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Wealth Alliance

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

Top 5 stock holdings are AAPL, IVV, IVE, DYNF, IVW, and represent 22.15% of Wealth Alliance's stock portfolio.
Added to shares of these 10 stocks: MUB (+$13M), IVE (+$7.4M), IEMG, SHV, DYNF, MTUM, NFLX, TTE, IVW, CGDV.
Started 49 new stock positions in ETR, EEM, HLT, TRGP, WDFC, Q, BRTR, MDB, GKOS, AU.
Reduced shares in these 10 stocks: QUAL (-$8.8M), VNQ, EFV, , COST, GS, KMB, AMLP, JNJ, ARE.
Sold out of its positions in ARE, AMX, LCTD, BKNG, BFAM, CCC, CALY, CHE, CHWY, CHH.
Wealth Alliance was a net buyer of stock by $35M.
Wealth Alliance has $1.0B in assets under management (AUM), dropping by 5.08%.
Central Index Key (CIK): 0001793904

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Portfolio Holdings for Wealth Alliance

Wealth Alliance holds 551 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Wealth Alliance has 551 total positions. Only the first 250 positions are shown.

Sign up to view all of the Wealth Alliance Dec. 31, 2025 positions
Download the Wealth Alliance December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	9.1	$93M		342k	271.86	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.7	$38M		56k	684.94	View chart
Ishares Tr S&p 500 Val Etf (IVE)	3.4	$35M	+26%	165k	212.07	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	3.1	$32M	+9%	519k	60.81	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.8	$29M	+7%	232k	123.26	View chart
Ishares Core Msci Emkt (IEMG)	2.2	$23M	+19%	341k	67.22	View chart
Ishares Tr Core Univrsl Usd (IUSB)	2.2	$22M	+7%	478k	46.54	View chart
Ishares Tr S&p 100 Etf (OEF)	2.1	$22M	+9%	64k	342.97	View chart
Microsoft Corporation (MSFT)	2.0	$20M		42k	483.62	View chart
Ishares Tr Eafe Value Etf (EFV)	1.9	$19M	-9%	266k	71.41	View chart
Ishares Tr National Mun Etf (MUB)	1.6	$16M	+445%	149k	107.11	View chart
NVIDIA Corporation (NVDA)	1.4	$14M		76k	186.50	View chart
Amazon (AMZN)	1.4	$14M		61k	230.82	View chart
Alps Etf Tr Alerian Mlp (AMLP)	1.3	$13M	-6%	275k	47.02	View chart
Ishares Gold Tr Ishares New (IAU)	1.2	$12M	-2%	148k	81.17	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.1	$12M	-43%	58k	198.62	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	1.1	$11M	+6%	296k	38.56	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.1	$11M	+2%	16k	681.91	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$9.6M		31k	313.00	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.9	$9.3M	+16%	279k	33.30	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.9	$9.0M	-3%	89k	101.67	View chart
Broadcom (AVGO)	0.8	$8.6M	-5%	25k	346.11	View chart
Eli Lilly & Co. (LLY)	0.8	$8.5M		7.9k	1074.64	View chart
Meta Platforms Cl A (META)	0.8	$8.4M	-2%	13k	660.09	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.8	$7.9M	+51%	32k	250.31	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.6	$6.5M	+17%	124k	52.77	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.6	$6.1M		28k	214.69	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.6	$6.0M	-44%	68k	88.49	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.6	$5.9M	+10%	19k	303.88	View chart
Ishares Tr Mbs Etf (MBB)	0.6	$5.8M	+7%	61k	95.22	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.5	$5.5M		61k	89.56	View chart
JPMorgan Chase & Co. (JPM)	0.5	$5.4M	-5%	17k	322.22	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$5.2M	+6%	58k	89.46	View chart
Arista Networks Com Shs (ANET)	0.5	$5.2M		39k	131.03	View chart
Abbvie (ABBV)	0.5	$5.0M	-6%	22k	228.49	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$5.0M		16k	313.79	View chart
