Wealth Alliance Advisory Group, LLC

Q1 2025 13F Holdings

  • Location
    wichita, KS
  • Num holdings

    196

  • Value ($000)

    $482,330

  • Date Filed
    04/10/2025
  • Form type
    13F-HR
  • CIK
    0001735734
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVV
IVV

ISHARES TR

CORE S&P500 ETF
$42.98M
9 %

76,487

VTV
VTV

VANGUARD INDEX FDS

VALUE ETF
$32.86M
7 %

190,205

FBND
FBND

FIDELITY MERRIMACK STR TR

TOTAL BD ETF
$31.45M
7 %

688,869

PYLD
PYLD

PIMCO ETF TR

MULTISECTOR BD
$27.09M
6 %

1,028,183

FENI
FENI

FIDELITY COVINGTON TRUST

ENHANCED INTL
$23.74M
5 %

797,717

VUG
VUG

VANGUARD INDEX FDS

GROWTH ETF
$21.39M
4 %

57,682

CWI
CWI

SPDR INDEX SHS FDS

MSCI ACWI EXUS
$13.70M
3 %

463,164

MDY
MDY

SPDR S&P MIDCAP 400 ETF TR

UTSER1 S&PDCRP
$12.77M
3 %

23,934

BBAG
BBAG

J P MORGAN EXCHANGE TRADED F

BETABUILDERS US
$11.92M
3 %

258,425

AAPL
AAPL

APPLE INC

COM
$10.64M
2 %

47,919

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