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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$63.4B
$1.04 Million 0.12% of portfolio
2,273
Q3 2025 Reduced 0.57%
$55.6B
$1.12 Million 0.12% of portfolio
7,634
Q3 2025 Reduced 38.81%
$222B
$1.1 Million 0.12% of portfolio
2,274
Q3 2025 Reduced 19.96%
$181B
$1.11 Million 0.12% of portfolio
39,195
Q3 2025 Reduced 36.54%
$328B
$1.11 Million 0.12% of portfolio
3,697
Q3 2025 Added 12.06%
$279B
$1.06 Million 0.12% of portfolio
3,957
Q3 2025 Added 0.48%
$152B
$1.02 Million 0.11% of portfolio
4,142
Q3 2025 Reduced 24.51%
$0
$966,000 0.11% of portfolio
7,675
Q3 2025 Reduced 1.84%
$104B
$976,000 0.11% of portfolio
14,777
Q3 2025 Added 20.41%
$23.5B
$1.04 Million 0.11% of portfolio
1,767
Q3 2025 Reduced 5.05%
$190B
$986,000 0.11% of portfolio
9,719
Q3 2025 Added 2.22%
$132B
$1.04 Million 0.11% of portfolio
4,923
Q3 2025 Added 3.71%
$12.6B
$1.02 Million 0.11% of portfolio
125,143
Q3 2025 Added 159.62%
$0
$999,000 0.11% of portfolio
8,964
Q3 2025 Added 0.44%
$190B
$980,000 0.11% of portfolio
61,534
Q3 2025 Reduced 2.85%
$0
$1 Million 0.11% of portfolio
1,640
Q3 2025 Added 2.63%
$79.1B
$883,000 0.1% of portfolio
4,941
Q3 2025 Added 14.56%
$71.5B
$874,000 0.1% of portfolio
1,117
Q3 2025 Added 5.58%
$291B
$916,000 0.1% of portfolio
1,920
Q3 2025 Reduced 0.57%
$118B
$878,000 0.1% of portfolio
3,574
Q3 2025 Reduced 0.14%
$84B
$941,000 0.1% of portfolio
4,896
Q3 2025 Reduced 3.68%
$104B
$932,000 0.1% of portfolio
3,177
Q3 2025 Reduced 0.41%
$174B
$945,000 0.1% of portfolio
6,359
Q3 2025 Reduced 19.92%
$82.2B
$939,000 0.1% of portfolio
4,165
Q3 2025 Added 7.29%
$0
$913,000 0.1% of portfolio
23,823
Q2 2025 Added 23.38%
$156B
$923,000 0.1% of portfolio
8,317
Q3 2025 Reduced 20.4%
$35.1B
$890,000 0.1% of portfolio
7,161
Q3 2025 Added 61.47%
$59.7B
$940,000 0.1% of portfolio
1,906
Q3 2025 Added 18.9%
$235B
$944,000 0.1% of portfolio
11,257
Q3 2025 Reduced 31.7%
$0
$843,000 0.09% of portfolio
14,717
Q3 2025 Reduced 21.98%
$0
$824,000 0.09% of portfolio
12,685
Q3 2025 New
$0
$813,000 0.09% of portfolio
12,422
Q3 2025 Reduced 58.27%
$306B
$813,000 0.09% of portfolio
12,269
Q3 2025 Reduced 9.68%
$0
$807,000 0.09% of portfolio
34,260
Q3 2025 Added 13.77%
$0
$808,000 0.09% of portfolio
23,639
Q2 2025 Added 5.78%
$0
$851,000 0.09% of portfolio
15,042
Q3 2025 Reduced 1.64%
$0
$829,000 0.09% of portfolio
30,385
Q3 2025 Reduced 9.82%
$0
$777,000 0.09% of portfolio
4,097
Q3 2025 Added 0.22%
$0
$832,000 0.09% of portfolio
1,778
Q3 2025 Added 216.37%
$136B
$854,000 0.09% of portfolio
3,617
Q3 2025 Reduced 32.89%
$99.5B
$803,000 0.09% of portfolio
17,816
Q3 2025 Reduced 4.46%
$69.4B
$831,000 0.09% of portfolio
10,134
Q3 2025 Reduced 3.98%
$98.1B
$785,000 0.09% of portfolio
4,595
Q3 2025 Reduced 0.24%
$0
$789,000 0.09% of portfolio
2,564
Q3 2025 Reduced 8.36%
$0
$776,000 0.09% of portfolio
55,482
Q3 2025 Reduced 0.39%
$11.4B
$810,000 0.09% of portfolio
2,005
Q3 2025 Reduced 0.3%
$68.4B
$856,000 0.09% of portfolio
25,066
Q3 2025 Added 39.94%
$77.2B
$694,000 0.08% of portfolio
3,265
Q3 2025 Added 40.85%
$26.3B
$739,000 0.08% of portfolio
3,955
Q3 2025 Reduced 6.66%

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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