Wealth Alliance Incresed Positions in Q3 2025

Wealth Alliance

  • $902 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GD
General Dynamics Corp

Industrials
495
+ 35.84%
$293.92 - $341.0 $145K - $169K
1.88K $639K
BMO
Bank Of Montreal

Financial Services
420
+ 5.14%
$110.44 - $130.66 $46.4K - $54.9K
8.59K $1.12M
TTE
Total Energies Se

Energy
3.11K
+ 11.4%
N/A
30.4K $2.08M
BNDX
Vanguard Total International B

ETFs
4.32K
+ 14.83%
$49.0 - $49.51 $212K - $214K
33.5K $1.66M
DDOG
Datadog, Inc.

Technology
1.41K
+ 88.98%
$124.52 - $155.15 $175K - $218K
2.98K $424K
VICI
Vici Properties Inc.

Real Estate
6.42K
+ 45.31%
$31.43 - $33.93 $202K - $218K
20.6K $671K
AMGN
Amgen Inc

Healthcare
595
+ 4.64%
$271.18 - $309.22 $161K - $184K
13.4K $3.78M
COF
Capital One Financial Corp

Financial Services
947
+ 40.85%
$207.29 - $229.74 $196K - $218K
3.27K $694K
DUK
Duke Energy Corp

Utilities
773
+ 4.22%
$116.31 - $125.93 $89.9K - $97.3K
19.1K $2.36M
SE
Sea LTD

Consumer Cyclical
628
+ 14.56%
$146.23 - $196.5 $91.8K - $123K
4.94K $883K
TJX
Tjx Companies Inc

Consumer Cyclical
83
+ 1.01%
$121.35 - $144.54 $10.1K - $12K
8.29K $1.2M
C
Citigroup Inc

Financial Services
211
+ 2.22%
$85.57 - $103.49 $18.1K - $21.8K
9.72K $986K
LMT
Lockheed Martin Corp

Industrials
133
+ 4.45%
$410.74 - $499.21 $54.6K - $66.4K
3.12K $1.56M
ARGX
Argenx Se

Healthcare
22
+ 2.69%
$538.64 - $768.0 $11.9K - $16.9K
839 $618K
INTC
Intel Corp

Technology
1.22K
+ 11.43%
$19.31 - $35.5 $23.5K - $43.2K
11.9K $397K
EA
Electronic Arts Inc.

Communication Services
21
+ 0.58%
$147.79 - $202.05 $3.1K - $4.24K
3.67K $740K
WEC
Wec Energy Group, Inc.

Utilities
36
+ 0.25%
$103.66 - $114.59 $3.73K - $4.13K
14.6K $1.67M
AZN
Astrazeneca PLC

Healthcare
333
+ 1.78%
$68.72 - $82.11 $22.9K - $27.3K
19K $1.46M
PPL
Ppl Corp

Utilities
1.36K
+ 4.42%
$33.54 - $37.24 $45.5K - $50.6K
32.1K $1.19M
HBAN
Huntington Bancshares Inc

Financial Services
6.87K
+ 11.28%
$15.87 - $17.88 $109K - $123K
67.8K $1.17M
TRP
Tc Energy Corp

Energy
724
+ 3.74%
$46.58 - $54.41 $33.7K - $39.4K
20.1K $1.09M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
662
+ 8.17%
$71.86 - $87.45 $47.6K - $57.9K
8.76K $730K
UBER
Uber Technologies, Inc

Technology
750
+ 5.16%
$86.91 - $99.57 $65.2K - $74.7K
15.3K $1.5M
EMB
Ishares Tr

ETFs
1.18K
+ 10.96%
$91.52 - $95.59 $108K - $113K
11.9K $1.13M
PJUL
Innovator U.S. Equity Power Bu

ETFs
2K
+ 7.49%
$43.83 - $45.64 $87.5K - $91.1K
28.7K $1.31M
VTV
Vanguard Value ETF

ETFs
360
+ 5.07%
$175.51 - $186.57 $63.2K - $67.2K
7.46K $1.39M
ITOT
Ishares Core S&P Total U.S. St

ETFs
694
+ 21.73%
$135.0 - $146.02 $93.7K - $101K
3.89K $566K
AEP
American Electric Power CO Inc

Utilities
328
+ 2.99%
$103.26 - $115.0 $33.9K - $37.7K
11.3K $1.27M
SCHW
Schwab Charles Corp

Financial Services
680
+ 4.32%
$91.03 - $98.69 $61.9K - $67.1K
16.4K $1.57M
CSCO
Cisco Systems, Inc.

Technology
2.24K
+ 9.38%
$66.2 - $71.79 $149K - $161K
26.2K $1.79M
UL
Unilever PLC

Consumer Defensive
2.39K
+ 25.41%
$58.43 - $65.01 $140K - $155K
11.8K $699K
SNPS
Synopsys Inc

Technology
303
+ 18.9%
$387.78 - $645.35 $117K - $196K
1.91K $940K
GLD
Spdr Gold Trust

ETFs
158
+ 12.78%
$300.96 - $355.47 $47.6K - $56.2K
1.39K $495K
CDNS
Cadence Design Systems Inc

Technology
243
+ 37.38%
$309.46 - $373.37 $75.2K - $90.7K
893 $313K
BSX
Boston Scientific Corp

Healthcare
1.38K
+ 60.73%
$97.03 - $108.14 $134K - $150K
3.66K $357K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
4.15K
+ 13.77%
$22.89 - $23.7 $94.9K - $98.3K
34.3K $807K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
992
+ 22.89%
$102.4 - $103.88 $102K - $103K
5.33K $550K
DD
Du Pont De Nemours, Inc.

Basic Materials
229
+ 2.49%
$69.9 - $78.26 $16K - $17.9K
9.42K $733K
QQQ
Invesco Qqq Trust, Series 1

ETFs
35
+ 2.11%
$546.99 - $602.2 $19.1K - $21.1K
1.69K $1.02M
IDXX
Idexx Laboratories Inc

Healthcare
43
+ 6.11%
$514.61 - $682.78 $22.1K - $29.4K
747 $477K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
42
+ 2.63%
$567.77 - $614.76 $23.8K - $25.8K
1.64K $1M
FIVE
Five Below, Inc

Consumer Cyclical
231
+ 9.28%
$128.78 - $155.44 $29.7K - $35.9K
2.72K $420K
HPE
Hewlett Packard Enterprise CO

Technology
1.55K
+ 13.23%
$19.81 - $25.24 $30.7K - $39.1K
13.3K $326K
BOTZ
Global X Fds

ETFs
1.75K
+ 20.32%
$32.14 - $35.96 $56.3K - $63K
10.4K $367K
DOCS
Doximity, Inc.

Healthcare
378
+ 7.96%
$57.33 - $75.12 $21.7K - $28.4K
5.12K $374K
PANW
Palo Alto Networks Inc

Technology
438
+ 5.22%
$167.06 - $208.19 $73.2K - $91.2K
8.82K $1.8M
GM
General Motors CO

Consumer Cyclical
226
+ 4.08%
$48.89 - $61.24 $11K - $13.8K
5.76K $351K
AWI
Armstrong World Industries Inc

Industrials
2
+ 0.09%
$163.99 - $199.13 $328 - $398
2.34K $458K
FAST
Fastenal CO

Industrials
63
+ 0.59%
$42.47 - $50.39 $2.68K - $3.17K
10.7K $525K
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
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