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Portfolio (Quarterly) Guide ↗

Allied Private Wealth LLC

· CIK 0002132253
13F Portfolio $156M AUM 911 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 906 New
Page 10 of 46  ·  906 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SDY STATE STREET SPDR S&P DIVIDEND ETF 600.0 $92K 0.06% NEW $153.55 +2.2%
182 ARTY ISHARES FUTURE AI & TECH ETF 1,282.0 $91K 0.06% NEW $71.10 +9.2%
183 FCX FREEPORT MCMORAN INC CL B Basic Materials 1,538.0 $88K 0.06% NEW $57.51 +19.0%
184 HDV ISHARES CORE HIGH DIVIDEND ETF 3,150.0 $88K 0.06% NEW $27.85 +4.9%
185 GE GE AEROSPACE COM NEW Industrials 244.0 $87K 0.06% NEW $356.20 +3.7%
186 VO VANGUARD MID-CAP ETF 1,084.0 $87K 0.06% NEW $80.14 +4.9%
187 VONV VANGUARD RUSSELL 1000 VALUE ETF 776.0 $83K 0.05% NEW $107.52 +4.7%
188 IUSG ISHARES CORE S&P U.S. GROWTH ETF 442.0 $82K 0.05% NEW $186.20 +4.0%
189 ROBO ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF 1,005.0 $81K 0.05% NEW $81.08 +4.6%
190 ETN EATON CORP PLC SHS Industrials 203.0 $81K 0.05% NEW $399.56 +14.0%
191 STWD STARWOOD PPTY TR INC COM Real Estate 4,891.0 $80K 0.05% NEW $16.45 -1.3%
192 EDC DIREXION DAILY MSCI EMERGING MARKETS BULL 3X ETF 1,000.0 $80K 0.05% NEW $79.93 +1.3%
193 PNC PNC FINL SVCS GROUP INC COM Financial Services 324.0 $80K 0.05% NEW $246.67 +3.2%
194 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 992.0 $80K 0.05% NEW $80.37 +2.0%
195 STT STATE STR CORP COM Financial Services 441.0 $78K 0.05% NEW $177.74 +8.6%
196 USFR WISDOMTREE FLOATING RATE TREASURY FUND 1,532.0 $77K 0.05% NEW $50.41 +0.1%
197 VONG VANGUARD RUSSELL 1000 GROWTH ETF 612.0 $77K 0.05% NEW $125.35 +2.7%
198 INGERSOLL RAND INC COM 993.0 $76K 0.05% NEW $76.75
199 PGR PROGRESSIVE CORP COM Financial Services 321.0 $75K 0.05% NEW $233.15 -12.6%
200 NAD NUVEEN QUALITY MUNCP INCOME FD COM Financial Services 6,224.0 $75K 0.05% NEW $11.97 -1.8%
Page 10 of 46  ·  906 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 46.9%
Financial Services 17.2%
Consumer Cyclical 7.4%
Communication Services 7.0%
Healthcare 5.7%
Industrials 5.2%
Consumer Defensive 4.0%
Energy 2.3%
Utilities 2.2%
Real Estate 1.6%