Wealth Alliance Portfolio Holdings
Wealth Alliance
- $818 Million
- Q3 2024
Wealth Alliance has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $818 Million distributed in 521 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $83.9M, Ishares Core S&P 500 ETF with a value of $56.2M, Ishares Core Total Usd Bond Ma with a value of $26.1M, Ishares S&P 500 Growth ETF with a value of $22.7M, and Microsoft Corp with a value of $18M.
Examining the 13F form we can see an increase of $58.3M in the current position value, from $760M to 818M.
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
$818 Million
ETFs: $374 Million
Technology: $171 Million
Healthcare: $49.7 Million
Financial Services: $47.1 Million
Consumer Cyclical: $33 Million
Industrials: $31.3 Million
Communication Services: $30 Million
Consumer Defensive: $25.9 Million
Other: $53.9 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 521
- Current Value $818 Million
- Prior Value $760 Million
- Filing
- Period Q3 2024
- Filing Date November 04, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 41 stocks
- Additional Purchases 240 stocks
- Sold out of 0 stocks
- Reduced holdings in 209 stocks