Exxon Mobil Corporation (XOM)	0.5	$4.9M	+6%	41k	120.34	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.5	$4.8M	+247%	43k	110.15	View chart
Johnson & Johnson (JNJ)	0.5	$4.7M	-13%	23k	206.95	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$4.5M	-2%	18k	257.94	View chart
Amgen (AMGN)	0.4	$4.4M		13k	327.32	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.4	$4.0M		80k	50.01	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.4	$4.0M		20k	199.68	View chart
Tesla Motors (TSLA)	0.4	$3.8M		8.5k	449.71	View chart
Ishares Tr Tips Bd Etf (TIP)	0.4	$3.8M		35k	109.91	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.4	$3.8M		84k	44.94	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.4	$3.7M		39k	96.16	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$3.7M		73k	50.29	View chart
Procter & Gamble Company (PG)	0.4	$3.7M		26k	143.31	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$3.6M	-3%	55k	66.00	View chart
Visa Com Cl A (V)	0.4	$3.6M	-6%	10k	350.71	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$3.6M	-4%	12k	290.23	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$3.5M		7.0k	502.67	View chart
Chevron Corporation (CVX)	0.3	$3.5M		23k	152.41	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.3	$3.4M		68k	50.58	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.3	$3.4M		72k	47.02	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.3	$3.3M	+2%	75k	43.92	View chart
Pepsi (PEP)	0.3	$3.3M		23k	143.52	View chart
Prologis (PLD)	0.3	$3.3M		26k	127.66	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.3	$3.2M	+9%	3.0k	1069.76	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$3.2M	+4%	15k	209.11	View chart
Wal-Mart Stores (WMT)	0.3	$3.0M	-2%	27k	111.41	View chart
Philip Morris International (PM)	0.3	$3.0M	+11%	19k	160.40	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$2.9M	-2%	24k	120.18	View chart
Nextera Energy (NEE)	0.3	$2.8M		35k	80.28	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$2.8M	-5%	10k	279.14	View chart
Netflix (NFLX)	0.3	$2.8M	+817%	30k	93.76	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$2.7M	+161%	4.3k	627.16	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.3	$2.6M	-12%	70k	38.05	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	0.3	$2.6M		105k	24.89	View chart
Lam Research Corp Com New (LRCX)	0.3	$2.6M		15k	171.19	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.3	$2.6M		65k	39.59	View chart
Verizon Communications (VZ)	0.2	$2.5M	-19%	62k	40.73	View chart
Mastercard Incorporated Cl A (MA)	0.2	$2.5M		4.4k	570.94	View chart
Oracle Corporation (ORCL)	0.2	$2.5M	+9%	13k	194.91	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$2.4M	-2%	14k	177.37	View chart
PNC Financial Services (PNC)	0.2	$2.4M	-2%	11k	208.73	View chart
Pfizer (PFE)	0.2	$2.3M	+2%	94k	24.90	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.2	$2.3M	+6%	55k	41.78	View chart
Eaton Corp SHS (ETN)	0.2	$2.3M	-3%	7.2k	318.50	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$2.2M	+38%	47k	48.32	View chart
Duke Energy Corp Com New (DUK)	0.2	$2.2M		19k	117.21	View chart
Walt Disney Company (DIS)	0.2	$2.2M	+4%	19k	113.77	View chart
National Grid Sponsored Adr Ne (NGG)	0.2	$2.2M		29k	77.35	View chart
McDonald's Corporation (MCD)	0.2	$2.2M		7.1k	305.61	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.2	$2.1M		51k	41.88	View chart
Raytheon Technologies Corp (RTX)	0.2	$2.0M	-2%	11k	183.40	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.2	$2.0M		50k	40.72	View chart
Truist Financial Corp equities (TFC)	0.2	$2.0M	+14%	41k	49.21	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.2	$2.0M		47k	43.25	View chart
