW Utilities 23,352.0 $3.0M 0.07% +4K +22.6% $126.60 -3.7%
110 SPMO INVESCO EXCH TRADED FD TR II 18,208.0 $2.9M 0.07% +14K +311.1% $161.55 -8.7%
111 RDVY FIRST TR EXCHANGE TRADED FD 36,103.0 $2.9M 0.07% -3K -7.6% $81.07 +1.7%
112 PAUG INNOVATOR ETFS TRUST 63,105.0 $2.9M 0.07% -168K -72.7% $45.64 +2.2%
113 IBM INTERNATIONAL BUSINESS MACHS Technology 10,236.0 $2.9M 0.07% -233.0 -2.2% $281.33 -18.3%
114 UNH UNITEDHEALTH GROUP INC Healthcare 6,777.0 $2.8M 0.07% +603.0 +9.8% $415.87 -3.6%
115 KO COCA COLA CO Consumer Defensive 34,253.0 $2.8M 0.07% +9K +38.4% $81.28 +10.8%
116 DGRO ISHARES TR 36,575.0 $2.8M 0.07% -718.0 -1.9% $75.79 +5.2%
117 CVX CHEVRON CORPORATION Energy 16,562.0 $2.7M 0.07% +3K +26.8% $165.79 +20.8%
118 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,835.0 $2.7M 0.07% $936.52 +2.1%
119 LMT LOCKHEED MARTIN CORP Industrials 5,113.0 $2.6M 0.06% -37.0 -0.7% $509.66 +11.0%
120 SCHG SCHWAB STRATEGIC TR 76,995.0 $2.6M 0.06% -58K -43.0% $33.84 +4.3%
Page 6 of 29  ·  571 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%