WEALTH ALLIANCE, LLC

Position in WSO — Watsco Inc

CIK 1793904 MELLVILLE, NY

Position in WSO

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$937,225

+$123,427 QoQ

Shares Held

2,249

+0.5% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#357

of 782 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

WEALTH ALLIANCE, LLC holds $3,037,213 across 5 Industrial Distribution names. WSO ranks #2 (30.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GWW	W.W. Grainger, Inc.	726	$987,650
2	WSO	Watsco Inc This page	2,249	$937,225
3	FAST	Fastenal Co	11,526	$553,593
4	SITE	SiteOne Landscape Supply, Inc.	2,579	$295,063
5	POOL	Pool Corp	1,227	$263,682

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$937,225	2,249	+0.5%	Shares	Defined	2026-08-11
2026-03-31	$813,798	2,237	+5.5%	Shares	Defined	2026-05-14
2025-12-31	$714,334	2,120	+5.7%	Shares	Defined	2026-02-13
2025-09-30	$810,621	2,005	-0.3%	Shares	Defined	2025-11-07
2025-06-30	$888,097	2,011	+1.8%	Shares	Defined	2025-08-08
2025-03-31	$1,004,400	1,976	+0.6%	Shares	Defined	2025-05-05
2024-12-31	$930,719	1,964	-1.6%	Shares	Defined	2025-02-03
2024-09-30	$981,792	1,996	-0.2%	Shares	Defined	2024-11-04
2024-06-30	$926,016	1,999	-11.0%	Shares	Defined	2024-08-09
2024-03-31	$970,636	2,247	-4.9%	Shares	Defined	2024-05-10
2023-12-31	$1,012,903	2,364	-2.6%	Shares	Defined	2024-01-30
2023-09-30	$917,104	2,428	-1.9%	Shares	Defined	2023-11-09
2023-06-30	$943,756	2,474	-2.2%	Shares	Defined	2023-08-02
2023-03-31	$804,944	2,530	+18.8%	Shares	Defined	2023-05-11
2022-12-31	$530,972	2,129	-14.6%	Shares	Defined	2023-02-13
2022-09-30	$642,104	2,494	+32.2%	Shares	Defined	2022-11-14
2022-06-30	$450,653	1,887	+10.4%	Shares	Defined	2022-10-11
2022-03-31	$520,933	1,710	-6.9%	Shares	Defined	2022-05-10
2021-12-31	$574,447	1,836	-3.0%	Shares	Defined	2022-02-14
2021-09-30	$500,925	1,893	-0.3%	Shares	Defined	2021-11-12
2021-06-30	$544,329	1,899	-3.6%	Shares	Defined	2021-08-16
2021-03-31	$513,416	1,969	-4.4%	Shares	Defined	2021-05-18
2020-12-31	$466,466	2,059	+2.2%	Shares	Defined	2021-02-11
2020-09-30	$469,273	2,015	-2.1%	Shares	Defined	2020-12-01
2020-06-30	$365,706	2,058	+3.1%	Shares	Defined	2020-08-14
2020-03-31	$315,585	1,997	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.