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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 5 of 17  ·  322 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NFLX NETFLIX INC. Communication Services 19,444.0 $1.4M 0.31% -840.0 -4.1% $74.12 +10.3%
82 JPM JPMORGAN CHASE & CO Financial Services 4,290.0 $1.4M 0.31% -10K -69.6% $334.03 +6.8%
83 SOXX ISHARES TR 2,370.0 $1.4M 0.31% +291.0 +14.0% $601.80 -14.8%
84 FPE FIRST TRUST PREFERRED SECURITIES AND INCOME ETF 79,059.0 $1.4M 0.31% NEW $17.92 -1.3%
85 AMGN AMGEN INC Healthcare 3,946.0 $1.4M 0.31% +270.0 +7.3% $358.95 +22.7%
86 CIFR CIPHER DIGITAL INC Financial Services 61,054.0 $1.4M 0.31% +2K +3.4% $23.09 -30.1%
87 IDMO INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF 23,444.0 $1.4M 0.31% NEW $60.02 +5.3%
88 VRT VERTIV HOLDINGS CO Industrials 4,465.0 $1.4M 0.30% +350.0 +8.5% $313.49 -16.4%
89 BDEC INNOVATOR ETFS TRUST 25,864.0 $1.4M 0.30% NEW $53.20 +2.4%
90 PAB PGIM ETF TR 31,375.0 $1.3M 0.29% NEW $42.09 -0.8%
91 FV FIRST TR EXCHANGE TRADED FD 16,861.0 $1.3M 0.27% NEW $74.46 -1.0%
92 PJUN INNOVATOR ETFS TRUST 28,890.0 $1.3M 0.27% +14K +92.3% $43.30 +1.6%
93 PJUL INNOVATOR ETFS TRUST 25,501.0 $1.2M 0.27% +2K +8.3% $48.82 +1.6%
94 MBB ISHARES TR 12,997.0 $1.2M 0.27% -5K -28.8% $94.10 -0.5%
95 SVAL ISHARES TR 28,898.0 $1.2M 0.27% NEW $42.05 +3.1%
96 FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 4,464.0 $1.2M 0.26% NEW $270.78 +6.4%
97 V VISA INC Financial Services 3,434.0 $1.2M 0.26% +67.0 +2.0% $351.23 +8.6%
98 SPGM SPDR INDEX SHS FDS 13,926.0 $1.2M 0.26% NEW $85.29 +2.9%
99 PHYL PGIM ETF TR 33,785.0 $1.2M 0.26% NEW $34.89 -0.1%
100 VZ VERIZON COMMUNICATIONS INC Communication Services 27,986.0 $1.2M 0.26% +689.0 +2.5% $42.03 +20.8%
Page 5 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%