Alliance Wealth Advisors
Latest statistics and disclosures from Alliance Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are UITB, DGRO, PLTR, QQQ, VTV, and represent 40.83% of Alliance Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: VTV (+$6.1M), PLTR, DGRO, UITB, AVUV, CVS, WEC, CHKP, CMCSA, FI.
- Started 4 new stock positions in WEC, FI, CHKP, CVS.
- Reduced shares in these 10 stocks: RDVY, JAVA, VEA, NVDA, AVGO, GLD, TDG, , IXUS, NIO.
- Sold out of its positions in ADBE, DEO, DOW, FIS, CATH, IBIT, IVOO, VOO.
- Alliance Wealth Advisors was a net buyer of stock by $843k.
- Alliance Wealth Advisors has $184M in assets under management (AUM), dropping by 3.08%.
- Central Index Key (CIK): 0001849724
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Portfolio Holdings for Alliance Wealth Advisors
Alliance Wealth Advisors holds 139 positions in its portfolio as reported in the March 2025 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|
|---|---|---|---|---|---|---|
| Victory Portfolios Ii Core Intermediat (UITB) | 12.8 | $24M | 501k | 46.94 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 11.8 | $22M | +3% | 351k | 61.78 |
|
| Palantir Technologies Cl A (PLTR) | 6.6 | $12M | +38% | 144k | 84.40 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 5.1 | $9.3M | 20k | 468.92 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 4.5 | $8.3M | +274% | 48k | 172.74 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 4.5 | $8.2M | +3% | 94k | 87.17 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 3.8 | $7.0M | 120k | 58.35 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 2.3 | $4.2M | -8% | 14k | 288.14 |
|
| Apple (AAPL) | 2.1 | $3.9M | -3% | 18k | 222.12 |
|
| Microsoft Corporation (MSFT) | 2.0 | $3.6M | +4% | 9.7k | 375.41 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 2.0 | $3.6M | +4% | 14k | 258.61 |
|
| TransDigm Group Incorporated (TDG) | 1.5 | $2.8M | -9% | 2.0k | 1383.29 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.3 | $2.4M | 4.4k | 532.58 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $2.2M | -9% | 14k | 154.64 |
|
| Walt Disney Company (DIS) | 1.1 | $2.1M | 21k | 98.70 |
|
|
| Peoples Financial Services Corp (PFIS) | 0.9 | $1.7M | -2% | 38k | 44.47 |
|
| Meta Platforms Cl A (META) | 0.9 | $1.6M | 2.8k | 576.36 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.8 | $1.6M | +16% | 42k | 36.90 |
|
| Philip Morris International (PM) | 0.8 | $1.5M | 9.7k | 158.73 |
|
|
| Exxon Mobil Corporation (XOM) | 0.8 | $1.5M | +4% | 13k | 118.93 |
|
| Gaming & Leisure Pptys (GLPI) | 0.8 | $1.4M | 28k | 50.90 |
|
|
| Amazon (AMZN) | 0.8 | $1.4M | -3% | 7.3k | 190.26 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.8 | $1.4M | 28k | 49.62 |
|
|
| Procter & Gamble Company (PG) | 0.8 | $1.4M | 8.1k | 170.42 |
|
|
| Merck & Co (MRK) | 0.7 | $1.3M | +2% | 14k | 89.76 |
|
| Oneok (OKE) | 0.7 | $1.2M | 13k | 99.22 |
|
|
