Wealth Alliance Reduced Holdings in Q4 2024

Wealth Alliance

  • $811 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TYL
Tyler Technologies Inc

Technology
-61
- 8.59%
$576.64 - $635.69 $35.2K - $38.8K
649 $374K
EOG
Eog Resources Inc

Energy
-305
- 10.46%
$118.22 - $136.54 $36.1K - $41.6K
2.61K $320K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-6
- 0.05%
$33.39 - $37.66 $200 - $226
12K $399K
DOV
Dover Corp

Industrials
-121
- 3.3%
$184.72 - $206.51 $22.4K - $25K
3.55K $665K
UNF
Unifirst Corp

Industrials
-22
- 1.82%
$171.0 - $206.22 $3.76K - $4.54K
1.19K $203K
IFRA
Ishares Tr

ETFs
-196
- 0.52%
$45.94 - $51.71 $9K - $10.1K
37.9K $1.75M
OEF
Ishares S&P 100 ETF

ETFs
-129
- 0.79%
N/A
16.3K $4.33M
SYK
Stryker Corp

Healthcare
-90
- 4.6%
$345.14 - $392.15 $31.1K - $35.3K
1.87K $672K
RGA
Reinsurance Group Of America Inc

Financial Services
-133
- 9.64%
$201.26 - $231.95 $26.8K - $30.8K
1.25K $266K
SHEL
Shell PLC

Energy
-19
- 0.19%
$60.63 - $70.23 $1.15K - $1.33K
10.1K $635K
EQR
Equity Residential

Real Estate
-173
- 2.26%
$69.12 - $77.48 $12K - $13.4K
7.47K $535K
GKOS
Glaukos Corp

Healthcare
-490
- 23.38%
$126.42 - $152.67 $61.9K - $74.8K
1.61K $240K
PEG
Public Service Enterprise Group Inc

Utilities
-29
- 0.47%
$81.87 - $94.51 $2.37K - $2.74K
6.08K $513K
MEDP
Medpace Holdings, Inc.

Healthcare
-91
- 9.52%
$308.93 - $363.58 $28.1K - $33.1K
865 $287K
ENSG
Ensign Group, Inc

Healthcare
-70
- 3.58%
$132.78 - $156.91 $9.29K - $11K
1.89K $250K
FN
Fabrinet

Technology
-62
- 6.02%
$214.76 - $271.08 $13.3K - $16.8K
968 $212K
LSTR
Landstar System Inc

Industrials
-21
- 1.46%
$171.86 - $192.81 $3.61K - $4.05K
1.42K $243K
AXON
Axon Enterprise, Inc.

Industrials
-340
- 38.2%
$399.22 - $689.78 $136K - $235K
550 $326K
ROST
Ross Stores, Inc.

Consumer Cyclical
-193
- 10.42%
$138.59 - $156.61 $26.7K - $30.2K
1.66K $251K
PLTR
Palantir Technologies Inc.

Technology
-5.15K
- 54.64%
$36.46 - $82.38 $188K - $425K
4.28K $323K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-197
- 13.34%
$180.39 - $205.43 $35.5K - $40.5K
1.28K $242K
ALL
Allstate Corp

Financial Services
-180
- 5.92%
$181.25 - $208.2 $32.6K - $37.5K
2.86K $550K
NSC
Norfolk Southern Corp

Industrials
-34
- 2.86%
$230.6 - $277.0 $7.84K - $9.42K
1.15K $270K
MAA
Mid America Apartment Communities Inc.

Real Estate
-104
- 5.53%
$149.17 - $165.2 $15.5K - $17.2K
1.78K $274K
VOD
Vodafone Group Public LTD CO

Communication Services
-570
- 4.69%
$8.37 - $9.95 $4.77K - $5.67K
11.6K $98K
WDFC
Wd 40 CO

Basic Materials
-29
- 2.87%
$242.06 - $290.11 $7.02K - $8.41K
983 $238K
HUBB
Hubbell Inc

Industrials
-39
- 6.95%
$418.89 - $472.12 $16.3K - $18.4K
522 $218K
ITW
Illinois Tool Works Inc

Industrials
-24
- 1.34%
$253.56 - $278.5 $6.09K - $6.68K
1.76K $447K
INFY
Infosys LTD

Technology
-464
- 1.46%
$20.71 - $23.42 $9.61K - $10.9K
31.3K $685K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-255
- 5.13%
$111.85 - $120.71 $28.5K - $30.8K
4.71K $542K
GWW
W.W. Grainger, Inc.

Industrials
-28
- 3.38%
$1023.06 - $1220.93 $28.6K - $34.2K
800 $843K
WELL
Welltower Inc.

Real Estate
-92
- 4.63%
$123.11 - $139.3 $11.3K - $12.8K
1.89K $238K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
-1.11K
- 2.5%
$15.9 - $17.05 $17.7K - $19K
43.5K $722K
MNST
Monster Beverage Corp

Consumer Defensive
-318
- 3.61%
$49.24 - $56.38 $15.7K - $17.9K
8.48K $445K
HEZU
Ishares Currency Hedged Msci E

ETFs
-158
- 1.86%
$35.18 - $36.95 $5.56K - $5.84K
8.33K $298K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-64
- 1.16%
$77.86 - $79.27 $4.98K - $5.07K
5.47K $426K
TFC
Truist Financial Corp

Financial Services
-849
- 2.26%
$41.51 - $48.1 $35.2K - $40.8K
36.7K $1.59M
VIS
Vanguard Industrial ETF

ETFs
-3
- 0.15%
$254.39 - $279.7 $763 - $839
2.02K $514K
AVB
Avalonbay Communities Inc

Real Estate
-16
- 1.04%
$216.28 - $237.81 $3.46K - $3.8K
1.52K $334K
CTSH
Cognizant Technology Solutions Corp

Technology
-112
- 1.52%
$74.37 - $82.32 $8.33K - $9.22K
7.26K $558K
FFIN
First Financial Bankshares Inc

Financial Services
-101
- 1.64%
$35.49 - $43.05 $3.58K - $4.35K
6.06K $218K
KNSL
Kinsale Capital Group, Inc.

Financial Services
-17
- 3.09%
$424.05 - $524.22 $7.21K - $8.91K
533 $247K
CHD
Church & Dwight CO Inc

Consumer Defensive
-70
- 2.07%
$99.11 - $112.25 $6.94K - $7.86K
3.3K $345K
LII
Lennox International Inc

Industrials
-19
- 2.31%
$589.36 - $678.43 $11.2K - $12.9K
803 $489K
WM
Waste Management Inc

Industrials
-1
- 0.1%
$201.79 - $228.46 $202 - $228
1.04K $210K
VGT
Vanguard Information Technolog

ETFs
-51
- 6.95%
$571.78 - $647.97 $29.2K - $33K
683 $424K
ROLL
Rbc Bearings Inc

Industrials
-19
- 1.67%
N/A
1.12K $274K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-14
- 4.03%
$1146.59 - $1270.6 $16.1K - $17.8K
333 $394K
PRI
Primerica, Inc.

Financial Services
-41
- 3.68%
$265.71 - $304.93 $10.9K - $12.5K
1.07K $291K
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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