Totalenergies Se Act (TTE)	0.2	$2.0M	NEW	31k	65.42	View chart
T Rowe Price Etf International Eq (TOUS)	0.2	$2.0M	+306%	58k	34.50	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$2.0M	+51%	8.0k	246.17	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$2.0M	+38%	23k	87.16	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.2	$1.9M	+96%	51k	38.22	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$1.9M	+8%	5.1k	373.44	View chart
Us Bancorp Del Com New (USB)	0.2	$1.9M	-2%	36k	53.36	View chart
Cisco Systems (CSCO)	0.2	$1.9M	-6%	24k	77.03	View chart
Marsh & McLennan Companies	0.2	$1.9M		10k	185.51	View chart
Belpointe Prep Unit Rp Ltd Lb A (OZ)	0.2	$1.9M		29k	65.03	View chart
Enbridge (ENB)	0.2	$1.8M		39k	47.83	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$1.8M	NEW	42k	43.64	View chart
British Amern Tob Sponsored Adr (BTI)	0.2	$1.8M		33k	56.62	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$1.8M	NEW	24k	77.02	View chart
International Business Machines (IBM)	0.2	$1.8M	+5%	6.2k	296.21	View chart
Merck & Co (MRK)	0.2	$1.8M	+53%	17k	105.26	View chart
American Express Company (AXP)	0.2	$1.8M	-8%	4.9k	369.96	View chart
Lowe's Companies (LOW)	0.2	$1.8M		7.4k	241.16	View chart
Amphenol Corp Cl A (APH)	0.2	$1.8M	-5%	13k	135.14	View chart
Home Depot (HD)	0.2	$1.8M	-14%	5.1k	344.11	View chart
Astrazeneca Sponsored Adr	0.2	$1.7M		19k	91.93	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.2	$1.7M		85k	20.39	View chart
Charles Schwab Corporation (SCHW)	0.2	$1.7M	+5%	17k	99.91	View chart
Blackrock Etf Trust Ii Ishares High Yie (HIMU)	0.2	$1.7M	+10%	35k	48.68	View chart
Bank of America Corporation (BAC)	0.2	$1.7M	-6%	31k	55.00	View chart
Blackrock Etf Trust Ii Ishares Total Re (BRTR)	0.2	$1.7M	NEW	33k	50.77	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.2	$1.7M	+4%	39k	43.38	View chart
Abbott Laboratories (ABT)	0.2	$1.7M	-6%	13k	125.29	View chart
Blackrock Etf Trust Ishares Us Carbo (LCTU)	0.2	$1.7M	-2%	23k	74.09	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$1.7M	-8%	5.5k	302.09	View chart
Sanofi Sa Sponsored Adr (SNY)	0.2	$1.6M	+14%	34k	48.46	View chart
Xcel Energy (XEL)	0.2	$1.6M	-7%	22k	73.86	View chart
Palo Alto Networks (PANW)	0.2	$1.6M		8.7k	184.20	View chart
Travelers Companies (TRV)	0.2	$1.6M		5.5k	290.04	View chart
S&p Global (SPGI)	0.2	$1.6M	-4%	3.0k	522.55	View chart
Intuitive Surgical Com New (ISRG)	0.2	$1.6M	+19%	2.8k	566.45	View chart
Intuit (INTU)	0.2	$1.6M	+2%	2.3k	662.56	View chart
Goldman Sachs (GS)	0.2	$1.5M	-36%	1.8k	879.23	View chart
Wec Energy Group (WEC)	0.1	$1.5M		15k	105.46	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$1.5M	+31%	16k	96.28	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.5M		3.1k	483.74	View chart
Cummins (CMI)	0.1	$1.5M	+3%	2.9k	510.54	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$1.5M	+4%	7.8k	190.99	View chart
salesforce (CRM)	0.1	$1.5M	-11%	5.5k	264.93	View chart
Linde SHS (LIN)	0.1	$1.4M	-16%	3.4k	426.44	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.1	$1.4M	+4%	102k	14.18	View chart
Cme (CME)	0.1	$1.4M	+222%	5.3k	273.07	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$1.4M	-3%	25k	57.24	View chart
Unilever Spon Adr New (UL)	0.1	$1.4M	NEW	22k	65.40	View chart
Wells Fargo & Company (WFC)	0.1	$1.4M	-3%	15k	93.20	View chart
Ishares Tr Global Reit Etf (REET)	0.1	$1.4M		56k	24.95	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$1.4M	-10%	6.5k	210.35	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$1.3M	+20%	5.0k	268.31	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$1.3M		29k	46.43	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$1.3M	-6%	6.3k	211.79	View chart
