Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Wealth Alliance

Latest statistics and disclosures from Wealth Alliance's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, IVV, DYNF, IVE, IVW, and represent 21.18% of Wealth Alliance's stock portfolio.
Added to shares of these 10 stocks: IVE (+$5.9M), OEF (+$5.7M), ITA (+$5.1M), DYNF, VNQ, BAI, TIP, IEF, TLH, IEMG.
Started 61 new stock positions in GPIX, VST, GLDM, CGNX, REET, MMCA, SENS, SPTL, IEF, GDX.
Reduced shares in these 10 stocks: SHV (-$6.2M), EFG (-$6.0M), MINT (-$5.1M), IYW (-$5.0M), EFV, IUSB, CLIP, QUAL, VTI, IEV.
Sold out of its positions in AGYS, ALL, BBVA, BAX, CM, COIN, CAG, CCI, DELL, RDY.
Wealth Alliance was a net buyer of stock by $12M.
Wealth Alliance has $972M in assets under management (AUM), dropping by 8.57%.
Central Index Key (CIK): 0001793904

Tip: Access up to 7 years of quarterly data

Positions held by Wealth Alliance consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Wealth Alliance

Wealth Alliance holds 554 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Wealth Alliance has 554 total positions. Only the first 250 positions are shown.

Sign up to view all of the Wealth Alliance Sept. 30, 2025 positions
Download the Wealth Alliance September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	9.0	$88M		344k	254.63	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.8	$37M		56k	669.30	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	2.9	$28M	+20%	474k	59.20	View chart
Ishares Tr S&p 500 Val Etf (IVE)	2.8	$27M	+27%	131k	206.51	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.7	$26M	-3%	216k	120.72	View chart
Microsoft Corporation (MSFT)	2.3	$22M		43k	517.95	View chart
Ishares Tr Core Total Usd (IUSB)	2.1	$21M	-12%	445k	46.71	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.1	$20M	-11%	103k	194.50	View chart
Ishares Tr Eafe Value Etf (EFV)	2.1	$20M	-14%	294k	67.83	View chart
Ishares Tr S&p 100 Etf (OEF)	2.0	$19M	+41%	58k	332.84	View chart
Ishares Core Msci Emkt (IEMG)	1.9	$19M	+18%	285k	65.92	View chart
NVIDIA Corporation (NVDA)	1.5	$14M	+9%	77k	186.58	View chart
Alps Etf Tr Alerian Mlp (AMLP)	1.4	$14M	+7%	294k	46.93	View chart
Amazon (AMZN)	1.4	$13M	-2%	60k	219.57	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.1	$11M	+61%	122k	91.42	View chart
Ishares Gold Tr Ishares New (IAU)	1.1	$11M	+20%	151k	72.77	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	1.1	$11M	+3%	277k	37.86	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.1	$10M	+2%	15k	666.16	View chart
Meta Platforms Cl A (META)	1.0	$9.6M		13k	734.37	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	1.0	$9.4M	+45%	92k	102.99	View chart
Broadcom (AVGO)	0.9	$8.7M		26k	329.91	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.8	$8.2M	+98%	239k	34.16	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$7.6M	-4%	31k	243.10	View chart
Eli Lilly & Co. (LLY)	0.6	$6.1M	-5%	8.0k	762.99	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.6	$5.8M	+743%	28k	209.26	View chart
Arista Networks Com Shs (ANET)	0.6	$5.7M	-7%	39k	145.71	View chart
JPMorgan Chase & Co. (JPM)	0.6	$5.7M	+2%	18k	315.42	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.6	$5.6M	+29%	105k	53.24	View chart
Abbvie (ABBV)	0.6	$5.5M	-10%	24k	231.54	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.6	$5.5M	-2%	62k	88.14	View chart
Ishares Tr Mbs Etf (MBB)	0.6	$5.4M	+4%	57k	95.15	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.5	$5.3M	+12%	21k	256.45	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.5	$4.9M		18k	279.29	View chart
Johnson & Johnson (JNJ)	0.5	$4.9M	+8%	26k	185.42	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$4.8M	-4%	55k	87.31	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$4.6M	-6%	18k	254.29	View chart
