Alliance Wealth Advisors

Latest statistics and disclosures from Alliance Wealth Advisors's latest quarterly 13F-HR filing:

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Positions held by Alliance Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Alliance Wealth Advisors

Alliance Wealth Advisors holds 228 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 10.8 $50M +71% 455k 109.69
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Vanguard Whitehall Fds High Div Yld (VYM) 8.0 $37M +64% 249k 148.10
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 5.7 $27M +74% 320k 82.75
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Spdr Series Trust State Street Spd (BIL) 5.7 $26M +50% 287k 91.64
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Ishares Tr Msci Intl Vlu Ft (IVLU) 5.1 $24M +56% 592k 39.68
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Spdr Series Trust State Street Spd (SPTS) 4.8 $22M +84% 764k 29.18
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Ishares Tr Core Msci Total (IXUS) 4.2 $19M +51% 224k 86.64
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Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) 2.6 $12M +64% 98k 124.46
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 1.8 $8.5M +69% 116k 73.14
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NVIDIA Corporation (NVDA) 1.7 $7.9M -15% 46k 174.40
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Select Sector Spdr Tr State Street Tec (XLK) 1.6 $7.2M +65% 54k 132.90
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Spdr Series Trust State Street Spd (SPHY) 1.3 $6.2M +77% 266k 23.32
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J P Morgan Exchange Traded F Equity Premium (JEPI) 1.2 $5.5M +82% 98k 56.68
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Ishares S&p Gsci Commodity- Unit Ben Int (GSG) 1.2 $5.5M +61% 170k 32.25
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Vanguard Index Fds Real Estate Etf (VNQ) 1.1 $5.2M NEW 58k 88.70
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Global X Fds Defense Tech Etf (SHLD) 1.1 $5.1M +54% 72k 70.84
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Microsoft Corporation (MSFT) 1.0 $4.8M -24% 13k 370.19
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Amazon (AMZN) 1.0 $4.4M -34% 21k 208.27
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Apple (AAPL) 0.9 $4.1M 16k 253.79
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Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $3.6M 11k 320.81
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.7 $3.5M -18% 36k 95.44
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Ishares Tr Conv Bd Etf (ICVT) 0.7 $3.4M +67% 33k 101.79
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Alphabet Cap Stk Cl A (GOOGL) 0.7 $3.3M -30% 12k 287.56
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Alphabet Cap Stk Cl C (GOOG) 0.7 $3.2M -19% 11k 286.89
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Vaneck Etf Trust Rare Earth And S (REMX) 0.6 $3.0M +41% 34k 88.00
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Ishares Tr Core S&p500 Etf (IVV) 0.6 $2.9M -24% 4.4k 653.21
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Visa Com Cl A (V) 0.6 $2.7M -29% 8.9k 302.27
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Meta Platforms Cl A (META) 0.6 $2.6M -15% 4.6k 572.13
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Tesla Motors (TSLA) 0.6 $2.6M -24% 7.0k 371.75
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Invesco Db Us Dlr Index Tr Bearish Fd (UDN) 0.6 $2.6M +75% 144k 18.00
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Harbor Etf Trust Harbor Commodity (HGER) 0.5 $2.5M -41% 80k 31.01
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Exxon Mobil Corporation (XOM) 0.5 $2.4M -31% 14k 169.67
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Abbvie (ABBV) 0.5 $2.4M -26% 11k 217.49
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.5 $2.3M +94% 61k 38.42
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Spdr Series Trust State Street Spd (SPYG) 0.5 $2.3M -22% 23k 97.91
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Verizon Communications (VZ) 0.4 $2.1M -29% 41k 50.20
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Oracle Corporation (ORCL) 0.4 $2.0M -45% 13k 147.12
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Sofi Technologies (SOFI) 0.4 $1.9M 122k 15.88
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McDonald's Corporation (MCD) 0.4 $1.9M -32% 6.2k 310.83
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Wec Energy Group (WEC) 0.4 $1.9M -33% 16k 115.77
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Gilead Sciences (GILD) 0.4 $1.9M -32% 13k 139.37
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Netflix (NFLX) 0.4 $1.8M -24% 19k 96.15
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Spdr Index Shs Fds State Street Spd (SPDW) 0.4 $1.8M -23% 40k 45.65
