Wealth Alliance Purchases in Q1 2025

Wealth Alliance

  • $799 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SHV
Ishares Tr

ETFs
58K
+ 253.42%
$110.11 - $110.51 $6.38M - $6.41M
80.9K $8.93M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
62K
+ 2173.56%
$100.32 - $100.76 $6.22M - $6.25M
64.8K $6.52M
OEF
Ishares S&P 100 ETF

ETFs
18.5K
+ 113.8%
N/A
34.8K $9.27M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
41.5K
+ 610.01%
$97.25 - $104.79 $4.04M - $4.35M
48.3K $5.01M
IEMG
Ishares Inc

ETFs
64K
+ 108.96%
N/A
123K $6.58M
IEFA
Ishares Tr

ETFs
38.2K
+ 214.01%
$69.57 - $78.65 $2.66M - $3.01M
56.1K $4.24M
HEFA
Ishares Currency Hedged Msci E

ETFs
81K
New
$34.83 - $37.52 $2.82M - $3.04M
81K $2.94M
IAU
Ishares Gold Trust

ETFs
30.7K
+ 27.42%
$49.74 - $58.96 $1.53M - $1.81M
143K $8.42M
ILCV
Ishares Morningstar Value ETF

ETFs
26.4K
New
$79.37 - $85.24 $2.1M - $2.25M
26.4K $2.15M
COST
Costco Wholesale Corp

Consumer Defensive
2.12K
+ 163.86%
$890.62 - $1076.86 $1.89M - $2.29M
3.42K $3.23M
VTI
Vanguard Total Stock Market Et

ETFs
5.07K
New
$271.18 - $303.12 $1.37M - $1.54M
5.07K $1.39M
JNJ
Johnson & Johnson

Healthcare
6.17K
+ 36.67%
$142.06 - $167.7 $877K - $1.04M
23K $3.82M
XOM
Exxon Mobil Corp

Energy
6.89K
+ 26.9%
$105.44 - $118.93 $726K - $819K
32.5K $3.86M
IWB
Ishares Tr Russell 1000 ETF

ETFs
3.65K
+ 278.08%
$302.31 - $337.54 $1.1M - $1.23M
4.97K $1.52M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
22.5K
+ 31.54%
$49.25 - $50.66 $1.11M - $1.14M
93.9K $4.66M
ABBV
Abb Vie Inc.

Healthcare
1.26K
+ 5.57%
$169.2 - $216.66 $214K - $274K
23.9K $5.01M
CVX
Chevron Corp

Energy
3.22K
+ 17.01%
$146.71 - $167.97 $473K - $541K
22.2K $3.71M
SNPS
Synopsys Inc

Technology
2.24K
New
$428.58 - $551.54 $959K - $1.23M
2.24K $959K
IEF
Ishares Barclays

ETFs
8.95K
+ 31.61%
$91.17 - $95.39 $816K - $854K
37.3K $3.56M
PM
Philip Morris International Inc.

Consumer Defensive
460
+ 2.31%
$117.15 - $158.79 $53.9K - $73K
20.4K $3.24M
AMGN
Amgen Inc

Healthcare
999
+ 9.75%
$258.59 - $327.36 $258K - $327K
11.2K $3.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
349
+ 4.74%
$442.66 - $534.52 $154K - $187K
7.72K $4.11M
GS
Goldman Sachs Group Inc

Financial Services
1.4K
+ 100.79%
$524.81 - $672.19 $733K - $938K
2.78K $1.52M
PEP
Pepsico Inc

Consumer Defensive
5.02K
+ 29.17%
$142.64 - $156.42 $716K - $785K
22.2K $3.33M
PUK
Prudential PLC

Financial Services
33.3K
New
$14.54 - $21.92 $484K - $730K
33.3K $715K
PLD
Prologis, Inc.

Real Estate
5.54K
+ 41.92%
$103.59 - $124.04 $574K - $687K
18.8K $2.1M
VV
Vanguard Large Cap ETF

ETFs
2.56K
New
$253.32 - $282.66 $648K - $723K
2.56K $657K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
4.29K
+ 0.85%
$44.72 - $46.25 $192K - $198K
509K $23.4M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
12.6K
+ 21.54%
$50.48 - $51.04 $636K - $643K
71.1K $3.61M
SPG
Simon Property Group Inc

Real Estate
3.78K
New
$159.48 - $187.78 $602K - $709K
3.78K $626K
BAX
Baxter International Inc

Healthcare
17.3K
New
$29.26 - $36.57 $508K - $634K
17.3K $593K
V
Visa Inc.

Financial Services
555
+ 4.87%
$306.92 - $362.71 $170K - $201K
11.9K $4.18M
LLY
Eli Lilly & CO

Healthcare
227
+ 3.1%
$725.72 - $929.72 $165K - $211K
7.56K $6.24M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
979
+ 11.44%
$80.53 - $147.57 $78.8K - $144K
9.54K $1.26M
PFEB
Innovator U.S. Equity Power Bu

ETFs
15.6K
+ 45.43%
$35.54 - $37.44 $555K - $584K
49.9K $1.79M
GPC
Genuine Parts CO

Consumer Cyclical
4.39K
New
$115.91 - $129.02 $509K - $567K
4.39K $523K
CSX
Csx Corp

Industrials
17.4K
New
$29.11 - $33.67 $507K - $587K
17.4K $513K
ARES
Ares Management Corp

Financial Services
3.36K
New
$140.19 - $198.28 $471K - $666K
3.36K $492K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
5.12K
New
$87.68 - $94.52 $449K - $484K
5.12K $479K
CHKP
Check Point Software Technologies LTD

Technology
2.05K
New
$179.88 - $231.31 $369K - $475K
2.05K $468K
LYB
Lyondell Basell Industries N.V.

Basic Materials
6.94K
+ 108.78%
$69.82 - $78.67 $484K - $546K
13.3K $937K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
5.14K
+ 195.1%
$92.51 - $102.81 $475K - $528K
7.77K $718K
NGG
National Grid PLC

Utilities
5.09K
+ 24.62%
$56.13 - $65.61 $286K - $334K
25.8K $1.69M
SCHW
Schwab Charles Corp

Financial Services
5.43K
+ 67.68%
$71.24 - $83.64 $386K - $454K
13.4K $1.05M
HSY
Hershey CO

Consumer Defensive
2.66K
+ 197.92%
$144.74 - $186.36 $385K - $495K
4K $684K
ITOT
Ishares Core S&P Total U.S. St

ETFs
3.6K
New
$120.29 - $134.6 $433K - $484K
3.6K $438K
FE
Firstenergy Corp

Utilities
10.8K
New
$37.95 - $43.5 $410K - $470K
10.8K $436K
MDLZ
Mondelez International, Inc.

Consumer Defensive
4.17K
+ 23.0%
$56.12 - $68.15 $234K - $284K
22.3K $1.51M
NTRS
Northern Trust Corp

Financial Services
4.35K
New
$96.09 - $113.81 $418K - $495K
4.35K $429K
Activity Summary
Buys All Purchases 321 New Holdings 61 Increased Positions 260 Sells All Sells 169 Reductions 169 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Wealth Alliance Portfolio

Follow Wealth Alliance and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Alliance, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Alliance with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email