Wealth Alliance Reduced Holdings in Q4 2024

Wealth Alliance

  • $811 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IXUS
Ishares Tr

ETFs
-3.02K
- 36.8%
$65.95 - $72.56 $199K - $219K
5.18K $342K
CVX
Chevron Corp

Energy
-1.39K
- 6.81%
$141.15 - $162.53 $195K - $225K
19K $2.74M
AOA
Ishares Tr Core Aggressive All

ETFs
-1.13K
- 1.72%
$76.61 - $79.88 $86.8K - $90.5K
64.8K $4.96M
DEO
Diageo PLC

Consumer Defensive
-987
- 11.7%
$118.0 - $139.88 $116K - $138K
7.45K $946K
XLV
Select Sector Spdr Fund Health

ETFs
-1.31K
- 39.19%
$136.28 - $154.74 $179K - $203K
2.03K $279K
PFE
Pfizer Inc

Healthcare
-4.15K
- 8.05%
$24.8 - $30.19 $103K - $125K
47.4K $1.26M
AZN
Astrazeneca PLC

Healthcare
-197
- 1.12%
$63.2 - $79.58 $12.5K - $15.7K
17.3K $1.14M
NXPI
Nxp Semiconductors N.V.

Technology
-686
- 26.21%
$207.27 - $255.58 $142K - $175K
1.93K $401K
FCX
Freeport Mcmoran Inc

Basic Materials
-2.18K
- 18.41%
$38.08 - $50.82 $83.2K - $111K
9.68K $368K
UNP
Union Pacific Corp

Industrials
-600
- 13.4%
$223.15 - $249.32 $134K - $150K
3.88K $884K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-13.4K
- 52.76%
$12.61 - $15.33 $168K - $205K
12K $153K
TIP
Ishares Tr Tips Bd ETF

ETFs
-642
- 1.85%
$106.33 - $110.69 $68.3K - $71.1K
34.1K $3.64M
TGT
Target Corp

Consumer Defensive
-590
- 10.58%
$121.59 - $160.69 $71.7K - $94.8K
4.99K $674K
LOW
Lowes Companies Inc

Consumer Cyclical
-69
- 0.99%
$244.52 - $284.07 $16.9K - $19.6K
6.92K $1.71M
COP
Conocophillips

Energy
-1.43K
- 21.35%
$95.12 - $114.72 $136K - $164K
5.26K $521K
CMCSA
Comcast Corp

Communication Services
-1.13K
- 3.48%
$37.39 - $45.14 $42.2K - $50.9K
31.3K $1.17M
HON
Honeywell International Inc

Industrials
-1.54K
- 17.7%
$202.84 - $236.0 $311K - $362K
7.14K $1.61M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-1.75K
- 37.74%
$91.94 - $100.02 $161K - $175K
2.89K $267K
EA
Electronic Arts Inc.

Communication Services
-1.26K
- 37.4%
$140.69 - $167.97 $177K - $211K
2.11K $308K
SCCO
Southern Copper Corp

Basic Materials
-373
- 6.66%
$91.13 - $117.95 $34K - $44K
5.23K $476K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-1.69K
- 16.88%
$107.41 - $115.71 $181K - $195K
8.32K $917K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-251
- 3.29%
$442.29 - $483.08 $111K - $121K
7.37K $3.34M
DUK
Duke Energy Corp

Utilities
-251
- 1.42%
$105.76 - $120.76 $26.5K - $30.3K
17.4K $1.88M
PAA
Plains All American Pipeline LP

Energy
-8.87K
- 43.58%
$16.27 - $18.67 $144K - $166K
11.5K $196K
GD
General Dynamics Corp

Industrials
-416
- 33.79%
$260.28 - $314.03 $108K - $131K
815 $214K
QCOM
Qualcomm Inc

Technology
-356
- 5.74%
$150.4 - $178.04 $53.5K - $63.4K
5.85K $897K
TER
Teradyne, Inc

Technology
-1.04K
- 32.83%
$102.58 - $133.62 $106K - $139K
2.12K $267K
UPS
United Parcel Service Inc

Industrials
-618
- 8.33%
$122.65 - $138.35 $75.8K - $85.5K
6.8K $857K
EPD
Enterprise Products Partners L.P.

Energy
-6.38K
- 30.48%
$28.66 - $34.43 $183K - $220K
14.6K $456K
HLN
Haleon PLC

Healthcare
-12.4K
- 36.65%
$9.23 - $10.71 $114K - $132K
21.4K $204K
ITUB
Itau Unibanco Holding S.A.

Financial Services
-8.54K
- 13.4%
$4.96 - $6.57 $42.3K - $56.1K
55.2K $273K
CI
Cigna Corp

Healthcare
-26
- 1.31%
$265.59 - $358.58 $6.91K - $9.32K
1.96K $541K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-726
- 9.64%
$99.04 - $109.59 $71.9K - $79.6K
6.81K $677K
ET
Energy Transfer LP

Energy
-12.2K
- 44.91%
$16.05 - $19.86 $196K - $243K
15K $293K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-1.16K
- 39.54%
$129.96 - $144.97 $151K - $169K
1.78K $248K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-769
- 2.93%
$113.92 - $127.38 $87.6K - $98K
25.5K $2.94M
AEP
American Electric Power CO Inc

Utilities
-204
- 1.84%
$90.91 - $102.21 $18.5K - $20.9K
10.9K $1M
WMB
Williams Companies, Inc.

Energy
-7.41K
- 22.9%
$46.37 - $59.74 $344K - $443K
24.9K $1.35M
EXPO
Exponent Inc

Industrials
-299
- 7.87%
$88.94 - $114.63 $26.6K - $34.3K
3.5K $312K
AMCR
Amcor PLC

Consumer Cyclical
-3.63K
- 7.77%
$9.34 - $11.37 $33.9K - $41.3K
43.2K $406K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-156
- 1.86%
$209.89 - $233.24 $32.7K - $36.4K
8.24K $1.75M
PJUL
Innovator U.S. Equity Power Bu

ETFs
-3.41K
- 10.45%
$40.12 - $41.68 $137K - $142K
29.2K $1.2M
PSX
Phillips 66

Energy
-439
- 12.57%
$110.35 - $138.93 $48.4K - $61K
3.05K $347K
SHW
Sherwin Williams CO

Basic Materials
-95
- 5.13%
$338.75 - $399.71 $32.2K - $38K
1.76K $596K
DD
Du Pont De Nemours, Inc.

Basic Materials
-254
- 3.77%
$75.95 - $88.05 $19.3K - $22.4K
6.49K $494K
MDT
Medtronic PLC

Healthcare
-688
- 14.38%
$79.61 - $92.24 $54.8K - $63.5K
4.1K $327K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-997
- 8.58%
$178.39 - $215.0 $178K - $214K
10.6K $2.05M
ZBRA
Zebra Technologies Corp

Technology
-306
- 23.5%
$360.09 - $411.94 $110K - $126K
996 $384K
ALLE
Allegion PLC

Industrials
-420
- 15.17%
$130.63 - $153.36 $54.9K - $64.4K
2.35K $306K
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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