Wealth Alliance has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $843 Million distributed in 542 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $71.1M, Ishares Core S&P 500 ETF with a value of $35M, Ishares S&P 500 Growth ETF with a value of $24.6M, Ishares Core Total Usd Bond Ma with a value of $23.6M, and Msci Eafe Value ETF with a value of $21.8M.
Examining the 13F form we can see an increase of $44.3M in the current position value, from $799M to 843M.
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
$843 Million
ETFs: $397 Million
Technology: $162 Million
Financial Services: $56.7 Million
Healthcare: $45.3 Million
Consumer Cyclical: $36.1 Million
Communication Services: $33.3 Million
Industrials: $30 Million
Consumer Defensive: $27.4 Million
Other: $51.8 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
