Wealth Alliance New Holdings in Q3 2024

Wealth Alliance

  • $818 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
5.73K
New
$111.59 - $129.08 $640K - $740K
5.73K $680K
EA
Electronic Arts Inc.

Communication Services
3.36K
New
$137.32 - $151.82 $462K - $511K
3.36K $482K
SE
Sea LTD

Consumer Cyclical
4.14K
New
$59.94 - $94.83 $248K - $392K
4.14K $390K
OKE
Oneok Inc

Energy
3.56K
New
$78.62 - $95.27 $280K - $339K
3.56K $324K
HEZU
Ishares Currency Hedged Msci E

ETFs
8.49K
New
$33.46 - $37.07 $284K - $315K
8.49K $311K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
30K
New
$9.27 - $11.62 $278K - $348K
30K $304K
KKR
Kkr & Co. Inc.

Financial Services
2.28K
New
$104.51 - $133.23 $238K - $304K
2.28K $297K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
25.1K
New
$9.55 - $11.13 $240K - $279K
25.1K $272K
XSMO
Invesco S&P Smallcap Momentum

ETFs
4.1K
New
$59.5 - $67.14 $244K - $275K
4.1K $271K
RGEN
Repligen Corp

Healthcare
1.76K
New
$119.79 - $167.35 $211K - $294K
1.76K $261K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
1.83K
New
$107.74 - $140.72 $197K - $257K
1.83K $256K
PSA
Public Storage

Real Estate
696
New
$283.13 - $365.01 $197K - $254K
696 $253K
OLED
Universal Display Corp Pa

Technology
1.2K
New
$157.72 - $236.42 $190K - $285K
1.2K $252K
LDOS
Leidos Holdings, Inc.

Technology
1.52K
New
$142.66 - $163.02 $217K - $248K
1.52K $247K
GMAB
Genmab A/S

Healthcare
10K
New
$23.84 - $28.48 $239K - $286K
10K $244K
HCA
Hca Healthcare, Inc.

Healthcare
600
New
$315.12 - $406.43 $189K - $244K
600 $243K
VTR
Ventas, Inc.

Real Estate
3.77K
New
$50.88 - $65.33 $192K - $246K
3.77K $242K
PCTY
Paylocity Holding Corp

Technology
1.47K
New
$132.0 - $165.41 $194K - $242K
1.47K $241K
HUBB
Hubbell Inc

Industrials
561
New
$355.55 - $428.48 $199K - $240K
561 $240K
ES
Eversource Energy

Utilities
3.44K
New
$56.52 - $68.38 $194K - $235K
3.44K $234K
FFIN
First Financial Bankshares Inc

Financial Services
6.16K
New
$28.56 - $39.46 $176K - $243K
6.16K $227K
XLI
Industrial Sector Spdr

ETFs
1.63K
New
$120.56 - $135.44 $197K - $221K
1.63K $221K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.63K
New
$41.9 - $48.26 $194K - $224K
4.63K $221K
COF
Capital One Financial Corp

Financial Services
1.47K
New
$131.42 - $153.05 $193K - $225K
1.47K $220K
BOTZ
Global X Fds

ETFs
6.81K
New
$27.68 - $32.27 $188K - $220K
6.81K $218K
KHC
Kraft Heinz CO

Consumer Defensive
6.11K
New
$31.86 - $36.13 $195K - $221K
6.11K $214K
DHR
Danaher Corp

Healthcare
751
New
$239.25 - $280.76 $180K - $211K
751 $208K
RY
Royal Bank Of Canada

Financial Services
1.67K
New
$105.65 - $124.73 $177K - $209K
1.67K $208K
LEN
Lennar Corp

Consumer Cyclical
1.1K
New
$142.5 - $192.45 $156K - $211K
1.1K $205K
RLI
Rli Corp

Financial Services
1.32K
New
$137.07 - $154.98 $180K - $204K
1.32K $203K
LHX
L3 Harris Technologies, Inc.

Industrials
855
New
$221.96 - $243.27 $190K - $208K
855 $203K
WPM
Wheaton Precious Metals Corp.

Basic Materials
3.29K
New
$52.04 - $64.22 $171K - $211K
3.29K $200K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
4.85K
New
$39.37 - $41.68 $191K - $202K
4.85K $200K
VRT
Vertiv Holdings CO

Industrials
2.02K
New
$86.66 - $86.66 $175K - $175K
2.02K $175K
BBD
Bank Bradesco

Financial Services
21.9K
New
$2.18 - $2.92 $47.8K - $64K
21.9K $58K
RIG
Transocean Ltd.

Energy
12K
New
$3.92 - $5.82 $46.9K - $69.6K
12K $50K
Ge Vernova Inc
870
New
N/A
870 $0
Jacobs Solutions Inc
3.12K
New
N/A
3.12K $0
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
36.8K
New
N/A
36.8K $0
America Movil Sab De Cv
12.7K
New
N/A
12.7K $0
Activity Summary
Buys All Purchases 281 New Holdings 41 Increased Positions 240 Sells All Sells 209 Reductions 209 Sold out 0 Options Calls 0 Puts 0
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