Wealth Alliance Reduced Holdings in Q3 2024

Wealth Alliance

  • $818 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IEMG
Ishares Inc

ETFs
-43.1K
- 36.41%
$53.64 - $53.64 $2.31M - $2.31M
75.2K $4.04M
IVW
Ishares S&P 500 Growth ETF

ETFs
-23.2K
- 8.92%
$84.77 - $97.13 $1.97M - $2.25M
237K $22.7M
EFG
Msci Eafe Growth ETF

ETFs
-17.6K
- 14.65%
$96.84 - $108.77 $1.71M - $1.92M
103K $11M
IVV
Ishares Core S&P 500 ETF

ETFs
-7.5K
- 7.15%
$520.18 - $576.82 $3.9M - $4.33M
97.4K $56.2M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-10.9K
- 24.47%
$89.91 - $101.33 $984K - $1.11M
33.8K $3.32M
IYW
Ishares Dj Us Tech ETF

ETFs
-5.34K
- 9.55%
$133.16 - $158.73 $712K - $848K
50.6K $7.68M
CAG
Conagra Brands Inc.

Consumer Defensive
-28.1K
- 65.82%
$28.13 - $32.83 $790K - $922K
14.6K $474K
LRCX
Lam Research Corp

Technology
-340
- 19.12%
$731.56 - $1127.3 $249K - $383K
1.44K $1.17M
AMZN
Amazon Com Inc

Consumer Cyclical
-276
- 0.43%
$161.02 - $200.0 $44.4K - $55.2K
64.3K $12M
IWM
Ishares Russell 2000 ETF

ETFs
-2.53K
- 66.6%
$200.87 - $224.6 $508K - $568K
1.27K $280K
TJX
Tjx Companies Inc

Consumer Cyclical
-4.55K
- 34.59%
$107.93 - $120.23 $491K - $547K
8.6K $1.01M
ICLN
Ishares

ETFs
-33.2K
- 73.91%
$13.26 - $14.77 $441K - $491K
11.7K $172K
WMB
Williams Companies, Inc.

Energy
-12.4K
- 27.65%
$41.24 - $46.22 $510K - $572K
32.4K $1.48M
CVX
Chevron Corp

Energy
-1.47K
- 6.75%
$137.88 - $161.97 $203K - $239K
20.3K $2.99M
GOOG
Alphabet Inc.

Communication Services
-466
- 2.45%
$149.54 - $192.66 $69.7K - $89.8K
18.6K $3.11M
MU
Micron Technology Inc

Technology
-2.33K
- 48.49%
$86.27 - $136.82 $201K - $319K
2.48K $256K
D
Dominion Energy, Inc

Utilities
-9.52K
- 47.6%
$48.01 - $58.53 $457K - $557K
10.5K $605K
AMGN
Amgen Inc

Healthcare
-1.36K
- 11.5%
$309.38 - $337.38 $419K - $457K
10.4K $3.36M
DUK
Duke Energy Corp

Utilities
-5.73K
- 24.48%
$99.35 - $117.71 $569K - $674K
17.7K $2.04M
VZ
Verizon Communications Inc

Communication Services
-12.3K
- 15.04%
$38.89 - $45.0 $479K - $554K
69.6K $3.13M
SO
Southern CO

Utilities
-4.95K
- 31.6%
$77.0 - $90.52 $381K - $448K
10.7K $965K
CRM
Salesforce, Inc.

Technology
-1.42K
- 15.68%
$238.42 - $276.53 $338K - $392K
7.62K $2.08M
NXPI
Nxp Semiconductors N.V.

Technology
-458
- 14.89%
$225.14 - $290.78 $103K - $133K
2.62K $628K
SNX
Td Synnex Corp

Technology
-1.72K
- 48.11%
$109.37 - $122.34 $188K - $211K
1.86K $222K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-5.01K
- 13.41%
$56.29 - $62.74 $282K - $315K
32.4K $2.03M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-529
- 45.92%
$332.02 - $382.76 $176K - $202K
623 $233K
SCHW
Schwab Charles Corp

Financial Services
-141
- 0.76%
$61.74 - $76.08 $8.71K - $10.7K
18.5K $1.2M
DIS
Walt Disney CO

Communication Services
-1.14K
- 5.55%
$85.6 - $98.61 $97.9K - $113K
19.5K $1.87M
OXY
Occidental Petroleum Corp

Energy
-2.02K
- 33.8%
$49.91 - $63.73 $101K - $129K
3.96K $204K
NVDA
Nvidia Corp

Technology
-118
- 0.16%
$98.91 - $134.91 $11.7K - $15.9K
74.5K $9.04M
PMAR
Innovator U.S. Equity Power Bu

ETFs
-6.87K
- 7.65%
$36.89 - $39.25 $253K - $270K
83K $3.26M
WFC
Wells Fargo & Company

Financial Services
-1.83K
- 14.02%
$51.58 - $60.97 $94.2K - $111K
11.2K $632K
DLTR
Dollar Tree, Inc.

Consumer Defensive
-92
- 2.76%
$63.56 - $107.36 $5.85K - $9.88K
3.25K $228K
MSI
Motorola Solutions, Inc.

Technology
-887
- 19.91%
$385.65 - $450.49 $342K - $400K
3.57K $1.6M
TIP
Ishares Tr Tips Bd ETF

ETFs
-2.28K
- 6.16%
$105.92 - $110.83 $242K - $253K
34.8K $3.84M
MCK
Mckesson Corp

Healthcare
-83
- 10.56%
$479.06 - $630.38 $39.8K - $52.3K
703 $347K
SNPS
Synopsys Inc

Technology
-111
- 18.23%
$463.97 - $621.3 $51.5K - $69K
498 $252K
IWP
Ishares Russell Mid Cap Growth

ETFs
-1.13K
- 29.67%
$103.87 - $117.59 $117K - $132K
2.67K $312K
PM
Philip Morris International Inc.

Consumer Defensive
-5.49K
- 19.56%
$101.25 - $127.45 $556K - $700K
22.6K $2.74M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-1.45K
- 12.65%
$97.81 - $108.79 $142K - $158K
10K $1.09M
ET
Energy Transfer LP

Energy
-5.92K
- 17.85%
$15.43 - $16.44 $91.3K - $97.3K
27.2K $437K
FISV
Fiserv Inc

Technology
-787
- 29.05%
N/A
1.92K $240K
F
Ford Motor CO

Consumer Cyclical
-5.95K
- 34.67%
$9.71 - $14.55 $57.8K - $86.6K
11.2K $118K
SHEL
Shell PLC

Energy
-434
- 4.1%
$65.65 - $73.28 $28.5K - $31.8K
10.2K $669K
INTU
Intuit Inc

Technology
-38
- 2.03%
$602.97 - $670.49 $22.9K - $25.5K
1.83K $1.14M
MEDP
Medpace Holdings, Inc.

Healthcare
-14
- 1.44%
$320.58 - $457.29 $4.49K - $6.4K
956 $318K
SNOW
Snowflake Inc.

Technology
-275
- 11.98%
$108.56 - $143.02 $29.9K - $39.3K
2.02K $232K
ABNB
Airbnb, Inc.

Consumer Cyclical
-158
- 6.92%
$113.01 - $154.34 $17.9K - $24.4K
2.13K $269K
FCX
Freeport Mcmoran Inc

Basic Materials
-1.79K
- 13.13%
$39.52 - $51.92 $70.8K - $93K
11.9K $592K
Activity Summary
Buys All Purchases 281 New Holdings 41 Increased Positions 240 Sells All Sells 209 Reductions 209 Sold out 0 Options Calls 0 Puts 0
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