Wealth Alliance Advisory Group, LLC Sells in Q2 2025

Wealth Alliance Advisory Group, LLC

  • $456 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
-285
- 0.46%
$99.93 - $119.04 $28.5K - $33.9K
61.3K $6.61M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-309
- 2.92%
$483.48 - $539.8 $149K - $167K
10.3K $4.99M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-793
- 41.41%
$390.26 - $489.06 $309K - $388K
1.12K $454K
USB
Us Bancorp \De\

Financial Services
-11.6K
- 64.54%
$36.4 - $45.76 $422K - $531K
6.37K $288K
PFE
Pfizer Inc

Healthcare
-15.4K
- 48.63%
$21.59 - $24.84 $332K - $382K
16.2K $393K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-10.6K
- 55.79%
$24.32 - $27.87 $257K - $294K
8.36K $221K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-5K
- 13.59%
$48.13 - $49.85 $241K - $249K
31.8K $1.56M
PAYX
Paychex Inc

Industrials
-1.17K
- 36.53%
$137.01 - $159.78 $161K - $187K
2.04K $296K
KMB
Kimberly Clark Corp

Consumer Defensive
-985
- 25.99%
$126.84 - $145.22 $125K - $143K
2.81K $361K
V
Visa Inc.

Financial Services
-586
- 7.94%
$308.27 - $373.31 $181K - $219K
6.8K $2.41M
PG
Procter & Gamble CO

Consumer Defensive
-18
- 0.19%
$157.66 - $172.39 $2.84K - $3.1K
9.51K $1.52M
EQBK
Equity Bancshares Inc

Financial Services
-2.7K
- 4.55%
N/A
56.6K $1.98M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-873
- 0.43%
$48.46 - $50.2 $42.3K - $43.8K
202K $10M
HSY
Hershey CO

Consumer Defensive
-508
- 27.85%
$151.29 - $173.13 $76.9K - $88K
1.32K $218K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-1.59K
- 12.62%
$38.81 - $44.28 $61.5K - $70.2K
11K $465K
MO
Altria Group, Inc.

Consumer Defensive
-635
- 2.67%
$55.56 - $60.91 $35.3K - $38.7K
23.2K $1.36M
HON
Honeywell International Inc

Industrials
-511
- 19.56%
$182.86 - $232.88 $93.4K - $119K
2.1K $489K
UPRO
Proshares Trust Proshares Ultr

ETFs
-2.25K
- 29.87%
$50.65 - $91.44 $114K - $206K
5.29K $483K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-829
- 0.42%
$50.34 - $51.86 $41.7K - $43K
196K $10.1M
PSX
Phillips 66

Energy
-90
- 1.0%
$92.87 - $125.73 $8.36K - $11.3K
8.94K $1.07M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-652
- 9.54%
$63.54 - $68.5 $41.4K - $44.7K
6.19K $417K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-642
- 0.64%
$50.52 - $50.92 $32.4K - $32.7K
99.2K $5.05M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
-1.3K
- 3.84%
$10.78 - $11.57 $14K - $15K
32.6K $367K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-183
- 1.22%
$96.84 - $99.46 $17.7K - $18.2K
14.8K $1.47M
TQQQ
Proshares Ultrapro Qqq

ETFs
-2.77K
- 30.62%
$38.9 - $81.42 $108K - $226K
6.28K $511K
T
At&T Inc.

Communication Services
-934
- 2.48%
$26.33 - $28.94 $24.6K - $27K
36.8K $1.06M
VLO
Valero Energy Corp

Energy
-57
- 2.37%
$104.69 - $141.77 $5.97K - $8.08K
2.35K $315K
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
-636
- 0.25%
N/A
258K $0
KR
Kroger CO

Consumer Defensive
-234
- 5.19%
$64.62 - $74.0 $15.1K - $17.3K
4.27K $306K
CFFN
Capitol Federal Financial, Inc.

Financial Services
-550
- 4.25%
$5.03 - $6.1 $2.77K - $3.36K
12.4K $75K
BX
Blackstone Inc.

Financial Services
-38
- 1.36%
$120.07 - $151.11 $4.56K - $5.74K
2.76K $413K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
-397
- 0.84%
$11.53 - $13.87 $4.58K - $5.51K
46.6K $647K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-26
- 0.73%
$152.93 - $181.74 $3.98K - $4.73K
3.55K $644K
BA
Boeing CO

Industrials
-600
- 15.01%
$136.59 - $217.51 $82K - $131K
3.4K $711K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-117
- 0.04%
$24.98 - $25.66 $2.92K - $3K
306K $7.83M
VEA
Vanguard Ftse Developed Market

ETFs
-59
- 0.96%
$45.65 - $57.01 $2.69K - $3.36K
6.1K $347K
IBM
International Business Machines Corp

Technology
-115
- 8.09%
$221.03 - $294.78 $25.4K - $33.9K
1.31K $385K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
-75
- 1.06%
$56.88 - $70.77 $4.27K - $5.31K
6.98K $494K
GOOGL
Alphabet Inc.

Communication Services
-279
- 6.51%
$144.7 - $178.6 $40.4K - $49.8K
4K $705K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-905
- 0.13%
$44.68 - $45.96 $40.4K - $41.6K
688K $31.5M
WMB
Williams Companies, Inc.

Energy
-1K
- 1.43%
$54.33 - $62.87 $54.3K - $62.9K
69K $4.33M
MSTR
Microstrategy Inc

Technology
-22
- 1.49%
$237.95 - $421.61 $5.23K - $9.28K
1.45K $586K
PLTR
Palantir Technologies Inc.

Technology
-35
- 0.89%
$74.01 - $144.25 $2.59K - $5.05K
3.9K $530K
BAC
Bank Of America Corp

Financial Services
-3.53K
- 4.71%
$34.39 - $47.46 $121K - $167K
71.5K $3.38M
GOOG
Alphabet Inc.

Communication Services
-68
- 0.29%
$146.58 - $180.01 $9.97K - $12.2K
23.2K $4.12M
Activity Summary
Buys All Purchases 85 New Holdings 9 Increased Positions 76 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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