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Medtronic SHS (MDT) 0.4 $1.8M -32% 21k 86.65
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Broadcom (AVGO) 0.4 $1.8M -26% 5.9k 309.51
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Home Depot (HD) 0.4 $1.8M -28% 5.5k 328.93
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.4 $1.8M -22% 13k 138.32
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $1.8M -54% 23k 77.11
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Republic Services (RSG) 0.4 $1.8M -34% 8.1k 219.02
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Eli Lilly & Co. (LLY) 0.4 $1.8M -32% 1.9k 919.77
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Cme (CME) 0.4 $1.7M +297% 5.9k 295.35
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Ishares Ethereum Tr SHS (ETHA) 0.4 $1.7M +112% 110k 15.83
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Ishares Tr Residential Mult (REZ) 0.4 $1.7M +61% 21k 83.21
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Snap-on Incorporated (SNA) 0.4 $1.7M -34% 4.7k 363.24
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Texas Instruments Incorporated (TXN) 0.4 $1.7M -33% 8.8k 194.14
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Oneok (OKE) 0.3 $1.6M -33% 18k 90.39
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Spdr Series Trust State Street Spd (SPYV) 0.3 $1.5M -23% 26k 56.58
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Watsco, Incorporated (WSO) 0.3 $1.5M -34% 4.0k 363.87
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Mastercard Incorporated Cl A (MA) 0.3 $1.4M -32% 2.8k 499.75
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Sprott Asset Management Physical Silver (PSLV) 0.3 $1.4M 58k 24.39
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Air Products & Chemicals (APD) 0.3 $1.4M -32% 4.9k 290.54
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Qualcomm (QCOM) 0.3 $1.4M -33% 11k 128.79
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Sterling Construction Company (STRL) 0.3 $1.4M -24% 3.4k 407.27
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Automatic Data Processing (ADP) 0.3 $1.4M -32% 6.8k 203.18
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Accenture Plc Ireland Shs Class A (ACN) 0.3 $1.3M -38% 6.8k 198.32
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Shopify Cl A Sub Vtg Shs (SHOP) 0.3 $1.3M -40% 11k 118.62
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Thomson Reuters Corp. (TRI) 0.3 $1.3M NEW 15k 89.98
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Johnson & Johnson (JNJ) 0.3 $1.3M -35% 5.3k 244.47
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International Business Machines (IBM) 0.3 $1.3M -44% 5.3k 242.41
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Ares Management Corporation Cl A Com Stk (ARES) 0.3 $1.2M -34% 11k 109.10
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Curtiss-Wright (CW) 0.3 $1.2M -43% 1.8k 681.12
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Spdr Gold Tr Gold Shs (GLD) 0.3 $1.2M -8% 2.7k 430.29
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Mid-America Apartment (MAA) 0.2 $1.1M -36% 9.2k 122.12
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Boeing Company (BA) 0.2 $1.1M -31% 5.6k 199.03
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Walt Disney Company (DIS) 0.2 $1.1M -30% 12k 96.38
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Starbucks Corporation (SBUX) 0.2 $1.1M -37% 12k 89.60
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Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $1.1M -69% 11k 103.43
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.1M -22% 2.3k 479.21
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American Water Works (AWK) 0.2 $1.1M -36% 7.9k 136.09
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Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.2 $1.1M NEW 61k 17.32
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Nvent Elec SHS (NVT) 0.2 $1.0M -24% 8.6k 118.28
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Novo-nordisk A S Adr (NVO) 0.2 $972k +4% 26k 36.75
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Realty Income (O) 0.2 $936k -41% 15k 61.18
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Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.2 $887k 2.6k 337.95
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Comfort Systems USA (FIX) 0.2 $887k -56% 643.00 1378.99
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $880k +314% 18k 49.95
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Pepsi (PEP) 0.2 $864k -16% 5.6k 155.31
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Servicenow (NOW) 0.2 $856k -9% 8.2k 104.56
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Spdr Series Trust State Street Spd (SPMB) 0.2 $833k -24% 37k 22.39
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Uscf Etf Tr Summerhaven K1 (SDCI) 0.2 $826k NEW 30k 27.24
