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Portfolio (Quarterly) Guide ↗

Global Assets Advisory, LLC

· CIK 0001942932
13F Portfolio $458M AUM 322 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 117 New 112 Added 72 Reduced 272 Exited
Page 11 of 17  ·  322 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 VWOB VANGUARD WHITEHALL FDS 7,110.0 $476K 0.10% NEW $66.89 -1.0%
202 CAH CARDINAL HEALTH INC Healthcare 1,986.0 $473K 0.10% +245.0 +14.1% $238.10 +0.1%
203 DKS DICKS SPORTING GOODS INC Consumer Cyclical 2,048.0 $472K 0.10% -157.0 -7.1% $230.26 -43.7%
204 PDP INVESCO EXCHANGE TRADED FD T 3,200.0 $471K 0.10% $147.13 -7.1%
205 HYS PIMCO ETF TR 5,060.0 $470K 0.10% NEW $92.93 +0.2%
206 IUSV ISHARES TR 4,244.0 $470K 0.10% -21K -83.3% $110.76 +4.0%
207 O REALTY INCOME CORP Real Estate 7,379.0 $460K 0.10% +1K +20.6% $62.32 -0.1%
208 CBOE CBOE GLOBAL MKTS INC Financial Services 1,810.0 $455K 0.10% +1K +190.1% $251.37 +24.2%
209 DUK DUKE ENERGY CORP NEW Utilities 3,616.0 $455K 0.10% +559.0 +18.3% $125.80 -3.1%
210 IWM ISHARES TR 1,489.0 $448K 0.10% +393.0 +35.9% $300.88 -0.6%
211 ILDR FIRST TR EXCHNG TRADED FD VI 11,420.0 $446K 0.10% $39.08 -0.8%
212 C CITIGROUP INC Financial Services 3,170.0 $443K 0.10% +525.0 +19.9% $139.90 -4.5%
213 JAAA JANUS DETROIT STR TR 8,779.0 $443K 0.10% +3K +50.5% $50.49 +0.4%
214 JNK SPDR SERIES TRUST 4,596.0 $441K 0.10% NEW $95.85 +0.3%
215 IVW ISHARES TR 3,137.0 $430K 0.09% -795.0 -20.2% $137.18 +1.0%
216 VTV VANGUARD INDEX FDS 1,936.0 $422K 0.09% NEW $217.89 +4.1%
217 ARKK ARK ETF TR 5,084.0 $419K 0.09% -45.0 -0.9% $82.44 +4.0%
218 NOC NORTHROP GRUMMAN CORP Industrials 804.0 $418K 0.09% $520.15 +5.7%
219 FNDF SCHWAB STRATEGIC TR 8,008.0 $418K 0.09% NEW $52.21 +6.6%
220 BSV VANGUARD BD INDEX FDS 5,351.0 $415K 0.09% NEW $77.62 +0.1%
Page 11 of 17  ·  322 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 39.3%
Financial Services 16.6%
Healthcare 10.4%
Consumer Cyclical 7.9%
Communication Services 6.7%
Energy 6.5%
Industrials 6.2%
Consumer Defensive 3.0%
Utilities 2.1%
Real Estate 0.8%