Wealth Alliance Purchases in Q1 2025

Wealth Alliance

  • $799 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FMX
Mexican Economic Development Inc

Consumer Defensive
4.26K
New
$81.23 - $100.59 $346K - $428K
4.26K $415K
GLD
Spdr Gold Trust

ETFs
1K
+ 39.08%
$243.19 - $288.14 $243K - $288K
3.56K $1.03M
VICI
Vici Properties Inc.

Real Estate
11.7K
New
$28.21 - $32.68 $331K - $383K
11.7K $382K
IGM
Ishares Expanded Tech Sector E

ETFs
4.2K
New
$90.67 - $108.46 $381K - $456K
4.2K $381K
SNY
Sanofi

Healthcare
2.99K
+ 10.21%
$48.15 - $59.42 $144K - $178K
32.3K $1.79M
CDW
Cdw Corp

Technology
2.35K
New
$160.26 - $206.13 $376K - $484K
2.35K $375K
UNP
Union Pacific Corp

Industrials
1.43K
+ 36.95%
$225.21 - $254.42 $323K - $365K
5.31K $1.25M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
410
+ 4.98%
$208.48 - $244.03 $85.5K - $100K
8.65K $2.11M
ABT
Abbott Laboratories

Healthcare
781
+ 5.95%
$111.1 - $140.22 $86.8K - $110K
13.9K $1.84M
ABNB
Airbnb, Inc.

Consumer Cyclical
3.16K
+ 126.52%
$119.38 - $161.42 $377K - $510K
5.65K $675K
KO
Coca Cola CO

Consumer Defensive
2.83K
+ 19.14%
$60.81 - $72.32 $172K - $205K
17.6K $1.26M
AMT
American Tower Corp

Real Estate
948
+ 24.25%
$173.46 - $217.6 $164K - $206K
4.86K $1.06M
EMGF
Ishares Msci Emerging Markets

ETFs
6.64K
+ 80.24%
$44.18 - $48.23 $293K - $320K
14.9K $697K
AON
Aon PLC

Financial Services
781
New
$348.44 - $409.32 $272K - $320K
781 $311K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
16.3K
+ 34.68%
$11.66 - $14.98 $190K - $244K
63.2K $860K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
4.11K
New
$60.74 - $73.87 $250K - $303K
4.11K $303K
HPQ
Hp Inc

Technology
10.9K
New
$27.69 - $34.72 $303K - $379K
10.9K $302K
OLED
Universal Display Corp Pa

Technology
2.1K
New
$139.48 - $161.59 $293K - $340K
2.1K $293K
SNOW
Snowflake Inc.

Technology
2.12K
+ 95.27%
$146.16 - $192.78 $309K - $408K
4.34K $633K
VTR
Ventas, Inc.

Real Estate
4.1K
New
$56.9 - $70.47 $233K - $289K
4.1K $281K
GMAB
Genmab A/S

Healthcare
14.1K
New
$18.69 - $24.14 $264K - $341K
14.1K $276K
CCI
Crown Castle International Corp

Real Estate
2.66K
New
$84.33 - $106.39 $224K - $283K
2.66K $276K
DUK
Duke Energy Corp

Utilities
206
+ 1.18%
$105.87 - $121.97 $21.8K - $25.1K
17.6K $2.15M
TRV
Travelers Companies, Inc.

Financial Services
549
+ 10.73%
$232.43 - $265.13 $128K - $146K
5.67K $1.5M
CVS
Cvs Health Corp

Healthcare
1.75K
+ 28.74%
$44.22 - $68.64 $77.2K - $120K
7.82K $529K
PG
Procter & Gamble CO

Consumer Defensive
1.1K
+ 4.57%
$158.56 - $176.26 $174K - $194K
25.2K $4.29M
EMB
Ishares Tr

ETFs
2.68K
+ 41.16%
$88.64 - $92.03 $237K - $246K
9.18K $831K
C
Citigroup Inc

Financial Services
3.43K
+ 56.01%
$67.23 - $84.63 $230K - $290K
9.55K $677K
WEC
Wec Energy Group, Inc.

Utilities
317
+ 2.25%
$92.12 - $108.98 $29.2K - $34.5K
14.4K $1.57M
EQT
Eqt Corp

Energy
4.58K
New
$46.16 - $54.25 $212K - $249K
4.58K $244K
BK
Bank Of New York Mellon Corp

Financial Services
2.84K
New
$75.42 - $88.95 $214K - $253K
2.84K $238K
PRVA
Privia Health Group, Inc.

Healthcare
10.6K
New
$19.64 - $25.69 $208K - $273K
10.6K $238K
CBOE
Cboe Global Markets, Inc.

Financial Services
1.05K
New
$190.84 - $226.29 $199K - $236K
1.05K $236K
MELI
Mercadolibre Inc

Consumer Cyclical
95
+ 47.74%
$1739.0 - $2260.0 $165K - $215K
294 $573K
EUSB
Ishares Tr Esg Advanced Total

Technology
5.4K
New
$42.05 - $43.43 $227K - $234K
5.4K $233K
SBUX
Starbucks Corp

Consumer Cyclical
1.53K
+ 13.07%
$91.75 - $115.81 $141K - $178K
13.3K $1.3M
RGEN
Repligen Corp

Healthcare
1.84K
New
$127.24 - $174.24 $234K - $320K
1.84K $233K
SLV
I Shares Silver Trust

ETFs
7.5K
New
$26.93 - $31.32 $202K - $235K
7.5K $232K
XYL
Xylem Inc.

Industrials
1.92K
New
$114.02 - $132.04 $219K - $253K
1.92K $229K
NKE
Nike, Inc.

Consumer Cyclical
4.16K
+ 141.18%
$63.29 - $81.72 $263K - $340K
7.11K $451K
IYH
Ishares Tr

ETFs
3.73K
New
$58.32 - $62.76 $217K - $234K
3.73K $226K
BP
Bp PLC

Energy
6.71K
New
$29.93 - $35.31 $201K - $237K
6.71K $226K
CSWI
Csw Industrials, Inc.

Industrials
765
New
$283.77 - $396.86 $217K - $304K
765 $223K
INTC
Intel Corp

Technology
9.6K
New
$19.1 - $27.39 $183K - $263K
9.6K $217K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
1.86K
New
$96.27 - $116.36 $179K - $216K
1.86K $216K
BKNG
Booking Holdings Inc.

Consumer Cyclical
46
New
$4295.4 - $5141.88 $198K - $237K
46 $211K
AZN
Astrazeneca PLC

Healthcare
992
+ 5.72%
$65.37 - $77.96 $64.8K - $77.3K
18.3K $1.35M
EVTC
Evertec, Inc.

Technology
5.67K
New
$31.79 - $37.92 $180K - $215K
5.67K $208K
HAS
Hasbro, Inc.

Consumer Cyclical
3.37K
New
$56.16 - $69.06 $189K - $233K
3.37K $207K
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
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