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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Page 4 of 10
BERKSHIRE HATHAWAY INC
Shares:2
Value:$1.6M
464287226
Shares:15.0K
Value:$1.5M
STRYKER CORP
Shares:3.9K
Value:$1.4M
ALTRIA GROUP, INC.
Shares:23.8K
Value:$1.4M
Mastercard Inc
Shares:2.6K
Value:$1.4M
Salesforce, Inc.
Shares:5.3K
Value:$1.4M
GOLDMAN SACHS GROUP INC
Shares:2.5K
Value:$1.4M
NEXTERA ENERGY INC
Shares:17.6K
Value:$1.2M
LINDE PLC
Shares:2.6K
Value:$1.2M
BUCKLE INC
Shares:30.9K
Value:$1.2M
Phillips 66
Shares:9.0K
Value:$1.1M
AT&T INC.
Shares:37.7K
Value:$1.1M
81369Y860
Shares:24.3K
Value:$1.0M
BRISTOL MYERS SQUIBB CO
Shares:16.6K
Value:$1.0M
Fortinet, Inc.
Shares:10.3K
Value:$986.7K
THERMO FISHER SCIENTIFIC INC.
Shares:1.9K
Value:$952.9K
COCA COLA CO
Shares:13.1K
Value:$935.9K
Shares:25.7K
Value:$866.9K
Accenture plc
Shares:2.8K
Value:$862.2K
Energy Transfer LP
Shares:46.1K
Value:$857.1K