Wealth Alliance Incresed Positions in Q2 2025

Wealth Alliance

  • $843 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
90K
+ 35.44%
$52.4 - $64.65 $4.72M - $5.82M
344K $21.8M
IVW
Ishares S&P 500 Growth ETF

ETFs
29.8K
+ 15.4%
$82.96 - $110.1 $2.47M - $3.28M
223K $24.6M
IEMG
Ishares Inc

ETFs
118K
+ 96.07%
N/A
240K $12.9M
IVE
Ishares S&P 500 Value ETF

ETFs
19.1K
+ 22.94%
$168.34 - $195.42 $3.21M - $3.72M
102K $20M
NVDA
Nvidia Corp

Technology
4.73K
+ 7.22%
$94.31 - $157.99 $446K - $748K
70.3K $11.1M
AVGO
Broadcom Inc.

Technology
1.61K
+ 6.39%
$146.29 - $275.65 $235K - $443K
26.8K $7.38M
META
Meta Platforms, Inc.

Communication Services
1.41K
+ 12.08%
$484.66 - $738.09 $681K - $1.04M
13K $9.63M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
13.9K
+ 3.68%
$43.53 - $54.46 $606K - $759K
392K $21.4M
VXF
Vanguard Extended Market ETF

ETFs
12K
+ 391.16%
$150.43 - $192.71 $1.8M - $2.31M
15K $2.9M
QUAL
Ishares Msci Usa Quality Facto

ETFs
5.15K
+ 4.63%
$152.42 - $182.82 $785K - $942K
117K $21.3M
OEF
Ishares S&P 100 ETF

ETFs
6.48K
+ 18.6%
N/A
41.3K $11M
NFLX
Netflix Inc

Communication Services
29
+ 0.86%
$855.86 - $1339.13 $24.8K - $38.8K
3.4K $4.55M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
36.8K
+ 59.69%
$26.69 - $33.44 $982K - $1.23M
98.4K $3.24M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
14.5K
+ 29.94%
$97.29 - $105.63 $1.41M - $1.53M
62.8K $6.38M
SPY
Spdr S&P 500 ETF Trust

ETFs
477
+ 3.27%
$496.48 - $617.85 $237K - $295K
15K $9.29M
BTI
British American Tobacco P.L.C.

Consumer Defensive
23.3K
+ 390.96%
$39.43 - $49.34 $917K - $1.15M
29.2K $1.38M
JPM
Jpmorgan Chase & CO

Financial Services
719
+ 4.27%
$210.28 - $289.91 $151K - $208K
17.6K $5.09M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
757
+ 4.27%
$180.84 - $240.32 $137K - $182K
18.5K $4.44M
MUB
Ishares National Muni Bond ETF

ETFs
7.15K
+ 34.98%
$102.31 - $105.8 $731K - $756K
27.6K $2.88M
VOT
Vanguard Mid Cap Growth Index

ETFs
927
+ 8.75%
$216.28 - $284.39 $200K - $264K
11.5K $3.28M
ETN
Eaton Corp PLC

Industrials
128
+ 1.72%
$246.52 - $356.99 $31.6K - $45.7K
7.59K $2.71M
DIS
Walt Disney CO

Communication Services
1.42K
+ 7.51%
$81.72 - $124.01 $116K - $176K
20.3K $2.52M
VB
Vanguard Small Cap ETF

ETFs
1.34K
+ 7.53%
$193.73 - $237.37 $259K - $318K
19.1K $4.53M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
12.3K
+ 21.51%
$33.11 - $37.79 $406K - $464K
69.3K $2.62M
IEFA
Ishares Tr

ETFs
1.07K
+ 1.9%
$67.83 - $84.09 $72.3K - $89.6K
57.2K $4.77M
PLTR
Palantir Technologies Inc.

Technology
1.42K
+ 22.95%
$74.01 - $144.25 $105K - $204K
7.58K $1.03M
TLT
Ishares Barclays 20+ Year Trea

ETFs
6.11K
+ 56.01%
$83.97 - $92.85 $513K - $567K
17K $1.5M
FE
Firstenergy Corp

Utilities
12.4K
+ 115.17%
$38.31 - $43.17 $477K - $537K
23.3K $936K
UBER
Uber Technologies, Inc

Technology
2.28K
+ 18.57%
$64.62 - $93.3 $147K - $212K
14.5K $1.36M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.76K
+ 17.32%
$149.76 - $186.42 $264K - $329K
11.9K $2.23M
VO
Vanguard Mid Cap ETF

ETFs
540
+ 4.27%
$228.54 - $279.83 $123K - $151K
13.2K $3.69M
AXP
American Express CO

Financial Services
548
+ 11.25%
$231.39 - $318.98 $127K - $175K
5.42K $1.73M
INTU
Intuit Inc

Technology
77
+ 3.77%
$544.07 - $787.63 $41.9K - $60.6K
2.12K $1.67M
AMD
Advanced Micro Devices Inc

Technology
1.88K
+ 51.41%
$78.21 - $143.81 $147K - $271K
5.55K $787K
CMI
Cummins Inc

Industrials
1.16K
+ 69.36%
$267.12 - $336.65 $309K - $390K
2.83K $925K
SCHW
Schwab Charles Corp

Financial Services
2.29K
+ 17.04%
$69.06 - $91.24 $158K - $209K
15.7K $1.44M
NGG
National Grid PLC

Utilities
1.53K
+ 5.93%
$62.74 - $74.79 $95.9K - $114K
27.3K $2.03M
VBK
Vanguard Small Cap Growth ETF

ETFs
745
+ 14.01%
$219.76 - $276.94 $164K - $206K
6.06K $1.68M
CCJ
Cameco Corp

Energy
154
+ 1.56%
$36.68 - $74.46 $5.65K - $11.5K
10K $744K
VTI
Vanguard Total Stock Market Et

ETFs
608
+ 12.0%
$243.75 - $303.93 $148K - $185K
5.67K $1.72M
IBM
International Business Machines Corp

Technology
148
+ 2.46%
$221.03 - $294.78 $32.7K - $43.6K
6.16K $1.81M
WMT
Walmart Inc.

Consumer Defensive
354
+ 1.27%
$81.79 - $99.98 $29K - $35.4K
28.3K $2.77M
PANW
Palo Alto Networks Inc

Technology
150
+ 1.82%
$152.44 - $204.64 $22.9K - $30.7K
8.39K $1.72M
NOW
Service Now, Inc.

Technology
112
+ 14.6%
$721.65 - $1040.18 $80.8K - $117K
879 $903K
LLY
Eli Lilly & CO

Healthcare
824
+ 10.9%
$713.71 - $898.95 $588K - $741K
8.38K $6.53M
BAC
Bank Of America Corp

Financial Services
2.32K
+ 7.28%
$34.39 - $47.46 $79.7K - $110K
34.2K $1.62M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.01K
+ 1.77%
$51.16 - $62.02 $51.7K - $62.7K
58.2K $3.61M
ARES
Ares Management Corp

Financial Services
1.03K
+ 30.56%
$118.04 - $175.83 $121K - $181K
4.39K $760K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
5.06K
+ 7.12%
$49.79 - $50.75 $252K - $257K
76.2K $3.87M
Activity Summary
Buys All Purchases 339 New Holdings 55 Increased Positions 284 Sells All Sells 171 Reductions 171 Sold out 0 Options Calls 0 Puts 0
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