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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 9 of 24  ·  477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ARKK ARK ETF TR 5,129.0 $347K 0.10% $67.58 +13.0%
162 VTR VENTAS INC Real Estate 4,215.0 $345K 0.10% +229.0 +5.8% $81.78 +6.9%
163 ILDR FIRST TR EXCHNG TRADED FD VI 11,420.0 $340K 0.10% $29.78 +25.6%
164 FTXL FIRST TR EXCHANGE TRADED FD 2,265.0 $334K 0.10% -150.0 -6.2% $147.47 +90.3%
165 ARCC ARES CAPITAL CORP Financial Services 18,268.0 $329K 0.09% -5K -20.8% $18.02 -0.4%
166 BX BLACKSTONE INC Financial Services 2,843.0 $327K 0.09% -1K -33.9% $114.99 -0.3%
167 VGIT VANGUARD SCOTTSDALE FDS 5,290.0 $315K 0.09% $59.55 -0.9%
168 HD HOME DEPOT INC Consumer Cyclical 955.0 $314K 0.09% -6.0 -0.6% $328.93 +4.5%
169 BUFR FIRST TR EXCHNG TRADED FD VI 9,137.0 $309K 0.09% +3K +38.6% $33.77 +7.1%
170 MUB ISHARES TR 2,898.0 $308K 0.09% $106.15 +1.3%
171 SCHM SCHWAB STRATEGIC TR 9,981.0 $306K 0.09% NEW $30.68 +18.6%
172 ARMOUR RESIDENTIAL REIT INC 18,315.0 $305K 0.09% +289.0 +1.6% $16.68
173 CRM SALESFORCE INC Technology 1,625.0 $303K 0.09% -1K -43.4% $186.67 -19.1%
174 C CITIGROUP INC Financial Services 2,645.0 $300K 0.09% +248.0 +10.3% $113.41 +27.8%
175 XTWO BONDBLOXX ETF TRUST 6,067.0 $299K 0.09% +186.0 +3.2% $49.29 -0.7%
176 IWF ISHARES TR 700.0 $298K 0.09% +91.0 +14.9% $426.43 -72.3%
177 XTEN BONDBLOXX ETF TRUST 6,428.0 $295K 0.08% +209.0 +3.4% $45.86 -0.1%
178 UNP UNION PAC CORP Industrials 1,212.0 $294K 0.08% +205.0 +20.4% $242.61 +10.0%
179 IBB ISHARES TR 1,741.0 $294K 0.08% -467.0 -21.1% $168.82 +8.9%
180 JAAA JANUS DETROIT STR TR 5,832.0 $294K 0.08% -337.0 -5.5% $50.37 +0.6%
Page 9 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%