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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 8 of 11  ·  203 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PAGP PLAINS GP HLDGS L P Energy 14,850.0 $360K 0.05% $24.27 +7.7%
142 PM PHILIP MORRIS INTL INC Consumer Defensive 1,958.0 $354K 0.05% $180.91 +3.2%
143 MDLZ MONDELEZ INTL INC Consumer Defensive 6,095.0 $353K 0.05% $57.84 +8.8%
144 CNOB CONNECTONE BANCORP INC Financial Services 10,385.0 $347K 0.05% $33.44 -2.2%
145 TGT TARGET CORP Consumer Defensive 2,606.0 $340K 0.05% -2K -47.9% $130.61 +17.1%
146 WPM WHEATON PRECIOUS METALS CORP Basic Materials 3,025.0 $340K 0.05% $112.32 +20.0%
147 SLB SLB LIMITED Energy 7,245.0 $337K 0.05% +600.0 +9.0% $46.49 +16.3%
148 BITW BITWISE 10 CRYPTO INDEX ETF Financial Services 8,891.0 $334K 0.05% $37.58 +9.7%
149 ARCC ARES CAPITAL CORP Financial Services 17,803.0 $330K 0.05% -297.0 -1.6% $18.53 +6.0%
150 ARKK ARK ETF TR 4,081.0 $330K 0.05% $80.82 -0.9%
151 NVS NOVARTIS AG Healthcare 2,100.0 $329K 0.05% $156.72 -1.4%
152 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,939.0 $323K 0.05% -334.0 -10.2% $109.77 -0.4%
153 AEM AGNICO EAGLE MINES LTD Basic Materials 2,055.0 $319K 0.05% $155.13 +21.3%
154 SPACE EXPLORATION TECHN CORP 1,852.0 $316K 0.05% NEW $170.86
155 NFLX NETFLIX INC. Communication Services 4,242.0 $303K 0.04% -5K -55.3% $71.41 +8.4%
156 VST VISTRA CORP Utilities 1,909.0 $303K 0.04% $158.59 -9.1%
157 TBIL RBB FD INC 6,007.0 $300K 0.04% NEW $49.86 +0.2%
158 GILD GILEAD SCIENCES INC Healthcare 2,345.0 $296K 0.04% +63.0 +2.8% $126.34 +11.4%
159 PAAS PAN AMERN SILVER CORP Basic Materials 6,557.0 $294K 0.04% -200.0 -3.0% $44.79 +6.1%
160 CCJ CAMECO CORP Energy 2,833.0 $289K 0.04% $101.86 -5.5%
Page 8 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%