Wealth Alliance 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
WA Wealth Alliance | Institutional Filer | ▼ 0.87% | $1.01B | 548 |
Current Portfolio Holdings
Showing all 548 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 339K | $85.9M | 8.49% |
| 2 | IVV | ISHARES TR | — | 63K | $41.0M | 4.05% |
| 3 | DYNF | BLACKROCK ETF TRUST | — | 549K | $31.9M | 3.15% |
| 4 | IVE | ISHARES TR | — | 149K | $31.5M | 3.11% |
| 5 | IUSB | ISHARES TR | — | 562K | $26.0M | 2.56% |
| 6 | IVW | ISHARES TR | — | 218K | $24.6M | 2.43% |
| 7 | IEMG | ISHARES INC | — | 293K | $20.5M | 2.02% |
| 8 | EFV | ISHARES TR | — | 256K | $19.1M | 1.88% |
| 9 | AMLP | ALPS ETF TR | — | 292K | $15.4M | 1.52% |
| 10 | MSFT | Microsoft Corporation | Technology | 39K | $14.5M | 1.43% |
| 11 | NVDA | NVIDIA Corporation | Technology | 73K | $12.8M | 1.27% |
| 12 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 59K | $12.3M | 1.22% |
| 13 | THRO | BLACKROCK ETF TRUST | — | 339K | $12.3M | 1.21% |
| 14 | QUAL | ISHARES TR | — | 63K | $12.0M | 1.19% |
| 15 | EFG | ISHARES TR | — | 101K | $11.3M | 1.11% |
Showing 1 to 15 of 548 holdings