| Ishares Tr Core Msci Total (IXUS) | 0.7 | $1.2M | -16% | 18k | 69.81 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $1.2M | +17% | 4.2k | 274.84 |
|
| Bank of New York Mellon Corporation (BK) | 0.6 | $1.1M | -5% | 14k | 83.87 |
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $1.1M | -5% | 4.6k | 245.30 |
|
| Abbvie (ABBV) | 0.6 | $1.1M | 5.0k | 209.52 |
|
|
| Boeing Company (BA) | 0.5 | $959k | 5.6k | 170.55 |
|
|
| Echostar Corp Cl A (SATS) | 0.5 | $898k | 35k | 25.58 |
|
|
| Intel Corporation Call Option (INTC) | 0.5 | $895k | 200k | 4.47 |
|
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.5 | $889k | +10% | 21k | 41.85 |
|
| Enbridge (ENB) | 0.5 | $865k | 20k | 44.31 |
|
|
| Mp Materials Corp Com Cl A Call Option (MP) | 0.5 | $865k | 100k | 8.65 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 0.4 | $807k | 27k | 29.69 |
|
|
| Verizon Communications (VZ) | 0.4 | $776k | -3% | 17k | 45.36 |
|
| Waste Management (WM) | 0.4 | $770k | 3.3k | 231.51 |
|
|
| Wells Fargo & Company (WFC) | 0.4 | $766k | +2% | 11k | 71.79 |
|
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.4 | $760k | 19k | 40.77 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.4 | $733k | 13k | 57.14 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.4 | $725k | -3% | 1.3k | 548.12 |
|
| PPL Corporation (PPL) | 0.4 | $716k | 20k | 36.11 |
|
|
| Pepsi (PEP) | 0.4 | $698k | 4.7k | 149.94 |
|
|
| Community Bank System (CBU) | 0.4 | $647k | 11k | 56.86 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $629k | 4.0k | 156.23 |
|
|
| First Tr Exchange Traded Hlth Care Alph (FXH) | 0.3 | $626k | 6.0k | 103.60 |
|
|
| Coca-Cola Company (KO) | 0.3 | $596k | 8.3k | 71.62 |
|
|
| Pfizer (PFE) | 0.3 | $595k | -10% | 24k | 25.34 |
|
| Bank of America Corporation (BAC) | 0.3 | $583k | -2% | 14k | 41.73 |
|
| Goldman Sachs (GS) | 0.3 | $580k | -4% | 1.1k | 546.29 |
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.3 | $571k | -82% | 9.8k | 58.54 |
|
| J P Morgan Exchange Traded F Active Value Etf (JAVA) | 0.3 | $569k | -81% | 9.0k | 63.54 |
|
| NVIDIA Corporation (NVDA) | 0.3 | $569k | -46% | 5.2k | 108.38 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $565k | -7% | 684.00 | 825.91 |
|
| salesforce (CRM) | 0.3 | $517k | 1.9k | 268.36 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $508k | 1.4k | 361.11 |
|
|
| Schlumberger Com Stk (SLB) | 0.3 | $506k | -17% | 12k | 41.80 |
|
| Qualcomm (QCOM) | 0.3 | $503k | 3.3k | 153.61 |
|
|
| Starbucks Corporation (SBUX) | 0.3 | $497k | -2% | 5.1k | 98.09 |
|
| Vanguard World Materials Etf (VAW) | 0.3 | $490k | 2.6k | 188.81 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $485k | 11k | 45.26 |
|
|
| Morgan Stanley Com New (MS) | 0.3 | $482k | 4.1k | 116.67 |
|
|
| Entergy Corporation (ETR) | 0.3 | $476k | +8% | 5.6k | 85.49 |
|
| Nio Spon Ads Call Option (NIO) | 0.3 | $460k | -33% | 400k | 1.15 |
|
| Johnson & Johnson (JNJ) | 0.2 | $452k | +38% | 2.7k | 165.83 |
