Legal Name: WEALTH ALLIANCE ADVISORY GROUP, LLC
報告期間:
Jun 30, 2019
有効日:
Jul 17, 2019
| セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
|
ISHARES TR CORE S&P500 ETF (464287200)
|
40,910 |
$12,374k |
|
|
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)
|
32,317 |
$11,480k |
|
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
96,046 |
$10,846k |
|
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
56,985 |
$9,640k |
|
|
ISHARES TR CORE S&P TTL STK (464287150)
|
118,342 |
$8,078k |
|
|
ISHARES TR (464288679)
|
73,008 |
$8,070k |
|
|
SPDR SERIES TRUST (78464A813)
|
111,783 |
$7,520k |
|
|
Exxon Mobil Corp (30231G102)
|
72,499 |
$5,588k |
|
|
ISHARES INC CORE MSCI EMKT (46434G103)
|
77,489 |
$4,005k |
|
|
Bank of America Corp. (060505104)
|
133,995 |
$3,915k |
|
|
DBX ETF TR (233051200)
|
118,742 |
$3,793k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
8,936 |
$2,688k |
|
|
Apple Inc (037833100)
|
13,020 |
$2,672k |
|
|
ConocoPhillips (20825C104)
|
42,035 |
$2,549k |
|
|
MCDONALDS CORP (580135101)
|
10,810 |
$2,316k |
|
|
MICROSOFT CORP (594918104)
|
15,845 |
$2,201k |
|
|
Phillips 66 (718546104)
|
21,591 |
$2,181k |
|
|
SEI INVESTMENTS CO (784117103)
|
37,504 |
$2,115k |
|
|
JOHNSON & JOHNSON (478160104)
|
15,206 |
$2,048k |
|
|
ISHARES TR CORE MSCI EAFE (46432F842)
|
31,370 |
$1,934k |
|
|
PEPSICO INC (713448108)
|
13,975 |
$1,875k |
|
|
AT&T INC (00206R102)
|
54,482 |
$1,837k |
|
|
RAYTHEON (755111507)
|
10,228 |
$1,822k |
|
|
Equity Bancshares, Inc. (29460X109)
|
68,397 |
$1,705k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
28,227 |
$1,625k |
|
|
Chevron Corp (166764100)
|
12,628 |
$1,588k |
|
|
WALMART INC COM (931142103)
|
13,188 |
$1,516k |
|
|
PROCTER & GAMBLE CO (742718109)
|
13,011 |
$1,503k |
|
|
Capitol Federal Financial (14057J101)
|
106,101 |
$1,454k |
|
|
Williams Cos Inc/The (969457100)
|
45,755 |
$1,318k |
|
|
UBS GROUP AG (H42097107)
|
97,494 |
$1,185k |
|
|
CISCO SYSTEMS INC (17275R102)
|
16,644 |
$966k |
|
|
BB&T CORPORATION (054937107)
|
19,070 |
$953k |
|
|
PFIZER INC (717081103)
|
22,186 |
$948k |
|
|
Boeing Co/The (097023105)
|
2,605 |
$942k |
|
|
Amazon.com Inc (023135106)
|
465 |
$940k |
|
|
3M CO (88579Y101)
|
5,267 |
$910k |
|
|
ABERDEEN STD GOLD ETF TR (00326A104)
|
6,150 |
$839k |
|
|
AMGEN INC (031162100)
|
4,726 |
$832k |
|
|
STRYKER CORP (863667101)
|
4,025 |
$827k |
|
|
BP PLC (055622104)
|
18,806 |
$765k |
|
|
SPDR DOW JONES INDL (78467X109)
|
2,796 |
$765k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
3,429 |
$732k |
|
|
EVERGY INC (30034W106)
|
11,579 |
$706k |
|
|
CONNECTONE BANCORP INC NEW (20786w107)
|
30,834 |
$697k |
|
|
INTEL CORP (458140100)
|
13,616 |
$682k |
|
|
ORACLE CORP (68389X105)
|
11,248 |
$670k |
|
|
BERKSHIRE HATHAWAY (084670108)
|
2 |
$641k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
3,811 |
$592k |
|
|
COCA-COLA CO (191216100)
|
10,744 |
$560k |
|
|
MERCK & CO INC (58933Y105)
|
6,823 |
$552k |
|
|
EATON VANCE (27828Y108)
|
35,662 |
$549k |
|
|
VISA INC COM CL A (92826C839)
|
2,906 |
$525k |
|
|
Bristol-Myers Squibb Co (110122108)
|
11,325 |
$500k |
|
|
BLACKROCK MUN INCOME TR (09248F109)
|
34,820 |
$486k |
|
|
MONDELEZ INTL INC (609207105)
|
8,873 |
$485k |
|
|
ONEOK Inc (682680103)
|
6,794 |
$482k |
|
|
UNITED TECHNOLOGIES (913017109)
|
3,514 |
$468k |
|
|
ALTRIA GROUP INC (02209S103)
|
9,176 |
$455k |
|
|
NEUBERGER BERMAN MUNI FD INC (64124P101)
|
30,257 |
$450k |
|
|
YUM BRANDS INC (988498101)
|
3,967 |
$444k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
3,776 |
$430k |
|
|
Alphabet Inc (02079K107)
