Janine Osterink
@Advisory Alpha, Llc
Latest period2024 - Q4ReportedManaged Assets$2.809BTotal holdings437
Assets growth rate-0.2%Assets growth rate (2-Q avg)5.37%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Advisory Alpha, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 437 positions.
Assets under management
The assets under management (AUM) of Advisory Alpha, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 2.809B in assets, with a quarterly growth rate of -0.2% and a 2-quarter average growth rate of 5.37%. The portfolio is managed by Janine Osterink, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
CLOZSeries Portfolios Tr
| 0.02% | $310,033 11,504 shares@ $26.96 avg price | New Position |
GRMNGarmin Ltd
| 0.02% | $303,304 1,470 shares@ $206.33 avg price | New Position |
STLDSteel Dynamics Inc
| 0.02% | $302,142 2,648 shares@ $114.11 avg price | New Position |
IEFAIshares Tr
| 0.02% | $287,726 4,094 shares@ $70.28 avg price | New Position |
TGTTarget Corp
| 0.01% | $277,259 2,051 shares@ $135.19 avg price | New Position |
PAYXPaychex Inc
| 0.01% | $273,051 1,947 shares@ $140.25 avg price | New Position |
GILDGilead Sciences Inc
| 0.01% | $260,058 2,815 shares@ $92.39 avg price | New Position |
CDNSCadence Design System Inc
| 0.01% | $253,588 844 shares@ $300.46 avg price | New Position |
PTCPtc Inc
| 0.01% | $253,189 1,377 shares@ $183.88 avg price | New Position |
NDAQNasdaq Inc
| 0.01% | $251,415 3,252 shares@ $77.32 avg price | New Position |