Wealth Alliance Portfolio Holdings
Wealth Alliance
- $747 Million
- Q1 2024
Wealth Alliance has filed its 13F form on May 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $747 Million distributed in 516 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $65.2M, Ishares Core S&P 500 ETF with a value of $60.8M, Ishares Core Total Usd Bond Ma with a value of $21M, Microsoft Corp with a value of $18.4M, and Ishares S&P 500 Value ETF with a value of $16.2M.
Examining the 13F form we can see an increase of $45.5M in the current position value, from $702M to 747M.
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 516
- Current Value $747 Million
- Prior Value $702 Million
- Filing
- Period Q1 2024
- Filing Date May 10, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 35 stocks
- Additional Purchases 197 stocks
- Sold out of 0 stocks
- Reduced holdings in 256 stocks