Alliance Wealth Advisors
Latest statistics and disclosures from Alliance Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DGRO, PLTR, UITB, INTC, QQQ, and represent 39.93% of Alliance Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: OKLO, Exxon Mobil Corp, IDEQ, Oneok, QQQ, DGRO, UITB, VTV, IBIT, VO.
- Started 9 new stock positions in IBIT, AVLV, JPST, VIG, Oneok, Exxon Mobil Corp, COWZ, OTIS, SPYM.
- Reduced shares in these 10 stocks: , OKE, XLRE, CALM, STM, ARM, IWM, OHI, KO, NVDA.
- Sold out of its positions in ARM, CALM, XOM, IWM, OHI, OKE, STM.
- Alliance Wealth Advisors was a net buyer of stock by $6.8M.
- Alliance Wealth Advisors has $317M in assets under management (AUM), dropping by 2.87%.
- Central Index Key (CIK): 0001849724
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Portfolio Holdings for Alliance Wealth Advisors
Alliance Wealth Advisors holds 168 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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| Ishares Tr Core Div Grwth (DGRO) | 9.7 | $31M | 409k | 75.39 |
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| Palantir Technologies Cl A Call Option (PLTR) | 8.5 | $27M | 143k | 187.05 |
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| Victory Portfolios Ii Core Bd Etf (UITB) | 8.4 | $27M | 599k | 44.64 |
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| Intel Corporation (INTC) | 7.9 | $25M | 207k | 120.24 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 5.4 | $17M | +4% | 23k | 739.77 |
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| Lazard Active Etf Tr Intl Dynamic Eqt (IDEQ) | 5.4 | $17M | +7% | 488k | 35.02 |
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| Vanguard Index Fds Mrngstr Val Etf (VTV) | 4.3 | $14M | +2% | 63k | 216.08 |
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| Vanguard Index Fds Mrngstr Mid Cap (VO) | 4.2 | $13M | +2% | 169k | 78.42 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 4.2 | $13M | 112k | 117.77 |
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| Oklo Com Cl A (OKLO) | 1.8 | $5.6M | +198% | 151k | 37.02 |
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| Apple (AAPL) | 1.7 | $5.4M | 16k | 333.01 |
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| Microsoft Corporation (MSFT) | 1.6 | $5.2M | 10k | 512.91 |
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| Mp Materials Corp Com Cl A Call Option (MP) | 1.5 | $4.7M | 100k | 47.29 |
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| Spdr Gold Tr Gold Shs (GLD) | 1.3 | $4.2M | 11k | 380.84 |
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| Paypal Holdings Call Option (PYPL) | 1.3 | $4.1M | 78k | 52.53 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $3.9M | 11k | 344.08 |
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| Echostar Corp Cl A | 1.0 | $3.1M | 35k | 89.41 |
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| Peoples Financial Services Corp (PFIS) | 1.0 | $3.0M | 45k | 67.36 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $2.4M | 4.7k | 497.95 |
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| Amazon (AMZN) | 0.7 | $2.2M | 8.7k | 249.15 |
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| Vanguard Index Fds MRNGSTR TTL STK (VTI) | 0.7 | $2.1M | 5.6k | 374.24 |
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| Exxonmobil Holdings Corp Com Shs | 0.7 | $2.1M | NEW | 13k | 162.75 |
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| TransDigm Group Incorporated (TDG) | 0.7 | $2.1M | 1.9k | 1082.60 |
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| Ishares Tr Core Msci Total (IXUS) | 0.6 | $2.0M | +2% | 22k | 94.99 |
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| Walt Disney Company (DIS) | 0.6 | $2.0M | 19k | 104.90 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.6 | $2.0M | 28k | 71.95 |
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| Meta Platforms Cl A (META) | 0.6 | $1.9M | 2.7k | 725.18 |
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| Merck & Co (MRK) | 0.6 | $1.9M | 13k | 145.31 |
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| NVIDIA Corporation (NVDA) | 0.6 | $1.7M | -8% | 7.6k | 228.38 |
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| Advanced Micro Devices (AMD) | 0.5 | $1.5M | -5% | 2.4k | 611.76 |
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| salesforce (CRM) | 0.5 | $1.5M | 6.3k | 229.57 |
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| Philip Morris International (PM) | 0.5 | $1.4M | -9% | 7.5k | 190.82 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $1.4M | 4.2k | 330.83 |
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| Nio Spon Ads Call Option (NIO) | 0.4 | $1.4M | 400k | 3.43 |
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| Bank of New York Mellon Corporation (BNY) | 0.4 | $1.3M | 9.2k | 144.63 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.2M | 3.6k | 340.74 |
