Advisory Alpha, LLC Purchases in Q1 2025

Advisory Alpha, LLC

  • $2.92 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
C
Citigroup Inc

Financial Services
981
+ 24.26%
$67.23 - $84.63 $66K - $83K
5.03K $356K
MPC
Marathon Petroleum Corp

Energy
454
+ 7.64%
$134.72 - $159.03 $61.2K - $72.2K
6.4K $931K
TXN
Texas Instruments Inc

Technology
329
+ 21.21%
N/A
1.88K $365K
SCHC
Schwab Strategic Tr Intl Small

ETFs
1.88K
+ 18.41%
$33.57 - $37.22 $62.9K - $69.8K
12.1K $432K
RTX
Raytheon Technologies Corp

Industrials
476
+ 11.67%
$114.1 - $135.66 $54.3K - $64.6K
4.56K $603K
L
Loews Corp

Financial Services
686
+ 28.48%
$81.13 - $91.91 $55.7K - $63.1K
3.1K $284K
USB
Us Bancorp \De\

Financial Services
1.49K
+ 23.98%
$40.92 - $50.9 $61.1K - $76K
7.72K $325K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
3.03K
+ 25.31%
$18.36 - $20.51 $55.7K - $62.2K
15K $297K
VHT
Vanguard Health Care ETF

ETFs
166
+ 14.95%
$254.06 - $273.83 $42.2K - $45.5K
1.28K $337K
UPS
United Parcel Service Inc

Industrials
420
+ 1.25%
$109.66 - $136.26 $46.1K - $57.2K
34.1K $3.76M
RDVY
First Trust Rising Dividend Ac

ETFs
398
+ 1.07%
$57.22 - $63.39 $22.8K - $25.2K
37.5K $2.19M
TT
Trane Technologies PLC

Industrials
127
+ 19.1%
$332.0 - $400.86 $42.2K - $50.9K
792 $266K
SRE
Sempra Energy

Utilities
580
+ 8.91%
$67.85 - $87.67 $39.4K - $50.8K
7.09K $505K
MO
Altria Group, Inc.

Consumer Defensive
682
+ 6.37%
$50.81 - $60.02 $34.7K - $40.9K
11.4K $683K
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
1.65K
+ 10.75%
$23.28 - $23.95 $38.4K - $39.5K
17K $403K
BND
Vanguard Bd Index Fd Inc Total

ETFs
533
+ 18.79%
$71.17 - $73.66 $37.9K - $39.3K
3.37K $247K
PSX
Phillips 66

Energy
314
+ 12.11%
$113.93 - $131.55 $35.8K - $41.3K
2.91K $358K
WBD
Warner Bros. Discovery, Inc.

Communication Services
3.03K
+ 26.64%
$9.47 - $11.46 $28.7K - $34.7K
14.4K $154K
HPQ
Hp Inc

Technology
1.25K
+ 10.14%
$27.69 - $34.72 $34.7K - $43.5K
13.6K $376K
CHD
Church & Dwight CO Inc

Consumer Defensive
313
+ 11.56%
$101.42 - $113.2 $31.7K - $35.4K
3.02K $332K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
203
+ 6.37%
$126.11 - $135.06 $25.6K - $27.4K
3.39K $436K
STLD
Steel Dynamics Inc

Basic Materials
286
+ 12.15%
N/A
2.64K $259K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
587
+ 2.51%
$42.4 - $44.11 $24.9K - $25.9K
23.9K $1.05M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
131
+ 10.02%
$196.12 - $229.48 $25.7K - $30.1K
1.44K $290K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
412
+ 10.81%
$58.32 - $65.09 $24K - $26.8K
4.23K $254K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
307
+ 5.77%
$75.32 - $84.77 $23.1K - $26K
5.63K $459K
COF
Capital One Financial Corp

Financial Services
110
+ 7.16%
$163.87 - $209.82 $18K - $23.1K
1.65K $295K
FDL
First Tr Morningstar Dividend

ETFs
1
+ 0.0%
$39.69 - $43.83 $39.7 - $43.8
31.4K $1.36M
IWY
Ishares Tr Russell 200 Growth

ETFs
82
+ 2.17%
$210.19 - $243.33 $17.2K - $20K
3.86K $813K
FSK
Fs Kkr Capital Corp

Financial Services
842
+ 4.86%
$20.47 - $24.06 $17.2K - $20.3K
18.2K $380K
CTAS
Cintas Corp

Industrials
89
+ 5.69%
$182.09 - $208.14 $16.2K - $18.5K
1.65K $339K
ADI
Analog Devices Inc

Technology
63
+ 4.56%
$201.56 - $243.82 $12.7K - $15.4K
1.45K $291K
F
Ford Motor CO

Consumer Cyclical
1.36K
+ 4.27%
$9.12 - $10.43 $12.4K - $14.2K
33.2K $332K
ADM
Archer Daniels Midland CO

Consumer Defensive
260
+ 3.36%
$45.22 - $52.17 $11.8K - $13.6K
7.99K $383K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
72
+ 0.23%
$73.78 - $76.59 $5.31K - $5.51K
31.1K $2.38M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
55
+ 2.74%
$166.63 - $185.86 $9.16K - $10.2K
2.06K $343K
RIG
Transocean Ltd.

Energy
3K
+ 12.68%
$2.67 - $4.28 $8.01K - $12.8K
26.7K $84K
XEL
Xcel Energy Inc

Utilities
126
+ 2.87%
$63.37 - $72.1 $7.98K - $9.08K
4.51K $319K
ITB
Ishares Tr

ETFs
67
+ 2.17%
$93.86 - $111.45 $6.29K - $7.47K
3.16K $300K
AAL
American Airlines Group Inc.

Industrials
705
+ 4.95%
N/A
15K $165K
DTE
Dte Energy CO

Utilities
42
+ 1.88%
$117.6 - $138.27 $4.94K - $5.81K
2.28K $315K
HYLS
First Tr Tactical High Yield L

ETFs
20
+ 0.09%
$40.95 - $41.77 $819 - $835
21.9K $897K
MELI
Mercadolibre Inc

Consumer Cyclical
1
+ 0.45%
$1739.0 - $2260.0 $1.74K - $2.26K
221 $431K
CGCP
Capital Group Core Plus Income

ETFs
1
+ 0.0%
$21.94 - $22.64 $21.9 - $22.6
47.8K $1.07M
PRI
Primerica, Inc.

Financial Services
1
+ 0.06%
$271.41 - $296.43 $271 - $296
1.67K $474K
EVX
Vaneck ETF Tr Environmental Se

ETFs
1
+ 0.02%
$33.9 - $179.35 $33.9 - $179
6.47K $229K
ACWI
Ishares Msci Acwi ETF

ETFs
1
+ 0.02%
$115.16 - $124.13 $115 - $124
5.46K $635K
JPIE
J P Morgan Exchange Traded Fd
1
+ 0.02%
$45.46 - $46.18 $45.5 - $46.2
4.48K $206K
Fidelity Covington Trust
10.3K
New
N/A
10.3K $0
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