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Advisory Alpha

Latest statistics and disclosures from Advisory Alpha's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPYG, SPYV, SCHM, SPDW, XLK, and represent 36.31% of Advisory Alpha's stock portfolio.
Added to shares of these 10 stocks: SPYV (+$22M), XLI (+$21M), SCHM (+$17M), SPYG (+$16M), XLC (+$14M), SPSB (+$12M), SCHA (+$9.7M), SPDW (+$9.2M), XLE (+$6.9M), XLK (+$5.5M).
Started 68 new stock positions in FDVV, EXPE, VLTO, SIL, IGM, TQQQ, NSC, BDX, FEZ, AAXJ.
Reduced shares in these 10 stocks: XLY (-$14M), XLB (-$9.3M), SPY (-$9.1M), XLV (-$8.0M), POCT, FTSM, BIV, VTIP, PGHY, CMBS.
Sold out of its positions in BCIM, ABNB, AMT, ELV, LEU, GTLS, CRWD, CCK, DRI, DXCM.
Advisory Alpha was a net buyer of stock by $187M.
Advisory Alpha has $3.6B in assets under management (AUM), dropping by 11.76%.
Central Index Key (CIK): 0001576762

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Portfolio Holdings for Advisory Alpha

Advisory Alpha holds 516 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Advisory Alpha has 516 total positions. Only the first 250 positions are shown.

