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Portfolio (Quarterly) Guide ↗

Allied Private Wealth LLC

· CIK 0002132253
13F Portfolio $156M AUM 911 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 906 New
Page 13 of 46  ·  906 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 RILY BRC GROUP HOLDINGS INC COM Financial Services 6,840.0 $49K 0.03% NEW $7.19 -1.2%
242 PRF INVESCO RAFI US 1000 ETF 910.0 $49K 0.03% NEW $53.95 +4.1%
243 DE DEERE & CO COM Industrials 80.0 $48K 0.03% NEW $603.94 +5.5%
244 APH AMPHENOL CORP CL A Technology 305.0 $48K 0.03% NEW $158.23 -1.8%
245 UTF COHEN & STEERS INFRASTRUCTURE COM Financial Services 1,731.0 $48K 0.03% NEW $27.50 -1.3%
246 NEM NEWMONT CORP COM Basic Materials 504.0 $47K 0.03% NEW $93.20 +41.4%
247 GS GOLDMAN SACHS GROUP INC COM Financial Services 45.0 $47K 0.03% NEW $1040.56 -2.2%
248 ACWI ISHARES MSCI ACWI ETF 300.0 $47K 0.03% NEW $155.90 +3.2%
249 QDPL PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF 1,005.0 $46K 0.03% NEW $45.40 +2.2%
250 ABT ABBOTT LABORATORIES COM Healthcare 477.0 $45K 0.03% NEW $95.30 +22.0%
251 TSAT TELESAT CORP CL A & CL B SHS Technology 1,000.0 $45K 0.03% NEW $45.08 +1.0%
252 FSLR FIRST SOLAR INC COM Energy 200.0 $45K 0.03% NEW $224.30 -3.0%
253 BDX BECTON DICKINSON & CO COM Healthcare 295.0 $45K 0.03% NEW $150.86 +26.5%
254 CMG CHIPOTLE MEXICAN GRILL INC COM Consumer Cyclical 1,325.0 $44K 0.03% NEW $33.43 +8.4%
255 IWM ISHARES RUSSELL 2000 ETF 150.0 $44K 0.03% NEW $294.86 +1.6%
256 PLD PROLOGIS INC. COM Real Estate 310.0 $44K 0.03% NEW $141.05 +0.0%
257 SHEL SHELL PLC SPON ADS Energy 527.0 $43K 0.03% NEW $82.37 +13.3%
258 BA BOEING CO COM Industrials 192.0 $43K 0.03% NEW $224.95 -5.2%
259 ARWR ARROWHEAD PHARMACEUTICALS INC COM Healthcare 500.0 $43K 0.03% NEW $85.74 +0.6%
260 GOF GUGGENHEIM STRATEGIC OPPORTUN COM SBI Financial Services 3,920.0 $43K 0.03% NEW $10.92 -13.1%
Page 13 of 46  ·  906 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 48.6%
Financial Services 16.5%
Consumer Cyclical 7.6%
Healthcare 5.9%
Industrials 5.4%
Communication Services 5.3%
Consumer Defensive 4.1%
Utilities 2.3%
Energy 2.0%
Real Estate 1.6%