WA

Wealth Alliance

13F
Wealth Alliance
Last update 2025-02-03 491 Stocks (36 new)
Value $836.00 Mil Turnover 8 %
Countries:
Top Holdings: AAPL(10.84%)IVV(6.80%)IVW(2.82%)IUSB(2.73%)DYNF(2.19%)
Summary Stock Picks Current Portfolio
Wealth Alliance Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
361,913
90,630.2
+0.47%
10.840
+0.05%
0.000
-14.25%
-21.25%
2,959,047.9
Hardware
IVV 		iShares Core S&P 500 ETF
96,580
56,854.8
-0.86%
6.800
-0.06%
0.010
-11.93%
-10.19%
540,137.2
 
IVW 		iShares S&P 500 Growth ETF
231,942
23,549.0
-2.00%
2.820
-0.05%
0.040
-14.80%
-12.87%
48,190.4
 
IUSB 		iShares Core Total USD Bond Market ETF
504,299
22,794.3
-9.01%
2.730
-0.28%
0.070
+0.75%
+0.75%
32,733.9
 
DYNF 		iShares U.S. Equity Factor Rotation Active ETF
357,031
18,297.9
-0.93%
2.190
-0.02%
0.130
-12.03%
-10.38%
14,431.3
 
QUAL 		iShares MSCI USA Quality Factor ETF
97,923
17,438.1
+2.19%
2.090
+0.04%
0.030
-10.66%
-9.35%
45,836.8
 
IVE 		iShares S&P 500 Value ETF
89,492
17,082.2
+2.02%
2.040
+0.04%
0.050
-8.61%
-7.07%
34,819.1
 
MSFT 		Microsoft Corp
40,372
17,016.9
-3.39%
2.030
-0.07%
0.000
-14.10%
-12.57%
2,734,070.0
Software
EFV 		iShares MSCI EAFE Value ETF
271,161
14,227.8
-5.88%
1.700
-0.12%
0.070
+9.93%
+11.59%
20,094.0
 
AMLP 		Alerian MLP ETF
289,693
13,951.6
+19.75%
1.670
+0.28%
0.140
-5.94%
+1.00%
10,115.0
 

Wealth Alliance's Historical Top Holdings Breakdowns

Wealth Alliance's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MTUM 		iShares MSCI USA Momentum Factor ETF2024-12-31New Buy
+0.54%
●
201.32 ($209.63) 217.55
$195.35
-6.81%
New holding
21,873
21,873
IWD 		iShares Russell 1000 Value ETF2024-12-31New Buy
+0.53%
●
183.23 ($191.86) 199.79
$176.32
-8.10%
New holding
24,008
24,008
EFA 		iShares MSCI EAFE ETF2024-12-31New Buy
+0.43%
●
75.1 ($79.14) 82.84
$81.10
2.48%
New holding
47,525
47,525
VNQ 		Vanguard Real Estate Index Fund ETF2024-12-31Reduce
-0.42%
●
87.85 ($94.45) 98.6
$86.84
-8.06%
Reduce -29.27%
86,088
-35,631
EFG 		iShares MSCI EAFE Growth ETF2024-12-31Add
+0.39%
●
96.83 ($101.54) 106.79
$99.22
-2.28%
Add 32.84%
136,303
33,699
DVY 		iShares Select Dividend ETF2024-12-31New Buy
+0.38%
●
129.55 ($136.28) 143.41
$125.86
-7.65%
New holding
23,961
23,961
IEFA 		iShares Core MSCI EAFE ETF2024-12-31Reduce
-0.36%
●
69.87 ($73.71) 77.25
$75.36
2.24%
Reduce -68.36%
17,864
-38,604
MUB 		iShares National Muni Bond ETF2024-12-31Reduce
-0.35%
●
105.78 ($107.42) 108.65
$103.60
-3.56%
Reduce -49.94%
26,753
-26,688
AMLP 		Alerian MLP ETF2024-12-31Add
+0.28%
●
46.48 ($48.08) 51.32
$48.64
1.16%
Add 19.75%
289,693
47,781
IUSB 		iShares Core Total USD Bond Market ETF2024-12-31Reduce
-0.28%
●
45.07 ($45.88) 47.01
$45.54
-0.74%
Reduce -9.01%
504,299
-49,914

Wealth Alliance Total Holding History ($B)

To

Wealth Alliance's Asset Allocation

To

Wealth Alliance Past Portfolios

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

Top Ranked Articles

  • 1

Wealth Alliance's Hypothetical Growth since 2024-12-31

Wealth Alliance's Yearly Returns

Year Portfolio % % Excess Gain %

Wealth Alliance's Holdings Heat Map

Size field:

Wealth Alliance's Holdings Bubble Chart

Wealth Alliance News

  • 1

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