Wealth Alliance Incresed Positions in Q1 2025

Wealth Alliance

  • $799 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EMB
Ishares Tr

ETFs
2.68K
+ 41.16%
$88.64 - $92.03 $237K - $246K
9.18K $831K
C
Citigroup Inc

Financial Services
3.43K
+ 56.01%
$67.23 - $84.63 $230K - $290K
9.55K $677K
WEC
Wec Energy Group, Inc.

Utilities
317
+ 2.25%
$92.12 - $108.98 $29.2K - $34.5K
14.4K $1.57M
MELI
Mercadolibre Inc

Consumer Cyclical
95
+ 47.74%
$1739.0 - $2260.0 $165K - $215K
294 $573K
SBUX
Starbucks Corp

Consumer Cyclical
1.53K
+ 13.07%
$91.75 - $115.81 $141K - $178K
13.3K $1.3M
NKE
Nike, Inc.

Consumer Cyclical
4.16K
+ 141.18%
$63.29 - $81.72 $263K - $340K
7.11K $451K
AZN
Astrazeneca PLC

Healthcare
992
+ 5.72%
$65.37 - $77.96 $64.8K - $77.3K
18.3K $1.35M
JPM
Jpmorgan Chase & CO

Financial Services
461
+ 2.81%
$225.19 - $279.95 $104K - $129K
16.8K $4.13M
BAC
Bank Of America Corp

Financial Services
6.22K
+ 24.28%
$39.61 - $47.74 $246K - $297K
31.8K $1.33M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
4.09K
+ 64.38%
$45.92 - $47.58 $188K - $195K
10.5K $496K
ZTS
Zoetis Inc.

Healthcare
1.04K
+ 8.31%
$156.48 - $175.67 $163K - $183K
13.6K $2.23M
WMB
Williams Companies, Inc.

Energy
848
+ 3.4%
$54.02 - $61.09 $45.8K - $51.8K
25.8K $1.54M
AEP
American Electric Power CO Inc

Utilities
55
+ 0.51%
$90.32 - $109.27 $4.97K - $6.01K
10.9K $1.2M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
12K
+ 100.42%
$12.61 - $14.92 $151K - $179K
24K $343K
CSCO
Cisco Systems, Inc.

Technology
2.17K
+ 10.17%
$58.74 - $64.87 $128K - $141K
23.5K $1.45M
ADI
Analog Devices Inc

Technology
1.04K
+ 40.88%
$201.56 - $243.82 $210K - $254K
3.59K $724K
IBM
International Business Machines Corp

Technology
12
+ 0.2%
$217.4 - $264.74 $2.61K - $3.18K
6.01K $1.49M
EA
Electronic Arts Inc.

Communication Services
1.24K
+ 58.64%
$116.53 - $146.29 $144K - $181K
3.34K $482K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
4.31K
+ 47.15%
$30.38 - $34.94 $131K - $150K
13.4K $459K
LYG
Lloyds Banking Group PLC

Financial Services
9.36K
+ 8.16%
$2.58 - $3.9 $24.1K - $36.5K
124K $473K
PPL
Ppl Corp

Utilities
1.54K
+ 5.38%
$31.68 - $36.11 $48.6K - $55.4K
30K $1.08M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
21.5K
+ 6.03%
$48.06 - $53.73 $1.03M - $1.16M
379K $18.5M
PJAN
Innovator U.S. Equity Power Bu

ETFs
4.94K
+ 7.4%
$41.09 - $43.24 $203K - $214K
71.7K $2.97M
ROL
Rollins Inc

Consumer Cyclical
1.56K
+ 17.47%
$45.65 - $54.03 $71K - $84.1K
10.5K $565K
CI
Cigna Corp

Healthcare
143
+ 7.29%
$274.49 - $329.0 $39.3K - $47K
2.11K $692K
NVO
Novo Nordisk A S

Healthcare
4.85K
+ 42.84%
$69.3 - $90.95 $336K - $441K
16.2K $1.12M
VNQ
Vanguard Specialized Funds Van

ETFs
231
+ 0.27%
$85.55 - $94.34 $19.8K - $21.8K
86.3K $7.82M
ENB
Enbridge Inc

Energy
1.75K
+ 4.93%
$41.54 - $45.45 $72.5K - $79.3K
37.1K $1.64M
O
Realty Income Corp

Real Estate
316
+ 1.16%
$51.67 - $58.49 $16.3K - $18.5K
27.5K $1.59M
ED
Consolidated Edison Inc

Utilities
3
+ 0.05%
$88.0 - $110.59 $264 - $332
6.53K $722K
TTE
Total Energies Se

Energy
2.03K
+ 8.03%
N/A
27.3K $1.87M
PFE
Pfizer Inc

Healthcare
7.2K
+ 15.19%
$25.01 - $27.13 $180K - $195K
54.6K $1.38M
IBN
Icici Bank LTD

Financial Services
3.32K
+ 39.41%
$27.55 - $31.67 $91.6K - $105K
11.8K $370K
SHEL
Shell PLC

Energy
100
+ 0.99%
$62.84 - $73.29 $6.28K - $7.33K
10.2K $749K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
990
+ 25.09%
$97.38 - $104.52 $96.4K - $103K
4.94K $504K
MMM
3 M CO

Industrials
383
+ 13.29%
$129.7 - $155.12 $49.7K - $59.4K
3.26K $479K
INTU
Intuit Inc

Technology
218
+ 11.95%
$555.63 - $630.23 $121K - $137K
2.04K $1.25M
ITUB
Itau Unibanco Holding S.A.

Financial Services
13.6K
+ 24.65%
$4.87 - $6.28 $66.2K - $85.4K
68.8K $378K
TT
Trane Technologies PLC

Industrials
548
+ 22.11%
$332.0 - $400.86 $182K - $220K
3.03K $1.02M
GD
General Dynamics Corp

Industrials
344
+ 42.21%
$241.94 - $272.58 $83.2K - $93.8K
1.16K $315K
NOC
Northrop Grumman Corp

Industrials
23
+ 1.11%
$433.45 - $513.82 $9.97K - $11.8K
2.09K $1.07M
ELV
Elevance Health, Inc.

Healthcare
57
+ 5.01%
$365.9 - $436.25 $20.9K - $24.9K
1.2K $519K
UNH
Unitedhealth Group Inc

Healthcare
8
+ 0.16%
$461.52 - $548.18 $3.69K - $4.39K
5.17K $2.71M
FISV
Fiserv Inc

Technology
758
+ 38.13%
N/A
2.75K $343K
SCCO
Southern Copper Corp

Basic Materials
888
+ 16.98%
$85.92 - $101.48 $76.3K - $90.1K
6.12K $571K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
3.53K
+ 22.3%
$22.46 - $23.26 $79.3K - $82.1K
19.4K $448K
APD
Air Products & Chemicals, Inc.

Basic Materials
257
+ 9.57%
$283.24 - $338.07 $72.8K - $86.9K
2.94K $867K
PSX
Phillips 66

Energy
453
+ 14.84%
$113.93 - $131.55 $51.6K - $59.6K
3.51K $432K
MO
Altria Group, Inc.

Consumer Defensive
174
+ 1.88%
$50.81 - $60.02 $8.84K - $10.4K
9.45K $567K
Activity Summary
Buys All Purchases 321 New Holdings 61 Increased Positions 260 Sells All Sells 169 Reductions 169 Sold out 0 Options Calls 0 Puts 0
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