Wealth Alliance Advisory Group, LLC Diversified Active

Location: Wichita, KS

CIK: 0001735734 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: Apr 18, 2022

Total Value: $231M (100.0% shares, 0.0% debt)

Holdings (155)

IVV ISHARES TR 10.4%
Value $24.05M Shares 53,019 Est. Cost $289.78 Unrealized
VTV VANGUARD INDEX FDS 8.3%
Value $19.16M Shares 129,685 Est. Cost $114.49 Unrealized
DEUS DBX ETF TR 6.2%
Value $14.4M Shares 315,929 Est. Cost $32.86 Unrealized
VUG VANGUARD INDEX FDS 6.0%
Value $13.87M Shares 48,229 Est. Cost $160.94 Unrealized
ITOT ISHARES TR 6.0%
Value $13.76M Shares 136,331 Est. Cost $74.44 Unrealized
AAPL APPLE INC 3.3%
Value $7.669M Shares 43,919 Est. Cost $90.89 Unrealized +81.4%
IEMG ISHARES INC 3.3%
Value $7.514M Shares 135,264 Est. Cost $54.79 Unrealized
XOM EXXON MOBIL CORP 2.9%
Value $6.621M Shares 80,165 Est. Cost $54.54 Unrealized +24.5%
TBX PROSHARES TR 2.7%
Value $6.167M Shares 238,572 Est. Cost $25.15 Unrealized
IJR ISHARES TR 2.7%
Value $6.128M Shares 56,807 Est. Cost $73.04 Unrealized
MSFT MICROSOFT CORP 2.2%
Value $5.018M Shares 16,276 Est. Cost $105.90 Unrealized +175.2%
BAC BK OF AMERICA CORP 1.7%
Value $3.851M Shares 93,421 Est. Cost $27.19 Unrealized +50.1%
COP CONOCOPHILLIPS 1.4%
Value $3.285M Shares 32,855 Est. Cost $43.89 Unrealized +81.5%
SHV ISHARES TR 1.4%
Value $3.159M Shares 28,653 Est. Cost $110.25 Unrealized
CVX CHEVRON CORP NEW 1.2%
Value $2.875M Shares 17,659 Est. Cost $90.62 Unrealized +35.4%
JNJ JOHNSON & JOHNSON 1.2%
Value $2.762M Shares 15,584 Est. Cost $115.76 Unrealized +31.1%
MCD MCDONALDS CORP 1.2%
Value $2.694M Shares 10,894 Est. Cost $146.82 Unrealized +55.1%
AMZN AMAZON COM INC 1.1%
Value $2.617M Shares 803 Est. Cost $105.82 Unrealized +46.0%
WMB WILLIAMS COS INC 1.1%
Value $2.545M Shares 76,169 Est. Cost $16.57 Unrealized +54.1%
PEP PEPSICO INC 1.1%
Value $2.51M Shares 14,997 Est. Cost $97.33 Unrealized +52.5%
NVDA NVIDIA CORPORATION 1.0%
Value $2.261M Shares 8,287 Est. Cost $17.03 Unrealized +47.0%
SEIC SEI INVTS CO 1.0%
Value $2.258M Shares 37,504 Est. Cost $63.90 Unrealized -11.8%
EQBK EQUITY BANCSHARES INC 0.9%
Value $2.134M Shares 66,035 Est. Cost $28.18 Unrealized +8.8%
PG PROCTER AND GAMBLE CO 0.9%
Value $2.084M Shares 13,638 Est. Cost $82.80 Unrealized +71.7%
WMT WALMART INC 0.8%
Value $1.92M Shares 12,890 Est. Cost $28.26 Unrealized +57.8%
UBS UBS GROUP AG 0.8%
Value $1.9M Shares 97,213 Est. Cost $17.40 Unrealized +8.7%
RTX RAYTHEON TECHNOLOGIES CORP 0.8%
Value $1.786M Shares 18,027 Est. Cost $53.70 Unrealized +61.6%
VZ VERIZON COMMUNICATIONS INC 0.7%
Value $1.724M Shares 33,848 Est. Cost $34.83 Unrealized +19.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.7%
Value $1.702M Shares 4,822 Est. Cost $210.96 Unrealized +53.3%