Sign up to view all of the Advisory Alpha Sept. 30, 2025 positions
Download the Advisory Alpha September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	10.4	$372M	+4%	3.5M	105.13	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	8.7	$311M	+7%	5.6M	55.48	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	7.5	$267M	+6%	8.9M	29.91	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	5.2	$187M	+5%	4.3M	43.19	View chart
Select Sector Spdr Tr Technology (XLK)	4.6	$166M	+3%	580k	286.16	View chart
Spdr Series Trust Portfolio Short (SPSB)	3.6	$128M	+10%	4.2M	30.21	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	3.1	$113M	+9%	4.0M	28.08	View chart
Select Sector Spdr Tr Indl (XLI)	2.6	$92M	+30%	594k	154.20	View chart
Spdr Series Trust Portfli High Yld (SPHY)	2.3	$82M	+5%	3.4M	23.83	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	2.1	$75M	+4%	1.3M	58.73	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	2.1	$74M	+7%	1.8M	41.33	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	1.5	$56M	+3%	1.2M	47.19	View chart
Select Sector Spdr Tr Communication (XLC)	1.5	$55M	+33%	475k	116.45	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	1.5	$55M	-12%	382k	143.19	View chart
Spdr Series Trust Port Mtg Bk Etf (SPMB)	1.4	$49M	+5%	2.2M	22.45	View chart
Ishares Tr Conv Bd Etf (ICVT)	1.3	$46M	+3%	450k	101.60	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.3	$46M	+3%	319k	143.07	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.3	$46M	+6%	541k	84.16	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	1.2	$43M	+6%	1.0M	41.92	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	1.1	$41M	+3%	521k	77.85	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	1.1	$40M	+4%	2.2M	18.30	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.1	$39M	+8%	841k	45.97	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	1.0	$38M	+8%	1.5M	25.14	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	1.0	$36M	+9%	455k	77.94	View chart
Apple (AAPL)	1.0	$34M		133k	257.15	View chart
Select Sector Spdr Tr Financial (XLF)	0.9	$34M	+3%	637k	53.35	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.9	$34M	-29%	142k	239.42	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.9	$32M		148k	216.96	View chart
Spdr Series Trust Portfolio Ln Tsr (SPTL)	0.8	$29M	+7%	1.1M	27.00	View chart
NVIDIA Corporation (NVDA)	0.8	$29M	+13%	151k	188.90	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.8	$28M		1.0M	26.90	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.7	$26M	+5%	395k	66.85	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.7	$26M	+5%	417k	62.17	View chart
Select Sector Spdr Tr Energy (XLE)	0.7	$26M	+36%	289k	88.44	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	0.7	$24M		919k	25.86	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.7	$24M	+6%	648k	36.59	View chart
Microsoft Corporation (MSFT)	0.6	$23M	+5%	44k	515.87	View chart
Spdr Series Trust Bloomberg Invt (FLRN)	0.6	$22M		716k	30.75	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.6	$21M	+4%	234k	87.89	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.5	$19M		240k	78.72	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.5	$18M	-33%	203k	89.71	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.5	$18M	+10%	101k	174.28	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.5	$17M	+8%	252k	68.75	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$17M		620k	27.34	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.4	$14M		246k	57.69	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$14M	-39%	21k	669.35	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.4	$14M	+8%	46k	296.09	View chart
Amazon (AMZN)	0.3	$13M	+9%	56k	222.41	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.3	$12M	+4%	372k	32.88	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.3	$12M	+5%	381k	31.73	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)	0.3	$12M	+2%	513k	23.06	View chart
Tesla Motors (TSLA)	0.3	$11M	+10%	25k	436.01	View chart
Spdr Series Trust Bloomberg Sht Te (SJNK)	0.3	$11M	+13%	416k	25.49	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.3	$10M		430k	23.42	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.3	$9.7M	+59%	229k	42.50	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$9.4M	+10%	187k	50.58	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$8.4M		128k	65.57	View chart
Meta Platforms Cl A (META)	0.2	$8.2M	+17%	11k	727.27	View chart
