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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 23 of 24  ·  477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 XHYI BONDBLOXX ETF TRUST 357.0 $39K 0.01% NEW $109.77 -65.8%
442 LEN LENNAR CORP Consumer Cyclical 450.0 $39K 0.01% NEW $86.84 +7.0%
443 BND VANGUARD BD INDEX FDS 149.0 $39K 0.01% -4K -96.6% $261.92 -71.9%
444 PYPL PAYPAL HLDGS INC Financial Services 862.0 $39K 0.01% NEW $45.23 -6.1%
445 SOXQ INVESCO EXCH TRADED FD TR II 650.0 $39K 0.01% NEW $59.70 +77.3%
446 KMI KINDER MORGAN INC DEL Energy 1,152.0 $39K 0.01% NEW $33.53 -2.8%
447 ETH GRAYSCALE ETHEREUM STAKING Financial Services 2,253.0 $38K 0.01% NEW $17.07 -11.9%
448 ABNB AIRBNB INC Consumer Cyclical 304.0 $38K 0.01% NEW $126.28 +14.3%
449 ZTS ZOETIS INC Healthcare 324.0 $38K 0.01% NEW $118.12 -34.9%
450 HUM HUMANA INC Healthcare 220.0 $38K 0.01% NEW $173.39 +108.6%
451 BMY BRISTOL-MYERS SQUIBB CO Healthcare 628.0 $38K 0.01% NEW $60.65 -9.3%
452 PRG PROG HOLDINGS INC Industrials 1,321.0 $38K 0.01% NEW $28.69 +44.0%
453 FITB FIFTH THIRD BANCORP Financial Services 808.0 $38K 0.01% NEW $46.46 +18.3%
454 SNOW SNOWFLAKE INC Technology 248.0 $37K 0.01% NEW $150.82 +49.8%
455 EOG EOG RES INC Energy 257.0 $37K 0.01% NEW $144.57 -7.0%
456 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 515.0 $37K 0.01% NEW $71.18 -8.9%
457 MDT MEDTRONIC PLC Healthcare 415.0 $36K 0.01% NEW $86.65 -7.5%
458 FDVV FIDELITY COVINGTON TRUST 647.0 $36K 0.01% NEW $55.24 +9.5%
459 ROP ROPER TECHNOLOGIES INC Industrials 101.0 $36K 0.01% NEW $353.86 -6.3%
460 ACH ACCENDRA HEALTH INC Healthcare 329.0 $36K 0.01% NEW $108.22 -97.0%
Page 23 of 24  ·  477 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%