Portfolio (Quarterly)
Guide ↗
WEALTH ALLIANCE, LLC
· CIK 0001793904| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | SYF | SYNCHRONY FINANCIAL | Financial Services | 2,647 | $221K | 0.02% | SOLD |
| 42 | DSGX | DESCARTES SYS GROUP INC | Technology | 2,469 | $216K | 0.02% | SOLD |
| 43 | OLLI | OLLIES BARGAIN OUTLET HLDGS | Consumer Defensive | 1,971 | $216K | 0.02% | SOLD |
| 44 | NSC | NORFOLK SOUTHN CORP | Industrials | 741 | $214K | 0.02% | SOLD |
| 45 | STE | STERIS PLC | Healthcare | 838 | $212K | 0.02% | SOLD |
| 46 | AMAT | APPLIED MATLS INC | Technology | 815 | $209K | 0.02% | SOLD |
| 47 | KDP | KEURIG DR PEPPER INC | Consumer Defensive | 7,434 | $208K | 0.02% | SOLD |
| 48 | PAA | PLAINS ALL AMERN PIPELINE L | Energy | 11,587 | $208K | 0.02% | SOLD |
| 49 | TECK | TECK RESOURCES LTD | Basic Materials | 4,339 | $208K | 0.02% | SOLD |
| 50 | SPG | SIMON PPTY GROUP INC NEW | Real Estate | 1,101 | $204K | 0.02% | SOLD |
| 51 | PML | PIMCO MUN INCOME FD II | Financial Services | 15,000 | $113K | 0.01% | SOLD |
| 52 | — | FUBOTV INC | — | 14,440 | $36K | 0.00% | SOLD |
| 53 | — | SIGNING DAY SPORTS INC | — | 10,000 | $9K | 0.00% | 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%