Alliance Wealth Advisors
Latest statistics and disclosures from Alliance Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DGRO, UITB, QQQ, PLTR, AVUV, and represent 38.69% of Alliance Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: VO, DGRO, UITB, CRM, PYPL, VTV, CBU, PLUG, AVUV, PFIS.
- Started 4 new stock positions in PYPL, CGBL, PLUG, CALM.
- Reduced shares in these 10 stocks: IJH, CMCSA, , ETR, JAVA, NFLX, GLW, GOOGL, DIS, GLD.
- Sold out of its positions in NFLX, ORCL.
- Alliance Wealth Advisors was a net buyer of stock by $5.1M.
- Alliance Wealth Advisors has $228M in assets under management (AUM), dropping by 3.22%.
- Central Index Key (CIK): 0001849724
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Portfolio Holdings for Alliance Wealth Advisors
Alliance Wealth Advisors holds 151 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core Div Grwth (DGRO) | 11.8 | $27M | +4% | 387k | 69.42 |
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| Victory Portfolios Ii Core Intermediat (UITB) | 11.2 | $26M | +3% | 542k | 47.35 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 5.7 | $13M | 21k | 614.31 |
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| Palantir Technologies Cl A Call Option (PLTR) | 5.2 | $12M | 144k | 82.76 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 4.8 | $11M | +3% | 107k | 101.98 |
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| Vanguard Index Fds Value Etf (VTV) | 4.7 | $11M | +6% | 56k | 190.99 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 4.4 | $10M | +13% | 35k | 290.22 |
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| Spdr Gold Tr Gold Shs (GLD) | 2.4 | $5.4M | -3% | 14k | 396.31 |
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| Apple (AAPL) | 2.0 | $4.6M | -2% | 17k | 271.86 |
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| Microsoft Corporation (MSFT) | 2.0 | $4.5M | 9.4k | 483.64 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $4.2M | -4% | 13k | 313.00 |
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| Echostar Corp Cl A (SATS) | 1.7 | $3.8M | 35k | 108.70 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 1.3 | $3.0M | -20% | 46k | 66.00 |
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| Mp Materials Corp Com Cl A Call Option (MP) | 1.3 | $3.0M | 100k | 30.18 |
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| Intel Corporation Call Option (INTC) | 1.3 | $2.9M | 207k | 13.87 |
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| TransDigm Group Incorporated (TDG) | 1.1 | $2.6M | 1.9k | 1329.85 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $2.3M | 4.5k | 502.65 |
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| Peoples Financial Services Corp (PFIS) | 1.0 | $2.2M | +19% | 45k | 48.71 |
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| Walt Disney Company (DIS) | 0.9 | $2.1M | -7% | 19k | 113.77 |
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| Nio Spon Ads (NIO) | 0.9 | $2.0M | 400k | 5.10 |
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| Amazon (AMZN) | 0.8 | $1.9M | +4% | 8.3k | 230.82 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $1.9M | +6% | 5.7k | 335.27 |
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| Meta Platforms Cl A (META) | 0.8 | $1.7M | 2.6k | 660.09 |
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| Exxon Mobil Corporation (XOM) | 0.7 | $1.6M | 14k | 120.34 |
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| Ishares Tr Core Msci Total (IXUS) | 0.7 | $1.6M | +2% | 19k | 84.64 |
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| NVIDIA Corporation (NVDA) | 0.6 | $1.5M | 7.8k | 186.50 |
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| Merck & Co (MRK) | 0.6 | $1.4M | 14k | 105.26 |
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| Bank of New York Mellon Corporation (BK) | 0.6 | $1.4M | -5% | 12k | 116.09 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $1.3M | 4.1k | 322.22 |
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| salesforce (CRM) | 0.6 | $1.3M | +144% | 4.9k | 264.91 |
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| Boeing Company (BA) | 0.6 | $1.3M | 5.9k | 217.12 |
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| Philip Morris International (PM) | 0.6 | $1.3M | 8.0k | 160.40 |
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| Gaming & Leisure Pptys (GLPI) | 0.6 | $1.3M | 28k | 44.69 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.6 | $1.3M | 25k | 50.29 |
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| Community Bank System (CBU) | 0.5 | $1.2M | +95% | 21k | 57.44 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $1.2M | 3.7k | 313.80 |
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| Abbvie (ABBV) | 0.5 | $1.2M | 5.0k | 228.47 |
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| Procter & Gamble Company (PG) | 0.5 | $1.1M | 7.9k | 143.31 |
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| Select Sector Spdr Tr State Street Rea (XLRE) | 0.5 | $1.1M | +8% | 27k | 40.35 |
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| Broadcom (AVGO) | 0.5 | $1.1M | -7% | 3.1k | 346.15 |
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| Wells Fargo & Company (WFC) | 0.4 | $997k | 11k | 93.20 |
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| Enbridge (ENB) | 0.4 | $957k | 20k | 47.83 |
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| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.4 | $954k | +12% | 21k | 44.50 |
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| Oneok (OKE) | 0.4 | $927k | 13k | 73.50 |
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| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 0.4 | $877k | 26k | 34.26 |
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| Goldman Sachs (GS) | 0.4 | $839k | -9% | 954.00 | 879.00 |
