Advisory Alpha, LLC Purchases in Q3 2025

Advisory Alpha, LLC

  • $3.54 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IWD
Ishares Russell 1000 Val ETF

ETFs
2
+ 0.1%
$192.76 - $203.86 $386 - $408
2.1K $428K
BMY
Bristol Myers Squibb CO

Healthcare
633
+ 7.03%
$43.31 - $48.98 $27.4K - $31K
9.63K $434K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
47
+ 0.6%
$42.39 - $44.63 $1.99K - $2.1K
7.91K $352K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
6
+ 0.25%
$121.81 - $137.24 $731 - $823
2.43K $321K
JCI
Johnson Controls International PLC

Industrials
35
+ 1.24%
$103.24 - $111.73 $3.61K - $3.91K
2.86K $314K
KMB
Kimberly Clark Corp

Consumer Defensive
211
+ 7.41%
$121.72 - $136.77 $25.7K - $28.9K
3.06K $380K
IWP
Ishares Russell Mid Cap Growth

ETFs
12
+ 0.43%
$137.51 - $145.26 $1.65K - $1.74K
2.79K $397K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
115
+ 1.26%
$100.37 - $100.74 $11.5K - $11.6K
9.21K $927K
VDC
Vanguard Consumer Staples ETF

ETFs
81
+ 7.32%
$212.64 - $225.25 $17.2K - $18.2K
1.19K $253K
HYLS
First Tr Tactical High Yield L

ETFs
167
+ 0.95%
$41.62 - $42.32 $6.95K - $7.07K
17.7K $744K
REET
Ishares Global Reit ETF

ETFs
38
+ 0.47%
$24.45 - $25.91 $929 - $985
8.14K $207K
PRI
Primerica, Inc.

Financial Services
6
+ 0.36%
$255.46 - $285.58 $1.53K - $1.71K
1.66K $461K
AMGN
Amgen Inc

Healthcare
13
+ 1.22%
$271.18 - $309.22 $3.53K - $4.02K
1.08K $304K
CTSH
Cognizant Technology Solutions Corp

Technology
913
+ 18.59%
$66.67 - $80.98 $60.9K - $73.9K
5.82K $390K
TLT
Ishares Barclays 20+ Year Trea

ETFs
11
+ 0.23%
$85.01 - $90.35 $935 - $994
4.71K $420K
MBB
Ishares Tr

ETFs
6
+ 0.16%
$92.46 - $95.73 $555 - $574
3.84K $365K
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
42
+ 1.71%
$85.71 - $86.94 $3.6K - $3.65K
2.5K $217K
GIS
General Mills Inc

Consumer Defensive
377
+ 3.31%
$48.44 - $53.83 $18.3K - $20.3K
11.8K $592K
TMUS
T Mobile Us, Inc.

Communication Services
2
+ 0.16%
$226.02 - $259.01 $452 - $518
1.26K $302K
Sila Realty Trust Inc
11.2K
New
N/A
11.2K $0
Coreweave Inc
1.61K
New
N/A
1.61K $0
Niocorp Devs LTD
15K
New
N/A
15K $0
Corpay Inc
257
+ 11.18%
N/A
2.56K $0
Veralto Corp
3.17K
New
N/A
3.17K $0
Northern Lts Fd Tr Iv
1.8K
New
N/A
1.8K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
147
+ 0.56%
N/A
26.5K $0
Ge Healthcare Technologies I
3.44K
New
N/A
3.44K $0
Fidelity Covington Trust
5.75K
New
N/A
5.75K $0
First Tr Exchange Traded Fd
11.5K
New
N/A
11.5K $0
Spinnaker ETF Series
12.4K
+ 224.74%
N/A
18K $0
Paramount Skydance Corp
14.1K
New
N/A
14.1K $0
Ge Vernova Inc
158
+ 21.47%
N/A
894 $0
Innovator Etfs Trust
9.88K
New
N/A
9.88K $0
RYU
Invesco S&P 500 Equal Weight U

ETFs
491
+ 4.88%
N/A
10.6K $0
Dimensional ETF Trust
15.4K
+ 4.32%
N/A
372K $0
Direxion Shs ETF Tr
3.58K
New
N/A
3.58K $0
Ishares Bitcoin Trust ETF
2.13K
+ 49.48%
N/A
6.45K $0
PSEP
Innovator U.S. Equity Power Bu
4.42K
+ 10.91%
N/A
45K $0
BBDC
Barings Bdc, Inc.

Financial Services
248
+ 2.24%
$8.76 - $9.9 $2.17K - $2.46K
11.3K $99K
OKE
Oneok Inc

Energy
763
+ 11.57%
$71.36 - $83.47 $54.4K - $63.7K
7.36K $536K
KR
Kroger CO

Consumer Defensive
66
+ 1.89%
$64.52 - $74.35 $4.26K - $4.91K
3.55K $239K
DIS
Walt Disney CO

Communication Services
543
+ 6.99%
$112.25 - $124.0 $61K - $67.3K
8.31K $951K
EOG
Eog Resources Inc

Energy
159
+ 3.96%
$112.12 - $126.1 $17.8K - $20K
4.17K $467K
CTVA
Corteva, Inc.

Basic Materials
389
+ 6.45%
$67.08 - $77.12 $26.1K - $30K
6.42K $434K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
7
+ 0.66%
$196.15 - $217.83 $1.37K - $1.52K
1.07K $214K
MELI
Mercadolibre Inc

Consumer Cyclical
19
+ 8.44%
$2292.04 - $2514.05 $43.5K - $47.8K
244 $570K
PGR
Progressive Corp

Financial Services
3
+ 0.28%
$238.61 - $264.3 $716 - $793
1.08K $266K
NOW
Service Now, Inc.

Technology
4
+ 1.6%
$850.86 - $1044.69 $3.4K - $4.18K
254 $233K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
151
+ 8.88%
$366.54 - $479.53 $55.3K - $72.4K
1.85K $725K
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
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