Wealth Alliance Advisory Group, LLC - Portfolio overview

Wealth Alliance Advisory Group, LLC has 212 reported holdings in this dataset, with the latest filing dated 2026-04-09.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 8.55%
2. FENI - FIDELITY COVINGTON TRUST, 7.62%
3. VTV - VANGUARD INDEX FDS, 6.00%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.