Portfolio (Quarterly)
Guide ↗
WEALTH ALLIANCE, LLC
· CIK 0001793904| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | — | ANGLOGOLD ASHANTI PLC | — | 2,211 | $215K | 0.02% | SOLD |
| 42 | WK | WORKIVA INC | Technology | 3,536 | $211K | 0.02% | SOLD |
| 43 | FRPT | FRESHPET INC | Consumer Defensive | 3,563 | $210K | 0.02% | SOLD |
| 44 | HLNE | HAMILTON LANE INC | Financial Services | 2,096 | $208K | 0.02% | SOLD |
| 45 | CCC | CCC INTELLIGENT SOLUTIONS HL | Technology | 25,529 | $153K | 0.01% | SOLD |
| 46 | LUMN | LUMEN TECHNOLOGIES INC | Communication Services | 10,755 | $75K | 0.01% | SOLD |
| 47 | GTN | GRAY MEDIA INC | Communication Services | 13,778 | $60K | 0.01% | SOLD |
Sector Allocation
Technology
42.7%
Financial Services
14.5%
Healthcare
8.9%
Industrials
7.1%
Consumer Cyclical
6.5%
Communication Services
5.2%
Consumer Defensive
4.8%
Utilities
3.5%
Energy
3.0%
Real Estate
2.2%