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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 8 of 46  ·  906 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 AMGN AMGEN INC COM Healthcare 402.0 $148K 0.10% NEW $368.74 +15.4%
142 NVS NOVARTIS AG SPONSORED ADR Healthcare 947.0 $147K 0.09% NEW $155.17 -0.3%
143 HACK AMPLIFY CYBERSECURITY ETF 1,281.0 $139K 0.09% NEW $108.87 +6.2%
144 PFE PFIZER INC COM Healthcare 5,778.0 $139K 0.09% NEW $24.05 +13.3%
145 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 2,399.0 $138K 0.09% NEW $57.54 +15.0%
146 FENY FIDELITY MSCI ENERGY INDEX ETF 4,419.0 $136K 0.09% NEW $30.88 +13.7%
147 VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 1,607.0 $136K 0.09% NEW $84.48 +2.4%
148 PAAA PGIM AAA CLO ETF 2,635.0 $135K 0.09% NEW $51.34 +0.1%
149 MLPX GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF 1,732.0 $131K 0.08% NEW $75.66 +0.8%
150 BABA ALIBABA GROUP HLDG LTD SPONSORED ADS Consumer Cyclical 1,201.0 $131K 0.08% NEW $108.98 +16.6%
151 SIVR ABRDN PHYSICAL SILVER SHARES ETF Financial Services 2,348.0 $130K 0.08% NEW $55.52 +9.6%
152 DIS DISNEY WALT CO COM Communication Services 1,334.0 $129K 0.08% NEW $96.75 +8.4%
153 BN BROOKFIELD CORP CL A LTD VT SH Financial Services 3,000.0 $129K 0.08% NEW $42.93 -2.3%
154 OPK OPKO HEALTH INC COM Healthcare 91,137.0 $129K 0.08% NEW $1.41 -2.6%
155 FIDELITY MSCI HEALTH CARE INDEX ETF 1,593.0 $126K 0.08% NEW $79.21
156 EXG EATON VANCE TAX-MANAGED GLOBAL COM Financial Services 12,819.0 $125K 0.08% NEW $9.75 +1.3%
157 OSCR OSCAR HEALTH INC CL A Healthcare 4,045.0 $125K 0.08% NEW $30.81 +3.3%
158 AXP AMERICAN EXPRESS CO COM Financial Services 370.0 $124K 0.08% NEW $336.40 +0.4%
159 CGMS CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF 4,553.0 $124K 0.08% NEW $27.28 -0.6%
160 OUSA ALPS O'SHARES U.S. QUALITY DIVIDEND ETF 2,017.0 $120K 0.08% NEW $59.49 +3.9%
Page 8 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 46.9%
Financial Services 17.2%
Consumer Cyclical 7.4%
Communication Services 7.0%
Healthcare 5.7%
Industrials 5.2%
Consumer Defensive 4.0%
Energy 2.3%
Utilities 2.2%
Real Estate 1.6%