Advisory Alpha, LLC Incresed Positions in Q3 2025

Advisory Alpha, LLC

  • $3.54 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VXF
Vanguard Extended Market ETF

ETFs
452
+ 14.38%
$193.58 - $213.07 $87.5K - $96.3K
3.6K $752K
DGRO
Ishares Core Dividend Growth E

ETFs
140
+ 0.42%
$64.12 - $68.08 $8.98K - $9.53K
33.1K $2.25M
PFE
Pfizer Inc

Healthcare
3.88K
+ 10.85%
$23.29 - $25.88 $90.4K - $100K
39.7K $1.01M
RF
Regions Financial Corp

Financial Services
3.13K
+ 15.26%
$24.03 - $27.41 $75.2K - $85.8K
23.6K $623K
VOOV
Vanguard S&P 500 Value ETF

ETFs
465
+ 10.6%
$187.97 - $199.47 $87.4K - $92.8K
4.85K $967K
AJG
Arthur J. Gallagher & Co.

Financial Services
545
+ 19.64%
$284.17 - $319.49 $155K - $174K
3.32K $1.03M
SOXX
Ishares Semiconductor ETF

ETFs
93
+ 2.64%
$236.93 - $271.12 $22K - $25.2K
3.62K $981K
FDS
Factset Research Systems Inc

Financial Services
742
+ 160.61%
$283.86 - $450.3 $211K - $334K
1.2K $344K
MO
Altria Group, Inc.

Consumer Defensive
705
+ 5.99%
$57.75 - $67.68 $40.7K - $47.7K
12.5K $823K
VEA
Vanguard Ftse Developed Market

ETFs
1.66K
+ 14.92%
$56.02 - $60.3 $93.1K - $100K
12.8K $767K
DHI
Horton D R Inc

Consumer Cyclical
344
+ 20.09%
$129.82 - $184.04 $44.7K - $63.3K
2.06K $348K
EIX
Edison International

Utilities
1.97K
+ 37.96%
$50.42 - $56.35 $99.4K - $111K
7.16K $395K
SUB
Ishares Short Term National Mu

ETFs
1.13K
+ 7.36%
$106.17 - $107.3 $120K - $121K
16.4K $1.75M
ENB
Enbridge Inc

Energy
1.74K
+ 23.79%
$43.79 - $50.46 $76.3K - $87.9K
9.06K $457K
FLRN
Spdr Bloomberg Investment Grad

ETFs
3.38K
+ 0.47%
$30.71 - $30.86 $104K - $104K
716K $22.1M
MUB
Ishares National Muni Bond ETF

ETFs
887
+ 5.98%
$103.24 - $106.68 $91.6K - $94.6K
15.7K $1.67M
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
2.6K
+ 8.8%
$38.58 - $40.06 $100K - $104K
32.1K $1.28M
L
Loews Corp

Financial Services
853
+ 23.54%
$89.82 - $100.39 $76.6K - $85.6K
4.48K $449K
EXC
Exelon Corp

Utilities
2.25K
+ 32.8%
$42.73 - $45.54 $96.1K - $102K
9.11K $409K
PNC
Pnc Financial Services Group, Inc.

Financial Services
415
+ 23.06%
$185.88 - $207.44 $77.1K - $86.1K
2.22K $445K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
935
+ 15.96%
$87.05 - $93.19 $81.4K - $87.1K
6.79K $631K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1.23K
+ 4.76%
$72.01 - $74.44 $88.4K - $91.3K
27K $1.98M
ACWI
Ishares Msci Acwi ETF

ETFs
372
+ 6.8%
$128.32 - $138.41 $47.7K - $51.5K
5.84K $807K
TXN
Texas Instruments Inc

Technology
524
+ 27.22%
N/A
2.45K $476K
WMB
Williams Companies, Inc.

Energy
1.58K
+ 44.48%
$56.52 - $64.01 $89.1K - $101K
5.12K $324K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
4.65K
+ 97.12%
$38.58 - $58.24 $179K - $271K
9.44K $369K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
4.04K
+ 14.75%
$22.9 - $23.58 $92.6K - $95.3K
31.5K $738K
FISV
Fiserv Inc

Technology
784
+ 31.46%
N/A
3.28K $410K
PAYX
Paychex Inc

Industrials
1.34K
+ 34.95%
$126.69 - $147.99 $170K - $199K
5.19K $657K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
637
+ 5.37%
$68.24 - $73.73 $43.5K - $47K
12.5K $917K
MA
Mastercard Inc

Financial Services
143
+ 6.39%
$550.18 - $598.96 $78.7K - $85.7K
2.38K $1.35M
CMI
Cummins Inc

Industrials
57
+ 7.77%
$327.85 - $426.39 $18.7K - $24.3K
791 $334K
CCL
Carnival Corp

Consumer Cyclical
2.53K
+ 10.11%
$28.37 - $32.49 $71.7K - $82.1K
27.5K $795K
CTRA
Coterra Energy Inc.

Energy
4.42K
+ 55.97%
$23.09 - $25.45 $102K - $112K
12.3K $290K
BSX
Boston Scientific Corp

Healthcare
1.58K
+ 22.96%
$97.03 - $108.14 $153K - $170K
8.43K $823K
ADBE
Adobe Inc.

Technology
304
+ 49.59%
$333.65 - $392.1 $101K - $119K
917 $323K
HYZD
Wisdomtree Tr Interest Rate He

ETFs
3.49K
+ 7.48%
$22.25 - $22.65 $77.7K - $79K
50.1K $1.13M
SCHC
Schwab Strategic Tr Intl Small

ETFs
986
+ 8.14%
$42.28 - $45.71 $41.7K - $45.1K
13.1K $596K
A
Agilent Technologies, Inc.

Healthcare
375
+ 12.87%
$112.04 - $128.75 $42K - $48.3K
3.29K $422K
VMC
Vulcan Materials CO

Basic Materials
117
+ 12.89%
$260.62 - $307.62 $30.5K - $36K
1.03K $315K
SYY
Sysco Corp

Consumer Defensive
572
+ 12.24%
$76.33 - $82.51 $43.7K - $47.2K
5.25K $431K
OMC
Omnicom Group Inc.

Communication Services
499
+ 13.16%
$70.41 - $81.53 $35.1K - $40.7K
4.29K $349K
CGGR
Capital Group Growth ETF Shs C

ETFs
519
+ 3.29%
$40.2 - $44.58 $20.9K - $23.1K
16.3K $715K
CVS
Cvs Health Corp

Healthcare
600
+ 13.43%
$58.75 - $76.5 $35.3K - $45.9K
5.07K $382K
RSG
Republic Services, Inc.

Industrials
406
+ 30.16%
$225.33 - $246.01 $91.5K - $99.9K
1.75K $402K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
613
+ 6.48%
$97.75 - $100.75 $59.9K - $61.8K
10.1K $1.01M
MDT
Medtronic PLC

Healthcare
521
+ 19.56%
$87.67 - $95.74 $45.7K - $49.9K
3.18K $303K
CBOE
Cboe Global Markets, Inc.

Financial Services
228
+ 17.81%
$231.35 - $253.24 $52.7K - $57.7K
1.51K $369K
LQD
Ishares Iboxx $ Investment Gra

ETFs
606
+ 33.06%
$107.66 - $112.36 $65.2K - $68.1K
2.44K $271K
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
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