Wealth Alliance Purchases in Q4 2024

Wealth Alliance

  • $811 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PGR
Progressive Corp

Financial Services
2
+ 0.21%
$239.6 - $268.88 $479 - $538
937 $224K
PANW
Palo Alto Networks Inc

Technology
3.93K
+ 85.88%
$181.96 - $405.9 $715K - $1.59M
8.5K $1.55M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
173
+ 4.42%
$89.81 - $104.0 $15.5K - $18K
4.08K $367K
WEC
Wec Energy Group, Inc.

Utilities
110
+ 0.79%
$92.94 - $101.82 $10.2K - $11.2K
14.1K $1.33M
TRP
Tc Energy Corp

Energy
73
+ 0.29%
$44.03 - $50.23 $3.21K - $3.67K
25.7K $1.19M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
557
+ 2.22%
$9.25 - $10.62 $5.15K - $5.92K
25.7K $249K
CB
Chubb LTD

Financial Services
35
+ 1.13%
$271.57 - $301.89 $9.5K - $10.6K
3.12K $862K
LYG
Lloyds Banking Group PLC

Financial Services
5.47K
+ 5.01%
$2.67 - $3.23 $14.6K - $17.7K
115K $311K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
20.2K
+ 197.17%
$26.93 - $84.95 $545K - $1.72M
30.5K $833K
EMGF
Ishares Msci Emerging Markets

ETFs
31
+ 0.38%
$45.23 - $51.49 $1.4K - $1.6K
8.27K $374K
HD
Home Depot, Inc.

Consumer Cyclical
140
+ 2.45%
$385.02 - $431.37 $53.9K - $60.4K
5.86K $2.28M
EFX
Equifax Inc

Industrials
18
+ 1.6%
$245.03 - $293.5 $4.41K - $5.28K
1.15K $292K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
112
+ 0.28%
$17.21 - $18.41 $1.93K - $2.06K
40.6K $700K
URI
United Rentals, Inc.

Industrials
4
+ 1.02%
$704.44 - $880.32 $2.82K - $3.52K
398 $280K
MU
Micron Technology Inc

Technology
90
+ 3.63%
$84.16 - $113.41 $7.57K - $10.2K
2.57K $216K
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.7K
+ 10.94%
$87.1 - $98.49 $322K - $364K
37.5K $3.27M
VAW
Vanguard Materials ETF

ETFs
3
+ 0.16%
$186.91 - $215.32 $561 - $646
1.83K $343K
LQD
Ishares Iboxx $ Investment Gra

ETFs
129
+ 1.4%
$106.56 - $113.11 $13.7K - $14.6K
9.33K $996K
PSA
Public Storage

Real Estate
7
+ 1.01%
$289.33 - $360.21 $2.03K - $2.52K
703 $210K
VEA
Vanguard Ftse Developed Market

ETFs
109
+ 1.11%
$47.57 - $52.44 $5.19K - $5.72K
9.95K $475K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
32
+ 1.75%
$104.0 - $138.19 $3.33K - $4.42K
1.86K $206K
CL
Colgate Palmolive CO

Consumer Defensive
10
+ 0.26%
$90.22 - $102.31 $902 - $1.02K
3.93K $357K
THO
Thor Industries Inc

Consumer Cyclical
9
+ 0.24%
$94.35 - $115.54 $849 - $1.04K
3.78K $361K
MCD
Mcdonalds Corp

Consumer Cyclical
116
+ 1.73%
$288.47 - $316.54 $33.5K - $36.7K
6.82K $1.98M
VHT
Vanguard Health Care ETF

ETFs
7
+ 0.3%
$250.81 - $283.3 $1.76K - $1.98K
2.31K $586K
ICLR
Icon PLC

Healthcare
150
+ 11.26%
$187.22 - $297.57 $28.1K - $44.6K
1.48K $310K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
6.72K
+ 73.85%
$22.63 - $47.53 $152K - $320K
15.8K $359K
ED
Consolidated Edison Inc

Utilities
4
+ 0.06%
$88.87 - $107.38 $355 - $430
6.53K $582K
KO
Coca Cola CO

Consumer Defensive
123
+ 0.84%
$61.74 - $71.71 $7.59K - $8.82K
14.8K $921K
IVE
Ishares S&P 500 Value ETF

ETFs
1.77K
+ 2.02%
$189.5 - $206.17 $336K - $365K
89.5K $17.1M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
10K
+ 7.1%
$55.45 - $61.08 $556K - $612K
151K $8.39M
ETR
Entergy Corp

Utilities
2.69K
+ 32.47%
$73.19 - $156.4 $197K - $420K
11K $830K
ABBV
Abb Vie Inc.

Healthcare
779
+ 3.56%
$164.99 - $203.87 $129K - $159K
22.7K $4.03M
LLY
Eli Lilly & CO

Healthcare
457
+ 6.65%
$727.2 - $932.06 $332K - $426K
7.33K $5.66M
Activity Summary
Buys All Purchases 185 New Holdings 31 Increased Positions 154 Sells All Sells 285 Reductions 285 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