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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 9 of 17  ·  322 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CSCO CISCO SYS INC Technology 5,211.0 $607K 0.13% +700.0 +15.5% $116.48 -3.5%
162 GSUS GOLDMAN SACHS ETF TR 5,823.0 $601K 0.13% NEW $103.27 +2.4%
163 SCHD SCHWAB STRATEGIC TR 18,790.0 $601K 0.13% NEW $31.96 +9.7%
164 TOTALENERGIES SE 7,991.0 $600K 0.13% +642.0 +8.7% $75.05
165 ASTS AST SPACEMOBILE INC Technology 6,694.0 $597K 0.13% +5K +267.8% $89.18 -32.9%
166 QLTA ISHARES TR 12,536.0 $593K 0.13% $47.28 -1.2%
167 LMT LOCKHEED MARTIN CORP Industrials 1,139.0 $591K 0.13% $518.53 +9.1%
168 XFIV BONDBLOXX ETF TRUST 12,136.0 $588K 0.13% $48.47 -0.5%
169 CRWV COREWEAVE INC Technology 6,700.0 $585K 0.13% -520.0 -7.2% $87.32 +0.8%
170 DIA STATE STR SPDR DOW JONES IND Financial Services 1,109.0 $581K 0.13% NEW $523.59 +2.0%
171 RTX RTX Industrials 3,004.0 $572K 0.12% +127.0 +4.4% $190.34 +11.4%
172 COWZ PACER FDS TR 8,933.0 $563K 0.12% +5K +102.7% $63.04 +14.0%
173 XLF SELECT SECTOR SPDR TR 10,205.0 $560K 0.12% +1K +15.1% $54.90 +6.1%
174 EWP ISHARES INC 9,334.0 $549K 0.12% +129.0 +1.4% $58.86 +6.8%
175 DE DEERE & CO Industrials 868.0 $546K 0.12% +761.0 +711.2% $629.04 +0.9%
176 FXN FIRST TR EXCHANGE-TRADED FD 27,171.0 $546K 0.12% NEW $20.09 +15.3%
177 XLV SELECT SECTOR SPDR TR 3,419.0 $544K 0.12% NEW $159.04 +9.1%
178 MCK MCKESSON CORP Healthcare 705.0 $541K 0.12% +121.0 +20.7% $767.66 +16.8%
179 EWI ISHARES INC 9,114.0 $538K 0.12% +124.0 +1.4% $59.08 +6.6%
180 ORCL ORACLE CORP Technology 3,739.0 $538K 0.12% -144.0 -3.7% $143.92 +3.4%
Page 9 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%