Wealth Alliance Sells in Q4 2024

Wealth Alliance

  • $811 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BOTZ
Global X Fds

ETFs
-71
- 1.04%
$31.11 - $34.18 $2.21K - $2.43K
6.74K $215K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-48
- 1.46%
$118.0 - $127.04 $5.66K - $6.1K
3.24K $394K
JCI
Johnson Controls International PLC

Industrials
-67
- 1.81%
$74.23 - $86.6 $4.97K - $5.8K
3.63K $286K
KAI
Kadant Inc

Industrials
-18
- 2.3%
$316.45 - $422.93 $5.7K - $7.61K
766 $264K
CRH.L
Crh PLC

Basic Materials
-321
- 5.33%
N/A
5.7K $0
Kenvue Inc
-1.79K
- 5.4%
N/A
31.3K $0
PSEP
Innovator U.S. Equity Power Bu
-453
- 1.76%
N/A
25.3K $0
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
-26.2K
- 71.12%
N/A
10.6K $0
Cooper Cos Inc
-205
- 5.06%
N/A
3.85K $0
Canadian Pacific Kansas City
-1.18K
- 8.84%
N/A
12.1K $0
Labcorp Holdings Inc
-2
- 0.17%
N/A
1.17K $0
Linde PLC
-136
- 3.43%
N/A
3.83K $0
Thomson Reuters Corp
-23
- 1.2%
N/A
1.9K $0
PH
Parker Hannifin Corp

Industrials
-15
- 0.56%
$621.74 - $709.46 $9.33K - $10.6K
2.65K $1.68M
BSX
Boston Scientific Corp

Healthcare
-173
- 5.63%
$83.62 - $91.5 $14.5K - $15.8K
2.9K $258K
CPRT
Copart Inc

Consumer Cyclical
-444
- 8.04%
$51.36 - $63.8 $22.8K - $28.3K
5.08K $291K
RPM
Rpm International Inc

Basic Materials
-16
- 0.55%
$120.09 - $140.26 $1.92K - $2.24K
2.9K $357K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-346
- 6.84%
$83.95 - $99.75 $29K - $34.5K
4.72K $421K
PWR
Quanta Services, Inc.

Industrials
-85
- 4.8%
$296.05 - $346.6 $25.2K - $29.5K
1.69K $532K
OKE
Oneok Inc

Energy
-272
- 7.65%
$92.28 - $117.05 $25.1K - $31.8K
3.28K $329K
VRSK
Verisk Analytics, Inc.

Industrials
-9
- 0.8%
$262.86 - $294.75 $2.37K - $2.65K
1.12K $307K
PJUN
Innovator U.S. Equity Power Bu

ETFs
-676
- 1.31%
$36.63 - $37.8 $24.8K - $25.6K
51.1K $1.92M
GLOB
Globant S.A.

Technology
-91
- 5.28%
$193.45 - $236.83 $17.6K - $21.6K
1.63K $349K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
-226
- 1.42%
$10.4 - $12.75 $2.35K - $2.88K
15.7K $184K
RLI
Rli Corp

Financial Services
-25
- 1.9%
$151.91 - $180.89 $3.8K - $4.52K
1.29K $212K
MSCI
Msci Inc.

Financial Services
-5
- 0.7%
$569.09 - $635.99 $2.85K - $3.18K
711 $426K
INTU
Intuit Inc

Technology
-8
- 0.44%
$602.01 - $706.25 $4.82K - $5.65K
1.83K $1.15M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-6
- 0.45%
$311.11 - $335.64 $1.87K - $2.01K
1.31K $423K
HDB
Hdfc Bank LTD

Financial Services
-226
- 1.19%
$59.45 - $68.01 $13.4K - $15.4K
18.8K $1.2M
MCK
Mckesson Corp

Healthcare
-71
- 10.1%
$482.27 - $628.5 $34.2K - $44.6K
632 $360K
AWI
Armstrong World Industries Inc

Industrials
-74
- 3.07%
$133.26 - $162.01 $9.86K - $12K
2.34K $330K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-5
- 0.35%
$521.84 - $558.82 $2.61K - $2.79K
1.44K $778K
KKR
Kkr & Co. Inc.

Financial Services
-168
- 7.37%
$129.87 - $162.87 $21.8K - $27.4K
2.11K $312K
WST
West Pharmaceutical Services Inc

Healthcare
-32
- 3.36%
$285.69 - $344.0 $9.14K - $11K
920 $301K
GLW
Corning Inc

Technology
-65
- 0.75%
$44.11 - $49.76 $2.87K - $3.23K
8.64K $410K
SRE
Sempra Energy

Utilities
-148
- 1.96%
$80.81 - $94.77 $12K - $14K
7.39K $648K
BR
Broadridge Financial Solutions, Inc.

Technology
-12
- 0.63%
$209.64 - $236.44 $2.52K - $2.84K
1.9K $430K
DSGX
Descartes Systems Group Inc

Technology
-27
- 1.22%
$100.21 - $121.37 $2.71K - $3.28K
2.18K $247K
SAP
Sap Se

Technology
-263
- 5.27%
$218.13 - $255.54 $57.4K - $67.2K
4.73K $1.17M
WDAY
Workday, Inc.

Technology
-78
- 2.48%
$233.85 - $279.91 $18.2K - $21.8K
3.07K $790K
XEL
Xcel Energy Inc

Utilities
-450
- 1.87%
$62.16 - $72.92 $28K - $32.8K
23.7K $1.6M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-1.77K
- 9.37%
$7.33 - $12.37 $13K - $21.9K
17.1K $181K
TJX
Tjx Companies Inc

Consumer Cyclical
-11
- 0.13%
$112.15 - $127.2 $1.23K - $1.4K
8.58K $1.04M
CHH
Choice Hotels International Inc

Consumer Cyclical
-80
- 2.38%
$128.7 - $152.73 $10.3K - $12.2K
3.28K $465K
FRPT
Freshpet, Inc.

Consumer Defensive
-55
- 1.7%
$132.54 - $156.76 $7.29K - $8.62K
3.18K $470K
MS
Morgan Stanley

Financial Services
-1.26K
- 14.46%
$104.42 - $134.99 $131K - $170K
7.43K $934K
TDY
Teledyne Technologies Inc

Technology
-37
- 2.06%
$436.59 - $489.24 $16.2K - $18.1K
1.76K $814K
CAKE
Cheesecake Factory Inc

Consumer Cyclical
-98
- 1.81%
$38.7 - $51.36 $3.79K - $5.03K
5.33K $252K
SE
Sea LTD

Consumer Cyclical
-140
- 3.38%
$93.56 - $117.41 $13.1K - $16.4K
4K $424K
Activity Summary
Buys All Purchases 185 New Holdings 31 Increased Positions 154 Sells All Sells 285 Reductions 285 Sold out 0 Options Calls 0 Puts 0
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