The Analysis of Wealth Alliance Advisory Group, LLC's Holdings
Currently, Wealth Alliance Advisory Group, LLC holds 191 types of securities in its portfolio with a total value $554.4M. In the most recent quarter, they have increased their positions in PLTR (+8.1K shares, valued at $1.5M), AMD (+8.8K shares, valued at $1.4M), IBM (+4.2K shares, valued at $1.2M); decreased their positions in CRM (-5.1K shares, valued at $1.2M), XOM (-10.3K shares, valued at $1.2M), JNJ (-6.0K shares, valued at $1.1M); initiated new positions in AMD (+8.8K shares, valued at $1.4M), UBER (+7.4K shares, valued at $726.9K), PAAS (+6.6K shares, valued at $254.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR78.7K shares-0.54%2025-09-302025-10-14
VTV VANGUARD INDEX FDS198.3K shares0.94%2025-09-302025-10-14 FBND FIDELITY MERRIMACK STR TR697.9K shares1.44%2025-09-302025-10-14 FENI FIDELITY COVINGTON TRUST824.3K shares0.78%2025-09-302025-10-14 VUG VANGUARD INDEX FDS59.7K shares-0.75%2025-09-302025-10-14 PYLD PIMCO ETF TR1.0M shares1.30%2025-09-302025-10-14 CWI SPDR INDEX SHS FDS479.6K shares0.87%2025-09-302025-10-14 MDY SPDR S&P MIDCAP 400 ETF TR24.9K shares0.47%2025-09-302025-10-14 NVDA NVIDIA CORPORATION67.4K shares-8.04%2025-09-302025-10-14 VTI VANGUARD INDEX FDS37.8K shares0.04%2025-09-302025-10-14 AAPL APPLE INC48.4K shares-3.21%2025-09-302025-10-14 BBAG J P MORGAN EXCHANGE TRADED F262.0K shares1.63%2025-09-302025-10-14 MUNI PIMCO ETF TR191.2K shares-2.34%2025-09-302025-10-14 JMUB J P MORGAN EXCHANGE TRADED F197.0K shares-2.52%2025-09-302025-10-14 MSFT MICROSOFT CORP19.1K shares-2.23%2025-09-302025-10-14 SPAB SPDR SERIES TRUST310.5K shares1.48%2025-09-302025-10-14 SPTM SPDR SERIES TRUST97.8K shares1.37%2025-09-302025-10-14 SPEM SPDR INDEX SHS FDS144.7K shares-0.53%2025-09-302025-10-14 FYX FIRST TR EXCHANGE-TRADED ALP61.9K shares-0.56%2025-09-302025-10-14 GOOG ALPHABET INC25.1K shares7.79%2025-09-302025-10-14 BRK.B BERKSHIRE HATHAWAY INC DEL12.0K shares16.98%2025-09-302025-10-14 AMZN AMAZON COM INC27.1K shares-0.51%2025-09-302025-10-14 AVGO BROADCOM INC17.8K shares-10.88%2025-09-302025-10-14 XOM EXXON MOBIL CORP51.0K shares-16.85%2025-09-302025-10-14 WMT WALMART INC51.2K shares2.90%2025-09-302025-10-14 ORCL ORACLE CORP18.1K shares-13.35%2025-09-302025-10-14 JMST J P MORGAN EXCHANGE TRADED F96.3K shares-2.91%2025-09-302025-10-14 WMB WILLIAMS COS INC69.0K shares0.01%2025-09-302025-10-14 JPM JPMORGAN CHASE & CO.13.6K shares1.69%2025-09-302025-10-14 FLMI FRANKLIN TEMPLETON ETF TR168.8K shares-2.19%2025-09-302025-10-14 META META PLATFORMS INC5.5K shares-1.11%2025-09-302025-10-14 LLY ELI LILLY & CO5.1K shares5.78%2025-09-302025-10-14 MCD MCDONALDS CORP12.5K shares8.96%2025-09-302025-10-14 RTX RTX CORPORATION21.9K shares2.59%2025-09-302025-10-14 BAC BANK AMERICA CORP68.1K shares-4.67%2025-09-302025-10-14 FLMB FRANKLIN TEMPLETON ETF TR145.0K shares0.00%2025-09-302025-10-14 SEIC SEI INVTS CO37.5K shares0.00%2025-09-302025-10-14 CVX CHEVRON CORP NEW20.1K shares-14.22%2025-09-302025-10-14 ABBV ABBVIE INC13.4K shares1.88%2025-09-302025-10-14 CSCO