Wealth Alliance Sells in Q3 2025

Wealth Alliance

  • $902 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DE
Deere & CO

Industrials
-18
- 3.16%
$457.26 - $524.37 $8.23K - $9.44K
551 $251K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
-66
- 3.3%
$107.28 - $125.1 $7.08K - $8.26K
1.94K $210K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-1K
- 27.02%
$83.08 - $100.2 $83.2K - $100K
2.7K $270K
EQR
Equity Residential

Real Estate
-194
- 2.37%
$62.3 - $68.34 $12.1K - $13.3K
8K $517K
MNST
Monster Beverage Corp

Consumer Defensive
-1.1K
- 12.37%
$58.65 - $67.31 $64.3K - $73.8K
7.76K $522K
OLED
Universal Display Corp Pa

Technology
-58
- 2.65%
$134.16 - $161.44 $7.78K - $9.36K
2.13K $305K
CHKP
Check Point Software Technologies LTD

Technology
-4
- 0.2%
$180.73 - $231.23 $723 - $925
2.01K $415K
EOG
Eog Resources Inc

Energy
-104
- 4.66%
$112.12 - $126.1 $11.7K - $13.1K
2.13K $238K
JCI
Johnson Controls International PLC

Industrials
-377
- 13.74%
$103.24 - $111.73 $38.9K - $42.1K
2.37K $260K
WMB
Williams Companies, Inc.

Energy
-644
- 2.46%
$56.52 - $64.01 $36.4K - $41.2K
25.5K $1.62M
DSGX
Descartes Systems Group Inc

Technology
-82
- 3.33%
$94.23 - $107.79 $7.73K - $8.84K
2.38K $224K
WM
Waste Management Inc

Industrials
-73
- 6.65%
$213.88 - $237.1 $15.6K - $17.3K
1.02K $226K
NSC
Norfolk Southern Corp

Industrials
-262
- 21.41%
$259.49 - $300.41 $68K - $78.7K
962 $288K
BSY
Bentley Systems Inc

Technology
-81
- 0.98%
$51.48 - $58.72 $4.17K - $4.76K
8.22K $423K
ECL
Ecolab Inc.

Basic Materials
-100
- 11.92%
$259.39 - $285.47 $25.9K - $28.5K
739 $202K
VEA
Vanguard Ftse Developed Market

ETFs
-926
- 8.78%
$56.02 - $60.3 $51.9K - $55.8K
9.62K $576K
EVTC
Evertec, Inc.

Technology
-197
- 2.97%
$32.77 - $37.66 $6.46K - $7.42K
6.43K $217K
KAI
Kadant Inc

Industrials
-13
- 1.5%
$297.58 - $358.61 $3.87K - $4.66K
853 $253K
SUN
Sunoco LP

Energy
-11
- 0.2%
$48.42 - $55.31 $533 - $608
5.55K $277K
AJG
Arthur J. Gallagher & Co.

Financial Services
-39
- 5.54%
$284.17 - $319.49 $11.1K - $12.5K
665 $205K
ET
Energy Transfer LP

Energy
-240
- 1.53%
$17.11 - $18.16 $4.11K - $4.36K
15.4K $264K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-464
- 6.78%
$46.86 - $48.27 $21.7K - $22.4K
6.38K $306K
USFD
Us Foods Holding Corp.

Consumer Defensive
-209
- 6.68%
$76.35 - $84.68 $16K - $17.7K
2.92K $223K
FN
Fabrinet

Technology
-250
- 23.39%
$277.04 - $389.47 $69.3K - $97.4K
819 $298K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-177
- 6.91%
$91.44 - $91.77 $16.2K - $16.2K
2.39K $218K
BR
Broadridge Financial Solutions, Inc.

Technology
-31
- 1.65%
$233.75 - $266.89 $7.25K - $8.27K
1.84K $438K
FISV
Fiserv Inc

Technology
-135
- 6.64%
N/A
1.9K $237K
ZBRA
Zebra Technologies Corp

Technology
-18
- 1.84%
$296.92 - $341.36 $5.34K - $6.14K
960 $285K
PAA
Plains All American Pipeline LP

Energy
-13
- 0.11%
$16.88 - $18.93 $219 - $246
11.7K $199K
BRT
Brt Apartments Corp.

Real Estate
-1K
- 2.06%
$14.52 - $16.55 $14.5K - $16.6K
47.5K $743K
SRE
Sempra Energy

Utilities
-1.28K
- 18.29%
$74.14 - $89.98 $94.8K - $115K
5.72K $514K
KB
Kb Financial Group Inc.

Financial Services
-174
- 6.69%
$77.68 - $90.36 $13.5K - $15.7K
2.43K $201K
BLW
Blackrock LTD Duration Income Trust

Financial Services
-219
- 0.39%
$14.0 - $14.26 $3.07K - $3.12K
55.5K $776K
MSCI
Msci Inc.

Financial Services
-14
- 2.5%
$526.48 - $588.0 $7.37K - $8.23K
546 $309K
MA
Mastercard Inc

Financial Services
-77
- 1.7%
$550.18 - $598.96 $42.4K - $46.1K
4.46K $2.54M
BDX
Becton Dickinson & CO

Healthcare
-225
- 11.44%
$172.41 - $199.66 $38.8K - $44.9K
1.74K $326K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-627
- 3.53%
$22.64 - $23.22 $14.2K - $14.6K
17.1K $396K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
-331
- 1.38%
$9.11 - $10.03 $3.02K - $3.32K
23.6K $215K
GPC
Genuine Parts CO

Consumer Cyclical
-653
- 13.93%
$122.23 - $142.77 $79.8K - $93.2K
4.04K $559K
VV
Vanguard Large Cap ETF

ETFs
-234
- 8.36%
$285.05 - $309.14 $66.7K - $72.3K
2.56K $789K
ABEV
Ambev S.A.

Consumer Defensive
-1.76K
- 6.49%
$2.15 - $2.49 $3.79K - $4.39K
25.4K $56K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
-24
- 1.27%
$123.13 - $140.8 $2.96K - $3.38K
1.87K $240K
BOH
Bank Of Hawaii Corp

Financial Services
-22
- 0.61%
$61.35 - $71.13 $1.35K - $1.56K
3.58K $235K
SHW
Sherwin Williams CO

Basic Materials
-36
- 1.97%
$330.88 - $375.23 $11.9K - $13.5K
1.79K $619K
PODD
Insulet Corp

Healthcare
-5
- 0.52%
$277.3 - $352.82 $1.39K - $1.76K
965 $297K
HAS
Hasbro, Inc.

Consumer Cyclical
-161
- 5.4%
$73.92 - $81.85 $11.9K - $13.2K
2.82K $214K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-190
- 3.26%
$101.12 - $106.18 $19.2K - $20.2K
5.63K $580K
PEG
Public Service Enterprise Group Inc

Utilities
-9
- 0.15%
$79.99 - $90.14 $720 - $811
5.83K $486K
ROLL
Rbc Bearings Inc

Industrials
-18
- 1.87%
N/A
947 $232K
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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