Wealth Alliance Advisory Group, LLC has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $441 Million distributed in 193 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 $44.7M, Vanguard Value ETF with a value of $28.3M, Fidelity Merrimack Str Tr Tota with a value of $26.8M, Spdr S&P Midcap 400 ETF Trust with a value of $18.4M, and J P Morgan Exchg Traded Fd Tr with a value of $17.8M.
Examining the 13F form we can see an increase of $29.9M in the current position value, from $411M to 441M.
Below you can find more details about Wealth Alliance Advisory Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$441 Million
ETFs: $259 Million
Technology: $44.7 Million
Financial Services: $33.2 Million
Energy: $27.8 Million
Healthcare: $19.1 Million
Consumer Defensive: $14.9 Million
Consumer Cyclical: $13.3 Million
Communication Services: $11 Million
Other: $18.4 Million
Stock Holdings Table Market Cap. of $200 Billions or more
