Wealth Alliance Reduced Holdings in Q1 2025

Wealth Alliance

  • $799 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
URI
United Rentals, Inc.

Industrials
-12
- 3.02%
$594.17 - $789.56 $7.13K - $9.47K
386 $241K
TEAF
Ecofin Sustainable & Social Impact Term Fund

Financial Services
-1K
- 2.52%
$11.31 - $12.37 $11.3K - $12.4K
38.7K $440K
LSTR
Landstar System Inc

Industrials
-29
- 2.04%
$146.63 - $177.82 $4.25K - $5.16K
1.39K $208K
FCX
Freeport Mcmoran Inc

Basic Materials
-788
- 8.14%
$34.5 - $43.01 $27.2K - $33.9K
8.89K $336K
EMR
Emerson Electric CO

Industrials
-21
- 1.01%
$108.64 - $131.17 $2.28K - $2.75K
2.07K $226K
BSX
Boston Scientific Corp

Healthcare
-657
- 22.66%
$89.38 - $106.18 $58.7K - $69.8K
2.24K $226K
CMCSA
Comcast Corp

Communication Services
-253
- 0.81%
$33.19 - $38.23 $8.4K - $9.67K
31K $1.14M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-49
- 2.75%
$126.86 - $146.45 $6.22K - $7.18K
1.73K $219K
RGA
Reinsurance Group Of America Inc

Financial Services
-17
- 1.36%
$186.01 - $231.1 $3.16K - $3.93K
1.23K $242K
PEG
Public Service Enterprise Group Inc

Utilities
-118
- 1.94%
$78.2 - $90.39 $9.23K - $10.7K
5.96K $490K
AWI
Armstrong World Industries Inc

Industrials
-52
- 2.23%
$136.0 - $154.19 $7.07K - $8.02K
2.28K $321K
MAA
Mid America Apartment Communities Inc.

Real Estate
-186
- 10.47%
$146.9 - $170.92 $27.3K - $31.8K
1.59K $266K
JBT
John Bean Technologies Corp

Industrials
-19
- 0.85%
$121.81 - $131.22 $2.31K - $2.49K
2.21K $277K
FFIN
First Financial Bankshares Inc

Financial Services
-132
- 2.18%
$34.78 - $38.52 $4.59K - $5.08K
5.93K $212K
ALL
Allstate Corp

Financial Services
-210
- 7.35%
$180.99 - $210.18 $38K - $44.1K
2.65K $548K
ROLL
Rbc Bearings Inc

Industrials
-5
- 0.45%
N/A
1.11K $273K
JCI
Johnson Controls International PLC

Industrials
-74
- 2.04%
$76.12 - $90.6 $5.63K - $6.7K
3.56K $285K
LCTD
Blackrock ETF World Ex Us Carb
-757
- 9.26%
N/A
7.42K $0
CRH.L
Crh PLC

Basic Materials
-341
- 5.98%
N/A
5.36K $0
CAKE
Cheesecake Factory Inc

Consumer Cyclical
-136
- 2.55%
$44.87 - $56.71 $6.1K - $7.71K
5.19K $252K
Labcorp Holdings Inc
-53
- 4.52%
N/A
1.12K $0
Blackrock Inc
-15
- 2.24%
N/A
654 $0
UNF
Unifirst Corp

Industrials
-17
- 1.43%
$169.33 - $230.5 $2.88K - $3.92K
1.17K $203K
Innovator Etfs Trust
-983
- 3.69%
N/A
25.7K $0
Canadian Pacific Kansas City
-5.03K
- 41.5%
N/A
7.1K $0
Ge Vernova Inc
-38
- 3.96%
N/A
922 $0
Thomson Reuters Corp
-410
- 21.64%
N/A
1.49K $0
Arista Networks Inc
-287
- 0.68%
N/A
42.2K $0
LQD
Ishares Iboxx $ Investment Gra

ETFs
-146
- 1.57%
$105.1 - $109.61 $15.3K - $16K
9.18K $997K
MFC
Manulife Financial Corp

Financial Services
-217
- 1.04%
$28.41 - $31.82 $6.16K - $6.9K
20.6K $642K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-25
- 0.15%
$9.47 - $11.46 $237 - $287
17.1K $183K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-459
- 1.51%
$27.01 - $28.54 $12.4K - $13.1K
30K $839K
SPGI
S&P Global Inc.

Financial Services
-48
- 1.45%
$478.26 - $543.77 $23K - $26.1K
3.27K $1.66M
PRI
Primerica, Inc.

Financial Services
-18
- 1.68%
$271.41 - $296.43 $4.89K - $5.34K
1.06K $300K
VFH
Vanguard Financial ETF

ETFs
-13
- 0.13%
$114.07 - $127.34 $1.48K - $1.66K
9.98K $1.19M
JKHY
Henry Jack & Associates Inc

Technology
-33
- 1.29%
$166.47 - $191.28 $5.49K - $6.31K
2.53K $461K
DE
Deere & CO

Industrials
-11
- 2.23%
$408.57 - $509.27 $4.49K - $5.6K
482 $226K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
-18
- 0.76%
$160.89 - $187.27 $2.9K - $3.37K
2.36K $408K
HEZU
Ishares Currency Hedged Msci E

ETFs
-152
- 1.83%
$35.85 - $40.72 $5.45K - $6.19K
8.18K $318K
SYK
Stryker Corp

Healthcare
-6
- 0.32%
$355.18 - $399.9 $2.13K - $2.4K
1.86K $692K
PAYX
Paychex Inc

Industrials
-549
- 7.21%
$136.06 - $154.52 $74.7K - $84.8K
7.07K $1.09M
BR
Broadridge Financial Solutions, Inc.

Technology
-32
- 1.68%
$221.46 - $244.83 $7.09K - $7.83K
1.87K $453K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-172
- 2.81%
$35.35 - $42.74 $6.08K - $7.35K
5.95K $246K
TMUS
T Mobile Us, Inc.

Communication Services
-195
- 11.71%
$211.3 - $272.83 $41.2K - $53.2K
1.47K $392K
AIG
American International Group, Inc.

Financial Services
-385
- 8.99%
$70.5 - $86.94 $27.1K - $33.5K
3.9K $338K
AJG
Arthur J. Gallagher & Co.

Financial Services
-79
- 8.86%
$275.89 - $345.24 $21.8K - $27.3K
813 $280K
EPD
Enterprise Products Partners L.P.

Energy
-317
- 2.18%
$31.75 - $34.14 $10.1K - $10.8K
14.2K $485K
SAP
Sap Se

Technology
-233
- 4.92%
$241.4 - $293.69 $56.2K - $68.4K
4.5K $1.21M
RELX
Relx PLC

Communication Services
-182
- 1.74%
$45.34 - $51.91 $8.25K - $9.45K
10.2K $516K
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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