|
| Truist Financial Corp equities (TFC) | 0.2 | $451k | 11k | 41.15 |
|
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) | 0.2 | $450k | 11k | 40.19 |
|
|
| Booking Holdings (BKNG) | 0.2 | $447k | -8% | 97.00 | 4606.91 |
|
| Altria (MO) | 0.2 | $447k | 7.4k | 60.02 |
|
|
| At&t (T) | 0.2 | $443k | -4% | 16k | 28.28 |
|
| Ishares Tr Msci India Etf (INDA) | 0.2 | $443k | 8.6k | 51.48 |
|
|
| Costco Wholesale Corporation (COST) | 0.2 | $436k | +2% | 461.00 | 945.78 |
|
| McDonald's Corporation (MCD) | 0.2 | $431k | 1.4k | 312.37 |
|
|
| Duke Energy Corp Com New (DUK) | 0.2 | $425k | 3.5k | 121.97 |
|
|
| Becton, Dickinson and (BDX) | 0.2 | $425k | +20% | 1.9k | 229.06 |
|
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.2 | $420k | 13k | 33.24 |
|
|
| Wal-Mart Stores (WMT) | 0.2 | $415k | 4.7k | 87.78 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $413k | -9% | 22k | 18.59 |
|
| Chevron Corporation (CVX) | 0.2 | $413k | 2.5k | 167.30 |
|
|
| Air Products & Chemicals (APD) | 0.2 | $412k | -12% | 1.4k | 294.92 |
|
| PNC Financial Services (PNC) | 0.2 | $401k | 2.3k | 175.77 |
|
|
| Medtronic SHS (MDT) | 0.2 | $399k | +2% | 4.4k | 89.86 |
|
| Amgen (AMGN) | 0.2 | $394k | -10% | 1.3k | 311.55 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $391k | -3% | 876.00 | 446.71 |
|
| Fidelity D + D Bncrp (FDBC) | 0.2 | $388k | +109% | 9.3k | 41.61 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) | 0.2 | $386k | +28% | 16k | 24.95 |
|
| Lamar Advertising Cl A (LAMR) | 0.2 | $383k | 3.4k | 113.78 |
|
|
| Charles Schwab Corporation (SCHW) | 0.2 | $379k | -9% | 4.8k | 78.28 |
|
| Fs Kkr Capital Corp (FSK) | 0.2 | $371k | 18k | 20.95 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $365k | -83% | 7.2k | 50.83 |
|
| GSK Sponsored Adr (GSK) | 0.2 | $355k | +2% | 9.2k | 38.74 |
|
| Penn National Gaming (PENN) | 0.2 | $355k | 22k | 16.31 |
|
|
| Prudential Financial (PRU) | 0.2 | $348k | 3.1k | 111.66 |
|
|
| Visa Com Cl A (V) | 0.2 | $345k | -12% | 984.00 | 350.46 |
|
| Corning Incorporated (GLW) | 0.2 | $338k | 7.4k | 45.78 |
|
|
| Anthem (ELV) | 0.2 | $335k | -14% | 769.00 | 434.96 |
|
| Ge Aerospace Com New (GE) | 0.2 | $331k | 1.7k | 200.15 |
|
|
| American Tower Reit (AMT) | 0.2 | $327k | +4% | 1.5k | 217.60 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.2 | $320k | +3% | 3.5k | 92.30 |
|
| Exchange Traded Concepts Tru Inqq The India I (INQQ) | 0.2 | $316k | 22k | 14.35 |
|
|
| Shell Spon Ads (SHEL) | 0.2 | $315k | 4.3k | 73.28 |
|
|
| Blackrock (BLK) | 0.2 | $314k | 332.00 | 946.48 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $310k | 1.4k | 221.75 |
|
|
| Trane Technologies SHS (TT) | 0.2 | $303k | 900.00 | 336.92 |
|
|
| Home Depot (HD) | 0.2 | $302k | 825.00 | 366.49 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $294k | +8% | 1.8k | 166.00 |
|
| Constellation Energy (CEG) | 0.2 | $292k | -3% | 1.5k | 201.63 |
|
| Omni (OMC) | 0.2 | $284k | 3.4k | 82.91 |
