Advisory Alpha, LLC Portfolio Holdings
Advisory Alpha, LLC
- $2.78 Billion
- Q4 2024
Advisory Alpha, LLC has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.78 Billion distributed in 437 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $284M, Spdr Portfolio S&P 500 Value E with a value of $235M, Schwab Strategic U.S. Mid Cap with a value of $158M, Spdr Ser Tr Fds Spdr Portfolio with a value of $150M, and Vanguard with a value of $113M.
Examining the 13F form we can see an decrease of $2.28M in the current position value, from $2.78B to 2.78B.
Below you can find more details about Advisory Alpha, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.78 Billion
ETFs: $2.56 Billion
Technology: $75.1 Million
Consumer Cyclical: $28.5 Million
Financial Services: $22.1 Million
Industrials: $20.6 Million
Communication Services: $19.3 Million
Healthcare: $17.4 Million
Consumer Defensive: $14.8 Million
Other: $23.8 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 437
- Current Value $2.78 Billion
- Prior Value $2.78 Billion
- Filing
- Period Q4 2024
- Filing Date January 17, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 42 stocks
- Additional Purchases 231 stocks
- Sold out of 0 stocks
- Reduced holdings in 148 stocks