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Wealth Alliance
Wealth Alliance is an institution, managing $960.9M across 547 long positions as of Q3 2025 with 46% ETF concentration.
- Portfolio Value
- $960.9M
- Positions
- 547
- Top Holding
- AAPL at 9.12%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Wealth Alliance's portfolio (32.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $87.7M | 9.12% | -$516.1K Sold | 0.00% 344.3K shares | |
ETF ETF | $37.1M | 3.87% | -$614.4K Sold | — 55.5K shares | |
ETF ETF | $28.0M | 2.92% | +$4.8M Bought | — 473.6K shares | |
ETF ETF | $27.0M | 2.81% | +$5.9M Bought | — 130.5K shares | |
ETF ETF | $26.1M | 2.71% | -$848.2K Sold | — 216.0K shares | |
Software - Infrastructure Technology | $22.2M | 2.31% | +$329.4K Bought | 0.00% 42.9K shares | |
ETF ETF | $20.8M | 2.17% | -$3.0M Sold | — 445.4K shares | |
ETF ETF | $20.0M | 2.08% | -$2.7M Sold | — 102.7K shares | |
ETF ETF | $19.9M | 2.08% | -$3.4M Sold | — 294.0K shares | |
ETF ETF | $19.4M | 2.02% | +$5.7M Bought | — 58.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Wealth Alliance's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
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Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Wealth Alliance
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