Wealth Alliance Incresed Positions in Q2 2025

Wealth Alliance

  • $843 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
128
+ 6.83%
$110.23 - $131.5 $14.1K - $16.8K
2K $247K
MDT
Medtronic PLC

Healthcare
242
+ 5.75%
$80.68 - $88.86 $19.5K - $21.5K
4.45K $388K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
1.75K
+ 4.39%
$13.96 - $16.51 $24.5K - $28.9K
41.7K $678K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
60
+ 1.09%
$77.94 - $79.5 $4.68K - $4.77K
5.57K $442K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
175
+ 0.28%
$10.79 - $14.14 $1.89K - $2.47K
63.3K $868K
CB
Chubb LTD

Financial Services
144
+ 5.32%
$274.32 - $302.46 $39.5K - $43.6K
2.85K $825K
WM
Waste Management Inc

Industrials
41
+ 3.88%
$216.47 - $242.1 $8.88K - $9.93K
1.1K $251K
TLSA
Tiziana Life Sciences LTD

Healthcare
300
+ 3.0%
$0.78 - $1.78 $234 - $534
10.3K $16K
ITW
Illinois Tool Works Inc

Industrials
31
+ 1.68%
$218.41 - $252.43 $6.77K - $7.83K
1.87K $463K
NOC
Northrop Grumman Corp

Industrials
63
+ 3.01%
$456.3 - $540.39 $28.7K - $34K
2.16K $1.08M
ROST
Ross Stores, Inc.

Consumer Cyclical
43
+ 2.46%
$126.62 - $154.26 $5.44K - $6.63K
1.79K $228K
SHW
Sherwin Williams CO

Basic Materials
43
+ 2.41%
$313.51 - $363.51 $13.5K - $15.6K
1.83K $626K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
583
+ 4.34%
$32.56 - $35.71 $19K - $20.8K
14K $463K
AMCR
Amcor PLC

Consumer Cyclical
3.02K
+ 6.68%
$8.57 - $9.81 $25.9K - $29.6K
48.2K $442K
SITE
Site One Landscape Supply, Inc.

Industrials
34
+ 1.29%
$104.79 - $127.3 $3.56K - $4.33K
2.67K $322K
BR
Broadridge Financial Solutions, Inc.

Technology
3
+ 0.16%
$217.22 - $246.25 $652 - $739
1.87K $455K
ARGX
Argenx Se

Healthcare
60
+ 7.93%
$532.27 - $656.65 $31.9K - $39.4K
817 $450K
HEIA
Heico Crp Cl A
2
+ 0.15%
N/A
1.31K $0
Kenvue Inc
20.2K
+ 63.66%
N/A
52K $0
Ishares Bitcoin Trust ETF
6.86K
+ 49.39%
N/A
20.8K $0
Linde PLC
172
+ 4.47%
N/A
4.02K $0
Cooper Cos Inc
171
+ 4.21%
N/A
4.23K $0
Blackrock ETF Trust Ii
4.52K
+ 5.91%
N/A
81K $0
T Rowe Price ETF Inc
6.98K
+ 37.92%
N/A
25.4K $0
Natwest Group PLC
13K
+ 64.63%
N/A
33.2K $0
KAI
Kadant Inc

Industrials
52
+ 6.39%
$286.24 - $350.17 $14.9K - $18.2K
866 $274K
NYF
Ishares New York Muni Bond ETF

ETFs
58
+ 0.94%
$51.29 - $53.06 $2.97K - $3.08K
6.22K $324K
Jacobs Solutions Inc
286
+ 8.58%
N/A
3.62K $0
Blackrock ETF Trust
232K
+ 646.57%
N/A
268K $0
Lam Research Corp
153
+ 1.07%
N/A
14.5K $0
CAG
Conagra Brands Inc.

Consumer Defensive
4.39K
+ 29.74%
$20.4 - $26.78 $89.5K - $117K
19.1K $391K
ET
Energy Transfer LP

Energy
291
+ 1.89%
$15.65 - $18.93 $4.55K - $5.51K
15.7K $283K
PEY
Invesco Exchange Traded Fd Tr

ETFs
4.15K
+ 5.01%
$18.68 - $21.54 $77.5K - $89.4K
87K $1.77M
IT
Gartner Inc

Technology
33
+ 3.03%
$377.5 - $449.52 $12.5K - $14.8K
1.12K $453K
PSA
Public Storage

Real Estate
3
+ 0.42%
$266.31 - $309.77 $799 - $929
711 $208K
EOG
Eog Resources Inc

Energy
114
+ 5.38%
$104.61 - $129.97 $11.9K - $14.8K
2.23K $267K
PRI
Primerica, Inc.

Financial Services
25
+ 2.37%
$244.39 - $290.62 $6.11K - $7.27K
1.08K $295K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
263
+ 6.4%
$64.31 - $75.93 $16.9K - $20K
4.37K $297K
WK
Workiva Inc

Technology
236
+ 8.18%
$61.91 - $77.12 $14.6K - $18.2K
3.12K $213K
SPG
Simon Property Group Inc

Real Estate
70
+ 1.85%
$140.37 - $171.44 $9.83K - $12K
3.85K $618K
CHH
Choice Hotels International Inc

Consumer Cyclical
66
+ 2.01%
$117.49 - $134.0 $7.75K - $8.84K
3.35K $425K
EXPO
Exponent Inc

Industrials
140
+ 3.91%
$72.88 - $81.75 $10.2K - $11.4K
3.72K $277K
UNP
Union Pacific Corp

Industrials
79
+ 1.49%
$208.27 - $238.46 $16.5K - $18.8K
5.39K $1.24M
EQR
Equity Residential

Real Estate
265
+ 3.34%
$61.82 - $71.72 $16.4K - $19K
8.2K $553K
WDFC
Wd 40 CO

Basic Materials
2
+ 0.2%
$217.49 - $248.93 $435 - $498
988 $225K
CHD
Church & Dwight CO Inc

Consumer Defensive
324
+ 9.69%
$91.57 - $110.76 $29.7K - $35.9K
3.67K $352K
LCID
Lucid Group, Inc.

Consumer Cyclical
25
+ 0.05%
$2.1 - $2.96 $52.5 - $74
50.1K $105K
RPM
Rpm International Inc

Basic Materials
3
+ 0.1%
$96.97 - $117.58 $291 - $353
2.93K $322K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
68
+ 0.93%
$44.37 - $50.04 $3.02K - $3.4K
7.38K $350K
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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