|
|
| Cisco Systems (CSCO) | 0.2 | $282k | 4.6k | 61.71 |
|
|
| Linde SHS (LIN) | 0.2 | $279k | 600.00 | 465.64 |
|
|
| ConocoPhillips (COP) | 0.2 | $276k | +2% | 2.6k | 105.02 |
|
| Genuine Parts Company (GPC) | 0.1 | $267k | 2.2k | 119.14 |
|
|
| CarMax (KMX) | 0.1 | $267k | -2% | 3.4k | 77.92 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $266k | NEW | 3.9k | 67.76 |
|
| Iqvia Holdings (IQV) | 0.1 | $266k | -9% | 1.5k | 176.30 |
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.1 | $262k | 2.9k | 89.64 |
|
|
| Bristol Myers Squibb (BMY) | 0.1 | $257k | 4.2k | 60.99 |
|
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.1 | $254k | +6% | 66k | 3.82 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $253k | 1.3k | 188.16 |
|
|
| United Parcel Service CL B (UPS) | 0.1 | $252k | -10% | 2.3k | 110.00 |
|
| Enterprise Products Partners (EPD) | 0.1 | $251k | 7.4k | 34.14 |
|
|
| Ford Motor Company (F) | 0.1 | $249k | 25k | 10.03 |
|
|
| Lowe's Companies (LOW) | 0.1 | $248k | -8% | 1.1k | 233.30 |
|
| Advanced Micro Devices (AMD) | 0.1 | $239k | +11% | 2.3k | 102.74 |
|
| Tesla Motors (TSLA) | 0.1 | $237k | +13% | 913.00 | 259.16 |
|
| Wec Energy Group (WEC) | 0.1 | $235k | NEW | 2.2k | 108.98 |
|
| M&T Bank Corporation (MTB) | 0.1 | $229k | 1.3k | 178.75 |
|
|
| Dominion Resources (D) | 0.1 | $227k | -3% | 4.0k | 56.07 |
|
| Edison International (EIX) | 0.1 | $227k | +2% | 3.9k | 58.92 |
|
| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $226k | NEW | 991.00 | 227.92 |
|
| Broadcom (AVGO) | 0.1 | $226k | -62% | 1.3k | 167.43 |
|
| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.1 | $218k | 10k | 21.36 |
|
|
| UnitedHealth (UNH) | 0.1 | $210k | -36% | 401.00 | 523.75 |
|
| Fiserv (FI) | 0.1 | $205k | NEW | 930.00 | 220.83 |
|
| Paramount Global Class B Com Call Option (PARA) | 0.1 | $193k | 100k | 1.93 |
|
|
| Soundhound Ai Class A Com (SOUN) | 0.1 | $101k | 12k | 8.12 |
|
Past Filings by Alliance Wealth Advisors
SEC 13F filings are viewable for Alliance Wealth Advisors going back to 2020
- Alliance Wealth Advisors 2025 Q1 filed April 11, 2025
- Alliance Wealth Advisors 2024 Q4 filed Jan. 28, 2025
- Alliance Wealth Advisors 2024 Q3 filed Oct. 16, 2024
- Alliance Wealth Advisors 2024 Q2 filed July 17, 2024
- Alliance Wealth Advisors 2024 Q1 filed April 16, 2024
- Alliance Wealth Advisors 2023 Q4 filed Jan. 10, 2024
- Alliance Wealth Advisors 2023 Q3 filed Oct. 12, 2023
- Alliance Wealth Advisors 2023 Q2 filed July 24, 2023
- Alliance Wealth Advisors 2023 Q1 filed April 6, 2023
- Alliance Wealth Advisors 2022 Q4 filed Jan. 23, 2023
- Alliance Wealth Advisors 2022 Q3 filed Oct. 11, 2022
- Alliance Wealth Advisors 2022 Q2 filed July 20, 2022
- Alliance Wealth Advisors 2022 Q1 filed April 12, 2022
- Alliance Wealth Advisors 2021 Q4 filed Jan. 21, 2022
- Alliance Wealth Advisors 2021 Q3 amended filed Jan. 18, 2022
- Alliance Wealth Advisors 2021 Q3 filed Oct. 12, 2021