Wealth Alliance Purchases in Q3 2025

Wealth Alliance

  • $902 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
28.4K
+ 27.79%
$194.44 - $206.51 $5.52M - $5.86M
131K $27M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
81.2K
+ 20.68%
$54.35 - $59.32 $4.41M - $4.81M
474K $28M
ITA
Ishares Tr

ETFs
24.6K
+ 743.67%
$184.73 - $209.26 $4.55M - $5.15M
27.9K $5.84M
OEF
Ishares S&P 100 ETF

ETFs
17.1K
+ 41.29%
N/A
58.4K $15.5M
VNQ
Vanguard Specialized Funds Van

ETFs
46.4K
+ 61.39%
$88.47 - $93.24 $4.11M - $4.33M
122K $11.2M
TIP
Ishares Tr Tips Bd ETF

ETFs
34.1K
New
$109.11 - $111.88 $3.72M - $3.82M
34.1K $3.8M
IEF
Ishares Barclays

ETFs
38.4K
New
$93.91 - $97.26 $3.61M - $3.74M
38.4K $3.71M
NVDA
Nvidia Corp

Technology
6.69K
+ 9.51%
$153.3 - $186.58 $1.02M - $1.25M
77K $14.4M
IAU
Ishares Gold Trust

ETFs
25.2K
+ 20.1%
$61.62 - $72.77 $1.55M - $1.84M
151K $11M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
28.9K
+ 45.97%
$98.52 - $103.93 $2.84M - $3M
91.6K $9.44M
IWD
Ishares Russell 1000 Val ETF

ETFs
7.27K
New
$192.76 - $203.86 $1.4M - $1.48M
7.27K $1.48M
REET
Ishares Global Reit ETF

ETFs
55K
New
$24.45 - $25.91 $1.34M - $1.42M
55K $1.41M
IWM
Ishares Russell 2000 ETF

ETFs
5.29K
New
$214.92 - $244.84 $1.14M - $1.29M
5.29K $1.28M
MSFT
Microsoft Corp

Technology
636
+ 1.5%
$491.09 - $535.64 $312K - $341K
42.9K $22.2M
JNJ
Johnson & Johnson

Healthcare
2.16K
+ 8.96%
$155.17 - $185.42 $335K - $401K
26.3K $4.87M
TSLA
Tesla, Inc.

Consumer Cyclical
88
+ 1.04%
$293.94 - $444.72 $25.9K - $39.1K
8.55K $3.8M
ASML
Asml Holding Nv

Technology
709
+ 35.45%
$689.63 - $968.09 $489K - $686K
2.71K $2.62M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
252
+ 1.46%
$224.68 - $282.71 $56.6K - $71.2K
17.5K $4.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
366
+ 2.43%
$617.65 - $666.84 $226K - $244K
15.4K $10.3M
PLD
Prologis, Inc.

Real Estate
6.71K
+ 35.61%
$104.08 - $115.35 $698K - $774K
25.5K $2.92M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2.33K
+ 12.63%
$236.25 - $257.69 $551K - $601K
20.8K $5.34M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
12.7K
New
$60.01 - $65.01 $761K - $825K
12.7K $824K
ORCL
Oracle Corp

Technology
394
+ 3.52%
$218.96 - $328.33 $86.3K - $129K
11.6K $3.26M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
55.4K
+ 132.79%
$14.94 - $16.82 $827K - $931K
97.1K $1.45M
PFE
Pfizer Inc

Healthcare
26.3K
+ 40.47%
$23.29 - $25.88 $613K - $681K
91.3K $2.33M
MUA
Blackrock Muniassets Fund, Inc.

Financial Services
63.4K
New
$10.13 - $11.79 $642K - $748K
63.4K $703K
DHR
Danaher Corp

Healthcare
3.35K
New
$181.46 - $212.2 $607K - $710K
3.35K $663K
PAUG
Innovator U.S. Equity Power Bu

ETFs
12.4K
+ 36.39%
$40.45 - $42.49 $502K - $527K
46.5K $1.98M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.22K
+ 216.37%
$420.11 - $472.68 $511K - $575K
1.78K $832K
AMCR
Amcor PLC

Consumer Cyclical
76.9K
+ 159.62%
$7.97 - $9.94 $613K - $765K
125K $1.02M
JPM
Jpmorgan Chase & CO

Financial Services
360
+ 2.05%
$282.78 - $316.06 $102K - $114K
17.9K $5.65M
XLG
Invesco Exchange Traded Fd Tr

ETFs
9.22K
New
$51.78 - $57.89 $477K - $534K
9.22K $530K
SPTL
Spdr Portfolio Long Term Treas

ETFs
18.9K
New
$25.67 - $27.21 $485K - $514K
18.9K $509K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.26K
New
$366.54 - $479.53 $461K - $604K
1.26K $493K
APH
Amphenol Corp

Technology
1.43K
+ 11.54%
$97.39 - $125.4 $140K - $180K
13.9K $1.72M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
7.5K
New
$59.61 - $63.09 $447K - $473K
7.5K $471K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
5.89K
New
$72.65 - $78.68 $428K - $464K
5.89K $461K
SAN
Banco Santander, S.A.

Financial Services
43K
New
$8.27 - $10.48 $356K - $451K
43K $450K
PEP
Pepsico Inc

Consumer Defensive
1.93K
+ 9.13%
$133.81 - $152.16 $259K - $294K
23.1K $3.24M
PPG
Ppg Industries Inc

Basic Materials
4.15K
New
$103.65 - $119.07 $430K - $494K
4.15K $436K
VZ
Verizon Communications Inc

Communication Services
8.74K
+ 12.77%
$40.84 - $45.06 $357K - $394K
77.2K $3.39M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
20.1K
+ 7.37%
$46.51 - $50.07 $937K - $1.01M
293K $13.8M
WFC
Wells Fargo & Company

Financial Services
4.22K
+ 37.39%
$77.05 - $85.16 $325K - $359K
15.5K $1.3M
USB
Us Bancorp \De\

Financial Services
5.84K
+ 18.88%
$43.94 - $50.41 $257K - $294K
36.8K $1.78M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
28.5K
+ 124.17%
$11.84 - $13.45 $337K - $383K
51.4K $651K
MRVL
Marvell Technology, Inc.

Technology
4.33K
New
$62.31 - $84.07 $270K - $364K
4.33K $364K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
7.87K
New
$45.07 - $47.56 $355K - $374K
7.87K $361K
XEL
Xcel Energy Inc

Utilities
726
+ 3.16%
$67.56 - $80.65 $49K - $58.6K
23.7K $1.91M
CVX
Chevron Corp

Energy
423
+ 1.85%
$145.57 - $161.83 $61.6K - $68.5K
23.3K $3.61M
Activity Summary
Buys All Purchases 257 New Holdings 61 Increased Positions 196 Sells All Sells 260 Reductions 260 Sold out 0 Options Calls 0 Puts 0
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