Advisory Alpha, LLC Portfolio Holdings
Advisory Alpha, LLC
- $2.92 Billion
- Q1 2025
Advisory Alpha, LLC has filed its 13F form on May 19, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.92 Billion distributed in 455 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $262M, Spdr Portfolio S&P 500 Value E with a value of $257M, Schwab Strategic U.S. Mid Cap with a value of $191M, Spdr Ser Tr Fds Spdr Portfolio with a value of $153M, and Spdr Portfolio Short Term Corp with a value of $115M.
Examining the 13F form we can see an increase of $1.32B in the current position value, from $1.6B to 2.92B.
Below you can find more details about Advisory Alpha, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.92 Billion
ETFs: $2.68 Billion
Technology: $73.1 Million
Consumer Cyclical: $26.9 Million
Financial Services: $26.7 Million
Industrials: $25.1 Million
Communication Services: $20.6 Million
Healthcare: $20 Million
Consumer Defensive: $17 Million
Other: $28.1 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 455
- Current Value $2.92 Billion
- Prior Value $1.6 Billion
- Filing
- Period Q1 2025
- Filing Date May 19, 2025
- Form Type 13F-HR/A
- Activity in Q1 2025
- New Purchases 157 stocks
- Additional Purchases 253 stocks
- Sold out of 0 stocks
- Reduced holdings in 12 stocks