Wealth Alliance has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $818 Million distributed in 521 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $83.9M, Ishares Core S&P 500 ETF with a value of $56.2M, Ishares Core Total Usd Bond Ma with a value of $26.1M, Ishares S&P 500 Growth ETF with a value of $22.7M, and Microsoft Corp with a value of $18M.

Examining the 13F form we can see an increase of $58.3M in the current position value, from $760M to 818M.

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 $818 Million
ETFs: $374 Million
Technology: $171 Million
Healthcare: $49.7 Million
Financial Services: $47.1 Million
Consumer Cyclical: $33 Million
Industrials: $31.3 Million
Communication Services: $30 Million
Consumer Defensive: $25.9 Million
Other: $53.9 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 521
  • Current Value $818 Million
  • Prior Value $760 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 41 stocks
  • Additional Purchases 240 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 209 stocks
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