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Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.2 $805k -22% 19k 42.31
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Mccormick & Co Com Non Vtg (MKC) 0.2 $775k -35% 15k 50.44
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Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $764k -27% 1.7k 446.54
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Spdr Series Trust State Street Spd (SPSM) 0.2 $734k -23% 15k 48.32
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Penumbra (PEN) 0.2 $725k -27% 2.2k 328.37
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.2 $717k NEW 6.5k 110.47
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Monster Beverage Corp (MNST) 0.2 $702k -31% 9.7k 72.46
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Bj's Wholesale Club Holdings (BJ) 0.2 $701k -23% 7.1k 98.42
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Ishares Tr Core Us Aggbd Et (AGG) 0.2 $700k -20% 7.1k 99.27
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Intuitive Surgical Com New (ISRG) 0.1 $689k -37% 1.5k 460.99
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Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $673k -24% 29k 22.91
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Asml Hldg Nv N Y Registry Shs (ASML) 0.1 $666k -34% 504.00 1320.83
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Spdr Series Trust State Street Spd (SPTL) 0.1 $666k -23% 25k 26.30
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Cisco Systems (CSCO) 0.1 $663k -23% 8.5k 77.59
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Valmont Industries (VMI) 0.1 $659k -24% 1.6k 399.57
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Spdr Index Shs Fds State Street Spd (SPEM) 0.1 $653k -90% 14k 46.91
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IDEXX Laboratories (IDXX) 0.1 $645k -31% 1.1k 561.89
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Karman Hldgs Common Stock (KRMN) 0.1 $627k -18% 7.8k 80.05
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Halozyme Therapeutics (HALO) 0.1 $604k -25% 9.3k 64.63
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ConocoPhillips (COP) 0.1 $602k -11% 4.6k 132.00
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Procter & Gamble Company (PG) 0.1 $595k -31% 4.1k 144.46
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Rambus (RMBS) 0.1 $591k -25% 6.9k 86.03
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Carpenter Technology Corporation (CRS) 0.1 $588k NEW 1.5k 394.15
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Unilever Spon Adr New (UL) 0.1 $581k -30% 10k 56.97
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Medpace Hldgs (MEDP) 0.1 $580k -25% 1.2k 480.19
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Chevron Corporation (CVX) 0.1 $570k -24% 2.8k 206.92
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Autodesk (ADSK) 0.1 $567k -29% 2.4k 239.49
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.1 $564k -14% 11k 50.61
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Ishares Tr Ibonds Dec2026 (Principal) (IBDR) 0.1 $564k -32% 23k 24.24
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Ishares Tr Ibonds 27 Etf (Principal) (IBDS) 0.1 $564k -32% 23k 24.24
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Ishares Tr Ibds Dec28 Etf (IBDT) 0.1 $561k -32% 22k 25.33
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Ishares Tr Ibonds Dec 2030 (IBDV) 0.1 $557k -32% 26k 21.89
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Philip Morris International (PM) 0.1 $552k -10% 3.3k 165.34
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Range Resources (RRC) 0.1 $549k -24% 12k 45.18
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Ollies Bargain Outlt Hldgs I (OLLI) 0.1 $544k -28% 5.9k 92.04
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General Dynamics Corporation (GD) 0.1 $539k -27% 1.6k 343.34
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SYSCO Corporation (SYY) 0.1 $535k 7.5k 71.33
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Merck & Co (MRK) 0.1 $530k -76% 4.4k 120.29
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Msci (MSCI) 0.1 $529k -46% 981.00 539.01
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Regeneron Pharmaceuticals (REGN) 0.1 $523k -30% 677.00 772.64
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Prestige Brands Holdings (PBH) 0.1 $517k -3% 8.7k 59.27
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Costco Wholesale Corporation (COST) 0.1 $517k +14% 519.00 996.43
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Mondelez Intl Cl A (MDLZ) 0.1 $507k +78% 8.8k 57.64
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JPMorgan Chase & Co. (JPM) 0.1 $506k -15% 1.7k 294.16
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Rubrik Cl A (RBRK) 0.1 $503k NEW 10k 48.97
