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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
37
2
3
1
0
0
22
2
1
WEALTH ALLIANCE ADVISORY GROUP LLC

Time Period2018-12-31

Total Holdings119

Total Value ($x1000)133,638
Activities
New12

Increased48

Unchanged25

Decreased34

Sold Out34

Top 10 Stock Holdingstotal 51.55%
IVV7.36

SHV7.27

MDY6.98

VUG5.68

VTV5.63

 
ITOT4.92

SLY4.71

XOM3.81

BAC2.88

DBEF2.31

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
7.36%
CORE S&P500 ETF
SHV
7.27%
SHRT TRS BD ETF
MDY
6.98%
UTSER1 S&PDCRP
VUG
5.68%
GROWTH ETF
VTV
5.63%
VALUE ETF
ITOT
4.92%
CORE S&P TTL STK
SLY
4.71%
S&P 600 SML CAP
XOM
3.81%
COM
BAC
2.88%
COM
DBEF
2.31%
XTRAK MSCI EAFE
COP
1.87%
COM
SPY
1.62%
TR UNIT
JNJ
1.47%
COM
MCD
1.43%
COM
MSFT
1.4%
COM
AAPL
1.34%
COM
PSX
1.31%
COM
T
1.3%
COM
SEIC
1.3%
COM
VZ
1.23%
COM
IEMG
1.19%
CORE MSCI EMKT
IEFA
1.18%
CORE MSCI EAFE
CVX
1.06%
COM
PEP
1.05%
COM
CFFN
1.01%
COM
WMT
0.93%
COM
UBS
0.93%
SHS
PG
0.87%
COM
RTN
0.8%
COM NEW
MMM
0.75%
COM
EQBK
0.72%
CL A
BBT
0.72%
COM
AMGN
0.69%
COM
PFE
0.61%
COM
MO
0.6%
COM
SGOL
0.57%
PHYSCL SWISS GLD
EVRG
0.55%
COM
BA
0.49%
COM
CSCO
0.48%
COM
DIA
0.48%
UT SER 1
SYK
0.47%
COM
BRK.A
0.46%
CL A
INTC
0.46%
COM
BRK.B
0.45%
CL B NEW
BMY
0.44%
COM
BND
0.44%
TOTAL BND MRKT
CNOB
0.43%
COM
JPM
0.41%
COM
ORCL
0.39%
COM
MRK
0.38%
COM
ETV
0.35%
COM
KO
0.35%
COM
IWM
0.34%
RUSSELL 2000 ETF
WBA
0.33%
COM
USB
0.32%
COM NEW
TFI
0.31%
NUVN BRCLY MUNI
DE
0.3%
COM
AMZN
0.29%
COM
CMCSA
0.29%
CL A
OKE
0.27%
COM
ED
0.27%
COM
BFK
0.27%
BRIC ETF
UTX
0.27%
COM
RDS/A
0.26%
SPONS ADR A
ABBV
0.26%
COM
YUM
0.26%
COM
MDLZ
0.26%
CL A
WFC
0.26%
COM
DWDP
0.25%
COM
WMB
0.25%
COM
GE
0.25%
COM
ITR
0.25%
INTR TRM CORP BD
PZA
0.24%
NATL AMT MUNI
NBH
0.24%
COM
SO
0.24%
COM
AGG
0.24%
CORE TOTUSBD ETF
MQY
0.23%
COM
V
0.23%
COM CL A
HON
0.23%
COM
RF
0.22%
COM
SHM
0.22%
NUVN BR SHT MUNI
BP
0.21%
SPONSORED ADR
CME
0.21%
COM
GOOG
0.21%
CAP STK CL C
CBSH
0.21%
COM
INCY
0.2%
COM
HD
0.2%
COM
NZF
0.2%
COM SH BEN INT
BSV
0.2%
SHORT TRM BOND
CTSH
0.19%
CL A
GPRK
0.19%
USD SHS
KMI
0.18%
COM
CSX
0.18%
COM
TJX
0.18%
COM
OTTR
0.18%
COM
TMO
0.18%
COM
ADBE
0.17%
COM
XBI
0.17%
S&P BIOTECH
NVS
0.17%
SPONSORED ADR
GOOGL
0.17%
CAP STK CL A
AZN
0.16%
SPONSORED ADR
PM
0.15%
COM
PMX
0.15%
COM
PPG
0.15%
COM
ARCC
0.15%
COM
EIM
0.15%
COM
MMP
0.15%
COM UNIT RP LP
GIS
0.15%
COM
HAE
0.15%
COM
PTY
0.14%
COM
CSQ
0.14%
COM SH BEN INT
VKQ
0.14%
COM
MYI
0.12%
COM
ETE
0.11%
COM UT LTD PTN
NCV
0.1%
COM
PFN
0.07%
COM
TRXC
0.02%
COM NEW
YUM
< 0.01%
CALL
YUM
< 0.01%
PUT
VTI
6.5%
TOTAL STK MKT
TOTL
2.5%
SPDR TR TACTIC
MUB
1.94%
NAT AMT FREE BD
IAGG
1.67%
CORE INTL AGGR
VEA
1.21%
FTSE DEV MKT ETF
VWO
1.17%
FTSE EMR MKT ETF
TIP
0.83%
TIPS BD ETF
EFA
0.38%
MSCI EAFE ETF
SGOL
0.36%
SHS
HYD
0.34%
HIGH YLD MUN ETF
BIL
0.29%
SPDR BLOOMBERG
ONEQ
0.25%
NDQ CP IDX TRK
ARKK
0.24%
INNOVATION ETF
EMQQ
0.2%
EMQQ EM INTERN
CAT
0.2%
COM
NVDA
0.19%
COM
GS
0.17%
COM
BABA
0.17%
SPONSORED ADS
GILD
0.16%
COM
CELG
0.14%
COM
IJR
0.14%
CORE S&P SCP ETF
GOVT
0.14%
U.S. TRS BD ETF
ARKG
0.13%
GEN REV MLTSCT
PPL
0.13%
COM
MINT
0.13%
ENHAN SHRT MAT
MDT
0.11%
SHS
KHC
0.11%
COM
TGT
0.11%
COM
UIHC
0.11%
COM
APU
0.11%
UNIT L P INT
CAH
0.11%
COM
TRIL
0.06%
COM NEW
CHK
0.02%
COM
CHK
0.01%
CALL