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 PUK
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $621,280 | 21,853 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $831,899 | 26,732 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $763,791 | 27,288 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $703,537 | 28,119 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $715,692 | 33,288 | Shares | Defined | 2025-05-05 | |
| 2024-09-30 | $445,182 | 24,012 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $408,865 | 22,318 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $256,175 | 13,294 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $397,522 | 17,707 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $380,618 | 17,364 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $540,543 | 19,087 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $503,958 | 18,433 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $530,858 | 19,318 | Shares | Defined | 2023-02-13 | |
| 2022-06-30 | $218,406 | 8,698 | Shares | Defined | 2022-10-11 | |
| 2022-03-31 | $480,467 | 16,243 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $601,697 | 17,476 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $787,282 | 20,094 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $671,978 | 18,184 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $853,220 | 20,606 | Shares | Defined | 2021-05-18 | |
| 2020-12-31 | $696,476 | 19,444 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $562,843 | 20,297 | Shares | Defined | 2020-12-01 | |
| 2020-06-30 | $432,185 | 14,667 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $400,589 | 16,667 | Shares | Defined | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||