Advisory Alpha, LLC
Advisory Alpha, LLC is a U.S.-based independent SEC-registered investment adviser headquartered in Holland, Michigan. Founded in 2011, the firm serves a diverse clientele of individual investors (including high net worth clients), pension and profit sharing plans, and other investment advisers. Advisory Alpha manages approximately $3.0 billion in assets and has around 60 employees. Their focus is offering financial planning, investment management, and consulting services using a fiduciary approach.
Investment Strategy
Advisory Alpha, LLC applies a client-centric, fiduciary model prioritizing transparency and conflict-free investment advice. Their strategy centers on asset allocation, portfolio diversification, and long-term growth, mostly through discretionary management for individuals and other registered investment advisers. They emphasize tailored solutions for client needs, technology-assisted portfolio management, and ongoing risk assessment.
Top Holdings
Equity Positions (478)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPYG | SPDR SERIES TRUST | 10.04% | $322.3M | 3,381,658 | $72.00 | $95.32 | +$60.6M |
S SPYV | SPDR SERIES TRUST | 8.50% | $272.9M | 5,213,790 | $44.86 | $52.34 | +$17.0M |
S SCHM | SCHWAB STRATEGIC TR | 7.31% | $234.9M | 8,373,700 | $26.00 | $28.05 | +$43.7M |
S SPDW | SPDR INDEX SHS FDS | 5.18% | $166.5M | 4,112,120 | $34.76 | $40.49 | +$13.2M |
X XLK | SELECT SECTOR SPDR TR | 4.42% | $141.9M | 560,265 | $147.72 | $253.23 | +$29.4M |