Wealth Alliance Incresed Positions in Q4 2024

Wealth Alliance

  • $811 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ABT
Abbott Laboratories

Healthcare
716
+ 5.77%
$111.93 - $119.39 $80.1K - $85.5K
13.1K $1.48M
ENB
Enbridge Inc

Energy
34
+ 0.1%
$40.4 - $43.92 $1.37K - $1.49K
35.4K $1.5M
JBT
John Bean Technologies Corp

Industrials
21
+ 0.95%
$94.76 - $131.66 $1.99K - $2.76K
2.23K $283K
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
JNJ
Johnson & Johnson

Healthcare
2.13K
+ 14.46%
$143.34 - $165.86 $305K - $353K
16.8K $2.43M
ARGX
Argenx Se

Healthcare
5
+ 0.76%
$520.52 - $638.33 $2.6K - $3.19K
659 $405K
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
DMXF
Ishares Esg Advanced Msci Eafe

Technology
2.07K
+ 15.76%
$64.62 - $71.43 $134K - $148K
15.2K $982K
MAR
Marriott International Inc

Consumer Cyclical
3
+ 0.25%
$246.06 - $292.59 $738 - $878
1.21K $337K
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
BND
Vanguard Bd Index Fd Inc Total

ETFs
672
+ 15.51%
$71.75 - $75.11 $48.2K - $50.5K
5K $359K
GE
General Electric CO

Industrials
560
+ 20.45%
$159.95 - $194.23 $89.6K - $109K
3.3K $550K
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
CME
Cme Group Inc.

Financial Services
40
+ 2.89%
$221.17 - $246.02 $8.85K - $9.84K
1.43K $331K
BDX
Becton Dickinson & CO

Healthcare
193
+ 14.96%
$220.02 - $243.75 $42.5K - $47K
1.48K $336K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
126
+ 1.95%
$100.38 - $107.86 $12.6K - $13.6K
6.6K $680K
XLE
Energy Sector Spdr

ETFs
399
+ 8.09%
$83.32 - $97.27 $33.2K - $38.8K
5.33K $456K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
735
+ 13.07%
$46.33 - $48.6 $34.1K - $35.7K
6.36K $295K
GLD
Spdr Gold Trust

ETFs
100
+ 4.07%
$236.59 - $257.5 $23.7K - $25.8K
2.56K $619K
VBR
Vanguard Small Cap Value ETF

ETFs
187
+ 3.3%
$197.36 - $217.3 $36.9K - $40.6K
5.86K $1.16M
WRB
Berkley W R Corp

Financial Services
108
+ 1.31%
$56.48 - $64.94 $6.1K - $7.01K
8.36K $489K
AZPN
Aspen Technology, Inc.

Technology
24
+ 2.21%
$231.19 - $253.16 $5.55K - $6.08K
1.11K $277K
AMD
Advanced Micro Devices Inc

Technology
1.58K
+ 39.66%
$118.88 - $172.8 $188K - $273K
5.57K $672K
ZWS
Zurn Water Solutions Corp

Industrials
131
+ 1.6%
$35.79 - $40.92 $4.69K - $5.36K
8.3K $309K
SSNC
Ss&C Technologies Holdings Inc

Technology
106
+ 3.32%
$69.93 - $77.36 $7.41K - $8.2K
3.3K $250K
ASX
Ase Technology Holding Co., Ltd.

Technology
505
+ 2.11%
$9.49 - $10.74 $4.79K - $5.42K
24.4K $246K
SAIA
Saia Inc

Industrials
7
+ 1.47%
$411.44 - $569.08 $2.88K - $3.98K
482 $219K
MO
Altria Group, Inc.

Consumer Defensive
10
+ 0.11%
$49.06 - $57.74 $491 - $577
9.28K $485K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
334
+ 1.94%
$14.38 - $15.35 $4.8K - $5.13K
17.5K $262K
NAK
Northern Dynasty Minerals LTD

Basic Materials
1K
+ 3.01%
$0.31 - $0.58 $310 - $580
34.2K $19K
FISV
Fiserv Inc

Technology
66
+ 3.43%
N/A
1.99K $248K
NOC
Northrop Grumman Corp

Industrials
245
+ 13.42%
$466.52 - $543.88 $114K - $133K
2.07K $971K
NYF
Ishares New York Muni Bond ETF

ETFs
236
+ 4.0%
$52.85 - $54.34 $12.5K - $12.8K
6.14K $326K
XLI
Industrial Sector Spdr

ETFs
93
+ 5.7%
$131.76 - $143.99 $12.3K - $13.4K
1.73K $227K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.48K
+ 2.12%
$49.79 - $51.14 $73.9K - $75.9K
71.4K $3.58M
IBN
Icici Bank LTD

Financial Services
181
+ 2.19%
$28.69 - $31.9 $5.19K - $5.77K
8.43K $251K
RELX
Relx PLC

Communication Services
491
+ 4.94%
$44.45 - $48.63 $21.8K - $23.9K
10.4K $473K
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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