Wealth Alliance Advisory Group, LLC Incresed Positions in Q3 2025

Wealth Alliance Advisory Group, LLC

  • $482 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
1.85K
+ 0.94%
$175.51 - $186.57 $325K - $345K
198K $37M
GOOG
Alphabet Inc.

Communication Services
1.81K
+ 7.79%
$175.16 - $255.24 $317K - $462K
25.1K $6.1M
PLTR
Palantir Technologies Inc.

Technology
8.07K
+ 207.21%
$130.68 - $186.97 $1.05M - $1.51M
12K $2.18M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
4.14K
+ 0.87%
$32.11 - $34.92 $133K - $144K
480K $16.7M
IBM
International Business Machines Corp

Technology
4.23K
+ 323.26%
$234.77 - $292.47 $992K - $1.24M
5.53K $1.56M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.74K
+ 16.98%
$459.11 - $506.91 $800K - $884K
12K $6.04M
VTI
Vanguard Total Stock Market Et

ETFs
15
+ 0.04%
$303.93 - $329.86 $4.56K - $4.95K
37.8K $12.4M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
117
+ 0.47%
$567.09 - $607.37 $66.3K - $71.1K
24.9K $14.9M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
9.92K
+ 1.44%
$45.26 - $46.63 $449K - $462K
698K $32.3M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.32K
+ 1.37%
$74.93 - $80.73 $99K - $107K
97.8K $7.89M
RTX
Raytheon Technologies Corp

Industrials
555
+ 2.59%
$144.19 - $167.33 $80K - $92.9K
21.9K $3.67M
MCD
Mcdonalds Corp

Consumer Cyclical
1.03K
+ 8.96%
$291.67 - $316.99 $299K - $325K
12.5K $3.79M
ARL
American Realty Investors Inc

Real Estate
7K
+ 4.2%
$12.52 - $17.0 $87.6K - $119K
174K $2.79M
WMT
Walmart Inc.

Consumer Defensive
1.44K
+ 2.9%
$94.4 - $104.27 $136K - $151K
51.2K $5.27M
JPM
Jpmorgan Chase & CO

Financial Services
225
+ 1.69%
$282.78 - $316.06 $63.6K - $71.1K
13.6K $4.28M
HD
Home Depot, Inc.

Consumer Cyclical
319
+ 4.5%
$357.4 - $423.42 $114K - $135K
7.41K $3M
NEE
Nextera Energy Inc

Utilities
2.33K
+ 12.67%
$69.77 - $77.54 $163K - $181K
20.7K $1.57M
GOOGL
Alphabet Inc.

Communication Services
41
+ 1.02%
$174.36 - $254.72 $7.15K - $10.4K
4.05K $983K
XLRE
Select Sector Spdr Tr Real Est

ETFs
5.8K
+ 21.91%
$40.94 - $42.85 $237K - $248K
32.3K $1.36M
UNH
Unitedhealth Group Inc

Healthcare
266
+ 5.35%
$237.77 - $353.61 $63.2K - $94.1K
5.24K $1.81M
TQQQ
Proshares Ultrapro Qqq

ETFs
1K
+ 15.93%
$80.89 - $104.72 $80.9K - $105K
7.28K $752K
SPY
Spdr S&P 500 ETF Trust

ETFs
51
+ 1.4%
$617.65 - $666.84 $31.5K - $34K
3.71K $2.47M
GLD
Spdr Gold Trust

ETFs
336
+ 21.25%
$300.96 - $355.47 $101K - $119K
1.92K $681K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.82K
+ 12.27%
$97.75 - $100.75 $178K - $183K
16.6K $1.67M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
4.52K
+ 1.48%
$25.21 - $25.99 $114K - $118K
310K $8.03M
SHOP
Shopify Inc.

Technology
397
+ 12.56%
$112.11 - $157.12 $44.5K - $62.4K
3.56K $528K
COST
Costco Wholesale Corp

Consumer Defensive
321
+ 15.56%
$915.95 - $994.57 $294K - $319K
2.38K $2.21M
LLY
Eli Lilly & CO

Healthcare
281
+ 5.78%
$625.65 - $812.69 $176K - $228K
5.14K $3.92M
SLV
I Shares Silver Trust

ETFs
898
+ 12.13%
$32.73 - $42.5 $29.4K - $38.2K
8.3K $351K
ENB
Enbridge Inc

Energy
200
+ 1.12%
$43.79 - $50.46 $8.76K - $10.1K
18.1K $913K
MU
Micron Technology Inc

Technology
20
+ 1.08%
$104.88 - $168.89 $2.1K - $3.38K
1.87K $312K
QQQ
Invesco Qqq Trust, Series 1

ETFs
32
+ 2.38%
$546.99 - $602.2 $17.5K - $19.3K
1.38K $826K
VKQ
Invesco Municipal Trust

Financial Services
2K
+ 2.75%
$8.95 - $9.65 $17.9K - $19.3K
74.7K $721K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
1K
+ 1.51%
$11.55 - $12.56 $11.6K - $12.6K
67.3K $845K
VMO
Invesco Municipal Opportunity Trust

Financial Services
2K
+ 3.55%
$8.9 - $9.67 $17.8K - $19.3K
58.3K $563K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
2.3K
+ 7.07%
$11.04 - $11.83 $25.4K - $27.2K
34.9K $407K
WMB
Williams Companies, Inc.

Energy
7
+ 0.01%
$56.52 - $64.01 $396 - $448
69K $4.37M
EPD
Enterprise Products Partners L.P.

Energy
1.03K
+ 5.77%
$30.74 - $32.14 $31.7K - $33.1K
18.9K $591K
EVRG
Evergy, Inc.

Utilities
10
+ 0.32%
$67.73 - $76.02 $677 - $760
3.1K $235K
PAGP
Plains Gp Holdings LP

Energy
2K
+ 15.56%
$18.12 - $20.08 $36.2K - $40.2K
14.9K $270K
QCOM
Qualcomm Inc

Technology
2
+ 0.1%
$145.84 - $173.55 $292 - $347
2.06K $342K
VST
Vistra Corp.

Utilities
2
+ 0.1%
$182.0 - $217.92 $364 - $436
2.09K $409K
Linde PLC
391
+ 14.91%
N/A
3.01K $0
Fidelity Covington Trust
6.42K
+ 0.78%
N/A
824K $0
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
4.21K
+ 1.63%
N/A
262K $0
Pimco ETF Tr
13.4K
+ 1.3%
N/A
1.04M $0
T
At&T Inc.

Communication Services
21
+ 0.06%
$26.94 - $29.62 $566 - $622
36.8K $1.04M
RRC
Range Resources Corp

Energy
2
+ 0.02%
$32.79 - $39.33 $65.6 - $78.7
10K $378K
HON
Honeywell International Inc

Industrials
10
+ 0.48%
$207.7 - $240.4 $2.08K - $2.4K
2.11K $444K
Activity Summary
Buys All Purchases 62 New Holdings 9 Increased Positions 53 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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