Wealth Alliance Purchases in Q3 2025

Wealth Alliance

  • $902 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
4.36K
New
$50.79 - $76.4 $221K - $333K
4.36K $333K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
6.29K
+ 8.59%
$50.85 - $51.35 $320K - $323K
79.5K $4.07M
TRMB
Trimble Inc.

Technology
3.97K
New
$76.46 - $85.24 $303K - $338K
3.97K $324K
IWP
Ishares Russell Mid Cap Growth

ETFs
2.2K
+ 86.43%
$137.51 - $145.26 $302K - $319K
4.74K $674K
FE
Firstenergy Corp

Utilities
4.22K
+ 18.14%
$39.76 - $45.82 $168K - $193K
27.5K $1.26M
MBB
Ishares Tr

ETFs
2.66K
+ 4.89%
$92.46 - $95.73 $246K - $254K
57K $5.42M
KMB
Kimberly Clark Corp

Consumer Defensive
2.73K
+ 61.47%
$121.72 - $136.77 $332K - $373K
7.16K $890K
BTI
British American Tobacco P.L.C.

Consumer Defensive
2.78K
+ 9.52%
$46.69 - $59.27 $130K - $165K
32K $1.7M
HDV
Ishares Core High Dividend ETF

ETFs
2.55K
New
$118.16 - $123.66 $301K - $315K
2.55K $311K
VEU
Vanguard Ftse All World Ex Us

ETFs
4.17K
New
$66.38 - $71.68 $277K - $299K
4.17K $297K
LNC
Lincoln National Corp

Financial Services
6.94K
New
$33.37 - $43.29 $232K - $301K
6.94K $280K
GS
Goldman Sachs Group Inc

Financial Services
40
+ 1.46%
$696.56 - $806.32 $27.9K - $32.3K
2.78K $2.22M
HSBC
Hsbc Holdings PLC

Financial Services
3.84K
New
$60.27 - $70.98 $231K - $272K
3.84K $272K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.89K
New
$87.29 - $93.61 $253K - $271K
2.89K $270K
ENB
Enbridge Inc

Energy
1.53K
+ 4.1%
$43.79 - $50.46 $66.9K - $77.1K
38.8K $1.96M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
6.19K
New
$42.56 - $49.08 $263K - $304K
6.19K $265K
GE
General Electric CO

Industrials
398
+ 12.06%
$244.75 - $305.63 $97.4K - $122K
3.7K $1.11M
AVB
Avalonbay Communities Inc

Real Estate
1.47K
+ 64.5%
$182.72 - $204.51 $269K - $301K
3.75K $725K
NOC
Northrop Grumman Corp

Industrials
39
+ 1.81%
$498.9 - $609.32 $19.5K - $23.8K
2.2K $1.34M
GLDM
World Gold Trust

ETFs
3.36K
New
$64.73 - $76.45 $218K - $257K
3.36K $257K
MO
Altria Group, Inc.

Consumer Defensive
2.51K
+ 20.41%
$57.75 - $67.68 $145K - $170K
14.8K $976K
NICE
Nice Ltd.

Technology
1.78K
New
$127.85 - $171.98 $228K - $306K
1.78K $257K
NEE
Nextera Energy Inc

Utilities
564
+ 1.61%
$69.77 - $77.54 $39.4K - $43.7K
35.7K $2.69M
XOM
Exxon Mobil Corp

Energy
572
+ 1.53%
$105.83 - $117.22 $60.5K - $67K
38K $4.28M
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
5.56K
+ 5.62%
$25.84 - $27.2 $144K - $151K
105K $2.81M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
375
+ 56.39%
$567.09 - $607.37 $213K - $228K
1.04K $619K
GD
General Dynamics Corp

Industrials
495
+ 35.84%
$293.92 - $341.0 $145K - $169K
1.88K $639K
CBOE
Cboe Global Markets, Inc.

Financial Services
964
New
$231.35 - $253.24 $223K - $244K
964 $236K
WST
West Pharmaceutical Services Inc

Healthcare
898
New
$210.08 - $279.1 $189K - $251K
898 $235K
JMBS
Janus Detroit Str Tr Henderson

ETFs
5.14K
New
$44.34 - $45.94 $228K - $236K
5.14K $234K
MMCA
Indexiq Active ETF Tr Iq Macka

ETFs
10.7K
New
$21.14 - $21.81 $225K - $232K
10.7K $231K
REXR
Rexford Industrial Realty, Inc.

Real Estate
5.61K
New
$35.43 - $43.53 $199K - $244K
5.61K $230K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4.14K
New
$52.12 - $55.33 $216K - $229K
4.14K $229K
AEM
Agnico Eagle Mines LTD

Basic Materials
1.33K
New
$116.14 - $168.56 $154K - $224K
1.33K $223K
CASY
Caseys General Stores Inc

Consumer Cyclical
389
New
$494.52 - $565.32 $192K - $220K
389 $219K
APO
Apollo Global Management, Inc.

Financial Services
1.63K
New
$131.55 - $156.05 $215K - $255K
1.63K $217K
KEYS
Keysight Technologies, Inc.

Technology
1.24K
New
$158.51 - $178.15 $197K - $221K
1.24K $217K
BMO
Bank Of Montreal

Financial Services
420
+ 5.14%
$110.44 - $130.66 $46.4K - $54.9K
8.59K $1.12M
HOOD
Robinhood Markets, Inc.

Technology
1.5K
New
$91.27 - $143.18 $136K - $214K
1.5K $214K
TTE
Total Energies Se

Energy
3.11K
+ 11.4%
N/A
30.4K $2.08M
DDOG
Datadog, Inc.

Technology
1.41K
+ 88.98%
$124.52 - $155.15 $175K - $218K
2.98K $424K
BNDX
Vanguard Total International B

ETFs
4.32K
+ 14.83%
$49.0 - $49.51 $212K - $214K
33.5K $1.66M
VICI
Vici Properties Inc.

Real Estate
6.42K
+ 45.31%
$31.43 - $33.93 $202K - $218K
20.6K $671K
VST
Vistra Corp.

Utilities
1.07K
New
$182.0 - $217.92 $195K - $233K
1.07K $209K
VUG
Vanguard Growth ETF

ETFs
435
New
$433.97 - $484.08 $189K - $211K
435 $208K
MPWR
Monolithic Power Systems Inc

Technology
227
New
$711.24 - $922.81 $161K - $209K
227 $208K
AMGN
Amgen Inc

Healthcare
595
+ 4.64%
$271.18 - $309.22 $161K - $184K
13.4K $3.78M
SAIA
Saia Inc

Industrials
687
New
$281.49 - $333.61 $193K - $229K
687 $205K
STE
Steris PLC

Healthcare
815
New
$221.21 - $252.43 $180K - $206K
815 $201K
Activity Summary
Buys All Purchases 257 New Holdings 61 Increased Positions 196 Sells All Sells 260 Reductions 260 Sold out 0 Options Calls 0 Puts 0
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