Exxon Mobil Corporation (XOM)	0.4	$4.3M		38k	112.75	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.4	$4.1M	+8%	80k	51.23	View chart
Netflix (NFLX)	0.4	$3.9M	-4%	3.2k	1198.75	View chart
Procter & Gamble Company (PG)	0.4	$3.9M		25k	153.65	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$3.8M		16k	243.56	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.4	$3.8M	-56%	20k	195.86	View chart
Tesla Motors (TSLA)	0.4	$3.8M		8.5k	444.72	View chart
Visa Com Cl A (V)	0.4	$3.8M	-8%	11k	341.39	View chart
Ishares Tr Tips Bd Etf (TIP)	0.4	$3.8M	NEW	34k	111.22	View chart
Amgen (AMGN)	0.4	$3.8M	+4%	13k	282.19	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$3.8M	-2%	13k	293.73	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$3.7M	-2%	57k	65.26	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.4	$3.7M	NEW	38k	96.46	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.4	$3.7M		84k	43.91	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$3.7M	-22%	73k	50.07	View chart
Chevron Corporation (CVX)	0.4	$3.6M		23k	155.29	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$3.5M	-7%	7.0k	502.76	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.4	$3.5M	-10%	68k	50.78	View chart
Verizon Communications (VZ)	0.3	$3.4M	+12%	77k	43.95	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.3	$3.3M		72k	45.80	View chart
Oracle Corporation (ORCL)	0.3	$3.3M	+3%	12k	281.23	View chart
Pepsi (PEP)	0.3	$3.2M	+9%	23k	140.44	View chart
Costco Wholesale Corporation (COST)	0.3	$3.2M		3.4k	925.70	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.3	$3.1M		73k	43.10	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$3.1M	-8%	11k	293.80	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$3.0M	-3%	15k	209.34	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$3.0M		25k	118.83	View chart
Prologis (PLD)	0.3	$2.9M	+35%	26k	114.52	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$2.9M		27k	106.49	View chart
Wal-Mart Stores (WMT)	0.3	$2.9M		28k	103.06	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.3	$2.8M	-19%	80k	35.48	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	0.3	$2.8M	+5%	105k	26.85	View chart
Eaton Corp SHS (ETN)	0.3	$2.8M		7.5k	374.27	View chart
Philip Morris International (PM)	0.3	$2.7M	+6%	17k	162.20	View chart
Nextera Energy (NEE)	0.3	$2.7M		36k	75.49	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.3	$2.6M	+35%	2.7k	968.11	View chart
Mastercard Incorporated Cl A (MA)	0.3	$2.5M		4.5k	568.77	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.3	$2.5M	-6%	65k	38.90	View chart
Home Depot (HD)	0.2	$2.4M	+2%	6.0k	405.19	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$2.4M	-5%	14k	174.58	View chart
Duke Energy Corp Com New (DUK)	0.2	$2.4M	+4%	19k	123.75	View chart
PNC Financial Services (PNC)	0.2	$2.4M		12k	200.94	View chart
Pfizer (PFE)	0.2	$2.3M	+40%	91k	25.48	View chart
Goldman Sachs (GS)	0.2	$2.2M		2.8k	796.37	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.2	$2.1M	-5%	52k	41.06	View chart
McDonald's Corporation (MCD)	0.2	$2.1M	-2%	7.0k	303.90	View chart
Walt Disney Company (DIS)	0.2	$2.1M	-9%	19k	114.50	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.2	$2.1M		51k	41.15	View chart
National Grid Sponsored Adr Ne (NGG)	0.2	$2.1M	+3%	28k	72.67	View chart
Lam Research Corp Com New (LRCX)	0.2	$2.0M	+5%	15k	133.90	View chart
Marsh & McLennan Companies (MMC)	0.2	$2.0M	+7%	9.9k	201.54	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.2	$2.0M		50k	39.69	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.2	$2.0M	+36%	47k	42.47	View chart
Enbridge (ENB)	0.2	$2.0M	+4%	39k	50.46	View chart
Linde SHS (LIN)	0.2	$1.9M		4.1k	475.04	View chart
Abbott Laboratories (ABT)	0.2	$1.9M	-5%	14k	133.94	View chart
Xcel Energy (XEL)	0.2	$1.9M	+3%	24k	80.65	View chart
