Wealth Alliance Incresed Positions in Q3 2024

Wealth Alliance

  • $818 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AOA
Ishares Tr Core Aggressive All

ETFs
60
+ 0.09%
$72.11 - $79.05 $4.33K - $4.74K
65.9K $5.2M
PJUL
Innovator U.S. Equity Power Bu

ETFs
5.62K
+ 20.83%
$37.89 - $40.48 $213K - $227K
32.6K $1.32M
PEY
Invesco Exchange Traded Fd Tr

ETFs
6.49K
+ 12.03%
$19.4 - $21.93 $126K - $142K
60.5K $1.33M
TRV
Travelers Companies, Inc.

Financial Services
530
+ 11.71%
$201.87 - $242.35 $107K - $128K
5.06K $1.18M
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.65K
+ 23.73%
$54.98 - $59.51 $201K - $217K
19K $1.13M
MA
Mastercard Inc

Financial Services
45
+ 1.0%
$429.6 - $500.99 $19.3K - $22.5K
4.56K $2.25M
SHOP
Shopify Inc.

Technology
2K
+ 28.69%
$52.26 - $80.75 $105K - $162K
8.97K $719K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.2K
+ 6.05%
$64.35 - $75.71 $77K - $90.6K
21K $1.54M
NKE
Nike, Inc.

Consumer Cyclical
2.25K
+ 56.65%
$71.09 - $89.44 $160K - $201K
6.22K $549K
PPL
Ppl Corp

Utilities
3.31K
+ 13.37%
$27.36 - $33.08 $90.6K - $110K
28.1K $928K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
303
+ 0.55%
$57.32 - $62.65 $17.4K - $19K
55.6K $3.47M
FICO
Fair Isaac Corp

Technology
10
+ 2.19%
$1496.51 - $1947.38 $15K - $19.5K
466 $906K
AXP
American Express CO

Financial Services
84
+ 1.69%
$225.92 - $271.17 $19K - $22.8K
5.07K $1.37M
IFRA
Ishares Tr

ETFs
788
+ 2.11%
$41.55 - $46.97 $32.7K - $37K
38K $1.79M
GPC
Genuine Parts CO

Consumer Cyclical
1.5K
+ 69.95%
$131.04 - $147.11 $197K - $221K
3.65K $510K
KO
Coca Cola CO

Consumer Defensive
1.4K
+ 10.54%
$62.69 - $73.01 $87.7K - $102K
14.7K $1.05M
LYG
Lloyds Banking Group PLC

Financial Services
59.6K
+ 120.16%
$2.73 - $3.17 $163K - $189K
109K $339K
SLB
Schlumberger Limited

Energy
5.29K
+ 123.43%
$39.57 - $49.67 $209K - $263K
9.58K $402K
NOC
Northrop Grumman Corp

Industrials
67
+ 3.81%
$423.73 - $533.14 $28.4K - $35.7K
1.83K $964K
V
Visa Inc.

Financial Services
200
+ 1.78%
$253.74 - $291.56 $50.7K - $58.3K
11.5K $3.15M
CSCO
Cisco Systems, Inc.

Technology
1.38K
+ 6.64%
$44.74 - $53.22 $61.7K - $73.4K
22.2K $1.18M
HPQ
Hp Inc

Technology
5.13K
+ 73.77%
$32.02 - $38.11 $164K - $196K
12.1K $433K
VBK
Vanguard Small Cap Growth ETF

ETFs
400
+ 8.69%
$240.48 - $267.94 $96.2K - $107K
5K $1.34M
EQIX
Equinix Inc

Real Estate
62
+ 6.57%
$749.0 - $890.01 $46.4K - $55.2K
1.01K $892K
AMD
Advanced Micro Devices Inc

Technology
1.05K
+ 35.91%
$128.67 - $183.96 $136K - $194K
3.99K $654K
SONY
Sony Group Corp

Technology
396
+ 3.31%
$81.61 - $98.65 $32.3K - $39.1K
12.4K $1.19M
APP
App Lovin Corp

Technology
119
+ 3.52%
$67.14 - $130.65 $7.99K - $15.5K
3.5K $457K
VBR
Vanguard Small Cap Value ETF

ETFs
395
+ 7.49%
$179.99 - $201.6 $71.1K - $79.6K
5.67K $1.14M
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.07K
+ 13.15%
$106.11 - $113.72 $113K - $122K
9.2K $1.04M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
1.56K
+ 13.47%
$64.83 - $72.82 $101K - $113K
13.1K $945K
HLMN
Hillman Solutions Corp.

Industrials
10.3K
+ 33.12%
$8.66 - $10.66 $89.2K - $110K
41.4K $437K
ISRG
Intuitive Surgical Inc

Healthcare
61
+ 2.18%
$416.14 - $494.01 $25.4K - $30.1K
2.86K $1.4M
BX
Blackstone Inc.

Financial Services
508
+ 19.23%
$120.77 - $159.66 $61.4K - $81.1K
3.15K $482K
NFLX
Netflix Inc

Communication Services
23
+ 0.58%
$598.55 - $722.26 $13.8K - $16.6K
4.01K $2.85M
BAX
Baxter International Inc

Healthcare
2.54K
+ 20.39%
$32.85 - $40.26 $83.3K - $102K
15K $568K
BLW
Blackrock LTD Duration Income Trust

Financial Services
8.71K
+ 17.08%
$13.87 - $14.61 $121K - $127K
59.7K $863K
BTI
British American Tobacco P.L.C.

Consumer Defensive
758
+ 3.44%
$31.07 - $39.36 $23.6K - $29.8K
22.8K $833K
KJUL
Innovator U.S. Small Cap Power

Technology
4.38K
+ 34.14%
$27.38 - $29.23 $120K - $128K
17.2K $500K
MMM
3 M CO

Industrials
408
+ 15.69%
$99.69 - $139.42 $40.7K - $56.9K
3.01K $411K
BNDX
Vanguard Total International B

ETFs
1.92K
+ 6.61%
$48.42 - $50.35 $92.7K - $96.4K
30.9K $1.55M
NOW
Service Now, Inc.

Technology
46
+ 4.85%
$730.87 - $937.36 $33.6K - $43.1K
995 $889K
MSCI
Msci Inc.

Financial Services
136
+ 23.45%
$479.31 - $584.91 $65.2K - $79.5K
716 $417K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
806
+ 4.75%
$147.95 - $191.05 $119K - $154K
17.8K $3.09M
ADP
Automatic Data Processing Inc

Industrials
51
+ 1.78%
$233.44 - $279.45 $11.9K - $14.3K
2.92K $808K
APD
Air Products & Chemicals, Inc.

Basic Materials
43
+ 1.55%
$247.34 - $300.11 $10.6K - $12.9K
2.81K $836K
ALLE
Allegion PLC

Industrials
319
+ 13.02%
$114.67 - $145.7 $36.6K - $46.5K
2.77K $403K
TDY
Teledyne Technologies Inc

Technology
59
+ 3.4%
$381.47 - $437.71 $22.5K - $25.8K
1.79K $784K
UNP
Union Pacific Corp

Industrials
102
+ 2.33%
$221.78 - $256.09 $22.6K - $26.1K
4.48K $1.1M
BCE
Bce Inc

Communication Services
1.14K
+ 3.83%
$31.33 - $36.08 $35.7K - $41.1K
30.9K $1.07M
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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