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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 3 of 5  ·  96 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,889.0 $520K 0.58% -47.0 -2.4% $275.18 +12.5%
42 LLY ELI LILLY & CO Healthcare 521.0 $480K 0.54% -143.0 -21.5% $920.55 +20.3%
43 FTEC FIDELITY COVINGTON TRUST 2,216.0 $461K 0.52% -243.0 -9.9% $208.05 +33.2%
44 MCD MCDONALDS CORP Consumer Cyclical 1,477.0 $459K 0.51% -11.0 -0.7% $310.77 -12.6%
45 MO ALTRIA GROUP INC Consumer Defensive 6,792.0 $448K 0.50% -127.0 -1.8% $65.99 +8.5%
46 FALN ISHARES TR 16,450.0 $440K 0.49% +5K +39.2% $26.72 +1.6%
47 VNQ VANGUARD INDEX FDS 4,877.0 $433K 0.48% +2K +98.0% $88.70 +10.3%
48 SPY STATE STR SPDR S&P 500 ETF T Financial Services 626.0 $407K 0.46% +114.0 +22.3% $650.34 +12.8%
49 VZ VERIZON COMMUNICATIONS INC Communication Services 8,017.0 $402K 0.45% +502.0 +6.7% $50.20 -9.6%
50 IBIT ISHARES BITCOIN TRUST ETF Financial Services 10,347.0 $398K 0.45% +2K +26.8% $38.42 -8.1%
51 FUTY FIDELITY COVINGTON TRUST 6,715.0 $397K 0.44% -809.0 -10.8% $59.07 -1.5%
52 SUN SUNOCO LP/SUNOCO FIN CORP Energy 6,039.0 $392K 0.44% -83.0 -1.4% $64.97 +0.4%
53 GD GENERAL DYNAMICS CORP Industrials 1,142.0 $392K 0.44% -75.0 -6.2% $343.22 +2.1%
54 NEE NEXTERA ENERGY INC Utilities 4,203.0 $390K 0.44% -2K -32.0% $92.88 -6.9%
55 XLE SELECT SECTOR SPDR TR 6,343.0 $389K 0.43% -327.0 -4.9% $61.26 -11.1%
56 JPM JPMORGAN CHASE & CO Financial Services 1,276.0 $375K 0.42% -98.0 -7.1% $294.16 +13.6%
57 ETHA ISHARES ETHEREUM TR Financial Services 23,387.0 $370K 0.41% +2K +10.2% $15.83 -20.9%
58 META META PLATFORMS INC Communication Services 647.0 $370K 0.41% +106.0 +19.6% $572.14 -1.7%
59 KIE SPDR SERIES TRUST 6,683.0 $368K 0.41% -1K -14.9% $55.00 +8.4%
60 GAB GABELLI EQUITY TR INC Financial Services 63,505.0 $356K 0.40% +697.0 +1.1% $5.60 -1.3%
Page 3 of 5  ·  96 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%