Wealth Alliance
Latest statistics and disclosures from Wealth Alliance's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, IVV, IUSB, IVW, MSFT, and represent 24.70% of Wealth Alliance's stock portfolio.
- Added to shares of these 10 stocks: EFV (+$8.8M), AVGO, MUB, IUSB, IEF, EMXC, BINC, IEV, TLTW, DEO.
- Started 41 new stock positions in SE, XLI, TLTW, VRT, BOTZ, TOTL, HEZU, EA, OKE, MUFG.
- Reduced shares in these 10 stocks: IVV, HEFA, IEMG, IVW, EFG, DVY, IWD, TLT, AAPL, EFA.
- Sold out of its positions in CNBS, TEAM, AZTA, CMG, CGNX, DDOG, DE, DLB, EW, HRTX.
- Wealth Alliance was a net buyer of stock by $18M.
- Wealth Alliance has $837M in assets under management (AUM), dropping by 8.14%.
- Central Index Key (CIK): 0001793904
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Portfolio Holdings for Wealth Alliance
Wealth Alliance holds 521 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Wealth Alliance has 521 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Wealth Alliance Sept. 30, 2024 positions
- Download the Wealth Alliance September 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 10.0 | $84M | 360k | 233.00 |
|
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| Ishares Tr Core S&p500 Etf (IVV) | 6.7 | $56M | -7% | 97k | 576.82 |
|
| Ishares Tr Core Total Usd (IUSB) | 3.1 | $26M | +19% | 554k | 47.12 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 2.7 | $23M | -8% | 237k | 95.75 |
|
| Microsoft Corporation (MSFT) | 2.1 | $18M | 42k | 430.30 |
|
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| Blackrock Etf Trust Us Eqt Factor (DYNF) | 2.1 | $18M | 360k | 49.47 |
|
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| Ishares Tr S&p 500 Val Etf (IVE) | 2.1 | $17M | 88k | 197.17 |
|
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 2.1 | $17M | 96k | 179.30 |
|
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| Ishares Tr Eafe Value Etf (EFV) | 2.0 | $17M | +113% | 288k | 57.53 |
|
| Amazon (AMZN) | 1.4 | $12M | 64k | 186.33 |
|
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| Vanguard Index Fds Real Estate Etf (VNQ) | 1.4 | $12M | 122k | 97.42 |
|
|
| Alps Etf Tr Alerian Mlp (AMLP) | 1.4 | $11M | +5% | 242k | 47.13 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 1.3 | $11M | -14% | 103k | 107.65 |
|
| NVIDIA Corporation (NVDA) | 1.1 | $9.0M | 75k | 121.44 |
|
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| Ishares Msci Emrg Chn (EMXC) | 1.0 | $8.6M | +34% | 141k | 61.11 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.0 | $8.6M | -3% | 15k | 573.76 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.9 | $7.7M | -9% | 51k | 151.62 |
|
| Meta Platforms Cl A (META) | 0.8 | $6.6M | 12k | 572.44 |
|
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| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $6.3M | +4% | 38k | 165.85 |
|
| Eli Lilly & Co. (LLY) | 0.7 | $6.1M | +2% | 6.9k | 886.00 |
|
| Ishares Tr National Mun Etf (MUB) | 0.7 | $5.8M | +261% | 53k | 108.63 |
|
| Ishares Tr Mbs Etf (MBB) | 0.7 | $5.5M | +3% | 57k | 95.81 |
|
| Broadcom (AVGO) | 0.6 | $5.3M | +910% | 31k | 172.50 |
|
| Ishares Tr Aggres Alloc Etf (AOA) | 0.6 | $5.2M | 66k | 78.91 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.6 | $4.7M | 94k | 49.70 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.5 | $4.5M | +6% | 16k | 276.77 |
|
| Procter & Gamble Company (PG) | 0.5 | $4.5M | -2% | 26k | 173.20 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.5 | $4.4M | 57k | 78.05 |
|
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| Abbvie (ABBV) | 0.5 | $4.3M | 22k | 197.48 |
|
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| Ishares Core Msci Emkt (IEMG) | 0.5 | $4.3M | -36% | 75k | 57.41 |
|
| Arista Networks (ANET) | 0.5 | $4.2M | 11k | 383.82 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.5 | $4.1M | 17k | 237.21 |
|
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| Ishares Tr Tips Bd Etf (TIP) | 0.5 | $3.8M | -6% | 35k | 110.47 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.5 | $3.8M | +1462% | 39k | 98.12 |
|
| Pepsi (PEP) | 0.4 | $3.6M | +13% | 22k | 170.05 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.4 | $3.6M | 70k | 51.12 |
