Matthew G. Catlin

@Wealth Alliance Advisory Group, Llc

Latest period2024 - Q4

Reported4d ago

Managed Assets$473.081M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
GLDSpdr Gold Tr Recent Activity Increased 28.83%	0.06%	$276,997 1,144 shares@ $242.14 avg price	Increased 28.83%
TROWPrice T Rowe Group Inc Recent Activity Increased 0.29%	0.06%	$276,392 2,444 shares@ $113.1 avg price	Increased 0.29%
PANWPalo Alto Networks Inc Recent Activity Increased 130.42%	0.06%	$272,940 1,500 shares@ $181.96 avg price	Increased 130.42%
FITBFifth Third Bancorp Recent Activity Increased 0.04%	0.06%	$269,028 6,363 shares@ $42.29 avg price	Increased 0.04%
XLFSelect Sector Spdr Tr Recent Activity Increased 0.02%	0.06%	$260,774 5,396 shares@ $48.33 avg price	Increased 0.02%
LYBLyondellbasell Industries N Recent Activity Increased 1.83%	0.06%	$244,571 3,293 shares@ $74.27 avg price	Increased 1.83%
PHYSSprott Physical Gold Tr Recent Activity Increased 4.32%	0.06%	$243,472 12,089 shares@ $20.14 avg price	Increased 4.32%