WEALTH ALLIANCE, LLC
Top Portfolio Positions
373 positions ·
$482,561,987 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
338,664 | $85,949,536 | 17.81% | |
| MSFT |
Microsoft Corp
Technology
|
39,122 | $14,481,790 | 3.00% | |
| NVDA |
Nvidia Corp
Technology
|
73,480 | $12,814,912 | 2.66% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
59,161 | $12,321,461 | 2.55% | |
| SPY |
Spdr S&P 500 ETF Trust
|
14,819 | $9,637,388 | 2.00% | |
| IAU |
Ishares Gold Trust
|
101,021 | $8,906,011 | 1.85% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
30,724 | $8,834,993 | 1.83% | |
| AVGO |
Broadcom Inc.
Technology
|
25,692 | $7,951,930 | 1.65% | |
| META |
Meta Platforms, Inc.
Communication Services
|
13,706 | $7,841,613 | 1.62% | |
| LLY |
ELI LILLY & Co
Healthcare
|
7,717 | $7,097,865 | 1.47% |
Portfolio Trend
Holdings in BLW
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $678,701 | 53,908 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $712,528 | 51,858 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $776,748 | 55,482 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $789,840 | 55,701 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $772,213 | 54,612 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $814,566 | 57,648 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $863,992 | 59,668 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $711,429 | 50,962 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $749,903 | 53,450 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $756,485 | 54,112 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $706,081 | 54,820 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $659,456 | 51,200 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $611,856 | 46,671 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $629,255 | 48,145 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $331,431 | 27,391 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $344,004 | 27,194 | Shares | Sole | 2022-10-11 | |
| 2022-03-31 | $362,916 | 25,308 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $408,140 | 24,222 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $426,019 | 24,928 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $471,879 | 27,725 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $503,052 | 30,033 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $484,748 | 30,449 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $449,743 | 30,574 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $442,695 | 31,780 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $390,614 | 30,952 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||