Wealth Alliance Purchases in Q4 2024

Wealth Alliance

  • $811 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DE
Deere & CO

Industrials
493
New
$389.45 - $466.0 $192K - $230K
493 $208K
IWY
Ishares Tr Russell 200 Growth

ETFs
879
New
$216.72 - $244.71 $190K - $215K
879 $206K
USXF
Ishares Esg Advanced Msci Usa

Technology
3.82K
+ 17.06%
$48.45 - $52.57 $185K - $201K
26.2K $1.3M
LDOS
Leidos Holdings, Inc.

Technology
1.61K
+ 105.52%
$143.17 - $201.39 $230K - $323K
3.13K $450K
VONG
Vanguard Russell 1000 Growth E

ETFs
1.94K
New
$95.27 - $107.82 $185K - $209K
1.94K $200K
ADI
Analog Devices Inc

Technology
1.06K
+ 71.07%
$206.35 - $236.48 $219K - $250K
2.55K $541K
MA
Mastercard Inc

Financial Services
94
+ 2.06%
$491.3 - $536.15 $46.2K - $50.4K
4.65K $2.45M
XSMO
Invesco S&P Smallcap Momentum

ETFs
2.78K
+ 67.88%
$65.08 - $73.72 $181K - $205K
6.88K $455K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
282
+ 42.41%
$563.99 - $620.12 $159K - $175K
947 $539K
SONY
Sony Group Corp

Technology
51.7K
+ 417.87%
$17.53 - $96.8 $906K - $5M
64.1K $1.36M
BCS
Barclays PLC

Financial Services
11.2K
New
$11.65 - $13.67 $131K - $154K
11.2K $149K
VB
Vanguard Small Cap ETF

ETFs
391
+ 2.29%
$233.76 - $261.58 $91.4K - $102K
17.5K $4.2M
LPLA
Lpl Financial Holdings Inc.

Financial Services
30
+ 2.06%
$229.85 - $335.91 $6.9K - $10.1K
1.48K $484K
PYPL
Pay Pal Holdings, Inc.

Financial Services
862
+ 10.23%
$77.25 - $91.3 $66.6K - $78.7K
9.29K $792K
VOT
Vanguard Mid Cap Growth Index

ETFs
64
+ 0.62%
$241.48 - $274.89 $15.5K - $17.6K
10.5K $2.66M
APH
Amphenol Corp

Technology
1.04K
+ 9.26%
$62.07 - $75.35 $64.4K - $78.1K
12.2K $849K
SNOW
Snowflake Inc.

Technology
200
+ 9.9%
$109.65 - $186.51 $21.9K - $37.3K
2.22K $342K
COST
Costco Wholesale Corp

Consumer Defensive
76
+ 6.23%
$873.59 - $994.69 $66.4K - $75.6K
1.3K $1.19M
XOM
Exxon Mobil Corp

Energy
2.91K
+ 12.84%
$105.51 - $125.37 $307K - $365K
25.6K $2.75M
VBK
Vanguard Small Cap Growth ETF

ETFs
80
+ 1.6%
$264.18 - $304.19 $21.1K - $24.3K
5.08K $1.42M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
307
+ 1.81%
$124.61 - $133.96 $38.3K - $41.1K
17.3K $2.23M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
8K
+ 64.8%
$12.1 - $13.76 $96.8K - $110K
20.3K $246K
EMB
Ishares Tr

ETFs
1.06K
+ 19.43%
$88.94 - $93.46 $94.1K - $98.9K
6.5K $579K
ABT
Abbott Laboratories

Healthcare
716
+ 5.77%
$111.93 - $119.39 $80.1K - $85.5K
13.1K $1.48M
JBT
John Bean Technologies Corp

Industrials
21
+ 0.95%
$94.76 - $131.66 $1.99K - $2.76K
2.23K $283K
ENB
Enbridge Inc

Energy
34
+ 0.1%
$40.4 - $43.92 $1.37K - $1.49K
35.4K $1.5M
ADP
Automatic Data Processing Inc

Industrials
54
+ 1.85%
$280.08 - $307.97 $15.1K - $16.6K
2.97K $870K
PAYX
Paychex Inc

Industrials
115
+ 1.53%
$135.86 - $148.73 $15.6K - $17.1K
7.62K $1.07M
KMI
Kinder Morgan, Inc.

Energy
147
+ 1.4%
$22.59 - $28.54 $3.32K - $4.2K
10.7K $292K
BNDX
Vanguard Total International B

ETFs
1.99K
+ 6.45%
$48.91 - $50.61 $97.4K - $101K
32.9K $1.61M
ABNB
Airbnb, Inc.

Consumer Cyclical
370
+ 17.4%
$125.36 - $147.37 $46.4K - $54.5K
2.5K $327K
ARGX
Argenx Se

Healthcare
5
+ 0.76%
$520.52 - $638.33 $2.6K - $3.19K
659 $405K
JNJ
Johnson & Johnson

Healthcare
2.13K
+ 14.46%
$143.34 - $165.86 $305K - $353K
16.8K $2.43M
TRV
Travelers Companies, Inc.

Financial Services
60
+ 1.19%
$225.97 - $266.66 $13.6K - $16K
5.12K $1.23M
COF
Capital One Financial Corp

Financial Services
32
+ 2.18%
$145.19 - $192.01 $4.65K - $6.14K
1.5K $267K
CMI
Cummins Inc

Industrials
11
+ 0.7%
$324.93 - $383.42 $3.57K - $4.22K
1.57K $548K
VO
Vanguard Mid Cap ETF

ETFs
137
+ 1.1%
$261.5 - $284.63 $35.8K - $39K
12.6K $3.32M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.92K
+ 17.05%
$22.39 - $23.45 $43K - $45K
13.2K $302K
CAT
Caterpillar Inc

Industrials
215
+ 15.17%
$360.37 - $416.88 $77.5K - $89.6K
1.63K $592K
VCR
Vanguard Consumer Discretionar

ETFs
1
+ 0.09%
$328.51 - $401.37 $329 - $401
1.06K $399K
MAR
Marriott International Inc

Consumer Cyclical
3
+ 0.25%
$246.06 - $292.59 $738 - $878
1.21K $337K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
2.07K
+ 15.76%
$64.62 - $71.43 $134K - $148K
15.2K $982K
EMR
Emerson Electric CO

Industrials
59
+ 2.91%
$108.13 - $134.33 $6.38K - $7.93K
2.09K $258K
TMUS
T Mobile Us, Inc.

Communication Services
52
+ 3.22%
$206.1 - $246.94 $10.7K - $12.8K
1.67K $367K
GE
General Electric CO

Industrials
560
+ 20.45%
$159.95 - $194.23 $89.6K - $109K
3.3K $550K
BND
Vanguard Bd Index Fd Inc Total

ETFs
672
+ 15.51%
$71.75 - $75.11 $48.2K - $50.5K
5K $359K
PODD
Insulet Corp

Healthcare
18
+ 1.92%
$227.79 - $275.7 $4.1K - $4.96K
955 $249K
CSGP
Costar Group, Inc.

Real Estate
633
+ 14.87%
$69.7 - $81.97 $44.1K - $51.9K
4.89K $350K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
460
+ 0.83%
$61.68 - $67.87 $28.4K - $31.2K
56.1K $3.49M
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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