• 13F History

Wealth Alliance Advisory Group, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 10, 2025
Value $
$482M
Signature - Title
Matthew G. Catlin - Chief Compliance Officer
Location
Wichita, KS
Summary
This page shows a list of all the recent 13F filings made by Wealth Alliance Advisory Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Wealth Alliance Advisory Group, LLC reported 196 stock holdings with total value $482M as of Q1 2025. Top holdings included IVV, VTV, FBND, PYLD, and FENI.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 196 $482M +$89.5M -$72.7M +$16.7M IVV, VTV, FBND, PYLD, FENI 13F-HR 4/10/2025, 03:05 PM
Q4 2024 188 $473M +$8.67M -$9.9M -$1.23M IVV, VTV, FBND, PYLD, MDY 13F-HR 1/15/2025, 04:48 PM
Q3 2024 193 $476M +$32.1M -$20.5M +$11.6M IVV, VTV, FBND, PYLD, MDY 13F-HR 10/18/2024, 03:46 PM
Q2 2024 192 $444M +$34.2M -$17.5M +$16.7M IVV, VTV, FBND, PYLD, MDY 13F-HR 7/30/2024, 03:36 PM
Q1 2024 187 $431M +$38.9M -$14.8M +$24.1M IVV, VTV, FBND, MDY, PYLD 13F-HR 4/15/2024, 10:15 AM
Q4 2023 183 $383M +$29.5M -$11.7M +$17.8M IVV, VTV, FBND, MDY, PYLD 13F-HR 1/10/2024, 03:44 PM
Q3 2023 179 $337M +$85.5M -$20.8M +$64.7M IVV, VTV, FBND, MDY, PYLD 13F-HR 10/10/2023, 04:38 PM
Q2 2023 171 $283M +$11.9M -$7.02M +$4.85M IVV, MDY, VUG, VTV, VTI 13F-HR 7/13/2023, 04:34 PM
Q1 2023 166 $267M +$18.9M -$17.3M +$1.57M IVV, MDY, VTV, VUG, VTI 13F-HR 5/2/2023, 11:46 AM
Q4 2022 173 $261M +$21.7M -$4.87M +$16.9M IVV, VTV, VUG, MDY, VTI 13F-HR 1/17/2023, 11:58 AM
Q3 2022 157 $227M +$71.5M -$34.3M +$37.2M IVV, VTV, VUG, MDY, VTI 13F-HR 10/12/2022, 11:20 AM
Q2 2022 146 $212M +$26.9M -$223K +$26.7M IVV, VTV, ITOT, DEUS, VUG 13F-HR 7/8/2022, 12:35 PM
Q1 2022 155 $231M +$19.6M -$9.92M +$9.66M IVV, VTV, DEUS, VUG, ITOT 13F-HR 4/18/2022, 04:19 PM
Q4 2021 165 $230M +$19.7M -$7.88M +$11.8M IVV, VTV, ITOT, DEUS, VUG 13F-HR 1/13/2022, 10:18 AM
Q3 2021 146 $205M +$7.3M -$6.64M +$662K IVV, VTV, DEUS, VUG, ITOT 13F-HR 10/8/2021, 02:22 PM
Q2 2021 148 $205M +$4.26M -$5.87M -$1.61M IVV, VTV, DEUS, VUG, ITOT 13F-HR 7/13/2021, 04:13 PM
Q1 2021 151 $195M +$8.14M -$11.4M -$3.21M IVV, VTV, DEUS, ITOT, VUG 13F-HR 4/27/2021, 06:49 PM
Q4 2020 151 $185M +$14.7M -$15.3M -$623K IVV, VUG, DEUS, VTV, ITOT 13F-HR 1/25/2021, 02:56 PM
Q3 2020 134 $169M +$9.14M -$6.65M +$2.5M IVV, DEUS, VUG, VTV, IJR 13F-HR 10/8/2020, 09:48 AM
Q2 2020 125 $163M +$39.2M -$6.17M +$33M IVV, DEUS, VUG, VTV, IJR 13F-HR 7/8/2020, 04:36 PM
Q1 2020 119 $129M +$8.35M -$783K +$7.57M ITOT, IVV, MDY, VTV, VUG 13F-HR 4/15/2020, 11:44 AM
Q4 2019 135 $175M +$5.17M -$919K +$4.25M IVV, MDY, VTV, VUG, SHV 13F-HR 1/24/2020, 01:43 PM
Q3 2019 129 $161M +$4.67M -$1.77M +$2.9M IVV, MDY, VTV, SHV, VUG 13F-HR 11/1/2019, 03:43 PM
Q2 2019 127 $162M +$5.72M -$1.96M +$3.76M IVV, MDY, VTV, VUG, ITOT 13F-HR 7/17/2019, 04:56 PM
Q1 2019 125 $155M +$11.9M -$4.43M +$7.46M IVV, MDY, VTV, VUG, SHV 13F-HR 5/14/2019, 05:14 PM
Q4 2018 117 $134M +$29.8M -$35.4M -$5.67M IVV, SHV, MDY, VUG, VTV 13F-HR 1/25/2019, 06:34 PM
Q3 2018 140 $195M +$13.1M -$5.74M +$7.36M AGG, VTI, SPIB, IVV, MDY 13F-HR 10/19/2018, 04:59 PM
Q2 2018 130 $182M +$16.9M -$1.06M +$15.8M AGG, VTI, SPIB, IVV, MDY 13F-HR 7/20/2018, 07:15 AM
Q1 2018 119 $172M +$80M -$13.9M +$66.1M AGG, VTI, SPIB, IVV, MDY 13F-HR 6/1/2018, 04:16 PM
Q4 2017 92 $111M VTI, SPIB, BIL, AGG, IVV 13F-HR 4/10/2018, 09:04 PM