Wealth Alliance Advisory Group, LLC Diversified Active

Location: Wichita, KS

CIK: 0001735734 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jul 8, 2022

Total Value: $212M (100.0% shares, 0.0% debt)

Holdings (146)

IVV ISHARES TR 12.6%
Value $26.63M Shares 70,238 Est. Cost $311.69 Unrealized
VTV VANGUARD INDEX FDS 8.7%
Value $18.41M Shares 139,625 Est. Cost $115.73 Unrealized
ITOT ISHARES TR 7.4%
Value $15.59M Shares 186,021 Est. Cost $76.93 Unrealized
DEUS DBX ETF TR 6.4%
Value $13.64M Shares 341,597 Est. Cost $33.40 Unrealized
VUG VANGUARD INDEX FDS 5.6%
Value $11.77M Shares 52,812 Est. Cost $166.31 Unrealized
IEMG ISHARES INC 3.4%
Value $7.291M Shares 148,607 Est. Cost $54.27 Unrealized
XOM EXXON MOBIL CORP 3.3%
Value $6.959M Shares 81,254 Est. Cost $54.88 Unrealized +45.0%
AAPL APPLE INC 3.0%
Value $6.447M Shares 47,154 Est. Cost $94.86 Unrealized +56.7%
IJR ISHARES TR 2.7%
Value $5.715M Shares 61,846 Est. Cost $74.62 Unrealized
MSFT MICROSOFT CORP 2.1%
Value $4.345M Shares 16,917 Est. Cost $111.87 Unrealized +135.5%
JNJ JOHNSON & JOHNSON 1.4%
Value $2.988M Shares 16,835 Est. Cost $119.05 Unrealized +34.3%
COP CONOCOPHILLIPS 1.4%
Value $2.957M Shares 32,926 Est. Cost $43.89 Unrealized +104.9%
BAC BK OF AMERICA CORP 1.4%
Value $2.954M Shares 94,880 Est. Cost $27.27 Unrealized +20.0%
MCD MCDONALDS CORP 1.3%
Value $2.829M Shares 11,457 Est. Cost $150.73 Unrealized +50.2%
SPY SPDR S&P 500 ETF TR 1.3%
Value $2.681M Shares 7,108 Est. Cost $336.76 Unrealized
CVX CHEVRON CORP NEW 1.3%
Value $2.668M Shares 18,425 Est. Cost $92.79 Unrealized +53.8%
PEP PEPSICO INC 1.2%
Value $2.616M Shares 15,698 Est. Cost $99.68 Unrealized +50.3%
WMB WILLIAMS COS INC 1.1%
Value $2.384M Shares 76,393 Est. Cost $16.57 Unrealized +76.2%
SEIC SEI INVTS CO 1.0%
Value $2.026M Shares 37,504 Est. Cost $63.90 Unrealized -16.4%
PG PROCTER AND GAMBLE CO 0.9%
Value $1.989M Shares 13,835 Est. Cost $83.57 Unrealized +64.3%
EQBK EQUITY BANCSHARES INC 0.9%
Value $1.928M Shares 66,105 Est. Cost $28.18 Unrealized +5.0%
AMZN AMAZON COM INC 0.9%
Value $1.828M Shares 17,207 Est. Cost $124.23 Unrealized +0.7%
VZ VERIZON COMMUNICATIONS INC 0.9%
Value $1.805M Shares 35,564 Est. Cost $35.08 Unrealized +14.3%
RTX RAYTHEON TECHNOLOGIES CORP 0.8%
Value $1.733M Shares 18,034 Est. Cost $53.70 Unrealized +64.8%
UBS UBS GROUP AG 0.7%
Value $1.577M Shares 97,213 Est. Cost $17.40 Unrealized +0.8%
WMT WALMART INC 0.7%
Value $1.505M Shares 12,382 Est. Cost $28.26 Unrealized +55.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.7%
Value $1.438M Shares 5,266 Est. Cost $219.63 Unrealized +42.8%
