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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 7 of 15  ·  288 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 EFC ELLINGTON FINANCIAL INC Real Estate 8,417.0 $100K 0.03% NEW $11.85 +15.2%
122 BLUEROCK PVT REAL ESTATE FD 6,000.0 $100K 0.03% NEW $16.61
123 MO ALTRIA GROUP INC Consumer Defensive 1,496.0 $99K 0.03% NEW $65.99 +10.2%
124 PPTY ETF SER SOLUTIONS 3,471.0 $97K 0.03% NEW $28.00 +21.4%
125 XEL XCEL ENERGY INC Utilities 1,210.0 $96K 0.03% NEW $79.44 +3.2%
126 HIG HARTFORD INSURANCE GROUP INC Financial Services 704.0 $95K 0.03% NEW $135.23 -1.5%
127 CLX CLOROX CO DEL Consumer Defensive 906.0 $94K 0.03% NEW $103.63 -7.5%
128 EFV ISHARES TR 1,256.0 $93K 0.03% NEW $74.35 +2.7%
129 PDEC INNOVATOR ETFS TRUST 2,197.0 $93K 0.03% NEW $42.50 +7.3%
130 MRK MERCK & CO INC Healthcare 772.0 $93K 0.03% NEW $120.29 +2.9%
131 SO SOUTHERN CO Utilities 947.0 $91K 0.03% NEW $96.52 -0.4%
132 IWR ISHARES TR 631.0 $90K 0.03% NEW $142.43 -22.5%
133 BLV VANGUARD BD INDEX FDS 6,074.0 $90K 0.03% NEW $14.76 +372.1%
134 INTU INTUIT Technology 207.0 $90K 0.03% NEW $432.57 -40.0%
135 MPLX MPLX LP Energy 1,538.0 $88K 0.03% NEW $57.05 -0.4%
136 MYCN SSGA ACTIVE TR 2,132.0 $87K 0.03% NEW $40.78 -39.7%
137 IRT INDEPENDENCE RLTY TR INC Real Estate 5,820.0 $87K 0.03% NEW $14.89 +11.9%
138 ESGD ISHARES TR 882.0 $84K 0.02% NEW $95.62 +7.1%
139 M MACYS INC Consumer Cyclical 4,650.0 $84K 0.02% NEW $18.09 +42.6%
140 TT TRANE TECHNOLOGIES PLC Industrials 201.0 $84K 0.02% NEW $416.74 +20.7%
Page 7 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%