WEALTH ALLIANCE, LLC
Top Portfolio Positions
374 positions ·
$485,925,012 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
338,664 | $85,949,536 | 17.69% | |
| 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 MUA
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $962,708 | 90,736 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $681,230 | 63,607 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $703,773 | 63,403 | Shares | Sole | 2025-11-07 | |
| No 13F history on record for this holder in this stock. | ||||||