GOOG ALPHABET INC 0.7%
Value $1.422M Shares 650 Est. Cost $72.66 Unrealized +61.4%
PFE PFIZER INC 0.7%
Value $1.378M Shares 26,287 Est. Cost $27.75 Unrealized +51.3%
NVDA NVIDIA CORPORATION 0.6%
Value $1.354M Shares 8,934 Est. Cost $17.16 Unrealized +9.8%
V VISA INC 0.6%
Value $1.35M Shares 6,856 Est. Cost $171.70 Unrealized +17.1%
PSX PHILLIPS 66 0.6%
Value $1.267M Shares 15,455 Est. Cost $71.24 Unrealized +13.6%
JPM JPMORGAN CHASE & CO 0.6%
Value $1.206M Shares 10,710 Est. Cost $104.18 Unrealized +8.5%
UNH UNITEDHEALTH GROUP INC 0.5%
Value $1.146M Shares 2,231 Est. Cost $329.36 Unrealized +43.0%
AMGN AMGEN INC 0.5%
Value $1.117M Shares 4,593 Est. Cost $143.13 Unrealized +52.7%
ABBV ABBVIE INC 0.5%
Value $1.099M Shares 7,174 Est. Cost $93.11 Unrealized +44.0%
SGOL ABRDN GOLD ETF TRUST 0.5%
Value $1.066M Shares 61,500 Est. Cost $25.53 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.5%
Value $1.027M Shares 3,337 Est. Cost $296.03 Unrealized
GD GENERAL DYNAMICS CORP 0.5%
Value $1.006M Shares 4,545 Est. Cost $213.45 Unrealized 0.0%
CSCO CISCO SYS INC 0.4%
Value $933K Shares 21,882 Est. Cost $40.52 Unrealized +5.7%
CFFN CAPITOL FED FINL INC 0.4%
Value $880K Shares 95,880 Est. Cost $7.80 Unrealized -2.3%
HON HONEYWELL INTL INC 0.4%
Value $841K Shares 4,838 Est. Cost $140.98 Unrealized +18.0%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.4%
Value $818K Shares 2 Est. Cost $308211.47 Unrealized +52.9%
HD HOME DEPOT INC 0.4%
Value $802K Shares 2,925 Est. Cost $192.53 Unrealized +39.7%
SYK STRYKER CORPORATION 0.4%
Value $801K Shares 4,025 Est. Cost $140.42 Unrealized +60.9%
MA MASTERCARD INCORPORATED 0.4%
Value $800K Shares 2,536 Est. Cost $329.01 Unrealized +2.5%
PAA PLAINS ALL AMERN PIPELINE L 0.4%
Value $772K Shares 78,580 Est. Cost $8.59 Unrealized
AMT AMERICAN TOWER CORP NEW 0.4%
Value $772K Shares 3,022 Est. Cost $201.26 Unrealized +10.4%
BP BP PLC 0.4%
Value $762K Shares 26,880 Est. Cost $36.78 Unrealized
XLE SELECT SECTOR SPDR TR 0.3%
Value $739K Shares 10,339 Est. Cost $63.72 Unrealized
UNP UNION PAC CORP 0.3%
Value $720K Shares 3,378 Est. Cost $170.26 Unrealized +22.6%
T AT&T INC 0.3%
Value $714K Shares 34,072 Est. Cost $15.30 Unrealized +6.5%
ORCL ORACLE CORP 0.3%
Value $673K Shares 9,631 Est. Cost $42.46 Unrealized +64.5%
BA BOEING CO 0.3%
Value $669K Shares 4,893 Est. Cost $250.62 Unrealized -41.1%
MRK MERCK & CO INC 0.3%
Value $668K Shares 7,323 Est. Cost $50.93 Unrealized +55.5%
TFC TRUIST FINL CORP 0.3%
Value $664K Shares 13,995 Est. Cost $40.92 Unrealized -0.3%
DVN DEVON ENERGY CORP NEW 0.3%
