Wealth-Alliance-Advisory-Group

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-10
Total Holdings
196
Total Value
482329691
Accession Number
0001667731-25-000394
Form Type
13F-HR
Manager Name
Wealth-Alliance-Advisory-Group
Data Enrichment
84% identified
164 identified32 unidentified

Holdings

196 positions
Manager:
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33734Y109
Shares:59.8K
Value:$5.4M
46641Q654
Shares:99.9K
Value:$5.1M
AMAZON COM INC
Shares:24.7K
Value:$4.7M
Walmart Inc.
Shares:48.7K
Value:$4.3M
WILLIAMS COMPANIES, INC.
Shares:70.0K
Value:$4.2M
35473P868
Shares:168.7K
Value:$4.1M
ELI LILLY & Co
Shares:4.7K
Value:$3.8M
Alphabet Inc.
Shares:23.3K
Value:$3.6M
CHEVRON CORP
Shares:21.7K
Value:$3.6M
35473P850
Shares:145.0K
Value:$3.4M
JPMORGAN CHASE & CO
Shares:13.2K
Value:$3.2M
BANK OF AMERICA CORP /DE/
Shares:75.0K
Value:$3.1M
SEI INVESTMENTS CO
Shares:37.5K
Value:$2.9M
Meta Platforms, Inc.
Shares:5.0K
Value:$2.9M
Broadcom Inc.
Shares:17.0K
Value:$2.8M
RTX Corp
Shares:21.0K
Value:$2.8M
MCDONALDS CORP
Shares:8.8K
Value:$2.7M
ORACLE CORP
Shares:19.2K
Value:$2.7M
VISA INC.
Shares:7.4K
Value:$2.6M
UNITEDHEALTH GROUP INC
Shares:4.7K
Value:$2.5M