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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 17 of 46  ·  906 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 TXO PARTNERS LP COM UNIT 2,300.0 $30K 0.02% NEW $13.11
322 FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF 1,670.0 $30K 0.02% NEW $17.92 -1.1%
323 FCOM FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF 419.0 $30K 0.02% NEW $70.88 -1.7%
324 PDI PIMCO DYNAMIC INCOME FD SHS Financial Services 1,773.0 $30K 0.02% NEW $16.70 -9.4%
325 ROBT FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF 530.0 $29K 0.02% NEW $55.35 +6.0%
326 AMT AMERICAN TOWER CORP COM Real Estate 174.0 $29K 0.02% NEW $165.95 +3.8%
327 ALL ALLSTATE CORP COM Financial Services 114.0 $29K 0.02% NEW $252.71 +3.3%
328 WRB BERKLEY W R CORP COM Financial Services 401.0 $29K 0.02% NEW $71.33 -1.6%
329 EIS ISHARES MSCI ISRAEL ETF 239.0 $29K 0.02% NEW $119.51 +2.3%
330 IBIT ISHARES BITCOIN TRUST ETF Financial Services 800.0 $28K 0.02% NEW $35.23 +3.9%
331 TDY TELEDYNE TECHNOLOGIES INC COM Technology 44.0 $28K 0.02% NEW $639.50 +4.0%
332 WMB WILLIAMS COS INC COM Energy 370.0 $28K 0.02% NEW $75.45 -0.4%
333 PRFZ INVESCO RAFI US 1500 SMALL-MID ETF 515.0 $28K 0.02% NEW $54.11 +3.2%
334 BCX BLACKROCK RES & COMMODITIES ST SHS Financial Services 2,412.0 $28K 0.02% NEW $11.53 +9.0%
335 CDW CDW CORP COM Technology 200.0 $28K 0.02% NEW $137.72 -2.0%
336 NXPI NXP SEMICONDUCTORS N V COM Technology 97.0 $28K 0.02% NEW $283.80 -19.5%
337 THW ABRDN WORLD HEALTHCARE FUND BEN INT SHS Financial Services 2,024.0 $27K 0.02% NEW $13.49 +4.9%
338 EMR EMERSON ELEC CO COM Industrials 197.0 $27K 0.02% NEW $137.04 +15.2%
339 BEPC BROOKFIELD RENEWABLE CORP CL A EX SUB VTG Utilities 750.0 $27K 0.02% NEW $35.92 -6.7%
340 VTWO VANGUARD RUSSELL 2000 ETF 227.0 $27K 0.02% NEW $118.63 +2.3%
Page 17 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%