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Portfolio (Quarterly) Guide ↗

Wealth Alliance Advisory Group, LLC

· CIK 0001735734
13F Portfolio $691M AUM 203 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 19 New 63 Added 50 Reduced 13 Exited
Page 3 of 11  ·  203 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ARL AMERICAN RLTY INVS INC Real Estate 174,266.0 $3.9M 0.56% $22.27 -34.7%
42 JNJ JOHNSON & JOHNSON Healthcare 14,937.0 $3.8M 0.55% -1K -7.2% $253.97 +3.3%
43 AMAT APPLIED MATLS INC Technology 5,063.0 $3.7M 0.53% +4K +458.8% $723.01 -26.0%
44 CVX CHEVRON CORPORATION Energy 21,358.0 $3.5M 0.51% +4K +19.7% $165.76 +22.3%
45 SEIC SEI INVTS CO Financial Services 37,504.0 $3.3M 0.48% $87.71 +20.2%
46 UBS UBS GROUP AG Financial Services 60,959.0 $3.0M 0.44% $49.56 +7.8%
47 ABBV ABBVIE INC Healthcare 11,481.0 $2.9M 0.42% -3K -21.6% $251.63 -0.5%
48 HD HOME DEPOT INC Consumer Cyclical 8,182.0 $2.9M 0.42% -1K -14.8% $352.70 -4.2%
49 TSLA TESLA INC Consumer Cyclical 6,480.0 $2.7M 0.39% +1K +21.1% $420.59 -19.3%
50 COP CONOCOPHILLIPS Energy 23,869.0 $2.5M 0.36% +304.0 +1.3% $103.96 +22.7%
51 PAA PLAINS ALL AMERN PIPELINE L Energy 111,307.0 $2.5M 0.36% +1K +1.3% $22.26 +6.7%
52 FUTY FIDELITY COVINGTON TRUST 41,891.0 $2.4M 0.35% -567.0 -1.3% $58.42 -2.4%
53 V VISA INC Financial Services 7,124.0 $2.4M 0.35% +676.0 +10.5% $343.07 +4.6%
54 BKE BUCKLE INC Consumer Cyclical 56,900.0 $2.4M 0.35% +2K +4.0% $42.20 +2.3%
55 AGG ISHARES TR 24,085.0 $2.4M 0.34% -397.0 -1.6% $98.98 -1.7%
56 SGOL ETFS GOLD TR Financial Services 62,017.0 $2.4M 0.34% $38.23 +10.1%
57 AMGN AMGEN INC Healthcare 5,753.0 $2.1M 0.30% $362.13 +15.8%
58 GS GOLDMAN SACHS GROUP INC Financial Services 2,013.0 $2.0M 0.29% +866.0 +75.5% $1011.30 +4.0%
59 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,147.0 $2.0M 0.29% -138.0 -6.0% $935.48 +1.9%
60 PLTR PALANTIR TECHNOLOGIES INC Technology 15,974.0 $1.9M 0.27% -3K -14.7% $116.67 +47.9%
Page 3 of 11  ·  203 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.3%
Financial Services 17.8%
Energy 13.4%
Healthcare 8.7%
Industrials 8.1%
Consumer Cyclical 7.2%
Communication Services 6.4%
Consumer Defensive 5.9%
Real Estate 1.7%
Utilities 1.1%