WEALTH ALLIANCE, LLC
Top Portfolio Positions
374 positions ·
$485,718,290 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
338,664 | $85,949,536 | 17.70% | |
| MSFT |
Microsoft Corp
Technology
|
39,122 | $14,481,790 | 2.98% | |
| NVDA |
Nvidia Corp
Technology
|
73,480 | $12,814,912 | 2.64% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
59,161 | $12,321,461 | 2.54% | |
| SPY |
Spdr S&P 500 ETF Trust
|
14,819 | $9,637,388 | 1.98% | |
| IAU |
Ishares Gold Trust
|
101,021 | $8,906,011 | 1.83% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
30,724 | $8,834,993 | 1.82% | |
| AVGO |
Broadcom Inc.
Technology
|
25,692 | $7,951,930 | 1.64% | |
| META |
Meta Platforms, Inc.
Communication Services
|
13,706 | $7,841,613 | 1.61% | |
| LLY |
ELI LILLY & Co
Healthcare
|
7,717 | $7,097,865 | 1.46% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BRTX
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,884 | 40,000 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $47,000 | 40,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $58,000 | 40,000 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $66,624 | 40,000 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $71,200 | 40,000 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $57,200 | 40,000 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $69,600 | 40,000 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $81,200 | 40,000 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $55,200 | 40,000 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $69,596 | 40,000 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $71,600 | 40,000 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $195,433 | 44,316 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $150,674 | 44,316 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $121,869 | 44,316 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $143,140 | 44,316 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $130,736 | 44,316 | Shares | Sole | 2022-10-11 | |
| 2022-03-31 | $209,200 | 40,000 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $173,600 | 40,000 | Shares | Sole | 2022-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||