Wealth Alliance Incresed Positions in Q2 2025

Wealth Alliance

  • $843 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
7
+ 0.21%
$101.97 - $126.75 $714 - $887
3.27K $414K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
8
+ 0.34%
$162.37 - $200.76 $1.3K - $1.61K
2.37K $447K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
142
+ 3.34%
$114.78 - $133.31 $16.3K - $18.9K
4.4K $586K
ROL
Rollins Inc

Consumer Cyclical
223
+ 2.13%
$50.65 - $58.58 $11.3K - $13.1K
10.7K $602K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
861
+ 4.69%
$12.25 - $15.47 $10.5K - $13.3K
19.2K $297K
BOTZ
Global X Fds

ETFs
2
+ 0.02%
$24.51 - $32.65 $49 - $65.3
8.62K $281K
O
Realty Income Corp

Real Estate
792
+ 2.88%
$52.27 - $58.52 $41.4K - $46.3K
28.3K $1.63M
ZWS
Zurn Water Solutions Corp

Industrials
112
+ 1.34%
$28.5 - $37.54 $3.19K - $4.2K
8.45K $308K
ZBRA
Zebra Technologies Corp

Technology
33
+ 3.49%
$213.54 - $309.26 $7.05K - $10.2K
978 $301K
ADP
Automatic Data Processing Inc

Industrials
78
+ 2.51%
$276.76 - $326.81 $21.6K - $25.5K
3.19K $983K
EVTC
Evertec, Inc.

Technology
951
+ 16.77%
$31.89 - $38.37 $30.3K - $36.5K
6.62K $238K
POOL
Pool Corp

Industrials
223
+ 16.82%
$285.0 - $325.66 $63.6K - $72.6K
1.55K $451K
TXN
Texas Instruments Inc

Technology
153
+ 2.14%
N/A
7.3K $1.42M
MFC
Manulife Financial Corp

Financial Services
345
+ 1.67%
$26.93 - $32.44 $9.29K - $11.2K
21K $670K
EFX
Equifax Inc

Industrials
39
+ 3.36%
$205.5 - $280.54 $8.01K - $10.9K
1.2K $310K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
258
+ 7.48%
$69.8 - $85.28 $18K - $22K
3.71K $307K
KMI
Kinder Morgan, Inc.

Energy
583
+ 5.26%
$25.21 - $29.4 $14.7K - $17.1K
11.7K $343K
RGEN
Repligen Corp

Healthcare
255
+ 13.89%
$108.89 - $145.23 $27.8K - $37K
2.09K $260K
FAST
Fastenal CO

Industrials
5.22K
+ 96.08%
$40.65 - $83.16 $212K - $434K
10.6K $447K
SPSC
Sps Commerce Inc

Technology
145
+ 8.04%
$121.61 - $152.67 $17.6K - $22.1K
1.95K $265K
MEDP
Medpace Holdings, Inc.

Healthcare
51
+ 5.42%
$277.23 - $315.28 $14.1K - $16.1K
992 $311K
PRVA
Privia Health Group, Inc.

Healthcare
860
+ 8.1%
$21.48 - $25.07 $18.5K - $21.6K
11.5K $263K
RDY
Dr Reddys Laboratories LTD

Healthcare
446
+ 4.44%
$12.36 - $16.17 $5.51K - $7.21K
10.5K $157K
WRB
Berkley W R Corp

Financial Services
69
+ 0.83%
$64.28 - $75.17 $4.44K - $5.19K
8.38K $615K
NDSN
Nordson Corp

Industrials
38
+ 3.07%
$167.51 - $223.5 $6.37K - $8.49K
1.27K $273K
TYL
Tyler Technologies Inc

Technology
26
+ 3.93%
$521.68 - $592.84 $13.6K - $15.4K
688 $407K
ECL
Ecolab Inc.

Basic Materials
35
+ 4.35%
$225.65 - $270.95 $7.9K - $9.48K
839 $226K
TRV
Travelers Companies, Inc.

Financial Services
17
+ 0.3%
$233.83 - $276.34 $3.98K - $4.7K
5.68K $1.52M
GMAB
Genmab A/S

Healthcare
327
+ 2.31%
$17.98 - $23.09 $5.88K - $7.55K
14.5K $298K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
213
+ 4.16%
$85.42 - $94.39 $18.2K - $20.1K
5.34K $500K
PCTY
Paylocity Holding Corp

Technology
169
+ 10.57%
$172.54 - $201.04 $29.2K - $34K
1.77K $320K
TJX
Tjx Companies Inc

Consumer Cyclical
61
+ 0.75%
$119.13 - $135.03 $7.27K - $8.24K
8.2K $1.01M
INTC
Intel Corp

Technology
1.04K
+ 10.86%
$18.13 - $22.69 $18.9K - $23.6K
10.6K $238K
UNF
Unifirst Corp

Industrials
16
+ 1.37%
$161.86 - $189.64 $2.59K - $3.03K
1.19K $223K
DSGX
Descartes Systems Group Inc

Technology
164
+ 7.14%
$94.15 - $116.93 $15.4K - $19.2K
2.46K $250K
KNSL
Kinsale Capital Group, Inc.

Financial Services
42
+ 7.43%
$419.99 - $501.97 $17.6K - $21.1K
607 $293K
HSY
Hershey CO

Consumer Defensive
236
+ 5.9%
$151.29 - $173.13 $35.7K - $40.9K
4.24K $703K
INFY
Infosys LTD

Technology
587
+ 1.86%
$16.14 - $18.75 $9.47K - $11K
32.1K $594K
BOH
Bank Of Hawaii Corp

Financial Services
335
+ 10.24%
$60.02 - $70.83 $20.1K - $23.7K
3.61K $243K
BSX
Boston Scientific Corp

Healthcare
37
+ 1.65%
$89.7 - $107.41 $3.32K - $3.97K
2.28K $244K
VRSK
Verisk Analytics, Inc.

Industrials
7
+ 0.62%
$277.03 - $321.33 $1.94K - $2.25K
1.14K $355K
HUBS
Hubspot Inc

Technology
43
+ 10.7%
$487.07 - $672.24 $20.9K - $28.9K
445 $247K
BLW
Blackrock LTD Duration Income Trust

Financial Services
1.09K
+ 1.99%
$12.75 - $14.21 $13.9K - $15.5K
55.7K $789K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
64
+ 0.16%
$15.52 - $17.13 $993 - $1.1K
40.7K $696K
CVS
Cvs Health Corp

Healthcare
89
+ 1.14%
$60.04 - $70.18 $5.34K - $6.25K
7.91K $545K
MET
Metlife Inc

Financial Services
191
+ 6.61%
$68.42 - $82.49 $13.1K - $15.8K
3.08K $247K
DUK
Duke Energy Corp

Utilities
703
+ 3.99%
$112.46 - $124.05 $79.1K - $87.2K
18.3K $2.16M
CNHI
Cnh Industrial N.V.

Industrials
1.29K
+ 11.46%
N/A
12.6K $130K
JBT
John Bean Technologies Corp

Industrials
84
+ 3.8%
N/A
2.29K $288K
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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