Value $657K Shares 11,927 Est. Cost $17.26 Unrealized +216.5%
CNOB CONNECTONE BANCORP INC 0.3%
Value $623K Shares 25,500 Est. Cost $21.67 Unrealized +13.9%
MO ALTRIA GROUP INC 0.3%
Value $622K Shares 14,895 Est. Cost $33.71 Unrealized +14.1%
ENB ENBRIDGE INC 0.3%
Value $615K Shares 14,559 Est. Cost $30.66 Unrealized +14.9%
FTNT FORTINET INC 0.3%
Value $580K Shares 10,250 Est. Cost $51.27 Unrealized +15.8%
GS GOLDMAN SACHS GROUP INC 0.3%
Value $579K Shares 1,950 Est. Cost $219.94 Unrealized +28.9%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value $577K Shares 1,062 Est. Cost $316.62 Unrealized +72.0%
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value $574K Shares 7,460 Est. Cost $47.02 Unrealized +38.2%
MDLZ MONDELEZ INTL INC 0.3%
Value $559K Shares 9,000 Est. Cost $36.12 Unrealized +58.5%
EATON VANCE TAX-MANAGED BUY- 0.3%
Value $547K Shares 40,502 Est. Cost $14.53 Unrealized
LLY LILLY ELI & CO 0.3%
Value $544K Shares 1,678 Est. Cost $113.52 Unrealized +156.3%
EOG EOG RES INC 0.3%
Value $543K Shares 4,914 Est. Cost $78.20 Unrealized +35.2%
LINDE PLC 0.3%
Value $533K Shares 1,855 Est. Cost $283.96 Unrealized
GOOGL ALPHABET INC 0.2%
Value $527K Shares 242 Est. Cost $63.36 Unrealized +84.4%
MMM 3M CO 0.2%
Value $501K Shares 3,875 Est. Cost $129.47 Unrealized -18.7%
SO SOUTHERN CO 0.2%
Value $501K Shares 7,022 Est. Cost $35.85 Unrealized +79.3%
INTC INTEL CORP 0.2%
Value $489K Shares 13,072 Est. Cost $43.08 Unrealized -5.7%
KO COCA COLA CO 0.2%
Value $469K Shares 7,451 Est. Cost $38.02 Unrealized +49.3%
IWM ISHARES TR 0.2%
Value $462K Shares 2,725 Est. Cost $169.54 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.2%
Value $449K Shares 11,839 Est. Cost $58.14 Unrealized
UPS UNITED PARCEL SERVICE INC 0.2%
Value $449K Shares 2,459 Est. Cost $143.65 Unrealized +6.8%
NEE NEXTERA ENERGY INC 0.2%
Value $441K Shares 5,693 Est. Cost $67.94 Unrealized +1.3%
DE DEERE & CO 0.2%
Value $430K Shares 1,435 Est. Cost $188.82 Unrealized +85.2%
OKE ONEOK INC NEW 0.2%
Value $420K Shares 7,559 Est. Cost $24.90 Unrealized +114.6%
META META PLATFORMS INC 0.2%
Value $412K Shares 2,558 Est. Cost $240.11 Unrealized -20.2%
F FORD MTR CO DEL 0.2%
Value $405K Shares 36,344 Est. Cost $6.48 Unrealized +62.7%
CBSH COMMERCE BANCSHARES INC 0.2%
Value $378K Shares 5,755 Est. Cost $39.31 Unrealized +40.3%
NUVEEN QUALITY MUNCP INCOME 0.2%
Value $373K Shares 29,898 Est. Cost $15.90 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value $371K Shares 774 Est. Cost $498.39 Unrealized -2.7%
QCOM QUALCOMM INC 0.2%
Value $365K Shares 2,855 Est. Cost $99.89 Unrealized +25.0%
