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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 12 of 17  ·  322 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 VTR VENTAS INC Real Estate 4,455.0 $401K 0.09% +240.0 +5.7% $89.97 +3.9%
222 FIRST TR EXCHNG TRADED FD VI 16,000.0 $401K 0.09% NEW $25.05
223 PRF INVESCO EXCHANGE TRADED FD T 7,350.0 $398K 0.09% $54.16 +3.8%
224 KR KROGER CO Consumer Defensive 7,025.0 $391K 0.09% -75.0 -1.1% $55.68 +5.1%
225 SOXL DIREXION SHARES ETF TRUST 1,751.0 $386K 0.08% NEW $220.52 -47.1%
226 IBB ISHARES TR 2,020.0 $384K 0.08% +279.0 +16.0% $189.98 +13.3%
227 FTSL FIRST TR EXCHANGE-TRADED FD 8,445.0 $378K 0.08% NEW $44.75 +0.1%
228 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 8,065.0 $376K 0.08% -1K -13.9% $46.62 +30.3%
229 ASML ASML HLDG NV Technology 202.0 $372K 0.08% +79.0 +64.2% $1842.03 -5.2%
230 VXF VANGUARD INDEX FDS 1,510.0 $372K 0.08% +1K +221.3% $246.40 -0.9%
231 WPM WHEATON PRECIOUS METALS CORP Basic Materials 3,273.0 $371K 0.08% +30.0 +0.9% $113.43 +37.5%
232 MPC MARATHON PETE CORP Energy 1,419.0 $370K 0.08% -120.0 -7.8% $260.61 +39.0%
233 MGC VANGUARD WORLD FD 1,350.0 $370K 0.08% NEW $273.77 +2.3%
234 VST VISTRA CORP Utilities 2,400.0 $367K 0.08% -80.0 -3.2% $152.97 -8.5%
235 QLD PROSHARES TR 3,886.0 $367K 0.08% NEW $94.47 -5.9%
236 COF CAPITAL ONE FINL CORP Financial Services 1,793.0 $366K 0.08% +200.0 +12.6% $204.03 +6.5%
237 RGLD ROYAL GOLD INC Basic Materials 1,810.0 $363K 0.08% -59.0 -3.2% $200.67 +32.6%
238 COIN COINBASE GLOBAL INC Financial Services 2,214.0 $361K 0.08% -85.0 -3.7% $163.19 +11.4%
239 KNG FIRST TR EXCHANGE-TRADED FD 7,072.0 $360K 0.08% NEW $50.84 +2.1%
240 ILF ISHARES TR 10,651.0 $359K 0.08% NEW $33.66 +4.1%
Page 12 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%