Wealth Alliance
CIK Number: 0001793904
836.27M
Market Value
483
# of Holdings
12 months
Avg. Holding Period
39.71%
Win Rate
29.57%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 211.21 | +0.51% | 361.91K | +0.47% | 90.63M | 113.18 | 10.84% |
| 2 | IVV | iShares Core S&P 500... | 556.93 | +0.63% | 96.58K | -0.86% | 56.85M | 399.61 | 6.80% |
| 3 | IVW | iShares S&P 500 Grow... | 94.67 | +0.68% | 231.94K | -2% | 23.55M | 80.96 | 2.82% |
| 4 | IUSB | iShares Core Total U... | 46.11 | +0.26% | 504.3K | -9.01% | 22.79M | 47.29 | 2.73% |
| 5 | DYNF | BlackRock U.S. Equit... | 48.51 | +0.54% | 357.03K | -0.93% | 18.3M | 44.78 | 2.19% |
Stop Guessing, Start Knowing.
Cut through market noise with actionable insights that actually help you make confident investment decisions. No more endless research or gut-based guessing.
- Unlimited access to all data and tools
- Unlimited access to all data and tools, giving you the edge over everyone else in the market.
- Realtime Options & Dark Pool Data
- Instant access to live options & dark pool data to spot opportunities and trade with precision before the market moves.
- Top Wallstreet Analyst Ratings
- Follow ratings from the best analysts on Wall Street to stay ahead.
- Up to 30 years financial history
- We deliver premium Wall Street data with top-tier accuracy and up to 30 years of history.