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
HSY
Hershey CO

Consumer Defensive
419
+ 29.82%
$144.74 - $186.36 $60.6K - $78.1K
1.82K $311K
PAGP
Plains Gp Holdings LP

Energy
1.45K
+ 13.29%
$18.52 - $22.13 $26.8K - $32.1K
12.4K $265K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
5.95K
+ 21.3%
$11.4 - $11.96 $67.8K - $71.1K
33.9K $386K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
1.13K
+ 9.89%
$42.18 - $45.16 $47.7K - $51K
12.6K $548K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
271
+ 1.84%
$95.85 - $99.25 $26K - $26.9K
15K $1.48M
PHYS
Sprott Physical Gold Trust

Financial Services
275
+ 2.27%
$20.25 - $24.06 $5.57K - $6.62K
12.4K $294K
PML
Pimco Municipal Income Fund Ii

Financial Services
6K
+ 19.11%
$8.04 - $8.62 $48.2K - $51.7K
37.4K $300K
KMB
Kimberly Clark Corp

Consumer Defensive
19
+ 0.5%
$124.46 - $147.4 $2.36K - $2.8K
3.79K $539K
EOG
Eog Resources Inc

Energy
34
+ 0.59%
$120.54 - $138.05 $4.1K - $4.69K
5.8K $743K
FAST
Fastenal CO

Industrials
28
+ 0.52%
$71.11 - $79.98 $1.99K - $2.24K
5.45K $422K
VKQ
Invesco Municipal Trust

Financial Services
3.45K
+ 5.19%
$9.53 - $10.07 $32.9K - $34.7K
70K $675K
F
Ford Motor CO

Consumer Cyclical
419
+ 0.73%
$9.12 - $10.43 $3.82K - $4.37K
58.2K $583K
CINF
Cincinnati Financial Corp

Financial Services
14
+ 0.96%
$133.67 - $147.81 $1.87K - $2.07K
1.47K $217K
TXN
Texas Instruments Inc

Technology
25
+ 1.03%
N/A
2.44K $475K
Linde PLC
302
+ 13.36%
N/A
2.56K $0
Fidelity Covington Trust
798K
New
N/A
798K $0
Pimco ETF Tr
292K
+ 39.74%
N/A
1.03M $0
Tidal Tr Ii
1.78K
+ 10.4%
N/A
18.8K $0
Blackrock Inc
563
New
N/A
563 $0
Lam Research Corp
2.75K
New
N/A
2.75K $0
META
Meta Platforms, Inc.

Communication Services
102
+ 2.07%
$576.36 - $736.67 $58.8K - $75.1K
5.04K $2.9M
LYB
Lyondell Basell Industries N.V.

Basic Materials
24
+ 0.73%
$69.82 - $78.67 $1.68K - $1.89K
3.32K $233K
MTB
M&T Bank Corp

Financial Services
6
+ 0.39%
$170.47 - $201.98 $1.02K - $1.21K
1.56K $278K
FITB
Fifth Third Bancorp

Financial Services
32
+ 0.5%
$37.48 - $44.96 $1.2K - $1.44K
6.4K $250K
HBAN
Huntington Bancshares Inc

Financial Services
75
+ 0.4%
$14.28 - $17.39 $1.07K - $1.3K
18.9K $284K
PFE
Pfizer Inc

Healthcare
414
+ 1.33%
$25.01 - $27.13 $10.4K - $11.2K
31.6K $801K
VST
Vistra Corp.

Utilities
90
+ 4.5%
$108.49 - $191.89 $9.76K - $17.3K
2.09K $245K
UPS
United Parcel Service Inc

Industrials
328
+ 7.8%
$109.66 - $136.26 $36K - $44.7K
4.53K $498K
TROW
Price T Rowe Group Inc

Financial Services
14
+ 0.57%
$91.57 - $116.93 $1.28K - $1.64K
2.46K $225K
TGT
Target Corp

Consumer Defensive
202
+ 7.35%
$103.65 - $142.5 $20.9K - $28.8K
2.95K $307K
SPY
Spdr S&P 500 ETF Trust

ETFs
7
+ 0.2%
$551.42 - $612.93 $3.86K - $4.29K
3.53K $1.97M
CRM
Salesforce, Inc.

Technology
730
+ 16.14%
$268.36 - $359.95 $196K - $263K
5.25K $1.41M
UPRO
Proshares Trust Proshares Ultr

ETFs
82
+ 1.1%
$71.19 - $99.29 $5.84K - $8.14K
7.54K $547K
TQQQ
Proshares Ultrapro Qqq

ETFs
117
+ 1.31%
$57.3 - $90.39 $6.7K - $10.6K
9.05K $518K
ARL
American Realty Investors Inc

Real Estate
15K
+ 10.0%
$10.35 - $16.13 $155K - $242K
165K $1.85M
ORCL
Oracle Corp

Technology
490
+ 2.63%
$139.81 - $186.47 $68.5K - $91.4K
19.2K $2.68M
GOOG
Alphabet Inc.

Communication Services
1.35K
+ 6.15%
$156.06 - $207.71 $211K - $280K
23.3K $3.64M
IVV
Ishares Core S&P 500 ETF

ETFs
77
+ 0.1%
$554.06 - $615.85 $42.7K - $47.4K
76.5K $42.7M
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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