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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 6 of 11  ·  213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 QQQI NEOS ETF TRUST 15,015.0 $746K 0.07% +6K +58.7% $49.69 +14.7%
102 GD GENERAL DYNAMICS CORP Industrials 2,103.0 $722K 0.07% +118.0 +5.9% $343.24 +0.3%
103 CSPF COHEN & STEERS ETF TRUST 27,947.0 $716K 0.07% +4K +18.7% $25.64 +1.9%
104 COP CONOCOPHILLIPS Energy 5,386.0 $711K 0.07% +1K +27.1% $132.00 -12.7%
105 DHR DANAHER CORP DEL Healthcare 3,700.0 $701K 0.07% +58.0 +1.6% $189.59 -8.4%
106 PH PARKER-HANNIFIN CORP Industrials 776.0 $695K 0.07% +25.0 +3.3% $895.36 -2.6%
107 ROL ROLLINS INC Consumer Cyclical 12,769.0 $682K 0.07% +2K +14.8% $53.41 -3.0%
108 BLW BLACKROCK LTD DURATION INCOM Financial Services 53,908.0 $679K 0.07% +2K +4.0% $12.59 -0.8%
109 HSBC HSBC HLDGS PLC Financial Services 7,853.0 $648K 0.06% +1K +19.5% $82.48 +13.6%
110 CI THE CIGNA GROUP Healthcare 2,407.0 $642K 0.06% +232.0 +10.7% $266.70 +5.3%
111 PGR PROGRESSIVE CORP Financial Services 3,158.0 $626K 0.06% +2K +257.6% $198.25 +0.4%
112 CMCSA COMCAST CORP NEW Communication Services 21,675.0 $622K 0.06% +5K +30.9% $28.71 -12.1%
113 DD DUPONT DE NEMOURS INC Basic Materials 13,426.0 $615K 0.06% +3K +32.3% $45.80 +8.0%
114 AVB AVALONBAY CMNTYS INC Real Estate 3,685.0 $602K 0.06% +639.0 +21.0% $163.35 +13.3%
115 IEV ISHARES TR 8,834.0 $600K 0.06% +645.0 +7.9% $67.94 +8.3%
116 BX BLACKSTONE INC Financial Services 5,094.0 $586K 0.06% +532.0 +11.7% $115.00 +2.7%
117 WRB BERKLEY W R CORP Financial Services 8,599.0 $570K 0.06% +103.0 +1.2% $66.28 +1.4%
118 AEM AGNICO EAGLE MINES LTD Basic Materials 2,807.0 $570K 0.06% +146.0 +5.5% $203.01 -11.1%
119 EAGG ISHARES TR 11,843.0 $563K 0.06% +6K +104.2% $47.55 -0.5%
120 SNOW SNOWFLAKE INC Technology 3,722.0 $561K 0.06% +964.0 +35.0% $150.82 +17.8%
Page 6 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%