Wealth Alliance Advisory Group, LLC
Top Portfolio Positions
150 positions ·
$220,883,900 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
46,586 | $11,823,060 | 5.35% | |
| NVDA |
Nvidia Corp
Technology
|
60,484 | $10,548,409 | 4.78% | |
| XOM |
Exxon Mobil Corp
Energy
|
50,401 | $8,551,033 | 3.87% | |
| MSFT |
Microsoft Corp
Technology
|
21,431 | $7,933,113 | 3.59% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
52,863 | $6,569,813 | 2.97% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
29,458 | $6,135,217 | 2.78% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
11,755 | $5,632,996 | 2.55% | |
| LLY |
ELI LILLY & Co
Healthcare
|
5,943 | $5,466,193 | 2.47% | |
| WMB |
Williams Companies, Inc.
Energy
|
70,506 | $5,131,426 | 2.32% | |
| AVGO |
Broadcom Inc.
Technology
|
16,341 | $5,057,702 | 2.29% |
Portfolio Trend
25 quarters · across all stocks
Holdings in EIM
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $123,209 | 12,611 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $122,705 | 12,611 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $125,353 | 12,611 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $121,948 | 12,611 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $125,731 | 12,611 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $179,911 | 17,366 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $186,858 | 17,366 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $134,355 | 12,699 | Shares | Sole | 2024-07-30 | |
| 2023-09-30 | $204,951 | 22,874 | Shares | Sole | 2023-10-10 | |
| 2023-03-31 | $208,353 | 20,034 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $208,153 | 20,034 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $184,404 | 19,050 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $166,385 | 15,550 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $175,191 | 15,234 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $200,956 | 14,798 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $187,989 | 14,050 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $192,204 | 14,050 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $240,065 | 18,050 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $245,480 | 18,050 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $237,718 | 18,050 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $229,596 | 18,050 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $225,264 | 18,050 | Shares | Sole | 2020-04-15 | |
| No 13F history on record for this holder in this stock. | ||||||