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Portfolio (Quarterly) Guide ↗

Register Financial Advisors LLC

· CIK 0001962636
13F Portfolio $326M AUM 426 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 53 New 132 Added 61 Reduced 14 Exited
Page 11 of 22  ·  426 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 OKE ONEOK INC NEW Energy 3,285.0 $286K 0.09% $86.94 +10.1%
202 HDV ISHARES TR 10,321.0 $283K 0.09% +8K +408.2% $27.41 +8.0%
203 DSU BLACKROCK DEBT STRATEGIES FD Financial Services 28,560.0 $277K 0.09% $9.70 -2.9%
204 AMBA AMBARELLA INC Technology 3,200.0 $275K 0.08% NEW $85.80 -20.9%
205 BLK BLACKROCK INC Financial Services 281.0 $270K 0.08% -19.0 -6.3% $962.17 +17.2%
206 XBI SPDR SERIES TRUST 1,695.0 $268K 0.08% +155.0 +10.1% $158.27 +3.2%
207 DVN DEVON ENERGY CORP NEW Energy 6,385.0 $264K 0.08% $41.32 +18.7%
208 GLD SPDR GOLD TR Financial Services 716.0 $264K 0.08% +12.0 +1.7% $368.38 +7.7%
209 DIA STATE STR SPDR DOW JONES IND Financial Services 500.0 $261K 0.08% $522.39 +1.0%
210 O REALTY INCOME CORP Real Estate 4,212.0 $261K 0.08% +60.0 +1.4% $61.96 -1.0%
211 PINNACLE FINL PARTNERS INC 2,576.0 $260K 0.08% -51.0 -1.9% $100.87
212 QQQX NUVEEN NASDAQ 100 DYNAMIC OV Financial Services 8,615.0 $260K 0.08% -2K -14.8% $30.14 +1.6%
213 DOW DOW HLDGS INC Basic Materials 9,488.0 $260K 0.08% $27.36 +11.3%
214 MA MASTERCARD INCORPORATED Financial Services 505.0 $259K 0.08% $513.60 +13.1%
215 FDD FIRST TR EXCHANGE-TRADED FD 13,938.0 $259K 0.08% +122.0 +0.9% $18.55 +10.1%
216 VGK VANGUARD INTL EQUITY INDEX F 2,869.0 $254K 0.08% $88.55 +2.4%
217 TMO THERMO FISHER SCIENTIFIC INC Healthcare 499.0 $250K 0.08% NEW $501.64 +19.7%
218 PRU PRUDENTIAL FINL INC Financial Services 2,276.0 $246K 0.07% $107.92 +8.5%
219 CIEN CIENA CORP Technology 498.0 $244K 0.07% -120.0 -19.4% $490.56 -26.5%
220 IBB ISHARES TR 1,268.0 $241K 0.07% +290.0 +29.6% $190.21 +10.8%
Page 11 of 22  ·  426 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 30.8%
Industrials 22.4%
Financial Services 13.8%
Consumer Cyclical 7.4%
Healthcare 5.5%
Consumer Defensive 4.9%
Energy 4.9%
Real Estate 3.7%
Communication Services 2.7%
Utilities 2.3%