Wealth Alliance Incresed Positions in Q2 2025

Wealth Alliance

  • $843 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
23.6K
+ 116.05%
$9.85 - $11.67 $233K - $276K
44K $494K
MBB
Ishares Tr

ETFs
2.66K
+ 5.14%
$91.41 - $94.22 $243K - $250K
54.3K $5.1M
ISRG
Intuitive Surgical Inc

Healthcare
209
+ 9.0%
$451.58 - $565.94 $94.4K - $118K
2.53K $1.38M
CYBR
Cyber Ark Software Ltd.

Technology
225
+ 12.25%
$305.98 - $406.88 $68.8K - $91.5K
2.06K $838K
VOE
Vanguard Mid Cap Value Index F

ETFs
995
+ 7.27%
$141.87 - $164.49 $141K - $164K
14.7K $2.41M
CAT
Caterpillar Inc

Industrials
307
+ 18.9%
$273.94 - $388.21 $84.1K - $119K
1.93K $749K
DEO
Diageo PLC

Consumer Defensive
2.23K
+ 51.38%
$99.86 - $115.75 $223K - $258K
6.57K $662K
CSCO
Cisco Systems, Inc.

Technology
386
+ 1.64%
$53.19 - $69.38 $20.5K - $26.8K
23.9K $1.66M
ABT
Abbott Laboratories

Healthcare
1.17K
+ 8.45%
$123.95 - $138.08 $146K - $162K
15.1K $2.05M
PAPR
Innovator U.S. Equity Power Bu

ETFs
4.51K
+ 23.38%
$33.22 - $37.29 $150K - $168K
23.8K $888K
GE
General Electric CO

Industrials
19
+ 0.58%
$166.81 - $257.39 $3.17K - $4.89K
3.3K $849K
PFE
Pfizer Inc

Healthcare
10.4K
+ 19.12%
$21.59 - $24.84 $225K - $259K
65K $1.58M
ROAD
Construction Partners, Inc.

Industrials
207
+ 4.47%
$68.75 - $110.36 $14.2K - $22.8K
4.84K $514K
QQQ
Invesco Qqq Trust, Series 1

ETFs
89
+ 5.67%
$416.06 - $551.64 $37K - $49.1K
1.66K $915K
VBR
Vanguard Small Cap Value ETF

ETFs
641
+ 10.5%
$162.76 - $195.77 $104K - $125K
6.75K $1.32M
PJUN
Innovator U.S. Equity Power Bu

ETFs
954
+ 1.9%
$34.48 - $39.76 $32.9K - $37.9K
51.1K $2.03M
SE
Sea LTD

Consumer Cyclical
341
+ 8.59%
$105.57 - $170.4 $36K - $58.1K
4.31K $689K
XOM
Exxon Mobil Corp

Energy
4.92K
+ 15.15%
$99.93 - $119.04 $492K - $586K
37.4K $4.03M
RTX
Raytheon Technologies Corp

Industrials
70
+ 0.6%
$113.75 - $148.48 $7.96K - $10.4K
11.7K $1.71M
NKE
Nike, Inc.

Consumer Cyclical
1.58K
+ 22.21%
$53.27 - $72.04 $84.1K - $114K
8.69K $617K
CSX
Csx Corp

Industrials
3.34K
+ 19.15%
$26.69 - $32.91 $89.1K - $110K
20.8K $677K
EMB
Ishares Tr

ETFs
1.56K
+ 16.98%
$86.54 - $92.62 $135K - $144K
10.7K $994K
CDW
Cdw Corp

Technology
659
+ 28.09%
$144.49 - $190.68 $95.2K - $126K
3.01K $536K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
324
+ 1.3%
$90.56 - $109.49 $29.3K - $35.5K
25.2K $2.76M
MO
Altria Group, Inc.

Consumer Defensive
2.82K
+ 29.83%
$55.56 - $60.91 $157K - $172K
12.3K $719K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.64K
+ 0.32%
$45.12 - $46.23 $73.9K - $75.7K
510K $23.6M
IAPR
Innovator Etfs Tr Internationa

ETFs
4.46K
+ 34.71%
$25.9 - $29.24 $115K - $130K
17.3K $505K
ACN
Accenture PLC

Technology
712
+ 14.91%
$279.23 - $323.21 $199K - $230K
5.49K $1.64M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
119
+ 8.05%
$456.74 - $568.03 $54.4K - $67.6K
1.6K $907K
TMO
Thermo Fisher Scientific Inc.

Healthcare
821
+ 40.64%
$390.26 - $489.06 $320K - $402K
2.84K $1.15M
VV
Vanguard Large Cap ETF

ETFs
241
+ 9.43%
$228.25 - $285.3 $55K - $68.8K
2.8K $798K
USB
Us Bancorp \De\

Financial Services
1.08K
+ 3.6%
$36.4 - $45.76 $39.1K - $49.2K
30.9K $1.4M
BSY
Bentley Systems Inc

Technology
353
+ 4.44%
$38.62 - $53.97 $13.6K - $19.1K
8.3K $448K
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.11K
+ 9.48%
$63.54 - $68.5 $134K - $145K
24.4K $1.65M
ALLE
Allegion PLC

Industrials
712
+ 34.8%
$118.52 - $145.64 $84.4K - $104K
2.76K $397K
FIS
Fidelity National Information Services, Inc.

Technology
844
+ 9.37%
$68.14 - $82.13 $57.5K - $69.3K
9.86K $802K
BMO
Bank Of Montreal

Financial Services
27
+ 0.33%
$87.54 - $110.63 $2.36K - $2.99K
8.17K $904K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
549
+ 31.72%
$113.67 - $150.4 $62.4K - $82.6K
2.28K $342K
ITA
Ishares Tr

ETFs
35
+ 1.07%
$135.31 - $188.64 $4.74K - $6.6K
3.31K $624K
WFC
Wells Fargo & Company

Financial Services
394
+ 3.62%
$60.98 - $80.12 $24K - $31.6K
11.3K $903K
V
Visa Inc.

Financial Services
185
+ 1.55%
$308.27 - $373.31 $57K - $69.1K
12.1K $4.31M
PYPL
Pay Pal Holdings, Inc.

Financial Services
520
+ 5.73%
$57.41 - $74.81 $29.9K - $38.9K
9.6K $713K
AVB
Avalonbay Communities Inc

Real Estate
651
+ 39.91%
$187.23 - $215.61 $122K - $140K
2.28K $464K
DD
Du Pont De Nemours, Inc.

Basic Materials
2.2K
+ 31.4%
$55.13 - $75.25 $121K - $165K
9.19K $630K
HBAN
Huntington Bancshares Inc

Financial Services
88
+ 0.14%
$12.49 - $16.76 $1.1K - $1.47K
60.9K $1.02M
MMM
3 M CO

Industrials
595
+ 18.23%
$126.09 - $154.15 $75K - $91.7K
3.86K $587K
GLW
Corning Inc

Technology
682
+ 6.91%
$39.07 - $52.59 $26.6K - $35.9K
10.6K $555K
WMB
Williams Companies, Inc.

Energy
385
+ 1.49%
$54.33 - $62.87 $20.9K - $24.2K
26.2K $1.64M
LPLA
Lpl Financial Holdings Inc.

Financial Services
61
+ 3.69%
$283.31 - $388.96 $17.3K - $23.7K
1.72K $643K
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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