WEALTH ALLIANCE, LLC Q1 2025 Filing
Filed May 5, 2025
Portfolio Value
$826.4B
Holdings
516
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (516 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 350,823 | $77.9B | 9.43% | |
| 2 | IVVISHARES TR | 88,678 | $49.8B | 6.03% | |
| 3 | IUSBISHARES TR | 508,587 | $23.4B | 2.84% | |
| 4 | QUALISHARES TR | 111,370 | $19.0B | 2.30% | |
| 5 | DYNFBLACKROCK ETF TRUST | 378,545 | $18.5B | 2.23% | |
| 6 | IVWISHARES TR | 193,221 | $17.9B | 2.17% | |
| 7 | MSFTMICROSOFT CORP | 42,436 | $15.9B | 1.93% | |
| 8 | IVEISHARES TR | 83,082 | $15.8B | 1.92% | |
| 9 | EFVISHARES TR | 253,957 | $15.0B | 1.81% | |
| 10 | AMLPALPS ETF TR | 270,699 | $14.1B | 1.70% | |
| 11 | AMZNAMAZON COM INC | 60,778 | $11.6B | 1.40% | |
| 12 | OEFISHARES TR | 34,837 | $9.4B | 1.14% | |
| 13 | SHVISHARES TR | 80,853 | $8.9B | 1.08% | |
| 14 | IAU*ISHARES GOLD TR | 142,878 | $8.4B | 1.02% | |
| 15 | SPYSPDR S&P 500 ETF TR | 14,567 | $8.1B | 0.99% | |
| 16 | VNQVANGUARD INDEX FDS | 86,319 | $7.8B | 0.95% | |
| 17 | NVDANVIDIA CORPORATION | 65,598 | $7.1B | 0.86% | |
| 18 | IYWISHARES TR | 50,468 | $7.1B | 0.86% | |
| 19 | EFGISHARES TR | 68,407 | $6.8B | 0.83% | |
| 20 | METAMETA PLATFORMS INC | 11,635 | $6.7B | 0.81% | |
| 21 | IEMGISHARES INC | 122,645 | $6.6B | 0.80% | |
| 22 | MINTPIMCO ETF TR | 64,842 | $6.5B | 0.79% | |
| 23 | LLYELI LILLY & CO | 7,558 | $6.2B | 0.76% | |
| 24 | GOOGLALPHABET INC | 37,778 | $5.8B | 0.71% | |
| 25 | EMXCISHARES INC | 93,436 | $5.1B | 0.62% | |
| 26 | ABBVABBVIE INC | 23,935 | $5.0B | 0.61% | |
| 27 | TLHISHARES TR | 48,316 | $5.0B | 0.61% | |
| 28 | AOAISHARES TR | 64,017 | $4.9B | 0.59% | |
| 29 | MBBISHARES TR | 51,658 | $4.8B | 0.59% | |
| 30 | VTEBVANGUARD MUN BD FDS | 93,927 | $4.7B | 0.56% | |
| 31 | PGPROCTER AND GAMBLE CO | 25,154 | $4.3B | 0.52% | |
| 32 | AQLTISHARES TR | 56,094 | $4.2B | 0.51% | |
| 33 | AVGOBROADCOM INC | 25,152 | $4.2B | 0.51% | |
| 34 | VVISA INC | 11,941 | $4.2B | 0.51% | |
| 35 | JPMJPMORGAN CHASE & CO. | 16,841 | $4.1B | 0.50% | |
| 36 | BRK/BBERKSHIRE HATHAWAY INC DEL | 7,716 | $4.1B | 0.50% | |
| 37 | BINCBLACKROCK ETF TRUST II | 76,447 | $4.0B | 0.48% | |
| 38 | VBVANGUARD INDEX FDS | 17,775 | $3.9B | 0.48% | |
| 39 | XOMEXXON MOBIL CORP | 32,480 | $3.9B | 0.47% | |
| 40 | JNJJOHNSON & JOHNSON | 23,009 | $3.8B | 0.46% | |
| 41 | TIPISHARES TR | 33,537 | $3.7B | 0.45% | |
| 42 | CVXCHEVRON CORP NEW | 22,174 | $3.7B | 0.45% | |
| 43 | JAAAJANUS DETROIT STR TR | 71,120 | $3.6B | 0.44% | |
| 44 | MTUMISHARES TR | 17,719 | $3.6B | 0.43% | |
| 45 | IEFISHARES TR | 37,278 | $3.6B | 0.43% | |
| 46 | AMGNAMGEN INC | 11,248 | $3.5B | 0.42% | |
| 47 | PMARINNOVATOR ETFS TRUST | 83,894 | $3.4B | 0.41% | |
| 48 | IJHISHARES TR | 57,188 | $3.3B | 0.40% | |
| 49 | PEPPEPSICO INC | 22,224 | $3.3B | 0.40% | |
| 50 | ANETARISTA NETWORKS INC | 42,205 | $3.3B | 0.40% | |
