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.