Wealth Alliance Incresed Positions in Q1 2025

Wealth Alliance

  • $799 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
252
+ 2.21%
$576.36 - $736.67 $145K - $186K
11.6K $6.71M
EFX
Equifax Inc

Industrials
14
+ 1.22%
$235.63 - $278.34 $3.3K - $3.9K
1.16K $282K
HLMN
Hillman Solutions Corp.

Industrials
2.86K
+ 7.44%
$8.69 - $10.5 $24.9K - $30.1K
41.3K $363K
AXON
Axon Enterprise, Inc.

Industrials
47
+ 8.55%
$496.65 - $710.01 $23.3K - $33.4K
597 $313K
DSGX
Descartes Systems Group Inc

Technology
118
+ 5.42%
$96.4 - $122.5 $11.4K - $14.5K
2.3K $231K
ASML
Asml Holding Nv

Technology
67
+ 3.26%
$662.63 - $776.99 $44.4K - $52.1K
2.12K $1.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
35
+ 2.42%
$507.05 - $563.67 $17.7K - $19.7K
1.48K $760K
FICO
Fair Isaac Corp

Technology
18
+ 5.17%
$1695.35 - $2030.47 $30.5K - $36.5K
366 $674K
APH
Amphenol Corp

Technology
445
+ 3.64%
$61.62 - $78.55 $27.4K - $35K
12.7K $831K
RPM
Rpm International Inc

Basic Materials
28
+ 0.96%
$114.03 - $128.31 $3.19K - $3.59K
2.93K $338K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
22
+ 0.68%
$113.22 - $126.36 $2.49K - $2.78K
3.26K $374K
VBR
Vanguard Small Cap Value ETF

ETFs
246
+ 4.2%
$183.02 - $207.75 $45K - $51.1K
6.1K $1.14M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
11
+ 0.23%
$108.02 - $120.45 $1.19K - $1.32K
4.72K $519K
SITE
Site One Landscape Supply, Inc.

Industrials
35
+ 1.35%
$120.25 - $147.7 $4.21K - $5.17K
2.63K $319K
EXPO
Exponent Inc

Industrials
74
+ 2.11%
$78.9 - $93.95 $5.84K - $6.95K
3.58K $289K
DELL
Dell Technologies Inc.

Technology
452
+ 16.31%
$90.34 - $124.66 $40.8K - $56.3K
3.22K $293K
CMI
Cummins Inc

Industrials
95
+ 6.04%
$312.92 - $386.07 $29.7K - $36.7K
1.67K $522K
HUBS
Hubspot Inc

Technology
35
+ 9.54%
$571.29 - $819.71 $20K - $28.7K
402 $229K
ROST
Ross Stores, Inc.

Consumer Cyclical
90
+ 5.42%
$123.3 - $154.95 $11.1K - $13.9K
1.75K $223K
CHH
Choice Hotels International Inc

Consumer Cyclical
6
+ 0.18%
$127.89 - $155.97 $767 - $936
3.29K $436K
HLI
Houlihan Lokey, Inc.

Financial Services
25
+ 0.82%
$154.43 - $187.4 $3.86K - $4.69K
3.07K $496K
HOLX
Hologic Inc

Healthcare
341
+ 6.42%
$60.7 - $73.77 $20.7K - $25.2K
5.66K $349K
ZWS
Zurn Water Solutions Corp

Industrials
39
+ 0.47%
$32.38 - $39.44 $1.26K - $1.54K
8.33K $274K
LII
Lennox International Inc

Industrials
3
+ 0.37%
$553.05 - $666.93 $1.66K - $2K
806 $452K
DOV
Dover Corp

Industrials
26
+ 0.73%
$174.65 - $206.43 $4.54K - $5.37K
3.57K $627K
BSY
Bentley Systems Inc

Technology
380
+ 5.02%
$39.34 - $47.7 $14.9K - $18.1K
7.95K $312K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
15
+ 0.1%
$8.92 - $11.7 $134 - $176
15.8K $142K
SPSC
Sps Commerce Inc

Technology
242
+ 15.5%
$123.05 - $197.4 $29.8K - $47.8K
1.8K $239K
HBAN
Huntington Bancshares Inc

Financial Services
1.72K
+ 2.9%
$14.28 - $17.39 $24.5K - $29.8K
60.8K $912K
SMG
Scotts Miracle Gro CO

Basic Materials
48
+ 1.06%
$54.76 - $77.7 $2.63K - $3.73K
4.58K $251K
FIS
Fidelity National Information Services, Inc.

Technology
72
+ 0.81%
$68.12 - $83.42 $4.9K - $6.01K
9.01K $672K
VO
Vanguard Mid Cap ETF

ETFs
53
+ 0.42%
$251.87 - $277.95 $13.3K - $14.7K
12.6K $3.27M
VOT
Vanguard Mid Cap Growth Index

ETFs
135
+ 1.29%
$237.72 - $276.98 $32.1K - $37.4K
10.6K $2.59M
TFC
Truist Financial Corp

Financial Services
454
+ 1.24%
$39.48 - $48.15 $17.9K - $21.9K
37.2K $1.53M
EQIX
Equinix Inc

Real Estate
75
+ 7.46%
$803.0 - $959.97 $60.2K - $72K
1.08K $880K
IT
Gartner Inc

Technology
5
+ 0.46%
$418.25 - $548.38 $2.09K - $2.74K
1.09K $456K
ADBE
Adobe Inc.

Technology
113
+ 5.73%
$377.84 - $464.11 $42.7K - $52.4K
2.08K $799K
VBK
Vanguard Small Cap Growth ETF

ETFs
233
+ 4.58%
$247.97 - $296.33 $57.8K - $69K
5.32K $1.34M
WK
Workiva Inc

Technology
91
+ 3.26%
$75.91 - $114.09 $6.91K - $10.4K
2.89K $219K
LMT
Lockheed Martin Corp

Industrials
54
+ 1.83%
$423.19 - $506.29 $22.9K - $27.3K
3K $1.34M
HD
Home Depot, Inc.

Consumer Cyclical
107
+ 1.83%
$347.25 - $424.87 $37.2K - $45.5K
5.97K $2.19M
WST
West Pharmaceutical Services Inc

Healthcare
11
+ 1.2%
$199.11 - $347.87 $2.19K - $3.83K
931 $208K
MRK
Merck & Co., Inc.

Healthcare
554
+ 3.71%
$83.01 - $101.02 $46K - $56K
15.5K $1.39M
UPS
United Parcel Service Inc

Industrials
97
+ 1.43%
$109.66 - $136.26 $10.6K - $13.2K
6.9K $758K
TGT
Target Corp

Consumer Defensive
499
+ 10.01%
$103.65 - $142.5 $51.7K - $71.1K
5.49K $572K
INFY
Infosys LTD

Technology
237
+ 0.76%
$18.06 - $22.89 $4.28K - $5.42K
31.5K $575K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
13
+ 1.12%
$283.06 - $421.16 $3.68K - $5.48K
1.18K $332K
DIS
Walt Disney CO

Communication Services
842
+ 4.66%
$96.87 - $114.0 $81.6K - $96K
18.9K $1.87M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.12K
+ 2.0%
$57.21 - $65.8 $64.1K - $73.7K
57.2K $3.34M
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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