Portfolio (Quarterly)
Guide ↗
WEALTH ALLIANCE, LLC
· CIK 0001793904| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | IWM | ISHARES TR | — | 8,033 | $2.0M | 0.19% | SOLD |
| 2 | — | ASTRAZENECA PLC | — | 18,930 | $1.7M | 0.17% | SOLD |
| 3 | EMB | ISHARES TR | — | 15,629 | $1.5M | 0.15% | SOLD |
| 4 | IWD | ISHARES TR | — | 6,542 | $1.4M | 0.14% | SOLD |
| 5 | GSK | GSK PLC | Healthcare | 22,278 | $1.1M | 0.11% | SOLD |
| 6 | ACWX | ISHARES TR | — | 13,171 | $884K | 0.09% | SOLD |
| 7 | VV | VANGUARD INDEX FDS | — | 2,539 | $799K | 0.08% | SOLD |
| 8 | SLV | ISHARES SILVER TR | Financial Services | 10,946 | $705K | 0.07% | SOLD |
| 9 | EA | ELECTRONIC ARTS INC | Communication Services | 3,284 | $671K | 0.07% | SOLD |
| 10 | HDV | ISHARES TR | — | 5,431 | $660K | 0.07% | SOLD |
| 11 | FIS | FIDELITY NATL INFORMATION SV | Technology | 8,965 | $596K | 0.06% | SOLD |
| 12 | — | AMCOR PLC | — | 70,557 | $588K | 0.06% | SOLD |
| 13 | GPC | GENUINE PARTS CO | Consumer Cyclical | 4,083 | $502K | 0.05% | SOLD |
| 14 | IWN | ISHARES TR | — | 2,686 | $487K | 0.05% | SOLD |
| 15 | ARGX | ARGENX SE | Healthcare | 567 | $477K | 0.05% | SOLD |
| 16 | EQR | EQUITY RESIDENTIAL | Real Estate | 7,126 | $449K | 0.04% | SOLD |
| 17 | QCOM | QUALCOMM INC | Technology | 2,560 | $438K | 0.04% | SOLD |
| 18 | MAR | MARRIOTT INTL INC NEW | Consumer Cyclical | 1,305 | $405K | 0.04% | SOLD |
| 19 | MRVL | MARVELL TECHNOLOGY INC | Technology | 4,659 | $396K | 0.04% | SOLD |
| 20 | IYR | ISHARES TR | — | 4,202 | $395K | 0.04% | SOLD |
Sector Allocation
Technology
36.4%
Financial Services
15.4%
Healthcare
9.9%
Industrials
7.0%
Consumer Cyclical
6.8%
Communication Services
6.8%
Consumer Defensive
5.4%
Energy
4.4%
Utilities
3.8%
Real Estate
2.6%