Wealth Alliance Advisory Group, LLC Sells in Q1 2025

Wealth Alliance Advisory Group, LLC

  • $416 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
-95.8K
- 96.4%
$169.43 - $182.84 $16.2M - $17.5M
3.58K $614K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
-267K
- 97.42%
$58.04 - $65.84 $15.5M - $17.6M
7.06K $454K
VEA
Vanguard Ftse Developed Market

ETFs
-226K
- 97.35%
$47.4 - $52.99 $10.7M - $12M
6.15K $315K
FYX
First Tr Small Cap Core Alphad

ETFs
-64.5K
- 51.89%
$89.26 - $104.61 $5.76M - $6.75M
59.8K $5.43M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-8.14K
- 25.39%
$522.96 - $601.18 $4.26M - $4.9M
23.9K $12.8M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-72.2K
- 33.63%
$37.07 - $40.63 $2.68M - $2.93M
143K $5.62M
TSLA
Tesla, Inc.

Consumer Cyclical
-5.99K
- 81.86%
$222.15 - $428.22 $1.33M - $2.56M
1.33K $343K
AAPL
Apple Inc.

Technology
-4.92K
- 9.31%
$209.68 - $247.1 $1.03M - $1.22M
47.9K $10.6M
NVDA
Nvidia Corp

Technology
-5.09K
- 6.9%
$106.98 - $149.43 $544K - $760K
68.7K $7.44M
AVGO
Broadcom Inc.

Technology
-2.33K
- 12.06%
$167.43 - $244.7 $391K - $571K
17K $2.85M
PG
Procter & Gamble CO

Consumer Defensive
-8.57K
- 47.35%
$158.56 - $176.26 $1.36M - $1.51M
9.53K $1.62M
AMZN
Amazon Com Inc

Consumer Cyclical
-80
- 0.32%
$190.26 - $242.06 $15.2K - $19.4K
24.7K $4.7M
JNJ
Johnson & Johnson

Healthcare
-4.94K
- 33.41%
$142.06 - $167.7 $701K - $828K
9.84K $1.63M
BAC
Bank Of America Corp

Financial Services
-7K
- 8.54%
$39.61 - $47.74 $277K - $334K
75K $3.13M
GOOGL
Alphabet Inc.

Communication Services
-1.33K
- 23.74%
$154.33 - $206.19 $206K - $275K
4.28K $660K
PEP
Pepsico Inc

Consumer Defensive
-1.19K
- 8.77%
$142.64 - $156.42 $170K - $186K
12.4K $1.86M
USB
Us Bancorp \De\

Financial Services
-2.14K
- 10.65%
$40.92 - $50.9 $87.7K - $109K
18K $758K
LMT
Lockheed Martin Corp

Industrials
-239
- 14.4%
$423.19 - $506.29 $101K - $121K
1.42K $634K
BX
Blackstone Inc.

Financial Services
-58
- 2.03%
$136.53 - $186.74 $7.92K - $10.8K
2.8K $391K
INCY
Incyte Corp

Healthcare
-1K
- 22.73%
$60.0 - $75.26 $60K - $75.3K
3.4K $205K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-270
- 2.69%
$68.07 - $78.99 $18.4K - $21.3K
9.76K $665K
BA
Boeing CO

Industrials
-290
- 6.76%
$148.15 - $186.25 $43K - $54K
4K $681K
IBM
International Business Machines Corp

Technology
-495
- 25.82%
$217.4 - $264.74 $108K - $131K
1.42K $353K
UNP
Union Pacific Corp

Industrials
-300
- 25.75%
$225.21 - $254.42 $67.6K - $76.3K
865 $204K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-44
- 5.01%
$468.34 - $539.52 $20.6K - $23.7K
835 $391K
EIM
Eaton Vance Municipal Bond Fund

Financial Services
-4.76K
- 27.38%
$9.89 - $10.46 $47K - $49.7K
12.6K $125K
ET
Energy Transfer LP

Energy
-320
- 0.69%
$17.26 - $21.08 $5.52K - $6.75K
46.1K $857K
TFC
Truist Financial Corp

Financial Services
-387
- 2.97%
$39.48 - $48.15 $15.3K - $18.6K
12.6K $519K
MRK
Merck & Co., Inc.

Healthcare
-125
- 4.01%
$83.01 - $101.02 $10.4K - $12.6K
2.99K $268K
FCX
Freeport Mcmoran Inc

Basic Materials
-1.01K
- 15.38%
$34.5 - $43.01 $34.7K - $43.2K
5.53K $209K
HON
Honeywell International Inc

Industrials
-5
- 0.19%
$202.75 - $226.52 $1.01K - $1.13K
2.61K $553K
AMT
American Tower Corp

Real Estate
-382
- 26.68%
$173.46 - $217.6 $66.3K - $83.1K
1.05K $228K
POWW
Ammo, Inc.

Industrials
-41K
- 50.31%
$1.17 - $1.88 $48K - $77.1K
40.5K $55K
CMCSA
Comcast Corp

Communication Services
-774
- 12.04%
$33.19 - $38.23 $25.7K - $29.6K
5.66K $208K
MS
Morgan Stanley

Financial Services
-97
- 4.95%
$111.68 - $141.08 $10.8K - $13.7K
1.86K $217K
OKE
Oneok Inc

Energy
-75
- 0.43%
$89.57 - $109.85 $6.72K - $8.24K
17.4K $1.72M
QCOM
Qualcomm Inc

Technology
-100
- 4.64%
$151.94 - $175.86 $15.2K - $17.6K
2.06K $315K
FTNT
Fortinet, Inc.

Technology
-300
- 2.84%
$92.49 - $114.57 $27.7K - $34.4K
10.3K $986K
GD
General Dynamics Corp

Industrials
-59
- 5.52%
$241.94 - $272.58 $14.3K - $16.1K
1.01K $275K
EQBK
Equity Bancshares Inc

Financial Services
-100
- 0.17%
N/A
59.3K $2.07M
INTC
Intel Corp

Technology
-1.45K
- 12.91%
$19.1 - $27.39 $27.6K - $39.6K
9.74K $221K
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
-28.1K
- 9.81%
N/A
258K $0
GRMN
Garmin LTD

Technology
-2
- 0.17%
$204.55 - $241.93 $409 - $484
1.16K $250K
JPM
Jpmorgan Chase & CO

Financial Services
-242
- 1.81%
$225.19 - $279.95 $54.5K - $67.7K
13.2K $3.23M
KR
Kroger CO

Consumer Defensive
-77
- 1.68%
$58.36 - $67.72 $4.49K - $5.21K
4.51K $305K
EPD
Enterprise Products Partners L.P.

Energy
-372
- 2.19%
$31.75 - $34.14 $11.8K - $12.7K
16.6K $566K
PM
Philip Morris International Inc.

Consumer Defensive
-611
- 17.91%
$117.15 - $158.79 $71.6K - $97K
2.8K $444K
BMY
Bristol Myers Squibb CO

Healthcare
-670
- 3.88%
$53.9 - $63.11 $36.1K - $42.3K
16.6K $1.01M
PAYX
Paychex Inc

Industrials
-2
- 0.06%
$136.06 - $154.52 $272 - $309
3.21K $494K
Activity Summary
Buys All Purchases 89 New Holdings 18 Increased Positions 71 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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