WEALTH ALLIANCE, LLC

Q1 2025 13F Holdings

  • Location
    mellville, NY
  • Num holdings

    516

  • Value ($000)

    $826,365

  • Date Filed
    05/05/2025
  • Form type
    13F-HR
  • CIK
    0001793904
  • 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
AAPL
AAPL

APPLE INC

COM
037833100
$77.93M
9 %

350,823

IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$49.83M
6 %

88,678

IUSB
IUSB

ISHARES TR

CORE TOTAL USD
46434V613
$23.44M
3 %

508,587

QUAL
QUAL

ISHARES TR

MSCI USA QLT FCT
46432F339
$19.03M
2 %

111,370

DYNF
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
09290C103
$18.46M
2 %

378,545

IVW
IVW

ISHARES TR

S&P 500 GRWT ETF
464287309
$17.94M
2 %

193,221

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$15.93M
2 %

42,436

IVE
IVE

ISHARES TR

S&P 500 VAL ETF
464287408
$15.83M
2 %

83,082

EFV
EFV

ISHARES TR

EAFE VALUE ETF
464288877
$14.97M
2 %

253,957

AMLP
AMLP

ALPS ETF TR

ALERIAN MLP
00162Q452
$14.06M
2 %

270,699

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