Alliance Wealth Advisors
Latest statistics and disclosures from Alliance Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DGRO, UITB, PLTR, QQQ, AVUV, and represent 38.69% of Alliance Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: VO, PSKY, UITB, DGRO, VTV, AVUV, NWFL, HII, CAT, GD.
- Started 8 new stock positions in IWM, HII, ES, NWFL, GD, CAT, SYY, PSKY.
- Reduced shares in these 10 stocks: IJH, PARA, KMX, , VOO, TSM, WM, TSLA, BLK, META.
- Sold out of its positions in KMX, ET, PARA.
- Alliance Wealth Advisors was a net buyer of stock by $4.1M.
- Alliance Wealth Advisors has $221M in assets under management (AUM), dropping by 7.97%.
- Central Index Key (CIK): 0001849724
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Portfolio Holdings for Alliance Wealth Advisors
Alliance Wealth Advisors holds 149 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core Div Grwth (DGRO) | 11.4 | $25M | 370k | 68.08 |
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| Victory Portfolios Ii Core Intermediat (UITB) | 11.3 | $25M | +2% | 526k | 47.52 |
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| Palantir Technologies Cl A Call Option (PLTR) | 5.7 | $13M | 144k | 88.16 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 5.7 | $13M | 21k | 600.37 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 4.6 | $10M | +2% | 103k | 99.53 |
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| Vanguard Index Fds Value Etf (VTV) | 4.5 | $9.9M | +3% | 53k | 186.49 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 4.1 | $9.0M | +12% | 31k | 293.74 |
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| Spdr Gold Tr Gold Shs (GLD) | 2.3 | $5.0M | 14k | 355.47 |
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| Microsoft Corporation (MSFT) | 2.2 | $4.9M | 9.5k | 517.97 |
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| Mp Materials Corp Com Cl A Call Option (MP) | 2.1 | $4.6M | 100k | 46.50 |
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| Apple (AAPL) | 2.0 | $4.4M | 17k | 254.63 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 1.7 | $3.8M | -16% | 58k | 65.26 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $3.4M | 14k | 243.10 |
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| Nio Spon Ads (NIO) | 1.4 | $3.0M | 400k | 7.62 |
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| Echostar Corp Cl A (SATS) | 1.2 | $2.7M | 35k | 76.36 |
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| TransDigm Group Incorporated (TDG) | 1.2 | $2.6M | 1.9k | 1318.02 |
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| Intel Corporation Call Option (INTC) | 1.1 | $2.3M | +3% | 207k | 11.23 |
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| Walt Disney Company (DIS) | 1.0 | $2.3M | 20k | 114.50 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $2.3M | 4.5k | 502.74 |
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| Meta Platforms Cl A (META) | 0.9 | $1.9M | -4% | 2.6k | 734.38 |
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| Peoples Financial Services Corp (PFIS) | 0.8 | $1.8M | 38k | 48.61 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $1.7M | 5.3k | 328.17 |
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| Amazon (AMZN) | 0.8 | $1.7M | +2% | 7.9k | 219.57 |
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| Ishares Tr Core Msci Total (IXUS) | 0.7 | $1.5M | 19k | 82.58 |
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| Exxon Mobil Corporation (XOM) | 0.7 | $1.5M | +2% | 14k | 112.75 |
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| NVIDIA Corporation (NVDA) | 0.7 | $1.5M | +8% | 7.9k | 186.58 |
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| Bank of New York Mellon Corporation (BK) | 0.6 | $1.4M | 13k | 108.96 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $1.3M | 4.2k | 315.43 |
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| Gaming & Leisure Pptys (GLPI) | 0.6 | $1.3M | 28k | 46.61 |
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| Philip Morris International (PM) | 0.6 | $1.3M | 7.9k | 162.20 |
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| Boeing Company (BA) | 0.6 | $1.3M | +5% | 5.9k | 215.83 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.6 | $1.3M | 25k | 50.07 |
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| Procter & Gamble Company (PG) | 0.5 | $1.2M | -3% | 7.9k | 153.65 |
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| Abbvie (ABBV) | 0.5 | $1.2M | 5.0k | 231.56 |
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| Merck & Co (MRK) | 0.5 | $1.1M | 14k | 83.93 |
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| Comcast Corp Cl A (CMCSA) | 0.5 | $1.1M | +2% | 36k | 31.42 |
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| Broadcom (AVGO) | 0.5 | $1.1M | +5% | 3.3k | 329.94 |
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| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.5 | $1.0M | +4% | 25k | 42.13 |
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| Enbridge (ENB) | 0.4 | $994k | 20k | 50.46 |
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| Oneok (OKE) | 0.4 | $920k | 13k | 72.97 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $915k | 3.8k | 243.55 |
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| Paramount Skydance Corp Com Cl B Call Option (PSKY) | 0.4 | $902k | NEW | 100k | 9.02 |
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| Wells Fargo & Company (WFC) | 0.4 | $881k | -5% | 11k | 83.82 |
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| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 0.4 | $856k | 26k | 33.42 |
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| PPL Corporation (PPL) | 0.4 | $848k | 23k | 37.16 |
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| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.4 | $847k | 19k | 44.57 |
