Wealth Alliance Reduced Holdings in Q1 2025

Wealth Alliance

  • $799 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-11.1K
- 3.06%
$209.68 - $247.1 $2.33M - $2.74M
351K $77.9M
IVV
Ishares Core S&P 500 ETF

ETFs
-7.9K
- 8.18%
$554.06 - $615.85 $4.38M - $4.87M
88.7K $49.8M
EFG
Msci Eafe Growth ETF

ETFs
-67.9K
- 49.81%
$96.1 - $106.37 $6.52M - $7.22M
68.4K $6.84M
IVW
Ishares S&P 500 Growth ETF

ETFs
-38.7K
- 16.69%
$92.45 - $106.69 $3.58M - $4.13M
193K $17.9M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-57.8K
- 38.23%
$54.25 - $57.64 $3.14M - $3.33M
93.4K $5.15M
NVDA
Nvidia Corp

Technology
-6.98K
- 9.62%
$106.98 - $149.43 $747K - $1.04M
65.6K $7.11M
VXF
Vanguard Extended Market ETF

ETFs
-13.2K
- 81.14%
$170.36 - $201.04 $2.25M - $2.65M
3.06K $527K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-26.6K
- 70.9%
$85.29 - $92.57 $2.27M - $2.46M
10.9K $993K
AMZN
Amazon Com Inc

Consumer Cyclical
-2.28K
- 3.61%
$190.26 - $242.06 $433K - $551K
60.8K $11.6M
AVGO
Broadcom Inc.

Technology
-2.61K
- 9.39%
$167.43 - $244.7 $436K - $638K
25.2K $4.21M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-77K
- 55.54%
$26.71 - $31.58 $2.06M - $2.43M
61.6K $1.87M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-3.29K
- 83.79%
$360.07 - $417.26 $1.19M - $1.37M
637 $230K
GOOGL
Alphabet Inc.

Communication Services
-10
- 0.03%
$154.33 - $206.19 $1.54K - $2.06K
37.8K $5.84M
IVE
Ishares S&P 500 Value ETF

ETFs
-6.41K
- 7.16%
$185.78 - $198.58 $1.19M - $1.27M
83.1K $15.8M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-8.66K
- 50.09%
$120.24 - $134.3 $1.04M - $1.16M
8.63K $1.05M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.23K
- 7.77%
$551.42 - $612.93 $677K - $753K
14.6K $8.15M
MBB
Ishares Tr

ETFs
-12.9K
- 19.99%
$90.37 - $94.08 $1.17M - $1.21M
51.7K $4.84M
PH
Parker Hannifin Corp

Industrials
-1.56K
- 58.84%
$591.65 - $707.05 $921K - $1.1M
1.09K $661K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-4.15K
- 18.99%
$196.12 - $229.48 $815K - $953K
17.7K $3.58M
GOOG
Alphabet Inc.

Communication Services
-480
- 2.49%
$156.06 - $207.71 $74.9K - $99.7K
18.8K $2.93M
MUB
Ishares National Muni Bond ETF

ETFs
-6.32K
- 23.64%
$104.71 - $107.69 $662K - $681K
20.4K $2.15M
USB
Us Bancorp \De\

Financial Services
-9.33K
- 23.81%
$40.92 - $50.9 $382K - $475K
29.8K $1.26M
HON
Honeywell International Inc

Industrials
-2.22K
- 31.11%
$202.75 - $226.52 $450K - $503K
4.92K $1.04M
DEO
Diageo PLC

Consumer Defensive
-3.11K
- 41.71%
$104.79 - $126.12 $326K - $392K
4.34K $454K
VTV
Vanguard Value ETF

ETFs
-3K
- 29.53%
$167.73 - $179.21 $503K - $538K
7.16K $1.24M
IWP
Ishares Russell Mid Cap Growth

ETFs
-3.44K
- 54.31%
$114.9 - $139.6 $395K - $480K
2.89K $339K
EEM
Ishares Msci Emerging Markets

ETFs
-11K
- 27.74%
$40.81 - $45.34 $451K - $501K
28.8K $1.26M
BRT
Brt Apartments Corp.

Real Estate
-17.2K
- 26.13%
$16.94 - $18.87 $291K - $324K
48.5K $824K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-5.62K
- 36.95%
$63.91 - $70.19 $359K - $394K
9.58K $645K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-586
- 2.3%
$102.49 - $119.96 $60.1K - $70.3K
24.9K $2.61M
NOW
Service Now, Inc.

Technology
-122
- 13.72%
$783.83 - $1170.39 $95.6K - $143K
767 $610K
APP
App Lovin Corp

Technology
-458
- 15.1%
$238.08 - $510.13 $109K - $234K
2.58K $682K
AMD
Advanced Micro Devices Inc

Technology
-1.91K
- 34.21%
$96.63 - $129.55 $184K - $247K
3.67K $376K
TRP
Tc Energy Corp

Energy
-6.23K
- 24.27%
$44.29 - $49.27 $276K - $307K
19.4K $918K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-440
- 4.14%
$168.84 - $202.89 $74.3K - $89.3K
10.2K $1.79M
MS
Morgan Stanley

Financial Services
-1.51K
- 20.27%
$111.68 - $141.08 $168K - $212K
5.93K $691K
BNDX
Vanguard Total International B

ETFs
-4.64K
- 14.1%
$48.33 - $49.5 $224K - $230K
28.3K $1.38M
ACN
Accenture PLC

Technology
-97
- 1.99%
$300.91 - $398.25 $29.2K - $38.6K
4.78K $1.49M
BX
Blackstone Inc.

Financial Services
-393
- 7.58%
$136.53 - $186.74 $53.7K - $73.4K
4.79K $670K
LDOS
Leidos Holdings, Inc.

Technology
-1.36K
- 43.47%
$126.82 - $161.11 $172K - $219K
1.77K $238K
IEV
Ishares Tr Europe ETF

ETFs
-7.7K
- 19.59%
$51.89 - $60.68 $400K - $467K
31.6K $1.84M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-212
- 2.28%
$65.15 - $91.81 $13.8K - $19.5K
9.08K $592K
XSMO
Invesco S&P Smallcap Momentum

ETFs
-2.63K
- 38.22%
$59.97 - $70.03 $158K - $184K
4.25K $266K
SHOP
Shopify Inc.

Technology
-967
- 10.84%
$90.59 - $129.31 $87.6K - $125K
7.95K $759K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-282
- 29.78%
$522.96 - $601.18 $147K - $170K
665 $354K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-1.16K
- 3.73%
$59.79 - $67.15 $69.5K - $78K
30K $1.82M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-239
- 10.58%
$497.6 - $606.74 $119K - $145K
2.02K $1.01M
ISRG
Intuitive Surgical Inc

Healthcare
-191
- 7.6%
$476.63 - $610.45 $91K - $117K
2.32K $1.15M
AXP
American Express CO

Financial Services
-63
- 1.28%
$255.39 - $325.87 $16.1K - $20.5K
4.87K $1.31M
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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