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CIK: 0001793904
Total reported value
$1.2B
$1.2B
491 檔
17.7%
During the Q4 2024 filing period, Wealth Alliance, LLC (CIK: 0001793904) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.2B across 491 reported positions.
During Q4 2024, Wealth Alliance, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 491 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 10.84% | +0.51% | +0.47% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.80% | +1.18% | -0.86% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.82% | +1.26% | -2.00% | |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.73% | +0.66% | -9.01% | |
| 5 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 2.19% | +0.68% | -0.93% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.09% | -1.01% | +2.19% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.04% | -0.77% | +2.02% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.03% | -0.04% | -3.39% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.70% | -1.03% | -5.88% | |
| 10 | AMLP | Alerian Mlp ETF | ETF-Other | 1.67% | -0.29% | +19.75% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.65% | -0.09% | -1.89% | |
| 12 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.58% | -0.03% | +32.84% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.17% | -0.03% | -2.54% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.11% | +0.05% | +5.07% | |
| 15 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.00% | — | +7.10% | |
| 16 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.93% | +0.04% | -3.33% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.92% | +0.20% | -29.27% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.86% | +0.10% | +0.15% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.80% | -0.22% | -1.15% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 0.77% | +0.01% | -9.90% | |
| 21 | MBB | Ishares Mbs ETF | ETF-Other | 0.71% | -0.05% | +13.04% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.68% | +0.06% | +6.65% | |
| 23 | IAU | Ishares Gold Trust | ETF-Commodities | 0.66% | -0.24% | +18.91% | |
| 24 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.59% | -0.05% | -1.72% | |
| 25 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.56% | +0.50% | -0.79% | |
| 26 | ANET | Arista Networks Inc | Stock-Tech | 0.56% | +0.13% | — | |
| 27 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.54% | -0.01% | — | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.53% | +0.15% | NEW | |
| 29 | VB | Vanguard Small-cap ETF | ETF-Other | 0.50% | -0.06% | +2.29% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.48% | -0.06% | -6.57% | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 0.48% | — | +3.56% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.47% | — | +2.57% | |
| 33 | IVLU | Ishares Msci International V | ETF-Other | 0.45% | -0.07% | +123.39% | |
| 34 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.44% | -0.21% | +11.37% | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.44% | +0.09% | +3.56% | |
| 36 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.44% | -0.37% | -1.85% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.43% | — | -0.59% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.43% | +0.04% | NEW | |
| 39 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.43% | +0.11% | +2.08% | |
| 40 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.43% | — | +7.79% | |
| 41 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.43% | +0.01% | +2.12% | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.42% | -0.07% | +0.83% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.40% | -0.04% | -3.29% | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.40% | -0.06% | +1.10% | |
| 45 | PMAR | Innovator U.s. Equity Power | ETF-Other | 0.40% | -0.03% | -0.46% | |
| 46 | NFLX | Netflix Inc | Stock-Comm Services | 0.39% | -0.15% | -8.15% | |
| 47 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.39% | -0.02% | +10.94% | |
| 48 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.38% | — | — | |
| 49 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.37% | +0.23% | -1.59% | |
| 50 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.37% | -0.58% | -21.99% |
According to official SEC Form 13F filings, Wealth Alliance, LLC reported a total U.S. public equity portfolio value of $1.2B across 491 disclosed positions in Q4 2024.
During Q4 2024, Wealth Alliance, LLC's top holdings by market value included AAPL (10.8%)、IVV (6.8%)、IVW (2.8%). The largest single position, AAPL, represented 10.8% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, IVV, IVW) accounted for 17.7% of total reported equity market value during Q4 2024.
In Q4 2024, Wealth Alliance, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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