Wealth Alliance Incresed Positions in Q3 2024

Wealth Alliance

  • $818 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
KAI
Kadant Inc

Industrials
66
+ 9.19%
$290.3 - $356.64 $19.2K - $23.5K
784 $264K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
3.01K
+ 21.22%
$13.24 - $14.64 $39.9K - $44.1K
17.2K $251K
NDSN
Nordson Corp

Industrials
62
+ 5.29%
$225.0 - $262.63 $14K - $16.3K
1.24K $324K
AZPN
Aspen Technology, Inc.

Technology
39
+ 3.72%
$172.9 - $239.26 $6.74K - $9.33K
1.09K $259K
VIS
Vanguard Industrial ETF

ETFs
5
+ 0.25%
$232.12 - $260.07 $1.16K - $1.3K
2.03K $526K
TMUS
T Mobile Us, Inc.

Communication Services
5
+ 0.31%
$175.14 - $206.36 $876 - $1.03K
1.61K $332K
WRB
Berkley W R Corp

Financial Services
2.91K
+ 54.37%
$51.54 - $79.62 $150K - $231K
8.25K $468K
JCI
Johnson Controls International PLC

Industrials
74
+ 2.04%
$65.52 - $77.61 $4.85K - $5.74K
3.7K $287K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
59
+ 0.83%
$44.07 - $50.57 $2.6K - $2.98K
7.19K $363K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
14
+ 0.33%
$95.1 - $106.76 $1.33K - $1.49K
4.3K $458K
CHE
Chemed Corp

Healthcare
20
+ 3.54%
$527.82 - $600.97 $10.6K - $12K
585 $351K
RPM
Rpm International Inc

Basic Materials
55
+ 1.92%
$103.91 - $125.03 $5.72K - $6.88K
2.92K $353K
GLOB
Globant S.A.

Technology
57
+ 3.42%
$176.29 - $207.07 $10K - $11.8K
1.72K $341K
ROL
Rollins Inc

Consumer Cyclical
588
+ 6.9%
$45.93 - $51.4 $27K - $30.2K
9.12K $461K
BDX
Becton Dickinson & CO

Healthcare
147
+ 12.86%
$221.47 - $242.41 $32.6K - $35.6K
1.29K $311K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
9
+ 0.63%
$475.2 - $527.7 $4.28K - $4.75K
1.45K $764K
VAW
Vanguard Materials ETF

ETFs
41
+ 2.29%
$189.89 - $213.71 $7.79K - $8.76K
1.83K $386K
ENSG
Ensign Group, Inc

Healthcare
15
+ 0.77%
$124.14 - $153.65 $1.86K - $2.3K
1.96K $281K
DOV
Dover Corp

Industrials
4
+ 0.11%
$172.5 - $193.03 $690 - $772
3.67K $702K
JKHY
Henry Jack & Associates Inc

Technology
79
+ 3.18%
$160.87 - $177.06 $12.7K - $14K
2.56K $451K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
56
+ 0.14%
$17.02 - $18.39 $953 - $1.03K
40.5K $739K
COIN
Coinbase Global, Inc.

Technology
474
+ 45.8%
$147.09 - $265.15 $69.7K - $126K
1.51K $268K
VHT
Vanguard Health Care ETF

ETFs
4
+ 0.17%
$261.88 - $288.1 $1.05K - $1.15K
2.31K $650K
PUK
Prudential PLC

Financial Services
1.69K
+ 7.59%
$16.07 - $19.33 $27.2K - $32.7K
24K $444K
EMB
Ishares Tr

ETFs
79
+ 1.47%
$87.75 - $93.74 $6.93K - $7.41K
5.45K $509K
BR
Broadridge Financial Solutions, Inc.

Technology
3
+ 0.16%
$196.56 - $218.55 $590 - $656
1.92K $411K
CSGP
Costar Group, Inc.

Real Estate
379
+ 9.77%
$71.59 - $79.61 $27.1K - $30.2K
4.26K $321K
PRI
Primerica, Inc.

Financial Services
3
+ 0.27%
$233.01 - $266.6 $699 - $800
1.12K $295K
HON
Honeywell International Inc

Industrials
418
+ 5.06%
$196.73 - $220.21 $82.2K - $92K
8.67K $1.79M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
50
+ 1.3%
$90.87 - $102.43 $4.54K - $5.12K
3.91K $386K
BSY
Bentley Systems Inc

Technology
304
+ 3.97%
$44.79 - $51.95 $13.6K - $15.8K
7.95K $404K
GKOS
Glaukos Corp

Healthcare
15
+ 0.72%
$113.62 - $135.39 $1.7K - $2.03K
2.1K $273K
KMI
Kinder Morgan, Inc.

Energy
81
+ 0.78%
$19.72 - $22.22 $1.6K - $1.8K
10.5K $232K
STZ
Constellation Brands, Inc.

Consumer Defensive
93
+ 5.9%
$236.42 - $259.82 $22K - $24.2K
1.67K $429K
WK
Workiva Inc

Technology
71
+ 2.57%
$70.26 - $80.48 $4.99K - $5.71K
2.83K $224K
GD
General Dynamics Corp

Industrials
25
+ 2.07%
$279.51 - $308.09 $6.99K - $7.7K
1.23K $371K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
177
+ 17.95%
$233.4 - $302.36 $41.3K - $53.5K
1.16K $315K
RELX
Relx PLC

Communication Services
111
+ 1.13%
$44.1 - $48.86 $4.9K - $5.42K
9.94K $471K
ADBE
Adobe Inc.

Technology
223
+ 8.86%
$508.13 - $586.55 $113K - $131K
2.74K $1.42M
DOW
Dow Inc.

Basic Materials
245
+ 5.67%
$50.15 - $55.41 $12.3K - $13.6K
4.57K $249K
WBD
Warner Bros. Discovery, Inc.

Communication Services
139
+ 0.74%
$6.71 - $8.78 $933 - $1.22K
18.9K $156K
CRWD
Crowd Strike Holdings, Inc.

Technology
331
+ 43.9%
$217.89 - $392.15 $72.1K - $130K
1.09K $304K
STM
St Microelectronics N.V.

Technology
2.7K
+ 39.38%
$27.83 - $42.72 $75K - $115K
9.54K $283K
DSGX
Descartes Systems Group Inc

Technology
3
+ 0.14%
$93.79 - $104.9 $281 - $315
2.21K $227K
TXN
Texas Instruments Inc

Technology
62
+ 0.87%
$194.6 - $194.6 $12.1K - $12.1K
7.21K $1.4M
EMR
Emerson Electric CO

Industrials
109
+ 5.67%
$98.19 - $118.87 $10.7K - $13K
2.03K $222K
ROST
Ross Stores, Inc.

Consumer Cyclical
14
+ 0.76%
$136.06 - $155.24 $1.9K - $2.17K
1.85K $278K
FUL
Fuller H B CO

Basic Materials
18
+ 0.54%
$75.6 - $86.2 $1.36K - $1.55K
3.34K $264K
STLD
Steel Dynamics Inc

Basic Materials
75
+ 2.83%
N/A
2.72K $267K
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
Track This Portfolio

Track Wealth Alliance Portfolio

Follow Wealth Alliance and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Alliance, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Alliance with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email