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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 6 of 24  ·  477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PJUN INNOVATOR ETFS TRUST 15,023.0 $628K 0.18% -384.0 -2.5% $41.83 +2.6%
102 PEP PEPSICO INC Consumer Defensive 4,024.0 $625K 0.18% +170.0 +4.4% $155.31 -9.5%
103 ABT ABBOTT LABORATORIES Healthcare 6,034.0 $620K 0.18% $102.68 -8.8%
104 CME CME GROUP INC Financial Services 2,094.0 $618K 0.18% +175.0 +9.1% $295.32 -22.8%
105 XHYF BONDBLOXX ETF TRUST 27,171.0 $610K 0.17% NEW $22.46 +64.7%
106 ROK ROCKWELL AUTOMATION INC Industrials 1,694.0 $608K 0.17% $358.88 +33.8%
107 WFC WELLS FARGO & CO Financial Services 7,632.0 $608K 0.17% +302.0 +4.1% $79.61 +7.3%
108 GS GOLDMAN SACHS GROUP INC Financial Services 718.0 $607K 0.17% NEW $845.99 +28.9%
109 TFLO ISHARES TR 12,764.0 $602K 0.17% NEW $47.13 +7.4%
110 ULTA ULTA BEAUTY INC Consumer Cyclical 1,150.0 $601K 0.17% -25.0 -2.1% $522.71 -7.6%
111 QLTA ISHARES TR 12,520.0 $596K 0.17% +344.0 +2.8% $47.59 +0.2%
112 XFIV BONDBLOXX ETF TRUST 12,088.0 $594K 0.17% +301.0 +2.5% $49.16 -0.8%
113 XLK SELECT SECTOR SPDR TR 4,461.0 $587K 0.17% -10K -69.9% $131.49 +40.7%
114 XHB SPDR SERIES TRUST 10,251.0 $580K 0.17% NEW $56.58 +105.0%
115 ORCL ORACLE CORP Technology 3,883.0 $571K 0.16% +447.0 +13.0% $147.11 +4.1%
116 CRWV COREWEAVE INC Technology 7,220.0 $559K 0.16% -495.0 -6.4% $77.47 +31.5%
117 RTX RTX CORPORATION Industrials 2,877.0 $555K 0.16% +16.0 +0.6% $192.89 -3.1%
118 NEE NEXTERA ENERGY INC Utilities 5,929.0 $551K 0.16% +245.0 +4.3% $92.88 -6.2%
119 NOC NORTHROP GRUMMAN CORP Industrials 804.0 $549K 0.16% $682.24 -25.9%
120 EWH ISHARES INC 5,758.0 $548K 0.16% NEW $95.09 -77.7%
Page 6 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%