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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 16 of 46  ·  906 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 HUDSON PACIFIC PROPERTIES INC COM 2,176.0 $33K 0.02% NEW $15.33
302 OGN ORGANON & CO COMMON STOCK Healthcare 2,464.0 $33K 0.02% NEW $13.47 +1.5%
303 REGN REGENERON PHARMACEUTICALS COM Healthcare 50.0 $33K 0.02% NEW $662.88 +22.9%
304 LH LABCORP HOLDINGS INC COM SHS Healthcare 119.0 $33K 0.02% NEW $277.79 +16.7%
305 PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN Energy 1,428.0 $33K 0.02% NEW $23.14 +4.4%
306 IVV ISHARES CORE S&P 500 ETF 43.0 $33K 0.02% NEW $762.44 +1.2%
307 CSL CARLISLE COS INC COM Industrials 99.0 $33K 0.02% NEW $331.00 +7.2%
308 SPACE EXPLORATION TECHN CORP CLASS A COM STK 220.0 $33K 0.02% NEW $148.30
309 RSPM INVESCO S&P 500 EQUAL WEIGHT MATERIALS ETF 858.0 $33K 0.02% NEW $38.00 +4.9%
310 LIBERTY MEDIA CORP DEL COM LBTY ONE S C 336.0 $32K 0.02% NEW $96.49
311 IWP ISHARES RUSSELL MID-CAP GROWTH ETF 226.0 $32K 0.02% NEW $142.03 +1.8%
312 COP CONOCOPHILLIPS COM Energy 287.0 $32K 0.02% NEW $110.92 +17.1%
313 BXSL BLACKSTONE SECD LENDING FD COMMON STOCK Financial Services 1,365.0 $32K 0.02% NEW $23.11 +5.5%
314 MEDP MEDPACE HLDGS INC COM Healthcare 58.0 $31K 0.02% NEW $531.98 +11.0%
315 STRATA CRITICAL MEDICAL INC CL A COM 5,952.0 $31K 0.02% NEW $5.16
316 FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 628.0 $31K 0.02% NEW $48.83 +3.8%
317 RSPN INVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS ETF 486.0 $30K 0.02% NEW $62.71 +1.7%
318 STK COLUMBIA SELIGM PREM TECH GRW COM Financial Services 598.0 $30K 0.02% NEW $50.91 +2.7%
319 MRNA MODERNA INC COM Healthcare 412.0 $30K 0.02% NEW $73.82 -13.9%
320 CAH CARDINAL HEALTH INC COM Healthcare 128.0 $30K 0.02% NEW $237.25 -1.3%
Page 16 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%