Wealth Alliance Incresed Positions in Q1 2024

Wealth Alliance

  • $747 Million
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
42.1K
+ 94.44%
$171.09 - $186.81 $7.2M - $7.86M
86.6K $16.2M
IVW
Ishares S&P 500 Growth ETF

ETFs
72.7K
+ 67.85%
$72.87 - $85.14 $5.3M - $6.19M
180K $15.2M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
136K
+ 42.03%
$45.02 - $46.27 $6.13M - $6.3M
460K $21M
TIP
Ishares Tr Tips Bd ETF

ETFs
33K
+ 1226.37%
$105.69 - $108.04 $3.49M - $3.56M
35.7K $3.83M
VNQ
Vanguard Specialized Funds Van

ETFs
40.5K
+ 53.11%
$82.58 - $89.12 $3.35M - $3.61M
117K $10.1M
NVDA
Nvidia Corp

Technology
89
+ 1.18%
$475.69 - $950.02 $42.3K - $84.6K
7.6K $6.87M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
43.8K
+ 88.4%
$52.7 - $57.65 $2.31M - $2.53M
93.4K $5.37M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
25.2K
+ 13.45%
$42.49 - $47.46 $1.07M - $1.2M
213K $10.1M
LLY
Eli Lilly & CO

Healthcare
88
+ 1.22%
$592.2 - $792.28 $52.1K - $69.7K
7.31K $5.69M
IYW
Ishares Dj Us Tech ETF

ETFs
4.3K
+ 8.44%
$117.5 - $136.59 $505K - $587K
55.2K $7.45M
XOM
Exxon Mobil Corp

Energy
5.53K
+ 29.52%
$96.8 - $116.24 $536K - $643K
24.3K $2.82M
IXC
Ishares Tr Global Energy ETF

ETFs
18.1K
+ 67.93%
$37.37 - $42.95 $676K - $777K
44.7K $1.92M
DIS
Walt Disney CO

Communication Services
1.81K
+ 9.49%
$89.29 - $122.36 $162K - $222K
20.9K $2.56M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.7K
+ 40.28%
$99.13 - $149.2 $367K - $552K
12.9K $1.75M
EFG
Msci Eafe Growth ETF

ETFs
2.93K
+ 4.21%
$93.77 - $104.85 $275K - $308K
72.6K $7.54M
BMY
Bristol Myers Squibb CO

Healthcare
12.9K
+ 49.15%
$47.98 - $54.4 $618K - $701K
39.1K $2.12M
JPM
Jpmorgan Chase & CO

Financial Services
1.22K
+ 8.13%
$167.09 - $200.3 $203K - $244K
16.2K $3.24M
PJAN
Innovator U.S. Equity Power Bu

ETFs
14K
+ 26.44%
$36.88 - $39.11 $517K - $548K
67K $2.62M
PH
Parker Hannifin Corp

Industrials
937
+ 81.41%
$450.68 - $560.64 $422K - $525K
2.09K $1.16M
TRV
Travelers Companies, Inc.

Financial Services
2.01K
+ 73.91%
$191.3 - $230.14 $385K - $463K
4.73K $1.09M
TGT
Target Corp

Consumer Defensive
2.3K
+ 54.44%
$137.4 - $177.21 $316K - $407K
6.52K $1.15M
PG
Procter & Gamble CO

Consumer Defensive
552
+ 1.92%
$147.42 - $162.61 $81.4K - $89.8K
29.3K $4.75M
IWM
Ishares Russell 2000 ETF

ETFs
2.34K
+ 145.05%
$189.48 - $210.3 $444K - $493K
3.96K $832K
EFA
Ishares Tr Msci Eafe ETF

ETFs
5.4K
+ 43.93%
$73.11 - $80.04 $395K - $432K
17.7K $1.41M
MBB
Ishares Tr

ETFs
5.12K
+ 11.19%
$91.2 - $93.98 $467K - $481K
50.9K $4.7M
MRK
Merck & Co., Inc.

