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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 7 of 29  ·  571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BLUEROCK PVT REAL ESTATE FD 193,822.0 $2.5M 0.06% NEW $13.01
122 ABBV ABBVIE INC Healthcare 9,774.0 $2.5M 0.06% +2K +18.3% $251.70 +4.4%
123 PSEP INNOVATOR ETFS TRUST 53,273.0 $2.5M 0.06% +5K +9.8% $46.05 +1.6%
124 VRP INVESCO EXCH TRADED FD TR II 99,693.0 $2.4M 0.06% -101K -50.3% $24.32 -0.7%
125 MUB ISHARES TR 21,367.0 $2.3M 0.06% +3K +17.4% $107.62 -2.0%
126 BK BANK OF NY MELLON CORP Financial Services 15,745.0 $2.3M 0.06% +2K +12.2% $144.62 -1.9%
127 SOXX ISHARES TR 3,477.0 $2.2M 0.06% -880.0 -20.2% $641.16 -19.6%
128 FTCS FIRST TR EXCHANGE-TRADED FD 23,177.0 $2.2M 0.05% -2K -9.0% $93.92 +8.4%
129 IYW ISHARES TR 8,609.0 $2.2M 0.05% -401.0 -4.5% $252.26 -2.2%
130 INTC INTEL CORP Technology 15,504.0 $2.2M 0.05% +8K +118.8% $139.65 -36.8%
131 BAC BANK OF AMER CORP Financial Services 37,478.0 $2.1M 0.05% +576.0 +1.6% $56.98 +9.2%
132 JBBB JANUS DETROIT STR TR 44,309.0 $2.1M 0.05% +10K +27.7% $47.35 +0.5%
133 SHW SHERWIN WILLIAMS CO Basic Materials 6,071.0 $2.1M 0.05% -131.0 -2.1% $344.33 +1.3%
134 DE DEERE & CO Industrials 3,250.0 $2.1M 0.05% -10K -75.6% $634.86 -0.0%
135 SGOV ISHARES TR 20,304.0 $2.0M 0.05% +4K +21.9% $100.67 -0.0%
136 MPC MARATHON PETE CORP Energy 7,968.0 $2.0M 0.05% -161.0 -2.0% $255.75 +41.6%
137 DIA STATE STR SPDR DOW JONES IND Financial Services 3,815.0 $2.0M 0.05% -891.0 -18.9% $522.72 +2.2%
138 MS MORGAN STANLEY Financial Services 9,219.0 $1.9M 0.05% +921.0 +11.1% $209.09 +2.4%
139 MGK VANGUARD WORLD FD 21,398.0 $1.9M 0.05% +18K +536.3% $87.92 +1.1%
140 MA MASTERCARD INCORPORATED Financial Services 3,631.0 $1.9M 0.05% -108.0 -2.9% $514.13 +16.4%
Page 7 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%