Wealth Alliance has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $811 Million distributed in 491 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $90.6M, Ishares Core S&P 500 ETF with a value of $56.9M, Ishares S&P 500 Growth ETF with a value of $23.5M, Ishares Core Total Usd Bond Ma with a value of $22.8M, and Blackrock ETF Tr U S Equity Fa with a value of $18.3M.
Examining the 13F form we can see an decrease of $7.52M in the current position value, from $818M to 811M.
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
$811 Million
ETFs: $391 Million
Technology: $170 Million
Financial Services: $47.9 Million
Healthcare: $42 Million
Consumer Cyclical: $33.2 Million
Communication Services: $30.3 Million
Industrials: $28.1 Million
Consumer Defensive: $21.2 Million
Other: $44.1 Million
Stock Holdings Table Market Cap. of $200 Billions or more