CISCO SYS INC45.1K shares-1.17%2025-09-302025-10-14 HD HOME DEPOT INC7.4K shares4.50%2025-09-302025-10-14 GE GE AEROSPACE9.8K shares-6.55%2025-09-302025-10-14 ARL AMERICAN RLTY INVS INC173.8K shares4.20%2025-09-302025-10-14 UBS UBS GROUP AG62.7K shares-1.14%2025-09-302025-10-14 SPY SPDR S&P 500 ETF TR3.7K shares1.40%2025-09-302025-10-14 SGOL ETFS GOLD TR62.0K shares0.00%2025-09-302025-10-14 COST COSTCO WHSL CORP NEW2.4K shares15.56%2025-09-302025-10-14 PLTR PALANTIR TECHNOLOGIES INC12.0K shares207.21%2025-09-302025-10-14 COP CONOCOPHILLIPS22.9K shares-11.56%2025-09-302025-10-14 CAT CATERPILLAR INC4.4K shares-27.15%2025-09-302025-10-14 EQBK EQUITY BANCSHARES INC49.5K shares-12.54%2025-09-302025-10-14 V VISA INC5.7K shares-16.57%2025-09-302025-10-14 GS GOLDMAN SACHS GROUP INC2.3K shares-12.27%2025-09-302025-10-14 BKE BUCKLE INC30.9K shares0.00%2025-09-302025-10-14 UNH UNITEDHEALTH GROUP INC5.2K shares5.35%2025-09-302025-10-14 PAA PLAINS ALL AMERN PIPELINE L105.2K shares1.50%2025-09-302025-10-14 AGG ISHARES TR16.6K shares12.27%2025-09-302025-10-14 JNJ JOHNSON & JOHNSON9.0K shares-39.92%2025-09-302025-10-14 PEP PEPSICO INC11.8K shares-6.68%2025-09-302025-10-14 AMGN AMGEN INC5.8K shares-6.04%2025-09-302025-10-14 VZ VERIZON COMMUNICATIONS INC36.6K shares-8.08%2025-09-302025-10-14 NEE NEXTERA ENERGY INC20.7K shares12.67%2025-09-302025-10-14 IBM INTERNATIONAL BUSINESS MACHS5.5K shares323.26%2025-09-302025-10-14 MA MASTERCARD INCORPORATED2.7K shares-0.11%2025-09-302025-10-14 BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-09-302025-10-14 LIN LINDE PLC3.0K shares14.91%2025-09-302025-10-14 SYK STRYKER CORPORATION3.9K shares0.00%2025-09-302025-10-14 AMD ADVANCED MICRO DEVICES INC8.8K sharesnew addition2025-09-302025-10-14 PG PROCTER AND GAMBLE CO9.3K shares-2.75%2025-09-302025-10-14 OKE ONEOK INC NEW18.8K shares0.35%2025-09-302025-10-14 XLRE SELECT SECTOR SPDR TR32.3K shares21.91%2025-09-302025-10-14 MO ALTRIA GROUP INC20.6K shares-11.34%2025-09-302025-10-14 VTEB VANGUARD MUN BD FDS23.3K shares-26.74%2025-09-302025-10-14 GBTC GRAYSCALE BITCOIN TRUST ETF12.7K shares0.00%2025-09-302025-10-14 PSX PHILLIPS 668.2K shares-8.27%2025-09-302025-10-14 NFLX NETFLIX INC887 shares0.23%2025-09-302025-10-14 T AT&T INC36.8K shares0.06%2025-09-302025-10-14 GOOGL ALPHABET INC4.0K shares1.02%2025-09-302025-10-14 ENB ENBRIDGE INC18.1K shares1.12%2025-09-302025-10-14 BP BP PLC25.7K shares0.00%2025-09-302025-10-14 ET ENERGY TRANSFER L P50.7K shares-17.75%2025-09-302025-10-14 NZF NUVEEN MUNICIPAL CREDIT INC67.3K shares1.51%2025-09-302025-10-14 KO COCA COLA CO12.5K shares-12.44%2025-09-302025-10-14 QQQ INVESCO QQQ TR1.4K shares2.38%2025-09-302025-10-14 ONEQ FIDELITY COMWLTH TR9.2K shares-5.39%2025-09-302025-10-14 CRM SALESFORCE INC3.3K shares-60.58%2025-09-302025-10-14 TQQQ PROSHARES TR7.3K shares15.93%2025-09-302025-10-14 UBER UBER TECHNOLOGIES INC7.4K sharesnew addition2025-09-302025-10-14 BA BOEING CO3.4K shares-0.88%2025-09-302025-10-14 VKQ INVESCO MUNICIPAL TRUST74.7K shares2.75%2025-09-302025-10-14 GLD SPDR GOLD TR1.9K shares21.25%2025-09-302025-10-14 