HoldingsChannel.com
Wealth Alliance Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
SPDR S&P 500 ETF (SPY) 44,331 +16,164 $11,426
     SPY44,331+16,164$11,426
APPLE INC COM 41,567 +1,632 $10,570
     AAPL41,567+1,632$10,570
ISHARES TIPS BOND ETF (TIP) 49,398 -50,462 $5,825
     TIP49,398-50,462$5,825
ISHARES 7 10 YEAR TREASURY BOND ETF (IEF) 37,643 -2,330 $4,573
     IEF37,643-2,330$4,573
ISHARES MSCI EAFE ETF (EFA) 80,734 +80,734 $4,316
     EFA80,734+80,734$4,316
MICROSOFT CORP COM 27,317 -633 $4,308
     MSFT27,317-633$4,308
SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF (TOTL) 68,927 +5,996 $3,306
     TOTL68,927+5,996$3,306
ALERIAN MLP ETF (AMLP) 896,647 +557,541 $3,084
     AMLP896,647+557,541$3,084
AMAZON COM INC COM 1,507 +1,507 $2,938
     AMZN1,507+1,507$2,938
ISHARES COMEX GOLD TRUST (IAU) 192,721 +20,232 $2,904
     IAU192,721+20,232$2,904
ISHARES RUSSELL 1000 GROWTH ETF (IWF) 16,239 +16,239 $2,446
     IWF16,239+16,239$2,446
ISHARES SELECT DIVIDEND ETF (DVY) 32,884 +32,884 $2,418
     DVY32,884+32,884$2,418
ISHARES S&P MID CAP ETF (IJH) 16,745 +3,550 $2,409
     IJH16,745+3,550$2,409
INVESCO S&P 500 REVENUE ETF (RWL) 52,911 +4,687 $2,323
     RWL52,911+4,687$2,323
ISHARES S&P SMALL CAP ETF (IJR) 37,407 +8,192 $2,099
     IJR37,407+8,192$2,099
VANGUARD SMALL CAP INDEX FUND (VB) 17,995 +7,021 $2,077
     VB17,995+7,021$2,077
VERIZON COMMUNICATIONS INC COM 38,445 +2,759 $2,066
     VZ38,445+2,759$2,066
ISHARES S&P 500 VALUE ETF (IVE) 19,185 -6,322 $1,847
     IVE19,185-6,322$1,847
JOHNSON & JOHNSON COM 13,928 +384 $1,826
     JNJ13,928+384$1,826
AT&T INC COM 57,836 -1,630 $1,686
     T57,836-1,630$1,686
ISHARES EDGE MSCI MIN VOL EMERGING MARKETS ETF (EEMV) 35,901 +13,828 $1,684
     EEMV35,901+13,828$1,684
VANGUARD REAL ESTATE ETF (VNQ) 24,074 -37,214 $1,682
     VNQ24,074-37,214$1,682
UNITEDHEALTH GROUP INC COM 6,341 +6,341 $1,581
     UNH6,341+6,341$1,581
CISCO SYS INC COM 40,030 +2,218 $1,574
     CSCO40,030+2,218$1,574
FACEBOOK INC CL A 9,380 +9,380 $1,565
     FB9,380+9,380$1,565
PEPSICO INC COM 12,502 +150 $1,501
     PEP12,502+150$1,501
ISHARES RUSSELL 1000 VALUE ETF (IWD) 14,851 +14,851 $1,473
     IWD14,851+14,851$1,473
BERKSHIRE HATHAWAY INC DEL CL B NEW      $1,398
     BRK.B6,158+6,158$1,126
     BRK.A1+1$272
ALIBABA GROUP HLDG LTD SPONSORED ADS 6,851 +6,851 $1,332
     BABA6,851+6,851$1,332
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF (IXUS) 26,947 +15,408 $1,267
     IXUS26,947+15,408$1,267
PFIZER INC COM 38,330 -4,042 $1,251
     PFE38,330-4,042$1,251
PHILIP MORRIS INTL INC COM 16,748 -1,481 $1,222
     PM16,748-1,481$1,222
ISHARES U.S. TREASURY BOND ETF (GOVT) 43,413 -45,560 $1,216
     GOVT43,413-45,560$1,216
ISHARES MSCI EAFE VALUE ETF (EFV) 34,001 -9,553 $1,213
     EFV34,001-9,553$1,213
VANGUARD MID CAP INDEX FUND (VO) 8,950 +8,950 $1,178
     VO8,950+8,950$1,178
JPMORGAN CHASE & CO COM 13,035 -2,420 $1,174
     JPM13,035-2,420$1,174
ISHARES CORE S&P 500 ETF (IVV) 4,210 +4,210 $1,088
     IVV4,210+4,210$1,088
ALPHABET INC CAP STK CL C 920 +920 $1,070
     GOOG920+920$1,070
MERCK & CO. INC COM 13,762 +13,762 $1,059
     MRK13,762+13,762$1,059
VANGUARD MID CAP GROWTH INDEX FUND (VOT) 8,350 +8,350 $1,058
     VOT8,350+8,350$1,058
ABBVIE INC COM 13,186 +2,018 $1,005
     ABBV13,186+2,018$1,005
COMCAST CORP NEW CL A 29,116 +1,236 $1,001
     CMCSA29,116+1,236$1,001
VISA INC COM CL A 6,157 +6,157 $992
     V6,157+6,157$992
ALPHABET INC CAP STK CL A 845 +845 $982
     GOOGL845+845$982
MONDELEZ INTL INC CL A 19,618 -1,357 $982
     MDLZ19,618-1,357$982
ADOBE INC COM 3,027 +3,027 $963
     ADBE3,027+3,027$963
NEXTERA ENERGY INC COM 3,912 +3,912 $941
     NEE3,912+3,912$941
ISHARES RUSSELL 2000 ETF (IWM) 8,192 +8,192 $938
     IWM8,192+8,192$938
VANGUARD VALUE INDEX FUND (VTV) 10,394 +10,394 $926
     VTV10,394+10,394$926
ABBOTT LABS COM 11,687 +1,003 $922
     ABT11,687+1,003$922

See Full List: All Stocks Held By Wealth Alliance
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Wealth Alliance

Size ($ in 1000's)
At 03/31/2020: $185,456
At 12/31/2019: $140,689

Wealth Alliance holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Wealth Alliance 13F filings. Link to 13F filings: SEC filings

Wealth Alliance Top Holdings 13F Filings | www.HoldingsChannel.com

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