Wealth Alliance Incresed Positions in Q3 2025

Wealth Alliance

  • $902 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CSX
Csx Corp

Industrials
314
+ 1.51%
$32.05 - $36.52 $10.1K - $11.5K
21.1K $748K
HLI
Houlihan Lokey, Inc.

Financial Services
40
+ 1.62%
$181.55 - $209.19 $7.26K - $8.37K
2.51K $515K
SNOW
Snowflake Inc.

Technology
283
+ 7.29%
$191.73 - $241.0 $54.3K - $68.2K
4.17K $939K
PWR
Quanta Services, Inc.

Industrials
23
+ 1.43%
$372.29 - $421.68 $8.56K - $9.7K
1.64K $677K
WK
Workiva Inc

Technology
146
+ 4.68%
$63.83 - $86.08 $9.32K - $12.6K
3.27K $281K
BK
Bank Of New York Mellon Corp

Financial Services
88
+ 2.7%
$90.65 - $109.75 $7.98K - $9.66K
3.35K $365K
BA
Boeing CO

Industrials
272
+ 22.72%
$209.79 - $237.38 $57.1K - $64.6K
1.47K $317K
KJUL
Innovator U.S. Small Cap Power

Technology
1.2K
+ 7.97%
$29.2 - $31.07 $35K - $37.3K
16.2K $502K
CRWD
Crowd Strike Holdings, Inc.

Technology
140
+ 29.79%
$412.46 - $514.1 $57.7K - $72K
610 $299K
THO
Thor Industries Inc

Consumer Cyclical
31
+ 0.82%
$88.76 - $112.33 $2.75K - $3.48K
3.81K $395K
WELL
Welltower Inc.

Real Estate
39
+ 1.96%
$150.71 - $178.14 $5.88K - $6.95K
2.03K $362K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
8
+ 1.34%
$473.44 - $553.71 $3.79K - $4.43K
605 $330K
XYL
Xylem Inc.

Industrials
129
+ 7.24%
$129.67 - $147.5 $16.7K - $19K
1.91K $281K
BP
Bp PLC

Energy
559
+ 8.12%
$30.25 - $35.69 $16.9K - $20K
7.44K $256K
D
Dominion Energy, Inc

Utilities
447
+ 9.85%
$56.32 - $62.1 $25.2K - $27.8K
4.99K $304K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
501
+ 11.97%
$49.43 - $54.52 $24.8K - $27.3K
4.69K $253K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
37
+ 0.37%
$39.06 - $43.42 $1.45K - $1.61K
10K $435K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
51
+ 12.47%
$534.91 - $598.71 $27.3K - $30.5K
460 $258K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
302
+ 7.53%
$87.05 - $93.19 $26.3K - $28.1K
4.31K $400K
ITUB
Itau Unibanco Holding S.A.

Financial Services
78
+ 0.11%
$6.18 - $7.41 $482 - $578
68K $498K
RSP
Invesco S&P 500 Equal Weight E

ETFs
9
+ 0.22%
$181.56 - $190.33 $1.63K - $1.71K
4.1K $777K
PRVA
Privia Health Group, Inc.

Healthcare
508
+ 4.43%
$18.86 - $24.9 $9.58K - $12.6K
12K $298K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
5
+ 0.11%
$132.9 - $142.03 $665 - $710
4.4K $620K
VTR
Ventas, Inc.

Real Estate
96
+ 2.43%
$62.76 - $69.99 $6.02K - $6.72K
4.05K $283K
NVS
Novartis Ag

Healthcare
56
+ 1.57%
$113.5 - $129.73 $6.36K - $7.26K
3.62K $464K
EQIX
Equinix Inc

Real Estate
59
+ 5.58%
$756.7 - $811.13 $44.6K - $47.9K
1.12K $874K
CSWI
Csw Industrials, Inc.

Industrials
93
+ 9.88%
$289.31 - $293.0 $26.9K - $27.2K
1.03K $302K
NGG
National Grid PLC

Utilities
1.09K
+ 3.99%
$67.98 - $74.38 $74K - $80.9K
28.4K $2.06M
HIG
Hartford Financial Services Group, Inc.

Financial Services
120
+ 5.46%
$119.73 - $134.7 $14.4K - $16.2K
2.32K $309K
RY
Royal Bank Of Canada

Financial Services
6
+ 0.34%
$128.46 - $148.6 $771 - $892
1.76K $259K
ROL
Rollins Inc

Consumer Cyclical
42
+ 0.39%
$55.05 - $58.74 $2.31K - $2.47K
10.7K $630K
DASH
Door Dash, Inc.

Communication Services
2
+ 0.19%
$234.5 - $272.5 $469 - $545
1.05K $284K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
57
+ 0.14%
$17.13 - $17.98 $976 - $1.02K
40.7K $723K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
1.11K
+ 5.75%
$15.5 - $16.01 $17.1K - $17.7K
20.3K $323K
ITW
Illinois Tool Works Inc

Industrials
4
+ 0.21%
$252.31 - $269.41 $1.01K - $1.08K
1.88K $489K
COP
Conocophillips

Energy
51
+ 1.2%
$91.0 - $98.99 $4.64K - $5.05K
4.29K $405K
XLE
Energy Sector Spdr

ETFs
71
+ 1.94%
$84.25 - $91.99 $5.98K - $6.53K
3.73K $332K
XLV
Select Sector Spdr Fund Health

ETFs
87
+ 4.13%
$129.01 - $139.72 $11.2K - $12.2K
2.2K $305K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1
+ 0.03%
$94.17 - $99.95 $94.2 - $100
3.79K $379K
LQD
Ishares Iboxx $ Investment Gra

ETFs
39
+ 0.44%
$107.66 - $112.36 $4.2K - $4.38K
8.96K $999K
FFIN
First Financial Bankshares Inc

Financial Services
986
+ 16.24%
$33.62 - $37.98 $33.1K - $37.4K
7.06K $237K
AON
Aon PLC

Financial Services
51
+ 7.36%
$350.91 - $375.27 $17.9K - $19.1K
744 $265K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
75
+ 1.02%
$47.56 - $49.7 $3.57K - $3.73K
7.45K $368K
STLD
Steel Dynamics Inc

Basic Materials
147
+ 4.81%
N/A
3.2K $314K
NYF
Ishares New York Muni Bond ETF

ETFs
130
+ 2.09%
$51.6 - $53.44 $6.71K - $6.95K
6.35K $338K
XLI
Industrial Sector Spdr

ETFs
10
+ 0.6%
$147.94 - $154.99 $1.48K - $1.55K
1.67K $256K
MAR
Marriott International Inc

Consumer Cyclical
103
+ 8.6%
$255.35 - $282.87 $26.3K - $29.1K
1.3K $338K
SBUX
Starbucks Corp

Consumer Cyclical
1.26K
+ 9.14%
$81.9 - $96.86 $103K - $122K
15.1K $1.27M
JEPI
J P Morgan Exchange Traded Fd

ETFs
41
+ 0.16%
$55.61 - $57.37 $2.28K - $2.35K
25.8K $1.47M
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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