Wealth Alliance Reduced Holdings in Q2 2025

Wealth Alliance

  • $843 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AIG
American International Group, Inc.

Financial Services
-502
- 12.88%
$77.56 - $87.72 $38.9K - $44K
3.4K $290K
TMUS
T Mobile Us, Inc.

Communication Services
-24
- 1.63%
$220.99 - $268.54 $5.3K - $6.44K
1.45K $344K
HD
Home Depot, Inc.

Consumer Cyclical
-125
- 2.1%
$335.24 - $380.78 $41.9K - $47.6K
5.84K $2.14M
MSCI
Msci Inc.

Financial Services
-87
- 13.45%
$506.56 - $576.74 $44.1K - $50.2K
560 $322K
SONY
Sony Group Corp

Technology
-3.12K
- 5.03%
$21.24 - $26.88 $66.2K - $83.8K
58.9K $1.53M
DELL
Dell Technologies Inc.

Technology
-1.16K
- 35.99%
$71.63 - $125.98 $83.1K - $146K
2.06K $252K
EQIX
Equinix Inc

Real Estate
-22
- 2.04%
$740.07 - $914.43 $16.3K - $20.1K
1.06K $841K
ROLL
Rbc Bearings Inc

Industrials
-147
- 13.22%
N/A
965 $237K
VTR
Ventas, Inc.

Real Estate
-141
- 3.44%
$62.45 - $70.08 $8.81K - $9.88K
3.96K $249K
SHEL
Shell PLC

Energy
-40
- 0.39%
$59.75 - $73.05 $2.39K - $2.92K
10.2K $717K
IBN
Icici Bank LTD

Financial Services
-1.61K
- 13.68%
$30.16 - $34.39 $48.5K - $55.3K
10.1K $341K
CSGP
Costar Group, Inc.

Real Estate
-433
- 8.16%
$72.62 - $83.22 $31.4K - $36K
4.87K $391K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-2
- 0.05%
$107.83 - $119.94 $216 - $240
4.27K $460K
ALL
Allstate Corp

Financial Services
-51
- 1.93%
$180.53 - $212.64 $9.21K - $10.8K
2.6K $522K
PGR
Progressive Corp

Financial Services
-35
- 3.56%
$255.27 - $288.74 $8.93K - $10.1K
949 $253K
XLV
Select Sector Spdr Fund Health

ETFs
-1
- 0.05%
$128.77 - $144.3 $129 - $144
2.11K $284K
CCI
Crown Castle International Corp

Real Estate
-195
- 7.34%
$94.83 - $107.06 $18.5K - $20.9K
2.46K $252K
CHKP
Check Point Software Technologies LTD

Technology
-42
- 2.04%
$204.26 - $233.47 $8.58K - $9.81K
2.01K $445K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-257
- 2.8%
$105.23 - $109.61 $27K - $28.2K
8.93K $978K
UMAY
Innovator U.S. Equity Ultra Bu

ETFs
-1.02K
- 8.3%
$30.71 - $34.9 $31.2K - $35.4K
11.2K $390K
CI
Cigna Corp

Healthcare
-66
- 3.14%
$301.89 - $340.04 $19.9K - $22.4K
2.04K $674K
FMX
Mexican Economic Development Inc

Consumer Defensive
-389
- 9.13%
$92.5 - $107.84 $36K - $41.9K
3.87K $398K
FICO
Fair Isaac Corp

Technology
-6
- 1.64%
$1503.62 - $2206.01 $9.02K - $13.2K
360 $658K
MU
Micron Technology Inc

Technology
-1.04K
- 33.28%
$64.72 - $127.91 $67K - $132K
2.08K $255K
CRM
Salesforce, Inc.

Technology
-193
- 2.18%
$236.26 - $291.15 $45.6K - $56.2K
8.66K $2.36M
PUK
Prudential PLC

Financial Services
-5.17K
- 15.53%
$18.03 - $25.49 $93.2K - $132K
28.1K $703K
SAP
Sap Se

Technology
-561
- 12.47%
$237.53 - $309.8 $133K - $174K
3.94K $1.2M
RIG
Transocean Ltd.

Energy
-669
- 5.05%
$2.13 - $3.32 $1.42K - $2.22K
12.6K $32K
WELL
Welltower Inc.

Real Estate
-58
- 2.83%
$136.49 - $155.22 $7.92K - $9K
1.99K $306K
JKHY
Henry Jack & Associates Inc

Technology
-10
- 0.4%
$163.54 - $186.02 $1.64K - $1.86K
2.52K $454K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-402
- 11.18%
$108.12 - $135.04 $43.5K - $54.3K
3.19K $431K
VALE
Vale S.A.

Basic Materials
-210
- 1.94%
$8.26 - $10.1 $1.73K - $2.12K
10.6K $103K
NAK
Northern Dynasty Minerals LTD

Basic Materials
-9K
- 19.9%
$0.8 - $1.55 $7.2K - $14K
36.2K $48K
SSNC
Ss&C Technologies Holdings Inc

Technology
-12
- 0.36%
$71.96 - $83.42 $864 - $1K
3.29K $272K
TTE
Total Energies Se

Energy
-17
- 0.06%
N/A
27.3K $1.87M
Arista Networks Inc
-206
- 0.49%
N/A
42K $0
Blackrock ETF Trust Ii
-924
- 5.99%
N/A
14.5K $0
Blackrock Inc
-28
- 4.28%
N/A
626 $0
Rb Global Inc
-56
- 1.41%
N/A
3.92K $0
LCTD
Blackrock ETF World Ex Us Carb
-566
- 7.63%
N/A
6.85K $0
Labcorp Holdings Inc
-5
- 0.45%
N/A
1.12K $0
Ge Vernova Inc
-40
- 4.34%
N/A
882 $0
Canadian Pacific Kansas City
-665
- 9.37%
N/A
6.43K $0
GM
General Motors CO

Consumer Cyclical
-268
- 4.62%
$42.48 - $50.46 $11.4K - $13.5K
5.54K $272K
Thomson Reuters Corp
-4
- 0.27%
N/A
1.48K $0
America Movil Sab De Cv
-533
- 4.56%
N/A
11.2K $0
Smurfit Westrock PLC
-1.26K
- 9.25%
N/A
12.4K $0
PEG
Public Service Enterprise Group Inc

Utilities
-126
- 2.11%
$77.13 - $84.18 $9.72K - $10.6K
5.84K $491K
XYL
Xylem Inc.

Industrials
-138
- 7.19%
$102.86 - $129.5 $14.2K - $17.9K
1.78K $230K
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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