Wealth Alliance Sells in Q4 2024

Wealth Alliance

  • $811 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VNQ
Vanguard Specialized Funds Van

ETFs
-35.6K
- 29.27%
$87.85 - $98.6 $3.13M - $3.51M
86.1K $7.67M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-49.9K
- 9.01%
$45.07 - $47.1 $2.25M - $2.35M
504K $22.8M
IEFA
Ishares Tr

ETFs
-38.6K
- 68.36%
$70.06 - $77.43 $2.7M - $2.99M
17.9K $1.26M
MUB
Ishares National Muni Bond ETF

ETFs
-26.7K
- 49.94%
$105.78 - $108.7 $2.82M - $2.9M
26.8K $2.85M
EFV
Msci Eafe Value ETF

ETFs
-16.9K
- 5.88%
$51.78 - $57.15 $876K - $967K
271K $14.2M
IEF
Ishares Barclays

ETFs
-10.7K
- 27.5%
$92.08 - $98.18 $989K - $1.05M
28.3K $2.62M
REET
Ishares Global Reit ETF

ETFs
-42.6K
- 75.96%
$23.43 - $26.54 $998K - $1.13M
13.5K $323K
IEV
Ishares Tr Europe ETF

ETFs
-14.8K
- 27.34%
$52.03 - $57.63 $770K - $852K
39.3K $2.05M
PEP
Pepsico Inc

Consumer Defensive
-4.25K
- 19.79%
$151.29 - $176.1 $642K - $748K
17.2K $2.62M
MSFT
Microsoft Corp

Technology
-1.42K
- 3.39%
$406.35 - $454.46 $575K - $643K
40.4K $17M
NEE
Nextera Energy Inc

Utilities
-4.99K
- 12.58%
$69.77 - $85.43 $348K - $426K
34.7K $2.49M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-7.26K
- 53.24%
$72.97 - $96.75 $530K - $702K
6.38K $473K
PLD
Prologis, Inc.

Real Estate
-3.94K
- 22.97%
$101.4 - $126.96 $399K - $500K
13.2K $1.4M
AMGN
Amgen Inc

Healthcare
-176
- 1.69%
$258.78 - $328.31 $45.5K - $57.8K
10.2K $2.67M
SHV
Ishares Tr

ETFs
-5.55K
- 19.52%
$109.92 - $110.57 $610K - $614K
22.9K $2.52M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-16.7K
- 73.12%
$34.25 - $37.94 $571K - $632K
6.12K $222K
SCHW
Schwab Charles Corp

Financial Services
-10.5K
- 56.69%
$63.31 - $82.85 $664K - $869K
8.02K $593K
UNH
Unitedhealth Group Inc

Healthcare
-268
- 4.94%
$485.52 - $625.25 $130K - $168K
5.16K $2.61M
ADBE
Adobe Inc.

Technology
-770
- 28.09%
$437.39 - $552.96 $337K - $426K
1.97K $876K
MSI
Motorola Solutions, Inc.

Technology
-1.27K
- 35.58%
$449.08 - $504.6 $570K - $640K
2.3K $1.06M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-487
- 17.73%
$501.29 - $612.85 $244K - $298K
2.26K $1.18M
SBUX
Starbucks Corp

Consumer Cyclical
-4.57K
- 28.03%
$87.44 - $102.5 $400K - $469K
11.7K $1.07M
DELL
Dell Technologies Inc.

Technology
-4.32K
- 60.93%
$111.96 - $144.21 $484K - $623K
2.77K $319K
CVS
Cvs Health Corp

Healthcare
-6.09K
- 50.07%
$43.78 - $67.46 $267K - $411K
6.08K $272K
ZTS
Zoetis Inc.

Healthcare
-362
- 2.81%
$162.24 - $194.42 $58.7K - $70.4K
12.5K $2.04M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-2.83K
- 13.51%
$59.25 - $72.99 $168K - $207K
18.1K $1.08M
ASML
Asml Holding Nv

Technology
-208
- 9.2%
$658.43 - $872.27 $137K - $181K
2.05K $1.42M
VZ
Verizon Communications Inc

Communication Services
-2.37K
- 3.4%
$39.6 - $45.21 $93.7K - $107K
67.2K $2.69M
CM
Canadian Imperial Bank Of Commerce

Financial Services
-7.19K
- 50.92%
$59.58 - $67.31 $428K - $484K
6.93K $438K
PG
Procter & Gamble CO

Consumer Defensive
-1.69K
- 6.57%
$161.05 - $179.7 $272K - $304K
24.1K $4.03M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
-3.1K
- 54.09%
$97.29 - $122.68 $302K - $380K
2.63K $256K
UBER
Uber Technologies, Inc

Technology
-3.03K
- 19.16%
$59.93 - $86.34 $181K - $261K
12.8K $770K
D
Dominion Energy, Inc

Utilities
-6.76K
- 64.5%
$52.63 - $60.92 $356K - $412K
3.72K $200K
NVO
Novo Nordisk A S

Healthcare
-249
- 2.15%
$85.0 - $120.04 $21.2K - $29.9K
11.3K $974K
AMT
American Tower Corp

Real Estate
-887
- 18.49%
$179.4 - $232.01 $159K - $206K
3.91K $716K
SNY
Sanofi

Healthcare
-2.04K
- 6.5%
$45.89 - $57.31 $93.5K - $117K
29.3K $1.41M
LMT
Lockheed Martin Corp

Industrials
-145
- 4.69%
$479.66 - $614.62 $69.6K - $89.1K
2.95K $1.43M
T
At&T Inc.

Communication Services
-19.9K
- 19.52%
$21.22 - $23.88 $422K - $475K
81.9K $1.87M
MRK
Merck & Co., Inc.

Healthcare
-1.44K
- 8.82%
$96.31 - $114.76 $139K - $166K
14.9K $1.48M
HSY
Hershey CO

Consumer Defensive
-1.73K
- 56.33%
$168.67 - $193.65 $292K - $335K
1.34K $227K
NGG
National Grid PLC

Utilities
-1.94K
- 8.58%
$57.68 - $70.03 $112K - $136K
20.7K $1.23M
O
Realty Income Corp

Real Estate
-1.12K
- 3.94%
$51.76 - $64.71 $57.7K - $72.2K
27.2K $1.45M
PM
Philip Morris International Inc.

Consumer Defensive
-2.64K
- 11.68%
$118.38 - $133.06 $312K - $351K
19.9K $2.4M
NKE
Nike, Inc.

Consumer Cyclical
-3.27K
- 52.6%
$73.36 - $89.13 $240K - $292K
2.95K $223K
ALC
Alcon Inc

Healthcare
-1.91K
- 21.94%
$83.87 - $99.15 $160K - $189K
6.79K $576K
ELV
Elevance Health, Inc.

Healthcare
-212
- 15.7%
$365.96 - $514.62 $77.6K - $109K
1.14K $420K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-104
- 18.54%
$701.85 - $1046.91 $73K - $109K
457 $325K
ACN
Accenture PLC

Technology
-711
- 12.74%
$343.9 - $376.86 $245K - $268K
4.87K $1.71M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-690
- 7.46%
$82.28 - $117.52 $56.8K - $81.1K
8.56K $725K
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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