Wealth Alliance Incresed Positions in Q1 2025

Wealth Alliance

  • $799 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PODD
Insulet Corp

Healthcare
82
+ 8.59%
$237.06 - $288.29 $19.4K - $23.6K
1.04K $272K
OKE
Oneok Inc

Energy
246
+ 7.49%
$89.57 - $109.85 $22K - $27K
3.53K $350K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
116
+ 2.8%
$126.11 - $135.06 $14.6K - $15.7K
4.26K $548K
WMT
Walmart Inc.

Consumer Defensive
1.01K
+ 3.75%
$84.5 - $105.05 $85.3K - $106K
27.9K $2.45M
CPRT
Copart Inc

Consumer Cyclical
430
+ 8.47%
$52.3 - $59.83 $22.5K - $25.7K
5.51K $311K
PCTY
Paylocity Holding Corp

Technology
186
+ 13.16%
$183.21 - $217.86 $34.1K - $40.5K
1.6K $299K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
61
+ 0.84%
$47.08 - $50.67 $2.87K - $3.09K
7.31K $367K
RACE
Ferrari N.V.

Consumer Cyclical
31
+ 2.53%
$413.73 - $508.15 $12.8K - $15.8K
1.25K $536K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
663
+ 5.03%
$22.25 - $23.0 $14.8K - $15.2K
13.8K $318K
VAW
Vanguard Materials ETF

ETFs
73
+ 3.99%
$185.71 - $202.46 $13.6K - $14.8K
1.9K $359K
D
Dominion Energy, Inc

Utilities
58
+ 1.56%
$52.85 - $57.43 $3.07K - $3.33K
3.78K $211K
CAG
Conagra Brands Inc.

Consumer Defensive
919
+ 6.64%
$23.9 - $27.67 $22K - $25.4K
14.8K $393K
ITW
Illinois Tool Works Inc

Industrials
80
+ 4.54%
$244.9 - $274.48 $19.6K - $22K
1.84K $457K
TYL
Tyler Technologies Inc

Technology
13
+ 2.0%
$553.41 - $646.74 $7.19K - $8.41K
662 $384K
KAI
Kadant Inc

Industrials
48
+ 6.27%
$335.28 - $398.39 $16.1K - $19.1K
814 $274K
BND
Vanguard Bd Index Fd Inc Total

ETFs
8
+ 0.16%
$71.17 - $73.66 $569 - $589
5.01K $368K
FN
Fabrinet

Technology
150
+ 15.5%
$183.66 - $267.24 $27.5K - $40.1K
1.12K $220K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
37
+ 0.68%
$77.7 - $78.94 $2.87K - $2.92K
5.51K $434K
RSP
Invesco S&P 500 Equal Weight E

ETFs
83
+ 2.07%
$169.43 - $182.84 $14.1K - $15.2K
4.1K $709K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
72
+ 2.49%
$90.0 - $96.32 $6.48K - $6.94K
2.96K $273K
ENSG
Ensign Group, Inc

Healthcare
86
+ 4.56%
$125.4 - $148.86 $10.8K - $12.8K
1.97K $255K
BOH
Bank Of Hawaii Corp

Financial Services
155
+ 4.98%
$65.97 - $75.81 $10.2K - $11.8K
3.27K $225K
WDFC
Wd 40 CO

Basic Materials
3
+ 0.31%
$226.67 - $250.92 $680 - $753
986 $240K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
232
+ 2.04%
$8.11 - $8.58 $1.88K - $1.99K
11.6K $94K
BMO
Bank Of Montreal

Financial Services
142
+ 1.77%
$94.92 - $104.14 $13.5K - $14.8K
8.15K $778K
PSA
Public Storage

Real Estate
5
+ 0.71%
$288.99 - $313.98 $1.44K - $1.57K
708 $211K
NDSN
Nordson Corp

Industrials
46
+ 3.87%
$200.12 - $224.07 $9.21K - $10.3K
1.24K $249K
Smurfit Westrock PLC
4.21K
+ 44.68%
N/A
13.6K $0
Rb Global Inc
104
+ 2.69%
N/A
3.98K $0
T Rowe Price ETF Inc
5.64K
+ 44.17%
N/A
18.4K $0
IJAN
Innovator Etfs Tr Intl Dev Pwr
2.63K
+ 11.84%
N/A
24.8K $0
Kenvue Inc
486
+ 1.55%
N/A
31.8K $0
Jacobs Solutions Inc
167
+ 5.27%
N/A
3.33K $0
Linde PLC
22
+ 0.57%
N/A
3.85K $0
Blackrock ETF Trust Ii
5.24K
+ 7.36%
N/A
76.4K $0
CTSH
Cognizant Technology Solutions Corp

Technology
42
+ 0.58%
$75.32 - $90.7 $3.16K - $3.81K
7.3K $558K
Lam Research Corp
300
+ 2.14%
N/A
14.3K $0
Cooper Cos Inc
210
+ 5.46%
N/A
4.06K $0
HEIA
Heico Crp Cl A
72
+ 5.81%
N/A
1.31K $0
Fidelity Wise Origin Bitcoin
1.43K
+ 34.15%
N/A
5.63K $0
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
820
+ 4.67%
$14.21 - $15.67 $11.7K - $12.8K
18.4K $261K
MEDP
Medpace Holdings, Inc.

Healthcare
76
+ 8.79%
$304.69 - $360.97 $23.2K - $27.4K
941 $286K
NYF
Ishares New York Muni Bond ETF

ETFs
19
+ 0.31%
$52.33 - $53.92 $994 - $1.02K
6.16K $324K
NXPI
Nxp Semiconductors N.V.

Technology
159
+ 8.23%
$189.99 - $245.86 $30.2K - $39.1K
2.09K $397K
ASX
Ase Technology Holding Co., Ltd.

Technology
2.95K
+ 12.09%
$8.76 - $11.36 $25.9K - $33.6K
27.4K $239K
RLI
Rli Corp

Financial Services
1.26K
+ 97.98%
$71.75 - $163.21 $90.7K - $206K
2.55K $205K
ET
Energy Transfer LP

Energy
369
+ 2.46%
$17.26 - $21.08 $6.37K - $7.78K
15.4K $285K
NEE
Nextera Energy Inc

Utilities
280
+ 0.81%
$66.96 - $76.16 $18.7K - $21.3K
35K $2.48M
VIS
Vanguard Industrial ETF

ETFs
22
+ 1.09%
$243.63 - $273.99 $5.36K - $6.03K
2.05K $506K
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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