Advisory Alpha

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

Tip: Access up to 7 years of quarterly data

Positions held by Advisory Alpha consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Advisory Alpha

Advisory Alpha holds 545 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Advisory Alpha has 545 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust State Street Spd (SPYG) 7.9 $289M -15% 3.0M 97.91
 View chart
Spdr Series Trust State Street Spd (SPYV) 7.6 $280M -12% 4.9M 56.58
 View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 6.1 $221M -14% 7.2M 30.96
 View chart
Spdr Index Shs Fds State Street Spd (SPDW) 5.1 $187M -4% 4.1M 45.65
 View chart
Select Sector Spdr Tr State Street Tec (XLK) 4.4 $161M +3% 1.2M 132.90
 View chart
Spdr Series Trust State Street Spd (SPSB) 4.3 $156M +18% 5.2M 30.07
 View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 3.1 $113M -2% 3.9M 29.08
 View chart
Spdr Series Trust State Street Spd (SPHY) 3.0 $111M +30% 4.8M 23.32
 View chart
Select Sector Spdr Tr State Street Fin (XLF) 2.6 $94M +47% 1.9M 49.37
 View chart
Ssga Active Etf Tr State Street Bla (SRLN) 2.6 $93M +29% 2.3M 40.14
 View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.3 $83M +72% 1.0M 82.75
 View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.9 $71M -6% 1.2M 58.54
 View chart
Spdr Index Shs Fds State Street Spd (SPEM) 1.7 $62M +16% 1.3M 46.91
 View chart
Select Sector Spdr Tr State Street Ind (XLI) 1.5 $56M -23% 346k 161.74
 View chart
Select Sector Spdr Tr State Street Hea (XLV) 1.5 $55M 377k 146.61
 View chart
Spdr Series Trust State Street Spd (SPMB) 1.3 $49M -3% 2.2M 22.39
 View chart
Select Sector Spdr Tr State Street Con (XLY) 1.2 $44M +2% 401k 108.98
 View chart
Ishares Tr Conv Bd Etf (ICVT) 1.2 $42M -5% 415k 101.80
 View chart
Schwab Strategic Tr Us Tips Etf (SCHP) 1.1 $42M +51% 1.6M 26.61
 View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.1 $42M -7% 287k 145.81
 View chart
Select Sector Spdr Tr State Street Con (XLP) 1.1 $40M +42% 486k 81.98
 View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 1.1 $40M 528k 74.73
 View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 1.0 $38M -3% 849k 45.12
 View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 1.0 $38M -3% 1.5M 24.91
 View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 1.0 $38M 2.1M 17.75
 View chart
Select Sector Spdr Tr State Street Rea (XLRE) 1.0 $38M -13% 918k 40.83
 View chart
Apple (AAPL) 1.0 $37M +5% 145k 253.81
 View chart
Select Sector Spdr Tr State Street Com (XLC) 1.0 $37M -30% 331k 110.86
 View chart
NVIDIA Corporation (NVDA) 0.9 $32M +6% 182k 174.41
 View chart
Vanguard Specialized Funds Div App Etf (VIG) 0.9 $31M 145k 215.07
 View chart
Global X Fds Glb X Mlp Enrg I (MLPX) 0.8 $31M 413k 73.94
 View chart
Select Sector Spdr Tr State Street Uti (XLU) 0.8 $30M +40% 662k 45.89
 View chart
Spdr Series Trust State Street Spd (SPTL) 0.8 $28M -2% 1.1M 26.30
 View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.7 $27M 406k 65.70
 View chart
Spdr Series Trust State Street Spd (FLRN) 0.7 $26M -9% 849k 30.78
 View chart
Spdr Series Trust State Street Spd (SPAB) 0.7 $24M 935k 25.62
 View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.6 $23M -10% 595k 38.96
 View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.6 $21M +12% 297k 71.13
 View chart
Select Sector Spdr Tr State Street Mat (XLB) 0.6 $21M 420k 49.97
 View chart
Select Sector Spdr Tr State Street Ene (XLE) 0.5 $20M -37% 320k 61.26
 View chart
Microsoft Corporation (MSFT) 0.5 $20M +11% 53k 370.24
 View chart
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.5 $19M 624k 30.68
 View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.5 $19M 102k 184.28
