Wealth Alliance Portfolio Holdings

Wealth Alliance

  • $902 Million
  • Q3 2025

Wealth Alliance has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $902 Million distributed in 554 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $87.7M, Ishares Core S&P 500 ETF with a value of $37.1M, Blackrock ETF Tr U S Equity Fa with a value of $28M, Ishares S&P 500 Value ETF with a value of $27M, and Ishares S&P 500 Growth ETF with a value of $26.1M.

Examining the 13F form we can see an increase of $59.5M in the current position value, from $843M to 902M.

Wealth Alliance is based out at Mellville, NY

Below you can find more details about Wealth Alliance portfolio as well as his latest detailed transactions.

Portfolio value $902 Million
ETFs: $430 Million
Technology: $185 Million
Financial Services: $57.5 Million
Healthcare: $45.3 Million
Consumer Cyclical: $37.9 Million
Communication Services: $34.2 Million
Industrials: $29.6 Million
Consumer Defensive: $26.3 Million
Other: $55.5 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$87.7 Million 9.72% of portfolio
344,294
Q3 2025 Reduced 0.59%
$3.78T
$22.2 Million 2.46% of portfolio
42,915
Q3 2025 Added 1.5%
$465B
$14.4 Million 1.59% of portfolio
77,018
Q3 2025 Added 9.51%
$2.39T
$13.3 Million 1.47% of portfolio
60,361
Q3 2025 Reduced 2.47%
$1.37T
$9.57 Million 1.06% of portfolio
13,036
Q3 2025 Reduced 0.04%
$139B
$8.66 Million 0.96% of portfolio
26,259
Q3 2025 Reduced 1.87%
$1.65T
$7.58 Million 0.84% of portfolio
31,170
Q3 2025 Reduced 4.87%
$971B
$6.07 Million 0.67% of portfolio
7,960
Q3 2025 Reduced 5.03%
$881B
$5.65 Million 0.63% of portfolio
17,920
Q3 2025 Added 2.05%
$414B
$5.46 Million 0.6% of portfolio
23,579
Q3 2025 Reduced 10.13%
$1.46T
$4.9 Million 0.54% of portfolio
17,538
Q3 2025 Added 1.46%
$522B
$4.87 Million 0.54% of portfolio
26,286
Q3 2025 Added 8.96%
$490B
$4.28 Million 0.47% of portfolio
37,974
Q3 2025 Added 1.53%
$49.1B
$3.89 Million 0.43% of portfolio
3,247
Q3 2025 Reduced 4.42%
$1.74T
$3.84 Million 0.43% of portfolio
15,762
Q3 2025 Reduced 0.47%
$346B
$3.86 Million 0.43% of portfolio
25,148
Q3 2025 Reduced 1.87%
$183B
$3.78 Million 0.42% of portfolio
13,412
Q3 2025 Added 4.64%
$533B
$3.8 Million 0.42% of portfolio
11,124
Q3 2025 Reduced 8.26%
$303B
$3.61 Million 0.4% of portfolio
23,253
Q3 2025 Added 1.85%
$662B
$3.52 Million 0.39% of portfolio
7,009
Q3 2025 Reduced 7.2%
$172B
$3.39 Million 0.38% of portfolio
77,227
Q3 2025 Added 12.77%
$593B
$3.26 Million 0.36% of portfolio
11,582
Q3 2025 Added 3.52%
$204B
$3.24 Million 0.36% of portfolio
23,091
Q3 2025 Added 9.13%
$404B
$3.15 Million 0.35% of portfolio
3,408
Q3 2025 Added 1.22%
$279B
$2.89 Million 0.32% of portfolio
28,011
Q3 2025 Reduced 0.98%
$114B
$2.92 Million 0.32% of portfolio
25,539
Q3 2025 Added 35.61%
$140B
$2.79 Million 0.31% of portfolio
7,451
Q3 2025 Reduced 1.77%
$168B
$2.69 Million 0.3% of portfolio
35,696
Q3 2025 Added 1.61%
$237B
$2.74 Million 0.3% of portfolio
16,877
Q3 2025 Added 6.76%
$405B
$2.62 Million 0.29% of portfolio
2,709
Q3 2025 Added 35.45%
$512B
$2.54 Million 0.28% of portfolio
4,459
Q3 2025 Reduced 1.7%
$367B
$2.43 Million 0.27% of portfolio
5,990
Q3 2025 Added 2.55%
$96.4B
$2.36 Million 0.26% of portfolio
19,099
Q3 2025 Added 4.22%
$141B
$2.33 Million 0.26% of portfolio
91,345
Q3 2025 Added 40.47%
$74.3B
$2.36 Million 0.26% of portfolio
11,740
Q3 2025 Reduced 1.73%
$265B
$2.22 Million 0.25% of portfolio
2,783
Q3 2025 Added 1.46%
$224B
$2.13 Million 0.24% of portfolio
6,996
Q3 2025 Reduced 2.58%
$56.6B
$2.06 Million 0.23% of portfolio
28,368
Q3 2025 Added 3.99%
$173B
$2.08 Million 0.23% of portfolio
30,372
Q3 2025 Added 11.4%
$193B
$2.12 Million 0.23% of portfolio
18,486
Q3 2025 Reduced 9.1%
$89.7B
$1.99 Million 0.22% of portfolio
9,882
Q3 2025 Added 7.75%
$96.7B
$1.96 Million 0.22% of portfolio
38,767
Q3 2025 Added 4.1%
$258B
$1.9 Million 0.21% of portfolio
11,353
Q3 2025 Reduced 3.07%
$228B
$1.91 Million 0.21% of portfolio
14,290
Q3 2025 Reduced 5.2%
$44.1B
$1.91 Million 0.21% of portfolio
23,679
Q3 2025 Added 3.16%
$67.6B
$1.78 Million 0.2% of portfolio
36,753
Q3 2025 Added 18.88%
$319B
$1.79 Million 0.2% of portfolio
26,176
Q3 2025 Added 9.38%
$207M
$1.82 Million 0.2% of portfolio
28,474
Q1 2023 Added 23.91%
$255B
$1.77 Million 0.2% of portfolio
5,338
Q3 2025 Reduced 1.46%

Summary

  • Portfolio
  • No. of Stocks 554
  • Current Value $902 Million
  • Prior Value $843 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 61 stocks
  • Additional Purchases 196 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 260 stocks
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