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Home > Institutional Investor > Wealth Alliance > Profile

Instuitional Investor - Wealth Alliance

Fund Profile
Filing Period:
Fund Name: Wealth Alliance
Portfolio Value $1,021,548,452
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 342,020 $92,981,631 9.1%
2.
Ishares Trust
 IEF 55,619 $38,095,523 3.73%
3.
Ishares Trust
 IEF 165,310 $35,057,352 3.43%
4.
Blackrock Etf Trust
 518,844 $31,550,903 3.09%
5.
Ishares Trust
 IEF 231,800 $28,571,616 2.8%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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