Advisory Alpha, LLC Purchases in Q1 2025

Advisory Alpha, LLC

  • $2.92 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
5.53K
+ 16.26%
$551.42 - $612.93 $3.05M - $3.39M
39.5K $22.1M
SCHG
Schwab Strategic Tr Us Large C

ETFs
123K
+ 1097.25%
$24.91 - $29.02 $3.07M - $3.57M
134K $3.36M
IAU
Ishares Gold Trust

ETFs
50.4K
New
$49.74 - $58.96 $2.5M - $2.97M
50.4K $2.97M
DFSV
Dimensional ETF Tr Dimensional

ETFs
103K
New
$27.56 - $32.1 $2.84M - $3.31M
103K $2.9M
NSA
National Storage Affiliates Trust

Real Estate
72.6K
New
$35.92 - $39.59 $2.61M - $2.87M
72.6K $2.86M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
126K
+ 130.92%
$21.64 - $22.08 $2.74M - $2.79M
223K $4.83M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.2K
+ 109.2%
$507.05 - $563.67 $2.64M - $2.93M
9.96K $5.12M
PGHY
Invesco ETF Tr Ii Global Short

ETFs
128K
+ 105.75%
$19.66 - $20.09 $2.51M - $2.56M
248K $4.92M
FTCS
First Trust Capital Strength E

ETFs
27.4K
New
$86.39 - $91.35 $2.37M - $2.5M
27.4K $2.45M
TSLA
Tesla, Inc.

Consumer Cyclical
9.3K
+ 92.49%
$222.15 - $428.22 $2.07M - $3.98M
19.4K $5.02M
GOOG
Alphabet Inc.

Communication Services
14K
+ 116.08%
$156.06 - $207.71 $2.18M - $2.9M
26K $4.06M
LLY
Eli Lilly & CO

Healthcare
2.59K
+ 164.47%
$725.72 - $929.72 $1.88M - $2.41M
4.17K $3.44M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
96.2K
New
$21.23 - $23.75 $2.04M - $2.29M
96.2K $2.07M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
26.5K
New
$68.32 - $75.06 $1.81M - $1.99M
26.5K $1.98M
META
Meta Platforms, Inc.

Communication Services
3.43K
+ 68.53%
$576.36 - $736.67 $1.98M - $2.53M
8.44K $4.86M
DGRO
Ishares Core Dividend Growth E

ETFs
31.6K
New
$60.46 - $64.42 $1.91M - $2.03M
31.6K $1.95M
SHW
Sherwin Williams CO

Basic Materials
5.39K
New
$330.16 - $365.55 $1.78M - $1.97M
5.39K $1.88M
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
87K
+ 107.92%
$21.04 - $21.64 $1.83M - $1.88M
168K $3.53M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
72.9K
+ 33.27%
$24.07 - $24.5 $1.75M - $1.79M
292K $7.08M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
17.7K
New
$87.68 - $94.52 $1.55M - $1.67M
17.7K $1.65M
GOOGL
Alphabet Inc.

Communication Services
10.5K
+ 88.68%
$154.33 - $206.19 $1.63M - $2.17M
22.4K $3.47M
VOT
Vanguard Mid Cap Growth Index

ETFs
6.38K
+ 18.21%
$237.72 - $276.98 $1.52M - $1.77M
41.4K $10.1M
T
At&T Inc.

Communication Services
55.5K
+ 217.48%
$21.56 - $28.28 $1.2M - $1.57M
81K $2.29M
XOM
Exxon Mobil Corp

Energy
12.9K
+ 56.46%
$105.44 - $118.93 $1.36M - $1.53M
35.6K $4.24M
PG
Procter & Gamble CO

Consumer Defensive
8.9K
+ 146.56%
$158.56 - $176.26 $1.41M - $1.57M
15K $2.55M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
26.7K
+ 66.43%
$48.43 - $49.9 $1.3M - $1.33M
67K $3.34M
HD
Home Depot, Inc.

Consumer Cyclical
3.58K
+ 74.33%
$347.25 - $424.87 $1.24M - $1.52M
8.39K $3.08M
EFV
Msci Eafe Value ETF

ETFs
21.6K
+ 86.1%
$51.88 - $60.73 $1.12M - $1.31M
46.8K $2.76M
DUK
Duke Energy Corp

Utilities
10.2K
+ 178.52%
$105.87 - $121.97 $1.08M - $1.25M
16K $1.95M
UNH
Unitedhealth Group Inc

Healthcare
2.31K
+ 103.17%
$461.52 - $548.18 $1.07M - $1.27M
4.56K $2.39M
CMBS
Ishares Cmbs ETF

ETFs
25.1K
+ 161.93%
$47.16 - $48.21 $1.18M - $1.21M
40.6K $1.95M
V
Visa Inc.

Financial Services
3.43K
+ 158.65%
$306.92 - $362.71 $1.05M - $1.24M
5.59K $1.96M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.09K
+ 24.5%
$442.66 - $534.52 $926K - $1.12M
10.6K $5.67M
NFLX
Netflix Inc

Communication Services
1.26K
+ 120.86%
$828.4 - $1058.6 $1.05M - $1.34M
2.31K $2.15M
VTI
Vanguard Total Stock Market Et

ETFs
4.03K
+ 20.75%
$271.18 - $303.12 $1.09M - $1.22M
23.5K $6.45M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
21.8K
+ 245.02%
$49.42 - $50.43 $1.08M - $1.1M
30.6K $1.53M
JPM
Jpmorgan Chase & CO

Financial Services
4.42K
+ 52.69%
$225.19 - $279.95 $995K - $1.24M
12.8K $3.14M
ADP
Automatic Data Processing Inc

Industrials
3.35K
+ 313.1%
$286.85 - $318.64 $960K - $1.07M
4.42K $1.35M
CAT
Caterpillar Inc

Industrials
3.06K
+ 153.23%
$326.75 - $407.63 $999K - $1.25M
5.05K $1.67M
HYZD
Wisdomtree Tr Interest Rate He

ETFs
45.6K
New
$21.89 - $22.65 $998K - $1.03M
45.6K $997K
COP
Conocophillips

Energy
9.35K
+ 143.14%
$88.6 - $105.85 $828K - $990K
15.9K $1.67M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
27.2K
+ 5.23%
$27.01 - $28.54 $734K - $775K
546K $15.3M
WMT
Walmart Inc.

Consumer Defensive
10.8K
+ 47.01%
$84.5 - $105.05 $910K - $1.13M
33.7K $2.96M
CWB
Spdr Bloomberg Convertible Sec

ETFs
12.3K
+ 117.03%
$75.99 - $81.58 $934K - $1M
22.8K $1.75M
VBK
Vanguard Small Cap Growth ETF

ETFs
3.77K
+ 21.55%
$247.97 - $296.33 $934K - $1.12M
21.2K $5.35M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
9.15K
New
$100.34 - $100.68 $918K - $921K
9.15K $920K
AGQ
Pro Shares Trust Ii

ETFs
19.6K
New
$35.25 - $47.69 $691K - $935K
19.6K $905K
CVX
Chevron Corp

Energy
5.36K
+ 135.5%
$146.71 - $167.97 $786K - $899K
9.31K $1.56M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
11.6K
New
$73.27 - $96.21 $847K - $1.11M
11.6K $847K
Activity Summary
Buys All Purchases 410 New Holdings 157 Increased Positions 253 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Advisory Alpha, LLC Portfolio

Follow Advisory Alpha, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Advisory Alpha, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Advisory Alpha, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email