Advisory Alpha, LLC Portfolio Holdings
Advisory Alpha, LLC
- $3.18 Billion
- Q2 2025
Advisory Alpha, LLC has filed its 13F form on August 01, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3.18 Billion distributed in 481 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $322M, Spdr Portfolio S&P 500 Value E with a value of $273M, Schwab Strategic U.S. Mid Cap with a value of $235M, Spdr Ser Tr Fds Spdr Portfolio with a value of $166M, and Technology Sector Spdr with a value of $142M.
Examining the 13F form we can see an increase of $265M in the current position value, from $2.92B to 3.18B.
Below you can find more details about Advisory Alpha, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$3.18 Billion
ETFs: $2.9 Billion
Technology: $90.9 Million
Consumer Cyclical: $33.9 Million
Financial Services: $30.8 Million
Industrials: $30.4 Million
Communication Services: $26.9 Million
Healthcare: $19.5 Million
Consumer Defensive: $17.5 Million
Other: $29.1 Million
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 481
- Current Value $3.18 Billion
- Prior Value $2.92 Billion
- Filing
- Period Q2 2025
- Filing Date August 01, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 45 stocks
- Additional Purchases 258 stocks
- Sold out of 0 stocks
- Reduced holdings in 157 stocks