Wealth Alliance New Holdings in Q2 2025

Wealth Alliance

  • $843 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IAGG
Ishares Tr Core Intl Aggregate

ETFs
73.2K
New
$50.09 - $51.09 $3.67M - $3.74M
73.2K $3.74M
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
99.1K
New
$23.54 - $27.53 $2.33M - $2.73M
99.1K $2.56M
KMB
Kimberly Clark Corp

Consumer Defensive
4.44K
New
$126.84 - $145.22 $563K - $644K
4.44K $571K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
4.33K
New
$102.02 - $103.5 $442K - $449K
4.33K $446K
IDXX
Idexx Laboratories Inc

Healthcare
704
New
$361.04 - $536.34 $254K - $378K
704 $377K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
4.01K
New
$73.02 - $90.22 $293K - $362K
4.01K $357K
FIVE
Five Below, Inc

Consumer Cyclical
2.49K
New
$55.75 - $131.18 $139K - $326K
2.49K $326K
COIN
Coinbase Global, Inc.

Technology
926
New
$151.47 - $375.07 $140K - $347K
926 $324K
RMD
Resmed Inc

Healthcare
1.2K
New
$204.54 - $258.0 $245K - $309K
1.2K $308K
SUN
Sunoco LP

Energy
5.56K
New
$50.38 - $59.13 $280K - $329K
5.56K $298K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
597
New
$328.01 - $475.68 $196K - $284K
597 $279K
FUL
Fuller H B CO

Basic Materials
4.5K
New
$48.43 - $61.99 $218K - $279K
4.5K $270K
PBH
Prestige Consumer Healthcare Inc.

Healthcare
3.34K
New
$78.57 - $89.09 $263K - $298K
3.34K $266K
TCOM
Trip.Com Group LTD

Consumer Cyclical
4.42K
New
$52.21 - $67.1 $231K - $296K
4.42K $259K
DASH
Door Dash, Inc.

Communication Services
1.04K
New
$163.16 - $246.51 $170K - $257K
1.04K $257K
BA
Boeing CO

Industrials
1.2K
New
$136.59 - $217.51 $163K - $260K
1.2K $250K
XLI
Industrial Sector Spdr

ETFs
1.66K
New
$116.42 - $147.52 $193K - $244K
1.66K $244K
USFD
Us Foods Holding Corp.

Consumer Defensive
3.13K
New
$60.47 - $79.12 $189K - $248K
3.13K $241K
HPE
Hewlett Packard Enterprise CO

Technology
11.7K
New
$12.51 - $20.45 $147K - $240K
11.7K $239K
CRWD
Crowd Strike Holdings, Inc.

Technology
470
New
$321.63 - $509.31 $151K - $239K
470 $239K
IRM
Iron Mountain Inc

Real Estate
2.33K
New
$76.93 - $105.25 $179K - $245K
2.33K $238K
IWY
Ishares Tr Russell 200 Growth

ETFs
954
New
$187.5 - $246.51 $179K - $235K
954 $235K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.56K
New
$91.43 - $91.74 $234K - $235K
2.56K $235K
GKOS
Glaukos Corp

Healthcare
2.28K
New
$82.27 - $103.29 $187K - $235K
2.28K $235K
RY
Royal Bank Of Canada

Financial Services
1.76K
New
$108.36 - $131.55 $190K - $231K
1.76K $231K
DLR
Digital Realty Trust, Inc.

Real Estate
1.29K
New
$136.11 - $177.69 $176K - $229K
1.29K $224K
AGYS
Agilysys Inc

Technology
1.9K
New
$65.76 - $118.19 $125K - $225K
1.9K $218K
CHWY
Chewy, Inc.

Consumer Cyclical
5.1K
New
$31.21 - $48.21 $159K - $246K
5.1K $217K
KB
Kb Financial Group Inc.

Financial Services
2.6K
New
$46.88 - $82.59 $122K - $215K
2.6K $214K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
804
New
$201.28 - $266.34 $162K - $214K
804 $214K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
2.82K
New
$67.02 - $83.8 $189K - $236K
2.82K $213K
URA
Global X Uranium ETF

ETFs
5.48K
New
$20.26 - $38.81 $111K - $213K
5.48K $212K
DDOG
Datadog, Inc.

Technology
1.58K
New
$87.0 - $134.33 $137K - $212K
1.58K $212K
NRG
Nrg Energy, Inc.

Utilities
1.31K
New
$83.61 - $162.67 $109K - $213K
1.31K $209K
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
5.54K
New
$32.66 - $37.42 $181K - $207K
5.54K $207K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.19K
New
$39.89 - $49.46 $167K - $207K
4.19K $206K
ZLAB
Zai Lab LTD

Healthcare
5.82K
New
$24.32 - $43.03 $142K - $250K
5.82K $203K
PAYC
Paycom Software, Inc.

Technology
874
New
$193.07 - $265.71 $169K - $232K
874 $202K
MTZ
Mastec Inc

Industrials
1.19K
New
$106.07 - $171.99 $126K - $204K
1.19K $202K
CDNS
Cadence Design Systems Inc

Technology
650
New
$231.64 - $323.08 $151K - $210K
650 $200K
FWRG
First Watch Restaurant Group, Inc.

Consumer Cyclical
10.1K
New
$14.92 - $20.09 $151K - $203K
10.1K $161K
SOUN
Soundhound Ai, Inc.

Technology
11K
New
$7.18 - $11.76 $79K - $129K
11K $118K
UMC
United Microelectronics Corp

Technology
10K
New
$6.12 - $8.32 $61.5K - $83.5K
10K $76K
Blackrock ETF Trust
121K
New
N/A
121K $0
Te Connectivity PLC
2.74K
New
N/A
2.74K $0
Innovator Etfs Trust
10.4K
New
N/A
10.4K $0
T Rowe Price ETF Inc
6.55K
New
N/A
6.55K $0
Rbb Fund Trust
20K
New
N/A
20K $0
Ge Healthcare Technologies I
2.74K
New
N/A
2.74K $0
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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