GOOG ALPHABET INC 0.7%
Value $1.659M Shares 594 Est. Cost $68.46 Unrealized +97.1%
V VISA INC 0.6%
Value $1.394M Shares 6,286 Est. Cost $169.04 Unrealized +24.3%
PFE PFIZER INC 0.6%
Value $1.313M Shares 25,354 Est. Cost $27.23 Unrealized +56.0%
PSX PHILLIPS 66 0.5%
Value $1.26M Shares 14,581 Est. Cost $70.66 Unrealized +3.1%
JPM JPMORGAN CHASE & CO 0.5%
Value $1.197M Shares 8,784 Est. Cost $102.24 Unrealized +30.7%
SPY SPDR S&P 500 ETF TR 0.5%
Value $1.194M Shares 2,644 Est. Cost $268.51 Unrealized
SGOL ABRDN GOLD ETF TRUST 0.5%
Value $1.143M Shares 61,500 Est. Cost $25.53 Unrealized
AMGN AMGEN INC 0.5%
Value $1.111M Shares 4,593 Est. Cost $143.13 Unrealized +42.0%
CSCO CISCO SYS INC 0.5%
Value $1.108M Shares 19,870 Est. Cost $40.29 Unrealized +24.8%
SYK STRYKER CORPORATION 0.5%
Value $1.077M Shares 4,029 Est. Cost $140.42 Unrealized +76.8%
ABBV ABBVIE INC 0.5%
Value $1.077M Shares 6,642 Est. Cost $89.83 Unrealized +40.7%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.5%
Value $1.058M Shares 2 Est. Cost $308211.47 Unrealized +57.5%
CFFN CAPITOL FED FINL INC 0.5%
Value $1.043M Shares 95,880 Est. Cost $7.80 Unrealized +8.9%
UNH UNITEDHEALTH GROUP INC 0.4%
Value $1.006M Shares 1,972 Est. Cost $310.75 Unrealized +45.2%
BA BOEING CO 0.4%
Value $866K Shares 4,523 Est. Cost $259.06 Unrealized -22.5%
HON HONEYWELL INTL INC 0.4%
Value $863K Shares 4,433 Est. Cost $138.67 Unrealized +22.9%
PAA PLAINS ALL AMERN PIPELINE L 0.4%
Value $846K Shares 78,580 Est. Cost $8.59 Unrealized
UNP UNION PAC CORP 0.4%
Value $833K Shares 3,049 Est. Cost $166.10 Unrealized +38.8%
CNOB CONNECTONE BANCORP INC 0.4%
Value $816K Shares 25,500 Est. Cost $21.67 Unrealized +36.2%
HD HOME DEPOT INC 0.3%
Value $804K Shares 2,686 Est. Cost $185.73 Unrealized +69.1%
BP BP PLC 0.3%
Value $802K Shares 27,277 Est. Cost $36.78 Unrealized
ORCL ORACLE CORP 0.3%
Value $797K Shares 9,631 Est. Cost $42.46 Unrealized +81.3%
XLE SELECT SECTOR SPDR TR 0.3%
Value $790K Shares 10,338 Est. Cost $63.72 Unrealized
MA MASTERCARD INCORPORATED 0.3%
Value $787K Shares 2,202 Est. Cost $327.75 Unrealized +7.3%
TFC TRUIST FINL CORP 0.3%
Value $784K Shares 13,828 Est. Cost $40.92 Unrealized +23.7%
T AT&T INC 0.3%
Value $784K Shares 33,169 Est. Cost $15.27 Unrealized -2.4%
MO ALTRIA GROUP INC 0.3%
Value $723K Shares 13,835 Est. Cost $33.35 Unrealized +11.3%
FTNT FORTINET INC 0.3%
Value $701K Shares 2,050 Est. Cost $18.82 Unrealized +230.3%
DVN DEVON ENERGY CORP NEW 0.3%
Value $681K Shares 11,518 Est. Cost $15.93 Unrealized +179.7%
ENB ENBRIDGE INC 0.3%
Value $671K Shares 14,552 Est. Cost $30.66 Unrealized +8.6%
INTC INTEL CORP 0.3%
Value $646K Shares 13,032 Est. Cost $43.08 Unrealized +7.2%
