HoldingsChannel.com
Wealth Alliance Top Holdings
As of  09/30/2022, below is a summary of the Wealth Alliance top holdings by largest position size, as per the latest 13f filing made by Wealth Alliance. In the Wealth Alliance-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Wealth Alliance in that top holding, then the share count change between reporting periods, and finally the Wealth Alliance top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
APPLE INC 399,451 -659 $55,204
     AAPL399,451-659$55,204
ISHARES CORE S&P 500 ETF (IVV) 102,397 +10,884 $36,726
     IVV102,397+10,884$36,726
ISHARES TR ESG AWARE MSCI USA ETF (ESGU) 260,871 +32,240 $20,716
     ESGU260,871+32,240$20,716
MICROSOFT CORP 41,207 -762 $9,597
     MSFT41,207-762$9,597
ISHARES TR CORE TOTAL USD (IUSB) 178,877 +23,843 $7,960
     IUSB178,877+23,843$7,960
ISHARES TR SHORT TREAS BD (SHV) 65,399 +61,771 $7,194
     SHV65,399+61,771$7,194
PIMCO ETF TRUST ENHANCED SHORT MATURITY ACTIVE ETF USD (MINT) 71,196 -1,426 $7,038
     MINT71,196-1,426$7,038
AMAZON.COM INC 60,583 +441 $6,846
     AMZN60,583+441$6,846
ISHARES TR EAFE VALUE ETF (EFV) 175,661 -55,802 $6,768
     EFV175,661-55,802$6,768
ISHARES TR US TREAS BD ETF (GOVT) 276,720 +96,545 $6,298
     GOVT276,720+96,545$6,298
ALPS ETF TR ALERIAN MLP (AMLP) 169,094 +8,945 $6,182
     AMLP169,094+8,945$6,182
SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT (SPY) 17,284 -5,885 $6,174
     SPY17,284-5,885$6,174
ISHARES TR EAFE GRWTH ETF (EFG) 76,094 +16,433 $5,522
     EFG76,094+16,433$5,522
ISHARES MSCI EAFE ETF (EFA) 94,317 -1,557 $5,283
     EFA94,317-1,557$5,283
TESLA INC COM 15,047 +9,547 $3,991
     TSLA15,047+9,547$3,991
ISHARES CORE S&P SMALL CAP E (IJR) 45,314 +16,499 $3,951
     IJR45,314+16,499$3,951
ALPHABET INC CAP STK CL A 39,262 +37,352 $3,756
     GOOGL39,262+37,352$3,756
VANGUARD REAL ESTATE ETF (VNQ) 46,064 +4,238 $3,693
     VNQ46,064+4,238$3,693
UNITEDHEALTH GROUP INC 7,305 +21 $3,690
     UNH7,305+21$3,690
PROCTER AND GAMBLE CO COM 27,348 +463 $3,453
     PG27,348+463$3,453
ISHARES TRUST 1 3 YEAR TREASURY BOND ETF (SHY) 41,460 +31,077 $3,367
     SHY41,460+31,077$3,367
ISHARES INC MSCI EMERG MRKT (EEMV) 64,230 -3,915 $3,255
     EEMV64,230-3,915$3,255
ABBVIE INC COM USD0.01 23,782 -551 $3,191
     ABBV23,782-551$3,191
PEPSICO INC 18,897 +314 $3,085
     PEP18,897+314$3,085
VANGUARD SMALL CAP INDEX FUND (VB) 17,925 -152 $3,064
     VB17,925-152$3,064
ISHARES GOLD TR ISHARES NEW (IAU) 93,834 +113 $2,959
     IAU93,834+113$2,959
VERIZON COMMUNICATIONS INC 72,627 -16,769 $2,758
     VZ72,627-16,769$2,758
ISHARES CORE S&P MID CAP ETF (IJH) 11,965 -601 $2,624
     IJH11,965-601$2,624
ISHARES TR GL CLEAN ENE ETF (ICLN) 132,110 -14,224 $2,522
     ICLN132,110-14,224$2,522
BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B      $2,521
     BRK.B7,922+5$2,115
     BRK.A1UNCH$406
BELPOINTE PREP LLC UNIT RP LTD LB A 28,474 UNCH $2,405
     OZ28,474UNCH$2,405
DISNEY WALT CO COM 25,393 +3,207 $2,395
     DIS25,393+3,207$2,395
ISHARES TR MSCI INTL VLU FT (IVLU) 120,987 +79,019 $2,389
     IVLU120,987+79,019$2,389
NEXTERA ENERGY INC COM USD0.01 30,008 -529 $2,353
     NEE30,008-529$2,353
VANGUARD MID CAP INDEX FUND (VO) 12,185 -145 $2,291
     VO12,185-145$2,291
ISHARES CORE HIGH DIVIDEND ETF (HDV) 23,773 -14,964 $2,170
     HDV23,773-14,964$2,170
ISHARES TR RUS 1000 GRW ETF (IWF) 10,134 -8,829 $2,132
     IWF10,134-8,829$2,132
ISHARES TIPS BOND ETF (TIP) 20,290 -1,977 $2,128
     TIP20,290-1,977$2,128
META PLATFORMS INC CLASS A COMMON STOCK 15,494 +2,259 $2,102
     FB15,494+2,259$2,102
CHEVRON CORP NEW COM 14,381 +201 $2,066
     CVX14,381+201$2,066
JPMORGAN CHASE & CO 19,755 +2,152 $2,065
     JPM19,755+2,152$2,065
PHILIP MORRIS INTERNATIONAL INC COM NPV 24,559 +2,114 $2,038
     PM24,559+2,114$2,038
JOHNSON &JOHNSON COM USD1.00 12,365 -2,231 $2,020
     JNJ12,365-2,231$2,020
ISHARES TR MSCI USA MIN VOL (USMV) 30,047 +8,173 $1,986
     USMV30,047+8,173$1,986
AMGEN INC 8,773 +660 $1,977
     AMGN8,773+660$1,977
ISHARES RUSSELL 1000 VALUE ETF (IWD) 14,538 -9,268 $1,977
     IWD14,538-9,268$1,977
CISCO SYSTEMS INC 48,164 +2,097 $1,926
     CSCO48,164+2,097$1,926
VISA INC 10,821 -1,253 $1,922
     V10,821-1,253$1,922
MERCK &CO. INC COM 22,183 -3,543 $1,910
     MRK22,183-3,543$1,910
ELI LILLY AND CO 5,856 +22 $1,893
     LLY5,856+22$1,893

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 09/30/2022: $506,725
At 06/30/2022: $521,401

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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