Wealth Alliance Advisory Group, LLC has filed its 13F form on April 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $399 Million distributed in 188 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $45.3M, Vanguard Value ETF with a value of $25.8M, Fidelity Merrimack Str Tr Tota with a value of $24.2M, Spdr S&P Midcap 400 ETF Trust with a value of $22.1M, and J P Morgan Exchg Traded Fd Tr with a value of $16.4M.

Examining the 13F form we can see an increase of $33.9M in the current position value, from $365M to 399M.

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

Portfolio value $399 Million
ETFs: $238 Million
Technology: $36.9 Million
Financial Services: $29.8 Million
Energy: $26.1 Million
Healthcare: $17.3 Million
Consumer Defensive: $13.5 Million
Consumer Cyclical: $11 Million
Communication Services: $9.96 Million
Other: $16.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 188
  • Current Value $399 Million
  • Prior Value $365 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 16 stocks
  • Additional Purchases 89 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
Track This Portfolio

Track Wealth Alliance Advisory Group, LLC Portfolio

Follow Wealth Alliance Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Alliance Advisory Group, LLC, based on Form 13F filings with the SEC.


Stay updated on Wealth Alliance Advisory Group, LLC with notifications on news.