• 13F History

Wealth Alliance

13F Filings History

Latest 13F report
Q4 2024 - Feb 3, 2025
Value $
$836M
Signature - Title
William Franey - Chief Compliance Officer
Location
Mellville, NY
Summary
This page shows a list of all the recent 13F filings made by Wealth Alliance. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Wealth Alliance reported 491 stock holdings with total value $836M as of Q4 2024. Top holdings included AAPL, IVV, IVW, IUSB, and DYNF.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 491 $836M +$63.5M -$63.7M -$182K AAPL, IVV, IVW, IUSB, DYNF 13F-HR 2/3/2025, 08:19 AM
Q3 2024 521 $837M +$60.9M -$43.2M +$17.7M AAPL, IVV, IUSB, IVW, MSFT 13F-HR 11/4/2024, 09:05 AM
Q2 2024 511 $774M +$53.3M -$57.3M -$4.01M AAPL, IVV, IVW, IUSB, MSFT 13F-HR 8/9/2024, 03:21 PM
Q1 2024 516 $762M +$85M -$73M +$12M AAPL, IVV, IUSB, MSFT, IVE 13F-HR 5/10/2024, 10:50 AM
Q4 2023 510 $713M +$52.3M -$36.8M +$15.6M AAPL, IVV, MSFT, IUSB, QUAL 13F-HR 1/30/2024, 11:53 AM
Q3 2023 537 $634M +$55.1M -$60.3M -$5.24M AAPL, IVV, IUSB, MSFT, EFV 13F-HR 11/9/2023, 09:00 AM
Q2 2023 510 $669M +$48.2M -$23M +$25.2M AAPL, IVV, MSFT, QUAL, IUSB 13F-HR 8/2/2023, 05:23 PM
Q1 2023 500 $617M +$83M -$31.9M +$51.1M AAPL, IVV, IUSB, QUAL, MSFT 13F-HR 5/10/2023, 05:55 PM
Q4 2022 485 $563M +$70.6M -$37.2M +$33.4M AAPL, IVV, ESGU, SHV, MSFT 13F-HR 2/13/2023, 03:50 PM
Q3 2022 444 $499M +$61.8M -$28.4M +$33.4M AAPL, IVV, ESGU, MSFT, IUSB 13F-HR 11/14/2022, 12:10 PM
Q2 2022 434 $517M +$148M -$26.9M +$121M AAPL, IVV, ESGU, MSFT, EFV Restatement 10/11/2022, 09:16 AM
Q1 2022 441 $486M +$65.7M -$37.4M +$28.4M IVV, AAPL, ESGU, MSFT, EFV 13F-HR 5/10/2022, 10:59 AM
Q4 2021 441 $491M +$41.3M -$16.4M +$24.9M AAPL, IVV, ESGU, VNQ, MSFT 13F-HR 2/14/2022, 12:22 PM
Q3 2021 424 $441M +$49.8M -$25.5M +$24.3M AAPL, IVV, ESGU, VNQ, SPY 13F-HR 11/12/2021, 10:57 AM
Q2 2021 423 $425M +$61M -$16.5M +$44.5M AAPL, IVV, VNQ, ESGU, SPY 13F-HR 8/16/2021, 09:34 AM
Q1 2021 384 $357M +$35.2M -$33.3M +$1.94M AAPL, IVV, VNQ, SPY, MSFT 13F-HR 5/17/2021, 05:58 PM
Q4 2020 376 $339M +$53.3M -$10.7M +$42.6M AAPL, IVV, VNQ, MSFT, SPY 13F-HR 2/11/2021, 07:52 AM
Q3 2020 313 $278M +$38.2M -$12.2M +$26M AAPL, IVV, MSFT, SPY, AMZN Restatement 12/1/2020, 08:58 AM
Q2 2020 301 $253M +$78.3M -$26.4M +$51.9M AAPL, IVV, SHV, MSFT, SHY 13F-HR 8/13/2020, 08:28 PM
Q1 2020 231 $185M +$99.1M -$21M +$78.1M SPY, AAPL, TIP, IEF, EFA 13F-HR 5/14/2020, 07:20 PM
Q4 2019 87 $141M AAPL, TIP, SPY, VEA, VNQ Restatement 2/14/2020, 07:04 AM