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| Goldman Sachs (GS) | 0.4 | $839k | 1.1k | 796.35 |
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| Verizon Communications (VZ) | 0.3 | $751k | 17k | 43.95 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.3 | $750k | 13k | 57.10 |
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| Bank of America Corporation (BAC) | 0.3 | $742k | 14k | 51.59 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $675k | 1.2k | 568.81 |
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| Pepsi (PEP) | 0.3 | $660k | 4.7k | 140.44 |
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| Morgan Stanley Com New (MS) | 0.3 | $657k | 4.1k | 158.96 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $644k | 1.4k | 468.41 |
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| Community Bank System (CBU) | 0.3 | $626k | -3% | 11k | 58.64 |
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| First Tr Exchange Traded Hlth Care Alph (FXH) | 0.3 | $625k | 5.7k | 109.67 |
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| Waste Management (WM) | 0.3 | $624k | -15% | 2.8k | 220.83 |
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| Pfizer (PFE) | 0.3 | $619k | +2% | 24k | 25.48 |
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| Corning Incorporated (GLW) | 0.3 | $607k | 7.4k | 82.03 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $580k | 11k | 54.18 |
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| Booking Holdings (BKNG) | 0.3 | $562k | 104.00 | 5399.27 |
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| Qualcomm (QCOM) | 0.3 | $556k | 3.3k | 166.36 |
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| J P Morgan Exchange Traded F Active Value Etf (JAVA) | 0.2 | $544k | 7.9k | 68.96 |
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| Entergy Corporation (ETR) | 0.2 | $540k | +2% | 5.8k | 93.19 |
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| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.2 | $539k | -10% | 8.0k | 67.26 |
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| Vanguard World Materials Etf (VAW) | 0.2 | $519k | 2.5k | 204.86 |
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| Eli Lilly & Co. (LLY) | 0.2 | $517k | 678.00 | 763.00 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) | 0.2 | $511k | 11k | 45.60 |
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| Wal-Mart Stores (WMT) | 0.2 | $510k | 5.0k | 103.06 |
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| Truist Financial Corp equities (TFC) | 0.2 | $507k | 11k | 45.72 |
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| Ge Aerospace Com New (GE) | 0.2 | $505k | 1.7k | 300.82 |
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| Johnson & Johnson (JNJ) | 0.2 | $505k | 2.7k | 185.42 |
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| Coca-Cola Company (KO) | 0.2 | $493k | 7.4k | 66.32 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $490k | +2% | 8.2k | 59.92 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $489k | -20% | 798.00 | 612.25 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $485k | 5.1k | 95.47 |
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| Becton, Dickinson and (BDX) | 0.2 | $480k | +6% | 2.6k | 187.17 |
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| Constellation Energy (CEG) | 0.2 | $477k | 1.5k | 329.07 |
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| salesforce (CRM) | 0.2 | $477k | +3% | 2.0k | 237.00 |
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| Medtronic SHS (MDT) | 0.2 | $475k | +4% | 5.0k | 95.24 |
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| Advanced Micro Devices (AMD) | 0.2 | $454k | +10% | 2.8k | 161.79 |
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| Starbucks Corporation (SBUX) | 0.2 | $450k | +2% | 5.3k | 84.60 |
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| Ishares Tr Msci India Etf (INDA) | 0.2 | $448k | 8.6k | 52.06 |
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| At&t (T) | 0.2 | $437k | 16k | 28.24 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $434k | 3.5k | 123.75 |
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| Costco Wholesale Corporation (COST) | 0.2 | $430k | 464.00 | 925.63 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $429k | 859.00 | 499.21 |
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| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) | 0.2 | $428k | 16k | 27.64 |
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| Chevron Corporation (CVX) | 0.2 | $422k | +4% | 2.7k | 155.29 |
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| Edison International (EIX) | 0.2 | $422k | +7% | 7.6k | 55.28 |
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| Penn National Gaming (PENN) | 0.2 | $419k | 22k | 19.26 |
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| Lamar Advertising Cl A (LAMR) | 0.2 | $418k | 3.4k | 122.42 |
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| Schlumberger Com Stk (SLB) | 0.2 | $418k | 12k | 34.37 |
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| McDonald's Corporation (MCD) | 0.2 | $412k | 1.4k | 303.89 |
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| GSK Sponsored Adr (GSK) | 0.2 | $402k | 9.3k | 43.16 |
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| Altria (MO) | 0.2 | $395k | -2% | 6.0k | 66.06 |
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| Spdr Series Trust Portfolio Intrmd (SPIB) | 0.2 | $395k | -7% | 12k | 33.89 |
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| Air Products & Chemicals (APD) | 0.2 | $394k | +2% | 1.4k | 272.72 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $390k | -23% | 1.4k | 279.29 |
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| Fidelity D + D Bncrp (FDBC) | 0.2 | $389k | -4% | 8.9k | 43.83 |
