Wealth Alliance Advisory Group as of March 31, 2022
Portfolio Holdings for Wealth Alliance Advisory Group
Wealth Alliance Advisory Group holds 155 positions in its portfolio as reported in the March 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Ishares Tr Core S&p500 Etf (IVV) | 10.4 | $24M | 53k | 453.69 | |
Vanguard Index Fds Value Etf (VTV) | 8.3 | $19M | 130k | 147.78 | |
Dbx Etf Tr Xtrackers Russel (DEUS) | 6.2 | $14M | 316k | 45.58 | |
Vanguard Index Fds Growth Etf (VUG) | 6.0 | $14M | 48k | 287.61 | |
Ishares Tr Core S&p Ttl Stk (ITOT) | 6.0 | $14M | 136k | 100.94 | |
Apple (AAPL) | 3.3 | $7.7M | 44k | 174.62 | |
Ishares Core Msci Emkt (IEMG) | 3.3 | $7.5M | 135k | 55.55 | |
Exxon Mobil Corporation (XOM) | 2.9 | $6.6M | 80k | 82.59 | |
Proshares Tr Sht 7-10 Yr Tr (TBX) | 2.7 | $6.2M | 239k | 25.85 | |
Ishares Tr Core S&p Scp Etf (IJR) | 2.7 | $6.1M | 57k | 107.87 | |
Microsoft Corporation (MSFT) | 2.2 | $5.0M | 16k | 308.31 | |
Bank of America Corporation (BAC) | 1.7 | $3.9M | 93k | 41.22 | |
ConocoPhillips (COP) | 1.4 | $3.3M | 33k | 99.98 | |
Ishares Tr Short Treas Bd (SHV) | 1.4 | $3.2M | 29k | 110.25 | |
Chevron Corporation (CVX) | 1.2 | $2.9M | 18k | 162.81 | |
Johnson & Johnson (JNJ) | 1.2 | $2.8M | 16k | 177.23 | |
McDonald's Corporation (MCD) | 1.2 | $2.7M | 11k | 247.29 | |
Amazon (AMZN) | 1.1 | $2.6M | 803.00 | 3259.03 | |
Williams Companies (WMB) | 1.1 | $2.5M | 76k | 33.41 | |
Pepsi (PEP) | 1.1 | $2.5M | 15k | 167.37 | |
NVIDIA Corporation (NVDA) | 1.0 | $2.3M | 8.3k | 272.84 | |
SEI Investments Company (SEIC) | 1.0 | $2.3M | 38k | 60.21 | |
Equity Bancshares Com Cl A (EQBK) | 0.9 | $2.1M | 66k | 32.32 | |
Procter & Gamble Company (PG) | 0.9 | $2.1M | 14k | 152.81 | |
Wal-Mart Stores (WMT) | 0.8 | $1.9M | 13k | 148.95 | |
Ubs Group SHS (UBS) | 0.8 | $1.9M | 97k | 19.54 | |
Raytheon Technologies Corp (RTX) | 0.8 | $1.8M | 18k | 99.07 | |
Verizon Communications (VZ) | 0.7 | $1.7M | 34k | 50.93 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $1.7M | 4.8k | 352.97 | |
Alphabet Cap Stk Cl C (GOOG) | 0.7 | $1.7M | 594.00 | 2792.93 | |
Visa Com Cl A (V) | 0.6 | $1.4M | 6.3k | 221.76 | |
Pfizer (PFE) | 0.6 | $1.3M | 25k | 51.79 | |
Phillips 66 (PSX) | 0.5 | $1.3M | 15k | 86.41 | |
JPMorgan Chase & Co. (JPM) | 0.5 | $1.2M | 8.8k | 136.27 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $1.2M | 2.6k | 451.59 | |
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) | 0.5 | $1.1M | 62k | 18.59 | |
Amgen (AMGN) | 0.5 | $1.1M | 4.6k | 241.89 | |
Cisco Systems (CSCO) | 0.5 | $1.1M | 20k | 55.76 | |
Abbvie (ABBV) | 0.5 | $1.1M | 6.6k | 162.15 | |
Stryker Corporation (SYK) | 0.5 | $1.1M | 4.0k | 267.31 | |
Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $1.1M | 2.00 | 529000.00 | |
Capitol Federal Financial (CFFN) | 0.5 | $1.0M | 96k | 10.88 | |
UnitedHealth (UNH) | 0.4 | $1.0M | 2.0k | 510.14 | |
Boeing Company (BA) | 0.4 | $866k | 4.5k | 191.47 | |
Honeywell International (HON) | 0.4 | $863k | 4.4k | 194.68 | |
Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.4 | $846k | 79k | 10.77 | |
Union Pacific Corporation (UNP) | 0.4 | $833k | 3.0k | 273.20 | |
Connectone Banc (CNOB) | 0.4 | $816k | 26k | 32.00 | |
Home Depot (HD) | 0.3 | $804k | 2.7k | 299.33 | |
BP Sponsored Adr (BP) | 0.3 | $802k | 27k | 29.40 | |