Raytheon Technologies Corp (RTX)	0.2	$1.9M	-3%	11k	167.32	View chart
Lowe's Companies (LOW)	0.2	$1.8M		7.3k	251.32	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.2	$1.8M		87k	21.07	View chart
Belpointe Prep Unit Rp Ltd Lb A (OZ)	0.2	$1.8M		29k	64.00	View chart
Totalenergies Se Sponsored Ads (TTE)	0.2	$1.8M	+11%	30k	59.69	View chart
Palo Alto Networks (PANW)	0.2	$1.8M	+5%	8.8k	203.62	View chart
Cisco Systems (CSCO)	0.2	$1.8M	+9%	26k	68.42	View chart
Us Bancorp Del Com New (USB)	0.2	$1.8M	+18%	37k	48.33	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$1.8M		6.0k	297.63	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$1.8M	-77%	16k	113.88	View chart
American Express Company (AXP)	0.2	$1.8M		5.3k	332.13	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$1.7M		4.7k	365.44	View chart
Amphenol Corp Cl A (APH)	0.2	$1.7M	+11%	14k	123.75	View chart
British Amern Tob Sponsored Adr (BTI)	0.2	$1.7M	+9%	32k	53.08	View chart
Bank of America Corporation (BAC)	0.2	$1.7M	-4%	33k	51.59	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.2	$1.7M	-22%	23k	72.58	View chart
Wec Energy Group (WEC)	0.2	$1.7M		15k	114.59	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$1.7M	+14%	34k	49.46	View chart
International Business Machines (IBM)	0.2	$1.6M	-5%	5.8k	282.16	View chart
Truist Financial Corp equities (TFC)	0.2	$1.6M		36k	45.72	View chart
Williams Companies (WMB)	0.2	$1.6M	-2%	26k	63.35	View chart
Sony Group Corp Sponsored Adr (SONY)	0.2	$1.6M	-6%	55k	28.79	View chart
Intuit (INTU)	0.2	$1.6M	+8%	2.3k	682.84	View chart
Charles Schwab Corporation (SCHW)	0.2	$1.6M	+4%	16k	95.47	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.2	$1.6M	-7%	8.8k	178.73	View chart
Blackrock Etf Trust Ii Ishares High Yie (HIMU)	0.2	$1.6M	+119%	32k	49.19	View chart
Lockheed Martin Corporation (LMT)	0.2	$1.6M	+4%	3.1k	499.27	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.2	$1.6M		37k	42.02	View chart
Travelers Companies (TRV)	0.2	$1.5M	-2%	5.5k	279.22	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$1.5M	+14%	24k	65.00	View chart
S&p Global (SPGI)	0.2	$1.5M		3.2k	486.73	View chart
Realty Income (O)	0.2	$1.5M	-10%	25k	60.79	View chart
Mondelez Intl Cl A (MDLZ)	0.2	$1.5M		24k	62.47	View chart
Uber Technologies (UBER)	0.2	$1.5M	+5%	15k	97.97	View chart
salesforce (CRM)	0.2	$1.5M	-27%	6.3k	236.99	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$1.5M	NEW	7.3k	203.59	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$1.5M		26k	57.10	View chart
Astrazeneca Sponsored Adr (AZN)	0.2	$1.5M		19k	76.72	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$1.5M	-4%	16k	89.37	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.1	$1.4M	+132%	97k	14.94	View chart
Ishares Tr Global Reit Etf (REET)	0.1	$1.4M	NEW	55k	25.56	View chart
Sanofi Sa Sponsored Adr (SNY)	0.1	$1.4M	-12%	30k	47.20	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$1.4M		6.7k	208.71	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$1.4M	+5%	7.5k	186.50	View chart
Ishares Tr Short Treas Bd (SHV)	0.1	$1.4M	-81%	12k	110.49	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$1.3M	+7%	9.2k	145.59	View chart
Northrop Grumman Corporation (NOC)	0.1	$1.3M		2.2k	609.20	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$1.3M	+7%	29k	45.60	View chart
Wells Fargo & Company (WFC)	0.1	$1.3M	+37%	16k	83.82	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.3M	NEW	5.3k	241.96	View chart
Vanguard World Financials Etf (VFH)	0.1	$1.3M		9.7k	131.24	View chart
Starbucks Corporation (SBUX)	0.1	$1.3M	+9%	15k	84.60	View chart
American Electric Power Company (AEP)	0.1	$1.3M	+2%	11k	112.50	View chart
FirstEnergy (FE)	0.1	$1.3M	+18%	28k	45.82	View chart
Palantir Technologies Cl A (PLTR)	0.1	$1.2M	-10%	6.8k	182.42	View chart