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Occidental Petroleum Corporation (OXY) 0.1 $502k -12% 7.7k 65.00
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Tractor Supply Company (TSCO) 0.1 $502k -24% 11k 45.30
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salesforce (CRM) 0.1 $493k -26% 2.6k 186.72
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Novanta (NOVT) 0.1 $488k NEW 4.1k 118.11
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Lincoln Electric Holdings (LECO) 0.1 $486k -23% 2.0k 249.08
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Ptc (PTC) 0.1 $474k -24% 3.3k 142.49
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Entegris (ENTG) 0.1 $468k -23% 4.0k 117.24
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UFP Technologies (UFPT) 0.1 $468k -24% 2.4k 193.60
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Zoetis Cl A (ZTS) 0.1 $467k -50% 3.9k 118.22
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Hawkins (HWKN) 0.1 $466k -24% 3.0k 153.60
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Shell Spon Ads (SHEL) 0.1 $454k -22% 4.9k 93.00
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Coca-Cola Company (KO) 0.1 $451k -5% 5.9k 76.05
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Boot Barn Hldgs (BOOT) 0.1 $449k -9% 3.1k 146.36
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Novartis Sponsored Adr (NVS) 0.1 $442k -13% 2.9k 152.75
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Repligen Corporation (RGEN) 0.1 $428k -24% 3.6k 117.82
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Union Pacific Corporation (UNP) 0.1 $427k -10% 1.8k 242.62
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Steris Shs Usd (STE) 0.1 $421k -25% 1.9k 221.19
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Iron Mountain (IRM) 0.1 $416k 4.1k 102.14
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Mirion Technologies Com Cl A (MIR) 0.1 $413k NEW 22k 18.59
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Insulet Corporation (PODD) 0.1 $413k -24% 2.0k 209.84
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Ishares Tr Tips Bd Etf (TIP) 0.1 $402k -52% 3.6k 110.36
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Lam Research Corp Com New (LRCX) 0.1 $401k NEW 1.9k 213.66
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At&t (T) 0.1 $401k +16% 14k 28.99
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Enbridge (ENB) 0.1 $395k -14% 7.3k 54.14
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Aon Shs Cl A (AON) 0.1 $392k -52% 1.2k 322.78
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Agnico (AEM) 0.1 $389k -18% 1.9k 202.98
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Charles Schwab Corporation (SCHW) 0.1 $386k -10% 4.1k 93.98
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Wells Fargo & Company (WFC) 0.1 $385k -40% 4.8k 79.61
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Pjt Partners Com Cl A (PJT) 0.1 $381k -25% 2.7k 139.72
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $380k -53% 4.4k 86.69
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CoStar (CSGP) 0.1 $379k +47% 9.4k 40.34
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Floor & Decor Hldgs Cl A (FND) 0.1 $378k -24% 7.4k 50.80
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Thermo Fisher Scientific (TMO) 0.1 $377k -26% 767.00 491.53
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C H Robinson Worldwide In Com New (CHRW) 0.1 $375k -26% 2.3k 166.13
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Celsius Hldgs Com New (CELH) 0.1 $364k NEW 10k 35.48
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Lockheed Martin Corporation (LMT) 0.1 $349k -7% 578.00 604.39
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Cooper Cos (COO) 0.1 $347k -23% 4.9k 71.50
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Abbott Laboratories (ABT) 0.1 $346k -60% 3.4k 102.68
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Elf Beauty (ELF) 0.1 $346k -24% 5.7k 60.61
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Duke Energy Corp Com New (DUK) 0.1 $339k -13% 2.6k 130.94
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Avery Dennison Corporation (AVY) 0.1 $338k -25% 2.0k 172.68
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $337k NEW 4.1k 82.57
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Terreno Realty Corporation (TRNO) 0.1 $335k -25% 5.4k 61.42
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Airbnb Com Cl A (ABNB) 0.1 $326k -46% 2.6k 126.30
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Amphenol Corp Cl A (APH) 0.1 $323k -7% 2.6k 126.35
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Pfizer (PFE) 0.1 $322k -26% 12k 28.08
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Spdr Series Trust State Street Spd (CWB) 0.1 $315k -53% 3.4k 91.52
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Expeditors International of Washington (EXPD) 0.1 $312k -31% 2.2k 143.23
