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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 3 of 15  ·  288 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IWO ISHARES TR 1,479.0 $229K 0.07% NEW $155.11 +150.8%
42 LHX L3HARRIS TECHNOLOGIES INC Industrials 654.0 $226K 0.07% NEW $345.15 -16.8%
43 GD GENERAL DYNAMICS CORP Industrials 642.0 $220K 0.06% NEW $343.22 +0.3%
44 PM PHILIP MORRIS INTL INC Consumer Defensive 1,260.0 $208K 0.06% NEW $165.34 +8.1%
45 ENTERGY CORP NEW 1,802.0 $202K 0.06% NEW $112.36
46 IWD ISHARES TR 942.0 $201K 0.06% NEW $213.73 +12.8%
47 ROST ROSS STORES INC Consumer Cyclical 900.0 $195K 0.06% NEW $216.63 +5.5%
48 BKLN INVESCO EXCH TRADED FD TR II 9,496.0 $194K 0.06% NEW $20.41 -0.4%
49 AEP AMERICAN ELEC PWR CO INC Utilities 1,467.0 $192K 0.06% NEW $131.08 +3.0%
50 ETN EATON CORP PLC Industrials 528.0 $189K 0.05% NEW $357.67 +13.1%
51 DELL DELL TECHNOLOGIES INC Technology 1,150.0 $189K 0.05% NEW $164.13 +164.4%
52 YUM YUM BRANDS INC Consumer Cyclical 1,200.0 $187K 0.05% NEW $155.48 -2.5%
53 TMDX TRANSMEDICS GROUP INC Healthcare 1,870.0 $186K 0.05% NEW $99.41 -21.9%
54 IAU ISHARES GOLD TR Financial Services 2,094.0 $185K 0.05% NEW $88.16 -14.9%
55 JXN JACKSON FINANCIAL INC Financial Services 1,725.0 $182K 0.05% NEW $105.72 +1.1%
56 PPA INVESCO EXCHANGE TRADED FD T 1,694.0 $180K 0.05% NEW $106.01 +61.4%
57 CBOE CBOE GLOBAL MKTS INC Financial Services 624.0 $175K 0.05% NEW $281.20 -11.2%
58 VGLT VANGUARD SCOTTSDALE FDS 3,166.0 $175K 0.05% NEW $55.36 +0.6%
59 ALL ALLSTATE CORP Financial Services 836.0 $173K 0.05% NEW $207.34 +12.6%
60 MAIN MAIN STR CAP CORP Financial Services 3,209.0 $170K 0.05% NEW $52.96 -6.0%
Page 3 of 15  ·  288 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%