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CIK: 0001706013
Total reported value
$1.7B
$1.7B
72 檔
45.2%
According to the latest 13F quarterly dataset, Ally Invest Advisors Inc. managed an equity portfolio of $1.7B at the end of Q1 2025, spanning 72 distinct U.S. exchange-listed positions.
In Q1 2025, Ally Invest Advisors Inc. displayed an active expansion posture, initiating 72 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 22.58% | +0.74% | +0.50% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 19.59% | -0.02% | -0.32% | |
| 3 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 8.42% | -0.42% | +3.40% | |
| 4 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 7.23% | -0.45% | +2.13% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.34% | +0.19% | +1.50% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.15% | -0.01% | +1.48% | |
| 7 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 4.79% | -0.29% | +1.96% | |
| 8 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 4.26% | -0.26% | +2.04% | |
| 9 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 3.41% | +0.15% | -0.67% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.14% | +0.23% | +2.62% | |
| 11 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 1.92% | -0.02% | -2.12% | |
| 12 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.84% | +0.08% | +9.28% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-Other | 1.80% | -0.09% | +2.56% | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.72% | +0.11% | +9.05% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.31% | -0.06% | +8.53% | |
| 16 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.53% | +0.05% | +8.61% | |
| 17 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.52% | +0.03% | -1.16% | |
| 18 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.51% | -0.01% | +10.84% | |
| 19 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.44% | +0.03% | +1.55% | |
| 20 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.33% | — | +0.43% | |
| 21 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.31% | -0.02% | +3.78% | |
| 22 | XLK | Ss Technology Select Sector | ETF-Tech | 0.28% | +0.01% | -1.45% | |
| 23 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.25% | +0.01% | +11.40% | |
| 24 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.25% | +0.02% | +10.36% | |
| 25 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.22% | — | -0.61% | |
| 26 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.20% | -0.01% | +7.73% | |
| 27 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.19% | +0.03% | +11.78% | |
| 28 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.18% | -0.01% | +4.91% | |
| 29 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.17% | -0.01% | -3.33% | |
| 30 | SUB | Ishares Short-term National | ETF-Other | 0.16% | -0.01% | +4.56% | |
| 31 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.12% | — | +7.09% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.11% | +0.02% | +13.78% | |
| 33 | VTV | Vanguard Value ETF | ETF-Other | 0.10% | — | +1.96% | |
| 34 | XLF | Ss Financial Select Sector | ETF-Other | 0.09% | +0.01% | -1.64% | |
| 35 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.09% | — | -4.40% | |
| 36 | XLV | Ss Health Care Select Sector | ETF-Other | 0.09% | — | -5.49% | |
| 37 | VUG | Vanguard Growth ETF | ETF-Other | 0.07% | — | +31.18% | |
| 38 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.07% | — | -2.04% | |
| 39 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-Other | 0.07% | — | +23.35% | |
| 40 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.06% | -0.01% | -2.77% | |
| 41 | XT | Ishar Fture Exp Tech Etf-usd | ETF-Tech | 0.06% | +0.01% | -1.51% | |
| 42 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 0.06% | +0.01% | +13.46% | |
| 43 | SPLB | Ss Spdr P Long Term C ETF | ETF-Other | 0.06% | — | +7.99% | |
| 44 | XLI | Ss Industrial Select Sector | ETF-Other | 0.05% | — | -1.35% | |
| 45 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 0.05% | — | +22.74% | |
| 46 | PZA | Invesco National Amt-free Mu | ETF-Other | 0.05% | — | +5.91% | |
| 47 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-Other | 0.05% | -0.01% | +12.82% | |
| 48 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 0.05% | — | -1.16% | |
| 49 | BOTZ | Global X Robotics & Artifici | ETF-Other | 0.04% | — | -1.35% | |
| 50 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.04% | — | +2.81% |
According to official SEC Form 13F filings, Ally Invest Advisors Inc. reported a total U.S. public equity portfolio value of $1.7B across 72 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, VEA, BNDX) accounted for 45.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVV
市值: $263.6M
During Q1 2025, Ally Invest Advisors Inc.'s top holdings by market value included IVV (22.6%)、VEA (19.6%)、BNDX (8.4%). The largest single position, IVV, represented 22.6% of total portfolio value.
In Q1 2025, Ally Invest Advisors Inc. made 72 total portfolio adjustments, initiating 72 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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