WEALTH ALLIANCE
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DHR | 3K | $663.39K |
 | WK | 3K | $281.31K |
 | COF | 3K | $694.13K |
 | NFLX | 3K | $3.89M |
 | STLD | 3K | $446.67K |
 | CHD | 3K | $279.18K |
 | ADP | 3K | $932.35K |
 | UNH | 3K | $1.09M |
 | SPGI | 3K | $1.54M |
 | AIG | 3K | $245.70K |
 | LMT | 3K | $1.56M |
 | SSNC | 3K | $274.13K |
 | MET | 3K | $254.07K |
 | DDOG | 3K | $424.95K |
 | TEL | 3K | $654.22K |
 | RPM | 3K | $344.57K |
 | USFD | 3K | $223.84K |
 | TT | 3K | $1.23M |
 | CDW | 3K | $452.88K |
 | HAS | 3K | $214.12K |
Danaher Corporation
DHR
Shares Held
3K
Value
$663.39K
Workiva Inc.
WK
Shares Held
3K
Value
$281.31K
Capital One Financial Corporation
COF
Shares Held
3K
Value
$694.13K
Netflix, Inc.
NFLX
Shares Held
3K
Value
$3.89M
Steel Dynamics, Inc.
STLD
Shares Held
3K
Value
$446.67K
Church & Dwight Co., Inc.
CHD
Shares Held
3K
Value
$279.18K
Automatic Data Processing, Inc.
ADP
Shares Held
3K
Value
$932.35K
UnitedHealth Group Incorporated
UNH
Shares Held
3K
Value
$1.09M
S&P Global Inc.
SPGI
Shares Held
3K
Value
$1.54M
American International Group, Inc.
AIG
Shares Held
3K
Value
$245.70K
Lockheed Martin Corporation
LMT
Shares Held
3K
Value
$1.56M
SS&C Technologies Holdings, Inc.
SSNC
Shares Held
3K
Value
$274.13K
MetLife, Inc.
MET
Shares Held
3K
Value
$254.07K
Datadog, Inc.
DDOG
Shares Held
3K
Value
$424.95K
TE Connectivity Ltd.
TEL
Shares Held
3K
Value
$654.22K
RPM International Inc.
RPM
Shares Held
3K
Value
$344.57K
US Foods Holding Corp.
USFD
Shares Held
3K
Value
$223.84K
Trane Technologies plc
TT
Shares Held
3K
Value
$1.23M
CDW Corporation
CDW
Shares Held
3K
Value
$452.88K
Hasbro, Inc.
HAS
Shares Held
3K
Value
$214.12K