Advisory Alpha, LLC Purchases in Q3 2025

Advisory Alpha, LLC

  • $3.54 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
18.1K
+ 10.72%
$50.47 - $50.74 $911K - $916K
186K $9.46M
VBR
Vanguard Small Cap Value ETF

ETFs
2.37K
+ 7.95%
$195.41 - $212.37 $464K - $504K
32.2K $6.72M
DFAE
Dimensional ETF Tr

ETFs
10.6K
+ 4.9%
$28.84 - $31.84 $305K - $337K
226K $7.14M
DISV
Dimensional ETF Tr Dimensional

ETFs
10.1K
+ 5.49%
$32.78 - $35.79 $331K - $361K
194K $6.92M
JNJ
Johnson & Johnson

Healthcare
3.13K
+ 37.45%
$155.17 - $185.42 $486K - $580K
11.5K $2.13M
MMM
3 M CO

Industrials
5.26K
+ 247.76%
$144.41 - $160.2 $759K - $842K
7.38K $1.14M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
4.07K
+ 1.68%
$55.15 - $58.11 $224K - $236K
245K $14.1M
WMT
Walmart Inc.

Consumer Defensive
6.14K
+ 19.61%
$94.4 - $104.27 $580K - $640K
37.5K $3.86M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
532
+ 5.12%
$567.77 - $614.76 $302K - $327K
10.9K $6.69M
ORCL
Oracle Corp

Technology
1.64K
+ 42.23%
$218.96 - $328.33 $360K - $539K
5.53K $1.56M
GDMN
Wisdomtree Tr Efficient Gold P
8.43K
New
$48.75 - $79.47 $411K - $670K
8.43K $669K
IGM
Ishares Expanded Tech Sector E

ETFs
4.81K
New
$110.96 - $127.67 $534K - $614K
4.81K $605K
GE
General Electric CO

Industrials
1.41K
+ 34.75%
$244.75 - $305.63 $344K - $430K
5.45K $1.64M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
12.4K
+ 47.48%
$45.72 - $47.27 $567K - $586K
38.5K $1.81M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.36K
+ 0.54%
$26.38 - $27.95 $88.5K - $93.8K
620K $16.9M
CAT
Caterpillar Inc

Industrials
196
+ 3.72%
$390.92 - $477.15 $76.6K - $93.5K
5.47K $2.61M
DFSV
Dimensional ETF Tr Dimensional

ETFs
9.22K
+ 8.25%
$29.2 - $32.74 $269K - $302K
121K $3.85M
ABBV
Abb Vie Inc.

Healthcare
1.28K
+ 22.33%
$184.85 - $231.54 $237K - $296K
7.01K $1.62M
GNTX
Gentex Corp

Consumer Cyclical
7.53K
+ 14.19%
$22.66 - $29.06 $171K - $219K
60.6K $1.71M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
1.85K
+ 15.35%
$105.16 - $140.03 $195K - $259K
13.9K $1.89M
SCHG
Schwab Strategic Tr Us Large C

ETFs
5.72K
+ 4.29%
$28.92 - $32.19 $165K - $184K
139K $4.43M
DFIV
Dimensional ETF Tr

ETFs
4.94K
+ 5.29%
$42.66 - $46.53 $211K - $230K
98.5K $4.54M
CVX
Chevron Corp

Energy
2.71K
+ 28.7%
$145.57 - $161.83 $394K - $439K
12.2K $1.89M
PLTR
Palantir Technologies Inc.

Technology
795
+ 9.71%
$130.68 - $186.97 $104K - $149K
8.98K $1.64M
IYW
Ishares Dj Us Tech ETF

ETFs
1.56K
+ 16.54%
$171.38 - $197.01 $267K - $307K
11K $2.15M
AAXJ
Ishares Msci All Country Asia

ETFs
5.35K
New
$82.05 - $91.87 $439K - $492K
5.35K $488K
BK
Bank Of New York Mellon Corp

Financial Services
3.11K
+ 40.36%
$90.65 - $109.75 $282K - $342K
10.8K $1.18M
HD
Home Depot, Inc.

Consumer Cyclical
403
+ 5.04%
$357.4 - $423.42 $144K - $171K
8.39K $3.4M
C
Citigroup Inc

Financial Services
3.87K
+ 79.74%
$85.57 - $103.49 $331K - $400K
8.72K $885K
PM
Philip Morris International Inc.

Consumer Defensive
3.91K
+ 47.65%
$157.77 - $183.27 $616K - $716K
12.1K $1.96M
FSLR
First Solar, Inc.

Technology
1.56K
+ 76.96%
$160.84 - $223.53 $251K - $349K
3.59K $791K
XOM
Exxon Mobil Corp

Energy
2.36K
+ 6.15%
$105.83 - $117.22 $249K - $276K
40.6K $4.58M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
5.9K
New
$50.79 - $76.4 $300K - $451K
5.9K $450K
MPC
Marathon Petroleum Corp

Energy
1.4K
+ 21.13%
$158.59 - $198.69 $222K - $278K
8.01K $1.54M
CW
Curtiss Wright Corp

Industrials
814
New
$472.43 - $542.94 $385K - $442K
814 $441K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
8.09K
+ 0.89%
$25.21 - $25.99 $204K - $210K
919K $23.8M
MS
Morgan Stanley

Financial Services
2.24K
+ 51.2%
$139.09 - $161.16 $311K - $361K
6.61K $1.05M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
178
+ 0.14%
$62.09 - $66.51 $11.1K - $11.8K
128K $8.38M
EXPE
Expedia Group, Inc.

Consumer Cyclical
2K
New
$171.01 - $228.24 $342K - $456K
2K $427K
PG
Procter & Gamble CO

Consumer Defensive
3.34K
+ 21.97%
$150.47 - $161.22 $502K - $538K
18.5K $2.85M
ERIE
Erie Indemnity CO

Financial Services
1.34K
New
$312.95 - $368.96 $419K - $494K
1.34K $425K
BSJR
Invesco Indx Tr

ETFs
18K
+ 5.38%
$22.64 - $22.85 $408K - $412K
353K $8.03M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
422
+ 3.53%
$459.11 - $506.91 $194K - $214K
12.4K $6.23M
LVS
Las Vegas Sands Corp

Consumer Cyclical
7.71K
New
$47.38 - $57.71 $365K - $445K
7.71K $414K
WFC
Wells Fargo & Company

Financial Services
4.51K
+ 49.84%
$77.05 - $85.16 $347K - $384K
13.6K $1.14M
OEF
Ishares S&P 100 ETF

ETFs
1.53K
New
N/A
1.53K $406K
WRB
Berkley W R Corp

Financial Services
5.02K
+ 95.1%
$67.78 - $76.62 $341K - $385K
10.3K $789K
TRMB
Trimble Inc.

Technology
4.86K
New
$76.46 - $85.24 $372K - $414K
4.86K $396K
ALLE
Allegion PLC

Industrials
2.23K
New
$145.55 - $179.33 $324K - $399K
2.23K $394K
Activity Summary
Buys All Purchases 356 New Holdings 68 Increased Positions 288 Sells All Sells 141 Reductions 141 Sold out 0 Options Calls 0 Puts 0
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