Healthcare
113
+ 0.69%
$113.24 - $131.95 $12.8K - $14.9K
16.4K $2.16M
AMGN
Amgen Inc

Healthcare
1.42K
+ 16.42%
$268.87 - $324.56 $381K - $460K
10.1K $2.86M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.78K
+ 57.25%
$161.84 - $179.11 $289K - $320K
4.9K $877K
PFE
Pfizer Inc

Healthcare
14.4K
+ 38.19%
$25.89 - $29.73 $374K - $429K
52.2K $1.45M
CVX
Chevron Corp

Energy
1.39K
+ 8.57%
$141.82 - $157.74 $197K - $219K
17.6K $2.77M
MUB
Ishares National Muni Bond ETF

ETFs
3.04K
+ 54.77%
$107.41 - $108.76 $326K - $331K
8.59K $924K
ORCL
Oracle Corp

Technology
446
+ 3.51%
$102.46 - $129.24 $45.7K - $57.6K
13.1K $1.65M
MU
Micron Technology Inc

Technology
1.41K
+ 36.18%
$79.5 - $119.25 $112K - $169K
5.32K $627K
EMB
Ishares Tr

ETFs
3.25K
+ 86.49%
$86.49 - $90.08 $281K - $292K
7K $627K
DELL
Dell Technologies Inc.

Technology
965
+ 20.75%
$74.79 - $124.59 $72.2K - $120K
5.62K $640K
RACE
Ferrari N.V.

Consumer Cyclical
434
+ 51.67%
$333.3 - $439.59 $145K - $191K
1.27K $555K
WMT
Walmart Inc.

Consumer Defensive
20.2K
+ 208.33%
$58.61 - $175.86 $1.18M - $3.55M
29.8K $1.8M
BLK
Black Rock Inc.

Financial Services
296
+ 69.65%
$774.31 - $842.06 $229K - $249K
721 $601K
IWF
Ishares Russell 1000 Gr ETF

ETFs
680
+ 97.56%
$294.43 - $339.01 $200K - $231K
1.38K $464K
PMAR
Innovator U.S. Equity Power Bu

ETFs
4.08K
+ 4.75%
$35.51 - $36.81 $145K - $150K
89.9K $3.31M
HD
Home Depot, Inc.

Consumer Cyclical
44
+ 0.7%
$338.26 - $395.2 $14.9K - $17.4K
6.36K $2.44M
QCOM
Qualcomm Inc

Technology
618
+ 11.62%
$136.17 - $175.72 $84.2K - $109K
5.94K $1M
SNY
Sanofi

Healthcare
5.28K
+ 27.85%
$45.75 - $52.48 $241K - $277K
24.2K $1.18M
WMB
Williams Companies, Inc.

Energy
314
+ 0.61%
$33.05 - $38.97 $10.4K - $12.2K
51.8K $2.02M
SBUX
Starbucks Corp

Consumer Cyclical
3.19K
+ 21.58%
$90.12 - $97.3 $288K - $311K
18K $1.64M
PSX
Phillips 66

Energy
322
+ 6.19%
$127.67 - $163.34 $41.1K - $52.6K
5.52K $902K
CAG
Conagra Brands Inc.

Consumer Defensive
5.86K
+ 20.31%
$26.73 - $29.68 $157K - $174K
34.7K $1.03M
ISRG
Intuitive Surgical Inc

Healthcare
94
+ 3.58%
$322.13 - $400.59 $30.3K - $37.7K
2.72K $1.09M
PEP
Pepsico Inc

Consumer Defensive
566
+ 3.03%
$162.04 - $175.01 $91.7K - $99.1K
19.2K $3.37M
Activity Summary
Buys All Purchases 232 New Holdings 35 Increased Positions 197 Sells All Sells 256 Reductions 256 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