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Home > Institutional Investor > Wealth Alliance > Profile

Instuitional Investor - Wealth Alliance

Fund Profile
Filing Period:
Fund Name: Wealth Alliance
Portfolio Value $826,365,254
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 350,823 $77,928,415 9.43%
2.
Ishares Trust
 IEF 88,678 $49,828,079 6.03%
3.
Ishares Tr
 508,587 $23,435,676 2.84%
4.
Ishares Tr - MSCI USA QLT FCT
 111,370 $19,032,051 2.3%
5.
Blackrock Etf Trust
 378,545 $18,457,864 2.23%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)