Portfolio (Quarterly)
Guide ↗
WEALTH ALLIANCE, LLC
· CIK 0001793904| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | MKL | MARKEL GROUP INC | Financial Services | 148 | $284K | 0.03% | SOLD |
| 22 | BR | BROADRIDGE FINL SOLUTIONS IN | Technology | 1,746 | $284K | 0.03% | SOLD |
| 23 | GDX | VANECK ETF TRUST | — | 3,011 | $276K | 0.03% | SOLD |
| 24 | CBOE | CBOE GLOBAL MKTS INC | Financial Services | 975 | $274K | 0.03% | SOLD |
| 25 | BFAM | BRIGHT HORIZONS FAM SOL IN D | Consumer Cyclical | 3,251 | $267K | 0.03% | SOLD |
| 26 | PBH | PRESTIGE CONSMR HEALTHCARE I | Healthcare | 4,214 | $250K | 0.03% | SOLD |
| 27 | AON | AON PLC | Financial Services | 770 | $249K | 0.03% | SOLD |
| 28 | RACE | FERRARI N V | Consumer Cyclical | 717 | $243K | 0.02% | SOLD |
| 29 | IFEB | INNOVATOR ETFS TRUST | — | 8,058 | $240K | 0.02% | SOLD |
| 30 | EFX | EQUIFAX INC | Industrials | 1,326 | $239K | 0.02% | SOLD |
| 31 | BSY | BENTLEY SYS INC | Technology | 6,625 | $233K | 0.02% | SOLD |
| 32 | VRT | VERTIV HOLDINGS CO | Industrials | 928 | $233K | 0.02% | SOLD |
| 33 | INSM | INSMED INC | Healthcare | 1,421 | $232K | 0.02% | SOLD |
| 34 | AIG | AMERICAN INTL GROUP INC | Financial Services | 3,067 | $231K | 0.02% | SOLD |
| 35 | — | INNOVATOR ETFS TRUST | — | 8,084 | $227K | 0.02% | SOLD |
| 36 | HCA | HCA HEALTHCARE INC | Healthcare | 477 | $226K | 0.02% | SOLD |
| 37 | CCI | CROWN CASTLE INC | Real Estate | 2,761 | $224K | 0.02% | SOLD |
| 38 | PCTY | PAYLOCITY HLDG CORP | Technology | 2,048 | $221K | 0.02% | SOLD |
| 39 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 3,500 | $220K | 0.02% | SOLD |
| 40 | VRSK | VERISK ANALYTICS INC | Industrials | 1,151 | $218K | 0.02% | SOLD |
Sector Allocation
Technology
42.1%
Financial Services
14.5%
Healthcare
8.8%
Industrials
7.0%
Consumer Cyclical
6.4%
Communication Services
6.4%
Consumer Defensive
4.7%
Utilities
3.5%
Energy
3.0%
Real Estate
2.1%