Wealth Alliance Incresed Positions in Q3 2024

Wealth Alliance

  • $818 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
153K
+ 113.11%
$51.72 - $57.96 $7.91M - $8.86M
288K $16.6M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
88.9K
+ 19.11%
$44.83 - $47.42 $3.99M - $4.22M
554K $26.1M
MUB
Ishares National Muni Bond ETF

ETFs
38.7K
+ 261.6%
$106.13 - $108.7 $4.1M - $4.2M
53.4K $5.81M
IEF
Ishares Barclays

ETFs
36.6K
+ 1462.14%
$92.67 - $99.14 $3.39M - $3.63M
39.1K $3.83M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
36.5K
+ 34.91%
$56.04 - $62.99 $2.05M - $2.3M
141K $8.63M
VNQ
Vanguard Specialized Funds Van

ETFs
499
+ 0.41%
$82.97 - $98.97 $41.4K - $49.4K
122K $11.9M
IEV
Ishares Tr Europe ETF

ETFs
20.1K
+ 58.98%
$53.25 - $58.78 $1.07M - $1.18M
54.1K $3.15M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.73K
+ 0.76%
$44.24 - $49.47 $121K - $135K
360K $17.8M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.27K
+ 1.35%
$162.64 - $179.3 $207K - $228K
95.8K $17.2M
DEO
Diageo PLC

Consumer Defensive
6.68K
+ 380.41%
$120.02 - $140.77 $802K - $940K
8.44K $1.18M
JNJ
Johnson & Johnson

Healthcare
3.75K
+ 34.22%
$145.48 - $167.38 $546K - $628K
14.7K $2.38M
ORCL
Oracle Corp

Technology
1.61K
+ 12.77%
$125.9 - $170.35 $202K - $273K
14.2K $2.41M
WEC
Wec Energy Group, Inc.

Utilities
4.82K
+ 52.59%
$77.68 - $96.19 $374K - $463K
14K $1.34M
MCD
Mcdonalds Corp

Consumer Cyclical
1.09K
+ 19.47%
$245.82 - $304.51 $268K - $333K
6.7K $2.04M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.15K
+ 13.64%
$105.53 - $118.34 $333K - $373K
26.3K $3.07M
PAYX
Paychex Inc

Industrials
4.02K
+ 115.3%
$116.17 - $135.19 $467K - $543K
7.5K $1.01M
NGG
National Grid PLC

Utilities
5.23K
+ 30.13%
$57.14 - $70.48 $299K - $369K
22.6K $1.57M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
11.5K
+ 44.75%
$50.52 - $50.95 $579K - $584K
37.1K $1.89M
ABBV
Abb Vie Inc.

Healthcare
76
+ 0.35%
$163.84 - $199.33 $12.5K - $15.1K
21.9K $4.32M
MS
Morgan Stanley

Financial Services
4.99K
+ 134.91%
$92.07 - $106.96 $459K - $534K
8.69K $905K
PEP
Pepsico Inc

Consumer Defensive
2.55K
+ 13.5%
$161.9 - $179.3 $413K - $458K
21.5K $3.65M
BMY
Bristol Myers Squibb CO

Healthcare
1.24K
+ 2.78%
$39.66 - $51.75 $49K - $64K
45.7K $2.37M
SBUX
Starbucks Corp

Consumer Cyclical
2.51K
+ 18.21%
$72.51 - $98.6 $182K - $248K
16.3K $1.59M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
122
+ 1.63%
$405.19 - $478.57 $49.4K - $58.4K
7.62K $3.51M
LMT
Lockheed Martin Corp

Industrials
126
+ 4.25%
$460.3 - $584.56 $58K - $73.7K
3.09K $1.81M
MBB
Ishares Tr

ETFs
2.11K
+ 3.83%
$90.85 - $96.66 $191K - $204K
57.1K $5.47M
AVGO
Broadcom Inc.

Technology
27.8K
+ 910.13%
$136.27 - $1745.86 $3.78M - $48.5M
30.8K $5.32M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
12.7K
+ 5.53%
$44.66 - $49.15 $566K - $623K
242K $11.4M
VB
Vanguard Small Cap ETF

ETFs
253
+ 1.5%
$214.77 - $237.72 $54.3K - $60.1K
17.1K $4.05M
APH
Amphenol Corp

Technology
6K
+ 115.47%
$58.39 - $70.41 $350K - $422K
11.2K $729K
GILD
Gilead Sciences, Inc.

Healthcare
887
+ 4.46%
$66.59 - $83.99 $59.1K - $74.5K
20.8K $1.74M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
846
+ 10.07%
$72.18 - $107.33 $61.1K - $90.8K
9.25K $981K
VO
Vanguard Mid Cap ETF

ETFs
319
+ 2.63%
$237.84 - $263.83 $75.9K - $84.2K
12.4K $3.28M
SHV
Ishares Tr

ETFs
3.1K
+ 12.23%
$110.05 - $110.63 $341K - $343K
28.4K $3.14M
UPS
United Parcel Service Inc

Industrials
2.52K
+ 51.56%
$123.32 - $147.38 $311K - $372K
7.42K $1.01M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
7.61K
+ 13.98%
$26.43 - $29.86 $201K - $227K
62.1K $1.83M
ACN
Accenture PLC

Technology
174
+ 3.22%
$295.44 - $355.81 $51.4K - $61.9K
5.58K $1.97M
IBM
International Business Machines Corp

Technology
204
+ 3.43%
$175.1 - $223.38 $35.7K - $45.6K
6.15K $1.36M
T
At&T Inc.

Communication Services
1.63K
+ 1.62%
$18.21 - $22.28 $29.6K - $36.2K
102K $2.24M
PAUG
Innovator U.S. Equity Power Bu

ETFs
7.51K
+ 28.25%
$35.57 - $37.86 $267K - $284K
34.1K $1.29M
TTD
Trade Desk, Inc.

Technology
803
+ 4.33%
$83.08 - $110.79 $66.7K - $89K
19.3K $2.12M
O
Realty Income Corp

Real Estate
162
+ 0.58%
$52.36 - $63.42 $8.48K - $10.3K
28.3K $1.79M
ZTS
Zoetis Inc.

Healthcare
127
+ 1.0%
$172.58 - $196.48 $21.9K - $25K
12.9K $2.52M
VOE
Vanguard Mid Cap Value Index F

ETFs
483
+ 3.86%
$149.02 - $167.67 $72K - $81K
13K $2.18M
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
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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