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.
