Wealth Alliance Advisory Group, LLC has filed its 13F form on July 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $456 Million distributed in 186 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 $49.1M, Vanguard Value ETF with a value of $34.7M, Fidelity Merrimack Str Tr Tota with a value of $31.5M, Vanguard Growth ETF with a value of $26.4M, and Spdr Ser Tr Spdr Msci Acwi Ex with a value of $15.5M.
Examining the 13F form we can see an increase of $40.1M in the current position value, from $416M to 456M.
Below you can find more details about Wealth Alliance Advisory Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$456 Million
ETFs: $261 Million
Technology: $52 Million
Financial Services: $35.1 Million
Energy: $28.7 Million
Healthcare: $17.2 Million
Consumer Defensive: $15.2 Million
Consumer Cyclical: $14.4 Million
Communication Services: $12.9 Million
Other: $19.4 Million
Stock Holdings Table Market Cap. of $200 Billions or more