LMT LOCKHEED MARTIN CORP1.4K shares-16.07%2025-09-302025-10-14 MRK MERCK & CO INC8.1K shares-13.66%2025-09-302025-10-14 TSLA TESLA INC1.5K shares-3.63%2025-09-302025-10-14 BMY BRISTOL-MYERS SQUIBB CO14.8K shares-13.88%2025-09-302025-10-14 ETV EATON VANCE TAX-MANAGED BUY-46.6K shares0.00%2025-09-302025-10-14 SO SOUTHERN CO6.9K shares0.00%2025-09-302025-10-14 SIXH EXCHANGE TRADED CONCEPTS TRU16.8K shares0.00%2025-09-302025-10-14 F FORD MTR CO52.2K shares-10.63%2025-09-302025-10-14 CAH CARDINAL HEALTH INC3.9K shares0.00%2025-09-302025-10-14 FTNT FORTINET INC7.2K shares-29.70%2025-09-302025-10-14 EPD ENTERPRISE PRODS PARTNERS L18.9K shares5.77%2025-09-302025-10-14 TFC TRUIST FINL CORP12.6K shares0.00%2025-09-302025-10-14 STRL STERLING INFRASTRUCTURE INC1.7K shares0.00%2025-09-302025-10-14 VMO INVESCO MUN OPPORTUNITY TR58.3K shares3.55%2025-09-302025-10-14 TMO THERMO FISHER SCIENTIFIC INC1.1K shares0.00%2025-09-302025-10-14 DVN DEVON ENERGY CORP NEW15.4K shares-11.36%2025-09-302025-10-14 RSP INVESCO EXCHANGE TRADED FD T2.8K shares-20.03%2025-09-302025-10-14 EOG EOG RES INC4.7K shares-9.62%2025-09-302025-10-14 SHOP SHOPIFY INC3.6K shares12.56%2025-09-302025-10-14 SIXL EXCHANGE TRADED CONCEPTS TRU13.9K shares0.00%2025-09-302025-10-14 ITOT ISHARES TR3.4K shares-20.22%2025-09-302025-10-14 SPYD SPDR SERIES TRUST11.0K shares0.00%2025-09-302025-10-14 TXN TEXAS INSTRS INC2.6K shares-22.16%2025-09-302025-10-14 UPRO PROSHARES TR4.2K shares-19.77%2025-09-302025-10-14 BX BLACKSTONE INC2.8K shares0.00%2025-09-302025-10-14 MSTR STRATEGY INC1.4K shares0.00%2025-09-302025-10-14 ETHO AMPLIFY ETF TR7.2K shares0.00%2025-09-302025-10-14 HON HONEYWELL INTL INC2.1K shares0.48%2025-09-302025-10-14 TGT TARGET CORP4.9K shares-6.40%2025-09-302025-10-14 UPS UNITED PARCEL SERVICE INC5.1K shares-18.42%2025-09-302025-10-14 PFE PFIZER INC16.1K shares-0.62%2025-09-302025-10-14 INTC INTEL CORP12.2K shares-3.92%2025-09-302025-10-14 VST VISTRA CORP2.1K shares0.10%2025-09-302025-10-14 CSX CSX CORP11.5K shares0.00%2025-09-302025-10-14 NAD NUVEEN QUALITY MUNCP INCOME34.9K shares7.07%2025-09-302025-10-14 EVT EATON VANCE TAX ADVT DIV INC16.6K shares-2.35%2025-09-302025-10-14 ARCC ARES CAPITAL CORP19.9K shares0.00%2025-09-302025-10-14 CBSH COMMERCE BANCSHARES INC6.7K shares0.00%2025-09-302025-10-14 MUB ISHARES TR3.7K shares-52.50%2025-09-302025-10-14 VGT VANGUARD WORLD FD530 shares0.00%2025-09-302025-10-14 PHYS SPROTT ASSET MANAGEMENT LP13.3K shares0.00%2025-09-302025-10-14 MDLZ MONDELEZ INTL INC6.2K shares0.00%2025-09-302025-10-14 RF REGIONS FINANCIAL CORP NEW14.6K shares0.00%2025-09-302025-10-14 WFC WELLS FARGO CO NEW4.6K shares0.00%2025-09-302025-10-14 RRC RANGE RES CORP10.0K shares0.02%2025-09-302025-10-14 LRCX LAM RESEARCH CORP2.8K shares0.00%2025-09-302025-10-14 ARKK ARK ETF TR4.1K shares0.00%2025-09-302025-10-14 SLV ISHARES SILVER TR8.3K shares12.13%2025-09-302025-10-14 PM PHILIP MORRIS INTL INC2.2K shares-22.86%2025-09-302025-10-14 AEM AGNICO EAGLE MINES LTD2.1K shares0.00%2025-09-302025-10-14 QCOM QUALCOMM INC2.1K shares0.10%2025-09-302025-10-14 