WEALTH ALLIANCE
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CMI | 3K | $1.18M |
 | GS | 3K | $2.22M |
 | OKE | 3K | $202.51K |
 | GEHC | 3K | $206.69K |
 | FIVE | 3K | $420.63K |
 | ASML | 3K | $2.62M |
 | SITE | 3K | $340.68K |
 | CL | 3K | $204.62K |
 | HLI | 3K | $515.70K |
 | FTNT | 3K | $210.35K |
 | KB | 2K | $201.07K |
 | DSGX | 2K | $224.17K |
 | JCI | 2K | $260.16K |
 | ICE | 2K | $395.20K |
 | AWI | 2K | $458.95K |
 | ISRG | 2K | $1.04M |
 | JKHY | 2K | $346.16K |
 | IRM | 2K | $236.93K |
 | HIG | 2K | $309.30K |
 | INTU | 2K | $1.57M |
Cummins Inc.
CMI
Shares Held
3K
Value
$1.18M
The Goldman Sachs Group, Inc.
GS
Shares Held
3K
Value
$2.22M
ONEOK, Inc.
OKE
Shares Held
3K
Value
$202.51K
GE HealthCare Technologies Inc.
GEHC
Shares Held
3K
Value
$206.69K
Five Below, Inc.
FIVE
Shares Held
3K
Value
$420.63K
ASML Holding N.V.
ASML
Shares Held
3K
Value
$2.62M
SiteOne Landscape Supply, Inc.
SITE
Shares Held
3K
Value
$340.68K
Colgate-Palmolive Company
CL
Shares Held
3K
Value
$204.62K
Houlihan Lokey, Inc.
HLI
Shares Held
3K
Value
$515.70K
Fortinet, Inc.
FTNT
Shares Held
3K
Value
$210.35K
KB Financial Group Inc.
KB
Shares Held
2K
Value
$201.07K
The Descartes Systems Group Inc.
DSGX
Shares Held
2K
Value
$224.17K
Johnson Controls International plc
JCI
Shares Held
2K
Value
$260.16K
Intercontinental Exchange, Inc.
ICE
Shares Held
2K
Value
$395.20K
Armstrong World Industries, Inc.
AWI
Shares Held
2K
Value
$458.95K
Intuitive Surgical, Inc.
ISRG
Shares Held
2K
Value
$1.04M
Jack Henry & Associates, Inc.
JKHY
Shares Held
2K
Value
$346.16K
Iron Mountain Incorporated
IRM
Shares Held
2K
Value
$236.93K
The Hartford Financial Services Group, Inc.
HIG
Shares Held
2K
Value
$309.30K
Intuit Inc.
INTU
Shares Held
2K
Value
$1.57M