Advisory Alpha, LLC Portfolio Holdings
Advisory Alpha, LLC
- $2.78 Billion
- Q3 2024
Advisory Alpha, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.78 Billion distributed in 423 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $279M, Spdr Portfolio S&P 500 Value E with a value of $247M, Spdr Ser Tr Fds Spdr Portfolio with a value of $164M, Schwab Strategic U.S. Mid Cap with a value of $161M, and Vanguard with a value of $112M.
Examining the 13F form we can see an increase of $271M in the current position value, from $2.51B 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: $2.58 Billion
Technology: $67.4 Million
Consumer Cyclical: $23.4 Million
Financial Services: $20 Million
Industrials: $19.6 Million
Healthcare: $18.1 Million
Communication Services: $16.3 Million
Consumer Defensive: $14.3 Million
Other: $25.3 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 423
- Current Value $2.78 Billion
- Prior Value $2.51 Billion
- Filing
- Period Q3 2024
- Filing Date November 12, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 48 stocks
- Additional Purchases 218 stocks
- Sold out of 0 stocks
- Reduced holdings in 130 stocks