Advisory Alpha, LLC Incresed Positions in Q2 2025

Advisory Alpha, LLC

  • $3.18 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JPM
Jpmorgan Chase & CO

Financial Services
236
+ 1.84%
$210.28 - $289.91 $49.6K - $68.4K
13K $3.78M
MLPX
Global X Mlp & Energy Infrastr

ETFs
16.5K
+ 4.34%
$55.32 - $65.02 $912K - $1.07M
397K $24.9M
DFIV
Dimensional ETF Tr

ETFs
4.92K
+ 5.56%
$34.67 - $43.21 $171K - $213K
93.5K $4.01M
PLTR
Palantir Technologies Inc.

Technology
960
+ 13.29%
$74.01 - $144.25 $71K - $138K
8.19K $1.12M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
501
+ 4.33%
$66.89 - $111.18 $33.5K - $55.7K
12.1K $1.34M
PGHY
Invesco ETF Tr Ii Global Short

ETFs
24K
+ 9.66%
$18.92 - $19.87 $454K - $477K
272K $5.41M
PM
Philip Morris International Inc.

Consumer Defensive
1.85K
+ 29.11%
$149.23 - $184.95 $276K - $342K
8.2K $1.49M
COST
Costco Wholesale Corp

Consumer Defensive
332
+ 10.57%
$908.13 - $1056.85 $301K - $351K
3.47K $3.44M
XLP
Consumer Staples Sector Spdr

ETFs
6.13K
+ 1.5%
N/A
416K $31.6M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
17.8K
+ 33.76%
$25.69 - $26.9 $458K - $480K
70.7K $1.87M
VBR
Vanguard Small Cap Value ETF

ETFs
1.05K
+ 3.65%
$162.76 - $195.77 $171K - $206K
29.8K $5.82M
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
16.4K
+ 9.77%
$20.29 - $21.52 $332K - $352K
184K $3.96M
ECL
Ecolab Inc.

Basic Materials
1.49K
+ 112.93%
$225.65 - $270.95 $337K - $405K
2.82K $759K
PAUG
Innovator U.S. Equity Power Bu

ETFs
690
+ 0.48%
$35.3 - $40.46 $24.4K - $27.9K
143K $5.8M
VTV
Vanguard Value ETF

ETFs
1.92K
+ 13.06%
$153.67 - $176.74 $294K - $338K
16.6K $2.93M
DFSV
Dimensional ETF Tr Dimensional

ETFs
8.75K
+ 8.5%
$24.21 - $29.47 $212K - $258K
112K $3.29M
STRL
Sterling Construction CO Inc

Industrials
612
+ 29.48%
$104.96 - $231.51 $64.2K - $142K
2.69K $620K
CAT
Caterpillar Inc

Industrials
223
+ 4.41%
$273.94 - $388.21 $61.1K - $86.6K
5.28K $2.05M
VEA
Vanguard Ftse Developed Market

ETFs
5.8K
+ 108.38%
$45.65 - $57.01 $265K - $330K
11.1K $635K
KLAC
Kla Corp

Technology
232
+ 32.72%
$576.53 - $902.94 $134K - $209K
941 $842K
ORCL
Oracle Corp

Technology
287
+ 7.97%
$122.82 - $218.63 $35.2K - $62.7K
3.89K $850K
USD
Proshares Ultra Semiconductors

ETFs
13
+ 0.13%
$29.19 - $74.0 $379 - $962
10.2K $757K
VGT
Vanguard Information Technolog

ETFs
156
+ 7.87%
$470.37 - $663.28 $73.4K - $103K
2.14K $1.42M
GE
General Electric CO

Industrials
444
+ 12.33%
$166.81 - $257.39 $74.1K - $114K
4.05K $1.04M
CCL
Carnival Corp

Consumer Cyclical
4.38K
+ 21.26%
$16.43 - $28.12 $72K - $123K
25K $702K
POCT
Innovator U.S. Equity Power Bu

ETFs
1.46K
+ 1.58%
$36.35 - $41.3 $53.1K - $60.3K
94.2K $3.89M
HWM
Howmet Aerospace Inc.

Industrials
415
+ 11.84%
$112.33 - $186.13 $46.6K - $77.2K
3.92K $729K
AMD
Advanced Micro Devices Inc

Technology
423
+ 8.16%
$78.21 - $143.81 $33.1K - $60.8K
5.61K $796K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.9K
+ 32.42%
$55.54 - $69.09 $161K - $201K
11.9K $819K
CRM
Salesforce, Inc.

Technology
843
+ 30.9%
$236.26 - $291.15 $199K - $245K
3.57K $973K
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
5.74K
+ 24.1%
$36.2 - $38.97 $208K - $224K
29.5K $1.15M
MS
Morgan Stanley

Financial Services
1.16K
+ 36.27%
$99.83 - $140.86 $116K - $164K
4.37K $615K
MCO
Moodys Corp

Financial Services
342
+ 19.25%
$396.7 - $501.59 $136K - $172K
2.12K $1.06M
DIS
Walt Disney CO

Communication Services
376
+ 5.09%
$81.72 - $124.01 $30.7K - $46.6K
7.77K $963K
GS
Goldman Sachs Group Inc

Financial Services
211
+ 41.21%
$462.22 - $707.75 $97.5K - $149K
723 $511K
BAC
Bank Of America Corp

Financial Services
1.08K
+ 3.38%
$34.39 - $47.46 $37.2K - $51.4K
33.1K $1.57M
AXP
American Express CO

Financial Services
417
+ 22.42%
$231.39 - $318.98 $96.5K - $133K
2.28K $726K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
91
+ 4.99%
$177.93 - $313.14 $16.2K - $28.5K
1.92K $599K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
204
+ 8.25%
$179.95 - $278.88 $36.7K - $56.9K
2.68K $746K
BK
Bank Of New York Mellon Corp

Financial Services
1.87K
+ 31.92%
$73.31 - $91.62 $137K - $171K
7.72K $703K
PANW
Palo Alto Networks Inc

Technology
658
+ 29.13%
$152.44 - $204.64 $100K - $135K
2.92K $596K
HCA
Hca Healthcare, Inc.

Healthcare
371
+ 23.3%
$317.61 - $387.52 $118K - $144K
1.96K $752K
MA
Mastercard Inc

Financial Services
308
+ 15.97%
$479.92 - $590.74 $148K - $182K
2.24K $1.26M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.09K
+ 11.85%
$85.42 - $94.39 $179K - $198K
19.8K $1.85M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.37K
+ 40.32%
$114.78 - $133.31 $157K - $182K
4.75K $633K
ISRG
Intuitive Surgical Inc

Healthcare
147
+ 6.98%
$451.58 - $565.94 $66.4K - $83.2K
2.25K $1.22M
LLY
Eli Lilly & CO

Healthcare
477
+ 11.44%
$713.71 - $898.95 $340K - $429K
4.65K $3.62M
TT
Trane Technologies PLC

Industrials
220
+ 27.78%
$315.21 - $437.41 $69.3K - $96.2K
1.01K $442K
MPC
Marathon Petroleum Corp

Energy
215
+ 3.36%
$118.55 - $170.08 $25.5K - $36.6K
6.61K $1.1M
Activity Summary
Buys All Purchases 303 New Holdings 45 Increased Positions 258 Sells All Sells 157 Reductions 157 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