|
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $3.5M | 7.6k | 460.23 |
|
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $3.5M | 56k | 62.32 |
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| Blackrock Etf Trust Ii Flexible Income (BINC) | 0.4 | $3.4M | +64% | 64k | 53.53 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $3.4M | 16k | 210.86 |
|
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| Amgen (AMGN) | 0.4 | $3.4M | -11% | 10k | 322.21 |
|
| Nextera Energy (NEE) | 0.4 | $3.4M | -2% | 40k | 84.53 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.4 | $3.3M | -24% | 34k | 98.10 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $3.3M | +2% | 12k | 263.84 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) | 0.4 | $3.3M | -7% | 83k | 39.25 |
|
| UnitedHealth (UNH) | 0.4 | $3.2M | -2% | 5.4k | 584.63 |
|
| Ishares Tr Europe Etf (IEV) | 0.4 | $3.2M | +58% | 54k | 58.27 |
|
| Visa Com Cl A (V) | 0.4 | $3.1M | 12k | 274.94 |
|
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| Ishares Tr Short Treas Bd (SHV) | 0.4 | $3.1M | +12% | 28k | 110.63 |
|
| Verizon Communications (VZ) | 0.4 | $3.1M | -15% | 70k | 44.91 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $3.1M | -2% | 19k | 167.19 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $3.1M | +4% | 18k | 173.67 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $3.1M | +13% | 26k | 116.96 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.4 | $3.0M | 17k | 181.99 |
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| Chevron Corporation (CVX) | 0.4 | $3.0M | -6% | 20k | 147.27 |
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| Netflix (NFLX) | 0.3 | $2.8M | 4.0k | 709.18 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) | 0.3 | $2.8M | 67k | 41.32 |
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| Philip Morris International (PM) | 0.3 | $2.7M | -19% | 23k | 121.40 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $2.7M | 23k | 117.22 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.3 | $2.5M | +3% | 10k | 243.47 |
|
| Zoetis Cl A (ZTS) | 0.3 | $2.5M | 13k | 195.37 |
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| Eaton Corp SHS (ETN) | 0.3 | $2.5M | +7% | 7.5k | 331.43 |
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| Oracle Corporation (ORCL) | 0.3 | $2.4M | +12% | 14k | 170.40 |
|
| Johnson & Johnson (JNJ) | 0.3 | $2.4M | +34% | 15k | 162.06 |
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| Bristol Myers Squibb (BMY) | 0.3 | $2.4M | +2% | 46k | 51.74 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (POCT) | 0.3 | $2.3M | 60k | 38.95 |
|
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| Home Depot (HD) | 0.3 | $2.3M | -7% | 5.7k | 405.18 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $2.3M | 4.6k | 493.76 |
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| At&t (T) | 0.3 | $2.2M | 102k | 22.00 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.3 | $2.2M | +3% | 13k | 167.67 |
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| Prologis (PLD) | 0.3 | $2.2M | +44% | 17k | 126.28 |
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| Tesla Motors (TSLA) | 0.3 | $2.2M | 8.2k | 261.64 |
|
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| PNC Financial Services (PNC) | 0.3 | $2.1M | 12k | 184.84 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.3 | $2.1M | 17k | 126.18 |
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| The Trade Desk Com Cl A (TTD) | 0.3 | $2.1M | +4% | 19k | 109.65 |
|
| salesforce (CRM) | 0.2 | $2.1M | -15% | 7.6k | 273.70 |
|
| McDonald's Corporation (MCD) | 0.2 | $2.0M | +19% | 6.7k | 304.50 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $2.0M | -24% | 18k | 115.30 |
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| Blackrock Etf Trust Us Carbon Trans (LCTU) | 0.2 | $2.0M | -13% | 32k | 62.74 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) | 0.2 | $2.0M | 57k | 35.24 |
|
|
| Wal-Mart Stores (WMT) | 0.2 | $2.0M | -8% | 25k | 80.75 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $2.0M | +3% | 5.6k | 353.45 |
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| Us Bancorp Del Com New (USB) | 0.2 | $2.0M | 43k | 45.73 |
