Wealth Alliance Incresed Positions in Q3 2025

Wealth Alliance

  • $902 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
28.4K
+ 27.79%
$194.44 - $206.51 $5.52M - $5.86M
131K $27M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
81.2K
+ 20.68%
$54.35 - $59.32 $4.41M - $4.81M
474K $28M
ITA
Ishares Tr

ETFs
24.6K
+ 743.67%
$184.73 - $209.26 $4.55M - $5.15M
27.9K $5.84M
OEF
Ishares S&P 100 ETF

ETFs
17.1K
+ 41.29%
N/A
58.4K $15.5M
VNQ
Vanguard Specialized Funds Van

ETFs
46.4K
+ 61.39%
$88.47 - $93.24 $4.11M - $4.33M
122K $11.2M
NVDA
Nvidia Corp

Technology
6.69K
+ 9.51%
$153.3 - $186.58 $1.02M - $1.25M
77K $14.4M
IAU
Ishares Gold Trust

ETFs
25.2K
+ 20.1%
$61.62 - $72.77 $1.55M - $1.84M
151K $11M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
28.9K
+ 45.97%
$98.52 - $103.93 $2.84M - $3M
91.6K $9.44M
IEMG
Ishares Inc

ETFs
44.5K
+ 18.51%
N/A
285K $15.3M
MSFT
Microsoft Corp

Technology
636
+ 1.5%
$491.09 - $535.64 $312K - $341K
42.9K $22.2M
TSLA
Tesla, Inc.

Consumer Cyclical
88
+ 1.04%
$293.94 - $444.72 $25.9K - $39.1K
8.55K $3.8M
ASML
Asml Holding Nv

Technology
709
+ 35.45%
$689.63 - $968.09 $489K - $686K
2.71K $2.62M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
252
+ 1.46%
$224.68 - $282.71 $56.6K - $71.2K
17.5K $4.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
366
+ 2.43%
$617.65 - $666.84 $226K - $244K
15.4K $10.3M
PLD
Prologis, Inc.

Real Estate
6.71K
+ 35.61%
$104.08 - $115.35 $698K - $774K
25.5K $2.92M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2.33K
+ 12.63%
$236.25 - $257.69 $551K - $601K
20.8K $5.34M
ORCL
Oracle Corp

Technology
394
+ 3.52%
$218.96 - $328.33 $86.3K - $129K
11.6K $3.26M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
55.4K
+ 132.79%
$14.94 - $16.82 $827K - $931K
97.1K $1.45M
PFE
Pfizer Inc

Healthcare
26.3K
+ 40.47%
$23.29 - $25.88 $613K - $681K
91.3K $2.33M
PAUG
Innovator U.S. Equity Power Bu

ETFs
12.4K
+ 36.39%
$40.45 - $42.49 $502K - $527K
46.5K $1.98M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.22K
+ 216.37%
$420.11 - $472.68 $511K - $575K
1.78K $832K
AMCR
Amcor PLC

Consumer Cyclical
76.9K
+ 159.62%
$7.97 - $9.94 $613K - $765K
125K $1.02M
JPM
Jpmorgan Chase & CO

Financial Services
360
+ 2.05%
$282.78 - $316.06 $102K - $114K
17.9K $5.65M
APH
Amphenol Corp

Technology
1.43K
+ 11.54%
$97.39 - $125.4 $140K - $180K
13.9K $1.72M
PEP
Pepsico Inc

Consumer Defensive
1.93K
+ 9.13%
$133.81 - $152.16 $259K - $294K
23.1K $3.24M
VZ
Verizon Communications Inc

Communication Services
8.74K
+ 12.77%
$40.84 - $45.06 $357K - $394K
77.2K $3.39M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
20.1K
+ 7.37%
$46.51 - $50.07 $937K - $1.01M
293K $13.8M
WFC
Wells Fargo & Company

Financial Services
4.22K
+ 37.39%
$77.05 - $85.16 $325K - $359K
15.5K $1.3M
USB
Us Bancorp \De\

Financial Services
5.84K
+ 18.88%
$43.94 - $50.41 $257K - $294K
36.8K $1.78M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
28.5K
+ 124.17%
$11.84 - $13.45 $337K - $383K
51.4K $651K
XEL
Xcel Energy Inc

Utilities
726
+ 3.16%
$67.56 - $80.65 $49K - $58.6K
23.7K $1.91M
CVX
Chevron Corp

Energy
423
+ 1.85%
$145.57 - $161.83 $61.6K - $68.5K
23.3K $3.61M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
6.29K
+ 8.59%
$50.85 - $51.35 $320K - $323K
79.5K $4.07M
IWP
Ishares Russell Mid Cap Growth

ETFs
2.2K
+ 86.43%
$137.51 - $145.26 $302K - $319K
4.74K $674K
FE
Firstenergy Corp

Utilities
4.22K
+ 18.14%
$39.76 - $45.82 $168K - $193K
27.5K $1.26M
MBB
Ishares Tr

ETFs
2.66K
+ 4.89%
$92.46 - $95.73 $246K - $254K
57K $5.42M
KMB
Kimberly Clark Corp

Consumer Defensive
2.73K
+ 61.47%
$121.72 - $136.77 $332K - $373K
7.16K $890K
BTI
British American Tobacco P.L.C.

Consumer Defensive
2.78K
+ 9.52%
$46.69 - $59.27 $130K - $165K
32K $1.7M
HD
Home Depot, Inc.

Consumer Cyclical
149
+ 2.55%
$357.4 - $423.42 $53.3K - $63.1K
5.99K $2.43M
GS
Goldman Sachs Group Inc

Financial Services
40
+ 1.46%
$696.56 - $806.32 $27.9K - $32.3K
2.78K $2.22M
ENB
Enbridge Inc

Energy
1.53K
+ 4.1%
$43.79 - $50.46 $66.9K - $77.1K
38.8K $1.96M
GE
General Electric CO

Industrials
398
+ 12.06%
$244.75 - $305.63 $97.4K - $122K
3.7K $1.11M
AVB
Avalonbay Communities Inc

Real Estate
1.47K
+ 64.5%
$182.72 - $204.51 $269K - $301K
3.75K $725K
NOC
Northrop Grumman Corp

Industrials
39
+ 1.81%
$498.9 - $609.32 $19.5K - $23.8K
2.2K $1.34M
MO
Altria Group, Inc.

Consumer Defensive
2.51K
+ 20.41%
$57.75 - $67.68 $145K - $170K
14.8K $976K
NEE
Nextera Energy Inc

Utilities
564
+ 1.61%
$69.77 - $77.54 $39.4K - $43.7K
35.7K $2.69M
XOM
Exxon Mobil Corp

Energy
572
+ 1.53%
$105.83 - $117.22 $60.5K - $67K
38K $4.28M
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
5.56K
+ 5.62%
$25.84 - $27.2 $144K - $151K
105K $2.81M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
375
+ 56.39%
$567.09 - $607.37 $213K - $228K
1.04K $619K
Activity Summary
Buys All Purchases 257 New Holdings 61 Increased Positions 196 Sells All Sells 260 Reductions 260 Sold out 0 Options Calls 0 Puts 0
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