 View chart
Spdr Series Trust State Street Spd (SPYM) 0.5 $17M 221k 76.54
 View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.4 $16M +2% 250k 62.56
 View chart
Amazon (AMZN) 0.4 $15M +8% 70k 208.27
 View chart
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.4 $14M +8% 423k 33.67
 View chart
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.4 $13M -2% 372k 35.71
 View chart
Spdr Series Trust State Street Spd (SJNK) 0.4 $13M +9% 529k 24.98
 View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.4 $13M +7% 50k 257.36
 View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.3 $12M -7% 19k 650.48
 View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.3 $12M +47% 342k 33.86
 View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) 0.3 $11M +10% 474k 23.18
 View chart
Alphabet Cap Stk Cl A (GOOGL) 0.3 $11M +8% 38k 287.61
 View chart
Tesla Motors (TSLA) 0.3 $11M +8% 29k 371.77
 View chart
Dimensional Etf Trust Internatnal Val (DFIV) 0.3 $10M +88% 194k 52.78
 View chart
Alphabet Cap Stk Cl C (GOOG) 0.3 $10M -2% 35k 286.89
 View chart
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $9.9M +39% 46k 217.26
 View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) 0.3 $9.9M 231k 42.72
 View chart
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) 0.3 $9.7M +10% 432k 22.36
 View chart
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $9.2M +4% 136k 67.53
 View chart
Dimensional Etf Trust Intl Small Cap V (DISV) 0.2 $8.4M +6% 213k 39.44
 View chart
Meta Platforms Cl A (META) 0.2 $8.3M +14% 15k 572.34
 View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $8.0M +6% 26k 302.27
 View chart
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.2 $7.8M +74% 224k 35.04
 View chart
Deere & Company (DE) 0.2 $7.5M 13k 563.45
 View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.2 $7.3M -10% 144k 50.61
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $6.9M +8% 14k 479.24
 View chart
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS) 0.2 $6.6M +5% 302k 21.68
 View chart
Wal-Mart Stores (WMT) 0.2 $6.5M 52k 124.29
 View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.2 $6.4M 138k 45.97
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $6.3M +3% 20k 320.92
 View chart
Vanguard Index Fds Growth Etf (VUG) 0.2 $6.3M 14k 436.86
 View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) 0.2 $6.2M 149k 41.83
 View chart
Exxon Mobil Corporation (XOM) 0.2 $6.1M +5% 36k 169.68
 View chart
Eli Lilly & Co. (LLY) 0.2 $5.7M +2% 6.2k 920.18
 View chart
Ishares Gold Tr Ishares New (IAU) 0.2 $5.5M +12% 62k 88.16
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $5.3M +7% 8.9k 597.82
 View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.1 $4.8M -34% 201k 23.98
 View chart
Netflix (NFLX) 0.1 $4.7M +46% 49k 96.15
 View chart
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT) 0.1 $4.6M +3% 218k 21.04
 View chart
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $4.5M +50% 90k 49.95
 View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) 0.1 $4.5M +8% 112k 40.10
 View chart
Invesco Exch Traded Fd Tr Ii Global Ex Us Hgh (PGHY) 0.1 $4.5M +5% 231k 19.41
 View chart
Caterpillar (CAT) 0.1 $4.3M +4% 6.0k 708.66
 View chart
First Tr Exchange-traded SHS (FVD) 0.1 $4.1M 87k 47.03
 View chart
Johnson & Johnson (JNJ) 0.1 $4.0M +27% 17k 244.53
 View chart
JPMorgan Chase & Co. (JPM) 0.1 $4.0M 14k 294.30
 View chart
Applied Materials (AMAT) 0.1 $3.9M +13% 12k 341.86
 View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $3.9M 135k 29.13
 View chart
Invesco Exch Trd Slf Idx Bulletshs 2030 (BSJU) 0.1 $3.8M +3% 147k 25.59
 View chart
First Tr Exchange-traded SHS (FDL) 0.1 $3.5M +142% 69k 50.80