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| PPL Corporation (PPL) | 0.4 | $801k | 23k | 35.02 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.3 | $791k | +5% | 14k | 57.24 |
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| Bank of America Corporation (BAC) | 0.3 | $789k | 14k | 55.00 |
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| Morgan Stanley Com New (MS) | 0.3 | $734k | 4.1k | 177.53 |
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| Eli Lilly & Co. (LLY) | 0.3 | $729k | 678.00 | 1074.68 |
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| Paypal Holdings Call Option (PYPL) | 0.3 | $701k | NEW | 78k | 8.99 |
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| Verizon Communications (VZ) | 0.3 | $693k | 17k | 40.73 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $678k | 1.2k | 570.88 |
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| Pepsi (PEP) | 0.3 | $677k | 4.7k | 143.52 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $650k | 1.4k | 473.30 |
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| First Tr Exchange Traded Hlth Care Alph (FXH) | 0.3 | $648k | 5.7k | 113.82 |
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| Waste Management (WM) | 0.3 | $621k | 2.8k | 219.71 |
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| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.3 | $601k | +7% | 8.6k | 69.47 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $576k | 11k | 53.76 |
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| Qualcomm (QCOM) | 0.3 | $572k | 3.3k | 171.05 |
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| Booking Holdings (BKNG) | 0.2 | $568k | 106.00 | 5355.33 |
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| Pfizer (PFE) | 0.2 | $564k | -6% | 23k | 24.90 |
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| Truist Financial Corp equities (TFC) | 0.2 | $556k | 11k | 49.21 |
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| Wal-Mart Stores (WMT) | 0.2 | $552k | 5.0k | 111.41 |
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| Johnson & Johnson (JNJ) | 0.2 | $546k | -3% | 2.6k | 206.96 |
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| Advanced Micro Devices (AMD) | 0.2 | $543k | -9% | 2.5k | 214.16 |
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| Comcast Corp Cl A (CMCSA) | 0.2 | $533k | -50% | 18k | 29.89 |
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| Vanguard World Materials Etf (VAW) | 0.2 | $526k | 2.5k | 207.55 |
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| Becton, Dickinson and (BDX) | 0.2 | $524k | +5% | 2.7k | 194.07 |
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| Coca-Cola Company (KO) | 0.2 | $524k | 7.5k | 69.91 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) | 0.2 | $520k | 11k | 46.43 |
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| Ge Aerospace Com New (GE) | 0.2 | $513k | 1.7k | 308.03 |
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| Constellation Energy (CEG) | 0.2 | $512k | 1.5k | 353.27 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $512k | 5.1k | 99.91 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $511k | 8.2k | 62.47 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $500k | 798.00 | 627.00 |
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| Medtronic SHS (MDT) | 0.2 | $491k | +2% | 5.1k | 96.06 |
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| Ford Motor Company (F) | 0.2 | $474k | +57% | 36k | 13.12 |
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| Ishares Tr Msci India Etf (INDA) | 0.2 | $465k | 8.6k | 54.05 |
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| Edison International (EIX) | 0.2 | $464k | 7.7k | 60.02 |
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| GSK Sponsored Adr (GSK) | 0.2 | $460k | 9.4k | 49.04 |
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| Starbucks Corporation (SBUX) | 0.2 | $459k | +2% | 5.5k | 84.21 |
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| SLB Com Stk (SLB) | 0.2 | $459k | 12k | 38.38 |
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| Lamar Advertising Cl A (LAMR) | 0.2 | $444k | +2% | 3.5k | 126.58 |
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| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) | 0.2 | $437k | 16k | 28.24 |
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| Corning Incorporated (GLW) | 0.2 | $430k | -33% | 4.9k | 87.55 |
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| Amgen (AMGN) | 0.2 | $428k | 1.3k | 327.31 |
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| Plug Power Com New (PLUG) | 0.2 | $427k | NEW | 217k | 1.97 |
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| Iqvia Holdings (IQV) | 0.2 | $422k | 1.9k | 225.41 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $419k | 1.4k | 303.89 |
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| Chevron Corporation (CVX) | 0.2 | $416k | 2.7k | 152.39 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $416k | 859.00 | 483.67 |
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| McDonald's Corporation (MCD) | 0.2 | $410k | 1.3k | 305.63 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $408k | 3.5k | 117.21 |
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| Norwood Financial Corporation (NWFL) | 0.2 | $403k | +26% | 14k | 28.05 |
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| Applied Materials (AMAT) | 0.2 | $402k | +3% | 1.6k | 256.99 |
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| Omni (OMC) | 0.2 | $400k | +9% | 5.0k | 80.75 |
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| Prudential Financial (PRU) | 0.2 | $397k | +12% | 3.5k | 112.86 |
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| Citigroup Com New (C) | 0.2 | $394k | 3.4k | 116.69 |
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| Spdr Series Trust State Street Spd (SPIB) | 0.2 | $394k | 12k | 33.81 |
