Wealth Alliance Advisory Group, LLC
CIK Number: 0001735734
Main Sectors:
Top Industries:
Filing Date: Apr 10, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&... | 661.15 | -0.47% | 76.49K | +0.10% | 42.98M | 331.9 | 8.91% | Share |
| 2 | VTV | Vanguard Value ... | 184.99 | -0.49% | 190.21K | +17.38% | 32.86M | 132.14 | 6.81% | Share |
| 3 | FBND | Fidelity Total ... | 46.29 | -0.17% | 688.87K | +19.13% | 31.45M | 44.22 | 6.52% | Share |
| 4 | PYLD | PIMCO ETF Trust... | 26.80 | -0.13% | 1.03M | +39.74% | 27.09M | 25.17 | 5.62% | Share |
| 5 | FENI | Fidelity Coving... | 34.70 | -0.52% | 797.72K | +100.00% | 23.74M | 29.76 | 4.92% | Share |
| 6 | VUG | Vanguard Growth... | 474.28 | -0.55% | 57.68K | +29.89% | 21.39M | 226.49 | 4.43% | Share |
| 7 | CWI | SPDR MSCI ACWI ... | 34.37 | -0.64% | 463.16K | +100.00% | 13.7M | 29.58 | 2.84% | Share |
| 8 | MDY | SPDR S&P MIDCAP... | 590.73 | -0.56% | 23.93K | -25.39% | 12.77M | 417.17 | 2.65% | Share |
| 9 | AAPL | Apple Inc. | 256.87 | +1.81% | 47.92K | -9.31% | 10.64M | 72.75 | 2.21% | Share |
| 10 | JMUB | JPMorgan Munici... | 50.42 | -0.08% | 202.95K | +10.31% | 10.15M | 48.92 | 2.10% | Share |
| 11 | MUNI | PIMCO Intermedi... | 52.26 | -0.08% | 196.61K | +11.32% | 10.14M | 50.6 | 2.10% | Share |
| 12 | VTI | Vanguard Total ... | 325.10 | -0.55% | 36.34K | +8.60% | 9.99M | 282.56 | 2.07% | Share |
| 13 | SPAB | SPDR Portfolio ... | 25.80 | -0.1% | 306.08K | +20.04% | 7.82M | 25.57 | 1.62% | Share |
| 14 | NVDA | NVIDIA Corporat... | 177.69 | +0.40% | 68.67K | -6.9% | 7.44M | 10.56 | 1.54% | Share |
| 15 | XOM | Exxon Mobil Cor... | 115.61 | +0.92% | 61.63K | -1.52% | 7.33M | 73.98 | 1.52% | Share |
| 16 | MSFT | Microsoft Corpo... | 506.91 | -0.64% | 17.98K | -9.51% | 6.75M | 161.36 | 1.40% | Share |
| 17 | SPTM | SPDR Portfolio ... | 79.67 | -0.49% | 92.14K | +100.00% | 6.27M | 68.01 | 1.30% | Share |
| 18 | BRK-B | Berkshire Hatha... | 495.15 | -0.39% | 10.57K | +12.18% | 5.63M | 308.41 | 1.17% | Share |
| 19 | SPEM | SPDR Portfolio ... | 46.40 | -0.49% | 142.55K | -33.63% | 5.61M | 31.99 | 1.16% | Share |
| 20 | FYX | First Trust Sma... | 107.92 | -1.14% | 59.84K | -51.89% | 5.39M | 75.49 | 1.12% | Share |
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