 View chart
Aim Etf Products Trust Allianzim Us Equ (AUGW) 0.1 $3.5M 107k 32.15
 View chart
Procter & Gamble Company (PG) 0.1 $3.3M +21% 23k 144.48
 View chart
Vanguard Index Fds Value Etf (VTV) 0.1 $3.2M +10% 16k 196.26
 View chart
Lockheed Martin Corporation (LMT) 0.1 $3.1M +10% 5.2k 604.61
 View chart
First Tr Exchange-traded First Tr Enh New (FTSM) 0.1 $3.1M -20% 52k 59.78
 View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $3.0M +29% 121k 25.10
 View chart
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $3.0M NEW 53k 56.68
 View chart
Costco Wholesale Corporation (COST) 0.1 $2.8M -11% 2.8k 997.95
 View chart
Home Depot (HD) 0.1 $2.8M 8.6k 329.05
 View chart
National Storage Affiliates Com Shs Ben In (NSA) 0.1 $2.7M 73k 37.74
 View chart
Chevron Corporation (CVX) 0.1 $2.7M +11% 13k 206.94
 View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) 0.1 $2.7M +240% 61k 44.62
 View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.1 $2.7M 39k 68.29
 View chart
Ishares Tr Core S&p500 Etf (IVV) 0.1 $2.6M +9% 4.0k 653.64
 View chart
Ishares Tr Core Div Grwth (DGRO) 0.1 $2.6M +8% 37k 70.18
 View chart
Philip Morris International (PM) 0.1 $2.6M +13% 16k 165.37
 View chart
Nextera Energy (NEE) 0.1 $2.5M +21% 27k 92.88
 View chart
International Business Machines (IBM) 0.1 $2.5M +2% 11k 242.51
 View chart
Ge Aerospace Com New (GE) 0.1 $2.5M +47% 8.8k 283.89
 View chart
Duke Energy Corp Com New (DUK) 0.1 $2.5M +17% 19k 130.95
 View chart
Visa Com Cl A (V) 0.1 $2.4M +14% 7.9k 302.45
 View chart
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.1 $2.4M +2% 26k 92.76
 View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $2.2M +9% 30k 73.14
 View chart
Boyd Group Services (BGSI) 0.1 $2.2M 17k 127.66
 View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.1 $2.2M 4.7k 463.38
 View chart
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $2.1M 23k 92.75
 View chart
Vaneck Etf Trust Uranium And Nucl (NLR) 0.1 $2.1M +5% 16k 133.20
 View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) 0.1 $2.1M +7% 49k 43.06
 View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) 0.1 $2.1M 51k 40.86
 View chart
Sherwin-Williams Company (SHW) 0.1 $2.0M +5% 6.2k 320.61
 View chart
Marathon Petroleum Corp (MPC) 0.1 $2.0M 8.1k 244.26
 View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) 0.1 $2.0M -22% 50k 39.80
 View chart
Ishares Tr National Mun Etf (MUB) 0.1 $1.9M +21% 18k 106.15
 View chart
Coca-Cola Company (KO) 0.1 $1.9M +13% 25k 76.07
 View chart
At&t (T) 0.1 $1.9M +6% 65k 28.99
 View chart
Mastercard Incorporated Cl A (MA) 0.1 $1.9M +22% 3.7k 500.13
 View chart
Palantir Technologies Cl A (PLTR) 0.1 $1.9M +26% 13k 146.29
 View chart
Spdr Series Trust State Street Spd (CWB) 0.0 $1.8M -2% 20k 91.52
 View chart
Bank of America Corporation (BAC) 0.0 $1.8M +6% 37k 48.76
 View chart
Abbvie (ABBV) 0.0 $1.8M +10% 8.3k 217.61
 View chart
ConocoPhillips (COP) 0.0 $1.8M 13k 132.02
 View chart
Kla Corp Com New (KLAC) 0.0 $1.7M -9% 1.1k 1473.22
 View chart
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.0 $1.7M -16% 17k 100.66
 View chart
UnitedHealth (UNH) 0.0 $1.7M +12% 6.2k 270.73
 View chart
Bank of New York Mellon Corporation (BK) 0.0 $1.7M +15% 14k 118.64
 View chart
Advanced Micro Devices (AMD) 0.0 $1.7M +10% 8.2k 203.43
 View chart
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $1.6M -3% 15k 106.50
 View chart
Ishares Tr U.s. Tech Etf (IYW) 0.0 $1.6M -4% 9.0k 181.44
 View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB) 0.0 $1.6M NEW 35k 46.61
 View chart
Wisdomtree Tr Us Largecap Fund (EPS) 0.0 $1.6M 24k 68.11
 View chart
Hca Holdings (HCA) 0.0 $1.6M +14% 3.3k 473.40
 View chart
