Wealth Alliance has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $799 Million distributed in 516 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $77.9M, Ishares Core S&P 500 ETF with a value of $49.8M, Ishares Core Total Usd Bond Ma with a value of $23.4M, Ishares Msci Usa Quality Facto with a value of $19M, and Blackrock ETF Tr U S Equity Fa with a value of $18.5M.
Examining the 13F form we can see an decrease of $12.2M in the current position value, from $811M to 799M.
Wealth Alliance is based out at Mellville, NY
Below you can find more details about Wealth Alliance portfolio as well as his latest detailed transactions.
Portfolio value
$799 Million
ETFs: $378 Million
Technology: $150 Million
Financial Services: $53 Million
Healthcare: $47.9 Million
Consumer Cyclical: $31.8 Million
Communication Services: $28.7 Million
Industrials: $27 Million
Consumer Defensive: $26.6 Million
Other: $52.5 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