Trane Technologies SHS (TT)	0.1	$1.2M	-3%	2.9k	422.01	View chart
Ishares Tr 20+ Year Tr Bd (TLTW)	0.1	$1.2M	+388%	52k	23.38	View chart
Applovin Corp Com Cl A (APP)	0.1	$1.2M	-26%	1.7k	718.42	View chart
TJX Companies (TJX)	0.1	$1.2M		8.3k	144.55	View chart
PPL Corporation (PPL)	0.1	$1.2M	+4%	32k	37.16	View chart
GSK Sponsored Adr (GSK)	0.1	$1.2M	+3%	28k	43.16	View chart
Cummins (CMI)	0.1	$1.2M		2.8k	422.36	View chart
Huntington Bancshares Incorporated (HBAN)	0.1	$1.2M	+11%	68k	17.27	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.1	$1.2M	NEW	22k	52.30	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$1.1M	+10%	12k	95.19	View chart
Bank Of Montreal Cadcom (BMO)	0.1	$1.1M	+5%	8.6k	130.25	View chart
Zoetis Cl A (ZTS)	0.1	$1.1M	-38%	7.6k	146.32	View chart
Ge Aerospace Com New (GE)	0.1	$1.1M	+12%	3.7k	300.80	View chart
At&t (T)	0.1	$1.1M	-36%	39k	28.24	View chart
Thermo Fisher Scientific (TMO)	0.1	$1.1M	-19%	2.3k	485.04	View chart
UnitedHealth (UNH)	0.1	$1.1M	-21%	3.2k	345.32	View chart
Tc Energy Corp (TRP)	0.1	$1.1M	+3%	20k	54.41	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.1	$1.1M		25k	42.95	View chart
Sap Se Spon Adr (SAP)	0.1	$1.1M		4.0k	267.19	View chart
Intuitive Surgical Com New (ISRG)	0.1	$1.0M	-7%	2.3k	447.32	View chart
Motorola Solutions Com New (MSI)	0.1	$1.0M		2.3k	457.31	View chart
Honeywell International (HON)	0.1	$1.0M	+3%	4.9k	210.51	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.1	$1.0M		26k	40.36	View chart
Teledyne Technologies Incorporated (TDY)	0.1	$1.0M	-5%	1.8k	586.04	View chart
Amcor Ord (AMCR)	0.1	$1.0M	+159%	125k	8.18	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$1.0M	-24%	4.1k	246.61	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$1.0M	+2%	1.7k	600.28	View chart
Texas Instruments Incorporated (TXN)	0.1	$1.0M	-24%	5.5k	183.73	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$1.0M	+2%	1.6k	612.36	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$999k		9.0k	111.48	View chart
Citigroup Com New (C)	0.1	$987k	+2%	9.7k	101.51	View chart
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG)	0.1	$981k	-2%	62k	15.94	View chart
Altria (MO)	0.1	$976k	+20%	15k	66.06	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.1	$974k		26k	37.70	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$967k		7.7k	125.95	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$945k	-19%	6.4k	148.61	View chart
Merck & Co (MRK)	0.1	$945k	-31%	11k	83.93	View chart
American Tower Reit (AMT)	0.1	$942k	-3%	4.9k	192.31	View chart
Synopsys (SNPS)	0.1	$940k	+18%	1.9k	493.35	View chart
Snowflake Com Shs (SNOW)	0.1	$939k	+7%	4.2k	225.55	View chart
Automatic Data Processing (ADP)	0.1	$932k		3.2k	293.47	View chart
Gilead Sciences (GILD)	0.1	$923k	-20%	8.3k	111.00	View chart
Caterpillar (CAT)	0.1	$916k		1.9k	477.14	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.1	$914k		24k	38.36	View chart
Kimberly-Clark Corporation (KMB)	0.1	$890k	+61%	7.2k	124.34	View chart
Sea Sponsord Ads (SE)	0.1	$883k	+14%	4.9k	178.71	View chart
Analog Devices (ADI)	0.1	$878k		3.6k	245.72	View chart
Equinix (EQIX)	0.1	$875k	+5%	1.1k	783.33	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.1	$874k		25k	35.19	View chart
Hdfc Bank Sponsored Ads (HDB)	0.1	$856k	+39%	25k	34.16	View chart
Union Pacific Corporation (UNP)	0.1	$855k	-32%	3.6k	236.39	View chart
Ishares Emng Mkts Eqt (EMGF)	0.1	$851k		15k	56.58	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$843k	-21%	15k	57.31	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$833k	+216%	1.8k	468.33	View chart
Corning Incorporated (GLW)	0.1	$831k	-3%	10k	82.03	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$830k	-9%	30k	27.30	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$825k	NEW	13k	65.01	View chart
Coca-Cola Company (KO)	0.1	$814k	-9%	12k	66.32	View chart
