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Portfolio (Quarterly) Guide ↗

Wealth Alliance Advisory Group, LLC

· CIK 0001735734
13F Portfolio $691M AUM 203 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 19 New 63 Added 50 Reduced 13 Exited
Page 2 of 11  ·  203 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LLY ELI LILLY & CO Healthcare 6,285.0 $7.5M 1.09% +342.0 +5.8% $1199.37 -1.2%
22 SPEM SPDR INDEX SHS FDS 145,057.0 $7.5M 1.09% $51.78 +1.3%
23 AMZN AMAZON COM INC Consumer Cyclical 30,362.0 $7.2M 1.05% +904.0 +3.1% $238.34 +9.6%
24 GOOG ALPHABET INC Communication Services 19,635.0 $6.9M 1.00% +476.0 +2.5% $353.34 -3.4%
25 BERKSHIRE HATHAWAY INC DEL 13,606.0 $6.8M 0.98% +2K +15.8% $500.40
26 XOM EXXON MOBIL CORP Energy 47,774.0 $6.5M 0.94% -3K -5.2% $136.72 +18.1%
27 AVGO BROADCOM INC Technology 16,355.0 $6.2M 0.89% $377.75 +3.9%
28 JPM JPMORGAN CHASE & CO Financial Services 18,144.0 $5.9M 0.86% +4K +24.5% $327.33 +10.3%
29 WMT WALMART INC Consumer Defensive 51,451.0 $5.8M 0.84% -1K -2.7% $113.26 +0.9%
30 MU MICRON TECHNOLOGY INC Technology 4,996.0 $5.8M 0.83% +776.0 +18.4% $1154.39 -12.4%
31 FLMI FRANKLIN TEMPLETON ETF TR 215,204.0 $5.4M 0.78% +7K +3.1% $25.17 -2.1%
32 WMB WILLIAMS COS INC Energy 70,533.0 $5.2M 0.76% $74.34 -1.2%
33 RTX RTX CORPORATION Industrials 26,055.0 $4.9M 0.71% +4K +18.5% $189.73 +16.8%
34 AMD ADVANCED MICRO DEVICES INC Technology 8,317.0 $4.8M 0.70% -4K -31.7% $580.91 -12.9%
35 CAT CATERPILLAR INC Industrials 4,490.0 $4.8M 0.69% +671.0 +17.6% $1064.79 -17.2%
36 CSCO CISCO SYS INC Technology 38,704.0 $4.5M 0.66% -1K -3.5% $117.46 -3.9%
37 META META PLATFORMS INC Communication Services 8,059.0 $4.5M 0.66% +736.0 +10.1% $563.29 +1.0%
38 GE GE AEROSPACE Industrials 10,797.0 $4.0M 0.58% +859.0 +8.6% $373.74 -1.2%
39 LRCX LAM RESEARCH CORP Technology 9,120.0 $4.0M 0.57% +7K +256.8% $433.35 -20.7%
40 BAC BANK OF AMER CORP Financial Services 68,125.0 $3.9M 0.56% -28K -28.9% $56.98 +12.1%
Page 2 of 11  ·  203 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.3%
Financial Services 17.8%
Energy 13.4%
Healthcare 8.7%
Industrials 8.1%
Consumer Cyclical 7.2%
Communication Services 6.4%
Consumer Defensive 5.9%
Real Estate 1.7%
Utilities 1.1%