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Portfolio (Quarterly) Guide ↗

Zinnia Wealth Advisory, LLC

· CIK 0002073676
13F Portfolio $89M AUM 96 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 12 New 35 Added 45 Reduced 7 Exited
Page 2 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MO ALTRIA GROUP INC Consumer Defensive 6,792.0 $448K 0.50% -127.0 -1.8% $65.99 +7.9%
22 FUTY FIDELITY COVINGTON TRUST 6,715.0 $397K 0.44% -809.0 -10.8% $59.07 -1.5%
23 SUN SUNOCO LP/SUNOCO FIN CORP Energy 6,039.0 $392K 0.44% -83.0 -1.4% $64.97 -1.7%
24 GD GENERAL DYNAMICS CORP Industrials 1,142.0 $392K 0.44% -75.0 -6.2% $343.22 +1.4%
25 NEE NEXTERA ENERGY INC Utilities 4,203.0 $390K 0.44% -2K -32.0% $92.88 -6.8%
26 XLE SELECT SECTOR SPDR TR 6,343.0 $389K 0.43% -327.0 -4.9% $61.26 -11.5%
27 JPM JPMORGAN CHASE & CO Financial Services 1,276.0 $375K 0.42% -98.0 -7.1% $294.16 +13.3%
28 KIE SPDR SERIES TRUST 6,683.0 $368K 0.41% -1K -14.9% $55.00 +8.1%
29 FDIS FIDELITY COVINGTON TRUST 3,765.0 $351K 0.39% -415.0 -9.9% $93.26 +7.2%
30 ABT ABBOTT LABORATORIES Healthcare 3,097.0 $318K 0.36% -155.0 -4.8% $102.68 -12.3%
31 MINT PIMCO ETF TR 3,150.0 $317K 0.35% -452.0 -12.6% $100.57 +0.1%
32 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 3,393.0 $313K 0.35% -472.0 -12.2% $92.31 -5.4%
33 PRSD SSGA ACTIVE TR 12,346.0 $309K 0.35% -113K -90.1% $25.02 -0.1%
34 CVX CHEVRON CORPORATION Energy 1,449.0 $300K 0.34% -631.0 -30.3% $206.94 -15.2%
35 TXN TEXAS INSTRS INC Technology 1,514.0 $294K 0.33% -176.0 -10.4% $194.14 +57.5%
36 AVGO BROADCOM INC Technology 944.0 $292K 0.33% -234.0 -19.9% $309.35 +24.3%
37 IVV ISHARES TR 435.0 $284K 0.32% -24.0 -5.2% $653.21 +13.4%
38 TPYP TORTOISE CAPITAL SERIES TRUS 6,654.0 $282K 0.32% -327.0 -4.7% $42.36 -0.3%
39 SPYG SPDR SERIES TRUST 2,733.0 $268K 0.30% -310.0 -10.2% $97.91 +19.0%
40 MU MICRON TECHNOLOGY INC Technology 770.0 $260K 0.29% -145.0 -15.8% $337.84 +221.3%
Page 2 of 3  ·  45 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 30.4%
Financial Services 27.3%
Consumer Cyclical 10.8%
Consumer Defensive 6.6%
Healthcare 5.7%
Energy 5.2%
Utilities 4.9%
Communication Services 4.8%
Industrials 4.2%