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| Belpointe Prep Unit Rp Ltd Lb A (OZ) | 0.2 | $2.0M | 29k | 69.02 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) | 0.2 | $1.9M | 52k | 36.88 |
|
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| Lowe's Companies (LOW) | 0.2 | $1.9M | 7.0k | 270.85 |
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| Linde SHS (LIN) | 0.2 | $1.9M | 4.0k | 476.83 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.2 | $1.9M | +44% | 37k | 50.88 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $1.9M | 2.3k | 833.26 |
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| Marsh & McLennan Companies (MMC) | 0.2 | $1.9M | 8.4k | 223.08 |
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| Walt Disney Company (DIS) | 0.2 | $1.9M | -5% | 20k | 96.19 |
|
| Merck & Co (MRK) | 0.2 | $1.9M | +4% | 16k | 113.56 |
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| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.2 | $1.8M | +13% | 62k | 29.53 |
|
| Sanofi Sponsored Adr (SNY) | 0.2 | $1.8M | 31k | 57.63 |
|
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| Lockheed Martin Corporation (LMT) | 0.2 | $1.8M | +4% | 3.1k | 584.55 |
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| Realty Income (O) | 0.2 | $1.8M | 28k | 63.42 |
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| Honeywell International (HON) | 0.2 | $1.8M | +5% | 8.7k | 206.71 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) | 0.2 | $1.8M | 49k | 36.92 |
|
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| Ishares Tr Us Infrastruc (IFRA) | 0.2 | $1.8M | +2% | 38k | 46.97 |
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| Gilead Sciences (GILD) | 0.2 | $1.7M | +4% | 21k | 83.84 |
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| S&p Global (SPGI) | 0.2 | $1.7M | 3.3k | 516.58 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $1.7M | 2.7k | 618.57 |
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| Parker-Hannifin Corporation (PH) | 0.2 | $1.7M | -6% | 2.7k | 631.76 |
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| Truist Financial Corp equities (TFC) | 0.2 | $1.6M | 38k | 42.77 |
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| Motorola Solutions Com New (MSI) | 0.2 | $1.6M | -19% | 3.6k | 449.66 |
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| Starbucks Corporation (SBUX) | 0.2 | $1.6M | +18% | 16k | 97.49 |
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| Xcel Energy (XEL) | 0.2 | $1.6M | 24k | 65.30 |
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| National Grid Sponsored Adr Ne (NGG) | 0.2 | $1.6M | +30% | 23k | 69.67 |
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| Palo Alto Networks (PANW) | 0.2 | $1.6M | -2% | 4.6k | 341.80 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.2 | $1.6M | +6% | 31k | 50.28 |
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| Mondelez Intl Cl A (MDLZ) | 0.2 | $1.5M | +6% | 21k | 73.67 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $1.5M | -6% | 12k | 121.16 |
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| Ishares Tr Global Reit Etf (REET) | 0.2 | $1.5M | 56k | 26.69 |
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| Pfizer (PFE) | 0.2 | $1.5M | +3% | 52k | 28.94 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $1.5M | 7.2k | 206.58 |
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| Williams Companies (WMB) | 0.2 | $1.5M | -27% | 32k | 45.65 |
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| Enbridge (ENB) | 0.2 | $1.4M | 35k | 40.61 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $1.4M | +8% | 2.7k | 517.78 |
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| Abbott Laboratories (ABT) | 0.2 | $1.4M | -5% | 12k | 114.01 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $1.4M | +2% | 2.9k | 491.29 |
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| Novo-nordisk A S Adr (NVO) | 0.2 | $1.4M | 12k | 119.07 |
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| American Express Company (AXP) | 0.2 | $1.4M | 5.1k | 271.20 |
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| Astrazeneca Sponsored Adr (AZN) | 0.2 | $1.4M | 18k | 77.91 |
