Wealth Alliance Advisory Group, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 30, 2024
Value $
$444M
Signature - Title
Matthew G. Catlin - Chief Compliance Officer
Location
10585 E 21 St St N, Wichita, KS
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 192 $444M +$34.2M -$17.5M +$16.7M IVV, VTV, FBND, PYLD, MDY 13F-HR 7/30/2024, 03:36 PM
Q1 2024 188 $431M +$38.9M -$14.8M +$24.1M IVV, VTV, FBND, MDY, PYLD 13F-HR 4/15/2024, 10:15 AM
Q4 2023 183 $383M +$29.5M -$11.7M +$17.8M IVV, VTV, FBND, MDY, PYLD 13F-HR 1/10/2024, 03:44 PM
Q3 2023 179 $337M +$85.5M -$23.1M +$62.4M IVV, VTV, FBND, MDY, PYLD 13F-HR 10/10/2023, 04:38 PM
Q2 2023 171 $283M +$11.9M -$9.15M +$2.72M IVV, MDY, VUG, VTV, VTI 13F-HR 7/13/2023, 04:34 PM
Q1 2023 166 $267M +$18.9M -$22.6M -$3.77M IVV, MDY, VTV, VUG, VTI 13F-HR 5/2/2023, 11:46 AM
Q4 2022 173 $261M +$21.7M -$7.62M +$14.1M IVV, VTV, VUG, MDY, VTI 13F-HR 1/17/2023, 12:58 PM
Q3 2022 157 $227M +$71.5M -$43.8M +$27.7M IVV, VTV, VUG, MDY, VTI 13F-HR 10/12/2022, 11:20 AM
Q2 2022 146 $212M +$26.9M -$13.5M +$13.4M IVV, VTV, ITOT, DEUS, VUG 13F-HR 7/8/2022, 12:35 PM
Q1 2022 155 $231M +$19.6M -$15.9M +$3.67M IVV, VTV, DEUS, VUG, ITOT 13F-HR 4/18/2022, 04:19 PM
Q4 2021 164 $230M +$19.3M -$11.7M +$7.62M IVV, VTV, ITOT, DEUS, VUG 13F-HR 1/13/2022, 11:18 AM
Q3 2021 146 $205M +$7.3M -$6.64M +$662K IVV, VTV, DEUS, VUG, ITOT 13F-HR 10/8/2021, 02:22 PM
Q2 2021 148 $205M +$4.26M -$5.87M -$1.61M IVV, VTV, DEUS, VUG, ITOT 13F-HR 7/13/2021, 04:13 PM
Q1 2021 151 $195M +$8.14M -$11.4M -$3.21M IVV, VTV, DEUS, ITOT, VUG 13F-HR 4/27/2021, 06:49 PM
Q4 2020 151 $185M +$14.7M -$19.9M -$5.24M IVV, VUG, DEUS, VTV, ITOT 13F-HR 1/25/2021, 03:56 PM
Q3 2020 134 $169M +$9.14M -$6.94M +$2.2M IVV, DEUS, VUG, VTV, IJR 13F-HR 10/8/2020, 09:48 AM
Q2 2020 125 $163M +$39.2M -$24.3M +$14.8M IVV, DEUS, VUG, VTV, IJR 13F-HR 7/8/2020, 04:36 PM
Q1 2020 119 $129M +$8.35M -$16.3M -$7.97M ITOT, IVV, MDY, VTV, VUG 13F-HR 4/15/2020, 11:44 AM
Q4 2019 135 $175M +$5.17M -$1.76M +$3.41M IVV, MDY, VTV, VUG, SHV 13F-HR 1/24/2020, 02:43 PM
Q3 2019 129 $161M +$4.67M -$4.6M +$69.2K IVV, MDY, VTV, SHV, VUG 13F-HR 11/1/2019, 03:43 PM
Q2 2019 127 $162M +$5.71M -$2.54M +$3.16M IVV, MDY, VTV, VUG, ITOT 13F-HR 7/17/2019, 04:56 PM
Q1 2019 125 $155M +$11.9M -$5.76M +$6.13M IVV, MDY, VTV, VUG, SHV 13F-HR 5/14/2019, 05:14 PM
Q4 2018 117 $134M +$29.8M -$75.3M -$45.5M IVV, SHV, MDY, VUG, VTV 13F-HR 1/25/2019, 07:34 PM
Q3 2018 140 $195M +$13.1M -$6.3M +$6.8M AGG, VTI, SPIB, IVV, MDY 13F-HR 10/19/2018, 04:59 PM
Q2 2018 129 $182M +$16.9M -$4.45M +$12.4M AGG, VTI, SPIB, IVV, MDY 13F-HR 7/20/2018, 07:15 AM
Q1 2018 119 $172M +$80M -$17.6M +$62.4M AGG, VTI, SPIB, IVV, MDY 13F-HR 6/1/2018, 04:16 PM
Q4 2017 92 $111M $0 $0 VTI, SPIB, BIL, AGG, IVV 13F-HR 4/10/2018, 09:04 PM