WEALTH ALLIANCE
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AVGO | 26K | $8.66M |
 | CSCO | 26K | $1.79M |
 | PLD | 26K | $2.92M |
 | WMB | 26K | $1.62M |
 | ABEV | 25K | $56.59K |
 | O | 25K | $1.54M |
 | PG | 25K | $3.86M |
 | HDB | 25K | $856.24K |
 | MDLZ | 24K | $1.51M |
 | XEL | 24K | $1.91M |
 | CCCS | 24K | $215.08K |
 | ABBV | 24K | $5.46M |
 | CVX | 23K | $3.61M |
 | PEP | 23K | $3.24M |
 | CMCSA | 22K | $706.02K |
 | LYG | 22K | $99.69K |
 | CSX | 21K | $748.73K |
 | VICI | 21K | $671.42K |
 | TRP | 20K | $1.09M |
 | DUK | 19K | $2.36M |
Broadcom Inc.
AVGO
Shares Held
26K
Value
$8.66M
Cisco Systems, Inc.
CSCO
Shares Held
26K
Value
$1.79M
Prologis, Inc.
PLD
Shares Held
26K
Value
$2.92M
The Williams Companies, Inc.
WMB
Shares Held
26K
Value
$1.62M
Ambev S.A.
ABEV
Shares Held
25K
Value
$56.59K
Realty Income Corporation
O
Shares Held
25K
Value
$1.54M
The Procter & Gamble Company
PG
Shares Held
25K
Value
$3.86M
HDFC Bank Limited
HDB
Shares Held
25K
Value
$856.24K
Mondelez International, Inc.
MDLZ
Shares Held
24K
Value
$1.51M
Xcel Energy Inc.
XEL
Shares Held
24K
Value
$1.91M
CCC Intelligent Solutions Holdings Inc.
CCCS
Shares Held
24K
Value
$215.08K
AbbVie Inc.
ABBV
Shares Held
24K
Value
$5.46M
Chevron Corporation
CVX
Shares Held
23K
Value
$3.61M
PepsiCo, Inc.
PEP
Shares Held
23K
Value
$3.24M
Comcast Corporation
CMCSA
Shares Held
22K
Value
$706.02K
Lloyds Banking Group plc
LYG
Shares Held
22K
Value
$99.69K
CSX Corporation
CSX
Shares Held
21K
Value
$748.73K
VICI Properties Inc.
VICI
Shares Held
21K
Value
$671.42K
TC Energy Corporation
TRP
Shares Held
20K
Value
$1.09M
Duke Energy Corporation
DUK
Shares Held
19K
Value
$2.36M