Wealth Alliance

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Mellville, NY
CIK
0001793904
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 511 774,357 AAPL, IVV, IVW, IUSB 13F-HR 8/9/2024 000195175724000712
Q1 2024 516 762,290 AAPL, IVV, IUSB, MSFT 13F-HR 5/10/2024 000195175724000462
Q4 2023 510 713,182 AAPL, IVV, MSFT, IUSB 13F-HR 1/30/2024 000195175724000167
Q3 2023 488 634,062 AAPL, IVV, IUSB, MSFT 13F-HR 11/9/2023 000195175723000694
Q2 2023 510 668,810 AAPL, IVV, MSFT, QUAL 13F-HR 8/2/2023 000195175723000481
Q1 2023 500 617,291 AAPL, IVV, IUSB, QUAL 13F-HR 5/10/2023 000195175723000289
Q4 2022 485 563,221 AAPL, IVV, ESGU, SHV 13F-HR 2/13/2023 000179390423000004
Q3 2022 451 506,725 AAPL, IVV, ESGU, MSFT 13F-HR 11/14/2022 000195175722000021
Q2 2022 438 521,089 AAPL, IVV, ESGU, MSFT RESTATEMENT 10/11/2022 000179390422000006
Q1 2022 443 489,167 IVV, AAPL, ESGU, MSFT 13F-HR 5/10/2022 000179390422000003
Q4 2021 447 497,332 AAPL, IVV, ESGU, VNQ 13F-HR 2/14/2022 000179390422000002
Q3 2021 428 445,330 AAPL, IVV, ESGU, VNQ 13F-HR 11/12/2021 000179390421000005
Q2 2021 423 424,668 AAPL, IVV, VNQ, ESGU 13F-HR 8/16/2021 000179390421000004
Q1 2021 384 356,977 AAPL, IVV, VNQ, SPY 13F-HR 5/17/2021 000179390421000003
Q4 2020 377 339,390 AAPL, IVV, VNQ, MSFT 13F-HR 2/11/2021 000179390421000001
Q3 2020 313 278,205 AAPL, IVV, MSFT, SPY RESTATEMENT 12/1/2020 000179390420000010
Q2 2020 301 253,129 AAPL, IVV, SHV, MSFT 13F-HR 8/14/2020 000179390420000007
Q1 2020 232 185,456 SPY, AAPL, TIP, IEF 13F-HR 5/15/2020 000179390420000005
Q4 2019 87 140,689 AAPL, TIP, SPY, VEA RESTATEMENT 2/14/2020 000179390420000004
Additional filings from Wealth Alliance that have since been restated