Wealth Alliance Sells in Q2 2025

Wealth Alliance

  • $843 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-32.3K
- 36.39%
$498.8 - $620.9 $16.1M - $20M
56.4K $35M
AAPL
Apple Inc.

Technology
-4.5K
- 1.28%
$172.42 - $223.89 $776K - $1.01M
346K $71.1M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-83.2K
- 89.08%
$50.08 - $63.14 $4.17M - $5.26M
10.2K $644K
ILCV
Ishares Morningstar Value ETF

ETFs
-21.2K
- 80.13%
$72.16 - $83.39 $1.53M - $1.77M
5.25K $437K
BMY
Bristol Myers Squibb CO

Healthcare
-23.1K
- 55.28%
$44.12 - $59.6 $1.02M - $1.37M
18.6K $863K
UNH
Unitedhealth Group Inc

Healthcare
-1.11K
- 21.45%
$274.35 - $599.47 $304K - $664K
4.06K $1.27M
SHV
Ishares Tr

ETFs
-12.3K
- 15.27%
$110.06 - $110.46 $1.36M - $1.36M
68.5K $7.56M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-10.9K
- 16.78%
$100.04 - $100.54 $1.09M - $1.09M
54K $5.43M
VNQ
Vanguard Specialized Funds Van

ETFs
-10.7K
- 12.42%
$79.79 - $91.42 $855K - $980K
75.6K $6.73M
GLD
Spdr Gold Trust

ETFs
-2.32K
- 65.27%
$273.71 - $316.29 $636K - $735K
1.24K $376K
PEP
Pepsico Inc

Consumer Defensive
-1.07K
- 4.79%
$128.02 - $151.37 $136K - $161K
21.2K $2.79M
GILD
Gilead Sciences, Inc.

Healthcare
-4.59K
- 30.51%
$96.91 - $113.0 $445K - $518K
10.4K $1.16M
PAYX
Paychex Inc

Industrials
-2.91K
- 41.23%
$137.01 - $159.78 $399K - $466K
4.15K $604K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-4.85K
- 36.43%
$53.23 - $70.65 $258K - $343K
8.46K $489K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-163
- 2.11%
$483.48 - $539.8 $78.8K - $88K
7.55K $3.67M
LYG
Lloyds Banking Group PLC

Financial Services
-100K
- 80.9%
$3.32 - $4.29 $333K - $430K
23.7K $100K
PM
Philip Morris International Inc.

Consumer Defensive
-4.59K
- 22.5%
$149.23 - $184.95 $685K - $849K
15.8K $2.88M
ADBE
Adobe Inc.

Technology
-809
- 38.82%
$340.0 - $420.68 $275K - $340K
1.28K $493K
KO
Coca Cola CO

Consumer Defensive
-4.05K
- 22.95%
$68.37 - $73.9 $277K - $299K
13.6K $961K
ZTS
Zoetis Inc.

Healthcare
-1.09K
- 8.04%
$144.41 - $170.3 $157K - $186K
12.5K $1.95M
T
At&T Inc.

Communication Services
-10.3K
- 14.28%
$26.33 - $28.94 $271K - $298K
61.8K $1.79M
MCD
Mcdonalds Corp

Consumer Cyclical
-242
- 3.26%
$285.55 - $321.23 $69.1K - $77.7K
7.18K $2.1M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-46
- 0.48%
$99.37 - $134.05 $4.57K - $6.17K
9.49K $1.08M
SO
Southern CO

Utilities
-1.86K
- 17.36%
$84.91 - $92.56 $158K - $172K
8.84K $811K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-3.61K
- 34.56%
$46.41 - $47.7 $168K - $172K
6.84K $325K
USXF
Ishares Esg Advanced Msci Usa

Technology
-6.42K
- 25.39%
$41.54 - $53.93 $267K - $346K
18.9K $1.02M
SNPS
Synopsys Inc

Technology
-635
- 28.37%
$380.9 - $517.66 $242K - $329K
1.6K $821K
GOOG
Alphabet Inc.

Communication Services
-2.94K
- 15.64%
$146.58 - $180.01 $431K - $529K
15.8K $2.81M
LII
Lennox International Inc

Industrials
-222
- 27.54%
$508.76 - $605.77 $113K - $134K
584 $334K
CMCSA
Comcast Corp

Communication Services
-1.89K
- 6.08%
$32.84 - $36.72 $61.9K - $69.3K
29.1K $1.04M
ORCL
Oracle Corp

Technology
-7.03K
- 38.59%
$122.82 - $218.63 $864K - $1.54M
11.2K $2.45M
HLMN
Hillman Solutions Corp.

Industrials
-4.3K
- 10.4%
$6.66 - $8.99 $28.6K - $38.6K
37K $264K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-4.24K
- 21.9%
$22.68 - $23.28 $96.2K - $98.7K
15.1K $351K
QCOM
Qualcomm Inc

Technology
-769
- 14.58%
$124.66 - $159.48 $95.9K - $123K
4.51K $717K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-1.56K
- 24.36%
$86.12 - $108.35 $134K - $169K
4.83K $523K
XEL
Xcel Energy Inc

Utilities
-385
- 1.65%
$65.65 - $72.39 $25.3K - $27.9K
23K $1.56M
FISV
Fiserv Inc

Technology
-714
- 26.0%
N/A
2.03K $254K
IGM
Ishares Expanded Tech Sector E

ETFs
-1.58K
- 37.69%
$79.8 - $112.34 $126K - $178K
2.62K $294K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.06K
- 21.13%
$72.02 - $73.82 $76.3K - $78.2K
3.95K $291K
PH
Parker Hannifin Corp

Industrials
-247
- 22.68%
$517.23 - $700.54 $128K - $173K
842 $588K
COP
Conocophillips

Energy
-28
- 0.66%
$82.66 - $106.1 $2.31K - $2.97K
4.24K $380K
GOOGL
Alphabet Inc.

Communication Services
-5.01K
- 13.27%
$144.7 - $178.6 $726K - $896K
32.8K $5.77M
AON
Aon PLC

Financial Services
-88
- 11.27%
$335.85 - $398.81 $29.6K - $35.1K
693 $247K
APD
Air Products & Chemicals, Inc.

Basic Materials
-64
- 2.18%
$248.61 - $294.96 $15.9K - $18.9K
2.88K $811K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-1.02K
- 4.27%
$11.11 - $14.46 $11.4K - $14.8K
22.9K $287K
AJG
Arthur J. Gallagher & Co.

Financial Services
-109
- 13.41%
$310.86 - $348.77 $33.9K - $38K
704 $225K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-5
- 0.43%
$225.56 - $335.19 $1.13K - $1.68K
1.17K $277K
HLI
Houlihan Lokey, Inc.

Financial Services
-601
- 19.56%
$141.59 - $182.75 $85.1K - $110K
2.47K $444K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-2.37K
- 7.3%
$22.43 - $23.23 $53.2K - $55.1K
30.1K $699K
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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