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Portfolio (Quarterly) Guide ↗

WEALTH ALLIANCE, LLC

· CIK 0001793904
13F Portfolio $1.0B AUM 548 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 50 New 213 Added 234 Reduced 53 Exited
Page 3 of 11  ·  213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 WEC WEC ENERGY GROUP INC Utilities 20,043.0 $2.3M 0.23% +6K +38.3% $115.77 -2.0%
42 MA MASTERCARD INCORPORATED Financial Services 4,623.0 $2.3M 0.23% +190.0 +4.3% $499.64 -1.3%
43 BTI BRITISH AMERN TOB PLC Consumer Defensive 36,959.0 $2.2M 0.21% +5K +13.9% $58.47 +11.1%
44 AMT AMERICAN TOWER CORP Real Estate 12,109.0 $2.1M 0.21% +8K +163.5% $172.58 +7.2%
45 CME CME GROUP INC Financial Services 6,886.0 $2.0M 0.20% +2K +30.9% $295.34 -4.3%
46 SNY SANOFI SA Healthcare 42,032.0 $2.0M 0.20% +8K +23.9% $48.18 -8.4%
47 XTEN BONDBLOXX ETF TRUST 44,032.0 $2.0M 0.20% +20K +83.0% $45.86 -1.4%
48 SPMO INVESCO EXCH TRADED FD TR II 17,603.0 $2.0M 0.20% +11K +159.5% $112.11 +33.7%
49 LIN LINDE PLC Basic Materials 3,928.0 $1.9M 0.19% +537.0 +15.8% $495.81 +3.9%
50 ORCL ORACLE CORP Technology 13,042.0 $1.9M 0.19% +390.0 +3.1% $147.11 +31.2%
51 USB US BANCORP Financial Services 36,438.0 $1.9M 0.19% +457.0 +1.3% $52.01 +6.2%
52 SHLD GLOBAL X FDS 26,385.0 $1.9M 0.18% +19K +269.7% $70.84 -6.7%
53 PEY INVESCO EXCHANGE TRADED FD T 86,798.0 $1.9M 0.18% +2K +2.0% $21.42 +4.6%
54 APH AMPHENOL CORP Technology 14,673.0 $1.9M 0.18% +2K +11.8% $126.35 +10.5%
55 MDLZ MONDELEZ INTL INC Consumer Defensive 31,712.0 $1.8M 0.18% +11K +50.1% $57.64 +6.2%
56 FE FIRSTENERGY CORP Utilities 35,117.0 $1.8M 0.18% +8K +27.2% $50.66 -7.9%
57 PAYX PAYCHEX INC Industrials 18,021.0 $1.7M 0.16% +6K +56.3% $92.12 +2.9%
58 UNILEVER PLC 28,584.0 $1.6M 0.16% +7K +33.0% $56.97
59 CMI CUMMINS INC Industrials 3,014.0 $1.6M 0.16% +101.0 +3.5% $537.94 +24.3%
60 BIZD VANECK ETF TRUST 126,217.0 $1.6M 0.16% +24K +24.0% $12.80 -1.8%
Page 3 of 11  ·  213 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 36.4%
Financial Services 15.4%
Healthcare 9.9%
Industrials 7.0%
Consumer Cyclical 6.8%
Communication Services 6.8%
Consumer Defensive 5.4%
Energy 4.4%
Utilities 3.8%
Real Estate 2.6%