Wealth Alliance Purchases in Q4 2024

Wealth Alliance

  • $811 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
1.7K
+ 0.47%
$221.69 - $259.02 $376K - $439K
362K $90.6M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
21.9K
New
$201.32 - $217.44 $4.4M - $4.76M
21.9K $4.53M
IWD
Ishares Russell 1000 Val ETF

ETFs
24K
New
$183.23 - $199.79 $4.4M - $4.8M
24K $4.44M
EFA
Ishares Tr Msci Eafe ETF

ETFs
47.5K
New
$75.1 - $82.99 $3.57M - $3.94M
47.5K $3.59M
DVY
Ishares Tr

ETFs
24K
New
$129.55 - $143.41 $3.1M - $3.44M
24K $3.15M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
47.8K
+ 19.75%
$46.48 - $51.32 $2.22M - $2.45M
290K $13.9M
IWM
Ishares Russell 2000 ETF

ETFs
9.98K
+ 786.05%
$216.13 - $242.4 $2.16M - $2.42M
11.2K $2.48M
EFG
Msci Eafe Growth ETF

ETFs
33.7K
+ 32.84%
$96.83 - $106.88 $3.26M - $3.6M
136K $13.2M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
76.6K
+ 123.39%
$26.65 - $29.34 $2.04M - $2.25M
139K $3.76M
EEM
Ishares Msci Emerging Markets

ETFs
39.8K
New
$41.82 - $47.36 $1.66M - $1.89M
39.8K $1.66M
TSLA
Tesla, Inc.

Consumer Cyclical
641
+ 7.79%
$213.65 - $479.86 $137K - $308K
8.87K $3.58M
IWF
Ishares Russell 1000 Gr ETF

ETFs
3.31K
+ 530.82%
$370.24 - $418.94 $1.22M - $1.39M
3.93K $1.58M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
21.4K
+ 57.83%
$50.62 - $50.97 $1.09M - $1.09M
58.5K $2.97M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
3.19K
New
$278.19 - $315.36 $887K - $1.01M
3.19K $917K
GOOGL
Alphabet Inc.

Communication Services
58
+ 0.15%
$161.86 - $196.66 $9.39K - $11.4K
37.8K $7.15M
IAU
Ishares Gold Trust

ETFs
17.8K
+ 18.91%
$48.37 - $52.65 $863K - $939K
112K $5.55M
BMO
Bank Of Montreal

Financial Services
8K
New
$89.75 - $103.39 $718K - $828K
8K $776K
BRT
Brt Apartments Corp.

Real Estate
38.5K
+ 141.73%
$16.15 - $20.06 $621K - $772K
65.6K $1.18M
IYR
Ishares Tr

ETFs
7.46K
New
$90.74 - $102.87 $677K - $767K
7.46K $694K
SPY
Spdr S&P 500 ETF Trust

ETFs
762
+ 5.07%
$567.81 - $607.81 $433K - $463K
15.8K $9.26M
POCT
Innovator U.S. Equity Power Bu

ETFs
13.4K
+ 22.49%
$38.63 - $40.03 $517K - $536K
72.9K $2.88M
JPM
Jpmorgan Chase & CO

Financial Services
411
+ 2.57%
$205.18 - $250.29 $84.3K - $103K
16.4K $3.93M
GOOG
Alphabet Inc.

Communication Services
661
+ 3.56%
$163.08 - $198.16 $108K - $131K
19.3K $3.67M
CRM
Salesforce, Inc.

Technology
198
+ 2.6%
$270.87 - $367.87 $53.6K - $72.8K
7.81K $2.61M
VTV
Vanguard Value ETF

ETFs
3.19K
+ 45.69%
$168.32 - $181.87 $536K - $579K
10.2K $1.72M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
370
+ 2.08%
$172.07 - $207.36 $63.7K - $76.7K
18.2K $3.58M
PEY
Invesco Exchange Traded Fd Tr

ETFs
25.2K
+ 41.65%
$21.1 - $23.08 $531K - $581K
85.6K $1.82M
IWP
Ishares Russell Mid Cap Growth

ETFs
3.66K
+ 137.31%
$116.4 - $138.52 $426K - $507K
6.33K $802K
IWR
Ishares Russell Mid Cap ETF

ETFs
5.14K
New
$87.25 - $95.52 $448K - $491K
5.14K $454K
WMT
Walmart Inc.

Consumer Defensive
2.34K
+ 9.5%
$79.1 - $95.7 $185K - $223K
26.9K $2.43M
MBB
Ishares Tr

ETFs
7.45K
+ 13.04%
$91.26 - $95.82 $680K - $714K
64.6K $5.92M
BX
Blackstone Inc.

Financial Services
2.04K
+ 64.67%
$148.45 - $199.05 $302K - $405K
5.19K $894K
BAC
Bank Of America Corp

Financial Services
6.56K
+ 34.43%
$39.22 - $47.77 $257K - $313K
25.6K $1.13M
IWS
Ishares Russell Midcap Value E

ETFs
2.8K
New
$128.08 - $140.32 $359K - $393K
2.8K $362K
SPOT
Spotify Technology S.A.

Communication Services
792
New
$362.95 - $502.38 $287K - $398K
792 $354K
ORCL
Oracle Corp

Technology
2.31K
+ 16.29%
$165.41 - $192.43 $382K - $444K
16.5K $2.75M
VEU
Vanguard Ftse All World Ex Us

ETFs
5.3K
New
$57.29 - $63.1 $303K - $334K
5.3K $303K
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.79K
+ 30.43%
$57.53 - $60.83 $333K - $352K
24.8K $1.43M
TTE
Total Energies Se

Energy
4.28K
+ 20.43%
N/A
25.3K $1.73M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.1K
+ 2.19%
$176.42 - $186.91 $370K - $392K
97.9K $17.4M
AJG
Arthur J. Gallagher & Co.

Financial Services
892
New
$278.49 - $315.16 $248K - $281K
892 $253K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
16.9K
+ 56.51%
$9.95 - $12.23 $168K - $207K
46.9K $550K
GS
Goldman Sachs Group Inc

Financial Services
265
+ 23.66%
$486.1 - $608.57 $129K - $161K
1.39K $793K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.61K
New
$91.29 - $91.8 $238K - $239K
2.61K $238K
FTNT
Fortinet, Inc.

Technology
2.5K
New
$76.49 - $99.21 $191K - $248K
2.5K $236K
BOH
Bank Of Hawaii Corp

Financial Services
3.12K
New
$61.29 - $80.51 $191K - $251K
3.12K $221K
DOCS
Doximity, Inc.

Healthcare
4.15K
New
$41.25 - $61.25 $171K - $254K
4.15K $221K
FIVE
Five Below, Inc

Consumer Cyclical
2.11K
New
$83.0 - $115.97 $175K - $244K
2.11K $221K
SQ
Block, Inc.

Technology
2.51K
New
$65.06 - $98.92 $163K - $248K
2.51K $213K
Activity Summary
Buys All Purchases 185 New Holdings 31 Increased Positions 154 Sells All Sells 285 Reductions 285 Sold out 0 Options Calls 0 Puts 0
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