Wealth Alliance Advisory Group, LLC has filed its 13F form on July 30, 2024 for Q2 2024 where it was disclosed a total value porftolio of $411 Million distributed in 192 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $42.3M, Vanguard Value ETF with a value of $25.8M, Fidelity Merrimack Str Tr Tota with a value of $24.8M, Vanguard Growth ETF with a value of $17M, and Spdr S&P Midcap 400 ETF Trust with a value of $17M.
Examining the 13F form we can see an increase of $11.9M in the current position value, from $399M to 411M.
Below you can find more details about Wealth Alliance Advisory Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$411 Million
ETFs: $243 Million
Technology: $42.5 Million
Financial Services: $29.6 Million
Energy: $27 Million
Healthcare: $17 Million
Consumer Defensive: $13.3 Million
Consumer Cyclical: $11.6 Million
Communication Services: $10.9 Million
Other: $16.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions