Wealth Alliance Portfolio Holdings

Wealth Alliance

  • $902 Million
  • Q3 2025

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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$776,000 0.09% of portfolio
55,482
Q3 2025 Reduced 0.39%
$0
$703,000 0.08% of portfolio
63,403
Q3 2025 New
$0
$447,000 0.05% of portfolio
43,955
Q2 2025 Added 116.05%
$0
$451,000 0.05% of portfolio
38,735
Q1 2025 Reduced 2.52%
$0
$323,000 0.04% of portfolio
20,330
Q3 2025 Added 5.75%
$0
$95,000 0.01% of portfolio
10,451
Q3 2025 Reduced 5.58%
$4.85M
$58,000 0.01% of portfolio
40,000
Q3 2023 Reduced 9.74%
$0
$118,000 0.01% of portfolio
15,000
Q3 2025 New
$0
$116,000 0.01% of portfolio
10,000
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 554
  • Current Value $902 Million
  • Prior Value $843 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 61 stocks
  • Additional Purchases 196 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 260 stocks
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