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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 29 of 46  ·  906 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 AMC ENTMT HLDGS INC CL A NEW 4,100.0 $8K 0.01% NEW $1.91
562 ONEW ONEWATER MARINE INC CL A COM Consumer Cyclical 730.0 $8K 0.01% NEW $10.72 +8.1%
563 BEEM BEAM GLOBAL COM Energy 6,439.0 $8K 0.01% NEW $1.21 +0.0%
564 ECL ECOLAB INC COM Basic Materials 28.0 $8K 0.01% NEW $274.36 +4.1%
565 ORLY OREILLY AUTOMOTIVE INC COM Consumer Cyclical 90.0 $8K 0.01% NEW $84.98 +7.3%
566 WTW WILLIS TOWERS WATSON PLC LTD SHS Financial Services 26.0 $8K 0.01% NEW $292.58 +14.7%
567 TCHP T. ROWE PRICE BLUE CHIP GROWTH ETF 153.0 $8K 0.01% NEW $49.44 +2.0%
568 BRW SABA CAPITAL INCOME & OPRNT FD SHS NEW Financial Services 1,107.0 $7K 0.01% NEW $6.74 -4.6%
569 RNP COHEN & STEERS REIT & PFD & COM Financial Services 359.0 $7K 0.01% NEW $20.52 +0.0%
570 AMP AMERIPRISE FINL INC COM Financial Services 15.0 $7K 0.01% NEW $490.53 +14.1%
571 CNP CENTERPOINT ENERGY INC COM Utilities 166.0 $7K 0.01% NEW $44.05 -8.3%
572 MDXG MIMEDX GROUP INC COM Healthcare 1,700.0 $7K 0.01% NEW $4.26 +4.5%
573 PSTG EVERPURE INC CL A 92.0 $7K 0.01% NEW $77.73
574 APOS APOLLO GLOBAL MGMT INC COM Financial Services 60.0 $7K 0.01% NEW $118.13 -78.4%
575 SMR NUSCALE PWR CORP CL A COM Utilities 800.0 $7K 0.00% NEW $8.76 +6.1%
576 LADR LADDER CAP CORP CL A Real Estate 720.0 $7K 0.00% NEW $9.71 +4.0%
577 CIM CHIMERA INVT CORP COM SHS Real Estate 536.0 $7K 0.00% NEW $13.00 -9.5%
578 SPGI S&P GLOBAL INC COM Financial Services 16.0 $7K 0.00% NEW $431.62 -1.2%
579 TRNO TERRENO RLTY CORP COM Real Estate 101.0 $7K 0.00% NEW $67.51 +1.6%
580 LOW LOWES COS INC COM Consumer Cyclical 32.0 $7K 0.00% NEW $212.84 +3.4%
Page 29 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%