Wealth Alliance Reduced Holdings in Q2 2025

Wealth Alliance

  • $843 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MS
Morgan Stanley

Financial Services
-116
- 1.96%
$99.83 - $140.86 $11.6K - $16.3K
5.81K $818K
C
Citigroup Inc

Financial Services
-38
- 0.4%
$58.13 - $85.12 $2.21K - $3.23K
9.51K $809K
AXON
Axon Enterprise, Inc.

Industrials
-32
- 5.36%
$497.13 - $827.94 $15.9K - $26.5K
565 $467K
SHOP
Shopify Inc.

Technology
-13
- 0.16%
$76.89 - $115.35 $1K - $1.5K
7.94K $915K
MELI
Mercadolibre Inc

Consumer Cyclical
-13
- 4.42%
$1794.73 - $2613.63 $23.3K - $34K
281 $734K
PJAN
Innovator U.S. Equity Power Bu

ETFs
-82
- 0.11%
$38.7 - $44.05 $3.17K - $3.61K
71.6K $3.16M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-188
- 0.63%
$53.69 - $67.27 $10.1K - $12.6K
29.8K $2.01M
PMAR
Innovator U.S. Equity Power Bu

ETFs
-149
- 0.18%
$37.18 - $42.23 $5.54K - $6.29K
83.7K $3.54M
TTD
Trade Desk, Inc.

Technology
-2.23K
- 10.99%
$45.27 - $79.4 $101K - $177K
18K $1.3M
PWR
Quanta Services, Inc.

Industrials
-8
- 0.49%
$239.47 - $381.26 $1.92K - $3.05K
1.61K $609K
TSLA
Tesla, Inc.

Consumer Cyclical
-1.13K
- 11.79%
$221.86 - $362.89 $251K - $410K
8.46K $2.69M
SNOW
Snowflake Inc.

Technology
-455
- 10.49%
$130.53 - $223.77 $59.4K - $102K
3.88K $868K
TT
Trane Technologies PLC

Industrials
-3
- 0.1%
$315.21 - $437.41 $946 - $1.31K
3.02K $1.32M
AOA
Ishares Tr Core Aggressive All

ETFs
-823
- 1.29%
$69.46 - $83.4 $57.2K - $68.6K
63.2K $5.27M
APH
Amphenol Corp

Technology
-250
- 1.97%
$59.09 - $98.75 $14.8K - $24.7K
12.4K $1.23M
GS
Goldman Sachs Group Inc

Financial Services
-38
- 1.37%
$462.22 - $707.75 $17.6K - $26.9K
2.74K $1.94M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-2.3K
- 11.73%
$141.37 - $228.57 $325K - $525K
17.3K $3.92M
IYW
Ishares Dj Us Tech ETF

ETFs
-5.4K
- 10.69%
$122.57 - $173.27 $661K - $935K
45.1K $7.81M
EFG
Msci Eafe Growth ETF

ETFs
-535
- 0.78%
$89.8 - $112.0 $48K - $59.9K
67.9K $7.6M
MSFT
Microsoft Corp

Technology
-157
- 0.37%
$354.56 - $497.45 $55.7K - $78.1K
42.3K $21M
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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