Wealth Alliance Purchases in Q3 2024

Wealth Alliance

  • $818 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VOE
Vanguard Mid Cap Value Index F

ETFs
483
+ 3.86%
$149.02 - $167.67 $72K - $81K
13K $2.18M
KKR
Kkr & Co. Inc.

Financial Services
2.28K
New
$104.51 - $133.23 $238K - $304K
2.28K $297K
ETN
Eaton Corp PLC

Industrials
514
+ 7.33%
$272.52 - $333.02 $140K - $171K
7.53K $2.49M
USB
Us Bancorp \De\

Financial Services
839
+ 1.99%
$39.04 - $47.23 $32.8K - $39.6K
43K $1.97M
XEL
Xcel Energy Inc

Utilities
29
+ 0.12%
$52.11 - $65.3 $1.51K - $1.89K
24.1K $1.58M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.99K
+ 30.87%
$57.22 - $80.08 $114K - $159K
8.43K $657K
OEF
Ishares S&P 100 ETF

ETFs
950
+ 6.14%
$266.03 - $266.03 $253K - $253K
16.4K $4.37M
AOA
Ishares Tr Core Aggressive All

ETFs
60
+ 0.09%
$72.11 - $79.05 $4.33K - $4.74K
65.9K $5.2M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
25.1K
New
$9.55 - $11.13 $240K - $279K
25.1K $272K
PJUL
Innovator U.S. Equity Power Bu

ETFs
5.62K
+ 20.83%
$37.89 - $40.48 $213K - $227K
32.6K $1.32M
PEY
Invesco Exchange Traded Fd Tr

ETFs
6.49K
+ 12.03%
$19.4 - $21.93 $126K - $142K
60.5K $1.33M
TRV
Travelers Companies, Inc.

Financial Services
530
+ 11.71%
$201.87 - $242.35 $107K - $128K
5.06K $1.18M
RGEN
Repligen Corp

Healthcare
1.76K
New
$119.79 - $167.35 $211K - $294K
1.76K $261K
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.65K
+ 23.73%
$54.98 - $59.51 $201K - $217K
19K $1.13M
MA
Mastercard Inc

Financial Services
45
+ 1.0%
$429.6 - $500.99 $19.3K - $22.5K
4.56K $2.25M
SHOP
Shopify Inc.

Technology
2K
+ 28.69%
$52.26 - $80.75 $105K - $162K
8.97K $719K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
1.83K
New
$107.74 - $140.72 $197K - $257K
1.83K $256K
KNSL
Kinsale Capital Group, Inc.

Financial Services
550
New
$370.41 - $491.09 $204K - $270K
550 $256K
PSA
Public Storage

Real Estate
696
New
$283.13 - $365.01 $197K - $254K
696 $253K
OLED
Universal Display Corp Pa

Technology
1.2K
New
$157.72 - $236.42 $190K - $285K
1.2K $252K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.2K
+ 6.05%
$64.35 - $75.71 $77K - $90.6K
21K $1.54M
NKE
Nike, Inc.

Consumer Cyclical
2.25K
+ 56.65%
$71.09 - $89.44 $160K - $201K
6.22K $549K
LDOS
Leidos Holdings, Inc.

Technology
1.52K
New
$142.66 - $163.02 $217K - $248K
1.52K $247K
GMAB
Genmab A/S

Healthcare
10K
New
$23.84 - $28.48 $239K - $286K
10K $244K
PPL
Ppl Corp

Utilities
3.31K
+ 13.37%
$27.36 - $33.08 $90.6K - $110K
28.1K $928K
HCA
Hca Healthcare, Inc.

Healthcare
600
New
$315.12 - $406.43 $189K - $244K
600 $243K
VTR
Ventas, Inc.

Real Estate
3.77K
New
$50.88 - $65.33 $192K - $246K
3.77K $242K
PCTY
Paylocity Holding Corp

Technology
1.47K
New
$132.0 - $165.41 $194K - $242K
1.47K $241K
HUBB
Hubbell Inc

Industrials
561
New
$355.55 - $428.48 $199K - $240K
561 $240K
ES
Eversource Energy

Utilities
3.44K
New
$56.52 - $68.38 $194K - $235K
3.44K $234K
VOT
Vanguard Mid Cap Growth Index

ETFs
381
+ 3.8%
$218.05 - $243.47 $83.1K - $92.8K
10.4K $2.53M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
303
+ 0.55%
$57.32 - $62.65 $17.4K - $19K
55.6K $3.47M
FICO
Fair Isaac Corp

Technology
10
+ 2.19%
$1496.51 - $1947.38 $15K - $19.5K
466 $906K
FFIN
First Financial Bankshares Inc

Financial Services
6.16K
New
$28.56 - $39.46 $176K - $243K
6.16K $227K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.63K
New
$41.9 - $48.26 $194K - $224K
4.63K $221K
XLI
Industrial Sector Spdr

ETFs
1.63K
New
$120.56 - $135.44 $197K - $221K
1.63K $221K
COF
Capital One Financial Corp

Financial Services
1.47K
New
$131.42 - $153.05 $193K - $225K
1.47K $220K
AXP
American Express CO

Financial Services
84
+ 1.69%
$225.92 - $271.17 $19K - $22.8K
5.07K $1.37M
IFRA
Ishares Tr

ETFs
788
+ 2.11%
$41.55 - $46.97 $32.7K - $37K
38K $1.79M
BOTZ
Global X Fds

ETFs
6.81K
New
$27.68 - $32.27 $188K - $220K
6.81K $218K
KHC
Kraft Heinz CO

Consumer Defensive
6.11K
New
$31.86 - $36.13 $195K - $221K
6.11K $214K
GPC
Genuine Parts CO

Consumer Cyclical
1.5K
+ 69.95%
$131.04 - $147.11 $197K - $221K
3.65K $510K
KO
Coca Cola CO

Consumer Defensive
1.4K
+ 10.54%
$62.69 - $73.01 $87.7K - $102K
14.7K $1.05M
DHR
Danaher Corp

Healthcare
751
New
$239.25 - $280.76 $180K - $211K
751 $208K
RY
Royal Bank Of Canada

Financial Services
1.67K
New
$105.65 - $124.73 $177K - $209K
1.67K $208K
LEN
Lennar Corp

Consumer Cyclical
1.1K
New
$142.5 - $192.45 $156K - $211K
1.1K $205K
LYG
Lloyds Banking Group PLC

Financial Services
59.6K
+ 120.16%
$2.73 - $3.17 $163K - $189K
109K $339K
LHX
L3 Harris Technologies, Inc.

Industrials
855
New
$221.96 - $243.27 $190K - $208K
855 $203K
RLI
Rli Corp

Financial Services
1.32K
New
$137.07 - $154.98 $180K - $204K
1.32K $203K
Activity Summary
Buys All Purchases 281 New Holdings 41 Increased Positions 240 Sells All Sells 209 Reductions 209 Sold out 0 Options Calls 0 Puts 0
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