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| Trane Technologies SHS (TT) | 0.2 | $380k | 900.00 | 421.96 |
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| Tesla Motors (TSLA) | 0.2 | $379k | -20% | 853.00 | 444.72 |
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| Omni (OMC) | 0.2 | $370k | +6% | 4.5k | 81.53 |
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| Amgen (AMGN) | 0.2 | $363k | 1.3k | 282.20 |
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| PNC Financial Services (PNC) | 0.2 | $358k | 1.8k | 200.93 |
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| Iqvia Holdings (IQV) | 0.2 | $356k | 1.9k | 189.94 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $355k | 1.4k | 254.28 |
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| Visa Com Cl A (V) | 0.2 | $352k | +2% | 1.0k | 341.38 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.2 | $347k | 3.5k | 99.96 |
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| Exchange Traded Concepts Tru Inqq The India I (INQQ) | 0.2 | $343k | 22k | 15.60 |
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| Citigroup Com New (C) | 0.2 | $343k | +38% | 3.4k | 101.50 |
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| Home Depot (HD) | 0.2 | $338k | 833.00 | 405.19 |
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| Oracle Corporation (ORCL) | 0.2 | $333k | -5% | 1.2k | 281.24 |
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| Prudential Financial (PRU) | 0.1 | $323k | 3.1k | 103.72 |
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| Fidelity National Information Services (FIS) | 0.1 | $313k | +89% | 4.8k | 65.94 |
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| Genuine Parts Company (GPC) | 0.1 | $313k | 2.3k | 138.60 |
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| Applied Materials (AMAT) | 0.1 | $309k | +8% | 1.5k | 204.74 |
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| CVS Caremark Corporation (CVS) | 0.1 | $304k | 4.0k | 75.39 |
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| American Tower Reit (AMT) | 0.1 | $299k | +2% | 1.6k | 192.32 |
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| Ge Vernova (GEV) | 0.1 | $297k | 483.00 | 614.90 |
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| Blackrock (BLK) | 0.1 | $296k | -24% | 254.00 | 1165.87 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $291k | 4.5k | 65.00 |
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| Norwood Financial Corporation (NWFL) | 0.1 | $289k | NEW | 11k | 25.42 |
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| ConocoPhillips (COP) | 0.1 | $287k | +5% | 3.0k | 94.59 |
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| Linde SHS (LIN) | 0.1 | $285k | 600.00 | 475.00 |
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| Anthem (ELV) | 0.1 | $281k | +10% | 868.00 | 323.12 |
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| Lloyds Banking Group Sponsored Adr (LYG) | 0.1 | $275k | -4% | 61k | 4.54 |
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| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.1 | $273k | 2.9k | 93.64 |
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| Ford Motor Company (F) | 0.1 | $273k | -8% | 23k | 11.96 |
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| Fs Kkr Capital Corp (FSK) | 0.1 | $265k | 18k | 14.93 |
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| Ab Active Etfs Tax Aware Shrt (TAFI) | 0.1 | $261k | +5% | 10k | 25.34 |
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| Wec Energy Group (WEC) | 0.1 | $257k | +3% | 2.2k | 114.59 |
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| M&T Bank Corporation (MTB) | 0.1 | $253k | 1.3k | 197.62 |
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| Dominion Resources (D) | 0.1 | $253k | +2% | 4.1k | 61.17 |
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| Global X Fds S&p 500 Catholic (CATH) | 0.1 | $251k | 3.1k | 81.06 |
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| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.1 | $250k | +32% | 14k | 18.24 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $248k | -5% | 1.2k | 203.59 |
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| Huntington Ingalls Inds (HII) | 0.1 | $238k | NEW | 825.00 | 287.91 |
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| Caterpillar (CAT) | 0.1 | $237k | NEW | 496.00 | 476.92 |
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| General Dynamics Corporation (GD) | 0.1 | $235k | NEW | 688.00 | 341.00 |
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| Enterprise Products Partners (EPD) | 0.1 | $230k | 7.4k | 31.27 |
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| Netflix (NFLX) | 0.1 | $221k | 184.00 | 1198.92 |
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| Cisco Systems (CSCO) | 0.1 | $220k | -2% | 3.2k | 68.42 |
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| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.1 | $217k | 2.0k | 110.38 |
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| United Parcel Service CL B (UPS) | 0.1 | $212k | +6% | 2.5k | 83.53 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $212k | NEW | 876.00 | 241.96 |
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| Eversource Energy (ES) | 0.1 | $211k | NEW | 3.0k | 71.14 |
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| SYSCO Corporation (SYY) | 0.1 | $209k | NEW | 2.5k | 82.34 |
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| Soundhound Ai Class A Com (SOUN) | 0.1 | $205k | 13k | 16.08 |
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Past Filings by Alliance Wealth Advisors
SEC 13F filings are viewable for Alliance Wealth Advisors going back to 2020
- Alliance Wealth Advisors 2025 Q3 filed Oct. 15, 2025
- Alliance Wealth Advisors 2025 Q2 filed July 17, 2025
- 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