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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 9 of 12  ·  234 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BK BANK NEW YORK MELLON CORP Financial Services 3,334.0 $396K 0.04% -39.0 -1.2% $118.64 +18.9%
162 INTC INTEL CORP Technology 8,876.0 $392K 0.04% -1K -10.5% $44.13 +179.9%
163 HIG HARTFORD INSURANCE GROUP INC Financial Services 2,877.0 $389K 0.04% -37.0 -1.3% $135.23 +0.1%
164 NXPI NXP SEMICONDUCTORS N V Technology 1,913.0 $377K 0.04% -244.0 -11.3% $196.85 +69.0%
165 ASX ASE TECHNOLOGY HLDG CO LTD Technology 17,326.0 $376K 0.04% -8K -30.6% $21.68 +79.7%
166 IUSV ISHARES TR 3,663.0 $375K 0.04% -160.0 -4.2% $102.24 +7.9%
167 GILD GILEAD SCIENCES INC Healthcare 2,649.0 $369K 0.04% -4K -62.4% $139.35 -4.0%
168 OKE ONEOK INC NEW Energy 4,082.0 $369K 0.04% -28.0 -0.7% $90.39 +0.1%
169 MELI MERCADOLIBRE INC Consumer Cyclical 213.0 $369K 0.04% -7.0 -3.2% $1731.05 -4.8%
170 GMAB GENMAB A/S Healthcare 13,615.0 $365K 0.04% -489.0 -3.5% $26.83 +0.2%
171 CSW INDUSTRIALS INC 1,401.0 $365K 0.04% -19.0 -1.3% $260.64
172 ENSG ENSIGN GROUP INC Healthcare 1,807.0 $364K 0.04% -25.0 -1.4% $201.49 -14.4%
173 KMI KINDER MORGAN INC DEL Energy 10,813.0 $363K 0.04% -760.0 -6.6% $33.53 -2.0%
174 SUN SUNOCO LP/SUNOCO FIN CORP Energy 5,497.0 $357K 0.04% -39.0 -0.7% $64.97 +4.6%
175 REET ISHARES TR 14,187.0 $357K 0.04% -41K -74.4% $25.15 +9.8%
176 NATWEST GROUP PLC 23,777.0 $354K 0.04% -8K -24.4% $14.90
177 BLACKROCK ETF TRUST II 7,304.0 $350K 0.04% -28K -79.1% $47.98
178 WELL WELLTOWER INC Real Estate 1,770.0 $350K 0.04% -288.0 -14.0% $197.70 +9.3%
179 FN FABRINET Technology 655.0 $342K 0.03% -137.0 -17.3% $521.52 +30.5%
180 AEP AMERICAN ELEC PWR CO INC Utilities 2,584.0 $339K 0.03% -6K -69.8% $131.09 -0.1%
Page 9 of 12  ·  234 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%