Portfolio (Quarterly)
Guide ↗
Wealth Alliance Advisory Group, LLC
· CIK 0001735734| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | JMST | J P MORGAN EXCHANGE TRADED F | — | 93,628 | $4.8M | 0.82% | SOLD |
| 2 | IHF | ISHARES TR | — | 31,890 | $1.5M | 0.26% | SOLD |
| 3 | SIXA | EXCHANGE TRADED CONCEPTS TRU | — | 19,313 | $964K | 0.17% | SOLD |
| 4 | SIXS | EXCHANGE TRADED CONCEPTS TRU | — | 14,118 | $716K | 0.12% | SOLD |
| 5 | UBER | UBER TECHNOLOGIES INC | Technology | 8,689 | $710K | 0.12% | SOLD |
| 6 | SXQG | EXCHANGE TRADED CONCEPTS TRU | — | 21,406 | $705K | 0.12% | SOLD |
| 7 | JPIB | J P MORGAN EXCHANGE TRADED F | — | 8,264 | $402K | 0.07% | SOLD |
| 8 | JCPB | J P MORGAN EXCHANGE TRADED F | — | 7,709 | $365K | 0.06% | SOLD |
| 9 | IBIK | ISHARES TR | — | 14,036 | $360K | 0.06% | SOLD |
| 10 | FANG | DIAMONDBACK ENERGY INC | Energy | 1,689 | $254K | 0.04% | SOLD |
| 11 | — | ASTRAZENECA PLC | — | 2,400 | $221K | 0.04% | SOLD |
| 12 | MSTR | STRATEGY INC | Technology | 1,450 | $220K | 0.04% | SOLD |
| 13 | MS | MORGAN STANLEY | Financial Services | 1,158 | $206K | 0.04% | SOLD |
Sector Allocation
Technology
23.5%
Financial Services
18.6%
Energy
15.8%
Healthcare
9.5%
Consumer Cyclical
8.2%
Consumer Defensive
7.5%
Industrials
7.0%
Communication Services
6.7%
Real Estate
1.2%
Utilities
1.1%