Wealth Alliance New Holdings in Q1 2025

Wealth Alliance

  • $799 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HEFA
Ishares Currency Hedged Msci E

ETFs
81K
New
$34.83 - $37.52 $2.82M - $3.04M
81K $2.94M
ILCV
Ishares Morningstar Value ETF

ETFs
26.4K
New
$79.37 - $85.24 $2.1M - $2.25M
26.4K $2.15M
VTI
Vanguard Total Stock Market Et

ETFs
5.07K
New
$271.18 - $303.12 $1.37M - $1.54M
5.07K $1.39M
SNPS
Synopsys Inc

Technology
2.24K
New
$428.58 - $551.54 $959K - $1.23M
2.24K $959K
PUK
Prudential PLC

Financial Services
33.3K
New
$14.54 - $21.92 $484K - $730K
33.3K $715K
VV
Vanguard Large Cap ETF

ETFs
2.56K
New
$253.32 - $282.66 $648K - $723K
2.56K $657K
SPG
Simon Property Group Inc

Real Estate
3.78K
New
$159.48 - $187.78 $602K - $709K
3.78K $626K
BAX
Baxter International Inc

Healthcare
17.3K
New
$29.26 - $36.57 $508K - $634K
17.3K $593K
GPC
Genuine Parts CO

Consumer Cyclical
4.39K
New
$115.91 - $129.02 $509K - $567K
4.39K $523K
CSX
Csx Corp

Industrials
17.4K
New
$29.11 - $33.67 $507K - $587K
17.4K $513K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
5.12K
New
$87.68 - $94.52 $449K - $484K
5.12K $479K
CHKP
Check Point Software Technologies LTD

Technology
2.05K
New
$179.88 - $231.31 $369K - $475K
2.05K $468K
ITOT
Ishares Core S&P Total U.S. St

ETFs
3.6K
New
$120.29 - $134.6 $433K - $484K
3.6K $438K
FE
Firstenergy Corp

Utilities
10.8K
New
$37.95 - $43.5 $410K - $470K
10.8K $436K
NTRS
Northern Trust Corp

Financial Services
4.35K
New
$96.09 - $113.81 $418K - $495K
4.35K $429K
FMX
Mexican Economic Development Inc

Consumer Defensive
4.26K
New
$81.23 - $100.59 $346K - $428K
4.26K $415K
VICI
Vici Properties Inc.

Real Estate
11.7K
New
$28.21 - $32.68 $331K - $383K
11.7K $382K
IGM
Ishares Expanded Tech Sector E

ETFs
4.2K
New
$90.67 - $108.46 $381K - $456K
4.2K $381K
CDW
Cdw Corp

Technology
2.35K
New
$160.26 - $206.13 $376K - $484K
2.35K $375K
AON
Aon PLC

Financial Services
781
New
$348.44 - $409.32 $272K - $320K
781 $311K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
4.11K
New
$60.74 - $73.87 $250K - $303K
4.11K $303K
HPQ
Hp Inc

Technology
10.9K
New
$27.69 - $34.72 $303K - $379K
10.9K $302K
OLED
Universal Display Corp Pa

Technology
2.1K
New
$139.48 - $161.59 $293K - $340K
2.1K $293K
VTR
Ventas, Inc.

Real Estate
4.1K
New
$56.9 - $70.47 $233K - $289K
4.1K $281K
CCI
Crown Castle International Corp

Real Estate
2.66K
New
$84.33 - $106.39 $224K - $283K
2.66K $276K
GMAB
Genmab A/S

Healthcare
14.1K
New
$18.69 - $24.14 $264K - $341K
14.1K $276K
EQT
Eqt Corp

Energy
4.58K
New
$46.16 - $54.25 $212K - $249K
4.58K $244K
PRVA
Privia Health Group, Inc.

Healthcare
10.6K
New
$19.64 - $25.69 $208K - $273K
10.6K $238K
BK
Bank Of New York Mellon Corp

Financial Services
2.84K
New
$75.42 - $88.95 $214K - $253K
2.84K $238K
CBOE
Cboe Global Markets, Inc.

Financial Services
1.05K
New
$190.84 - $226.29 $199K - $236K
1.05K $236K
EUSB
Ishares Tr Esg Advanced Total

Technology
5.4K
New
$42.05 - $43.43 $227K - $234K
5.4K $233K
RGEN
Repligen Corp

Healthcare
1.84K
New
$127.24 - $174.24 $234K - $320K
1.84K $233K
SLV
I Shares Silver Trust

ETFs
7.5K
New
$26.93 - $31.32 $202K - $235K
7.5K $232K
XYL
Xylem Inc.

Industrials
1.92K
New
$114.02 - $132.04 $219K - $253K
1.92K $229K
IYH
Ishares Tr

ETFs
3.73K
New
$58.32 - $62.76 $217K - $234K
3.73K $226K
BP
Bp PLC

Energy
6.71K
New
$29.93 - $35.31 $201K - $237K
6.71K $226K
CSWI
Csw Industrials, Inc.

Industrials
765
New
$283.77 - $396.86 $217K - $304K
765 $223K
INTC
Intel Corp

Technology
9.6K
New
$19.1 - $27.39 $183K - $263K
9.6K $217K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
1.86K
New
$96.27 - $116.36 $179K - $216K
1.86K $216K
BKNG
Booking Holdings Inc.

Consumer Cyclical
46
New
$4295.4 - $5141.88 $198K - $237K
46 $211K
EVTC
Evertec, Inc.

Technology
5.67K
New
$31.79 - $37.92 $180K - $215K
5.67K $208K
HAS
Hasbro, Inc.

Consumer Cyclical
3.37K
New
$56.16 - $69.06 $189K - $233K
3.37K $207K
HCA
Hca Healthcare, Inc.

Healthcare
591
New
$296.7 - $345.55 $175K - $204K
591 $204K
ECL
Ecolab Inc.

Basic Materials
804
New
$229.72 - $269.82 $185K - $217K
804 $203K
BKR
Baker Hughes CO

Energy
4.57K
New
$41.16 - $48.85 $188K - $223K
4.57K $200K
RDY
Dr Reddys Laboratories LTD

Healthcare
10.1K
New
$12.53 - $15.81 $126K - $159K
10.1K $132K
LCID
Lucid Group, Inc.

Consumer Cyclical
50.1K
New
$2.03 - $3.48 $102K - $174K
50.1K $121K
CNHI
Cnh Industrial N.V.

Industrials
11.3K
New
N/A
11.3K $117K
VALE
Vale S.A.

Basic Materials
10.8K
New
$8.5 - $10.19 $92.2K - $111K
10.8K $108K
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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