Ishares Tr Europe Etf (IEV)	0.1	$813k	-58%	12k	65.48	View chart
Watsco, Incorporated (WSO)	0.1	$811k		2.0k	404.33	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.1	$809k		24k	34.20	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$807k	+13%	34k	23.56	View chart
Bristol Myers Squibb (BMY)	0.1	$804k	-4%	18k	45.10	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$790k	-8%	2.6k	307.91	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$785k		4.6k	170.86	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$777k		4.1k	189.69	View chart
Blackrock Ltd Duration Incom Com Shs (BLW)	0.1	$777k		56k	14.00	View chart
The Trade Desk Com Cl A (TTD)	0.1	$765k	-13%	16k	49.01	View chart
Prudential Adr (PUK)	0.1	$764k	-2%	27k	27.99	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$754k		1.00	754200.00	View chart
CSX Corporation (CSX)	0.1	$749k		21k	35.51	View chart
W.W. Grainger (GWW)	0.1	$744k		780.00	953.24	View chart
BRT Realty Trust (BRT)	0.1	$743k	-2%	48k	15.66	View chart
Electronic Arts (EA)	0.1	$741k		3.7k	201.70	View chart
Hershey Company (HSY)	0.1	$740k	-6%	4.0k	187.04	View chart
Dupont De Nemours (DD)	0.1	$733k	+2%	9.4k	77.90	View chart
Southern Company (SO)	0.1	$733k	-12%	7.7k	94.77	View chart
Alexandria Real Estate Equities (ARE)	0.1	$730k	+8%	8.8k	83.34	View chart
AvalonBay Communities (AVB)	0.1	$725k	+64%	3.8k	193.15	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.1	$724k		41k	17.77	View chart
Blackrock (BLK)	0.1	$723k		620.00	1165.88	View chart
Cameco Corporation (CCJ)	0.1	$719k	-14%	8.6k	83.86	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.1	$716k	+2%	4.5k	159.89	View chart
Comcast Corp Cl A (CMCSA)	0.1	$706k	-22%	23k	31.42	View chart
Blackrock Muniassets Fund (MUA)	0.1	$704k	NEW	63k	11.10	View chart
Servicenow (NOW)	0.1	$704k	-12%	765.00	919.93	View chart
Unilever Spon Adr New (UL)	0.1	$700k	+25%	12k	59.28	View chart
Capital One Financial (COF)	0.1	$694k	+40%	3.3k	212.60	View chart
Quanta Services (PWR)	0.1	$678k		1.6k	414.48	View chart
Fidelity National Information Services (FIS)	0.1	$677k	+4%	10k	65.94	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$675k	+86%	4.7k	142.42	View chart
Simon Property (SPG)	0.1	$672k	-6%	3.6k	187.65	View chart
Vici Pptys (VICI)	0.1	$671k	+45%	21k	32.61	View chart
Shell Spon Ads (SHEL)	0.1	$671k	-8%	9.4k	71.53	View chart
Southern Copper Corporation (SCCO)	0.1	$670k	-9%	5.5k	121.35	View chart
Danaher Corporation (DHR)	0.1	$663k	NEW	3.3k	198.27	View chart
Consolidated Edison (ED)	0.1	$662k		6.6k	100.52	View chart
Nebius Group Shs Class A (NBIS)	0.1	$659k	-7%	5.9k	112.27	View chart
Te Connectivity Ord Shs (TEL)	0.1	$654k	+8%	3.0k	219.54	View chart
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR)	0.1	$651k	+124%	51k	12.66	View chart
Stryker Corporation (SYK)	0.1	$646k	-8%	1.7k	369.64	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)	0.1	$641k		19k	33.02	View chart

Past Filings by Wealth Alliance

SEC 13F filings are viewable for Wealth Alliance going back to 2019

Wealth Alliance 2025 Q3 filed Nov. 7, 2025
Wealth Alliance 2025 Q2 filed Aug. 8, 2025
Wealth Alliance 2025 Q1 filed May 5, 2025
Wealth Alliance 2024 Q4 filed Feb. 3, 2025
Wealth Alliance 2024 Q3 filed Nov. 4, 2024
Wealth Alliance 2024 Q2 filed Aug. 9, 2024
Wealth Alliance 2024 Q1 filed May 10, 2024
Wealth Alliance 2023 Q4 filed Jan. 30, 2024
Wealth Alliance 2023 Q3 filed Nov. 9, 2023
Wealth Alliance 2023 Q2 filed Aug. 2, 2023
Wealth Alliance 2023 Q1 filed May 11, 2023
Wealth Alliance 2022 Q4 filed Feb. 13, 2023
Wealth Alliance 2022 Q3 filed Nov. 14, 2022
Wealth Alliance 2022 Q2 restated filed Oct. 11, 2022
Wealth Alliance 2022 Q2 filed Aug. 15, 2022
Wealth Alliance 2022 Q1 filed May 10, 2022

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z