Thermo Fisher Scientific (TMO)	0.1	$1.3M		2.2k	579.49	View chart
Vanguard World Financials Etf (VFH)	0.1	$1.3M		9.7k	133.49	View chart
Paychex (PAYX)	0.1	$1.3M	+193%	12k	112.18	View chart
Costco Wholesale Corporation (COST)	0.1	$1.3M	-56%	1.5k	862.30	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$1.3M	-7%	8.5k	148.99	View chart
Zoetis Cl A (ZTS)	0.1	$1.3M	+30%	10k	125.83	View chart
TJX Companies (TJX)	0.1	$1.3M		8.1k	153.61	View chart
Northrop Grumman Corporation (NOC)	0.1	$1.2M		2.2k	570.25	View chart
FirstEnergy (FE)	0.1	$1.2M		28k	44.77	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$1.2M	-4%	8.4k	146.58	View chart
Sony Group Corp Sponsored Adr (SONY)	0.1	$1.2M	-14%	47k	25.60	View chart
Realty Income (O)	0.1	$1.2M	-16%	21k	56.37	View chart
Uber Technologies (UBER)	0.1	$1.2M	-5%	15k	81.71	View chart
Ishares Tr 20+ Year Tr Bd (TLTW)	0.1	$1.2M		52k	22.67	View chart
Texas Instruments Incorporated (TXN)	0.1	$1.2M	+23%	6.8k	173.48	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$1.2M	+101%	7.8k	148.69	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.1	$1.2M		22k	52.53	View chart
Applovin Corp Com Cl A (APP)	0.1	$1.1M		1.7k	673.71	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$1.1M	-12%	21k	53.83	View chart
Palantir Technologies Cl A (PLTR)	0.1	$1.1M	-6%	6.3k	177.75	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.1	$1.1M	+377%	25k	45.69	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.1	$1.1M	NEW	24k	46.22	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.1	$1.1M		25k	43.72	View chart
Tc Energy Corp (TRP)	0.1	$1.1M		20k	55.01	View chart
GSK Sponsored Adr (GSK)	0.1	$1.1M	-18%	22k	49.04	View chart
Ge Aerospace Com New (GE)	0.1	$1.1M	-5%	3.5k	308.02	View chart
Altria (MO)	0.1	$1.1M	+26%	19k	57.66	View chart
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG)	0.1	$1.1M	+9%	67k	15.86	View chart
Honeywell International (HON)	0.1	$1.1M	+11%	5.5k	195.09	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.1	$1.1M		26k	41.42	View chart
Bristol Myers Squibb (BMY)	0.1	$1.1M	+10%	20k	53.94	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$1.0M	-41%	9.2k	113.92	View chart
PPL Corporation (PPL)	0.1	$1.0M	-7%	30k	35.02	View chart
UnitedHealth (UNH)	0.1	$1.0M		3.1k	330.09	View chart
Citigroup Com New (C)	0.1	$1.0M	-9%	8.8k	116.69	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$1.0M	+3%	9.2k	110.19	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$1.0M	+21%	2.2k	473.26	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$1.0M	+62%	1.7k	603.28	View chart
Caterpillar (CAT)	0.1	$994k	-9%	1.7k	572.89	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$993k	-4%	1.6k	614.43	View chart
American Electric Power Company (AEP)	0.1	$986k	-24%	8.5k	115.32	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$976k	+21%	42k	23.39	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$965k	+48%	7.0k	136.95	View chart
At&t (T)	0.1	$953k	-2%	38k	24.84	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$949k	-4%	7.4k	128.83	View chart
Analog Devices (ADI)	0.1	$941k	-2%	3.5k	271.21	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$938k	-8%	5.8k	160.97	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.1	$932k		24k	39.12	View chart
Williams Companies (WMB)	0.1	$914k	-40%	15k	60.11	View chart
Teledyne Technologies Incorporated (TDY)	0.1	$912k		1.8k	510.73	View chart
Sap Se Spon Adr (SAP)	0.1	$910k	-5%	3.7k	242.89	View chart
Equinix (EQIX)	0.1	$909k	+6%	1.2k	766.42	View chart
Starbucks Corporation (SBUX)	0.1	$897k	-29%	11k	84.21	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.1	$896k		25k	36.16	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$891k	+6%	33k	27.43	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$884k	+3%	13k	67.13	View chart