|
371 |
$427k |
|
|
HOME DEPOT INC (437076102)
|
1,937 |
$424k |
|
|
CONSOLDTD EDISON INC (209115104)
|
4,770 |
$422k |
|
|
HONEYWELL INTL INC (438516106)
|
2,355 |
$412k |
|
|
SOUTHERN CO (842587107)
|
7,313 |
$410k |
|
|
Deere & Co (244199105)
|
2,416 |
$401k |
|
|
COMCAST CORP (20030N101)
|
8,873 |
$397k |
|
|
NUVEEN MUNICIPAL CREDIT INC (67070X101)
|
24,500 |
$391k |
|
|
WALGREENS BOOTS ALLI (931427108)
|
6,753 |
$377k |
|
|
BLACKROCK MUNIYIELD QUALITY (09254F100)
|
24,152 |
$351k |
|
|
SPDR Nuveen Bloomberg Municipa (78468R721)
|
6,984 |
$351k |
|
|
Incyte Corp (45337C102)
|
4,300 |
$350k |
|
|
US BANCORP DEL (902973304)
|
6,333 |
$336k |
|
|
GENERAL MILLS INC (370334104)
|
6,296 |
$334k |
|
|
GEOPARK LIMITED COM USD0.001 (G38327105)
|
18,242 |
$333k |
|
|
NVIDIA Corp (67066G104)
|
1,912 |
$320k |
|
|
COMMERCE BANCSHARES (200525103)
|
5,459 |
$318k |
|
|
ADOBE INC (00724F101)
|
1,028 |
$317k |
|
|
Thermo Fisher Scientific Inc (883556102)
|
1,096 |
$317k |
|
|
GENERAL ELECTRIC CO (369604103)
|
30,751 |
$316k |
|
|
COGNIZANT TECH SOLNS (192446102)
|
4,600 |
$303k |
|
|
CSX CORP (126408103)
|
3,840 |
$301k |
|
|
GOLDMAN SACHS GROUP (38141G104)
|
1,425 |
$301k |
|
|
SPDR SERIES TRUST (78464A870)
|
3,460 |
$298k |
|
|
PIMCO Municipal Income Fund III (72201A103)
|
23,987 |
$295k |
|
|
PHILIP MORRIS INTL (718172109)
|
3,566 |
$291k |
|
|
EATON VANCE TAX ADV (27828G107)
|
11,572 |
$287k |
|
|
ETF MANAGERS TR ETHO CLIMATE (26924G888)
|
7,200 |
$287k |
|
|
ABBVIE INC (00287Y109)
|
4,026 |
$283k |
|
|
Royal Dutch Shell PLC (780259206)
|
4,340 |
$280k |
|
|
INVESCO MUN TR (46131J103)
|
22,000 |
$278k |
|
|
REGIONS FINL CORP (7591EP100)
|
18,415 |
$276k |
|
|
WELLS FARGO CO NEW (949746101)
|
5,906 |
$276k |
|
|
ALPHABET INC (02079K305)
|
238 |
$274k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E537)
|
10,354 |
$272k |
|
|
Facebook Inc (30303M102)
|
1,330 |
$271k |
|
|
VANGUARD BD INDEX FD INC (921937827)
|
3,359 |
$270k |
|
|
VANGUARD BD INDEX FD INC TOTAL BND MRKT (921937835)
|
3,269 |
$270k |
|
|
HAEMONETICS CORP/MASS (405024100)
|
2,000 |
$247k |
|
|
INTL BUSINESS MCHN (459200101)
|
1,700 |
$244k |
|
|
SPDR SER TR (78468R739)
|
4,892 |
$240k |
|
|
MAGELLAN MIDSTREAM (559080106)
|
3,575 |
$236k |
|
|
ASTRAZENECA (046353108)
|
5,700 |
$229k |
|
|
NOVARTIS AG (66987V109)
|
2,549 |
$228k |
|
|
TJX COMPANIES INC (872540109)
|
4,040 |
$228k |
|
|
Eaton Vance Insured Muni Bnd (27827X101)
|
18,050 |
$227k |
|
|
UNION PAC CORP (907818108)
|
1,317 |
$227k |
|
|
ALIBABA GROUP HLDG LTD (01609W102)
|
1,303 |
$226k |
|
|
PIMCO Corporate Opportunity (72201B101)
|
12,347 |
$225k |
|
|
QUALCOMM INC (747525103)
|
2,868 |
$216k |
|
|
KINDER MORGAN INC (49456B101)
|
10,120 |
$215k |
|
|
PLAINS ALL AMERN PIP (726503105)
|
8,691 |
$214k |
|
|
Fidelity Commonwealth TR Stk E (315912808)
|
651 |
$211k |
|
|
TARGET CORPORATION (87612E106)
|
2,400 |
$208k |
|
|
FORD MOTOR CO (345370860)
|
19,673 |
$205k |
|
|
AMERICAN TOWER CORP NEW (03027X100)
|
962 |
$203k |
|
|
DISNEY WALT CO (254687106)
|
1,395 |
$202k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
2,581 |
$201k |
|
|
ARES CAP CORP (04010L103)
|
10,900 |
$199k |
|
|
CALAMOS STRATEGIC TO (128125101)
|
15,097 |
$197k |
|
|
BLACKROCK MUNIYIELD QLTY FD (09254E103)
|
13,573 |
$179k |
|
|
WPX ENERGY INC (98212B103)
|
16,194 |
$173k |
|
|
ENERGY TRANSFER LP (29273V100)
|
10,952 |
$163k |
|
|
ALLIANZGI CONVERTIBLE & INCOME CEF (018828103)
|
19,812 |
$114k |
|
|
PIMCO INC STRGY FDII (72201J104)
|
10,435 |
$112k |
|
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