Advisory Alpha, LLC Purchases in Q4 2024

Advisory Alpha, LLC

  • $2.78 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MELI
Mercadolibre Inc

Consumer Cyclical
2
+ 0.9%
$1666.0 - $2117.3 $3.33K - $4.23K
223 $379K
CSX
Csx Corp

Industrials
111
+ 0.31%
$31.58 - $36.88 $3.51K - $4.09K
35.4K $1.14M
ITB
Ishares Tr

ETFs
4
+ 0.12%
$103.31 - $129.34 $413 - $517
3.23K $333K
CAT
Caterpillar Inc

Industrials
163
+ 3.38%
$360.37 - $416.88 $58.7K - $68K
4.99K $1.81M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
547
+ 0.29%
$21.68 - $22.16 $11.9K - $12.1K
186K $4.04M
AMT
American Tower Corp

Real Estate
8
+ 0.43%
$179.4 - $232.01 $1.44K - $1.86K
1.88K $345K
MPWR
Monolithic Power Systems Inc

Technology
81
+ 18.2%
$560.06 - $942.58 $45.4K - $76.3K
526 $311K
AGQ
Pro Shares Trust Ii

ETFs
341
+ 1.92%
$33.67 - $49.9 $11.5K - $17K
18.1K $609K
KO
Coca Cola CO

Consumer Defensive
637
+ 3.82%
$61.74 - $71.71 $39.3K - $45.7K
17.3K $1.08M
NEE
Nextera Energy Inc

Utilities
733
+ 5.0%
$69.77 - $85.43 $51.1K - $62.6K
15.4K $1.1M
AMD
Advanced Micro Devices Inc

Technology
498
+ 9.69%
$118.88 - $172.8 $59.2K - $86.1K
5.64K $680K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
6.94K
+ 48.99%
$22.63 - $47.53 $157K - $330K
21.1K $478K
DFAE
Dimensional ETF Tr

ETFs
6.14K
+ 3.08%
$25.36 - $28.15 $156K - $173K
206K $5.21M
DFIS
Dimensional ETF Tr Dimensional

ETFs
9.33K
+ 4.29%
$24.25 - $26.7 $226K - $249K
227K $5.57M
LLY
Eli Lilly & CO

Healthcare
133
+ 3.68%
$727.2 - $932.06 $96.7K - $124K
3.75K $2.9M
AMAT
Applied Materials Inc

Technology
287
+ 2.69%
$161.44 - $213.89 $46.3K - $61.4K
11K $1.78M
XLI
Industrial Sector Spdr

ETFs
3.23K
+ 0.94%
$131.76 - $143.99 $425K - $465K
347K $45.7M
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.07M
+ 96.02%
$25.33 - $51.16 $52.5M - $106M
4.23M $109M
SCHP
Schwab Strategic Us Tips ETF

ETFs
469K
+ 91.45%
$25.74 - $53.78 $12.1M - $25.2M
981K $25.3M
SPTL
Spdr Portfolio Long Term Treas

ETFs
18.6K
+ 1.92%
$26.05 - $29.17 $486K - $544K
989K $25.9M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
3.78M
+ 195.32%
$27.54 - $83.04 $104M - $314M
5.72M $158M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
36.2K
+ 0.83%
$34.13 - $37.35 $1.24M - $1.35M
4.41M $150M
Activity Summary
Buys All Purchases 273 New Holdings 42 Increased Positions 231 Sells All Sells 148 Reductions 148 Sold out 0 Options Calls 0 Puts 0
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