Wealth Alliance Advisory Group, LLC Reduced Holdings in Q4 2024

Wealth Alliance Advisory Group, LLC

  • $439 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
-35
- 0.02%
$168.32 - $181.87 $5.89K - $6.37K
162K $27.4M
XOM
Exxon Mobil Corp

Energy
-707
- 1.12%
$105.51 - $125.37 $74.6K - $88.6K
62.6K $6.73M
MRK
Merck & Co., Inc.

Healthcare
-4.12K
- 56.94%
$96.31 - $114.76 $397K - $473K
3.12K $310K
DVN
Devon Energy Corp

Energy
-9.06K
- 34.53%
$30.52 - $42.96 $277K - $389K
17.2K $562K
HON
Honeywell International Inc

Industrials
-2.27K
- 46.4%
$202.84 - $236.0 $460K - $535K
2.62K $591K
UNH
Unitedhealth Group Inc

Healthcare
-39
- 0.83%
$485.52 - $625.25 $18.9K - $24.4K
4.66K $2.36M
PEP
Pepsico Inc

Consumer Defensive
-586
- 4.14%
$151.29 - $176.1 $88.7K - $103K
13.6K $2.06M
JNJ
Johnson & Johnson

Healthcare
-298
- 1.98%
$143.34 - $165.86 $42.7K - $49.4K
14.8K $2.14M
VZ
Verizon Communications Inc

Communication Services
-1.01K
- 2.58%
$39.6 - $45.21 $39.9K - $45.5K
38.1K $1.52M
COP
Conocophillips

Energy
-1.03K
- 5.28%
$95.12 - $114.72 $97.9K - $118K
18.5K $1.83M
LMT
Lockheed Martin Corp

Industrials
-96
- 5.47%
$479.66 - $614.62 $46K - $59K
1.66K $806K
XLE
Energy Sector Spdr

ETFs
-2.41K
- 48.14%
$83.32 - $97.27 $201K - $235K
2.6K $222K
NEE
Nextera Energy Inc

Utilities
-418
- 2.88%
$69.77 - $85.43 $29.2K - $35.7K
14.1K $1.01M
PSX
Phillips 66

Energy
-401
- 4.39%
$110.35 - $138.93 $44.3K - $55.7K
8.74K $995K
KO
Coca Cola CO

Consumer Defensive
-1.03K
- 7.34%
$61.74 - $71.71 $63.7K - $73.9K
13K $810K
EQBK
Equity Bancshares Inc

Financial Services
-5.63K
- 8.66%
N/A
59.4K $2.07M
UPRO
Proshares Trust Proshares Ultr

ETFs
-2.43K
- 24.59%
$82.66 - $99.48 $201K - $242K
7.46K $660K
CAT
Caterpillar Inc

Industrials
-99
- 2.34%
$360.37 - $416.88 $35.7K - $41.3K
4.13K $1.5M
CNOB
Connect One Bancorp, Inc.

Financial Services
-5.12K
- 33.0%
$22.65 - $28.66 $116K - $147K
10.4K $237K
MCD
Mcdonalds Corp

Consumer Cyclical
-10
- 0.11%
$288.47 - $316.54 $2.88K - $3.17K
8.93K $2.59M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-39
- 3.42%
$501.29 - $612.85 $19.6K - $23.9K
1.1K $573K
PFE
Pfizer Inc

Healthcare
-1.52K
- 4.65%
$24.8 - $30.19 $37.7K - $45.9K
31.2K $828K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-175
- 0.54%
$563.99 - $620.12 $98.7K - $109K
32.1K $18.3M
UBER
Uber Technologies, Inc

Technology
-5
- 0.07%
$59.93 - $86.34 $300 - $432
6.68K $403K
UPS
United Parcel Service Inc

Industrials
-404
- 8.77%
$122.65 - $138.35 $49.6K - $55.9K
4.21K $530K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-64
- 0.67%
$442.29 - $483.08 $28.3K - $30.9K
9.43K $4.27M
CVX
Chevron Corp

Energy
-278
- 1.29%
$141.15 - $162.53 $39.2K - $45.2K
21.3K $3.09M
IBM
International Business Machines Corp

Technology
-325
- 14.5%
$204.9 - $238.04 $66.6K - $77.4K
1.92K $421K
AMT
American Tower Corp

Real Estate
-5
- 0.35%
$179.4 - $232.01 $897 - $1.16K
1.43K $262K
ED
Consolidated Edison Inc

Utilities
-100
- 2.86%
$88.87 - $107.38 $8.89K - $10.7K
3.4K $303K
NVS
Novartis Ag

Healthcare
-100
- 3.57%
$96.78 - $117.18 $9.68K - $11.7K
2.7K $262K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
-3.16K
- 10.18%
$11.39 - $12.41 $36K - $39.2K
27.9K $325K
F
Ford Motor CO

Consumer Cyclical
-1.7K
- 2.86%
$9.69 - $11.4 $16.5K - $19.4K
57.7K $571K
INTC
Intel Corp

Technology
-495
- 4.24%
$19.07 - $26.23 $9.44K - $13K
11.2K $224K
BP
Bp PLC

Energy
-100
- 0.39%
$28.16 - $33.14 $2.82K - $3.31K
25.7K $758K
EOG
Eog Resources Inc

Energy
-371
- 6.05%
$118.22 - $136.54 $43.9K - $50.7K
5.76K $706K
VLO
Valero Energy Corp

Energy
-138
- 5.47%
$118.59 - $144.02 $16.4K - $19.9K
2.39K $292K
HSY
Hershey CO

Consumer Defensive
-72
- 4.87%
$168.67 - $193.65 $12.1K - $13.9K
1.41K $237K
UBS
Ubs Group Ag

Financial Services
-167
- 0.26%
$29.78 - $33.08 $4.97K - $5.52K
63.4K $1.92M
TXN
Texas Instruments Inc

Technology
-143
- 5.59%
N/A
2.42K $470K
UNP
Union Pacific Corp

Industrials
-24
- 2.02%
$223.15 - $249.32 $5.36K - $5.98K
1.17K $265K
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
-1.2K
- 7.09%
$9.82 - $10.6 $11.8K - $12.7K
15.7K $158K
COST
Costco Wholesale Corp

Consumer Defensive
-62
- 4.4%
$873.59 - $994.69 $54.2K - $61.7K
1.35K $1.23M
CFFN
Capitol Federal Financial, Inc.

Financial Services
-500
- 3.72%
$5.54 - $7.18 $2.77K - $3.59K
12.9K $76K
MO
Altria Group, Inc.

Consumer Defensive
-593
- 2.41%
$49.06 - $57.74 $29.1K - $34.2K
24K $1.25M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-38
- 4.14%
$481.22 - $538.17 $18.3K - $20.5K
879 $449K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-40
- 1.58%
$124.26 - $134.12 $4.97K - $5.36K
2.49K $320K
KR
Kroger CO

Consumer Defensive
-162
- 3.41%
$55.21 - $63.3 $8.94K - $10.3K
4.59K $280K
INCY
Incyte Corp

Healthcare
-20
- 0.45%
$65.08 - $83.38 $1.3K - $1.67K
4.4K $303K
Activity Summary
Buys All Purchases 66 New Holdings 9 Increased Positions 57 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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