Wealth Alliance Incresed Positions in Q3 2025

Wealth Alliance

  • $902 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MET
Metlife Inc

Financial Services
6
+ 0.19%
$73.82 - $82.37 $443 - $494
3.09K $254K
RIG
Transocean Ltd.

Energy
75
+ 0.6%
$2.55 - $3.64 $191 - $273
12.7K $39K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
61
+ 1.1%
$78.96 - $80.04 $4.82K - $4.88K
5.63K $449K
RACE
Ferrari N.V.

Consumer Cyclical
25
+ 2.04%
$436.24 - $517.65 $10.9K - $12.9K
1.25K $607K
BND
Vanguard Bd Index Fd Inc Total

ETFs
16
+ 0.4%
$72.57 - $74.72 $1.16K - $1.2K
3.97K $295K
CME
Cme Group Inc.

Financial Services
35
+ 2.2%
$258.83 - $287.1 $9.06K - $10K
1.63K $440K
JBT
John Bean Technologies Corp

Industrials
7
+ 0.31%
N/A
2.3K $289K
Ishares Bitcoin Trust ETF
2.96K
+ 14.26%
N/A
23.7K $0
Rb Global Inc
71
+ 1.81%
N/A
3.99K $0
Blackrock ETF Trust
9.27K
+ 3.47%
N/A
277K $0
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
41.3K
+ 388.29%
N/A
51.9K $0
Blackrock ETF Trust Ii
17.3K
+ 119.35%
N/A
31.8K $0
Blackrock ETF Trust Ii
24.1K
+ 29.78%
N/A
105K $0
Blackrock ETF Trust
119K
+ 98.11%
N/A
239K $0
Te Connectivity PLC
236
+ 8.6%
N/A
2.98K $0
Lam Research Corp
745
+ 5.15%
N/A
15.2K $0
Gsk PLC
1.03K
+ 3.89%
N/A
27.5K $0
T Rowe Price ETF Inc
7.66K
+ 116.97%
N/A
14.2K $0
Fidelity Wise Origin Bitcoin
466
+ 8.28%
N/A
6.1K $0
Ge Vernova Inc
60
+ 6.8%
N/A
942 $0
Ge Healthcare Technologies I
11
+ 0.4%
N/A
2.75K $0
T Rowe Price ETF Inc
447
+ 1.76%
N/A
25.8K $0
Linde PLC
54
+ 1.34%
N/A
4.08K $0
PSA
Public Storage

Real Estate
7
+ 0.98%
$271.94 - $298.09 $1.9K - $2.09K
718 $207K
FUL
Fuller H B CO

Basic Materials
54
+ 1.2%
$55.6 - $64.06 $3K - $3.46K
4.55K $269K
EFX
Equifax Inc

Industrials
6
+ 0.5%
$234.03 - $265.73 $1.4K - $1.59K
1.21K $309K
CHWY
Chewy, Inc.

Consumer Cyclical
61
+ 1.2%
$34.27 - $42.33 $2.09K - $2.58K
5.16K $208K
KMI
Kinder Morgan, Inc.

Energy
95
+ 0.81%
$26.23 - $28.5 $2.49K - $2.71K
11.8K $333K
PBH
Prestige Consumer Healthcare Inc.

Healthcare
747
+ 22.36%
$61.95 - $80.32 $46.3K - $60K
4.09K $255K
MKL
Markel Corp

Financial Services
1
+ 0.67%
$1898.34 - $2031.8 $1.9K - $2.03K
150 $286K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
711
+ 7.75%
$196.15 - $217.83 $139K - $155K
9.88K $1.99M
CHE
Chemed Corp

Healthcare
4
+ 0.63%
$412.3 - $483.92 $1.65K - $1.94K
635 $284K
KNSL
Kinsale Capital Group, Inc.

Financial Services
23
+ 3.79%
$415.15 - $489.89 $9.55K - $11.3K
630 $267K
ARES
Ares Management Corp

Financial Services
92
+ 2.1%
$159.89 - $192.76 $14.7K - $17.7K
4.48K $716K
DOV
Dover Corp

Industrials
93
+ 2.51%
$165.59 - $190.9 $15.4K - $17.8K
3.8K $633K
AXON
Axon Enterprise, Inc.

Industrials
18
+ 3.19%
$698.02 - $870.97 $12.6K - $15.7K
583 $418K
FTNT
Fortinet, Inc.

Technology
1
+ 0.04%
$74.39 - $107.65 $74.4 - $108
2.5K $210K
HON
Honeywell International Inc

Industrials
176
+ 3.71%
$207.7 - $240.4 $36.6K - $42.3K
4.92K $1.04M
CI
Cigna Corp

Healthcare
54
+ 2.65%
$262.23 - $334.39 $14.2K - $18.1K
2.09K $603K
INTU
Intuit Inc

Technology
175
+ 8.25%
$646.03 - $807.39 $113K - $141K
2.3K $1.57M
FIS
Fidelity National Information Services, Inc.

Technology
404
+ 4.1%
$63.37 - $82.35 $25.6K - $33.3K
10.3K $676K
SAP
Sap Se

Technology
19
+ 0.48%
$252.42 - $311.93 $4.8K - $5.93K
3.96K $1.06M
PM
Philip Morris International Inc.

Consumer Defensive
1.07K
+ 6.76%
$157.77 - $183.27 $169K - $196K
16.9K $2.74M
COST
Costco Wholesale Corp

Consumer Defensive
41
+ 1.22%
$915.95 - $994.57 $37.6K - $40.8K
3.41K $3.15M
HDB
Hdfc Bank LTD

Financial Services
7.15K
+ 39.94%
$34.14 - $78.94 $244K - $565K
25.1K $856K
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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