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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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
PRUPrudential Finl Inc
Recent Activity
Exited
0%
$255,101
2,105 shares@ $121.19 avg price
SWKStanley Black & Decker Inc
Recent Activity
Exited
0%
$244,517
2,220 shares@ $110.15 avg price
IEFIshares Tr
Recent Activity
Exited
0%
$238,530
2,431 shares@ $98.13 avg price
SPHDInvesco Exch Traded Fd Tr Ii
Recent Activity
Exited
0%
$237,194
4,689 shares@ $50.59 avg price
MRNAModerna Inc
Recent Activity
Exited
0%
$227,155
3,399 shares@ $66.83 avg price
UCONFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$225,039
8,955 shares@ $25.13 avg price
PFGPrincipal Financial Group In
Recent Activity
Exited
0%
$222,252
2,587 shares@ $85.92 avg price
VHTVanguard World Fd
Recent Activity
Exited
0%
$219,110
776 shares@ $282.36 avg price
PSKSpdr Ser Tr
Recent Activity
Exited
0%
$219,110
6,143 shares@ $35.67 avg price
PFFIshares Tr
Recent Activity
Exited
0%
$208,473
6,272 shares@ $33.24 avg price