Wealth Alliance Advisory Group, LLC Incresed Positions in Q3 2024

Wealth Alliance Advisory Group, LLC

  • $441 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
1.34K
+ 0.83%
$159.75 - $174.57 $214K - $234K
162K $28.3M
IVV
Ishares Core S&P 500 ETF

ETFs
306
+ 0.4%
$520.18 - $576.82 $159K - $177K
77.5K $44.7M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
20.4K
+ 3.68%
$44.65 - $47.21 $909K - $962K
573K $26.8M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2K
+ 2.06%
$162.83 - $179.16 $326K - $359K
99.1K $17.7M
AAPL
Apple Inc.

Technology
1.06K
+ 2.04%
$207.23 - $234.82 $220K - $249K
52.9K $12.3M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
492
+ 1.55%
$523.84 - $572.02 $258K - $281K
32.3K $18.4M
FYX
First Tr Small Cap Core Alphad

ETFs
1.93K
+ 1.57%
$89.32 - $100.62 $172K - $194K
125K $12.4M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
4.18K
+ 1.57%
$60.25 - $66.85 $252K - $279K
270K $17.8M
VEA
Vanguard Ftse Developed Market

ETFs
3.98K
+ 1.78%
$47.6 - $53.31 $190K - $212K
228K $12.1M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.45K
+ 1.64%
$36.02 - $41.68 $124K - $144K
214K $8.82M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
482
+ 5.35%
$405.19 - $478.57 $195K - $231K
9.49K $4.37M
LMT
Lockheed Martin Corp

Industrials
1K
+ 132.89%
$460.3 - $584.56 $461K - $586K
1.76K $1.03M
ORCL
Oracle Corp

Technology
1.11K
+ 6.85%
$125.9 - $170.35 $140K - $190K
17.4K $2.96M
BMY
Bristol Myers Squibb CO

Healthcare
10.8K
+ 159.07%
$39.66 - $51.75 $430K - $561K
17.6K $912K
KO
Coca Cola CO

Consumer Defensive
7.07K
+ 101.38%
$62.69 - $73.01 $443K - $516K
14K $1.01M
USB
Us Bancorp \De\

Financial Services
11.2K
+ 125.8%
$39.04 - $47.23 $437K - $529K
20.1K $919K
WMT
Walmart Inc.

Consumer Defensive
765
+ 1.99%
$66.91 - $81.4 $51.2K - $62.3K
39.3K $3.17M
CSCO
Cisco Systems, Inc.

Technology
8.4K
+ 70.02%
$44.74 - $53.22 $376K - $447K
20.4K $1.09M
TSLA
Tesla, Inc.

Consumer Cyclical
125
+ 1.66%
$191.76 - $263.26 $24K - $32.9K
7.67K $2.01M
OKE
Oneok Inc

Energy
4.23K
+ 32.0%
$78.62 - $95.27 $333K - $403K
17.4K $1.59M
PEP
Pepsico Inc

Consumer Defensive
2.55K
+ 22.02%
$161.9 - $179.3 $413K - $458K
14.2K $2.41M
META
Meta Platforms, Inc.

Communication Services
297
+ 6.34%
$453.41 - $572.44 $135K - $170K
4.99K $2.85M
EOG
Eog Resources Inc

Energy
3.99K
+ 185.97%
$117.9 - $132.65 $470K - $529K
6.13K $754K
PFE
Pfizer Inc

Healthcare
15.5K
+ 90.01%
$27.7 - $31.39 $430K - $487K
32.7K $947K
VUG
Vanguard Growth ETF

ETFs
1
+ 0.0%
$341.08 - $391.94 $341 - $392
45.4K $17.4M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
7.26K
+ 2.97%
$24.86 - $26.33 $180K - $191K
252K $6.59M
UNH
Unitedhealth Group Inc

Healthcare
128
+ 2.8%
$488.01 - $604.18 $62.5K - $77.3K
4.7K $2.75M
UPRO
Proshares Trust Proshares Ultr

ETFs
3.72K
+ 60.42%
$64.53 - $86.19 $240K - $321K
9.89K $852K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.28K
+ 38.49%
$96.25 - $101.98 $316K - $335K
11.8K $1.2M
AVGO
Broadcom Inc.

Technology
17.4K
+ 939.21%
$136.27 - $1745.86 $2.37M - $30.3M
19.2K $3.31M
CAT
Caterpillar Inc

Industrials
296
+ 7.52%
$316.8 - $391.12 $93.8K - $116K
4.23K $1.65M
GE
General Electric CO

Industrials
533
+ 6.66%
$156.66 - $189.66 $83.5K - $101K
8.54K $1.61M
TQQQ
Proshares Ultrapro Qqq

ETFs
3.64K
+ 67.98%
$53.19 - $84.93 $194K - $309K
9K $652K
ABBV
Abb Vie Inc.

Healthcare
288
+ 3.93%
$163.84 - $199.33 $47.2K - $57.4K
7.62K $1.5M
NEE
Nextera Energy Inc

Utilities
335
+ 2.37%
$69.9 - $84.97 $23.4K - $28.5K
14.5K $1.23M
F
Ford Motor CO

Consumer Cyclical
26.3K
+ 79.44%
$9.71 - $14.55 $255K - $383K
59.4K $627K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
993
+ 0.56%
$50.15 - $51.27 $49.8K - $50.9K
177K $9.08M
MA
Mastercard Inc

Financial Services
153
+ 7.01%
$429.6 - $500.99 $65.7K - $76.7K
2.34K $1.15M
MO
Altria Group, Inc.

Consumer Defensive
1.18K
+ 5.05%
$45.95 - $54.71 $54.3K - $64.7K
24.6K $1.26M
PG
Procter & Gamble CO

Consumer Defensive
239
+ 1.37%
$160.76 - $177.82 $38.4K - $42.5K
17.7K $3.07M
V
Visa Inc.

Financial Services
328
+ 4.31%
$253.74 - $291.56 $83.2K - $95.6K
7.94K $2.18M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
114
+ 0.07%
$51.78 - $52.98 $5.9K - $6.04K
170K $9.03M
VZ
Verizon Communications Inc

Communication Services
415
+ 1.07%
$38.89 - $45.0 $16.1K - $18.7K
39.1K $1.76M
AMD
Advanced Micro Devices Inc

Technology
892
+ 14.56%
$128.67 - $183.96 $115K - $164K
7.02K $1.15M
JPM
Jpmorgan Chase & CO

Financial Services
100
+ 0.74%
$194.9 - $224.8 $19.5K - $22.5K
13.5K $2.85M
PLD
Prologis, Inc.

Real Estate
228
+ 3.03%
$111.95 - $132.43 $25.5K - $30.2K
7.74K $977K
COST
Costco Wholesale Corp

Consumer Defensive
84
+ 6.34%
$801.83 - $917.05 $67.4K - $77K
1.41K $1.25M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
3.64K
+ 8.31%
$12.25 - $13.1 $44.6K - $47.7K
47.5K $621K
AMGN
Amgen Inc

Healthcare
38
+ 0.58%
$309.38 - $337.38 $11.8K - $12.8K
6.57K $2.12M
Activity Summary
Buys All Purchases 99 New Holdings 21 Increased Positions 78 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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