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
$5.79B
$225,000 0.03% of portfolio
23,940
Q2 2025 Added 51.99%
$0
$212,000 0.03% of portfolio
5,481
Q2 2025 New
$0
$281,000 0.03% of portfolio
8,622
Q2 2025 Added 0.02%
$4.25B
$235,000 0.03% of portfolio
2,279
Q2 2025 New
$76.9B
$272,000 0.03% of portfolio
5,535
Q2 2025 Reduced 4.62%
$4.52B
$269,000 0.03% of portfolio
941
Q2 2025 Added 23.01%
$61.1B
$225,000 0.03% of portfolio
704
Q2 2025 Reduced 13.41%
$3.1B
$270,000 0.03% of portfolio
4,499
Q2 2025 New
$3B
$259,000 0.03% of portfolio
3,819
Q2 2025 Added 11.7%
$112B
$222,000 0.03% of portfolio
580
Q2 2025 Reduced 1.86%
$10.8B
$220,000 0.03% of portfolio
2,984
Q2 2025 Reduced 11.4%
$41B
$278,000 0.03% of portfolio
2,199
Q2 2025 Added 34.41%
$0
$286,000 0.03% of portfolio
7,866
Q4 2022 New
$139B
$250,000 0.03% of portfolio
1,197
Q2 2025 New
$217B
$254,000 0.03% of portfolio
44
Q2 2025 Reduced 4.35%
$20.3B
$247,000 0.03% of portfolio
445
Q2 2025 Added 10.7%
$1.92B
$264,000 0.03% of portfolio
37,037
Q2 2025 Reduced 10.4%
$27.4B
$239,000 0.03% of portfolio
11,726
Q2 2025 New
$147B
$244,000 0.03% of portfolio
2,279
Q2 2025 Added 1.65%
$61.9B
$264,000 0.03% of portfolio
2,501
Q4 2024 New
$8.7B
$213,000 0.03% of portfolio
2,816
Q2 2025 New
$51B
$256,000 0.03% of portfolio
4,539
Q2 2025 Added 20.11%
$48.7B
$224,000 0.03% of portfolio
1,290
Q2 2025 New
$8.46B
$250,000 0.03% of portfolio
2,461
Q2 2025 Added 7.14%
$36.7B
$252,000 0.03% of portfolio
2,063
Q2 2025 Reduced 35.99%
$153B
$289,000 0.03% of portfolio
569
Q2 2025 Added 18.05%
$37.5B
$212,000 0.03% of portfolio
1,579
Q2 2025 New
$44.3B
$252,000 0.03% of portfolio
2,462
Q2 2025 Reduced 7.34%
$93.6B
$239,000 0.03% of portfolio
470
Q2 2025 New
$11.2B
$275,000 0.03% of portfolio
5,618
Q2 2025 Added 2.02%
$94.6B
$257,000 0.03% of portfolio
1,044
Q2 2025 New
$69.2B
$267,000 0.03% of portfolio
2,234
Q2 2025 Added 5.38%
$79.5B
$254,000 0.03% of portfolio
2,032
Q2 2025 Reduced 26.0%
$4.99B
$218,000 0.03% of portfolio
6,071
Q2 2025 Added 2.43%
$3.94B
$211,000 0.03% of portfolio
11,246
Q2 2024 Reduced 15.1%
$3.63B
$277,000 0.03% of portfolio
3,716
Q2 2025 Added 3.91%
$2.41B
$238,000 0.03% of portfolio
6,623
Q2 2025 Added 16.77%
$9.07B
$277,000 0.03% of portfolio
1,798
Q2 2025 Reduced 8.78%
$53.7B
$283,000 0.03% of portfolio
15,664
Q2 2025 Added 1.89%
$78.6B
$255,000 0.03% of portfolio
1,918
Q2 2025 Reduced 7.25%
$78.8B
$226,000 0.03% of portfolio
839
Q2 2025 Added 4.35%
$4.04B
$217,000 0.03% of portfolio
5,101
Q2 2025 New
$6.74B
$260,000 0.03% of portfolio
2,091
Q2 2025 Added 13.89%
$139B
$255,000 0.03% of portfolio
2,075
Q2 2025 Reduced 33.28%
$61.1B
$247,000 0.03% of portfolio
3,079
Q2 2025 Added 6.61%
$24.3B
$276,000 0.03% of portfolio
1,755
Q2 2025 Reduced 0.68%
$10B
$293,000 0.03% of portfolio
607
Q2 2025 Added 7.43%
$59.7B
$290,000 0.03% of portfolio
3,395
Q2 2025 Reduced 12.88%
$3.97B
$274,000 0.03% of portfolio
866
Q2 2025 Added 6.39%

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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