BLACKROCK MUN INCOME TR 0.2%
Value $362K Shares 33,775 Est. Cost $13.90 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value $358K Shares 3,628 Est. Cost $57.51 Unrealized +48.5%
CONTINENTAL RES INC 0.2%
Value $354K Shares 5,421 Est. Cost $65.30 Unrealized
TGT TARGET CORP 0.2%
Value $350K Shares 2,478 Est. Cost $70.39 Unrealized +141.8%
BX BLACKSTONE INC 0.2%
Value $344K Shares 3,775 Est. Cost $43.48 Unrealized +121.0%
BLACKROCK MUNIYILD QULT FD I 0.2%
Value $343K Shares 27,022 Est. Cost $14.86 Unrealized
ETF MANAGERS TR 0.2%
Value $342K Shares 7,200 Est. Cost $38.06 Unrealized
CSX CSX CORP 0.2%
Value $335K Shares 11,520 Est. Cost $26.24 Unrealized +17.9%
ED CONSOLIDATED EDISON INC 0.2%
Value $333K Shares 3,500 Est. Cost $64.97 Unrealized +29.4%
SPYD SPDR SER TR 0.2%
Value $333K Shares 8,344 Est. Cost $27.87 Unrealized
GIS GENERAL MLS INC 0.2%
Value $329K Shares 4,359 Est. Cost $34.81 Unrealized +77.7%
INCY INCYTE CORP 0.2%
Value $328K Shares 4,320 Est. Cost $84.30 Unrealized -9.9%
DIS DISNEY WALT CO 0.2%
Value $324K Shares 3,431 Est. Cost $142.94 Unrealized -24.1%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value $319K Shares 2,261 Est. Cost $102.78 Unrealized +14.3%
POWW AMMO INC 0.1%
Value $314K Shares 81,498 Est. Cost $6.11 Unrealized -32.0%
CMCSA COMCAST CORP NEW 0.1%
Value $312K Shares 7,957 Est. Cost $27.47 Unrealized +39.6%
LMT LOCKHEED MARTIN CORP 0.1%
Value $304K Shares 708 Est. Cost $323.77 Unrealized +22.9%
KR KROGER CO 0.1%
Value $300K Shares 6,344 Est. Cost $38.48 Unrealized +27.9%
NUVEEN MUNICIPAL CREDIT INC 0.1%
Value $277K Shares 22,068 Est. Cost $14.84 Unrealized
KHC KRAFT HEINZ CO 0.1%
Value $276K Shares 7,224 Est. Cost $30.21 Unrealized +11.1%
EATON VANCE TAX ADVT DIV INC 0.1%
Value $275K Shares 11,537 Est. Cost $23.51 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.1%
Value $274K Shares 14,636 Est. Cost $11.65 Unrealized +51.0%
AVGO BROADCOM INC 0.1%
Value $272K Shares 560 Est. Cost $37.21 Unrealized +40.8%
USB US BANCORP DEL 0.1%
Value $268K Shares 5,820 Est. Cost $37.25 Unrealized +12.5%
KMB KIMBERLY-CLARK CORP 0.1%
Value $263K Shares 1,949 Est. Cost $115.10 Unrealized -0.3%
NEUBERGER BERMAN MUN FD INC 0.1%
Value $263K Shares 23,507 Est. Cost $14.50 Unrealized
BKE BUCKLE INC 0.1%
Value $260K Shares 9,400 Est. Cost $21.98 Unrealized 0.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.1%
Value $258K Shares 3,821 Est. Cost $49.31 Unrealized +46.1%
PARAMOUNT GLOBAL 0.1%
Value $253K Shares 10,271 Est. Cost $28.04 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value $249K Shares 10,205 Est. Cost $24.40 Unrealized
