Wealth Alliance Advisory Group, LLC Reduced Holdings in Q3 2025

Wealth Alliance Advisory Group, LLC

  • $482 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CRM
Salesforce, Inc.

Technology
-5.1K
- 60.58%
$231.66 - $273.65 $1.18M - $1.4M
3.32K $786K
XOM
Exxon Mobil Corp

Energy
-10.3K
- 16.85%
$105.83 - $117.22 $1.09M - $1.21M
51K $5.75M
JNJ
Johnson & Johnson

Healthcare
-5.96K
- 39.92%
$155.17 - $185.42 $925K - $1.11M
8.97K $1.66M
FTNT
Fortinet, Inc.

Technology
-3.04K
- 29.7%
$74.39 - $107.65 $226K - $328K
7.21K $605K
V
Visa Inc.

Financial Services
-1.13K
- 16.57%
$332.09 - $358.86 $374K - $404K
5.67K $1.94M
MUB
Ishares National Muni Bond ETF

ETFs
-4.11K
- 52.5%
$103.24 - $106.68 $424K - $438K
3.72K $395K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-8.5K
- 26.74%
$48.5 - $50.19 $412K - $427K
23.3K $1.17M
EQBK
Equity Bancshares Inc

Financial Services
-7.1K
- 12.54%
N/A
49.5K $1.73M
ET
Energy Transfer LP

Energy
-10.9K
- 17.75%
$17.11 - $18.16 $187K - $199K
50.7K $869K
CAT
Caterpillar Inc

Industrials
-1.65K
- 27.15%
$390.92 - $477.15 $646K - $788K
4.43K $2.11M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
-3.25K
- 46.54%
$69.02 - $73.57 $224K - $239K
3.73K $274K
UPS
United Parcel Service Inc

Industrials
-1.14K
- 18.42%
$82.58 - $105.54 $94.4K - $121K
5.06K $422K
KO
Coca Cola CO

Consumer Defensive
-1.77K
- 12.44%
$65.67 - $71.67 $116K - $127K
12.5K $827K
PM
Philip Morris International Inc.

Consumer Defensive
-640
- 22.86%
$157.77 - $183.27 $101K - $117K
2.16K $350K
COP
Conocophillips

Energy
-2.99K
- 11.56%
$91.0 - $98.99 $272K - $296K
22.9K $2.16M
VEA
Vanguard Ftse Developed Market

ETFs
-2.74K
- 44.87%
$56.02 - $60.3 $153K - $165K
3.36K $201K
TXN
Texas Instruments Inc

Technology
-744
- 22.16%
N/A
2.61K $508K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-2.89K
- 2.91%
$50.81 - $51.07 $147K - $148K
96.3K $4.92M
BMY
Bristol Myers Squibb CO

Healthcare
-2.39K
- 13.88%
$43.31 - $48.98 $104K - $117K
14.8K $669K
VZ
Verizon Communications Inc

Communication Services
-3.22K
- 8.08%
$40.84 - $45.06 $131K - $145K
36.6K $1.61M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-711
- 20.03%
$181.56 - $190.33 $129K - $135K
2.84K $538K
EOG
Eog Resources Inc

Energy
-503
- 9.62%
$112.12 - $126.1 $56.4K - $63.4K
4.73K $530K
PAYX
Paychex Inc

Industrials
-437
- 21.46%
$126.69 - $147.99 $55.4K - $64.7K
1.6K $202K
PG
Procter & Gamble CO

Consumer Defensive
-262
- 2.75%
$150.47 - $161.22 $39.4K - $42.2K
9.25K $1.42M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-5.09K
- 2.52%
$49.09 - $50.58 $250K - $258K
197K $9.94M
AMGN
Amgen Inc

Healthcare
-372
- 6.04%
$271.18 - $309.22 $101K - $115K
5.79K $1.63M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-868
- 20.22%
$135.0 - $146.02 $117K - $127K
3.43K $498K
CSCO
Cisco Systems, Inc.

Technology
-533
- 1.17%
$66.2 - $71.79 $35.3K - $38.3K
45.1K $3.09M
TGT
Target Corp

Consumer Defensive
-332
- 6.4%
$86.56 - $107.43 $28.7K - $35.7K
4.86K $435K
LMT
Lockheed Martin Corp

Industrials
-261
- 16.07%
$410.74 - $499.21 $107K - $130K
1.36K $680K
META
Meta Platforms, Inc.

Communication Services
-62
- 1.11%
$695.21 - $791.73 $43.1K - $49.1K
5.54K $4.07M
KMB
Kimberly Clark Corp

Consumer Defensive
-436
- 15.54%
$121.72 - $136.77 $53.1K - $59.6K
2.37K $294K
MRK
Merck & Co., Inc.

Healthcare
-1.28K
- 13.66%
$77.6 - $87.37 $99K - $111K
8.07K $676K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-4.59K
- 2.34%
$50.9 - $52.37 $233K - $240K
191K $10M
KMI
Kinder Morgan, Inc.

Energy
-1.2K
- 13.09%
$26.23 - $28.5 $31.5K - $34.2K
7.97K $225K
GIS
General Mills Inc

Consumer Defensive
-602
- 8.32%
$48.44 - $53.83 $29.2K - $32.4K
6.64K $334K
KR
Kroger CO

Consumer Defensive
-267
- 6.25%
$64.52 - $74.35 $17.2K - $19.9K
4.01K $270K
FANG
Diamondback Energy, Inc.

Energy
-300
- 14.37%
$134.53 - $152.5 $40.4K - $45.8K
1.79K $255K
FAST
Fastenal CO

Industrials
-1.47K
- 22.61%
$42.47 - $50.39 $62.6K - $74.2K
5.04K $247K
NVS
Novartis Ag

Healthcare
-360
- 13.33%
$113.5 - $129.73 $40.9K - $46.7K
2.34K $300K
AMZN
Amazon Com Inc

Consumer Cyclical
-139
- 0.51%
$211.65 - $238.24 $29.4K - $33.1K
27.1K $5.94M
GS
Goldman Sachs Group Inc

Financial Services
-327
- 12.27%
$696.56 - $806.32 $228K - $264K
2.34K $1.86M
SLB
Schlumberger Limited

Energy
-738
- 9.82%
$32.37 - $37.31 $23.9K - $27.5K
6.78K $232K
PANW
Palo Alto Networks Inc

Technology
-70
- 6.28%
$167.06 - $208.19 $11.7K - $14.6K
1.05K $212K
DVN
Devon Energy Corp

Energy
-1.98K
- 11.36%
$31.75 - $36.99 $62.7K - $73.1K
15.4K $540K
PEP
Pepsico Inc

Consumer Defensive
-845
- 6.68%
$133.81 - $152.16 $113K - $129K
11.8K $1.66M
HSY
Hershey CO

Consumer Defensive
-208
- 15.81%
$161.95 - $193.45 $33.7K - $40.2K
1.11K $207K
UPRO
Proshares Trust Proshares Ultr

ETFs
-1.05K
- 19.77%
$91.26 - $112.39 $95.4K - $117K
4.24K $472K
F
Ford Motor CO

Consumer Cyclical
-6.21K
- 10.63%
$10.82 - $12.09 $67.2K - $75.1K
52.2K $624K
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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