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| Tesla Motors (TSLA) | 0.2 | $384k | 853.00 | 449.72 |
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| At&t (T) | 0.2 | $372k | -3% | 15k | 24.84 |
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| Visa Com Cl A (V) | 0.2 | $370k | +2% | 1.1k | 350.71 |
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| Air Products & Chemicals (APD) | 0.2 | $370k | +3% | 1.5k | 247.02 |
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| PNC Financial Services (PNC) | 0.2 | $367k | 1.8k | 208.73 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $360k | 1.4k | 257.95 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.2 | $356k | 3.5k | 102.55 |
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| Fidelity National Information Services (FIS) | 0.2 | $354k | +12% | 5.3k | 66.46 |
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| Trane Technologies SHS (TT) | 0.2 | $350k | 900.00 | 389.20 |
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| Altria (MO) | 0.2 | $345k | 6.0k | 57.66 |
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| Paramount Skydance Corp Com Cl B Call Option (PSKY) | 0.1 | $340k | 100k | 3.40 |
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| Fidelity D + D Bncrp (FDBC) | 0.1 | $330k | -14% | 7.6k | 43.53 |
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| Exchange Traded Concepts Tru Inqq The India I (INQQ) | 0.1 | $324k | 22k | 14.72 |
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| American Tower Reit (AMT) | 0.1 | $322k | +18% | 1.8k | 175.57 |
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| Penn National Gaming (PENN) | 0.1 | $321k | 22k | 14.75 |
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| CVS Caremark Corporation (CVS) | 0.1 | $320k | 4.0k | 79.36 |
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| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.1 | $319k | +21% | 17k | 19.14 |
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| Lloyds Banking Group Sponsored Adr (LYG) | 0.1 | $318k | 60k | 5.30 |
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| Ge Vernova (GEV) | 0.1 | $316k | 483.00 | 653.57 |
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| Anthem (ELV) | 0.1 | $313k | +2% | 894.00 | 350.55 |
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| ConocoPhillips (COP) | 0.1 | $306k | +7% | 3.3k | 93.61 |
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| J P Morgan Exchange Traded F Active Value Etf (JAVA) | 0.1 | $305k | -46% | 4.3k | 71.72 |
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| Genuine Parts Company (GPC) | 0.1 | $285k | +2% | 2.3k | 122.96 |
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| Caterpillar (CAT) | 0.1 | $284k | 496.00 | 572.60 |
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| Huntington Ingalls Inds (HII) | 0.1 | $281k | 827.00 | 340.07 |
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| Blackrock (BLK) | 0.1 | $280k | +3% | 262.00 | 1070.34 |
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| Home Depot (HD) | 0.1 | $277k | -3% | 806.00 | 344.10 |
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| SYSCO Corporation (SYY) | 0.1 | $271k | +44% | 3.7k | 73.69 |
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| Entergy Corporation (ETR) | 0.1 | $271k | -49% | 2.9k | 92.43 |
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| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.1 | $270k | 2.9k | 92.51 |
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| Fs Kkr Capital Corp (FSK) | 0.1 | $267k | 18k | 14.81 |
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| Costco Wholesale Corporation (COST) | 0.1 | $263k | -34% | 305.00 | 862.34 |
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| Ab Active Etfs Tax Aware Shrt (TAFI) | 0.1 | $260k | 10k | 25.21 |
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| M&T Bank Corporation (MTB) | 0.1 | $258k | 1.3k | 201.48 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $256k | 1.2k | 210.34 |
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| Linde SHS (LIN) | 0.1 | $256k | 600.00 | 426.39 |
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| Cal Maine Foods Com New (CALM) | 0.1 | $255k | NEW | 3.2k | 79.57 |
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| Global X Fds S&p 500 Catholic (CATH) | 0.1 | $255k | 3.1k | 82.23 |
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| Wec Energy Group (WEC) | 0.1 | $243k | +2% | 2.3k | 105.46 |
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| Dominion Resources (D) | 0.1 | $242k | 4.1k | 58.59 |
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| Cisco Systems (CSCO) | 0.1 | $237k | -4% | 3.1k | 77.03 |
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| Enterprise Products Partners (EPD) | 0.1 | $236k | 7.4k | 32.06 |
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| United Parcel Service CL B (UPS) | 0.1 | $233k | -7% | 2.3k | 99.20 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $230k | +3% | 4.6k | 49.65 |
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| General Dynamics Corporation (GD) | 0.1 | $228k | 676.00 | 336.66 |
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| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.1 | $220k | 2.0k | 111.80 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $218k | 886.00 | 246.16 |
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| Eversource Energy (ES) | 0.1 | $204k | +2% | 3.0k | 67.33 |
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| Capital Group Core Balanced SHS (CGBL) | 0.1 | $204k | NEW | 5.8k | 35.33 |
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| Soundhound Ai Class A Com (SOUN) | 0.1 | $127k | 13k | 9.97 |
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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 Q4 filed Jan. 14, 2026
- 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