Wealth Alliance Incresed Positions in Q1 2025

Wealth Alliance

  • $799 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
1.01K
+ 10.11%
$47.4 - $52.99 $47.7K - $53.3K
11K $556K
ADP
Automatic Data Processing Inc

Industrials
138
+ 4.64%
$286.85 - $318.64 $39.6K - $44K
3.11K $950K
TXN
Texas Instruments Inc

Technology
396
+ 5.86%
N/A
7.15K $1.39M
WELL
Welltower Inc.

Real Estate
159
+ 8.4%
$124.05 - $156.86 $19.7K - $24.9K
2.05K $314K
WSO
Watsco Inc

Industrials
12
+ 0.61%
$463.86 - $530.75 $5.57K - $6.37K
1.98K $1M
CSGP
Costar Group, Inc.

Real Estate
415
+ 8.48%
$69.29 - $80.37 $28.8K - $33.4K
5.31K $420K
MCK
Mckesson Corp

Healthcare
4
+ 0.63%
$566.21 - $672.99 $2.26K - $2.69K
636 $428K
TDY
Teledyne Technologies Inc

Technology
17
+ 0.97%
$455.51 - $518.84 $7.74K - $8.82K
1.77K $881K
CHE
Chemed Corp

Healthcare
30
+ 5.37%
$521.84 - $615.32 $15.7K - $18.5K
589 $362K
NVS
Novartis Ag

Healthcare
149
+ 4.35%
$97.14 - $115.57 $14.5K - $17.2K
3.58K $398K
CME
Cme Group Inc.

Financial Services
58
+ 4.07%
$225.82 - $266.54 $13.1K - $15.5K
1.48K $393K
BDX
Becton Dickinson & CO

Healthcare
246
+ 16.59%
$222.79 - $249.08 $54.8K - $61.3K
1.73K $396K
MNST
Monster Beverage Corp

Consumer Defensive
146
+ 1.72%
$46.16 - $58.58 $6.74K - $8.55K
8.63K $504K
LPLA
Lpl Financial Holdings Inc.

Financial Services
172
+ 11.6%
$308.87 - $383.33 $53.1K - $65.9K
1.66K $541K
VOE
Vanguard Mid Cap Value Index F

ETFs
443
+ 3.35%
$156.61 - $168.02 $69.4K - $74.4K
13.7K $2.2M
MU
Micron Technology Inc

Technology
543
+ 21.15%
$86.89 - $109.38 $47.2K - $59.4K
3.11K $270K
PGR
Progressive Corp

Financial Services
47
+ 5.02%
$235.61 - $291.22 $11.1K - $13.7K
984 $278K
CYBR
Cyber Ark Software Ltd.

Technology
129
+ 7.55%
$312.8 - $414.31 $40.4K - $53.4K
1.84K $620K
MDT
Medtronic PLC

Healthcare
115
+ 2.81%
$79.84 - $94.5 $9.18K - $10.9K
4.21K $378K
VHT
Vanguard Health Care ETF

ETFs
87
+ 3.76%
$254.06 - $273.83 $22.1K - $23.8K
2.4K $635K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
1.58K
+ 5.13%
$22.42 - $23.22 $35.5K - $36.8K
32.5K $749K
WDAY
Workday, Inc.

Technology
508
+ 16.57%
$233.53 - $277.82 $119K - $141K
3.57K $834K
ARGX
Argenx Se

Healthcare
98
+ 14.87%
$571.0 - $671.75 $56K - $65.8K
757 $448K
GLW
Corning Inc

Technology
1.23K
+ 14.29%
$44.91 - $54.25 $55.4K - $66.9K
9.87K $451K
UL
Unilever PLC

Consumer Defensive
251
+ 2.73%
$54.72 - $60.29 $13.7K - $15.1K
9.45K $562K
FAST
Fastenal CO

Industrials
111
+ 2.09%
$71.11 - $79.98 $7.89K - $8.88K
5.43K $421K
PAA
Plains All American Pipeline LP

Energy
197
+ 1.71%
$17.32 - $20.96 $3.41K - $4.13K
11.7K $233K
WM
Waste Management Inc

Industrials
12
+ 1.15%
$200.54 - $233.78 $2.41K - $2.81K
1.06K $244K
COF
Capital One Financial Corp

Financial Services
173
+ 11.52%
$163.87 - $209.82 $28.3K - $36.3K
1.68K $300K
NAK
Northern Dynasty Minerals LTD

Basic Materials
11K
+ 32.14%
$0.58 - $1.22 $6.38K - $13.4K
45.2K $52K
AMCR
Amcor PLC

Consumer Cyclical
2.03K
+ 4.69%
$9.33 - $10.39 $18.9K - $21.1K
45.2K $438K
EQR
Equity Residential

Real Estate
466
+ 6.24%
$66.98 - $75.02 $31.2K - $35K
7.93K $567K
CL
Colgate Palmolive CO

Consumer Defensive
216
+ 5.49%
$85.68 - $97.5 $18.5K - $21.1K
4.15K $388K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
12
+ 0.64%
$110.55 - $130.35 $1.33K - $1.56K
1.87K $237K
WFC
Wells Fargo & Company

Financial Services
195
+ 1.82%
$66.78 - $81.42 $13K - $15.9K
10.9K $781K
BOTZ
Global X Fds

ETFs
1.88K
+ 27.93%
$28.46 - $34.53 $53.6K - $65K
8.62K $245K
VRSK
Verisk Analytics, Inc.

Industrials
16
+ 1.43%
$268.63 - $301.33 $4.3K - $4.82K
1.13K $337K
PMAR
Innovator U.S. Equity Power Bu

ETFs
1.29K
+ 1.56%
$39.51 - $41.0 $50.8K - $52.7K
83.9K $3.35M
POOL
Pool Corp

Industrials
172
+ 14.9%
$314.92 - $364.31 $54.2K - $62.7K
1.33K $422K
XLV
Select Sector Spdr Fund Health

ETFs
76
+ 3.74%
$137.61 - $149.68 $10.5K - $11.4K
2.11K $308K
DOCS
Doximity, Inc.

Healthcare
165
+ 3.98%
$49.71 - $83.14 $8.2K - $13.7K
4.31K $250K
DD
Du Pont De Nemours, Inc.

Basic Materials
502
+ 7.74%
$72.7 - $84.32 $36.5K - $42.3K
6.99K $522K
KNSL
Kinsale Capital Group, Inc.

Financial Services
32
+ 6.0%
$416.48 - $494.72 $13.3K - $15.8K
565 $274K
IXUS
Ishares Tr

ETFs
115
+ 2.22%
$65.06 - $72.31 $7.48K - $8.32K
5.3K $369K
NSC
Norfolk Southern Corp

Industrials
104
+ 9.01%
$227.69 - $259.76 $23.7K - $27K
1.26K $297K
SHW
Sherwin Williams CO

Basic Materials
27
+ 1.54%
$330.16 - $365.55 $8.91K - $9.87K
1.78K $622K
SSNC
Ss&C Technologies Holdings Inc

Technology
3
+ 0.09%
$74.75 - $89.13 $224 - $267
3.31K $276K
KMI
Kinder Morgan, Inc.

Energy
423
+ 3.96%
$26.1 - $31.22 $11K - $13.2K
11.1K $316K
CHD
Church & Dwight CO Inc

Consumer Defensive
39
+ 1.18%
$101.42 - $113.2 $3.96K - $4.41K
3.34K $368K
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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