Ishares Tr Core Intl Aggr (IAGG) 0.0 $1.5M +9% 31k 50.05
 View chart
Ishares Jp Mrgn Em Hi Bd (EMHY) 0.0 $1.5M 38k 39.38
 View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) 0.0 $1.5M 37k 39.94
 View chart
TJX Companies (TJX) 0.0 $1.4M +6% 9.0k 159.73
 View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.0 $1.4M -69% 70k 20.42
 View chart
Ishares Tr Ishares Semicdtr (SOXX) 0.0 $1.4M +16% 4.4k 328.81
 View chart
McDonald's Corporation (MCD) 0.0 $1.4M 4.6k 310.97
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $1.4M +62% 22k 64.08
 View chart
Cme (CME) 0.0 $1.4M 4.8k 295.43
 View chart
Wells Fargo & Company (WFC) 0.0 $1.4M +17% 18k 79.62
 View chart
Gentex Corporation (GNTX) 0.0 $1.4M 64k 21.85
 View chart
Wisdomtree Tr Hedged Hi Yld Bd (HYZD) 0.0 $1.4M +11% 63k 22.01
 View chart
Waste Management (WM) 0.0 $1.4M 6.0k 229.85
 View chart
Moody's Corporation (MCO) 0.0 $1.4M +12% 3.1k 436.51
 View chart
Marriott Intl Cl A (MAR) 0.0 $1.4M +7% 4.2k 327.26
 View chart
Morgan Stanley Com New (MS) 0.0 $1.4M +10% 8.3k 164.62
 View chart
Intuitive Surgical Com New (ISRG) 0.0 $1.3M 2.9k 460.99
 View chart
Vanguard World Inf Tech Etf (VGT) 0.0 $1.3M -5% 1.9k 698.55
 View chart
Ishares Tr Trust Ishare 0-1 (SHV) 0.0 $1.3M 12k 110.39
 View chart
Spdr Gold Tr Gold Shs (GLD) 0.0 $1.3M -2% 3.0k 430.29
 View chart
Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $1.3M +14% 3.3k 383.59
 View chart
Ishares Silver Tr Ishares (SLV) 0.0 $1.3M -12% 19k 68.14
 View chart
Lowe's Companies (LOW) 0.0 $1.3M +8% 5.4k 236.29
 View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.0 $1.3M +21% 6.2k 203.81
 View chart
Howmet Aerospace (HWM) 0.0 $1.3M -3% 5.4k 230.52
 View chart
Stryker Corporation (SYK) 0.0 $1.3M +9% 3.8k 328.69
 View chart
Vanguard World Mega Grwth Ind (MGK) 0.0 $1.2M +97% 3.4k 367.57
 View chart
United Parcel Svcs CL B (UPS) 0.0 $1.2M -59% 13k 98.39
 View chart
Nxp Semiconductors N V (NXPI) 0.0 $1.2M +13% 6.0k 196.92
 View chart
American Express Company (AXP) 0.0 $1.2M +5% 3.9k 302.57
 View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.0 $1.2M 26k 45.26
 View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $1.2M -23% 6.1k 191.97
 View chart
CSX Corporation (CSX) 0.0 $1.2M +18% 29k 41.05
 View chart
Pfizer (PFE) 0.0 $1.2M 41k 28.08
 View chart
Ge Vernova (GEV) 0.0 $1.2M +52% 1.3k 873.03
 View chart
Amphenol Corp Cl A (APH) 0.0 $1.1M -17% 8.9k 126.35
 View chart
Proshares Tr Ii Ultra Gold (UGL) 0.0 $1.1M -39% 18k 61.46
 View chart
3M Company (MMM) 0.0 $1.1M 7.4k 145.29
 View chart
Public Service Enterprise (PEG) 0.0 $1.1M +14% 13k 80.96
 View chart
W.R. Berkley Corporation (WRB) 0.0 $1.1M +28% 16k 66.28
 View chart
Ishares Tr Eafe Value Etf (EFV) 0.0 $1.0M -72% 14k 74.36
 View chart
Hartford Financial Services (HIG) 0.0 $1.0M +14% 7.6k 135.24
 View chart
Palo Alto Networks (PANW) 0.0 $1.0M +17% 6.4k 160.33
 View chart
Southern Company (SO) 0.0 $1.0M +34% 11k 96.53
 View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $1.0M +36% 13k 79.27
 View chart
First Solar (FSLR) 0.0 $1.0M +26% 5.1k 197.27
 View chart
Arthur J. Gallagher & Co. (AJG) 0.0 $997k +19% 4.6k 216.59
 View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL) 0.0 $997k +13% 43k 23.00
 View chart
Proshares Tr Pshs Ult Semicdt (USD) 0.0 $987k 21k 47.95
 View chart
Oracle Corporation (ORCL) 0.0 $978k +9% 6.6k 147.25
 View chart
Ishares Tr Msci Ac Asia Etf (AAXJ) 0.0 $976k +28% 10k 96.29
 View chart
Autodesk (ADSK) 0.0 $949k +5% 4.0k 239.42
 View chart
Emerson Electric (EMR) 0.0 $948k +40% 7.2k 131.07
 View chart
Electronic Arts (EA) 0.0 $946k 4.6k 203.98
 View chart
Old Dominion Freight Line (ODFL) 0.0 $945k +23% 4.8k 195.41
 View chart
Flexshares Tr Cr Scd Us Bd (SKOR) 0.0 $938k +14% 19k 48.62
