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
MDLZ
Mondelez International, Inc.

Consumer Defensive
338
+ 3.0%
$63.54 - $68.5 $21.5K - $23.2K
11.6K $781K
CMI
Cummins Inc

Industrials
21
+ 2.95%
$267.12 - $336.65 $5.61K - $7.07K
734 $240K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
739
+ 5.91%
$21.37 - $22.67 $15.8K - $16.8K
13.3K $299K
DRI
Darden Restaurants Inc

Consumer Cyclical
11
+ 0.88%
$186.58 - $225.78 $2.05K - $2.48K
1.27K $276K
NUSC
Nuveen Esg Small Cap ETF

ETFs
24
+ 0.4%
$33.38 - $40.81 $801 - $979
6K $244K
SUB
Ishares Short Term National Mu

ETFs
53
+ 0.35%
$104.77 - $106.34 $5.55K - $5.64K
15.3K $1.63M
KR
Kroger CO

Consumer Defensive
23
+ 0.66%
$64.62 - $74.0 $1.49K - $1.7K
3.49K $250K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
1.47K
+ 5.38%
$22.18 - $23.36 $32.6K - $34.3K
28.8K $645K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
948
+ 4.51%
$24.14 - $25.43 $22.9K - $24.1K
21.9K $543K
IWD
Ishares Russell 1000 Val ETF

ETFs
2
+ 0.1%
$166.82 - $194.23 $334 - $388
2.1K $408K
CVS
Cvs Health Corp

Healthcare
78
+ 1.78%
$60.04 - $70.18 $4.68K - $5.47K
4.47K $308K
AMGN
Amgen Inc

Healthcare
147
+ 16.0%
$262.28 - $309.85 $38.6K - $45.5K
1.07K $297K
ABBV
Abb Vie Inc.

Healthcare
701
+ 13.94%
$170.16 - $206.27 $119K - $145K
5.73K $1.06M
PGR
Progressive Corp

Financial Services
97
+ 9.89%
$255.27 - $288.74 $24.8K - $28K
1.08K $287K
SHW
Sherwin Williams CO

Basic Materials
118
+ 2.19%
$313.51 - $363.51 $37K - $42.9K
5.5K $1.89M
PSX
Phillips 66

Energy
176
+ 6.05%
$92.87 - $125.73 $16.3K - $22.1K
3.08K $367K
TXN
Texas Instruments Inc

Technology
45
+ 2.39%
N/A
1.93K $374K
LUV
Southwest Airlines CO

Industrials
458
+ 7.41%
$24.04 - $34.36 $11K - $15.7K
6.64K $215K
ROP
Roper Technologies Inc

Industrials
35
+ 6.96%
$519.19 - $590.78 $18.2K - $20.7K
538 $304K
AMT
American Tower Corp

Real Estate
5
+ 0.25%
$203.96 - $228.19 $1.02K - $1.14K
1.98K $436K
EVRG
Evergy, Inc.

Utilities
102
+ 3.11%
$64.06 - $69.64 $6.53K - $7.1K
3.38K $233K
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
44
+ 1.82%
$79.41 - $86.53 $3.49K - $3.81K
2.46K $212K
MO
Altria Group, Inc.

Consumer Defensive
382
+ 3.36%
$55.56 - $60.91 $21.2K - $23.3K
11.8K $689K
ITB
Ishares Tr

ETFs
118
+ 3.73%
$85.52 - $96.61 $10.1K - $11.4K
3.28K $305K
KMB
Kimberly Clark Corp

Consumer Defensive
294
+ 11.52%
$126.84 - $145.22 $37.3K - $42.7K
2.85K $367K
RYU
Invesco S&P 500 Equal Weight U

ETFs
210
+ 2.13%
N/A
10.1K $0
J P Morgan Exchange Traded F
815
+ 21.8%
N/A
4.55K $0
FSCO
Fs Cr Opportunities Corp Com
8.98K
+ 52.38%
N/A
26.1K $0
PSEP
Innovator U.S. Equity Power Bu
1.51K
+ 3.86%
N/A
40.5K $0
PDEC
Innovator U.S. Equity Power Bu
510
+ 1.75%
N/A
29.7K $0
ET
Energy Transfer LP

Energy
260
+ 2.56%
$15.65 - $18.93 $4.07K - $4.92K
10.4K $188K
Corpay Inc
238
+ 11.55%
N/A
2.3K $0
Dimensional ETF Trust
18.4K
+ 5.43%
N/A
357K $0
IAK
Ishares Tr

ETFs
18
+ 1.22%
$122.44 - $138.47 $2.2K - $2.49K
1.49K $200K
BBDC
Barings Bdc, Inc.

Financial Services
250
+ 2.31%
$7.89 - $9.51 $1.97K - $2.38K
11.1K $101K
WM
Waste Management Inc

Industrials
31
+ 0.54%
$216.47 - $242.1 $6.71K - $7.51K
5.75K $1.31M
LOW
Lowes Companies Inc

Consumer Cyclical
144
+ 3.98%
$210.83 - $235.28 $30.4K - $33.9K
3.77K $835K
PECO
Phillips Edison & Company, Inc.

Real Estate
32
+ 0.46%
$33.53 - $37.33 $1.07K - $1.19K
6.92K $242K
XEL
Xcel Energy Inc

Utilities
31
+ 0.69%
$65.65 - $72.39 $2.04K - $2.24K
4.55K $309K
DTE
Dte Energy CO

Utilities
14
+ 0.61%
$127.39 - $139.49 $1.78K - $1.95K
2.29K $303K
CHD
Church & Dwight CO Inc

Consumer Defensive
296
+ 9.8%
$91.57 - $110.76 $27.1K - $32.8K
3.32K $318K
OKE
Oneok Inc

Energy
993
+ 17.72%
$78.71 - $100.37 $78.2K - $99.7K
6.6K $538K
TSCO
Tractor Supply CO

Consumer Cyclical
12
+ 0.15%
$47.86 - $55.77 $574 - $669
8.28K $436K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.97K
+ 1393.43%
$87.84 - $1441.89 $261K - $4.28M
3.18K $286K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
12
+ 1.15%
$212.1 - $244.27 $2.55K - $2.93K
1.06K $231K
PFE
Pfizer Inc

Healthcare
496
+ 1.41%
$21.59 - $24.84 $10.7K - $12.3K
35.8K $867K
MCD
Mcdonalds Corp

Consumer Cyclical
125
+ 2.62%
$285.55 - $321.23 $35.7K - $40.2K
4.89K $1.43M
GIS
General Mills Inc

Consumer Defensive
467
+ 4.28%
$50.37 - $60.97 $23.5K - $28.5K
11.4K $589K
TRGP
Targa Resources Corp.

Energy
172
+ 4.82%
$157.32 - $205.72 $27.1K - $35.4K
3.74K $650K
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
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