Portfolio (Quarterly)
Guide ↗
WEALTH ALLIANCE, LLC
· CIK 0001793904| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | DEO | DIAGEO PLC | Consumer Defensive | 4,027 | $347K | 0.03% | SOLD |
| 22 | CLS | CELESTICA INC | Technology | 1,123 | $332K | 0.03% | SOLD |
| 23 | ADBE | ADOBE INC | Technology | 917 | $321K | 0.03% | SOLD |
| 24 | RELX | RELX PLC | Communication Services | 7,265 | $294K | 0.03% | SOLD |
| 25 | CHKP | CHECK POINT SOFTWARE TECH LT | Technology | 1,468 | $272K | 0.03% | SOLD |
| 26 | — | LEIDOS HOLDINGS INC | — | 1,509 | $272K | 0.03% | SOLD |
| 27 | PODD | INSULET CORP | Healthcare | 936 | $266K | 0.03% | SOLD |
| 28 | RYAN | RYAN SPECIALTY HOLDINGS INC | Financial Services | 5,107 | $264K | 0.03% | SOLD |
| 29 | EFA | ISHARES TR | — | 2,709 | $260K | 0.03% | SOLD |
| 30 | COPY | RBB FUND TRUST | — | 20,000 | $258K | 0.03% | SOLD |
| 31 | ET | ENERGY TRANSFER L P | Energy | 15,143 | $250K | 0.02% | SOLD |
| 32 | XYL | XYLEM INC | Industrials | 1,805 | $246K | 0.02% | SOLD |
| 33 | MDB | MONGODB INC | Technology | 583 | $245K | 0.02% | SOLD |
| 34 | TCOM | TRIP COM GROUP LTD | Consumer Cyclical | 3,391 | $244K | 0.02% | SOLD |
| 35 | PYPL | PAYPAL HLDGS INC | Financial Services | 4,162 | $243K | 0.02% | SOLD |
| 36 | IYH | ISHARES TR | — | 3,725 | $243K | 0.02% | SOLD |
| 37 | EEM | ISHARES TR | — | 4,246 | $232K | 0.02% | SOLD |
| 38 | GEHC | GE HEALTHCARE TECHNOLOGIES I | Healthcare | 2,801 | $230K | 0.02% | SOLD |
| 39 | XLG | INVESCO EXCHANGE TRADED FD T | — | 3,850 | $228K | 0.02% | SOLD |
| 40 | AGYS | AGILYSYS INC | Technology | 1,870 | $222K | 0.02% | 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%