ED CONSOLIDATED EDISON INC3.4K shares0.00%2025-09-302025-10-14 GD GENERAL DYNAMICS CORP1.0K shares-0.99%2025-09-302025-10-14 WPM WHEATON PRECIOUS METALS CORP3.0K shares0.00%2025-09-302025-10-14 GIS GENERAL MLS INC6.6K shares-8.32%2025-09-302025-10-14 MU MICRON TECHNOLOGY INC1.9K shares1.08%2025-09-302025-10-14 USB US BANCORP DEL6.4K shares0.00%2025-09-302025-10-14 VLO VALERO ENERGY CORP1.8K shares-23.24%2025-09-302025-10-14 NVS NOVARTIS AG2.3K shares-13.33%2025-09-302025-10-14 PML PIMCO MUN INCOME FD II37.4K shares0.00%2025-09-302025-10-14 KMB KIMBERLY-CLARK CORP2.4K shares-15.54%2025-09-302025-10-14 XLF SELECT SECTOR SPDR TR5.4K shares0.00%2025-09-302025-10-14 GEV GE VERNOVA INC470 shares-6.00%2025-09-302025-10-14 GRMN GARMIN LTD1.2K shares0.00%2025-09-302025-10-14 DE DEERE & CO607 shares0.00%2025-09-302025-10-14 JIRE J P MORGAN EXCHANGE TRADED F3.7K shares-46.54%2025-09-302025-10-14 SGDM SPROTT ETF TRUST4.4K shares0.00%2025-09-302025-10-14 PAGP PLAINS GP HLDGS L P14.8K shares15.56%2025-09-302025-10-14 KR KROGER CO4.0K shares-6.25%2025-09-302025-10-14 APO APOLLO GLOBAL MGMT INC2.0K shares0.00%2025-09-302025-10-14 GILD GILEAD SCIENCES INC2.4K shares0.00%2025-09-302025-10-14 HCA HCA HEALTHCARE INC608 shares0.00%2025-09-302025-10-14 PTY PIMCO CORPORATE & INCOME OPP17.8K shares0.00%2025-09-302025-10-14 CNOB CONNECTONE BANCORP INC10.4K shares0.00%2025-09-302025-10-14 FANG DIAMONDBACK ENERGY INC1.8K shares-14.37%2025-09-302025-10-14 PAAS PAN AMERN SILVER CORP6.6K sharesnew addition2025-09-302025-10-14 FAST FASTENAL CO5.0K shares-22.61%2025-09-302025-10-14 PEG PUBLIC SVC ENTERPRISE GRP IN2.9K shares0.00%2025-09-302025-10-14 CCJ CAMECO CORP2.8K sharesnew addition2025-09-302025-10-14 EVRG EVERGY INC3.1K shares0.32%2025-09-302025-10-14 SLB SCHLUMBERGER LTD6.8K shares-9.82%2025-09-302025-10-14 CQP CHENIERE ENERGY PARTNERS LP4.3K shares0.00%2025-09-302025-10-14 SCHD SCHWAB STRATEGIC TR8.4K shares0.00%2025-09-302025-10-14 OTTR OTTER TAIL CORP2.8K shares0.00%2025-09-302025-10-14 KMI KINDER MORGAN INC DEL8.0K shares-13.09%2025-09-302025-10-14 PANW PALO ALTO NETWORKS INC1.0K shares-6.28%2025-09-302025-10-14 HSY HERSHEY CO1.1K shares-15.81%2025-09-302025-10-14 UNP UNION PAC CORP866 sharesnew addition2025-09-302025-10-14 INCY INCYTE CORP2.4K sharesnew addition2025-09-302025-10-14 XLK SELECT SECTOR SPDR TR720 sharesnew addition2025-09-302025-10-14 PAYX PAYCHEX INC1.6K shares-21.46%2025-09-302025-10-14 OKLO OKLO INC1.8K sharesnew addition2025-09-302025-10-14 VEA VANGUARD TAX-MANAGED FDS3.4K shares-44.87%2025-09-302025-10-14 RGLD ROYAL GOLD INC1.0K sharesnew addition2025-09-302025-10-14 VGM INVESCO TR INVT GRADE MUNS15.7K shares0.00%2025-09-302025-10-14 EIM EATON VANCE MUN BD FD12.6K shares0.00%2025-09-302025-10-14 JFR NUVEEN FLOATING RATE INCOME11.7K shares0.00%2025-09-302025-10-14 PFN PIMCO INCOME STRATEGY FD II12.0K shares0.00%2025-09-302025-10-14 CFFN CAPITOL FED FINL INC12.4K shares0.00%2025-09-302025-10-14 NAK NORTHERN DYNASTY MINERALS LT15.0K shares0.00%2025-09-302025-10-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available