Wealth Alliance Sells in Q3 2025

Wealth Alliance

  • $902 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PH
Parker Hannifin Corp

Industrials
-27
- 3.21%
$697.13 - $769.67 $18.8K - $20.8K
815 $617K
SHOP
Shopify Inc.

Technology
-1.58K
- 19.92%
$112.11 - $157.12 $177K - $249K
6.36K $945K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-5
- 0.22%
$148.97 - $165.88 $745 - $829
2.28K $374K
VFH
Vanguard Financial ETF

ETFs
-46
- 0.47%
$125.23 - $132.78 $5.76K - $6.11K
9.71K $1.27M
MU
Micron Technology Inc

Technology
-338
- 16.29%
$104.88 - $168.89 $35.4K - $57.1K
1.74K $290K
VB
Vanguard Small Cap ETF

ETFs
-1.16K
- 6.06%
$237.58 - $259.17 $275K - $300K
18K $4.57M
HSY
Hershey CO

Consumer Defensive
-282
- 6.66%
$161.95 - $193.45 $45.7K - $54.6K
3.96K $739K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
-157
- 6.63%
$167.19 - $219.52 $26.2K - $34.5K
2.21K $485K
CVS
Cvs Health Corp

Healthcare
-125
- 1.58%
$58.75 - $76.5 $7.34K - $9.56K
7.79K $586K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-1
- 0.02%
$121.46 - $130.92 $121 - $131
4.74K $617K
AXP
American Express CO

Financial Services
-79
- 1.46%
$294.27 - $342.31 $23.2K - $27K
5.34K $1.77M
SONY
Sony Group Corp

Technology
-3.86K
- 6.55%
$23.92 - $30.07 $92.3K - $116K
55K $1.58M
SPG
Simon Property Group Inc

Real Estate
-262
- 6.81%
$159.93 - $187.67 $41.9K - $49.2K
3.58K $672K
EMGF
Ishares Msci Emerging Markets

ETFs
-251
- 1.64%
$51.93 - $56.75 $13K - $14.2K
15K $851K
PEY
Invesco Exchange Traded Fd Tr

ETFs
-133
- 0.15%
$20.38 - $21.7 $2.71K - $2.89K
86.8K $1.83M
SCCO
Southern Copper Corp

Basic Materials
-555
- 9.14%
$90.54 - $121.36 $50.2K - $67.4K
5.52K $669K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-144
- 1.84%
$115.96 - $125.95 $16.7K - $18.1K
7.68K $966K
PUK
Prudential PLC

Financial Services
-831
- 2.96%
$24.27 - $28.15 $20.2K - $23.4K
27.3K $763K
HLMN
Hillman Solutions Corp.

Industrials
-1.07K
- 2.9%
$7.39 - $10.35 $7.94K - $11.1K
36K $330K
BAC
Bank Of America Corp

Financial Services
-1.42K
- 4.15%
$44.92 - $52.42 $63.6K - $74.2K
32.7K $1.69M
MSI
Motorola Solutions, Inc.

Technology
-13
- 0.57%
$408.73 - $490.3 $5.31K - $6.37K
2.27K $1.04M
URI
United Rentals, Inc.

Industrials
-1
- 0.25%
$774.14 - $975.23 $774 - $975
392 $374K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-13
- 0.28%
$89.32 - $107.82 $1.16K - $1.4K
4.55K $490K
VBR
Vanguard Small Cap Value ETF

ETFs
-58
- 0.86%
$195.41 - $212.37 $11.3K - $12.3K
6.69K $1.4M
ETN
Eaton Corp PLC

Industrials
-134
- 1.77%
$342.99 - $392.76 $46K - $52.6K
7.45K $2.79M
TDY
Teledyne Technologies Inc

Technology
-94
- 5.05%
$509.51 - $586.04 $47.9K - $55.1K
1.77K $1.04M
TFC
Truist Financial Corp

Financial Services
-289
- 0.8%
$42.83 - $47.07 $12.4K - $13.6K
36K $1.65M
ZWS
Zurn Water Solutions Corp

Industrials
-65
- 0.77%
$36.48 - $47.94 $2.37K - $3.12K
8.38K $394K
ROAD
Construction Partners, Inc.

Industrials
-53
- 1.1%
$93.43 - $136.74 $4.95K - $7.25K
4.79K $607K
VBK
Vanguard Small Cap Growth ETF

ETFs
-100
- 1.65%
$276.51 - $305.12 $27.7K - $30.5K
5.96K $1.77M
BX
Blackstone Inc.

Financial Services
-11
- 0.24%
$152.77 - $188.68 $1.68K - $2.08K
4.6K $785K
VO
Vanguard Mid Cap ETF

ETFs
-290
- 2.2%
$279.83 - $293.74 $81.2K - $85.2K
12.9K $3.78M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.19K
- 2.04%
$62.09 - $66.51 $73.6K - $78.9K
57K $3.72M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-1.8K
- 2.85%
$13.29 - $16.05 $23.9K - $28.9K
61.5K $980K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-25
- 0.53%
$339.37 - $366.46 $8.48K - $9.16K
4.72K $1.73M
WMT
Walmart Inc.

Consumer Defensive
-276
- 0.98%
$94.4 - $104.27 $26.1K - $28.8K
28K $2.89M
VXF
Vanguard Extended Market ETF

ETFs
-599
- 3.98%
$193.58 - $213.07 $116K - $128K
14.5K $3.02M
PJAN
Innovator U.S. Equity Power Bu

ETFs
-22
- 0.03%
$43.95 - $45.8 $967 - $1.01K
71.6K $3.28M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-207
- 1.73%
$185.88 - $207.44 $38.5K - $42.9K
11.7K $2.36M
GMAB
Genmab A/S

Healthcare
-302
- 2.09%
$20.3 - $30.67 $6.13K - $9.26K
14.2K $434K
PMAR
Innovator U.S. Equity Power Bu

ETFs
-16
- 0.02%
$42.21 - $43.91 $675 - $703
83.7K $3.68M
MEDP
Medpace Holdings, Inc.

Healthcare
-79
- 7.96%
$308.88 - $514.16 $24.4K - $40.6K
913 $469K
CAT
Caterpillar Inc

Industrials
-11
- 0.57%
$390.92 - $477.15 $4.3K - $5.25K
1.92K $916K
AOA
Ishares Tr Core Aggressive All

ETFs
-1.28K
- 2.03%
$82.71 - $88.14 $106K - $113K
61.9K $5.46M
RTX
Raytheon Technologies Corp

Industrials
-360
- 3.07%
$144.19 - $167.33 $51.9K - $60.2K
11.4K $1.9M
LOW
Lowes Companies Inc

Consumer Cyclical
-88
- 1.18%
$215.01 - $273.02 $18.9K - $24K
7.35K $1.85M
PLTR
Palantir Technologies Inc.

Technology
-812
- 10.71%
$130.68 - $186.97 $106K - $152K
6.77K $1.23M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-308
- 1.22%
$108.46 - $120.63 $33.4K - $37.2K
24.9K $2.96M
CMI
Cummins Inc

Industrials
-23
- 0.81%
$327.85 - $426.39 $7.54K - $9.81K
2.8K $1.18M
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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