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
$49.5B
$583,000 0.07% of portfolio
3,651
Q2 2025 Added 9.28%
$0
$586,000 0.07% of portfolio
5,822
Q2 2025 Added 17.95%
$0
$612,000 0.07% of portfolio
2,465
Q2 2025 Added 2.75%
$36B
$630,000 0.07% of portfolio
9,186
Q2 2025 Added 31.4%
$12B
$588,000 0.07% of portfolio
8,101
Q2 2025 Added 4.3%
$0
$523,000 0.06% of portfolio
4,832
Q2 2025 Reduced 24.36%
$0
$529,000 0.06% of portfolio
1,891
Q2 2025 Reduced 7.53%
$22.2B
$536,000 0.06% of portfolio
3,005
Q2 2025 Added 28.09%
$0
$500,000 0.06% of portfolio
5,335
Q2 2025 Added 4.16%
$0
$505,000 0.06% of portfolio
17,293
Q2 2025 Added 34.71%
$83.2B
$493,000 0.06% of portfolio
2,318
Q2 2025 Added 38.39%
$86B
$545,000 0.06% of portfolio
7,911
Q2 2025 Added 1.14%
$66.1B
$485,000 0.06% of portfolio
6,854
Q2 2025 Added 0.04%
$55.9B
$522,000 0.06% of portfolio
2,597
Q2 2025 Reduced 1.93%
$43.8B
$491,000 0.06% of portfolio
5,837
Q2 2025 Reduced 2.11%
$0
$474,000 0.06% of portfolio
38,735
Q1 2025 Reduced 2.52%
$4.85B
$514,000 0.06% of portfolio
4,840
Q2 2025 Added 4.47%
$54.9B
$467,000 0.06% of portfolio
565
Q2 2025 Reduced 5.36%
$0
$494,000 0.06% of portfolio
43,955
Q2 2025 Added 116.05%
$26.1B
$464,000 0.06% of portfolio
2,282
Q2 2025 Added 39.91%
$16.4B
$489,000 0.06% of portfolio
8,462
Q2 2025 Reduced 36.43%
$57.8B
$494,000 0.06% of portfolio
2,264
Q2 2025 Added 8.33%
$6.14B
$486,000 0.06% of portfolio
8,774
Q2 2025 Added 247.49%
$25.8B
$529,000 0.06% of portfolio
6,994
Q2 2025 Reduced 2.26%
$133B
$506,000 0.06% of portfolio
660
Q2 2025 Reduced 13.04%
$91.7B
$522,000 0.06% of portfolio
9,615
Q2 2025 Reduced 6.18%
$157B
$493,000 0.06% of portfolio
1,275
Q2 2025 Reduced 38.82%
$12.4B
$451,000 0.05% of portfolio
1,549
Q2 2025 Added 16.82%
$14.6B
$460,000 0.05% of portfolio
4,274
Q2 2025 Reduced 0.05%
$22.7B
$445,000 0.05% of portfolio
2,012
Q2 2025 Reduced 2.04%
$111B
$381,000 0.05% of portfolio
24,826
Q2 2025 Reduced 1.75%
$35.3B
$450,000 0.05% of portfolio
817
Q2 2025 Added 7.93%
$40.5B
$455,000 0.05% of portfolio
1,874
Q2 2025 Added 0.16%
$14.5B
$448,000 0.05% of portfolio
8,304
Q2 2025 Added 4.44%
$122B
$388,000 0.05% of portfolio
4,452
Q2 2025 Added 5.75%
$257B
$431,000 0.05% of portfolio
3,567
Q2 2025 Reduced 0.25%
$14.5B
$442,000 0.05% of portfolio
48,202
Q2 2025 Added 6.68%
$14.6B
$397,000 0.05% of portfolio
2,758
Q2 2025 Added 34.8%
$6.4B
$411,000 0.05% of portfolio
4,567
Q2 2025 Added 1,300.92%
$49.3B
$463,000 0.05% of portfolio
14,019
Q2 2025 Added 4.34%
$69.6B
$460,000 0.05% of portfolio
67,893
Q2 2025 Reduced 1.29%
$86.2B
$402,000 0.05% of portfolio
1,381
Q2 2025 Added 19.15%
$68.2B
$441,000 0.05% of portfolio
14,235
Q2 2025 Added 0.01%
$70.9B
$439,000 0.05% of portfolio
4,838
Q2 2025 Added 16.66%
$80B
$463,000 0.05% of portfolio
1,874
Q2 2025 Added 1.68%
$0
$431,000 0.05% of portfolio
3,194
Q2 2025 Reduced 11.18%
$0
$437,000 0.05% of portfolio
5,247
Q2 2025 Reduced 80.13%
$0
$439,000 0.05% of portfolio
15,047
Q1 2025 Reduced 12.5%
$0
$453,000 0.05% of portfolio
683
Q4 2024 Reduced 6.95%

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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