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 SUN
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $237,400 | 3,654 | Shares | Sole | 2026-04-09 | |
| 2025-03-31 | $212,151 | 3,654 | Shares | Sole | 2025-04-10 | |
| 2024-06-30 | $206,597 | 3,654 | Shares | Sole | 2024-07-30 | |
| No 13F history on record for this holder in this stock. | ||||||