 View chart
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $933k 9.4k 99.28
 View chart
Yum! Brands (YUM) 0.0 $923k +4% 5.9k 155.55
 View chart
Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU) 0.0 $916k +5% 11k 81.11
 View chart
Verizon Communications (VZ) 0.0 $916k +27% 18k 50.21
 View chart
Raytheon Technologies Corp (RTX) 0.0 $902k +2% 4.7k 193.02
 View chart
salesforce (CRM) 0.0 $897k +18% 4.8k 186.80
 View chart
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) 0.0 $897k -38% 33k 26.96
 View chart
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $894k 2.0k 446.54
 View chart
Qualcomm (QCOM) 0.0 $893k +7% 6.9k 128.85
 View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) 0.0 $893k 21k 43.59
 View chart
Illinois Tool Works (ITW) 0.0 $891k +21% 3.4k 260.33
 View chart
Corning Incorporated (GLW) 0.0 $887k +15% 6.5k 136.00
 View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) 0.0 $886k -2% 15k 60.44
 View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 0.0 $886k +11% 19k 47.82
 View chart
Ishares Tr Latn Amer 40 Etf (ILF) 0.0 $881k NEW 25k 35.52
 View chart
Cisco Systems (CSCO) 0.0 $880k 11k 77.61
 View chart
Carnival Corp Common Stock (CCL) 0.0 $880k +13% 34k 25.88
 View chart
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $874k 2.0k 426.52
 View chart
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $868k +11% 3.0k 287.34
 View chart
Merck & Co (MRK) 0.0 $867k 7.2k 120.32
 View chart
Sterling Construction Company (STRL) 0.0 $865k 2.1k 407.27
 View chart
Corpay Com Shs (CPAY) 0.0 $861k +5% 3.0k 290.99
 View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.0 $850k 38k 22.34
 View chart
Motorola Solutions Com New (MSI) 0.0 $840k +14% 1.9k 434.02
 View chart
Walt Disney Company (DIS) 0.0 $836k +3% 8.7k 96.42
 View chart
Ball Corporation (BALL) 0.0 $834k 14k 59.11
 View chart
Global X Fds Global X Uranium (URA) 0.0 $834k +9% 17k 48.43
 View chart
DTE Energy Company (DTE) 0.0 $833k +150% 5.7k 146.24
 View chart
Pepsi (PEP) 0.0 $824k -24% 5.3k 155.38
 View chart
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.0 $823k 3.3k 249.00
 View chart
Ishares Tr Broad Usd High (USHY) 0.0 $819k -5% 22k 36.84
 View chart
Union Pacific Corporation (UNP) 0.0 $819k +12% 3.4k 242.77
 View chart
Automatic Data Processing (ADP) 0.0 $813k -3% 4.0k 203.25
 View chart
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $797k +9% 6.4k 124.34
 View chart
Dimensional Etf Trust Us Real Estate E (DFAR) 0.0 $796k -2% 34k 23.65
 View chart
Spdr Series Trust State Street Spd (SPMD) 0.0 $793k 13k 59.23
 View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.0 $784k -65% 17k 47.04
 View chart
Cummins (CMI) 0.0 $781k +87% 1.5k 538.47
 View chart
Ecolab (ECL) 0.0 $778k +9% 2.9k 266.02
 View chart
Goldman Sachs (GS) 0.0 $774k +5% 913.00 847.47
 View chart
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $768k +18% 33k 23.22
 View chart
Spinnaker Etf Series Select Stoxx Eur (EUAD) 0.0 $767k -4% 19k 40.74
 View chart
Ishares Tr Global Energ Etf (IXC) 0.0 $767k NEW 13k 57.61
 View chart
Trane Technologies SHS (TT) 0.0 $760k +11% 1.8k 416.92
 View chart
Ishares Tr Cmbs Etf (CMBS) 0.0 $758k -25% 16k 48.73
 View chart
MercadoLibre (MELI) 0.0 $756k +6% 436.00 1734.60
 View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.0 $756k +31% 2.2k 338.04
 View chart
Masco Corporation (MAS) 0.0 $744k +26% 12k 60.37
 View chart
Sempra Energy (SRE) 0.0 $732k 7.5k 97.17
 View chart
Paychex (PAYX) 0.0 $728k +29% 7.9k 92.12
 View chart
Regions Financial Corporation (RF) 0.0 $728k +12% 28k 26.12
 View chart

Past Filings by Advisory Alpha

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

View all past filings