F FORD MTR CO DEL 0.3%
Value $641K Shares 37,907 Est. Cost $6.48 Unrealized +124.4%
AMT AMERICAN TOWER CORP NEW 0.3%
Value $639K Shares 2,545 Est. Cost $197.34 Unrealized +8.9%
EATON VANCE TAX-MANAGED BUY- 0.3%
Value $633K Shares 40,502 Est. Cost $14.53 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value $627K Shares 1,062 Est. Cost $316.62 Unrealized +79.4%
MRK MERCK & CO INC 0.3%
Value $610K Shares 7,430 Est. Cost $50.93 Unrealized +37.1%
NTR NUTRIEN LTD 0.3%
Value $609K Shares 5,856 Est. Cost $65.52 Unrealized +12.1%
GOOGL ALPHABET INC 0.3%
Value $598K Shares 215 Est. Cost $56.65 Unrealized +138.0%
MDLZ MONDELEZ INTL INC 0.2%
Value $565K Shares 9,000 Est. Cost $36.12 Unrealized +62.4%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value $548K Shares 7,507 Est. Cost $47.02 Unrealized +20.9%
TGT TARGET CORP 0.2%
Value $546K Shares 2,571 Est. Cost $70.39 Unrealized +171.8%
OKE ONEOK INC NEW 0.2%
Value $533K Shares 7,547 Est. Cost $24.90 Unrealized +108.9%
DE DEERE & CO 0.2%
Value $530K Shares 1,276 Est. Cost $168.78 Unrealized +115.1%
EOG EOG RES INC 0.2%
Value $527K Shares 4,422 Est. Cost $75.13 Unrealized +24.4%
LINDE PLC 0.2%
Value $519K Shares 1,624 Est. Cost $283.48 Unrealized
SO SOUTHERN CO 0.2%
Value $511K Shares 7,042 Est. Cost $35.85 Unrealized +63.7%
WALGREENS BOOTS ALLIANCE INC 0.2%
Value $499K Shares 11,146 Est. Cost $59.39 Unrealized
BX BLACKSTONE INC 0.2%
Value $489K Shares 3,850 Est. Cost $43.48 Unrealized +146.6%
META META PLATFORMS INC 0.2%
Value $483K Shares 2,171 Est. Cost $248.76 Unrealized -0.2%
LLY LILLY ELI & CO 0.2%
Value $480K Shares 1,675 Est. Cost $113.52 Unrealized +118.9%
GS GOLDMAN SACHS GROUP INC 0.2%
Value $479K Shares 1,450 Est. Cost $198.00 Unrealized +61.5%
UPS UNITED PARCEL SERVICE INC 0.2%
Value $465K Shares 2,167 Est. Cost $142.34 Unrealized +24.5%
KO COCA COLA CO 0.2%
Value $462K Shares 7,451 Est. Cost $38.02 Unrealized +42.2%
DIS DISNEY WALT CO 0.2%
Value $450K Shares 3,281 Est. Cost $144.52 Unrealized -2.3%
NEE NEXTERA ENERGY INC 0.2%
Value $432K Shares 5,099 Est. Cost $67.83 Unrealized +6.2%
CSX CSX CORP 0.2%
Value $431K Shares 11,520 Est. Cost $26.24 Unrealized +27.6%
FCX FREEPORT-MCMORAN INC 0.2%
Value $425K Shares 8,550 Est. Cost $23.81 Unrealized +75.7%
ETF MANAGERS TR 0.2%
Value $421K Shares 7,200 Est. Cost $38.06 Unrealized
CBSH COMMERCE BANCSHARES INC 0.2%
Value $412K Shares 5,755 Est. Cost $39.31 Unrealized +45.3%
BLACKROCK MUN INCOME TR 0.2%
Value $411K Shares 33,775 Est. Cost $13.90 Unrealized
POWW AMMO INC 0.2%
Value $391K Shares 81,498 Est. Cost $6.11 Unrealized -23.4%
NUVEEN QUALITY MUNCP INCOME 0.2%
Value $391K Shares 29,239 Est. Cost $15.98 Unrealized
PARAMOUNT GLOBAL 0.2%
