Wealth Alliance Portfolio Holdings
Wealth Alliance
- $799 Million
- Q1 2025
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.
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 516
- Current Value $799 Million
- Prior Value $811 Million
- Filing
- Period Q1 2025
- Filing Date May 05, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 61 stocks
- Additional Purchases 260 stocks
- Sold out of 0 stocks
- Reduced holdings in 169 stocks