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)	0.2	$8.0M	+5%	353k	22.75	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$8.0M	+10%	32k	246.46	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$7.7M	+15%	31k	245.73	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$7.6M	-2%	23k	329.88	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$7.4M	+9%	25k	301.46	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$7.2M	+4%	227k	31.92	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$7.2M	-2%	15k	483.38	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.2	$6.9M	+5%	194k	35.74	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$6.8M	+7%	32k	210.05	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$6.7M	+5%	11k	615.59	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.2	$6.4M		139k	45.63	View chart
Deere & Company (DE)	0.2	$6.3M		14k	461.89	View chart
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS)	0.2	$6.2M	+5%	280k	22.09	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$6.1M	+3%	12k	495.98	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.2	$6.1M		148k	41.14	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.2	$5.8M	+25%	234k	24.72	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$4.6M	+5%	99k	46.21	View chart
Exxon Mobil Corporation (XOM)	0.1	$4.5M	+6%	41k	111.30	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$4.5M	+4%	139k	32.18	View chart
Eli Lilly & Co. (LLY)	0.1	$4.3M	+13%	5.3k	820.13	View chart
Invesco Exch Traded Fd Tr Ii Global Ex Us Hgh (PGHY)	0.1	$4.2M	-22%	212k	19.98	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT)	0.1	$4.2M	+4%	193k	21.60	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.1	$4.1M		104k	39.72	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$4.1M		88k	46.02	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$4.0M	+12%	56k	72.65	View chart
JPMorgan Chase & Co. (JPM)	0.1	$3.9M		13k	307.67	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$3.9M	+8%	121k	32.01	View chart
Wal-Mart Stores (WMT)	0.1	$3.8M	+19%	38k	101.71	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.1	$3.8M	+58%	180k	20.93	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$3.7M	-45%	61k	59.94	View chart
Aim Etf Products Trust Allianzim Us Lrg (AUGW)	0.1	$3.5M		110k	32.00	View chart
Netflix (NFLX)	0.1	$3.3M	+9%	2.9k	1162.77	View chart
Home Depot (HD)	0.1	$3.3M	+5%	8.4k	395.23	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$3.2M	+5%	47k	68.06	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$3.0M	-29%	60k	50.03	View chart
Costco Wholesale Corporation (COST)	0.1	$2.9M	-8%	3.2k	917.67	View chart
United Parcel Service CL B (UPS)	0.1	$2.9M	-6%	34k	85.57	View chart
Procter & Gamble Company (PG)	0.1	$2.8M	+21%	19k	152.08	View chart
Caterpillar (CAT)	0.1	$2.7M	+3%	5.5k	490.87	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$2.6M	-15%	14k	186.59	View chart
International Business Machines (IBM)	0.1	$2.5M	+12%	8.8k	286.86	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$2.5M		27k	93.45	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$2.5M		37k	67.59	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.1	$2.5M	-7%	64k	38.39	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$2.3M	-3%	88k	25.83	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$2.3M		33k	68.22	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$2.2M	-2%	4.8k	465.25	View chart
Applied Materials (AMAT)	0.1	$2.2M	-6%	9.8k	223.66	View chart
National Storage Affiliates Com Shs Ben In (NSA)	0.1	$2.2M		73k	30.04	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$2.2M	+16%	11k	198.50	View chart
Visa Com Cl A (V)	0.1	$2.2M	+5%	6.3k	346.15	View chart
Johnson & Johnson (JNJ)	0.1	$2.1M	+37%	12k	186.07	View chart
Duke Energy Corp Com New (DUK)	0.1	$2.1M	+6%	17k	121.60	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$2.0M	+9%	22k	94.84	View chart
UnitedHealth (UNH)	0.1	$2.0M	+3%	5.7k	353.99	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.1	$2.0M	+15%	14k	141.89	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$2.0M	+4%	27k	72.71	View chart
Spdr Series Trust Bbg Conv Sec Etf (CWB)	0.1	$2.0M		21k	91.99	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$1.9M		2.9k	672.87	View chart
Sherwin-Williams Company (SHW)	0.1	$1.9M	+2%	5.6k	343.95	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.1	$1.9M	+10%	45k	42.96	View chart
Philip Morris International (PM)	0.1	$1.9M	+47%	12k	157.95	View chart
Chevron Corporation (CVX)	0.1	$1.9M	+28%	12k	153.40	View chart
At&t (T)	0.1	$1.9M	-12%	69k	27.01	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$1.8M	+13%	2.4k	758.36	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$1.8M	+47%	39k	47.04	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$1.8M	+7%	16k	106.64	View chart
Bank of America Corporation (BAC)	0.0	$1.7M	+3%	34k	50.49	View chart