ARCC ARES CAPITAL CORP 0.1%
Value $249K Shares 13,900 Est. Cost $8.86 Unrealized +56.2%
CLX CLOROX CO DEL 0.1%
Value $237K Shares 1,681 Est. Cost $126.58 Unrealized 0.0%
NKE NIKE INC 0.1%
Value $237K Shares 2,321 Est. Cost $102.83 Unrealized +8.2%
NVS NOVARTIS AG 0.1%
Value $237K Shares 2,801 Est. Cost $85.76 Unrealized
ABT ABBOTT LABS 0.1%
Value $230K Shares 2,115 Est. Cost $81.19 Unrealized +30.7%
MAGELLAN MIDSTREAM PRTNRS LP 0.1%
Value $230K Shares 4,825 Est. Cost $42.49 Unrealized
INVESCO MUNICIPAL TRUST 0.1%
Value $229K Shares 22,501 Est. Cost $12.16 Unrealized
EVRG EVERGY INC 0.1%
Value $227K Shares 3,483 Est. Cost $41.21 Unrealized +41.4%
BHR BRAEMAR HOTELS & RESORTS INC 0.1%
Value $215K Shares 50,000 Est. Cost $2.29 Unrealized
FCX FREEPORT-MCMORAN INC 0.1%
Value $214K Shares 7,322 Est. Cost $23.81 Unrealized +59.3%
XLF SELECT SECTOR SPDR TR 0.1%
Value $212K Shares 6,737 Est. Cost $36.17 Unrealized
NEM NEWMONT CORP 0.1%
Value $206K Shares 3,460 Est. Cost $50.50 Unrealized +25.3%
SCHD SCHWAB STRATEGIC TR 0.1%
Value $206K Shares 2,870 Est. Cost $78.75 Unrealized
CAH CARDINAL HEALTH INC 0.1%
Value $205K Shares 3,915 Est. Cost $45.98 Unrealized +14.5%
DOW DOW INC 0.1%
Value $204K Shares 3,962 Est. Cost $48.78 Unrealized +6.2%
OGE OGE ENERGY CORP 0.1%
Value $202K Shares 5,236 Est. Cost $37.97 Unrealized +4.7%
MDT MEDTRONIC PLC 0.1%
Value $201K Shares 2,242 Est. Cost $82.49 Unrealized +9.6%
PIMCO CORPORATE & INCOME OPP 0.1%
Value $167K Shares 13,347 Est. Cost $16.19 Unrealized
EATON VANCE MUN BD FD 0.1%
Value $166K Shares 15,550 Est. Cost $12.47 Unrealized
XPMQX PIMCO MUN INCOME FD III 0.1%
Value $163K Shares 17,700 Est. Cost $11.77 Unrealized
ET ENERGY TRANSFER L P 0.1%
Value $159K Shares 15,946 Est. Cost $11.06 Unrealized
INVESCO TR INVT GRADE MUNS 0.1%
Value $144K Shares 13,697 Est. Cost $13.49 Unrealized
PHYS SPROTT PHYSICAL GOLD TR 0.1%
Value $143K Shares 10,089 Est. Cost $14.37 Unrealized
SA SEABRIDGE GOLD INC 0.1%
Value $137K Shares 11,050 Est. Cost $16.93 Unrealized -5.4%
AMCOR PLC 0.1%
Value $128K Shares 10,268 Est. Cost $10.63 Unrealized 0.0%
MACQUARIE / FIRST TR GLOBAL 0.1%
Value $114K Shares 13,000 Est. Cost $7.54 Unrealized
ANNALY CAPITAL MANAGEMENT IN 0.0%
Value $96,000 Shares 16,244 Est. Cost $6.81 Unrealized
PIMCO INCOME STRATEGY FD II 0.0%
Value $95,000 Shares 12,000 Est. Cost $10.05 Unrealized
YAMANA GOLD INC 0.0%
Value $73,000 Shares 15,700 Est. Cost $4.20 Unrealized
VBI VACCINES INC CDA 0.0%
Value $10,000 Shares 12,000 Est. Cost $2.33 Unrealized