Wealth Alliance Incresed Positions 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
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
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
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
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
MBB
Ishares Tr

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

Consumer Defensive
2.34K
+ 9.5%
$79.1 - $95.7 $185K - $223K
26.9K $2.43M
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
ORCL
Oracle Corp

Technology
2.31K
+ 16.29%
$165.41 - $192.43 $382K - $444K
16.5K $2.75M
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
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
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
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
SONY
Sony Group Corp

Technology
51.7K
+ 417.87%
$17.53 - $96.8 $906K - $5M
64.1K $1.36M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
282
+ 42.41%
$563.99 - $620.12 $159K - $175K
947 $539K
TTD
Trade Desk, Inc.

Technology
49
+ 0.25%
$108.7 - $139.51 $5.33K - $6.84K
19.4K $2.28M
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
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
Track This Portfolio

Track Wealth Alliance Portfolio

Follow Wealth Alliance and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Alliance, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Alliance with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email