Value $377K Shares 9,961 Est. Cost $28.15 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value $377K Shares 655 Est. Cost $500.83 Unrealized 0.0%
KR KROGER CO 0.2%
Value $375K Shares 6,544 Est. Cost $38.48 Unrealized +18.6%
CMCSA COMCAST CORP NEW 0.2%
Value $373K Shares 7,957 Est. Cost $27.47 Unrealized +56.0%
QCOM QUALCOMM INC 0.2%
Value $371K Shares 2,425 Est. Cost $95.45 Unrealized +60.9%
MMM 3M CO 0.2%
Value $370K Shares 2,485 Est. Cost $143.04 Unrealized -19.9%
SPYD SPDR SER TR 0.2%
Value $367K Shares 8,344 Est. Cost $27.87 Unrealized
BLACKROCK MUNIYILD QULT FD I 0.2%
Value $364K Shares 26,368 Est. Cost $14.92 Unrealized
INCY INCYTE CORP 0.1%
Value $343K Shares 4,320 Est. Cost $84.30 Unrealized -13.7%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.1%
Value $341K Shares 3,800 Est. Cost $49.31 Unrealized +67.2%
PM PHILIP MORRIS INTL INC 0.1%
Value $341K Shares 3,628 Est. Cost $57.51 Unrealized +44.0%
LMT LOCKHEED MARTIN CORP 0.1%
Value $341K Shares 773 Est. Cost $323.77 Unrealized +12.8%
BARRICK GOLD CORP 0.1%
Value $338K Shares 13,759 Est. Cost $24.57 Unrealized
EATON VANCE TAX ADVT DIV INC 0.1%
Value $334K Shares 11,537 Est. Cost $23.51 Unrealized
GNR SPDR INDEX SHS FDS 0.1%
Value $331K Shares 5,277 Est. Cost $62.73 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.1%
Value $326K Shares 14,636 Est. Cost $11.65 Unrealized +70.8%
ED CONSOLIDATED EDISON INC 0.1%
Value $322K Shares 3,400 Est. Cost $64.41 Unrealized +17.4%
XLP SELECT SECTOR SPDR TR 0.1%
Value $318K Shares 4,188 Est. Cost $77.17 Unrealized
NUVEEN MUNICIPAL CREDIT INC 0.1%
Value $312K Shares 21,332 Est. Cost $14.91 Unrealized
NEUBERGER BERMAN MUN FD INC 0.1%
Value $312K Shares 23,507 Est. Cost $14.50 Unrealized
BHR BRAEMAR HOTELS & RESORTS INC 0.1%
Value $309K Shares 50,000 Est. Cost $2.29 Unrealized
USB US BANCORP DEL 0.1%
Value $309K Shares 5,820 Est. Cost $37.25 Unrealized +28.4%
AVGO BROADCOM INC 0.1%
Value $306K Shares 486 Est. Cost $34.90 Unrealized +57.8%
GIS GENERAL MLS INC 0.1%
Value $299K Shares 4,417 Est. Cost $34.81 Unrealized +68.9%
ARCC ARES CAPITAL CORP 0.1%
Value $291K Shares 13,900 Est. Cost $8.86 Unrealized +65.2%
TSLA TESLA INC 0.1%
Value $279K Shares 259 Est. Cost $335.39 Unrealized -7.1%
NEM NEWMONT CORP 0.1%
Value $261K Shares 3,291 Est. Cost $49.84 Unrealized +20.5%
GE GENERAL ELECTRIC CO 0.1%
Value $260K Shares 2,838 Est. Cost $61.56 Unrealized -4.9%
XLF SELECT SECTOR SPDR TR 0.1%
Value $258K Shares 6,721 Est. Cost $36.17 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value $257K Shares 742 Est. Cost $254.98 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value $256K Shares 1,972 Est. Cost $100.62 Unrealized +11.4%
MDT MEDTRONIC PLC 0.1%
Value $254K Shares 2,290 Est. Cost $82.49 Unrealized +13.6%