Oracle Corporation (ORCL) | 0.3 | $797k | 9.6k | 82.75 | |
Select Sector Spdr Tr Energy (XLE) | 0.3 | $790k | 10k | 76.42 | |
Mastercard Incorporated Cl A (MA) | 0.3 | $787k | 2.2k | 357.40 | |
Truist Financial Corp equities (TFC) | 0.3 | $784k | 14k | 56.70 | |
At&t (T) | 0.3 | $784k | 33k | 23.64 | |
Altria (MO) | 0.3 | $723k | 14k | 52.26 | |
Fortinet (FTNT) | 0.3 | $701k | 2.1k | 341.95 | |
Devon Energy Corporation (DVN) | 0.3 | $681k | 12k | 59.12 | |
Enbridge (ENB) | 0.3 | $671k | 15k | 46.11 | |
Intel Corporation (INTC) | 0.3 | $646k | 13k | 49.57 | |
Ford Motor Company (F) | 0.3 | $641k | 38k | 16.91 | |
American Tower Reit (AMT) | 0.3 | $639k | 2.5k | 251.08 | |
Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.3 | $633k | 41k | 15.63 | |
Thermo Fisher Scientific (TMO) | 0.3 | $627k | 1.1k | 590.40 | |
Merck & Co (MRK) | 0.3 | $610k | 7.4k | 82.10 | |
Nutrien (NTR) | 0.3 | $609k | 5.9k | 104.00 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $598k | 215.00 | 2781.40 | |
Mondelez Intl Cl A (MDLZ) | 0.2 | $565k | 9.0k | 62.78 | |
Bristol Myers Squibb (BMY) | 0.2 | $548k | 7.5k | 73.00 | |
Target Corporation (TGT) | 0.2 | $546k | 2.6k | 212.37 | |
Oneok (OKE) | 0.2 | $533k | 7.5k | 70.62 | |
Deere & Company (DE) | 0.2 | $530k | 1.3k | 415.36 | |
EOG Resources (EOG) | 0.2 | $527k | 4.4k | 119.18 | |
Linde SHS | 0.2 | $519k | 1.6k | 319.58 | |
Southern Company (SO) | 0.2 | $511k | 7.0k | 72.56 | |
Walgreen Boots Alliance (WBA) | 0.2 | $499k | 11k | 44.77 | |
Blackstone Group Inc Com Cl A (BX) | 0.2 | $489k | 3.9k | 127.01 | |
Meta Platforms Cl A (META) | 0.2 | $483k | 2.2k | 222.48 | |
Eli Lilly & Co. (LLY) | 0.2 | $480k | 1.7k | 286.57 | |
Goldman Sachs (GS) | 0.2 | $479k | 1.5k | 330.34 | |
United Parcel Service CL B (UPS) | 0.2 | $465k | 2.2k | 214.58 | |
Coca-Cola Company (KO) | 0.2 | $462k | 7.5k | 62.01 | |
Walt Disney Company (DIS) | 0.2 | $450k | 3.3k | 137.15 | |
Nextera Energy (NEE) | 0.2 | $432k | 5.1k | 84.72 | |
CSX Corporation (CSX) | 0.2 | $431k | 12k | 37.41 | |
Freeport-mcmoran CL B (FCX) | 0.2 | $425k | 8.6k | 49.71 | |
Etf Managers Tr Etho Climate Lea | 0.2 | $421k | 7.2k | 58.47 | |
Commerce Bancshares (CBSH) | 0.2 | $412k | 5.8k | 71.59 | |
Blackrock Mun Income Tr Sh Ben Int (BFK) | 0.2 | $411k | 34k | 12.17 | |
Ammo (POWW) | 0.2 | $391k | 82k | 4.80 | |
Nuveen Div. Advantage Muni. Fund (NAD) | 0.2 | $391k | 29k | 13.37 | |
Costco Wholesale Corporation (COST) | 0.2 | $377k | 655.00 | 575.57 | |
Paramount Global Class B Com (PARA) | 0.2 | $377k | 10k | 37.85 | |
Kroger (KR) | 0.2 | $375k | 6.5k | 57.30 | |
Comcast Corp Cl A (CMCSA) | 0.2 | $373k | 8.0k | 46.88 | |
Qualcomm (QCOM) | 0.2 | $371k | 2.4k | 152.99 | |
3M Company (MMM) | 0.2 | $370k | 2.5k | 148.89 | |
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.2 | $367k | 8.3k | 43.98 | |
Blackrock Muniyield Quality Fund (MQY) | 0.2 | $364k | 26k | 13.80 | |
Incyte Corporation (INCY) | 0.1 | $343k | 4.3k | 79.40 | |
Philip Morris International (PM) | 0.1 | $341k | 3.6k | 93.99 | |
Lockheed Martin Corporation (LMT) | 0.1 | $341k | 773.00 | 441.14 | |
Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $341k | 3.8k | 89.74 | |
Barrick Gold Corp (GOLD) | 0.1 | $338k | 14k | 24.57 | |
