Notify me when Wealth Alliance Advisory Group, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 191 | $554,419,170 | +$12,563,558 | -$17,094,952 | -$4,531,394 | IVV, VTV, FBND, FENI, VUG | 13F-HR | 14 Oct 2025, 17:09 |
| Q2 2025 | 186 | $525,231,301 | +$22,881,796 | -$9,428,725 | +$13,453,071 | IVV, VTV, FBND, PYLD, FENI | 13F-HR | 07 Jul 2025, 16:26 |
| Q1 2025 | 196 | $482,329,691 | +$89,451,269 | -$72,707,894 | +$16,743,375 | IVV, VTV, FBND, PYLD, FENI | 13F-HR | 10 Apr 2025, 15:05 |
| Q4 2024 | 188 | $473,081,479 | +$8,671,440 | -$9,903,568 | -$1,232,128 | IVV, VTV, FBND, PYLD, MDY | 13F-HR | 15 Jan 2025, 16:48 |
| Q3 2024 | 193 | $476,111,430 | +$32,141,432 | -$20,539,734 | +$11,601,698 | IVV, VTV, FBND, PYLD, MDY | 13F-HR | 18 Oct 2024, 15:46 |
| Q2 2024 | 192 | $443,958,974 | +$34,160,798 | -$17,498,010 | +$16,662,788 | IVV, VTV, FBND, PYLD, MDY | 13F-HR | 30 Jul 2024, 15:36 |
| Q1 2024 | 188 | $430,876,049 | +$38,896,372 | -$14,750,072 | +$24,146,300 | IVV, VTV, FBND, MDY, PYLD | 13F-HR | 15 Apr 2024, 10:15 |
| Q4 2023 | 183 | $382,870,988 | +$29,481,651 | -$11,689,637 | +$17,792,014 | IVV, VTV, FBND, MDY, PYLD | 13F-HR | 10 Jan 2024, 15:44 |
| Q3 2023 | 179 | $337,229,102 | +$85,503,808 | -$23,065,175 | +$62,438,633 | IVV, VTV, FBND, MDY, PYLD | 13F-HR | 10 Oct 2023, 16:38 |
| Q2 2023 | 171 | $283,256,423 | +$11,870,913 | -$9,153,482 | +$2,717,431 | IVV, MDY, VUG, VTV, VTI | 13F-HR | 13 Jul 2023, 16:34 |
| Q1 2023 | 166 | $267,295,615 | +$18,851,179 | -$22,617,756 | -$3,766,577 | IVV, MDY, VTV, VUG, VTI | 13F-HR | 02 May 2023, 11:46 |
| Q4 2022 | 173 | $261,469,228 | +$21,723,704 | -$7,616,867 | +$14,106,837 | IVV, VTV, VUG, MDY, VTI | 13F-HR | 17 Jan 2023, 12:58 |
| Q3 2022 | 157 | $226,867,000 | +$71,459,363 | -$43,768,372 | +$27,690,991 | IVV, VTV, VUG, MDY, VTI | 13F-HR | 12 Oct 2022, 11:20 |
| Q2 2022 | 146 | $211,673,000 | +$26,887,049 | -$13,468,178 | +$13,418,871 | IVV, VTV, ITOT, DEUS, VUG | 13F-HR | 08 Jul 2022, 12:35 |
| Q1 2022 | 155 | $230,575,000 | +$19,579,228 | -$15,904,761 | +$3,674,467 | IVV, VTV, DEUS, VUG, ITOT | 13F-HR | 18 Apr 2022, 16:19 |
| Q4 2021 | 164 | $229,666,000 | +$19,287,138 | -$11,665,486 | +$7,621,652 | IVV, VTV, ITOT, DEUS, VUG | 13F-HR | 13 Jan 2022, 11:18 |
| Q3 2021 | 146 | $205,305,000 | +$7,301,619 | -$6,639,534 | +$662,085 | IVV, VTV, DEUS, VUG, ITOT | 13F-HR | 08 Oct 2021, 14:22 |
| Q2 2021 | 148 | $205,478,000 | +$4,262,601 | -$5,871,837 | -$1,609,236 | IVV, VTV, DEUS, VUG, ITOT | 13F-HR | 13 Jul 2021, 16:13 |
| Q1 2021 | 151 | $194,878,000 | +$8,144,924 | -$11,355,457 | -$3,210,533 | IVV, VTV, DEUS, ITOT, VUG | 13F-HR | 27 Apr 2021, 18:49 |
| Q4 2020 | 151 | $184,931,000 | +$14,697,638 | -$19,937,785 | -$5,240,147 | IVV, VUG, DEUS, VTV, ITOT | 13F-HR | 25 Jan 2021, 15:56 |
| Q3 2020 | 134 | $169,020,000 | +$9,144,639 | -$6,944,795 | +$2,199,844 | IVV, DEUS, VUG, VTV, IJR | 13F-HR | 08 Oct 2020, 09:48 |
| Q2 2020 | 125 | $163,181,000 | +$39,176,001 | -$24,335,560 | +$14,840,441 | IVV, DEUS, VUG, VTV, IJR | 13F-HR | 08 Jul 2020, 16:36 |
| Q1 2020 | 119 | $128,782,000 | +$8,349,615 | -$16,324,204 | -$7,974,589 | ITOT, IVV, MDY, VTV, VUG | 13F-HR | 15 Apr 2020, 11:44 |
| Q4 2019 | 135 | $175,171,000 | +$5,168,706 | -$1,762,554 | +$3,406,152 | IVV, MDY, VTV, VUG, SHV | 13F-HR | 24 Jan 2020, 14:43 |
| Q3 2019 | 129 | $160,883,000 | +$4,674,042 | -$4,604,831 | +$69,211 | IVV, MDY, VTV, SHV, VUG | 13F-HR | 01 Nov 2019, 15:43 |
| Q2 2019 | 127 | $162,220,000 | +$5,705,861 | -$2,544,073 | +$3,161,788 | IVV, MDY, VTV, VUG, ITOT | 13F-HR | 17 Jul 2019, 16:56 |
| Q1 2019 | 127 | $154,616,000 | +$11,887,660 | -$5,759,491 | +$6,128,169 | IVV, MDY, VTV, VUG, SHV | 13F-HR | 14 May 2019, 17:14 |
| Q4 2018 | 117 | $133,638,000 | +$29,773,287 | -$75,256,965 | -$45,483,678 | IVV, SHV, MDY, VUG, VTV | 13F-HR | 25 Jan 2019, 19:34 |
| Q3 2018 | 140 | $195,459,000 | +$13,102,443 | -$6,304,511 | +$6,797,932 | AGG, VTI, SPIB, IVV, MDY | 13F-HR | 19 Oct 2018, 16:59 |
| Q2 2018 | 129 | $182,380,000 | +$16,873,155 | -$4,452,711 | +$12,420,444 | AGG, VTI, SPIB, IVV, MDY | 13F-HR | 20 Jul 2018, 07:15 |
| Q1 2018 | 119 | $171,748,000 | +$79,986,404 | -$17,560,770 | +$62,425,634 | AGG, VTI, SPIB, IVV, MDY | 13F-HR | 01 Jun 2018, 16:16 |
| Q4 2017 | 92 | $111,382,000 | $0 | $0 | $0 | VTI, SPIB, BIL, AGG, IVV | 13F-HR | 10 Apr 2018, 21:04 |