Wealth Alliance Advisory Group, LLC Portfolio Holdings

Wealth Alliance Advisory Group, LLC

  • $456 Million
  • Q2 2025

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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$222M
$2.35 Million 0.52% of portfolio
166,770
Q2 2025 Added 1.07%

Summary

  • Portfolio
  • No. of Stocks 186
  • Current Value $456 Million
  • Prior Value $416 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 76 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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