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 NZF
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,357,887 | 111,485 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,006,211 | 79,985 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $845,551 | 67,321 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $790,546 | 66,321 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $798,875 | 65,321 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $672,648 | 55,271 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $621,948 | 47,477 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $541,374 | 43,836 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $510,983 | 41,747 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $493,449 | 41,747 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $559,798 | 53,672 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $481,721 | 41,314 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $613,202 | 51,314 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $654,421 | 54,174 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $301,759 | 26,540 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $277,174 | 22,068 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $311,660 | 21,332 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $358,894 | 20,988 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $341,088 | 20,400 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $351,084 | 20,400 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $395,920 | 24,500 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $394,940 | 24,500 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $359,905 | 24,500 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $361,620 | 24,500 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $344,715 | 24,500 | Shares | Sole | 2020-04-15 | |
| No 13F history on record for this holder in this stock. | ||||||