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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
38
2
4
1
1
0
24
2
0
WEALTH ALLIANCE ADVISORY GROUP LLC

Time Period2019-03-31

Total Holdings127

Total Value ($x1000)155,056
Activities
New15

Increased52

Unchanged32

Decreased28

Sold Out7

Top 10 Stock Holdingstotal 50.61%
IVV7.45

MDY7.13

VTV6.55

VUG5.73

SHV5.15

 
ITOT4.87

SLY4.81

XOM3.59

BAC2.88

IEMG2.45

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
7.45%
CORE S&P500 ETF
MDY
7.13%
UTSER1 S&PDCRP
VTV
6.55%
VALUE ETF
VUG
5.73%
GROWTH ETF
SHV
5.15%
SHRT TRS BD ETF
ITOT
4.87%
CORE S&P TTL STK
SLY
4.81%
S&P 600 SML CAP
XOM
3.59%
COM
BAC
2.88%
COM
IEMG
2.45%
CORE MSCI EMKT
DBEF
2.33%
XTRAK MSCI EAFE
COP
1.66%
COM
SPY
1.66%
TR UNIT
AAPL
1.61%
COM
MSFT
1.53%
COM
JNJ
1.39%
COM
MCD
1.38%
COM
SEIC
1.29%
COM
PSX
1.21%
COM
IEFA
1.19%
CORE MSCI EAFE
T
1.16%
COM
PEP
1.12%
COM
VZ
1.01%
COM
CVX
0.96%
COM
CFFN
0.95%
COM
PG
0.88%
COM
WMT
0.87%
COM
WMB
0.84%
COM
RTN
0.81%
COM NEW
UBS
0.79%
SHS
BBT
0.71%
COM
MMM
0.6%
COM
BA
0.6%
COM
PFE
0.59%
COM
CSCO
0.54%
COM
AMGN
0.53%
COM
EQBK
0.53%
CL A
SGOL
0.49%
PHYSCL SWISS GLD
BP
0.48%
SPONSORED ADR
SYK
0.48%
COM
EVRG
0.47%
COM
DIA
0.46%
UT SER 1
AMZN
0.45%
COM
CNOB
0.45%
COM
INTC
0.44%
COM
BRK.B
0.44%
CL B NEW
BRK.A
0.41%
CL A
ORCL
0.39%
COM
ETV
0.38%
COM
IWM
0.35%
RUSSELL 2000 ETF
BMY
0.35%
COM
MRK
0.34%
COM
KO
0.33%
COM
BFK
0.31%
BRIC ETF
MO
0.31%
COM
UTX
0.31%
COM
V
0.3%
COM CL A
MDLZ
0.29%
CL A
OKE
0.29%
COM
NBH
0.29%
COM
GOOG
0.28%
CAP STK CL C
ED
0.26%
COM
HON
0.26%
COM
JPM
0.26%
COM
DE
0.26%
COM
HD
0.25%
COM
YUM
0.25%
COM
SO
0.25%
COM
NZF
0.24%
COM SH BEN INT
CMCSA
0.24%
CL A
WBA
0.24%
COM
RDS/A
0.23%
SPONS ADR A
INCY
0.23%
COM
NVDA
0.22%
COM
TFI
0.22%
NUVN BRCLY MUNI
MQY
0.22%
COM
RF
0.22%
COM
USB
0.21%
COM NEW
GS
0.21%
COM
GE
0.21%
COM
XBI
0.2%
S&P BIOTECH
ABBV
0.2%
COM
CBSH
0.19%
COM
CSX
0.19%
COM
TMO
0.19%
COM
PMX
0.19%
COM
IBB
0.19%
NASDQ BIOTEC ETF
ARCC
0.19%
COM
ADBE
0.18%
COM
KMI
0.18%
COM
WFC
0.18%
COM
GPRK
0.18%
USD SHS
GIS
0.18%
COM
ETHO
0.18%
ETHO CLIMATE LEA
EVT
0.18%
COM
CTSH
0.17%
CL A
PZA
0.17%
NATL AMT MUNI
BSV
0.17%
SHORT TRM BOND
VKQ
0.17%
COM
BND
0.17%
TOTAL BND MRKT
PM
0.17%
COM
GOOGL
0.16%
CAP STK CL A
OTTR
0.16%
COM
SHM
0.15%
NUVN BR SHT MUNI
IBM
0.15%
COM
BABA
0.15%
SPONSORED ADS
EIM
0.15%
COM
QCOM
0.14%
COM
PTY
0.14%
COM
UNP
0.14%
COM
DWDP
0.14%
COM
MMP
0.14%
COM UNIT RP LP
AZN
0.14%
SPONSORED ADR
IJR
0.14%
CORE S&P SCP ETF
TJX
0.14%
COM
ONEQ
0.14%
NDQ CP IDX TRK
NVS
0.13%
SPONSORED ADR
F
0.13%
COM PAR $0.01
PAA
0.13%
UNIT LTD PARTN
WPX
0.13%
COM
CSQ
0.12%
COM SH BEN INT
MYI
0.11%
COM
ETE
0.11%
COM UT LTD PTN
NCV
0.08%
COM
PFN
0.07%
COM
TRXC
0.03%
COM NEW
VLRX
< 0.01%
COM NEW
ITR
0.25%
INTR TRM CORP BD
AGG
0.24%
CORE TOTUSBD ETF
CME
0.21%
COM
PPG
0.15%
COM
HAE
0.15%
COM
YUM
< 0.01%
CALL
YUM
< 0.01%
PUT