Wealth Alliance New Holdings in Q3 2025

Wealth Alliance

  • $902 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TIP
Ishares Tr Tips Bd ETF

ETFs
34.1K
New
$109.11 - $111.88 $3.72M - $3.82M
34.1K $3.8M
IEF
Ishares Barclays

ETFs
38.4K
New
$93.91 - $97.26 $3.61M - $3.74M
38.4K $3.71M
IWD
Ishares Russell 1000 Val ETF

ETFs
7.27K
New
$192.76 - $203.86 $1.4M - $1.48M
7.27K $1.48M
REET
Ishares Global Reit ETF

ETFs
55K
New
$24.45 - $25.91 $1.34M - $1.42M
55K $1.41M
IWM
Ishares Russell 2000 ETF

ETFs
5.29K
New
$214.92 - $244.84 $1.14M - $1.29M
5.29K $1.28M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
12.7K
New
$60.01 - $65.01 $761K - $825K
12.7K $824K
MUA
Blackrock Muniassets Fund, Inc.

Financial Services
63.4K
New
$10.13 - $11.79 $642K - $748K
63.4K $703K
DHR
Danaher Corp

Healthcare
3.35K
New
$181.46 - $212.2 $607K - $710K
3.35K $663K
XLG
Invesco Exchange Traded Fd Tr

ETFs
9.22K
New
$51.78 - $57.89 $477K - $534K
9.22K $530K
SPTL
Spdr Portfolio Long Term Treas

ETFs
18.9K
New
$25.67 - $27.21 $485K - $514K
18.9K $509K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
7.5K
New
$59.61 - $63.09 $447K - $473K
7.5K $471K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
5.89K
New
$72.65 - $78.68 $428K - $464K
5.89K $461K
SAN
Banco Santander, S.A.

Financial Services
43K
New
$8.27 - $10.48 $356K - $451K
43K $450K
PPG
Ppg Industries Inc

Basic Materials
4.15K
New
$103.65 - $119.07 $430K - $494K
4.15K $436K
MRVL
Marvell Technology, Inc.

Technology
4.33K
New
$62.31 - $84.07 $270K - $364K
4.33K $364K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
7.87K
New
$45.07 - $47.56 $355K - $374K
7.87K $361K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
4.36K
New
$50.79 - $76.4 $221K - $333K
4.36K $333K
TRMB
Trimble Inc.

Technology
3.97K
New
$76.46 - $85.24 $303K - $338K
3.97K $324K
HDV
Ishares Core High Dividend ETF

ETFs
2.55K
New
$118.16 - $123.66 $301K - $315K
2.55K $311K
VEU
Vanguard Ftse All World Ex Us

ETFs
4.17K
New
$66.38 - $71.68 $277K - $299K
4.17K $297K
LNC
Lincoln National Corp

Financial Services
6.94K
New
$33.37 - $43.29 $232K - $301K
6.94K $280K
HSBC
Hsbc Holdings PLC

Financial Services
3.84K
New
$60.27 - $70.98 $231K - $272K
3.84K $272K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.89K
New
$87.29 - $93.61 $253K - $271K
2.89K $270K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
6.19K
New
$42.56 - $49.08 $263K - $304K
6.19K $265K
GLDM
World Gold Trust

ETFs
3.36K
New
$64.73 - $76.45 $218K - $257K
3.36K $257K
NICE
Nice Ltd.

Technology
1.78K
New
$127.85 - $171.98 $228K - $306K
1.78K $257K
CBOE
Cboe Global Markets, Inc.

Financial Services
964
New
$231.35 - $253.24 $223K - $244K
964 $236K
WST
West Pharmaceutical Services Inc

Healthcare
898
New
$210.08 - $279.1 $189K - $251K
898 $235K
JMBS
Janus Detroit Str Tr Henderson

ETFs
5.14K
New
$44.34 - $45.94 $228K - $236K
5.14K $234K
MMCA
Indexiq Active ETF Tr Iq Macka

ETFs
10.7K
New
$21.14 - $21.81 $225K - $232K
10.7K $231K
REXR
Rexford Industrial Realty, Inc.

Real Estate
5.61K
New
$35.43 - $43.53 $199K - $244K
5.61K $230K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4.14K
New
$52.12 - $55.33 $216K - $229K
4.14K $229K
AEM
Agnico Eagle Mines LTD

Basic Materials
1.33K
New
$116.14 - $168.56 $154K - $224K
1.33K $223K
CASY
Caseys General Stores Inc

Consumer Cyclical
389
New
$494.52 - $565.32 $192K - $220K
389 $219K
KEYS
Keysight Technologies, Inc.

Technology
1.24K
New
$158.51 - $178.15 $197K - $221K
1.24K $217K
APO
Apollo Global Management, Inc.

Financial Services
1.63K
New
$131.55 - $156.05 $215K - $255K
1.63K $217K
HOOD
Robinhood Markets, Inc.

Technology
1.5K
New
$91.27 - $143.18 $136K - $214K
1.5K $214K
VST
Vistra Corp.

Utilities
1.07K
New
$182.0 - $217.92 $195K - $233K
1.07K $209K
MPWR
Monolithic Power Systems Inc

Technology
227
New
$711.24 - $922.81 $161K - $209K
227 $208K
VUG
Vanguard Growth ETF

ETFs
435
New
$433.97 - $484.08 $189K - $211K
435 $208K
SAIA
Saia Inc

Industrials
687
New
$281.49 - $333.61 $193K - $229K
687 $205K
CGNX
Cognex Corp

Technology
4.44K
New
$31.85 - $46.54 $141K - $207K
4.44K $201K
STE
Steris PLC

Healthcare
815
New
$221.21 - $252.43 $180K - $206K
815 $201K
NU
Nu Holdings Ltd.

Financial Services
10.8K
New
$11.92 - $16.3 $129K - $177K
10.8K $173K
PML
Pimco Municipal Income Fund Ii

Financial Services
15K
New
$7.11 - $7.91 $107K - $119K
15K $118K
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
10K
New
$10.78 - $11.84 $108K - $118K
10K $116K
LUMN
Lumen Technologies, Inc.

Communication Services
14K
New
$3.7 - $6.22 $51.8K - $87K
14K $85K
GTN
Gray Television Inc

Communication Services
10.9K
New
$4.13 - $6.24 $45.1K - $68.2K
10.9K $63K
FUBO
Fubo Tv Inc.

Communication Services
12.1K
New
$3.31 - $4.56 $40K - $55.1K
12.1K $50K
Activity Summary
Buys All Purchases 257 New Holdings 61 Increased Positions 196 Sells All Sells 260 Reductions 260 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