Gentex Corporation (GNTX)	0.0	$1.7M	+14%	61k	27.84	View chart
Palantir Technologies Cl A (PLTR)	0.0	$1.7M	+9%	9.0k	187.06	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$1.7M	+5%	16k	106.36	View chart
Abbvie (ABBV)	0.0	$1.7M	+22%	7.0k	236.69	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.0	$1.7M		24k	69.08	View chart
Ge Aerospace Com New (GE)	0.0	$1.6M	+34%	5.5k	299.61	View chart
Proshares Tr Ii Ultra Silver New (AGQ)	0.0	$1.6M	+10%	21k	75.95	View chart
Oracle Corporation (ORCL)	0.0	$1.6M	+42%	5.5k	288.95	View chart
Ishares Tr Short Treas Bd (SHV)	0.0	$1.6M		14k	110.16	View chart
Nextera Energy (NEE)	0.0	$1.6M	+16%	20k	78.19	View chart
Marathon Petroleum Corp (MPC)	0.0	$1.5M	+21%	8.0k	192.29	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$1.5M	-2%	10k	146.44	View chart
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)	0.0	$1.5M	-23%	54k	27.31	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.0	$1.4M		37k	38.90	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.0	$1.4M		34k	41.13	View chart
Mastercard Incorporated Cl A (MA)	0.0	$1.4M	+6%	2.4k	578.09	View chart
McDonald's Corporation (MCD)	0.0	$1.4M	-7%	4.5k	300.10	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.0	$1.3M	+3%	26k	51.33	View chart
First Tr Exchange-traded SHS (FDL)	0.0	$1.3M		31k	43.59	View chart
ConocoPhillips (COP)	0.0	$1.3M	-7%	14k	93.39	View chart
Ishares Jp Mrgn Em Hi Bd (EMHY)	0.0	$1.3M	+8%	32k	39.56	View chart
Lockheed Martin Corporation (LMT)	0.0	$1.3M	+5%	2.5k	499.75	View chart
Cme (CME)	0.0	$1.3M	-11%	4.7k	265.47	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.0	$1.2M		29k	42.05	View chart
Amphenol Corp Cl A (APH)	0.0	$1.2M	-18%	9.9k	123.58	View chart
Stryker Corporation (SYK)	0.0	$1.2M		3.3k	366.59	View chart
Waste Management (WM)	0.0	$1.2M		5.6k	217.00	View chart
Automatic Data Processing (ADP)	0.0	$1.2M	-5%	4.2k	289.95	View chart
Moody's Corporation (MCO)	0.0	$1.2M	+18%	2.5k	482.30	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.0	$1.2M		27k	45.35	View chart
Proshares Tr Ii Ultra Gold (UGL)	0.0	$1.2M	-2%	26k	45.87	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.0	$1.2M	NEW	16k	76.61	View chart
3M Company (MMM)	0.0	$1.2M	+247%	7.4k	158.81	View chart
Kla Corp Com New (KLAC)	0.0	$1.2M	+9%	1.0k	1139.82	View chart
Ishares Tr Broad Usd High (USHY)	0.0	$1.2M		31k	37.61	View chart
Bank of New York Mellon Corporation (BK)	0.0	$1.2M	+40%	11k	106.38	View chart
Autodesk (ADSK)	0.0	$1.1M	+6%	3.5k	320.91	View chart
Coca-Cola Company (KO)	0.0	$1.1M	-7%	17k	66.12	View chart
Wisdomtree Tr Hedged Hi Yld Bd (HYZD)	0.0	$1.1M	+7%	50k	22.57	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.0	$1.1M	NEW	23k	48.47	View chart
Nxp Semiconductors N V (NXPI)	0.0	$1.1M	+18%	4.8k	227.75	View chart
Hca Holdings (HCA)	0.0	$1.1M	+30%	2.6k	426.83	View chart
Wells Fargo & Company (WFC)	0.0	$1.1M	+49%	14k	80.51	View chart
TJX Companies (TJX)	0.0	$1.1M	+14%	7.6k	142.51	View chart
Pfizer (PFE)	0.0	$1.1M	+10%	40k	27.08	View chart
American Express Company (AXP)	0.0	$1.1M	+41%	3.2k	330.57	View chart
Proshares Tr Pshs Ult Semicdt (USD)	0.0	$1.1M		10k	103.93	View chart
CSX Corporation (CSX)	0.0	$1.0M	-16%	29k	35.57	View chart
Morgan Stanley Com New (MS)	0.0	$1.0M	+51%	6.6k	155.33	View chart
Arthur J. Gallagher & Co. (AJG)	0.0	$1.0M	+19%	3.3k	308.73	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$1.0M	+2%	3.6k	281.83	View chart
Intuitive Surgical Com New (ISRG)	0.0	$1.0M		2.3k	443.13	View chart
Advanced Micro Devices (AMD)	0.0	$1.0M	+6%	6.0k	169.73	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$1.0M	+6%	10k	100.31	View chart
Qualcomm (QCOM)	0.0	$1.0M	+13%	5.9k	168.95	View chart
Sterling Construction Company (STRL)	0.0	$1.0M	+6%	2.9k	351.66	View chart
Abbott Laboratories (ABT)	0.0	$1.0M	+3%	7.5k	133.01	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.0	$991k		3.6k	275.67	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.0	$971k	+10%	4.9k	200.01	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$968k	+6%	2.7k	354.79	View chart
Ishares Tr Cmbs Etf (CMBS)	0.0	$968k	-39%	20k	49.10	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$962k		2.0k	471.93	View chart
Electronic Arts (EA)	0.0	$959k	-14%	4.8k	201.09	View chart
Marriott Intl Cl A (MAR)	0.0	$953k	+9%	3.6k	266.46	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.0	$952k		15k	61.95	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$939k		12k	79.80	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$937k	-59%	12k	78.18	View chart
Walt Disney Company (DIS)	0.0	$932k	+6%	8.3k	112.19	View chart
Lowe's Companies (LOW)	0.0	$929k		3.8k	247.38	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$926k	+5%	13k	74.13	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.0	$924k		9.2k	100.38	View chart
