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Matthew G. Catlin

@Wealth Alliance Advisory Group, Llc

Latest period2024 - Q4ReportedManaged Assets$473.081MTotal holdings188
Assets growth rate-0.63%Assets growth rate (2-Q avg)3.31%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Wealth Alliance Advisory Group, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 188 positions.

Assets under management

The assets under management (AUM) of Wealth Alliance Advisory Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 473.081M in assets, with a quarterly growth rate of -0.63% and a 2-quarter average growth rate of 3.31%. The portfolio is managed by Matthew G. Catlin, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VVisa Inc
Recent Activity
Increased 0.52%
0.54%
$2.522M
7,979 shares@ $316.06 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 43.47%
0.44%
$2.064M
3,522 shares@ $586.09 avg price
RTXRtx Corporation
Recent Activity
Increased 19.67%
0.43%
$2M
17,281 shares@ $115.73 avg price
HDHome Depot Inc
Recent Activity
Increased 0.46%
0.39%
$1.809M
4,650 shares@ $388.96 avg price
OKEOneok Inc New
Recent Activity
Increased 0.03%
0.38%
$1.752M
17,453 shares@ $100.4 avg price
AMGNAmgen Inc
Recent Activity
Increased 0.25%
0.37%
$1.717M
6,589 shares@ $260.65 avg price
ABBVAbbvie Inc
Recent Activity
Increased 21.74%
0.35%
$1.648M
9,276 shares@ $177.7 avg price
SGOLEtfs Gold Tr
Recent Activity
Increased 0.01%
0.33%
$1.554M
62,017 shares@ $25.06 avg price
PAAPlains All Amern Pipeline L
Recent Activity
Increased 1.35%
0.33%
$1.543M
90,350 shares@ $17.08 avg price
CRMSalesforce Inc
Recent Activity
Increased 30.57%
0.32%
$1.513M
4,524 shares@ $334.36 avg price