| 51 | VOVANGUARD INDEX FDS | 12,635 | $3.3B | 0.40% | |
| 52 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 19,583 | $3.3B | 0.39% | |
| 53 | 4I1PHILIP MORRIS INTL INC | 20,398 | $3.2B | 0.39% | |
| 54 | COSTCOSTCO WHSL CORP NEW | 3,417 | $3.2B | 0.39% | |
| 55 | NFLXNETFLIX INC | 3,368 | $3.1B | 0.38% | |
| 56 | BACVERIZON COMMUNICATIONS INC | 66,883 | $3.0B | 0.37% | |
| 57 | PJANINNOVATOR ETFS TRUST | 71,723 | $3.0B | 0.36% | |
| 58 | HEFAISHARES TR | 81,017 | $2.9B | 0.36% | |
| 59 | GOOGALPHABET INC | 18,773 | $2.9B | 0.35% | |
| 60 | POCTINNOVATOR ETFS TRUST | 72,904 | $2.8B | 0.34% | |
| 61 | UNHUNITEDHEALTH GROUP INC | 5,166 | $2.7B | 0.33% | |
| 62 | IJRISHARES TR | 24,925 | $2.6B | 0.32% | |
| 63 | VOTVANGUARD INDEX FDS | 10,600 | $2.6B | 0.31% | |
| 64 | ORCLORACLE CORP | 18,219 | $2.5B | 0.31% | |
| 65 | BMYBRISTOL-MYERS SQUIBB CO | 41,698 | $2.5B | 0.31% | |
| 66 | MAMASTERCARD INCORPORATED | 4,564 | $2.5B | 0.30% | |
| 67 | TSLATESLA INC | 9,592 | $2.5B | 0.30% | |
| 68 | NEENEXTERA ENERGY INC | 34,953 | $2.5B | 0.30% | |
| 69 | WMTWALMART INC | 27,933 | $2.5B | 0.30% | |
| 70 | CRMSALESFORCE INC | 8,849 | $2.4B | 0.29% | |
| 71 | MCDMCDONALDS CORP | 7,423 | $2.3B | 0.28% | |
| 72 | ZTSZOETIS INC | 13,565 | $2.2B | 0.27% | |
| 73 | VOEVANGUARD INDEX FDS | 13,684 | $2.2B | 0.27% | |
| 74 | HDHOME DEPOT INC | 5,966 | $2.2B | 0.26% | |
| 75 | MUBISHARES TR | 20,429 | $2.2B | 0.26% | |
| 76 | ILCVISHARES TR | 26,413 | $2.2B | 0.26% | |
| 77 | DUKDUKE ENERGY CORP NEW | 17,623 | $2.1B | 0.26% | |
| 78 | MRSHMARSH & MCLENNAN COS INC | 8,648 | $2.1B | 0.26% | |
| 79 | PLDPROLOGIS INC. | 18,752 | $2.1B | 0.25% | |
| 80 | PNOVINNOVATOR ETFS TRUST | 54,900 | $2.0B | 0.25% | |
| 81 | PMAYINNOVATOR ETFS TRUST | 57,017 | $2.0B | 0.25% | |
| 82 | TAT&T INC | 72,045 | $2.0B | 0.25% | |
| 83 | ETNEATON CORP PLC | 7,457 | $2.0B | 0.25% | |
| 84 | IVLUISHARES TR | 61,625 | $1.9B | 0.23% | |
| 85 | DISDISNEY WALT CO | 18,915 | $1.9B | 0.23% | |
| 86 | PJUNINNOVATOR ETFS TRUST | 50,111 | $1.9B | 0.22% | |
| 87 | ABTABBOTT LABS | 13,900 | $1.8B | 0.22% | |
| 88 | IEVISHARES TR | 31,606 | $1.8B | 0.22% | |
| 89 | OZBELPOINTE PREP LLC | 28,474 | $1.8B | 0.22% | |
| 90 | LCTUBLACKROCK ETF TRUST | 30,032 | $1.8B | 0.22% | |
| 91 | LINLINDE PLC | 3,852 | $1.8B | 0.22% | |
| 92 | SNYSANOFI | 32,313 | $1.8B | 0.22% | |
| 93 | PNCPNC FINL SVCS GROUP INC | 10,183 | $1.8B | 0.22% | |
| 94 | DDTOINNOVATOR ETFS TRUST | 49,945 | $1.8B | 0.22% | |
| 95 | PEYINVESCO EXCHANGE TRADED FD T | 82,802 | $1.8B | 0.22% | |
| 96 | TTENTOTALENERGIES SE | 27,282 | $1.8B | 0.21% | |
| 97 | NGGNATIONAL GRID PLC | 25,752 | $1.7B | 0.20% | |
| 98 | GILDGILEAD SCIENCES INC | 15,035 | $1.7B | 0.20% | |
| 99 | SPGIS&P GLOBAL INC | 3,269 | $1.7B | 0.20% | |
| 100 | XELXCEL ENERGY INC | 23,338 | $1.7B | 0.20% |
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