salesforce (CRM)	0.0	$915k	+7%	3.8k	239.01	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.0	$910k		20k	44.60	View chart
Howmet Aerospace (HWM)	0.0	$905k	+20%	4.7k	191.09	View chart
Palo Alto Networks (PANW)	0.0	$903k	+47%	4.3k	209.30	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$895k		2.6k	338.41	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.0	$886k	+2%	39k	22.79	View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)	0.0	$868k	+25%	36k	23.91	View chart
Citigroup Com New (C)	0.0	$849k	+79%	8.7k	97.35	View chart
Spinnaker Etf Series Select Stoxx Eur (EUAD)	0.0	$848k	+224%	18k	47.17	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$835k		4.4k	190.60	View chart
First Solar (FSLR)	0.0	$833k	+76%	3.6k	232.13	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$827k	-41%	2.0k	405.46	View chart
Public Service Enterprise (PEG)	0.0	$824k	+67%	10k	81.58	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.0	$824k		35k	23.77	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$821k		2.8k	294.57	View chart
Altria (MO)	0.0	$820k	+5%	13k	65.77	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$814k	+6%	5.8k	139.29	View chart
Boston Scientific Corporation (BSX)	0.0	$812k	+22%	8.4k	96.22	View chart
Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU)	0.0	$810k	+4%	11k	76.72	View chart
Carnival Corp Unit 99/99/9999 (CCL)	0.0	$794k	+10%	28k	28.85	View chart
Yum! Brands (YUM)	0.0	$791k	+35%	5.2k	151.41	View chart
Pepsi (PEP)	0.0	$789k	-7%	5.5k	142.34	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.0	$786k	+24%	16k	48.91	View chart
W.R. Berkley Corporation (WRB)	0.0	$785k	+95%	10k	76.18	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.0	$782k		18k	43.95	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.0	$781k	-2%	14k	57.46	View chart
Raytheon Technologies Corp (RTX)	0.0	$778k	-4%	4.7k	166.71	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$777k		4.0k	196.43	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$775k	+14%	13k	60.50	View chart
Verizon Communications (VZ)	0.0	$767k	-4%	18k	43.41	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$760k	+14%	3.6k	211.44	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$757k	+8%	1.9k	408.85	View chart
Flexshares Tr Cr Scd Us Bd (SKOR)	0.0	$753k	+28%	15k	49.21	View chart
Hartford Financial Services (HIG)	0.0	$748k	+53%	5.6k	132.95	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.0	$745k		18k	42.05	View chart
Global X Fds Global X Uranium (URA)	0.0	$739k	+30%	15k	50.20	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$739k	+14%	32k	23.48	View chart
Corpay Com Shs (CPAY)	0.0	$734k	+11%	2.6k	286.98	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$727k	+6%	6.3k	115.75	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.0	$720k	+3%	16k	44.24	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.0	$720k	-82%	17k	43.19	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.0	$716k	+7%	31k	23.12	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.0	$715k	-4%	15k	46.61	View chart
Ball Corporation (BALL)	0.0	$712k		14k	50.48	View chart
Union Pacific Corporation (UNP)	0.0	$712k	+25%	3.0k	234.60	View chart
Ecolab (ECL)	0.0	$709k	-8%	2.6k	274.07	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$707k	-2%	5.9k	119.58	View chart
Capital One Financial (COF)	0.0	$702k	+68%	3.3k	213.90	View chart
Goldman Sachs (GS)	0.0	$678k	+20%	868.00	780.71	View chart
Wisdomtree Tr Efficient Gld Pl (GDMN)	0.0	$673k	NEW	8.4k	79.93	View chart
Sempra Energy (SRE)	0.0	$671k	+9%	7.5k	89.28	View chart
Spdr Series Trust Bloomberg High Y (JNK)	0.0	$665k		6.8k	97.59	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.0	$662k		13k	50.73	View chart

Past Filings by Advisory Alpha

SEC 13F filings are viewable for Advisory Alpha going back to 2013

Advisory Alpha 2025 Q3 filed Nov. 12, 2025
Advisory Alpha 2025 Q2 filed Aug. 1, 2025
Advisory Alpha 2025 Q1 restated filed May 19, 2025
Advisory Alpha 2025 Q1 filed April 8, 2025
Advisory Alpha 2024 Q4 filed Jan. 17, 2025
Advisory Alpha 2024 Q3 filed Nov. 12, 2024
Advisory Alpha 2024 Q2 filed Aug. 21, 2024
Advisory Alpha 2024 Q1 filed May 6, 2024
Advisory Alpha 2023 Q4 filed Jan. 23, 2024
Advisory Alpha 2023 Q3 filed Oct. 18, 2023
Advisory Alpha 2023 Q2 filed July 25, 2023
Advisory Alpha 2023 Q1 filed May 2, 2023
Advisory Alpha 2022 Q4 filed Jan. 30, 2023
Advisory Alpha 2022 Q3 filed Oct. 12, 2022
Advisory Alpha 2022 Q2 filed July 15, 2022
Advisory Alpha 2022 Q1 filed May 2, 2022

View all past filings

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