Ally Invest Advisors Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Ally Invest Advisors Inc. reported 67 stock positions worth $1.2 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 23.8% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 18.7%) and Vanguard Total Intl Bond ETF (BNDX, 8.3%). Compared with Q3 2024, it added to 58 and reduced 9. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +2%) and the biggest sale Vanguard High DVD Yield ETF (VYM, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- CHARLOTTE, NC
- CIK
- 0001706013
- Portfolio Value
- $1.2B (Q4 2024)
- SEC Filing
- 0001706013-25-000002 ↗ filed Feb 13, 2025
Holdings Value
Holdings 67 stocks · $1.2B
| IVV iShares Core S&P 500 ETF | 23.81% | 466,894 | $274.9M | Add +1.9% |
| VEA Vanguard Ftse Developed ETF | 18.71% | 4,514,777 | $215.9M | Add +9.1% |
| BNDX Vanguard Total Intl Bond ETF | 8.28% | 1,947,844 | $95.5M | Add +5.3% |
| IEF iShares 7-10 Year Treasury B | 6.94% | 866,460 | $80.1M | Add +6.0% |
| IJH iShares Core S&P Midcap ETF | 6.75% | 1,249,541 | $77.9M | Add +2.9% |
| VWO Vanguard Ftse Emerging Marke | 5.00% | 1,309,929 | $57.7M | Add +5.5% |
| VMBS Vanguard Mortgage-Backed Sec | 4.65% | 1,183,604 | $53.7M | Add +5.1% |
| IGIB iShares 5-10Y Inv Grade Corp. | 4.14% | 927,275 | $47.8M | Add +4.3% |
| ESGU iShares ESG Aware MSCI USA | 3.67% | 328,656 | $42.3M | Add +0.8% |
| IJR iShares Core S&P Small-Cap E | 3.41% | 341,548 | $39.4M | Add +3.5% |
| ESGD iShares Trust iShares ESG Aw | 1.85% | 280,094 | $21.3M | Add +8.6% |
| MUB iShares National Muni Bond E | 1.80% | 194,813 | $20.8M | Add +6.3% |
| SCHG Schwab US Large-Cap Growth | 1.77% | 734,310 | $20.5M | Add +13.2% |
| SCHV Schwab US Large-Cap Value | 1.67% | 741,043 | $19.3M | Add +10.0% |
| AGG iShares Core U.S. Aggregate | 1.20% | 142,723 | $13.8M | Add +23.2% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.51% | 23,383 | $5.9M | Add +14.3% |
| ESGE iShares Inc. iShares ESG Awar | 0.51% | 177,340 | $5.9M | Add +5.4% |
| ESML iShares ESG Aware MSCI USA S | 0.48% | 131,210 | $5.5M | Add +2.5% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.47% | 33,672 | $5.4M | Add +16.3% |
| XLK SS Technology Select Sector | 0.33% | 16,332 | $3.8M | Add +11.6% |
| VYM Vanguard High DVD Yield ETF | 0.33% | 29,632 | $3.8M | Reduce -0.4% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.30% | 67,354 | $3.5M | Add +5.1% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.25% | 10,372 | $2.9M | Add +16.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.24% | 14,040 | $2.8M | Add +18.1% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.21% | 35,512 | $2.4M | Add +2.6% |
| BSV Vanguard Short-Term Bond ETF | 0.18% | 27,130 | $2.1M | Add +13.5% |
| USXF iShares ESG Advance MSCI USA | 0.18% | 41,470 | $2.1M | Add +2.1% |
| EMB iShares JP Morgan Usd Emergi | 0.17% | 22,668 | $2.0M | Add +19.3% |
| EAGG iShares ESG Aware US Aggrega | 0.17% | 42,981 | $2.0M | Add +17.5% |
| SUB iShares Short-Term National | 0.16% | 17,016 | $1.8M | Add +31.6% |
| SPIB SS SPDR P Int C Corp. ETF | 0.12% | 40,612 | $1.3M | Add +12.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.10% | 4,151 | $1.2M | Add +4.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.10% | 6,626 | $1.1M | Add +47.2% |
| SCHD Schwab US DVD Equity ETF | 0.09% | 40,041 | $1.1M | Reduce -4.2% |
| XLF SS Financial Select Sector | 0.09% | 22,318 | $1.1M | Add +10.3% |
