Wealth Alliance Incresed Positions in Q2 2025

Wealth Alliance

  • $843 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
769
+ 0.82%
$48.13 - $49.85 $37K - $38.3K
94.7K $4.64M
PAA
Plains All American Pipeline LP

Energy
6
+ 0.05%
$16.03 - $20.28 $96.2 - $122
11.7K $214K
BP
Bp PLC

Energy
172
+ 2.56%
$26.11 - $33.81 $4.49K - $5.82K
6.88K $205K
VHT
Vanguard Health Care ETF

ETFs
66
+ 2.75%
$236.71 - $261.92 $15.6K - $17.3K
2.47K $612K
BAX
Baxter International Inc

Healthcare
1.43K
+ 8.23%
$27.8 - $34.02 $39.7K - $48.6K
18.8K $568K
FRPT
Freshpet, Inc.

Consumer Defensive
400
+ 11.7%
$67.88 - $89.64 $27.2K - $35.9K
3.82K $259K
XLE
Energy Sector Spdr

ETFs
17
+ 0.47%
$76.44 - $94.13 $1.3K - $1.6K
3.65K $309K
MSI
Motorola Solutions, Inc.

Technology
12
+ 0.53%
$394.72 - $440.39 $4.74K - $5.28K
2.29K $961K
CPRT
Copart Inc

Consumer Cyclical
111
+ 2.02%
$47.72 - $63.84 $5.3K - $7.09K
5.62K $275K
SBUX
Starbucks Corp

Consumer Cyclical
519
+ 3.91%
$79.69 - $99.41 $41.4K - $51.6K
13.8K $1.26M
AZN
Astrazeneca PLC

Healthcare
370
+ 2.02%
$64.87 - $75.0 $24K - $27.8K
18.7K $1.31M
PPL
Ppl Corp

Utilities
651
+ 2.17%
$33.45 - $36.5 $21.8K - $23.8K
30.7K $1.04M
EPD
Enterprise Products Partners L.P.

Energy
2
+ 0.01%
$28.95 - $34.22 $57.9 - $68.4
14.2K $441K
OKE
Oneok Inc

Energy
121
+ 3.43%
$78.71 - $100.37 $9.52K - $12.1K
3.65K $298K
UPS
United Parcel Service Inc

Industrials
89
+ 1.29%
$91.92 - $110.2 $8.18K - $9.81K
6.99K $705K
CHE
Chemed Corp

Healthcare
42
+ 7.13%
$486.93 - $619.21 $20.5K - $26K
631 $307K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
4.24K
+ 1300.92%
$87.84 - $1441.89 $373K - $6.12M
4.57K $411K
AEP
American Electric Power CO Inc

Utilities
38
+ 0.35%
$98.59 - $109.11 $3.75K - $4.15K
11K $1.14M
WEC
Wec Energy Group, Inc.

Utilities
118
+ 0.82%
$102.24 - $109.76 $12.1K - $13K
14.5K $1.51M
BDX
Becton Dickinson & CO

Healthcare
238
+ 13.77%
$165.15 - $226.42 $39.3K - $53.9K
1.97K $338K
ED
Consolidated Edison Inc

Utilities
69
+ 1.06%
$98.05 - $113.3 $6.77K - $7.82K
6.6K $662K
VZ
Verizon Communications Inc

Communication Services
1.6K
+ 2.39%
$41.67 - $45.62 $66.7K - $73K
68.5K $2.96M
MRK
Merck & Co., Inc.

Healthcare
1K
+ 6.47%
$73.47 - $87.12 $73.6K - $87.3K
16.5K $1.3M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
523
+ 6.05%
$212.1 - $244.27 $111K - $128K
9.17K $2.01M
WSO
Watsco Inc

Industrials
35
+ 1.77%
$421.84 - $520.66 $14.8K - $18.2K
2.01K $888K
PLD
Prologis, Inc.

Real Estate
81
+ 0.43%
$89.76 - $112.34 $7.27K - $9.1K
18.8K $1.98M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
334
+ 4.3%
$67.83 - $92.33 $22.7K - $30.8K
8.1K $588K
JNJ
Johnson & Johnson

Healthcare
1.12K
+ 4.85%
$146.36 - $159.82 $163K - $178K
24.1K $3.69M
ABBV
Abb Vie Inc.

Healthcare
2.3K
+ 9.62%
$170.16 - $206.27 $392K - $475K
26.2K $4.87M
SNY
Sanofi

Healthcare
1.4K
+ 4.33%
$47.62 - $55.44 $66.7K - $77.6K
33.7K $1.63M
PG
Procter & Gamble CO

Consumer Defensive
473
+ 1.88%
$157.66 - $172.39 $74.6K - $81.5K
25.6K $4.08M
CVX
Chevron Corp

Energy
656
+ 2.96%
$133.73 - $168.51 $87.7K - $111K
22.8K $3.27M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
2.63K
+ 0.97%
$45.07 - $52.57 $118K - $138K
273K $13.4M
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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