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| Abbvie (ABBV) | 0.4 | $1.2M | 4.6k | 261.58 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.4 | $1.2M | 25k | 47.36 |
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| Community Bank System (CBU) | 0.4 | $1.1M | -3% | 19k | 59.54 |
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| Boeing Company (BA) | 0.4 | $1.1M | 6.1k | 186.05 |
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| Procter & Gamble Company (PG) | 0.4 | $1.1M | -2% | 7.7k | 145.28 |
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| Gaming & Leisure Pptys (GLPI) | 0.3 | $1.1M | 28k | 37.97 |
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| Oneok | 0.3 | $1.1M | NEW | 13k | 85.27 |
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| Paramount Skydance Corp Com Cl B (PSKY) | 0.3 | $1.0M | 100k | 10.33 |
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| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.3 | $1.0M | -2% | 22k | 46.49 |
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| First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR) | 0.3 | $959k | 26k | 37.47 |
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| Broadcom (AVGO) | 0.3 | $923k | +9% | 2.6k | 351.17 |
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| Verizon Communications (VZ) | 0.3 | $907k | 20k | 45.87 |
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| Wells Fargo & Company (WFC) | 0.3 | $861k | 11k | 80.05 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.3 | $848k | 15k | 56.22 |
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| PPL Corporation (PPL) | 0.3 | $835k | 25k | 32.89 |
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| Enbridge (ENB) | 0.3 | $832k | 18k | 46.49 |
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| Fidelity D + D Bncrp (FDBC) | 0.3 | $818k | 15k | 54.31 |
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| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.3 | $802k | +5% | 10k | 78.29 |
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| Morgan Stanley Com New (MS) | 0.2 | $777k | 4.1k | 188.08 |
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| First Tr Exchange-traded Hlth Care Alph (FXH) | 0.2 | $745k | 5.7k | 130.74 |
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| Bank of America Corporation (BAC) | 0.2 | $732k | 14k | 54.43 |
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| Goldman Sachs (GS) | 0.2 | $708k | -2% | 786.00 | 900.36 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $690k | 5.5k | 125.26 |
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| Corning Incorporated (GLW) | 0.2 | $689k | +10% | 4.5k | 153.77 |
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| Eli Lilly & Co. (LLY) | 0.2 | $678k | -9% | 586.00 | 1157.08 |
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| Johnson & Johnson (JNJ) | 0.2 | $665k | 2.5k | 264.77 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $635k | 11k | 59.31 |
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| Pfizer (PFE) | 0.2 | $630k | 22k | 28.52 |
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| Amgen (AMGN) | 0.2 | $615k | 1.5k | 421.51 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $598k | 1.1k | 551.47 |
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| Pepsi (PEP) | 0.2 | $598k | 4.7k | 126.72 |
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| Becton, Dickinson and (BDX) | 0.2 | $598k | 3.3k | 179.00 |
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| Anthem (ELV) | 0.2 | $591k | 1.5k | 388.82 |
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| Waste Management (WM) | 0.2 | $582k | 2.9k | 203.92 |
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| SLB Com Stk (SLB) | 0.2 | $571k | 12k | 48.72 |
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| Chevron Corporation (CVX) | 0.2 | $566k | 2.8k | 204.23 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) | 0.2 | $556k | 11k | 49.68 |
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| Applied Materials (AMAT) | 0.2 | $554k | 1.1k | 511.38 |
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| Vanguard World Materials Etf (VAW) | 0.2 | $553k | 2.5k | 218.17 |
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| Medtronic SHS (MDT) | 0.2 | $543k | 6.3k | 86.29 |
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| Wal-Mart Stores (WMT) | 0.2 | $542k | 5.2k | 103.92 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $524k | 5.4k | 97.74 |
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| Truist Financial Corp equities (TFC) | 0.2 | $513k | 11k | 46.30 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $511k | -8% | 729.00 | 700.71 |
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| Home Depot (HD) | 0.2 | $504k | +65% | 1.8k | 284.49 |
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| Ge Aerospace Com New (GE) | 0.2 | $501k | -3% | 1.6k | 312.29 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.2 | $496k | -2% | 1.1k | 456.19 |