Eaton V.Tax-Advantaged Dividend Inc Fund (EVT) | 0.1 | $334k | 12k | 28.95 | |
Spdr Index Shs Fds Glb Nat Resrce (GNR) | 0.1 | $331k | 5.3k | 62.73 | |
Regions Financial Corporation (RF) | 0.1 | $326k | 15k | 22.27 | |
Consolidated Edison (ED) | 0.1 | $322k | 3.4k | 94.71 | |
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $318k | 4.2k | 75.93 | |
Nuveen Municipal Credit Com Sh Ben Int (NZF) | 0.1 | $312k | 21k | 14.63 | |
Neuberger Ber. Intermediate Muni. Fund (NBH) | 0.1 | $312k | 24k | 13.27 | |
Us Bancorp Del Com New (USB) | 0.1 | $309k | 5.8k | 53.09 | |
Braemar Hotels And Resorts (BHR) | 0.1 | $309k | 50k | 6.18 | |
Broadcom (AVGO) | 0.1 | $306k | 486.00 | 629.63 | |
General Mills (GIS) | 0.1 | $299k | 4.4k | 67.69 | |
Ares Capital Corporation (ARCC) | 0.1 | $291k | 14k | 20.94 | |
Tesla Motors (TSLA) | 0.1 | $279k | 259.00 | 1077.22 | |
Newmont Mining Corporation (NEM) | 0.1 | $261k | 3.3k | 79.31 | |
General Electric Com New (GE) | 0.1 | $260k | 2.8k | 91.61 | |
Select Sector Spdr Tr Financial (XLF) | 0.1 | $258k | 6.7k | 38.39 | |
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $257k | 742.00 | 346.36 | |
International Business Machines (IBM) | 0.1 | $256k | 2.0k | 129.82 | |
Medtronic SHS (MDT) | 0.1 | $254k | 2.3k | 110.92 | |
Novartis Sponsored Adr (NVS) | 0.1 | $252k | 2.9k | 87.74 | |
Nike CL B (NKE) | 0.1 | $251k | 1.9k | 134.51 | |
Abbott Laboratories (ABT) | 0.1 | $248k | 2.1k | 118.21 | |
Invesco Van Kampen Municipal Trust (VKQ) | 0.1 | $247k | 22k | 11.49 | |
Evergy (EVRG) | 0.1 | $245k | 3.6k | 68.40 | |
Gilead Sciences (GILD) | 0.1 | $241k | 4.1k | 59.39 | |
Kraft Heinz (KHC) | 0.1 | $239k | 6.1k | 39.33 | |
Magellan Midstream Prtnrs Com Unit Rp Lp | 0.1 | $237k | 4.8k | 49.12 | |
Range Resources (RRC) | 0.1 | $234k | 7.7k | 30.39 | |
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.1 | $229k | 4.1k | 55.45 | |
Lululemon Athletica (LULU) | 0.1 | $226k | 620.00 | 364.52 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $226k | 2.9k | 78.75 | |
Cardinal Health (CAH) | 0.1 | $222k | 3.9k | 56.70 | |
Spirit Aerosystems Hldgs Com Cl A (SPR) | 0.1 | $221k | 4.5k | 48.83 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $219k | 1.8k | 122.90 | |
Dow (DOW) | 0.1 | $215k | 3.4k | 63.61 | |
Wells Fargo & Company (WFC) | 0.1 | $215k | 4.4k | 48.50 | |
Public Service Enterprise (PEG) | 0.1 | $210k | 3.0k | 70.12 | |
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.1 | $208k | 3.9k | 53.07 | |
Oge Energy Corp (OGE) | 0.1 | $207k | 5.1k | 40.70 | |
PIMCO Corporate Opportunity Fund (PTY) | 0.1 | $205k | 13k | 15.36 | |
Seabridge Gold (SA) | 0.1 | $185k | 10k | 18.50 | |
Pimco Municipal Income Fund III (PMX) | 0.1 | $184k | 18k | 10.40 | |
Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $182k | 16k | 11.22 | |
Eaton Vance Municipal Bond Fund (EIM) | 0.1 | $175k | 15k | 11.49 | |
Sprott Physical Gold Tr Unit (PHYS) | 0.1 | $155k | 10k | 15.36 | |
Invesco Van Kampen Trust For Inv Grd Mun (VGM) | 0.1 | $150k | 13k | 11.60 | |
Macquarie/First Trust Global Infrstrctre | 0.1 | $132k | 13k | 10.15 | |
Annaly Capital Management | 0.0 | $105k | 15k | 7.03 | |
Pimco Income Strategy Fund II (PFN) | 0.0 | $104k | 12k | 8.67 | |
Yamana Gold | 0.0 | $88k | 16k | 5.61 | |
Vbi Vaccines Inc Cda Com New | 0.0 | $20k | 12k | 1.67 |