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Portfolio (Quarterly) Guide ↗

Global Assets Advisory, LLC

· CIK 0001942932
13F Portfolio $349M AUM 506 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 288 New 92 Added 61 Reduced 93 Exited
Page 4 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 EWI ISHARES INC 8,990.0 $480K 0.14% +785.0 +9.6% $53.42 +10.2%
62 LIN LINDE PLC Basic Materials 927.0 $460K 0.13% +5.0 +0.5% $495.76 +4.0%
63 MCD MCDONALDS CORP Consumer Cyclical 1,456.0 $453K 0.13% +8.0 +0.6% $310.79 -11.9%
64 TJX TJX COS INC NEW Consumer Cyclical 2,829.0 $452K 0.13% +127.0 +4.7% $159.70 +3.4%
65 WPM WHEATON PRECIOUS METALS CORP Basic Materials 3,243.0 $425K 0.12% +115.0 +3.7% $131.00 -11.1%
66 IVW ISHARES TR 3,932.0 $411K 0.12% +544.0 +16.1% $104.57 +27.5%
67 KO COCA COLA CO Consumer Defensive 5,326.0 $405K 0.12% +38.0 +0.7% $76.05 +6.0%
68 DUK DUKE ENERGY CORP NEW Utilities 3,057.0 $400K 0.12% +293.0 +10.6% $130.92 -3.4%
69 IBIT ISHARES BITCOIN TRUST ETF Financial Services 10,410.0 $400K 0.11% +100.0 +1.0% $38.42 -11.8%
70 BAC BANK AMERICA CORP Financial Services 8,037.0 $392K 0.11% +1K +17.6% $48.75 +18.4%
71 MPC MARATHON PETE CORP Energy 1,539.0 $376K 0.11% +11.0 +0.7% $244.18 +1.0%
72 CAH CARDINAL HEALTH INC Healthcare 1,741.0 $368K 0.10% +170.0 +10.8% $211.34 +10.3%
73 CSCO CISCO SYS INC Technology 4,511.0 $350K 0.10% +741.0 +19.7% $77.60 +54.3%
74 AMAT APPLIED MATLS INC Technology 1,023.0 $349K 0.10% +10.0 +1.0% $341.63 +72.4%
75 VTR VENTAS INC Real Estate 4,215.0 $345K 0.10% +229.0 +5.8% $81.78 +4.4%
76 BUFR FIRST TR EXCHNG TRADED FD VI 9,137.0 $309K 0.09% +3K +38.6% $33.77 +7.1%
77 ARMOUR RESIDENTIAL REIT INC 18,315.0 $305K 0.09% +289.0 +1.6% $16.68
78 C CITIGROUP INC Financial Services 2,645.0 $300K 0.09% +248.0 +10.3% $113.41 +26.6%
79 XTWO BONDBLOXX ETF TRUST 6,067.0 $299K 0.09% +186.0 +3.2% $49.29 -0.8%
80 IWF ISHARES TR 700.0 $298K 0.09% +91.0 +14.9% $426.43 -71.9%
Page 4 of 5  ·  92 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 37.8%
Financial Services 13.2%
Energy 9.5%
Consumer Cyclical 9.2%
Communication Services 7.7%
Healthcare 7.5%
Industrials 5.9%
Consumer Defensive 3.6%
Utilities 2.9%
Real Estate 1.7%