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Home > Institutional Investor > Wealth Alliance Advisory Group, Llc > Profile

Instuitional Investor - Wealth Alliance Advisory Group, Llc

Fund Profile
Filing Period:
Fund Name: Wealth Alliance Advisory Group, Llc
Portfolio Value $337,229,102
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 84,132 $40,183,971 10.49%
2.
Vanguard Index Fds
 153,004 $22,874,104 5.97%
3.
Fidelity Merrimack Str Tr
 492,679 $22,682,947 5.92%
4.
Spdr S & P Midcap 400 Etf Trust
 MDY 38,144 $19,353,373 5.05%
5.
Pimco Etf Trust
 625,310 $16,048,592 4.19%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)