Wealth Alliance Sells in Q3 2025

Wealth Alliance

  • $902 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HCA
Hca Healthcare, Inc.

Healthcare
-66
- 11.38%
$334.32 - $426.2 $22.1K - $28.1K
514 $219K
IRM
Iron Mountain Inc

Real Estate
-4
- 0.17%
$89.46 - $104.46 $358 - $418
2.32K $236K
EPD
Enterprise Products Partners L.P.

Energy
-189
- 1.33%
$30.74 - $32.14 $5.81K - $6.07K
14K $439K
IEFA
Ishares Tr

ETFs
-2.53K
- 4.42%
$81.7 - $87.53 $207K - $221K
54.6K $4.77M
EAPR
Innovator Etfs Tr Emerging Mkt
-531
- 4.43%
$27.94 - $29.17 $14.8K - $15.5K
11.5K $334K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
-618
- 5.58%
$8.55 - $9.1 $5.28K - $5.62K
10.5K $95K
LYG
Lloyds Banking Group PLC

Financial Services
-1.72K
- 7.27%
$4.03 - $4.63 $6.94K - $7.97K
22K $99K
Natwest Group PLC
-1.73K
- 5.19%
N/A
31.5K $0
Arista Networks Inc
-3.02K
- 7.2%
N/A
39K $0
Smurfit Westrock PLC
-1.1K
- 8.93%
N/A
11.3K $0
Blackrock Inc
-6
- 0.96%
N/A
620 $0
Jacobs Solutions Inc
-180
- 4.97%
N/A
3.44K $0
Labcorp Holdings Inc
-169
- 15.16%
N/A
946 $0
Cooper Cos Inc
-421
- 9.95%
N/A
3.81K $0
Canadian Pacific Kansas City
-145
- 2.25%
N/A
6.29K $0
MTZ
Mastec Inc

Industrials
-236
- 19.85%
$168.23 - $212.81 $39.7K - $50.2K
953 $202K
LCTD
Blackrock ETF World Ex Us Carb
-1.93K
- 28.23%
N/A
4.92K $0
ED
Consolidated Edison Inc

Utilities
-16
- 0.24%
$95.57 - $105.36 $1.53K - $1.69K
6.59K $662K
America Movil Sab De Cv
-658
- 5.9%
N/A
10.5K $0
Kenvue Inc
-35.3K
- 67.89%
N/A
16.7K $0
PNOV
Innovator U.S. Equity Power Bu
-3.11K
- 5.66%
N/A
51.8K $0
TMUS
T Mobile Us, Inc.

Communication Services
-1
- 0.07%
$226.02 - $259.01 $226 - $259
1.45K $345K
SSNC
Ss&C Technologies Holdings Inc

Technology
-205
- 6.23%
$81.85 - $90.2 $16.8K - $18.5K
3.09K $274K
PRI
Primerica, Inc.

Financial Services
-6
- 0.56%
$255.46 - $285.58 $1.53K - $1.71K
1.08K $298K
ILCV
Ishares Morningstar Value ETF

ETFs
-348
- 6.63%
$82.86 - $90.02 $28.8K - $31.3K
4.9K $441K
MDT
Medtronic PLC

Healthcare
-323
- 7.26%
$87.67 - $95.74 $28.3K - $30.9K
4.13K $393K
AMAT
Applied Materials Inc

Technology
-103
- 8.25%
$156.25 - $204.95 $16.1K - $21.1K
1.15K $234K
VOE
Vanguard Mid Cap Value Index F

ETFs
-808
- 5.5%
$164.63 - $174.58 $133K - $141K
13.9K $2.42M
LDOS
Leidos Holdings, Inc.

Technology
-238
- 13.56%
$159.2 - $188.96 $37.9K - $45K
1.52K $286K
NDSN
Nordson Corp

Industrials
-25
- 1.96%
$209.25 - $227.98 $5.23K - $5.7K
1.25K $283K
RGEN
Repligen Corp

Healthcare
-62
- 2.97%
$111.43 - $134.0 $6.91K - $8.31K
2.03K $271K
TCOM
Trip.Com Group LTD

Consumer Cyclical
-774
- 17.52%
$58.74 - $78.52 $45.5K - $60.8K
3.64K $273K
IBKR
Interactive Brokers Group, Inc.

Financial Services
-1.46K
- 16.66%
$56.32 - $68.81 $82.3K - $101K
7.31K $503K
VAW
Vanguard Materials ETF

ETFs
-5
- 0.26%
$193.21 - $210.15 $966 - $1.05K
1.89K $386K
SITE
Site One Landscape Supply, Inc.

Industrials
-22
- 0.82%
$121.97 - $152.97 $2.68K - $3.37K
2.65K $340K
CSGP
Costar Group, Inc.

Real Estate
-12
- 0.25%
$81.42 - $96.83 $977 - $1.16K
4.86K $410K
VHT
Vanguard Health Care ETF

ETFs
-29
- 1.18%
$239.12 - $259.95 $6.93K - $7.54K
2.44K $632K
NXPI
Nxp Semiconductors N.V.

Technology
-5
- 0.22%
$205.16 - $239.07 $1.03K - $1.2K
2.26K $514K
ASX
Ase Technology Holding Co., Ltd.

Technology
-119
- 0.43%
$9.5 - $11.71 $1.13K - $1.39K
27.7K $307K
POOL
Pool Corp

Industrials
-26
- 1.68%
$292.13 - $333.62 $7.6K - $8.67K
1.52K $472K
RPM
Rpm International Inc

Basic Materials
-10
- 0.34%
$110.07 - $128.23 $1.1K - $1.28K
2.92K $344K
WRB
Berkley W R Corp

Financial Services
-65
- 0.78%
$67.78 - $76.62 $4.41K - $4.98K
8.32K $637K
MUB
Ishares National Muni Bond ETF

ETFs
-268
- 0.97%
$103.24 - $106.68 $27.7K - $28.6K
27.3K $2.91M
TRV
Travelers Companies, Inc.

Financial Services
-145
- 2.55%
$250.62 - $279.43 $36.3K - $40.5K
5.54K $1.55M
IXUS
Ishares Tr

ETFs
-25
- 0.47%
$76.35 - $82.58 $1.91K - $2.06K
5.28K $436K
ADI
Analog Devices Inc

Technology
-5
- 0.14%
$220.68 - $255.63 $1.1K - $1.28K
3.57K $878K
MCD
Mcdonalds Corp

Consumer Cyclical
-185
- 2.58%
$291.67 - $316.99 $54K - $58.6K
7K $2.13M
ENSG
Ensign Group, Inc

Healthcare
-28
- 1.56%
$136.36 - $174.12 $3.82K - $4.88K
1.77K $305K
VIS
Vanguard Industrial ETF

ETFs
-8
- 0.42%
$281.0 - $296.29 $2.25K - $2.37K
1.88K $557K
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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