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| Booking Holdings (BKNG) | 0.2 | $496k | +3% | 3.0k | 162.91 |
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| Norwood Financial Corporation (NWFL) | 0.1 | $475k | 14k | 33.04 |
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| First Tr Exchng Traded Fd Vi Ft Vest Deep Etf (BUFD) | 0.1 | $470k | 16k | 30.37 |
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| Visa Com Cl A (V) | 0.1 | $457k | 1.3k | 359.33 |
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| Citigroup Com New (C) | 0.1 | $439k | 3.4k | 129.48 |
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| Ge Vernova (GEV) | 0.1 | $437k | -2% | 460.00 | 950.49 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $433k | 850.00 | 509.25 |
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| Iqvia Holdings (IQV) | 0.1 | $433k | -5% | 1.6k | 268.85 |
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| Ford Motor Company (F) | 0.1 | $429k | 36k | 12.06 |
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| Coca-Cola Company (KO) | 0.1 | $422k | -29% | 4.9k | 86.08 |
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| Plug Pwr Com New (PLUG) | 0.1 | $421k | 217k | 1.94 |
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| ConocoPhillips (COP) | 0.1 | $413k | 3.3k | 125.15 |
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| Prudential Financial (PRU) | 0.1 | $407k | 3.6k | 113.57 |
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| Caterpillar (CAT) | 0.1 | $407k | 502.00 | 810.46 |
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| Trane Technologies SHS (TT) | 0.1 | $407k | 900.00 | 451.98 |
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| Ishares Tr Msci India Etf (INDA) | 0.1 | $401k | 8.6k | 46.68 |
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| GSK Sponsored Adr (GSK) | 0.1 | $400k | 8.3k | 48.17 |
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| Vanguard Index Fds Mrngstr Sml Cap (VB) | 0.1 | $397k | 1.4k | 284.49 |
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| Altria (MO) | 0.1 | $396k | 5.9k | 67.34 |
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| Air Products & Chemicals (APD) | 0.1 | $391k | 1.4k | 278.23 |
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| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.1 | $390k | -7% | 15k | 25.90 |
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| Omni (OMC) | 0.1 | $388k | 5.3k | 73.63 |
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| Edison International (EIX) | 0.1 | $387k | 7.2k | 53.73 |
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| Peak (DOC) | 0.1 | $384k | 19k | 19.97 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $383k | 3.5k | 110.29 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $383k | +4% | 18k | 21.76 |
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| Spdr Series Trust St Inter Bd Etf (SPIB) | 0.1 | $377k | 12k | 32.28 |
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| Constellation Energy (CEG) | 0.1 | $368k | 1.5k | 254.02 |
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| Qualcomm (QCOM) | 0.1 | $357k | -27% | 1.9k | 184.04 |
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| Lloyds Banking Group Sponsored Adr (LYG) | 0.1 | $353k | 63k | 5.63 |
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| PNC Financial Services (PNC) | 0.1 | $346k | -7% | 1.6k | 222.26 |
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| CVS Caremark Corporation (CVS) | 0.1 | $343k | 4.0k | 85.70 |
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| Cisco Systems (CSCO) | 0.1 | $337k | 3.1k | 107.64 |
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| Global X Fds S&p 500 Catholic (CATH) | 0.1 | $336k | +15% | 3.7k | 90.68 |
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| J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO) | 0.1 | $336k | +25% | 4.9k | 69.17 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $334k | +2% | 1.8k | 183.37 |
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| At&t (T) | 0.1 | $322k | -11% | 13k | 24.40 |
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| Select Sector Spdr Tr St Str Real Etf (XLRE) | 0.1 | $321k | -76% | 7.8k | 40.91 |
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| J P Morgan Exchange Traded F Active Value Etf (JAVA) | 0.1 | $319k | 4.0k | 79.72 |
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| Penn National Gaming (PENN) | 0.1 | $318k | 22k | 14.65 |
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| Tesla Motors (TSLA) | 0.1 | $316k | 890.00 | 354.81 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $314k | 2.8k | 114.01 |
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| SYSCO Corporation (SYY) | 0.1 | $314k | +12% | 4.0k | 77.96 |
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| McDonald's Corporation (MCD) | 0.1 | $310k | 1.3k | 230.94 |