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| International Business Machines (IBM) | 0.2 | $1.4M | +3% | 6.1k | 221.08 |
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| Totalenergies Se Sponsored Ads (TTE) | 0.2 | $1.4M | 21k | 64.62 |
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| Comcast Corp Cl A (CMCSA) | 0.2 | $1.4M | -3% | 32k | 41.77 |
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| Wec Energy Group (WEC) | 0.2 | $1.3M | +52% | 14k | 96.18 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $1.3M | +8% | 5.0k | 267.38 |
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| Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) | 0.2 | $1.3M | +12% | 61k | 21.93 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) | 0.2 | $1.3M | +20% | 33k | 40.48 |
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| Lyondellbasell Industries N Shs - A - (LYB) | 0.2 | $1.3M | 14k | 95.90 |
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| Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) | 0.2 | $1.3M | +28% | 34k | 37.86 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) | 0.1 | $1.2M | 34k | 36.04 |
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| Tc Energy Corp (TRP) | 0.1 | $1.2M | 26k | 47.55 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $1.2M | -9% | 7.0k | 174.57 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $1.2M | 19k | 64.81 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $1.2M | +3% | 12k | 96.57 |
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| Hdfc Bank Sponsored Ads (HDB) | 0.1 | $1.2M | +10% | 19k | 62.56 |
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| Uber Technologies (UBER) | 0.1 | $1.2M | +3% | 16k | 75.16 |
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| Diageo Spon Adr New (DEO) | 0.1 | $1.2M | +380% | 8.4k | 140.33 |
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| Travelers Companies (TRV) | 0.1 | $1.2M | +11% | 5.1k | 234.14 |
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| Cisco Systems (CSCO) | 0.1 | $1.2M | +6% | 22k | 53.22 |
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| Lam Research Corporation (LRCX) | 0.1 | $1.2M | -19% | 1.4k | 816.32 |
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| Sap Se Spon Adr (SAP) | 0.1 | $1.1M | -4% | 5.0k | 229.11 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $1.1M | +7% | 5.7k | 200.76 |
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| Canadian Pacific Kansas City (CP) | 0.1 | $1.1M | +3% | 13k | 85.54 |
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| Intuit (INTU) | 0.1 | $1.1M | -2% | 1.8k | 620.89 |
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| American Electric Power Company (AEP) | 0.1 | $1.1M | -17% | 11k | 102.60 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $1.1M | +23% | 19k | 59.51 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) | 0.1 | $1.1M | 30k | 38.31 |
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| American Tower Reit (AMT) | 0.1 | $1.1M | -3% | 4.8k | 232.56 |
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| Union Pacific Corporation (UNP) | 0.1 | $1.1M | +2% | 4.5k | 246.46 |
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| Vanguard World Financials Etf (VFH) | 0.1 | $1.1M | -10% | 10k | 109.91 |
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| Ishares Tr Esg Msci Usa Etf (USXF) | 0.1 | $1.1M | -2% | 22k | 49.08 |
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| Ishares Tr Msci Kld400 Soc (DSI) | 0.1 | $1.1M | -12% | 10k | 108.80 |
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| Entergy Corporation (ETR) | 0.1 | $1.1M | 8.3k | 131.61 |
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| Costco Wholesale Corporation (COST) | 0.1 | $1.1M | -3% | 1.2k | 886.73 |
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| Bce Com New (BCE) | 0.1 | $1.1M | +3% | 31k | 34.80 |
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| Coca-Cola Company (KO) | 0.1 | $1.1M | +10% | 15k | 71.86 |
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| Qualcomm (QCOM) | 0.1 | $1.1M | +7% | 6.2k | 170.05 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $1.0M | +13% | 9.2k | 112.98 |
