Wealth Alliance Sells in Q3 2025

Wealth Alliance

  • $902 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MELI
Mercadolibre Inc

Consumer Cyclical
-31
- 11.03%
$2292.04 - $2514.05 $71.1K - $77.9K
250 $584K
KO
Coca Cola CO

Consumer Defensive
-1.32K
- 9.68%
$65.67 - $71.67 $86.4K - $94.2K
12.3K $813K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-544
- 7.2%
$459.11 - $506.91 $250K - $276K
7.01K $3.52M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-251
- 1.03%
$60.9 - $70.75 $15.3K - $17.8K
24.2K $1.51M
ABT
Abbott Laboratories

Healthcare
-784
- 5.2%
$120.51 - $136.62 $94.5K - $107K
14.3K $1.91M
QCOM
Qualcomm Inc

Technology
-998
- 22.15%
$145.84 - $173.55 $146K - $173K
3.51K $583K
SPGI
S&P Global Inc.

Financial Services
-2
- 0.06%
$484.94 - $564.15 $970 - $1.13K
3.16K $1.54M
LPLA
Lpl Financial Holdings Inc.

Financial Services
-146
- 8.51%
$332.69 - $399.0 $48.6K - $58.3K
1.57K $522K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-710
- 7.4%
$65.64 - $78.22 $46.6K - $55.5K
8.89K $595K
ADBE
Adobe Inc.

Technology
-206
- 16.16%
$333.65 - $392.1 $68.7K - $80.8K
1.07K $377K
JKHY
Henry Jack & Associates Inc

Technology
-196
- 7.78%
$148.45 - $182.09 $29.1K - $35.7K
2.32K $346K
PAYX
Paychex Inc

Industrials
-220
- 5.3%
$126.69 - $147.99 $27.9K - $32.6K
3.93K $498K
ELV
Elevance Health, Inc.

Healthcare
-4
- 0.25%
$274.66 - $395.76 $1.1K - $1.58K
1.59K $514K
SYK
Stryker Corp

Healthcare
-153
- 8.05%
$368.57 - $403.53 $56.4K - $61.7K
1.75K $645K
IBN
Icici Bank LTD

Financial Services
-2.14K
- 21.09%
$30.23 - $34.41 $64.7K - $73.6K
8.01K $242K
INFY
Infosys LTD

Technology
-1.5K
- 4.69%
$15.98 - $18.96 $24K - $28.5K
30.6K $497K
OKE
Oneok Inc

Energy
-876
- 23.99%
$71.36 - $83.47 $62.5K - $73.1K
2.78K $202K
O
Realty Income Corp

Real Estate
-2.98K
- 10.54%
$56.13 - $60.79 $167K - $181K
25.3K $1.54M
TT
Trane Technologies PLC

Industrials
-108
- 3.57%
$398.96 - $472.54 $43.1K - $51K
2.92K $1.23M
CDW
Cdw Corp

Technology
-162
- 5.39%
$156.97 - $182.84 $25.4K - $29.6K
2.84K $452K
RELX
Relx PLC

Communication Services
-387
- 4.02%
$45.13 - $54.19 $17.5K - $21K
9.23K $440K
WSO
Watsco Inc

Industrials
-6
- 0.3%
$381.94 - $489.97 $2.29K - $2.94K
2.01K $810K
VRSK
Verisk Analytics, Inc.

Industrials
-37
- 3.24%
$242.3 - $312.95 $8.97K - $11.6K
1.1K $277K
SO
Southern CO

Utilities
-1.1K
- 12.44%
$90.83 - $96.0 $99.8K - $106K
7.74K $733K
GWW
W.W. Grainger, Inc.

Industrials
-9
- 1.14%
$932.44 - $1059.49 $8.39K - $9.54K
780 $743K
CHD
Church & Dwight CO Inc

Consumer Defensive
-481
- 13.12%
$85.84 - $99.09 $41.3K - $47.7K
3.19K $279K
LII
Lennox International Inc

Industrials
-77
- 13.18%
$516.18 - $664.54 $39.7K - $51.2K
507 $268K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-27
- 0.63%
$93.1 - $110.49 $2.51K - $2.98K
4.25K $396K
PCTY
Paylocity Holding Corp

Technology
-154
- 8.71%
$159.27 - $190.36 $24.5K - $29.3K
1.61K $257K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-3.31K
- 9.82%
$26.38 - $27.95 $87.2K - $92.4K
30.4K $829K
XSMO
Invesco S&P Smallcap Momentum

ETFs
-1.19K
- 26.12%
$67.1 - $74.29 $80K - $88.6K
3.37K $248K
BMY
Bristol Myers Squibb CO

Healthcare
-832
- 4.46%
$43.31 - $48.98 $36K - $40.8K
17.8K $803K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-2.61K
- 17.25%
$22.9 - $23.58 $59.7K - $61.5K
12.5K $293K
FCX
Freeport Mcmoran Inc

Basic Materials
-564
- 7.02%
$35.34 - $47.21 $19.9K - $26.6K
7.47K $293K
TYL
Tyler Technologies Inc

Technology
-11
- 1.6%
$522.22 - $611.76 $5.74K - $6.73K
677 $354K
FMX
Mexican Economic Development Inc

Consumer Defensive
-360
- 9.3%
$83.67 - $106.19 $30.1K - $38.2K
3.51K $346K
META
Meta Platforms, Inc.

Communication Services
-5
- 0.04%
$695.21 - $791.73 $3.48K - $3.96K
13K $9.57M
ADP
Automatic Data Processing Inc

Industrials
-13
- 0.41%
$288.69 - $310.94 $3.75K - $4.04K
3.18K $932K
CPRT
Copart Inc

Consumer Cyclical
-613
- 10.91%
$44.6 - $49.97 $27.3K - $30.6K
5.01K $225K
MMM
3 M CO

Industrials
-391
- 10.13%
$144.41 - $160.2 $56.5K - $62.6K
3.47K $538K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-567
- 19.96%
$404.94 - $499.99 $230K - $283K
2.27K $1.1M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-6
- 13.64%
$5364.25 - $5815.92 $32.2K - $34.9K
38 $205K
SHEL
Shell PLC

Energy
-818
- 8.03%
$69.82 - $73.93 $57.1K - $60.5K
9.38K $670K
ICE
Intercontinental Exchange, Inc.

Financial Services
-65
- 2.7%
$167.28 - $188.45 $10.9K - $12.2K
2.35K $395K
AIG
American International Group, Inc.

Financial Services
-267
- 7.86%
$76.34 - $85.87 $20.4K - $22.9K
3.13K $245K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-711
- 4.18%
$85.01 - $90.35 $60.4K - $64.2K
16.3K $1.46M
CAKE
Cheesecake Factory Inc

Consumer Cyclical
-19
- 0.36%
$53.89 - $68.51 $1.02K - $1.3K
5.3K $289K
RMD
Resmed Inc

Healthcare
-218
- 18.23%
$252.01 - $293.73 $54.9K - $64K
978 $267K
PGR
Progressive Corp

Financial Services
-83
- 8.75%
$238.61 - $264.3 $19.8K - $21.9K
866 $213K
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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