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Home > Institutional Investor > Wealth Alliance > Profile

Instuitional Investor - Wealth Alliance

Fund Profile
Filing Period:
Fund Name: Wealth Alliance
Portfolio Value $1,195,182,381
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 371,628 $107,534,290 9%
2.
Ishares Trust
 IEF 83,512 $62,541,348 5.23%
3.
Blackrock Etf Trust
 DYNF 672,554 $45,740,378 3.83%
4.
Ishares Trust
 IEF 320,489 $44,076,798 3.69%
5.
Ishares Tr
 833,658 $38,473,313 3.22%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.