Long-term investor
Wealth Alliance, LLC @wealthalliancellc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001793904).
Record
- Tracked since 2025-06-30 (434 days), 135 trades recorded
- Returns: week n/a · month n/a · 90 days +9.5% · 6 months +9.3% · 1 year +17.2% · all +17.2%
- Max drawdown -2.1% · Sharpe 1.07 · win rate 30% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 9.0% · long · since 2025-06-30
- IVV · 5.2% · long · since 2025-06-30
- DYNF · 3.8% · long · since 2025-06-30
- IVW · 3.7% · long · since 2025-06-30
- IUSB · 3.2% · long · since 2025-06-30
- IVE · 2.3% · long · since 2025-06-30
- IEMG · 1.4% · long · since 2025-06-30
- MSFT · 1.4% · long · since 2025-06-30
- BAI · 1.4% · long · since 2025-06-30
- NVDA · 1.2% · long · since 2025-06-30
- AMLP · 1.2% · long · since 2025-06-30
- OEF · 1.2% · long · since 2025-06-30