Wealth Alliance has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $902 Million distributed in 554 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $87.7M, Ishares Core S&P 500 ETF with a value of $37.1M, Blackrock ETF Tr U S Equity Fa with a value of $28M, Ishares S&P 500 Value ETF with a value of $27M, and Ishares S&P 500 Growth ETF with a value of $26.1M.
Examining the 13F form we can see an increase of $59.5M in the current position value, from $843M to 902M.
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
$902 Million
ETFs: $430 Million
Technology: $185 Million
Financial Services: $57.5 Million
Healthcare: $45.3 Million
Consumer Cyclical: $37.9 Million
Communication Services: $34.2 Million
Industrials: $29.6 Million
Consumer Defensive: $26.3 Million
Other: $55.5 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