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Kinsale Cap Group (KNSL) 0.1 $308k -29% 901.00 341.66
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J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.1 $300k -24% 4.9k 61.32
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ExlService Holdings (EXLS) 0.1 $299k -27% 9.8k 30.45
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Vanguard World Inf Tech Etf (VGT) 0.1 $298k 427.00 697.72
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Badger Meter (BMI) 0.1 $297k -26% 1.9k 152.35
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $296k -53% 2.7k 108.99
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Amgen (AMGN) 0.1 $294k +4% 836.00 351.85
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $294k -53% 3.7k 79.56
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Wal-Mart Stores (WMT) 0.1 $292k +6% 2.3k 124.30
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Deere & Company (DE) 0.1 $290k -28% 515.00 563.30
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Bank of America Corporation (BAC) 0.1 $288k -12% 5.9k 48.75
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American Express Company (AXP) 0.1 $286k -16% 946.00 302.48
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Waste Management (WM) 0.1 $286k -56% 1.2k 229.79
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Cdw (CDW) 0.1 $283k -27% 2.3k 121.02
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Brookfield Corp Cl A Ltd Vt Sh (BN) 0.1 $282k -15% 7.0k 40.47
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TJX Companies (TJX) 0.1 $280k 1.8k 159.70
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Comcast Corp Cl A (CMCSA) 0.1 $280k 9.7k 28.71
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American Electric Power Company (AEP) 0.1 $278k -13% 2.1k 131.08
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Becton, Dickinson and (BDX) 0.1 $278k -14% 1.8k 157.26
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Morningstar (MORN) 0.1 $274k -27% 1.6k 169.05
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United Parcel Svcs CL B (UPS) 0.1 $274k -27% 2.8k 98.38
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Simon Property (SPG) 0.1 $273k -12% 1.5k 186.53
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Synopsys (SNPS) 0.1 $267k -47% 674.00 396.48
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Palantir Technologies Cl A (PLTR) 0.1 $266k +11% 1.8k 146.28
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Spdr Series Trust State Street Spd (SPSB) 0.1 $265k -23% 8.8k 30.07
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Advanced Micro Devices (AMD) 0.1 $250k NEW 1.2k 203.43
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SEI Investments Company (SEIC) 0.1 $250k -32% 3.2k 78.47
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Ge Vernova (GEV) 0.1 $248k NEW 284.00 872.90
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Spdr Series Trust State Street Spd (SLYG) 0.1 $245k -22% 2.5k 96.62
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Applied Materials (AMAT) 0.1 $245k NEW 717.00 341.79
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L3harris Technologies (LHX) 0.1 $245k 708.00 345.59
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Yum! Brands (YUM) 0.1 $239k -31% 1.5k 155.48
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Us Bancorp Com New (USB) 0.1 $239k -31% 4.6k 52.01
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Uber Technologies (UBER) 0.1 $236k -41% 3.3k 71.93
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CVS Caremark Corporation (CVS) 0.0 $231k -16% 3.2k 71.82
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Pool Corporation (POOL) 0.0 $228k -24% 1.1k 202.33
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Caterpillar (CAT) 0.0 $222k NEW 313.00 708.46
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Paypal Holdings (PYPL) 0.0 $219k +19% 4.8k 45.23
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Micron Technology (MU) 0.0 $218k -7% 646.00 337.84
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Willis Towers Watson SHS (WTW) 0.0 $218k NEW 749.00 290.70
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.0 $217k 334.00 650.34
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Casey's General Stores (CASY) 0.0 $214k -26% 294.00 727.86
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CommVault Systems (CVLT) 0.0 $205k -27% 2.6k 77.89
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Monolithic Power Systems (MPWR) 0.0 $205k -20% 187.00 1093.35
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Vnet Group Sponsored Ads A (VNET) 0.0 $96k -14% 11k 8.39
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Past Filings by Alliance Wealth Advisors

SEC 13F filings are viewable for Alliance Wealth Advisors going back to 2022