Advisory Alpha, LLC Incresed Positions in Q4 2024

Advisory Alpha, LLC

  • $2.78 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XLV
Select Sector Spdr Fund Health

ETFs
122K
+ 45.79%
$136.28 - $154.74 $16.6M - $18.9M
389K $53.5M
XLB
Select Sector Spdr Fd Material

ETFs
106K
+ 106.06%
$83.8 - $97.58 $8.92M - $10.4M
207K $17.4M
FLRN
Spdr Bloomberg Investment Grad

ETFs
228K
+ 49.47%
$30.67 - $30.84 $6.99M - $7.03M
689K $21.2M
XLC
Select Sector Spdr Tr Communic

ETFs
44.7K
+ 11.1%
$89.66 - $102.16 $4.01M - $4.57M
448K $43.4M
XLK
Technology Sector Spdr

ETFs
2.86K
+ 0.6%
$220.26 - $241.44 $630K - $691K
483K $112M
AAPL
Apple Inc.

Technology
5.41K
+ 4.76%
$221.69 - $259.02 $1.2M - $1.4M
119K $29.8M
TSLA
Tesla, Inc.

Consumer Cyclical
1.39K
+ 9.24%
$213.65 - $479.86 $296K - $665K
16.4K $6.61M
POCT
Innovator U.S. Equity Power Bu

ETFs
66.3K
+ 461.79%
$38.63 - $40.03 $2.56M - $2.65M
80.7K $3.19M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
45.6K
+ 43.64%
$50.37 - $50.6 $2.3M - $2.31M
150K $7.57M
NVDA
Nvidia Corp

Technology
5.81K
+ 5.58%
$117.0 - $148.88 $680K - $865K
110K $14.7M
AMZN
Amazon Com Inc

Consumer Cyclical
4.04K
+ 11.12%
$180.88 - $232.93 $730K - $940K
40.3K $8.85M
VCIT
Vanguard Intermediate Term Cor

ETFs
40.7K
+ 7.45%
$80.13 - $83.77 $3.26M - $3.41M
587K $47.1M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
15.1K
+ 7.43%
$66.77 - $71.52 $1.01M - $1.08M
218K $15M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
346K
+ 240.57%
$26.93 - $84.95 $9.31M - $29.4M
489K $13.4M
VGSH
Vanguard

ETFs
46.3K
+ 2.44%
$58.02 - $58.88 $2.69M - $2.73M
1.95M $113M
GOOGL
Alphabet Inc.

Communication Services
2.91K
+ 18.07%
$161.86 - $196.66 $471K - $573K
19K $3.6M
MSFT
Microsoft Corp

Technology
2.68K
+ 8.22%
$406.35 - $454.46 $1.09M - $1.22M
35.4K $14.9M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
35.3K
+ 10.33%
$23.02 - $23.23 $814K - $821K
377K $8.7M
SPSB
Spdr Portfolio Short Term Corp

ETFs
59.5K
+ 2.54%
$29.77 - $30.19 $1.77M - $1.8M
2.4M $71.7M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
66.9K
+ 8.64%
$24.94 - $26.14 $1.67M - $1.75M
842K $21M
GOOG
Alphabet Inc.

Communication Services
1.46K
+ 6.8%
$163.08 - $198.16 $237K - $288K
22.8K $4.35M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
57.9K
+ 5.8%
$45.17 - $47.23 $2.61M - $2.73M
1.06M $47.9M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
34.4K
+ 13.03%
$23.25 - $23.56 $800K - $811K
299K $6.95M
PGHY
Invesco ETF Tr Ii Global Short

ETFs
36.2K
+ 20.26%
$19.65 - $20.27 $711K - $733K
215K $4.22M
META
Meta Platforms, Inc.

Communication Services
847
+ 13.95%
$554.08 - $632.68 $469K - $536K
6.92K $4.08M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
15.1K
+ 7.85%
$56.06 - $61.35 $844K - $924K
207K $11.7M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
16.7K
+ 11.26%
$42.33 - $43.3 $707K - $723K
165K $7.03M
DFAS
Dimensional ETF Tr U S Small C

ETFs
7.73K
+ 5.08%
$63.58 - $71.15 $492K - $550K
160K $10.4M
NFLX
Netflix Inc

Communication Services
170
+ 9.04%
$687.65 - $936.56 $117K - $159K
2.05K $1.83M
COP
Conocophillips

Energy
5.56K
+ 57.44%
$95.12 - $114.72 $529K - $638K
15.2K $1.51M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.1K
+ 127.28%
$370.24 - $418.94 $408K - $461K
1.97K $789K
IVV
Ishares Core S&P 500 ETF

ETFs
705
+ 31.76%
$570.51 - $610.59 $402K - $430K
2.93K $1.72M
VTI
Vanguard Total Stock Market Et

ETFs
909
+ 3.53%
$280.04 - $302.45 $255K - $275K
26.7K $7.72M
SCHR
Schwab Intermediate Term Us Tr

ETFs
282K
+ 115.16%
$24.19 - $50.58 $6.83M - $14.3M
528K $12.8M
WMT
Walmart Inc.

Consumer Defensive
988
+ 3.48%
$79.1 - $95.7 $78.2K - $94.6K
29.4K $2.66M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
7.97K
+ 18.28%
$48.33 - $49.08 $385K - $391K
51.5K $2.5M
JPM
Jpmorgan Chase & CO

Financial Services
4
+ 0.03%
$205.18 - $250.29 $821 - $1K
11.9K $2.85M
V
Visa Inc.

Financial Services
464
+ 10.13%
$273.87 - $320.91 $127K - $149K
5.04K $1.59M
ISRG
Intuitive Surgical Inc

Healthcare
439
+ 25.7%
$471.27 - $550.62 $207K - $242K
2.15K $1.12M
SPY
Spdr S&P 500 ETF Trust

ETFs
144
+ 0.93%
$567.81 - $607.81 $81.8K - $87.5K
15.7K $9.18M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
288
+ 3.18%
$521.84 - $558.82 $150K - $161K
9.35K $5.04M
FDIS
Fidelity Covington Tr Msci Con

ETFs
1.96K
+ 71.27%
$85.33 - $104.24 $167K - $205K
4.72K $459K
SUB
Ishares Short Term National Mu

ETFs
2.07K
+ 18.11%
$104.94 - $106.2 $217K - $220K
13.5K $1.42M
CRM
Salesforce, Inc.

Technology
205
+ 9.1%
$270.87 - $367.87 $55.5K - $75.4K
2.46K $821K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
5.01K
+ 20.17%
$49.87 - $52.46 $250K - $263K
29.9K $1.49M
COST
Costco Wholesale Corp

Consumer Defensive
124
+ 4.15%
$873.59 - $994.69 $108K - $123K
3.12K $2.85M
DE
Deere & CO

Industrials
285
+ 2.23%
$389.45 - $466.0 $111K - $133K
13K $5.53M
BSJR
Invesco Indx Tr

ETFs
11.6K
+ 5.24%
$22.37 - $22.7 $259K - $263K
232K $5.21M
AXP
American Express CO

Financial Services
543
+ 51.03%
$267.35 - $305.57 $145K - $166K
1.61K $476K
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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