Wealth Alliance Portfolio Holdings

Wealth Alliance

  • $843 Million
  • Q2 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$36.9B
$744,000 0.09% of portfolio
10,036
Q2 2025 Added 1.56%
$140B
$751,000 0.09% of portfolio
1,900
Q2 2025 Added 2.1%
$47.8B
$766,000 0.09% of portfolio
5,794
Q2 2025 Added 2.48%
$267B
$717,000 0.09% of portfolio
10,193
Q2 2025 Reduced 0.39%
$0
$742,000 0.09% of portfolio
4,088
Q2 2025 Reduced 0.24%
$274M
$758,000 0.09% of portfolio
48,471
Q1 2025 Reduced 26.13%
$0
$796,000 0.09% of portfolio
15,293
Q2 2025 Added 2.61%
$0
$678,000 0.08% of portfolio
41,691
Q2 2025 Added 4.39%
$0
$696,000 0.08% of portfolio
40,669
Q2 2025 Added 0.16%
$106B
$689,000 0.08% of portfolio
4,313
Q2 2025 Added 8.59%
$46.7B
$658,000 0.08% of portfolio
360
Q2 2025 Reduced 1.64%
$117B
$688,000 0.08% of portfolio
4,606
Q2 2025 Reduced 3.92%
$23.4B
$678,000 0.08% of portfolio
3,704
Q2 2025 Added 3.72%
$35.2B
$662,000 0.08% of portfolio
6,602
Q2 2025 Added 1.06%
$54.6B
$662,000 0.08% of portfolio
6,573
Q2 2025 Added 51.38%
$75.7B
$677,000 0.08% of portfolio
20,771
Q2 2025 Added 19.15%
$93.7B
$674,000 0.08% of portfolio
2,039
Q2 2025 Reduced 3.14%
$0
$699,000 0.08% of portfolio
30,114
Q2 2025 Reduced 7.3%
$0
$644,000 0.08% of portfolio
10,200
Q2 2025 Reduced 89.08%
$62.7B
$705,000 0.08% of portfolio
6,987
Q2 2025 Added 1.29%
$86.3B
$713,000 0.08% of portfolio
9,597
Q2 2025 Added 5.73%
$28.7B
$703,000 0.08% of portfolio
4,237
Q2 2025 Added 5.9%
$0
$707,000 0.08% of portfolio
9,503
Q2 2025 Reduced 0.82%
$61B
$670,000 0.08% of portfolio
20,984
Q2 2025 Added 1.67%
$24.9B
$643,000 0.08% of portfolio
1,716
Q2 2025 Added 3.69%
$35.3B
$554,000 0.07% of portfolio
8,858
Q2 2025 Added 2.69%
$11.7B
$568,000 0.07% of portfolio
18,773
Q2 2025 Added 8.23%
$0
$575,000 0.07% of portfolio
4,742
Q2 2025 Added 0.42%
$87.3B
$626,000 0.07% of portfolio
1,826
Q2 2025 Added 2.41%
$58.7B
$618,000 0.07% of portfolio
3,845
Q2 2025 Added 1.85%
$40.7B
$571,000 0.07% of portfolio
4,435
Q2 2025 New
$86.8B
$617,000 0.07% of portfolio
8,689
Q2 2025 Added 22.21%
$0
$624,000 0.07% of portfolio
3,309
Q2 2025 Added 1.07%
$61.2B
$609,000 0.07% of portfolio
1,613
Q2 2025 Reduced 0.49%
$72.2B
$555,000 0.07% of portfolio
10,554
Q2 2025 Added 6.91%
$0
$600,000 0.07% of portfolio
10,542
Q2 2025 Reduced 3.75%
$20.5B
$615,000 0.07% of portfolio
8,384
Q2 2025 Added 0.83%
$100B
$614,000 0.07% of portfolio
6,072
Q2 2025 Reduced 0.75%
$0
$586,000 0.07% of portfolio
4,397
Q2 2025 Added 3.34%
$19.5B
$568,000 0.07% of portfolio
4,688
Q2 2025 Added 6.72%
$28.7B
$602,000 0.07% of portfolio
10,687
Q2 2025 Added 2.13%
$149B
$575,000 0.07% of portfolio
9,411
Q2 2025 Reduced 0.4%
$85.9B
$587,000 0.07% of portfolio
3,859
Q2 2025 Added 18.23%
$85.8B
$620,000 0.07% of portfolio
1,596
Q2 2025 Added 33.56%
$98.1B
$588,000 0.07% of portfolio
842
Q2 2025 Reduced 22.68%
$23.5B
$553,000 0.07% of portfolio
8,196
Q2 2025 Added 3.34%
$44.8B
$604,000 0.07% of portfolio
4,153
Q2 2025 Reduced 41.23%
$89.8B
$601,000 0.07% of portfolio
1,226
Q2 2025 Reduced 2.23%
$68.7B
$594,000 0.07% of portfolio
32,097
Q2 2025 Added 1.86%

Summary

  • Portfolio
  • No. of Stocks 542
  • Current Value $843 Million
  • Prior Value $799 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 55 stocks
  • Additional Purchases 284 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 171 stocks
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