Wealth Alliance
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationmellville, NY
- CIK0001793904
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
491 | $836.27M | AAPL, IVV, IVW, IUSB | 13F-HR | Feb 3, 2025 | 000195175725000170 | ||
521 | $837.40M | AAPL, IVV, IUSB, IVW | 13F-HR | Nov 4, 2024 | 000195175724001165 | ||
511 | $774.36M | AAPL, IVV, IVW, IUSB | 13F-HR | Aug 9, 2024 | 000195175724000712 | ||
516 | $762.29M | AAPL, IVV, IUSB, MSFT | 13F-HR | May 10, 2024 | 000195175724000462 | ||
510 | $713.18M | AAPL, IVV, MSFT, IUSB | 13F-HR | Jan 30, 2024 | 000195175724000167 | ||
488 | $634.06M | AAPL, IVV, IUSB, MSFT | 13F-HR | Nov 9, 2023 | 000195175723000694 | ||
510 | $668.81M | AAPL, IVV, MSFT, QUAL | 13F-HR | Aug 2, 2023 | 000195175723000481 | ||
500 | $617.29M | AAPL, IVV, IUSB, QUAL | 13F-HR | May 11, 2023 | 000195175723000289 | ||
485 | $563.22M | AAPL, IVV, ESGU, SHV | 13F-HR | Feb 13, 2023 | 000179390423000004 | ||
451 | $506.73M | AAPL, IVV, ESGU, MSFT | 13F-HR | Nov 14, 2022 | 000195175722000021 | ||
438 | $521.09M | AAPL, IVV, ESGU, MSFT | RESTATEMENT | Oct 11, 2022 | 000179390422000006 | ||
443 | $489.17M | IVV, AAPL, ESGU, MSFT | 13F-HR | May 10, 2022 | 000179390422000003 | ||
447 | $497.33M | AAPL, IVV, ESGU, VNQ | 13F-HR | Feb 14, 2022 | 000179390422000002 | ||
428 | $445.33M | AAPL, IVV, ESGU, VNQ | 13F-HR | Nov 12, 2021 | 000179390421000005 | ||
423 | $424.67M | AAPL, IVV, VNQ, ESGU | 13F-HR | Aug 16, 2021 | 000179390421000004 | ||
384 | $356.98M | AAPL, IVV, VNQ, SPY | 13F-HR | May 18, 2021 | 000179390421000003 | ||
377 | $339.39M | AAPL, IVV, VNQ, MSFT | 13F-HR | Feb 11, 2021 | 000179390421000001 | ||
313 | $278.20M | AAPL, IVV, MSFT, SPY | RESTATEMENT | Dec 1, 2020 | 000179390420000010 | ||
301 | $253.13M | AAPL, IVV, SHV, MSFT | 13F-HR | Aug 14, 2020 | 000179390420000007 | ||
232 | $185.46M | SPY, AAPL, TIP, IEF | 13F-HR | May 15, 2020 | 000179390420000005 | ||
87 | $140.69M | AAPL, TIP, SPY, VEA | RESTATEMENT | Feb 14, 2020 | 000179390420000004 |