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| Huntington Bancshares Incorporated (HBAN) | 0.1 | $1.0M | 69k | 14.70 |
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| United Parcel Service CL B (UPS) | 0.1 | $1.0M | +51% | 7.4k | 136.34 |
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| Trane Technologies SHS (TT) | 0.1 | $1.0M | -6% | 2.6k | 388.78 |
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| TJX Companies (TJX) | 0.1 | $1.0M | -34% | 8.6k | 117.54 |
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| Paychex (PAYX) | 0.1 | $1.0M | +115% | 7.5k | 134.19 |
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| Ishares Tr 20+ Year Tr Bd (TLTW) | 0.1 | $995k | NEW | 37k | 27.00 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) | 0.1 | $992k | +30% | 26k | 38.53 |
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| Innovator Etfs Trust Us Sml Cp Pwr B (KJAN) | 0.1 | $988k | 27k | 37.07 |
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| Watsco, Incorporated (WSO) | 0.1 | $982k | 2.0k | 491.90 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $982k | +10% | 9.2k | 106.12 |
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| Southern Company (SO) | 0.1 | $965k | -31% | 11k | 90.18 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $965k | +3% | 1.8k | 528.18 |
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| Ishares Tr Esg Eafe Etf (DMXF) | 0.1 | $946k | +13% | 13k | 72.04 |
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| PPL Corporation (PPL) | 0.1 | $929k | +13% | 28k | 33.08 |
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| Fair Isaac Corporation (FICO) | 0.1 | $906k | +2% | 466.00 | 1943.52 |
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| Morgan Stanley Com New (MS) | 0.1 | $906k | +134% | 8.7k | 104.24 |
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| Equinix (EQIX) | 0.1 | $893k | +6% | 1.0k | 887.51 |
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| Chubb (CB) | 0.1 | $891k | 3.1k | 288.43 |
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| Servicenow (NOW) | 0.1 | $890k | +4% | 995.00 | 893.94 |
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| Alcon Ord Shs (ALC) | 0.1 | $870k | -16% | 8.7k | 100.07 |
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| Target Corporation (TGT) | 0.1 | $869k | -10% | 5.6k | 155.85 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $868k | 10k | 84.53 |
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| Cibc Cad (CM) | 0.1 | $866k | 14k | 61.34 |
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| Blackrock Ltd Duration Incom Com Shs (BLW) | 0.1 | $864k | +17% | 60k | 14.48 |
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| W.W. Grainger (GWW) | 0.1 | $860k | -9% | 828.00 | 1038.82 |
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| Dell Technologies CL C (DELL) | 0.1 | $841k | +30% | 7.1k | 118.53 |
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| Air Products & Chemicals (APD) | 0.1 | $836k | 2.8k | 297.76 |
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| British Amern Tob Sponsored Adr (BTI) | 0.1 | $833k | +3% | 23k | 36.58 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.1 | $823k | +6% | 7.5k | 109.33 |
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| Automatic Data Processing (ADP) | 0.1 | $808k | 2.9k | 276.77 |
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| Teledyne Technologies Incorporated (TDY) | 0.1 | $784k | +3% | 1.8k | 437.66 |
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| Fidelity National Information Services (FIS) | 0.1 | $783k | -5% | 9.4k | 83.75 |
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| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.1 | $772k | -7% | 32k | 23.79 |
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| Workday Cl A (WDAY) | 0.1 | $768k | 3.1k | 244.41 |
|
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| CVS Caremark Corporation (CVS) | 0.1 | $765k | -5% | 12k | 62.88 |
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| Kenvue (KVUE) | 0.1 | $765k | +23% | 33k | 23.13 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $765k | 1.4k | 527.57 |
