Wealth Alliance Advisory Group, LLC Purchases in Q1 2025

Wealth Alliance Advisory Group, LLC

  • $416 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
463K
New
$27.47 - $30.62 $12.7M - $14.2M
463K $13.8M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
92.1K
New
$67.03 - $74.61 $6.18M - $6.87M
92.1K $6.23M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
111K
+ 19.13%
$44.41 - $45.98 $4.91M - $5.09M
689K $31.4M
VTV
Vanguard Value ETF

ETFs
28.2K
+ 17.38%
$167.73 - $179.21 $4.72M - $5.05M
190K $32.5M
FLMI
Franklin Dynamic Municipal Bon

ETFs
169K
New
$24.22 - $24.86 $4.09M - $4.19M
169K $4.11M
VUG
Vanguard Growth ETF

ETFs
13.3K
+ 29.89%
$369.1 - $427.61 $4.9M - $5.68M
57.7K $21.4M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
51.1K
+ 20.04%
$24.73 - $25.62 $1.26M - $1.31M
306K $7.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.15K
+ 12.18%
$442.66 - $534.52 $508K - $614K
10.6K $5.55M
XLRE
Select Sector Spdr Tr Real Est

ETFs
24.3K
New
$39.18 - $43.52 $951K - $1.06M
24.3K $1.01M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
20K
+ 11.32%
$51.26 - $52.53 $1.02M - $1.05M
197K $10.1M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
19K
+ 10.31%
$49.69 - $50.76 $942K - $963K
203K $10.1M
ACN
Accenture PLC

Technology
2.76K
New
$300.91 - $398.25 $831K - $1.1M
2.76K $862K
WMT
Walmart Inc.

Consumer Defensive
10.7K
+ 28.32%
$84.5 - $105.05 $908K - $1.13M
48.7K $4.27M
RTX
Raytheon Technologies Corp

Industrials
3.74K
+ 21.61%
$114.1 - $135.66 $426K - $507K
21K $2.78M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
13.7K
+ 15.86%
$50.72 - $50.92 $693K - $696K
99.9K $5.07M
SIXH
Exchange Trd Con Tr Etc 6 Meri

ETFs
16.8K
New
$36.37 - $39.49 $612K - $665K
16.8K $654K
COST
Costco Wholesale Corp

Consumer Defensive
618
+ 45.91%
$890.62 - $1076.86 $550K - $665K
1.96K $1.86M
GE
General Electric CO

Industrials
1.66K
+ 19.89%
$168.59 - $212.13 $279K - $351K
9.99K $2M
CVX
Chevron Corp

Energy
358
+ 1.68%
$146.71 - $167.97 $52.5K - $60.1K
21.7K $3.63M
SIXL
Exchange Trad Concept Tr Etc 6

ETFs
13.9K
New
$36.37 - $38.19 $505K - $530K
13.9K $518K
ABBV
Abb Vie Inc.

Healthcare
838
+ 9.03%
$169.2 - $216.66 $142K - $182K
10.1K $2.12M
HD
Home Depot, Inc.

Consumer Cyclical
1.52K
+ 32.77%
$347.25 - $424.87 $529K - $648K
6.17K $2.26M
TMO
Thermo Fisher Scientific Inc.

Healthcare
813
+ 73.77%
$497.6 - $606.74 $405K - $493K
1.92K $952K
NOW
Service Now, Inc.

Technology
415
New
$783.83 - $1170.39 $325K - $486K
415 $330K
PAA
Plains All American Pipeline LP

Energy
2.87K
+ 3.18%
$17.32 - $20.96 $49.7K - $60.2K
93.2K $1.86M
LLY
Eli Lilly & CO

Healthcare
68
+ 1.48%
$725.72 - $929.72 $49.3K - $63.2K
4.65K $3.84M
COP
Conocophillips

Energy
1.42K
+ 7.71%
$88.6 - $105.85 $126K - $151K
19.9K $2.09M
GS
Goldman Sachs Group Inc

Financial Services
555
+ 28.76%
$524.81 - $672.19 $291K - $373K
2.49K $1.36M
VTI
Vanguard Total Stock Market Et

ETFs
2.88K
+ 8.6%
$271.18 - $303.12 $781K - $873K
36.3K $9.94M
NEE
Nextera Energy Inc

Utilities
3.52K
+ 24.97%
$66.96 - $76.16 $235K - $268K
17.6K $1.25M
WPM
Wheaton Precious Metals Corp.

Basic Materials
3.03K
New
$55.75 - $77.63 $169K - $235K
3.03K $234K
SLV
I Shares Silver Trust

ETFs
7.3K
New
$26.93 - $31.32 $197K - $229K
7.3K $226K
AEM
Agnico Eagle Mines LTD

Basic Materials
2.06K
New
$79.66 - $108.41 $164K - $223K
2.06K $223K
OGE
Oge Energy Corp.

Utilities
4.78K
New
$39.76 - $46.32 $190K - $221K
4.78K $219K
SUN
Sunoco LP

Energy
3.65K
New
$51.29 - $59.25 $187K - $216K
3.65K $216K
HCA
Hca Healthcare, Inc.

Healthcare
608
New
$296.7 - $345.55 $180K - $210K
608 $210K
FANG
Diamondback Energy, Inc.

Energy
1.29K
New
$139.9 - $180.18 $180K - $232K
1.29K $205K
MA
Mastercard Inc

Financial Services
279
+ 12.14%
$504.67 - $576.31 $141K - $161K
2.58K $1.41M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.8K
+ 72.13%
$120.29 - $134.6 $216K - $242K
4.29K $521K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4K
+ 12.2%
$49.25 - $50.66 $197K - $203K
36.8K $1.82M
CAT
Caterpillar Inc

Industrials
910
+ 22.02%
$326.75 - $407.63 $297K - $371K
5.04K $1.66M
VMO
Invesco Municipal Opportunity Trust

Financial Services
16.9K
+ 46.28%
$9.44 - $9.93 $160K - $168K
53.5K $505K
GLD
Spdr Gold Trust

ETFs
257
+ 22.47%
$243.19 - $288.14 $62.5K - $74.1K
1.4K $403K
KO
Coca Cola CO

Consumer Defensive
54
+ 0.41%
$60.81 - $72.32 $3.28K - $3.91K
13.1K $935K
HES
Hess Corp

Energy
100
+ 2.49%
$135.42 - $160.52 $13.5K - $16.1K
4.11K $656K
PSX
Phillips 66

Energy
294
+ 3.37%
$113.93 - $131.55 $33.5K - $38.7K
9.03K $1.12M
UNH
Unitedhealth Group Inc

Healthcare
70
+ 1.5%
$461.52 - $548.18 $32.3K - $38.4K
4.73K $2.48M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
10.1K
+ 18.18%
$12.03 - $12.69 $121K - $128K
65.3K $789K
PLTR
Palantir Technologies Inc.

Technology
780
+ 24.76%
$64.98 - $124.62 $50.7K - $97.2K
3.93K $331K
Activity Summary
Buys All Purchases 89 New Holdings 18 Increased Positions 71 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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