WA

Wealth Alliance Advisory Group, LLC

13F
Wealth Alliance Advisory Group, LLC
Last update 2025-07-07 186 Stocks (9 new)
Value $525.00 Mil Turnover 4 %
Countries:
Top Holdings: IVV(9.36%)VTV(6.61%)FBND(5.99%)PYLD(5.21%)FENI(5.18%)
Summary Stock Picks Current Portfolio
Wealth Alliance Advisory Group... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
79,148
49,143.2
+3.48%
9.360
+0.31%
0.010
+15.70%
+6.17%
628,804.2
 
VTV
Vanguard Value ETF
196,462
34,722.7
+3.29%
6.610
+0.21%
0.030
+7.87%
+4.01%
131,706.9
 
FBND
Fidelity Total Bond ETF
687,964
31,474.4
-0.13%
5.990
-0.01%
0.170
+0.51%
+0.87%
19,233.4
 
PYLD
PIMCO Multisector Bond Active Exchange-Traded Fund
PIMCO Multisector Bond Active Exchange-Traded Fund
1,030,481
27,349.0
+0.22%
5.210
+0.01%
0.470
+1.63%
+1.27%
5,775.0
 
FENI
Fidelity Enhanced International ETF
817,928
27,204.3
+2.53%
5.180
+0.13%
0.930
+11.43%
+18.96%
3,167.7
 
VUG
Vanguard Growth ETF
60,165
26,376.5
+4.30%
5.020
+0.21%
0.020
+22.61%
+8.22%
165,550.4
 
CWI
SPDR MSCI ACWI ex-US ETF
475,441
15,527.9
+2.65%
2.960
+0.08%
0.820
+11.98%
+16.11%
1,878.3
 
MDY
S&P MidCap 400 ETF
24,825
14,063.0
+3.72%
2.680
+0.10%
0.060
+13.53%
+0.25%
22,893.5
 
JAGG
JAGG
257,789
11,902.1
-0.25%
2.270
-0.01%
-
+2.28%
+3.31%
0
 
NVDA
NVIDIA Corp
73,276
11,576.8
+6.70%
2.200
+0.14%
0.000
+52.15%
+27.13%
4,162,956.0
Semiconductors

Wealth Alliance Advisory Group, LLC's Historical Top Holdings Breakdowns

Wealth Alliance Advisory Group, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IVV
iShares Core S&P 500 ETF
2025-06-30
Add
Add
+0.31%
●
498.8 ($573.99) 620.9
$624.99
8.89%
Add 3.48%
79,148
2,661
VUG
Vanguard Growth ETF
2025-06-30
Add
Add
+0.21%
●
329.49 ($394.63) 438.4
$444.16
12.55%
Add 4.3%
60,165
2,483
VTV
Vanguard Value ETF
2025-06-30
Add
Add
+0.21%
●
153.67 ($168.97) 176.74
$176.09
4.21%
Add 3.29%
196,462
6,257
ACN
Accenture PLC
2025-06-30
Sold Out
Sold Out
-0.18%
●
279.23 ($304.68) 323.21
$276.07
-9.39%
Sold Out
0
-2,763
CRM
Salesforce Inc
2025-06-30
Add
Add
+0.17%
●
236.26 ($267.36) 291.15
$257.58
-3.66%
Add 60.16%
8,415
3,161
AVGO
Broadcom Inc
2025-06-30
Add
Add
+0.16%
●
146.29 ($216.36) 275.65
$280.94
29.85%
Add 17.35%
19,956
2,951
CSCO
Cisco Systems Inc
2025-06-30
Add
Add
+0.15%
●
53.19 ($61.46) 69.38
$67.18
9.31%
Add 32.2%
45,666
11,123
JNJ
Johnson & Johnson
2025-06-30
Add
Add
+0.15%
●
146.36 ($153.9) 165.84
$155.17
0.83%
Add 51.82%
14,936
5,098
MCD
McDonald's Corp
2025-06-30
Add
Add
+0.15%
●
285.55 ($308.36) 321.23
$299.62
-2.83%
Add 30.15%
11,439
2,650
MSFT
Microsoft Corp
2025-06-30
Add
Add
+0.15%
●
354.56 ($433.34) 497.45
$505.82
16.73%
Add 8.89%
19,579
1,599

Wealth Alliance Advisory Group, LLC Total Holding History ($B)

To

Wealth Alliance Advisory Group, LLC's Asset Allocation

To

Wealth Alliance Advisory Group, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Wealth Alliance Advisory Group, LLC's Hypothetical Growth since 2025-06-30

Wealth Alliance Advisory Group, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Wealth Alliance Advisory Group, LLC's Holdings Heat Map

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Wealth Alliance Advisory Group, LLC's Holdings Bubble Chart

Wealth Alliance Advisory Group, LLC News

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