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| Bank of America Corporation (BAC) | 0.1 | $756k | 19k | 39.68 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $743k | +15% | 1.5k | 488.04 |
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| Vaneck Etf Trust Preferred Securt (PFXF) | 0.1 | $739k | 41k | 18.26 |
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| Vaneck Etf Trust Bdc Income Etf (BIZD) | 0.1 | $738k | +20% | 45k | 16.56 |
|
| Innovator Etfs Trust Intrnl Dev Jan (IJAN) | 0.1 | $732k | 22k | 32.97 |
|
|
| Amphenol Corp Cl A (APH) | 0.1 | $730k | +115% | 11k | 65.16 |
|
| Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR) | 0.1 | $725k | 22k | 32.46 |
|
|
| Shopify Cl A (SHOP) | 0.1 | $719k | +28% | 9.0k | 80.14 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $711k | 4.0k | 179.16 |
|
|
| Stryker Corporation (SYK) | 0.1 | $707k | +2% | 2.0k | 361.27 |
|
| Infosys Sponsored Adr (INFY) | 0.1 | $707k | -4% | 32k | 22.27 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $707k | -7% | 1.9k | 381.66 |
|
| ConocoPhillips (COP) | 0.1 | $704k | 6.7k | 105.29 |
|
|
| Dover Corporation (DOV) | 0.1 | $703k | 3.7k | 191.76 |
|
|
| Anthem (ELV) | 0.1 | $702k | +2% | 1.4k | 519.85 |
|
| Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) | 0.1 | $694k | 19k | 35.94 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $691k | 1.00 | 691180.00 |
|
|
| Manulife Finl Corp (MFC) | 0.1 | $691k | 23k | 29.55 |
|
|
| Cigna Corp (CI) | 0.1 | $689k | -4% | 2.0k | 346.48 |
|
| Alexandria Real Estate Equities (ARE) | 0.1 | $681k | NEW | 5.7k | 118.75 |
|
| Consolidated Edison (ED) | 0.1 | $680k | 6.5k | 104.14 |
|
|
| Shell Spon Ads (SHEL) | 0.1 | $670k | -4% | 10k | 65.95 |
|
| Paypal Holdings (PYPL) | 0.1 | $658k | +30% | 8.4k | 78.03 |
|
| Ishares Tr Esg Msci Leadr (SUSL) | 0.1 | $657k | +8% | 6.5k | 101.52 |
|
| Advanced Micro Devices (AMD) | 0.1 | $655k | +35% | 4.0k | 164.08 |
|
| Vanguard World Health Car Etf (VHT) | 0.1 | $651k | 2.3k | 282.19 |
|
|
| Southern Copper Corporation (SCCO) | 0.1 | $648k | -4% | 5.6k | 115.68 |
|
| Wells Fargo & Company (WFC) | 0.1 | $633k | -14% | 11k | 56.49 |
|
| Sempra Energy (SRE) | 0.1 | $631k | 7.5k | 83.63 |
|
|
| Nxp Semiconductors N V (NXPI) | 0.1 | $628k | -14% | 2.6k | 240.03 |
|
| BlackRock (BLK) | 0.1 | $623k | -2% | 656.00 | 948.97 |
|
| Gartner (IT) | 0.1 | $618k | 1.2k | 506.76 |
|
|
| Unilever Spon Adr New (UL) | 0.1 | $611k | 9.4k | 64.96 |
|
|
| Enterprise Products Partners (EPD) | 0.1 | $609k | -8% | 21k | 29.11 |
|
| Ferrari Nv Ord (RACE) | 0.1 | $608k | -3% | 1.3k | 470.20 |
|
| Dominion Resources (D) | 0.1 | $606k | -47% | 11k | 57.79 |
|
| Dupont De Nemours (DD) | 0.1 | $601k | 6.7k | 89.11 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $598k | -16% | 2.5k | 243.06 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.1 | $596k | +6% | 8.2k | 72.63 |
|
| Freeport-mcmoran CL B (FCX) | 0.1 | $592k | -13% | 12k | 49.92 |
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $590k | 561.00 | 1051.24 |
|
|
| Hershey Company (HSY) | 0.1 | $590k | +11% | 3.1k | 191.78 |
|
| Cameco Corporation (CCJ) | 0.1 | $581k | 12k | 47.76 |
|
|
| Intercontinental Exchange (ICE) | 0.1 | $580k | 3.6k | 160.65 |
|
|
| Allstate Corporation (ALL) | 0.1 | $576k | 3.0k | 189.64 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $570k | +3% | 4.4k | 128.19 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $569k | 7.4k | 77.18 |
|
|
| Equity Residential Sh Ben Int (EQR) | 0.1 | $569k | 7.6k | 74.46 |
|
|
| Baxter International (BAX) | 0.1 | $568k | +20% | 15k | 37.97 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.1 | $561k | 5.0k | 112.94 |
|
|
| CRH Ord (CRH) | 0.1 | $558k | 6.0k | 92.73 |
|
|
| Goldman Sachs (GS) | 0.1 | $555k | +5% | 1.1k | 495.22 |
|
Past Filings by Wealth Alliance
SEC 13F filings are viewable for Wealth Alliance going back to 2019
- 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
- Wealth Alliance 2021 Q4 filed Feb. 14, 2022
- Wealth Alliance 2021 Q3 filed Nov. 12, 2021
- Wealth Alliance 2021 Q2 filed Aug. 16, 2021
- Wealth Alliance 2021 Q1 filed May 18, 2021