Wealth Alliance Purchases in Q3 2024

Wealth Alliance

  • $818 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
WPM
Wheaton Precious Metals Corp.

Basic Materials
3.29K
New
$52.04 - $64.22 $171K - $211K
3.29K $200K
SLB
Schlumberger Limited

Energy
5.29K
+ 123.43%
$39.57 - $49.67 $209K - $263K
9.58K $402K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
4.85K
New
$39.37 - $41.68 $191K - $202K
4.85K $200K
NOC
Northrop Grumman Corp

Industrials
67
+ 3.81%
$423.73 - $533.14 $28.4K - $35.7K
1.83K $964K
V
Visa Inc.

Financial Services
200
+ 1.78%
$253.74 - $291.56 $50.7K - $58.3K
11.5K $3.15M
CSCO
Cisco Systems, Inc.

Technology
1.38K
+ 6.64%
$44.74 - $53.22 $61.7K - $73.4K
22.2K $1.18M
HPQ
Hp Inc

Technology
5.13K
+ 73.77%
$32.02 - $38.11 $164K - $196K
12.1K $433K
VBK
Vanguard Small Cap Growth ETF

ETFs
400
+ 8.69%
$240.48 - $267.94 $96.2K - $107K
5K $1.34M
AMD
Advanced Micro Devices Inc

Technology
1.05K
+ 35.91%
$128.67 - $183.96 $136K - $194K
3.99K $654K
EQIX
Equinix Inc

Real Estate
62
+ 6.57%
$749.0 - $890.01 $46.4K - $55.2K
1.01K $892K
APP
App Lovin Corp

Technology
119
+ 3.52%
$67.14 - $130.65 $7.99K - $15.5K
3.5K $457K
VBR
Vanguard Small Cap Value ETF

ETFs
395
+ 7.49%
$179.99 - $201.6 $71.1K - $79.6K
5.67K $1.14M
VRT
Vertiv Holdings CO

Industrials
2.02K
New
$86.66 - $86.66 $175K - $175K
2.02K $175K
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.07K
+ 13.15%
$106.11 - $113.72 $113K - $122K
9.2K $1.04M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
1.56K
+ 13.47%
$64.83 - $72.82 $101K - $113K
13.1K $945K
HLMN
Hillman Solutions Corp.

Industrials
10.3K
+ 33.12%
$8.66 - $10.66 $89.2K - $110K
41.4K $437K
ISRG
Intuitive Surgical Inc

Healthcare
61
+ 2.18%
$416.14 - $494.01 $25.4K - $30.1K
2.86K $1.4M
BX
Blackstone Inc.

Financial Services
508
+ 19.23%
$120.77 - $159.66 $61.4K - $81.1K
3.15K $482K
NFLX
Netflix Inc

Communication Services
23
+ 0.58%
$598.55 - $722.26 $13.8K - $16.6K
4.01K $2.85M
BAX
Baxter International Inc

Healthcare
2.54K
+ 20.39%
$32.85 - $40.26 $83.3K - $102K
15K $568K
BLW
Blackrock LTD Duration Income Trust

Financial Services
8.71K
+ 17.08%
$13.87 - $14.61 $121K - $127K
59.7K $863K
BTI
British American Tobacco P.L.C.

Consumer Defensive
758
+ 3.44%
$31.07 - $39.36 $23.6K - $29.8K
22.8K $833K
KJUL
Innovator U.S. Small Cap Power

Technology
4.38K
+ 34.14%
$27.38 - $29.23 $120K - $128K
17.2K $500K
MMM
3 M CO

Industrials
408
+ 15.69%
$99.69 - $139.42 $40.7K - $56.9K
3.01K $411K
BNDX
Vanguard Total International B

ETFs
1.92K
+ 6.61%
$48.42 - $50.35 $92.7K - $96.4K
30.9K $1.55M
NOW
Service Now, Inc.

Technology
46
+ 4.85%
$730.87 - $937.36 $33.6K - $43.1K
995 $889K
MSCI
Msci Inc.

Financial Services
136
+ 23.45%
$479.31 - $584.91 $65.2K - $79.5K
716 $417K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
806
+ 4.75%
$147.95 - $191.05 $119K - $154K
17.8K $3.09M
ADP
Automatic Data Processing Inc

Industrials
51
+ 1.78%
$233.44 - $279.45 $11.9K - $14.3K
2.92K $808K
APD
Air Products & Chemicals, Inc.

Basic Materials
43
+ 1.55%
$247.34 - $300.11 $10.6K - $12.9K
2.81K $836K
ALLE
Allegion PLC

Industrials
319
+ 13.02%
$114.67 - $145.7 $36.6K - $46.5K
2.77K $403K
UNP
Union Pacific Corp

Industrials
102
+ 2.33%
$221.78 - $256.09 $22.6K - $26.1K
4.48K $1.1M
TDY
Teledyne Technologies Inc

Technology
59
+ 3.4%
$381.47 - $437.71 $22.5K - $25.8K
1.79K $784K
BCE
Bce Inc

Communication Services
1.14K
+ 3.83%
$31.33 - $36.08 $35.7K - $41.1K
30.9K $1.07M
QQQ
Invesco Qqq Trust, Series 1

ETFs
199
+ 15.03%
$434.77 - $502.96 $86.5K - $100K
1.52K $743K
VEA
Vanguard Ftse Developed Market

ETFs
1.49K
+ 17.88%
$47.6 - $53.31 $71K - $79.5K
9.84K $519K
POOL
Pool Corp

Industrials
81
+ 7.36%
$296.17 - $376.8 $24K - $30.5K
1.18K $445K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
7.53K
+ 20.34%
$15.5 - $16.99 $117K - $128K
44.6K $738K
SMG
Scotts Miracle Gro CO

Basic Materials
56
+ 1.24%
$61.06 - $86.7 $3.42K - $4.86K
4.56K $395K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
486
+ 6.9%
$100.75 - $111.62 $49K - $54.2K
7.53K $823K
CHH
Choice Hotels International Inc

Consumer Cyclical
527
+ 18.6%
$117.06 - $133.72 $61.7K - $70.5K
3.36K $437K
PFE
Pfizer Inc

Healthcare
1.78K
+ 3.58%
$27.7 - $31.39 $49.3K - $55.9K
51.5K $1.49M
ED
Consolidated Edison Inc

Utilities
3
+ 0.05%
$88.42 - $104.97 $265 - $315
6.53K $679K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.09K
+ 33.5%
$71.45 - $75.64 $77.7K - $82.2K
4.33K $325K
DELL
Dell Technologies Inc.

Technology
1.64K
+ 30.12%
$87.89 - $145.97 $144K - $240K
7.09K $840K
MELI
Mercadolibre Inc

Consumer Cyclical
1
+ 0.47%
$1591.44 - $2140.1 $1.59K - $2.14K
212 $434K
GE
General Electric CO

Industrials
42
+ 1.56%
$156.66 - $189.66 $6.58K - $7.97K
2.74K $516K
HSY
Hershey CO

Consumer Defensive
328
+ 11.94%
$182.45 - $203.25 $59.8K - $66.7K
3.08K $589K
IBKR
Interactive Brokers Group, Inc.

Financial Services
271
+ 9.51%
$108.65 - $139.41 $29.4K - $37.8K
3.12K $434K
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
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