| XLV SS Health Care Select Sector | 0.09% | 7,633 | $1.1M | Add +12.8% |
| XLY SS Consumer Disc Select Sect | 0.08% | 4,259 | $956K | Add +7.8% |
| XLC SS Comm Select Sector SPDR | 0.07% | 8,022 | $777K | Reduce -2.3% |
| XT Ishar Fture Exp Tech ETF-Usd | 0.07% | 12,714 | $759K | Add +20.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.06% | 1,706 | $700K | Reduce -3.1% |
| XLI SS Industrial Select Sector | 0.06% | 4,946 | $652K | Add +12.1% |
| SPLB SS SPDR P Long Term C ETF | 0.06% | 29,204 | $649K | Add +13.7% |
| CRBN Ish Low Car Opt Ms Ac ETF-US | 0.05% | 3,234 | $626K | Add +0.3% |
| DMXF iShares ESG Advanc MSCI Eafe | 0.05% | 9,417 | $609K | Add +6.9% |
| BND Vanguard Total Bond Market | 0.05% | 8,272 | $595K | Add +4.5% |
| SKYY First Trust Cloud Computing | 0.05% | 4,993 | $595K | Add +1.6% |
| BOTZ Global X Robotics & Artifici | 0.05% | 18,264 | $584K | Add +19.1% |
| PZA Invesco National Amt-Free Mu | 0.05% | 24,561 | $580K | Add +31.4% |
| SUSB iShares ESG Aware 1-5 Year U | 0.05% | 21,598 | $533K | Add +15.3% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 0.05% | 10,890 | $524K | Reduce -0.1% |
| EUSB Ishr ESG Advn Universal BD-$ | 0.04% | 11,520 | $489K | Add +11.6% |
| XLP SS Consumer Staples Sel Sect | 0.04% | 6,204 | $488K | Add +12.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.04% | 6,544 | $460K | Add +1.9% |
| LCTU iShares U.S. Carbon Transiti | 0.04% | 6,561 | $420K | Add +35.3% |
| VXUS Vanguard Total Intl Stock | 0.03% | 6,371 | $375K | Reduce -2.1% |
| XLE SS Energy Select Sector | 0.03% | 3,828 | $328K | Add +15.8% |
| EMXF iShares ESG Adv MSCI Em ETF | 0.03% | 8,383 | $312K | Add +4.5% |
| XAR SS SPDR S&P Aerospace Def | 0.03% | 1,812 | $301K | Add +9.8% |
| CIBR First Trust Nasdaq Cybersecu | 0.03% | 4,620 | $293K | Add +10.5% |
| IEMG iShares Core MSCI Emerging | 0.02% | 5,446 | $284K | Add +1.0% |
| ONEY SS SPDR R1000 Yield Foc ETF | 0.02% | 2,606 | $284K | Reduce -3.9% |
| DES Wisdomtree US Smallcap Divid | 0.02% | 7,723 | $265K | Reduce -4.5% |
| DEM Wisdomtree Emerging Markets | 0.02% | 6,095 | $247K | Reduce -1.4% |
| XLRE SS Real Estate Select Sector | 0.02% | 6,014 | $245K | Add +10.1% |
| XLB SS Materials Select Sector | 0.02% | 2,854 | $240K | Add +11.8% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.02% | 3,167 | $240K | Add +8.9% |
| IBB iShares Biotechnology ETF | 0.02% | 1,515 | $200K | Add +5.3% |
Portfolio Sells Q3 2024 → Q4 2024
| VYM Vanguard High DVD Yield ETF | Reduce -0.4% | 0.33% | −0.01 |
| SCHD Schwab US DVD Equity ETF | Reduce -4.2% | 0.09% | −0.01 |
| VXUS Vanguard Total Intl Stock | Reduce -2.1% | 0.03% | −0.00 |
| DEM Wisdomtree Emerging Markets | Reduce -1.4% | 0.02% | −0.00 |
| ONEY SS SPDR R1000 Yield Foc ETF | Reduce -3.9% | 0.02% | −0.00 |
| DES Wisdomtree US Smallcap Divid | Reduce -4.5% | 0.02% | −0.00 |
| SPYX SS SPDR S&P 500 Foss FL ETF | Reduce -0.1% | 0.05% | −0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -3.1% | 0.06% | +0.00 |
| XLC SS Comm Select Sector SPDR | Reduce -2.3% | 0.07% | +0.00 |
Portfolio Buys Q3 2024 → Q4 2024
| IVV iShares Core S&P 500 ETF | Add +1.9% | 23.81% | +0.38 |
| SCHG Schwab US Large-Cap Growth | Add +13.2% | 1.77% | +0.28 |
| AGG iShares Core U.S. Aggregate | Add +23.2% | 1.20% | +0.16 |
| SCHV Schwab US Large-Cap Value | Add +10.0% | 1.67% | +0.07 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +14.3% | 0.51% | +0.07 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +16.3% | 0.47% | +0.04 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +16.2% | 0.25% | +0.04 |
