Wealth Alliance Advisory Group, LLC has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $416 Million distributed in 196 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 $42.7M, Vanguard Value ETF with a value of $32.5M, Fidelity Merrimack Str Tr Tota with a value of $31.4M, Vanguard Growth ETF with a value of $21.4M, and Spdr Ser Tr Spdr Msci Acwi Ex with a value of $13.8M.
Examining the 13F form we can see an decrease of $23.1M in the current position value, from $439M to 416M.
Below you can find more details about Wealth Alliance Advisory Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$416 Million
ETFs: $240 Million
Technology: $38.8 Million
Financial Services: $35.7 Million
Energy: $29 Million
Healthcare: $17.9 Million
Consumer Defensive: $14.6 Million
Consumer Cyclical: $11.8 Million
Communication Services: $11 Million
Other: $17.1 Million
Stock Holdings Table Market Cap. of $200 Billions or more