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| Intercontinental Exchange (ICE) | 0.1 | $309k | +4% | 2.0k | 152.03 |
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| American Tower Reit (AMT) | 0.1 | $300k | 1.8k | 163.69 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $287k | NEW | 6.1k | 47.34 |
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| Blackrock (BLK) | 0.1 | $286k | 270.00 | 1058.29 |
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| Costco Wholesale Corporation (COST) | 0.1 | $285k | 313.00 | 910.34 |
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| Linde SHS (LIN) | 0.1 | $285k | 600.00 | 474.65 |
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| Exchange Traded Concepts Tru Inqq Ind Int Etf (INQQ) | 0.1 | $284k | 22k | 12.93 |
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| Strategy Series A Perp Pf (STRK) | 0.1 | $284k | +2% | 3.8k | 74.17 |
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| Genuine Parts Company (GPC) | 0.1 | $283k | 2.3k | 125.74 |
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| M&T Bank Corporation (MTB) | 0.1 | $279k | 1.3k | 217.60 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $276k | 986.00 | 280.09 |
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| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.1 | $274k | 2.9k | 93.85 |
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| Micron Technology (MU) | 0.1 | $271k | 254.00 | 1065.11 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $270k | -10% | 1.1k | 247.93 |
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| Otis Worldwide Corp (OTIS) | 0.1 | $263k | NEW | 4.1k | 64.32 |
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| Enterprise Products Partners (EPD) | 0.1 | $262k | 7.4k | 35.61 |
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| Dominion Resources (D) | 0.1 | $253k | 4.2k | 60.52 |
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| General Dynamics Corporation (GD) | 0.1 | $249k | 750.00 | 331.83 |
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| First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) | 0.1 | $246k | 2.4k | 103.09 |
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| Amphenol Corp Cl A (APH) | 0.1 | $245k | +104% | 2.9k | 84.30 |
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| Ab Active Etfs Tax Aware Shrt (TAFI) | 0.1 | $241k | 9.8k | 24.58 |
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| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.1 | $240k | 2.0k | 121.76 |
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| Entergy Corporation (ETR) | 0.1 | $237k | 2.4k | 99.26 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $234k | NEW | 3.5k | 66.76 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $232k | NEW | 4.6k | 50.37 |
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| Wec Energy Group (WEC) | 0.1 | $229k | 2.3k | 100.78 |
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| CNB Financial Corporation (CCNE) | 0.1 | $228k | 6.9k | 33.28 |
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| Bristol Myers Squibb (BMY) | 0.1 | $225k | 3.6k | 62.40 |
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| Lamar Advertising Cl A (LAMR) | 0.1 | $224k | 1.6k | 144.11 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $222k | NEW | 953.00 | 233.29 |
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| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.1 | $222k | NEW | 2.5k | 90.44 |
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| United Parcel Svcs CL B (UPS) | 0.1 | $221k | 2.4k | 93.44 |
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| Fidelity National Information Services (FIS) | 0.1 | $220k | 6.7k | 32.90 |
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| Fidelity Covington Trust Fidelity Us Mltf (FLRG) | 0.1 | $219k | +4% | 5.3k | 41.27 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $218k | 1.3k | 166.28 |
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| Huntington Ingalls Inds (HII) | 0.1 | $218k | 816.00 | 267.07 |
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| Spdr Series Trust St Str P500etf (SPYM) | 0.1 | $212k | NEW | 2.4k | 89.76 |
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| Eversource Energy (ES) | 0.1 | $203k | 3.2k | 64.16 |
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| Fs Kkr Capital Corp (FSK) | 0.1 | $201k | 18k | 10.99 |
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| Soundhound Ai Class A Com (SOUN) | 0.0 | $77k | 13k | 6.02 |
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| Quantum Emotion Corp Ordinary Shares (QNC) | 0.0 | $25k | 17k | 1.48 |
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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 2026 Q3 filed Oct. 14, 2026
- Alliance Wealth Advisors 2026 Q2 filed July 9, 2026
- Alliance Wealth Advisors 2026 Q1 filed May 13, 2026
- 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