SEC 13F Intelligence

Managers / Q1 2024 · view latest →

Advisory Alpha, LLC

CIK 0001576762 · 348 S. WAVERLY RD., SUITE 100, HOLLAND, MI, 49423 · 866-530-1400

Reported Value
$2.4B
Q1 2024
Positions
384
Filings on Record
34
2019–present window
Filed
May 6, 2024
original filing

Summary

Advisory Alpha, Llc reported $2.4B in U.S.-listed holdings across 384 positions for Q1 2024.

Its largest position, SPYG, represents 8.7% of the portfolio.

Compared with Q4 2023, the fund opened 55 new positions and exited 16.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $212MQ4 ’18Q1 ’19: $276.2BQ2 ’19: $300MQ3 ’19: $337.9BQ4 ’19: $411.2BQ4 ’19Q1 ’20: $356.6BQ2 ’20: $452MQ3 ’20: $466MQ4 ’20: $489MQ4 ’20Q1 ’21: $992MQ2 ’21: $1.2BQ3 ’21: $1.4BQ4 ’21: $1.7BQ4 ’21Q1 ’22: $1.5BQ2 ’22: $1.3BQ3 ’22: $1.3BQ4 ’22: $1.41TQ4 ’22Q1 ’23: $1.6BQ2 ’23: $1.9BQ3 ’23: $1.9BQ4 ’23: $2.2BQ4 ’23Q1 ’24: $2.4BQ2 ’24: $2.5BQ3 ’24: $2.8BQ4 ’24: $2.8BQ4 ’24Q1 ’25: $2.9BQ2 ’25: $3.2BQ3 ’25: $3.6BQ4 ’25: $3.7BQ4 ’25Q1 ’26: $3.7Bfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2024

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$3.7B545May 14, 202613F-HRchanges · EDGAR ↗
Q4 2025$3.7B519Feb 6, 202613F-HRchanges · EDGAR ↗
Q3 2025$3.6B516Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$3.2B481Aug 1, 202513F-HRchanges · EDGAR ↗
Q1 2025$2.9B455May 19, 2025RESTATEMENTchanges · EDGAR ↗
Q4 2024$2.8B437Jan 17, 202513F-HRchanges · EDGAR ↗
Q3 2024$2.8B423Nov 12, 202413F-HRchanges · EDGAR ↗
Q2 2024$2.5B395Aug 21, 202413F-HRchanges · EDGAR ↗
Q1 2024$2.4B384May 6, 202413F-HRchanges · EDGAR ↗
Q4 2023$2.2B345Jan 23, 202413F-HRchanges · EDGAR ↗
Q3 2023$1.9B302Oct 18, 202313F-HRchanges · EDGAR ↗
Q2 2023$1.9B326Jul 25, 202313F-HRchanges · EDGAR ↗
Q1 2023$1.6B281May 2, 202313F-HRchanges · EDGAR ↗
Q4 2022$1.41T261Jan 30, 202313F-HRchanges · EDGAR ↗
Q3 2022$1.3B240Oct 12, 202213F-HRchanges · EDGAR ↗
Q2 2022$1.3B246Jul 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$1.5B265May 2, 202213F-HRchanges · EDGAR ↗
Q4 2021$1.7B259Feb 4, 202213F-HRchanges · EDGAR ↗
Q3 2021$1.4B238Nov 9, 202113F-HRchanges · EDGAR ↗
Q2 2021$1.2B188Aug 13, 202113F-HRchanges · EDGAR ↗
Q1 2021REVEALED$992M180May 10, 202113F-HRchanges · EDGAR ↗
Q4 2020$489M107Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$466M721Nov 16, 2020RESTATEMENTchanges · EDGAR ↗
Q2 2020$452M113Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$356.6B688Apr 29, 202013F-HRchanges · EDGAR ↗
Q4 2019$411.2B750Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$337.9B870Nov 13, 201913F-HRchanges · EDGAR ↗
Q2 2019$300M119Aug 16, 201913F-HRchanges · EDGAR ↗
Q1 2019$276.2B740May 13, 201913F-HRchanges · EDGAR ↗
Q4 2018$212M96Feb 13, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.