NVS NOVARTIS AG 0.1%
Value $252K Shares 2,872 Est. Cost $85.76 Unrealized
NKE NIKE INC 0.1%
Value $251K Shares 1,866 Est. Cost $100.77 Unrealized +30.9%
ABT ABBOTT LABS 0.1%
Value $248K Shares 2,098 Est. Cost $81.19 Unrealized +42.1%
INVESCO MUN TR 0.1%
Value $247K Shares 21,491 Est. Cost $12.26 Unrealized
EVRG EVERGY INC 0.1%
Value $245K Shares 3,582 Est. Cost $41.21 Unrealized +33.1%
GILD GILEAD SCIENCES INC 0.1%
Value $241K Shares 4,058 Est. Cost $53.36 Unrealized +3.4%
KHC KRAFT HEINZ CO 0.1%
Value $239K Shares 6,077 Est. Cost $29.57 Unrealized +4.9%
MAGELLAN MIDSTREAM PRTNRS LP 0.1%
Value $237K Shares 4,825 Est. Cost $42.49 Unrealized
RRC RANGE RES CORP 0.1%
Value $234K Shares 7,700 Est. Cost $22.82 Unrealized 0.0%
ONEQ FIDELITY COMWLTH TR 0.1%
Value $229K Shares 4,130 Est. Cost $89.20 Unrealized
SCHD SCHWAB STRATEGIC TR 0.1%
Value $226K Shares 2,870 Est. Cost $78.75 Unrealized
LULU LULULEMON ATHLETICA INC 0.1%
Value $226K Shares 620 Est. Cost $329.33 Unrealized -1.2%
CAH CARDINAL HEALTH INC 0.1%
Value $222K Shares 3,915 Est. Cost $45.98 Unrealized +7.0%
SPIRIT AEROSYSTEMS HLDGS INC 0.1%
Value $221K Shares 4,526 Est. Cost $48.83 Unrealized
KMB KIMBERLY-CLARK CORP 0.1%
Value $219K Shares 1,782 Est. Cost $115.13 Unrealized -1.0%
DOW DOW INC 0.1%
Value $215K Shares 3,380 Est. Cost $48.26 Unrealized 0.0%
WFC WELLS FARGO CO NEW 0.1%
Value $215K Shares 4,433 Est. Cost $39.98 Unrealized +21.3%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.1%
Value $210K Shares 2,995 Est. Cost $58.02 Unrealized 0.0%
CIBR FIRST TR EXCHANGE TRADED FD 0.1%
Value $208K Shares 3,919 Est. Cost $53.07 Unrealized
OGE OGE ENERGY CORP 0.1%
Value $207K Shares 5,086 Est. Cost $37.92 Unrealized 0.0%
PIMCO CORPORATE & INCOME OPP 0.1%
Value $205K Shares 13,347 Est. Cost $16.19 Unrealized
SA SEABRIDGE GOLD INC 0.1%
Value $185K Shares 10,000 Est. Cost $17.03 Unrealized 0.0%
XPMQX PIMCO MUN INCOME FD III 0.1%
Value $184K Shares 17,700 Est. Cost $11.77 Unrealized
ET ENERGY TRANSFER L P 0.1%
Value $182K Shares 16,226 Est. Cost $11.06 Unrealized
EATON VANCE MUN BD FD 0.1%
Value $175K Shares 15,234 Est. Cost $12.51 Unrealized
PHYS SPROTT PHYSICAL GOLD TR 0.1%
Value $155K Shares 10,089 Est. Cost $14.37 Unrealized
INVESCO TR INVT GRADE MUNS 0.1%
Value $150K Shares 12,929 Est. Cost $13.67 Unrealized
MACQUARIE / FIRST TR GLOBAL 0.1%
Value $132K Shares 13,000 Est. Cost $7.54 Unrealized
ANNALY CAPITAL MANAGEMENT IN 0.0%
Value $105K Shares 14,944 Est. Cost $6.89 Unrealized
PIMCO INCOME STRATEGY FD II 0.0%
Value $104K Shares 12,000 Est. Cost $10.05 Unrealized
YAMANA GOLD INC 0.0%
Value $88,000 Shares 15,700 Est. Cost $4.20 Unrealized
VBI VACCINES INC CDA 0.0%
Value $20,000 Shares 12,000 Est. Cost $2.33 Unrealized