Wealth Alliance Advisory Group, LLC Incresed Positions in Q2 2025

Wealth Alliance Advisory Group, LLC

  • $456 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
2.66K
+ 3.48%
$498.8 - $620.9 $1.33M - $1.65M
79.1K $49.1M
VUG
Vanguard Growth ETF

ETFs
2.48K
+ 4.3%
$329.49 - $438.4 $818K - $1.09M
60.2K $26.4M
NVDA
Nvidia Corp

Technology
4.6K
+ 6.7%
$94.31 - $157.99 $434K - $727K
73.3K $11.6M
MSFT
Microsoft Corp

Technology
1.6K
+ 8.89%
$354.56 - $497.45 $567K - $795K
19.6K $9.74M
AVGO
Broadcom Inc.

Technology
2.95K
+ 17.35%
$146.29 - $275.65 $432K - $813K
20K $5.5M
VTV
Vanguard Value ETF

ETFs
6.26K
+ 3.29%
$153.67 - $176.74 $962K - $1.11M
196K $34.7M
ORCL
Oracle Corp

Technology
1.75K
+ 9.11%
$122.82 - $218.63 $214K - $382K
20.9K $4.57M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
12.3K
+ 2.65%
$26.38 - $32.66 $324K - $401K
475K $15.5M
VTI
Vanguard Total Stock Market Et

ETFs
1.4K
+ 3.86%
$243.75 - $303.93 $342K - $426K
37.7K $11.5M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
891
+ 3.72%
$468.22 - $566.51 $417K - $505K
24.8K $14.1M
META
Meta Platforms, Inc.

Communication Services
564
+ 11.2%
$484.66 - $738.09 $273K - $416K
5.6K $4.13M
CSCO
Cisco Systems, Inc.

Technology
11.1K
+ 32.2%
$53.19 - $69.38 $592K - $772K
45.7K $3.17M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
4.39K
+ 4.76%
$60.34 - $74.89 $265K - $329K
96.5K $7.23M
CRM
Salesforce, Inc.

Technology
3.16K
+ 60.16%
$236.26 - $291.15 $747K - $920K
8.42K $2.29M
CAT
Caterpillar Inc

Industrials
1.04K
+ 20.67%
$273.94 - $388.21 $285K - $405K
6.08K $2.36M
GE
General Electric CO

Industrials
448
+ 4.48%
$166.81 - $257.39 $74.7K - $115K
10.4K $2.69M
JNJ
Johnson & Johnson

Healthcare
5.1K
+ 51.82%
$146.36 - $159.82 $746K - $815K
14.9K $2.28M
JPM
Jpmorgan Chase & CO

Financial Services
175
+ 1.33%
$210.28 - $289.91 $36.8K - $50.7K
13.3K $3.86M
FYX
First Tr Small Cap Core Alphad

ETFs
2.39K
+ 4.0%
$79.22 - $97.28 $189K - $233K
62.2K $6.05M
MCD
Mcdonalds Corp

Consumer Cyclical
2.65K
+ 30.15%
$285.55 - $321.23 $757K - $851K
11.4K $3.34M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.88K
+ 2.02%
$34.72 - $42.74 $100K - $123K
145K $6.22M
WMT
Walmart Inc.

Consumer Defensive
1.06K
+ 2.17%
$81.79 - $99.98 $86.5K - $106K
49.7K $4.86M
GS
Goldman Sachs Group Inc

Financial Services
179
+ 7.2%
$462.22 - $707.75 $82.7K - $127K
2.66K $1.89M
ARL
American Realty Investors Inc

Real Estate
1.77K
+ 1.07%
$10.58 - $15.24 $18.7K - $27K
167K $2.35M
MRK
Merck & Co., Inc.

Healthcare
6.35K
+ 212.23%
$73.47 - $87.12 $467K - $553K
9.34K $739K
QQQ
Invesco Qqq Trust, Series 1

ETFs
509
+ 60.96%
$416.06 - $551.64 $212K - $281K
1.34K $741K
RTX
Raytheon Technologies Corp

Industrials
375
+ 1.78%
$113.75 - $148.48 $42.7K - $55.7K
21.4K $3.12M
HD
Home Depot, Inc.

Consumer Cyclical
921
+ 14.92%
$335.24 - $380.78 $309K - $351K
7.1K $2.6M
ABBV
Abb Vie Inc.

Healthcare
3.05K
+ 30.13%
$170.16 - $206.27 $518K - $629K
13.2K $2.44M
SPY
Spdr S&P 500 ETF Trust

ETFs
125
+ 3.54%
$496.48 - $617.85 $62.1K - $77.2K
3.65K $2.26M
ET
Energy Transfer LP

Energy
15.5K
+ 33.67%
$15.65 - $18.93 $243K - $294K
61.6K $1.12M
COP
Conocophillips

Energy
5.97K
+ 30.03%
$82.66 - $106.1 $494K - $634K
25.9K $2.32M
TGT
Target Corp

Consumer Defensive
2.24K
+ 75.97%
$88.76 - $105.77 $199K - $237K
5.19K $512K
COST
Costco Wholesale Corp

Consumer Defensive
99
+ 5.04%
$908.13 - $1056.85 $89.9K - $105K
2.06K $2.04M
TXN
Texas Instruments Inc

Technology
916
+ 37.53%
N/A
3.36K $653K
TSLA
Tesla, Inc.

Consumer Cyclical
245
+ 18.46%
$221.86 - $362.89 $54.4K - $88.9K
1.57K $499K
UPS
United Parcel Service Inc

Industrials
1.67K
+ 36.86%
$91.92 - $110.2 $154K - $184K
6.2K $626K
GIS
General Mills Inc

Consumer Defensive
3.08K
+ 74.06%
$50.37 - $60.97 $155K - $188K
7.24K $375K
LMT
Lockheed Martin Corp

Industrials
203
+ 14.29%
$430.82 - $486.45 $87.5K - $98.7K
1.62K $752K
MA
Mastercard Inc

Financial Services
116
+ 4.5%
$479.92 - $590.74 $55.7K - $68.5K
2.69K $1.51M
XLRE
Select Sector Spdr Tr Real Est

ETFs
2.19K
+ 9.01%
$37.08 - $42.26 $81.1K - $92.4K
26.5K $1.1M
FANG
Diamondback Energy, Inc.

Energy
801
+ 62.24%
$119.25 - $161.49 $95.5K - $129K
2.09K $286K
GLD
Spdr Gold Trust

ETFs
180
+ 12.85%
$273.71 - $316.29 $49.3K - $56.9K
1.58K $481K
FLMI
Franklin Dynamic Municipal Bon

ETFs
3.85K
+ 2.28%
$23.57 - $24.6 $90.6K - $94.6K
173K $4.19M
KO
Coca Cola CO

Consumer Defensive
1.18K
+ 8.99%
$68.37 - $73.9 $80.3K - $86.8K
14.2K $1.01M
HES
Hess Corp

Energy
1.1K
+ 26.76%
$126.32 - $161.29 $139K - $177K
5.21K $721K
INTC
Intel Corp

Technology
3K
+ 30.79%
$18.13 - $22.69 $54.4K - $68.1K
12.7K $285K
SHOP
Shopify Inc.

Technology
30
+ 0.96%
$76.89 - $115.35 $2.31K - $3.46K
3.16K $364K
MUB
Ishares National Muni Bond ETF

ETFs
580
+ 8.01%
$102.31 - $105.8 $59.3K - $61.4K
7.82K $817K
Activity Summary
Buys All Purchases 85 New Holdings 9 Increased Positions 76 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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