| XLK SS Technology Select Sector | Add +11.6% | 0.33% | +0.04 |
| IJH iShares Core S&P Midcap ETF | Add +2.9% | 6.75% | +0.03 |
| SUB iShares Short-Term National | Add +31.6% | 0.16% | +0.03 |
| MUB iShares National Muni Bond E | Add +6.3% | 1.80% | +0.03 |
| BNDX Vanguard Total Intl Bond ETF | Add +5.3% | 8.28% | +0.03 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +18.1% | 0.24% | +0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +47.2% | 0.10% | +0.03 |
| ESGU iShares ESG Aware MSCI USA | Add +0.8% | 3.67% | +0.02 |
| EMB iShares JP Morgan Usd Emergi | Add +19.3% | 0.17% | +0.02 |
| EAGG iShares ESG Aware US Aggrega | Add +17.5% | 0.17% | +0.02 |
| BSV Vanguard Short-Term Bond ETF | Add +13.5% | 0.18% | +0.01 |
| XLY SS Consumer Disc Select Sect | Add +7.8% | 0.08% | +0.01 |
| XLF SS Financial Select Sector | Add +10.3% | 0.09% | +0.01 |
| PZA Invesco National Amt-Free Mu | Add +31.4% | 0.05% | +0.01 |
| LCTU iShares U.S. Carbon Transiti | Add +35.3% | 0.04% | +0.01 |
| XT Ishar Fture Exp Tech ETF-Usd | Add +20.4% | 0.07% | +0.01 |
| SPIB SS SPDR P Int C Corp. ETF | Add +12.6% | 0.12% | +0.01 |
| SKYY First Trust Cloud Computing | Add +1.6% | 0.05% | +0.01 |
| BOTZ Global X Robotics & Artifici | Add +19.1% | 0.05% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +4.7% | 0.10% | +0.00 |
| SUSB iShares ESG Aware 1-5 Year U | Add +15.3% | 0.05% | +0.00 |
| XLI SS Industrial Select Sector | Add +12.1% | 0.06% | +0.00 |
| CIBR First Trust Nasdaq Cybersecu | Add +10.5% | 0.03% | +0.00 |
| ESML iShares ESG Aware MSCI USA S | Add +2.5% | 0.48% | +0.00 |
| XAR SS SPDR S&P Aerospace Def | Add +9.8% | 0.03% | +0.00 |
| XLE SS Energy Select Sector | Add +15.8% | 0.03% | +0.00 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +5.1% | 0.30% | +0.00 |
| USXF iShares ESG Advance MSCI USA | Add +2.1% | 0.18% | +0.00 |
| EUSB Ishr ESG Advn Universal BD-$ | Add +11.6% | 0.04% | +0.00 |
| XLP SS Consumer Staples Sel Sect | Add +12.1% | 0.04% | +0.00 |
| SPLB SS SPDR P Long Term C ETF | Add +13.7% | 0.06% | +0.00 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +8.9% | 0.02% | 0.00 |
| XLRE SS Real Estate Select Sector | Add +10.1% | 0.02% | −0.00 |
| XLB SS Materials Select Sector | Add +11.8% | 0.02% | −0.00 |
| IBB iShares Biotechnology ETF | Add +5.3% | 0.02% | −0.00 |
| BND Vanguard Total Bond Market | Add +4.5% | 0.05% | −0.00 |
| XLV SS Health Care Select Sector | Add +12.8% | 0.09% | −0.00 |
| CRBN Ish Low Car Opt Ms Ac ETF-US | Add +0.3% | 0.05% | −0.00 |
| EMXF iShares ESG Adv MSCI Em ETF | Add +4.5% | 0.03% | −0.00 |
| IEMG iShares Core MSCI Emerging | Add +1.0% | 0.02% | −0.00 |
| DMXF iShares ESG Advanc MSCI Eafe | Add +6.9% | 0.05% | −0.00 |
| IEFA iShares Core MSCI Eafe ETF | Add +1.9% | 0.04% | −0.00 |
| IJR iShares Core S&P Small-Cap E | Add +3.5% | 3.41% | −0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 75 | $1.7B | IVV, VEA, BNDX, IJH, IEF |
| Q1 2026 | 75 | $1.5B | IVV, VEA, BNDX, IEF, IJH |
| Q4 2025 | 76 | $1.4B | IVV, VEA, BNDX, IEF, IJH |
| Q3 2025 | 77 | $1.4B | IVV, VEA, BNDX, IEF, IJH |
| Q2 2025 | 75 | $1.3B | IVV, VEA, BNDX, IEF, IJH |
| Q1 2025 | 72 | $1.2B | IVV, VEA, BNDX, IEF, IJH |
| Q4 2024 | 67 | $1.2B | IVV, VEA, BNDX, IEF, IJH |
| Q3 2024 | 67 | $1.1B | IVV, VEA, BNDX, IEF, IJH |
| Q2 2024 | 66 | $1.0B | IVV, VEA, IJH, BNDX, IEF |
| Q1 2024 | 60 | $1.0B | IVV, VEA, IJH, BNDX, IEF |