Synopsys (SNPS)	0.1	$880k		1.9k	469.68	View chart
Ishares Emng Mkts Eqt (EMGF)	0.1	$876k		15k	57.85	View chart
Hdfc Bank Sponsored Ads (HDB)	0.1	$873k	-4%	24k	36.54	View chart
Coca-Cola Company (KO)	0.1	$865k		12k	69.91	View chart
Gilead Sciences (GILD)	0.1	$865k	-15%	7.0k	122.74	View chart
Motorola Solutions Com New (MSI)	0.1	$844k	-3%	2.2k	383.26	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$839k		15k	57.58	View chart
Capital One Financial (COF)	0.1	$835k	+5%	3.4k	242.35	View chart
Bank Of Montreal Cadcom (BMO)	0.1	$834k	-25%	6.4k	129.79	View chart
Danaher Corporation (DHR)	0.1	$834k	+8%	3.6k	228.95	View chart
Trane Technologies SHS (TT)	0.1	$833k	-26%	2.1k	389.22	View chart
Prudential Adr (PUK)	0.1	$832k	-2%	27k	31.12	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.1	$830k		24k	35.13	View chart
Union Pacific Corporation (UNP)	0.1	$823k		3.6k	231.33	View chart
Advanced Micro Devices (AMD)	0.1	$822k	+5%	3.8k	214.13	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$809k	NEW	6.8k	119.32	View chart
Te Connectivity Ord Shs (TEL)	0.1	$808k	+19%	3.6k	227.50	View chart
American Tower Reit (AMT)	0.1	$807k	-6%	4.6k	175.56	View chart
CSX Corporation (CSX)	0.1	$799k	+4%	22k	36.25	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$799k		2.5k	314.74	View chart
W.W. Grainger (GWW)	0.1	$789k		781.00	1009.62	View chart
Servicenow (NOW)	0.1	$785k	+569%	5.1k	153.18	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$781k		4.1k	191.54	View chart
Automatic Data Processing (ADP)	0.1	$780k	-4%	3.0k	257.21	View chart
Huntington Bancshares Incorporated (HBAN)	0.1	$779k	-33%	45k	17.35	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.1	$776k	+7%	4.8k	161.62	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$773k	+169%	9.1k	85.37	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$755k		1.00	754800.00	View chart
Cameco Corporation (CCJ)	0.1	$754k	-3%	8.2k	91.49	View chart
Dover Corporation (DOV)	0.1	$750k		3.8k	195.22	View chart
Hershey Company (HSY)	0.1	$749k	+4%	4.1k	181.98	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$736k	-37%	15k	49.65	View chart
Southern Copper Corporation (SCCO)	0.1	$734k	-7%	5.1k	143.46	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$731k	+85%	32k	23.03	View chart
Shell Spon Ads (SHEL)	0.1	$725k	+5%	9.9k	73.48	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.1	$721k		41k	17.66	View chart
Watsco, Incorporated (WSO)	0.1	$715k	+5%	2.1k	337.01	View chart
Blackrock Ltd Duration Incom Com Shs (BLW)	0.1	$713k	-6%	52k	13.74	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$710k	+24%	1.6k	453.36	View chart
Quanta Services (PWR)	0.1	$708k	+2%	1.7k	422.15	View chart
Southern Company (SO)	0.1	$707k	+4%	8.1k	87.20	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$705k	NEW	11k	64.42	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$703k		4.6k	154.13	View chart
Airbnb Com Cl A (ABNB)	0.1	$702k	+7%	5.2k	135.73	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)	0.1	$700k	+7%	21k	33.67	View chart
Ge Vernova (GEV)	0.1	$700k	+13%	1.1k	653.87	View chart
BRT Realty Trust (BRT)	0.1	$698k		48k	14.70	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$689k	+48%	9.0k	76.23	View chart
Blackrock Muniassets Fund (MUA)	0.1	$681k		64k	10.71	View chart

Past Filings by Wealth Alliance

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

Wealth Alliance 2025 Q4 filed Feb. 13, 2026
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

View all past filings

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