Wealth Alliance Incresed Positions in Q2 2025

Wealth Alliance

  • $843 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ELV
Elevance Health, Inc.

Healthcare
401
+ 33.56%
$372.27 - $452.69 $149K - $182K
1.6K $620K
EA
Electronic Arts Inc.

Communication Services
310
+ 9.28%
$132.53 - $159.7 $41.1K - $49.5K
3.65K $583K
CM
Canadian Imperial Bank Of Commerce

Financial Services
3
+ 0.04%
$54.6 - $70.83 $164 - $212
6.85K $485K
EMGF
Ishares Msci Emerging Markets

ETFs
389
+ 2.61%
$41.37 - $52.07 $16.1K - $20.3K
15.3K $796K
NXPI
Nxp Semiconductors N.V.

Technology
174
+ 8.33%
$153.5 - $218.72 $26.7K - $38.1K
2.26K $494K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.77K
+ 7.35%
$51.14 - $57.0 $90.3K - $101K
25.8K $1.47M
ABNB
Airbnb, Inc.

Consumer Cyclical
140
+ 2.48%
$105.69 - $140.64 $14.8K - $19.7K
5.79K $766K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
3.92K
+ 28.31%
$22.54 - $23.17 $88.3K - $90.8K
17.8K $408K
GD
General Dynamics Corp

Industrials
222
+ 19.15%
$247.68 - $291.66 $55K - $64.7K
1.38K $402K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
831
+ 28.06%
$81.46 - $94.63 $67.7K - $78.6K
3.79K $358K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
886
+ 17.95%
$90.85 - $102.31 $80.5K - $90.6K
5.82K $586K
CAKE
Cheesecake Factory Inc

Consumer Cyclical
129
+ 2.49%
$44.23 - $62.66 $5.71K - $8.08K
5.32K $333K
VICI
Vici Properties Inc.

Real Estate
2.45K
+ 20.93%
$29.41 - $32.97 $72.1K - $80.8K
14.2K $461K
HIG
Hartford Financial Services Group, Inc.

Financial Services
563
+ 34.41%
$109.83 - $131.67 $61.8K - $74.1K
2.2K $278K
KAPR
Innovator U.S. Small Cap Power

ETFs
1.29K
+ 5.78%
$28.5 - $32.39 $36.8K - $41.8K
23.6K $765K
AMGN
Amgen Inc

Healthcare
1.57K
+ 13.95%
$262.28 - $309.85 $412K - $486K
12.8K $3.58M
TDY
Teledyne Technologies Inc

Technology
89
+ 5.02%
$435.54 - $512.31 $38.8K - $45.6K
1.86K $953K
EQT
Eqt Corp

Energy
852
+ 18.59%
$46.11 - $60.44 $39.3K - $51.5K
5.44K $316K
EAPR
Innovator Etfs Tr Emerging Mkt
1.99K
+ 19.89%
$24.71 - $27.99 $49.2K - $55.7K
12K $335K
IBKR
Interactive Brokers Group, Inc.

Financial Services
6.25K
+ 247.49%
$50.53 - $212.53 $316K - $1.33M
8.77K $486K
AMT
American Tower Corp

Real Estate
226
+ 4.65%
$203.96 - $228.19 $46.1K - $51.6K
5.08K $1.12M
BNDX
Vanguard Total International B

ETFs
897
+ 3.17%
$48.77 - $49.55 $43.7K - $44.4K
29.2K $1.44M
DE
Deere & CO

Industrials
87
+ 18.05%
$412.99 - $531.48 $35.9K - $46.2K
569 $289K
WDAY
Workday, Inc.

Technology
161
+ 4.51%
$210.47 - $274.71 $33.9K - $44.2K
3.73K $896K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
497
+ 5.23%
$30.87 - $39.17 $15.3K - $19.5K
10K $391K
SYK
Stryker Corp

Healthcare
39
+ 2.1%
$337.37 - $395.63 $13.2K - $15.4K
1.9K $751K
BK
Bank Of New York Mellon Corp

Financial Services
423
+ 14.88%
$73.31 - $91.62 $31K - $38.8K
3.27K $297K
AWI
Armstrong World Industries Inc

Industrials
56
+ 2.45%
$126.1 - $163.12 $7.06K - $9.13K
2.34K $379K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
20
+ 0.42%
$97.68 - $121.38 $1.95K - $2.43K
4.74K $575K
URI
United Rentals, Inc.

Industrials
7
+ 1.81%
$551.94 - $753.4 $3.86K - $5.27K
393 $296K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.66K
+ 12.17%
$24.32 - $27.87 $88.9K - $102K
33.7K $892K
THO
Thor Industries Inc

Consumer Cyclical
32
+ 0.85%
$64.83 - $89.72 $2.07K - $2.87K
3.78K $335K
DOV
Dover Corp

Industrials
133
+ 3.72%
$151.14 - $186.7 $20.1K - $24.8K
3.7K $678K
CL
Colgate Palmolive CO

Consumer Defensive
691
+ 16.66%
$87.57 - $96.0 $60.5K - $66.3K
4.84K $439K
MNST
Monster Beverage Corp

Consumer Defensive
232
+ 2.69%
$55.01 - $64.24 $12.8K - $14.9K
8.86K $554K
MCK
Mckesson Corp

Healthcare
17
+ 2.67%
$652.83 - $732.78 $11.1K - $12.5K
653 $478K
ASX
Ase Technology Holding Co., Ltd.

Technology
432
+ 1.58%
$7.42 - $10.65 $3.21K - $4.6K
27.8K $287K
CSWI
Csw Industrials, Inc.

Industrials
176
+ 23.01%
$254.34 - $336.43 $44.8K - $59.2K
941 $269K
CME
Cme Group Inc.

Financial Services
110
+ 7.41%
$252.37 - $290.71 $27.8K - $32K
1.59K $439K
STLD
Steel Dynamics Inc

Basic Materials
470
+ 18.17%
N/A
3.06K $299K
GPC
Genuine Parts CO

Consumer Cyclical
295
+ 6.72%
$105.54 - $129.09 $31.1K - $38.1K
4.69K $568K
D
Dominion Energy, Inc

Utilities
760
+ 20.11%
$49.66 - $58.0 $37.7K - $44.1K
4.54K $256K
OLED
Universal Display Corp Pa

Technology
85
+ 4.05%
$106.6 - $161.02 $9.06K - $13.7K
2.19K $337K
XSMO
Invesco S&P Smallcap Momentum

ETFs
312
+ 7.34%
$55.15 - $68.11 $17.2K - $21.3K
4.56K $310K
ENB
Enbridge Inc

Energy
122
+ 0.33%
$41.09 - $47.16 $5.01K - $5.75K
37.2K $1.69M
MAR
Marriott International Inc

Consumer Cyclical
1
+ 0.08%
$211.12 - $274.14 $211 - $274
1.2K $327K
IXUS
Ishares Tr

ETFs
9
+ 0.17%
$62.37 - $77.63 $561 - $699
5.31K $410K
DOCS
Doximity, Inc.

Healthcare
436
+ 10.12%
$50.71 - $61.34 $22.1K - $26.7K
4.75K $291K
LOW
Lowes Companies Inc

Consumer Cyclical
530
+ 7.67%
$210.83 - $235.28 $112K - $125K
7.44K $1.65M
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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