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 40.91% of Alliance Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: UITB, VO, CRM, DOC, QQQ, BMY, ELV, EXC, VTV, MSFT.
- Started 4 new stock positions in EXC, DOC, BMY, QNC.
- Reduced shares in these 10 stocks: GLD, IJH, GOOGL, BK, AVGO, IWM, GLW, AMAT, GS, XOM.
- Sold out of its position in IWM.
- Alliance Wealth Advisors was a net buyer of stock by $2.5M.
- Alliance Wealth Advisors has $244M in assets under management (AUM), dropping by 6.86%.
- Central Index Key (CIK): 0001849724
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Portfolio Holdings for Alliance Wealth Advisors
Alliance Wealth Advisors holds 154 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 | |
|---|---|---|---|---|---|---|
| Ishares Tr Core Div Grwth (DGRO) | 11.2 | $27M | 390k | 70.18 |
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| Victory Portfolios Ii Core Intermediat (UITB) | 11.2 | $27M | +6% | 580k | 47.02 |
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| Palantir Technologies Cl A (PLTR) | 8.6 | $21M | 143k | 146.28 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 5.1 | $13M | +2% | 22k | 577.18 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 4.8 | $12M | 106k | 110.47 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 4.6 | $11M | +12% | 39k | 287.18 |
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| Vanguard Index Fds Value Etf (VTV) | 4.6 | $11M | 57k | 196.20 |
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| Intel Corporation (INTC) | 3.7 | $9.1M | 207k | 44.13 |
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| Spdr Gold Tr Gold Shs (GLD) | 1.9 | $4.7M | -20% | 11k | 430.29 |
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| Apple (AAPL) | 1.7 | $4.2M | 17k | 253.79 |
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| Echostar Corp Cl A (SATS) | 1.7 | $4.1M | 35k | 117.07 |
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| Microsoft Corporation (MSFT) | 1.5 | $3.7M | +5% | 9.9k | 370.19 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $3.4M | -10% | 12k | 287.56 |
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| Mp Materials Corp Com Cl A Call Option (MP) | 1.1 | $2.8M | 100k | 27.63 |
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| Peoples Financial Services Corp (PFIS) | 1.0 | $2.4M | 45k | 53.33 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $2.3M | +6% | 4.8k | 479.20 |
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| TransDigm Group Incorporated (TDG) | 0.9 | $2.3M | 2.0k | 1158.96 |
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| Exxon Mobil Corporation (XOM) | 0.9 | $2.2M | -3% | 13k | 169.66 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.9 | $2.2M | -29% | 32k | 67.53 |
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| Walt Disney Company (DIS) | 0.8 | $1.9M | +7% | 20k | 96.38 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.7 | $1.8M | 5.6k | 320.81 |
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| Ishares Tr Core Msci Total (IXUS) | 0.7 | $1.7M | +5% | 20k | 86.64 |
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| Amazon (AMZN) | 0.7 | $1.7M | 8.3k | 208.27 |
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| Merck & Co (MRK) | 0.7 | $1.6M | -2% | 13k | 120.29 |
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| Meta Platforms Cl A (META) | 0.6 | $1.5M | 2.6k | 572.13 |
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| Philip Morris International (PM) | 0.6 | $1.3M | 8.1k | 165.34 |
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| NVIDIA Corporation (NVDA) | 0.5 | $1.3M | -3% | 7.6k | 174.40 |
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| Gaming & Leisure Pptys (GLPI) | 0.5 | $1.3M | 28k | 44.37 |
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| salesforce (CRM) | 0.5 | $1.2M | +36% | 6.7k | 186.67 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.5 | $1.2M | 25k | 49.89 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $1.2M | 4.2k | 294.16 |
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| Community Bank System (CBU) | 0.5 | $1.2M | 21k | 58.65 |
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| Boeing Company (BA) | 0.5 | $1.2M | +2% | 6.1k | 199.03 |
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| Select Sector Spdr Tr State Street Rea (XLRE) | 0.5 | $1.2M | +8% | 29k | 40.83 |
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| Bank of New York Mellon Corporation (BK) | 0.5 | $1.2M | -17% | 9.7k | 118.63 |
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| Procter & Gamble Company (PG) | 0.5 | $1.1M | 7.9k | 144.44 |
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| Oneok (OKE) | 0.5 | $1.1M | 13k | 90.39 |
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| Abbvie (ABBV) | 0.4 | $1.1M | 5.0k | 217.48 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.1M | 3.7k | 286.86 |
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| Enbridge (ENB) | 0.4 | $1.1M | -2% | 20k | 54.14 |
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| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.4 | $1.0M | +6% | 23k | 44.85 |
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| PPL Corporation (PPL) | 0.4 | $1.0M | +16% | 27k | 38.20 |
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| Verizon Communications (VZ) | 0.4 | $982k | +14% | 20k | 50.20 |
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| Paramount Skydance Corp Com Cl B (PSKY) | 0.4 | $902k | 100k | 9.02 |
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| Wells Fargo & Company (WFC) | 0.4 | $871k | +2% | 11k | 79.61 |
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| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 0.4 | $865k | 26k | 33.77 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.3 | $837k | +6% | 15k | 56.68 |
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| Nio Spon Ads Call Option (NIO) | 0.3 | $795k | 400k | 1.99 |
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| Pepsi (PEP) | 0.3 | $731k | 4.7k | 155.29 |
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| Broadcom (AVGO) | 0.3 | $715k | -24% | 2.3k | 309.45 |
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| Goldman Sachs (GS) | 0.3 | $701k | -13% | 829.00 | 845.99 |
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| Morgan Stanley Com New (MS) | 0.3 | $680k | 4.1k | 164.57 |
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| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.3 | $665k | +12% | 9.7k | 68.28 |
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| Waste Management (WM) | 0.3 | $649k | 2.8k | 229.79 |
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| Bank of America Corporation (BAC) | 0.3 | $649k | -7% | 13k | 48.75 |
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| Pfizer (PFE) | 0.3 | $645k | 23k | 28.08 |
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| First Tr Exchange-traded Hlth Care Alph (FXH) | 0.3 | $625k | 5.7k | 109.77 |
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| Wal-Mart Stores (WMT) | 0.3 | $616k | 5.0k | 124.29 |
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| SLB Com Stk (SLB) | 0.3 | $615k | 12k | 51.39 |
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| Johnson & Johnson (JNJ) | 0.2 | $609k | -5% | 2.5k | 244.46 |
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| Eli Lilly & Co. (LLY) | 0.2 | $607k | -2% | 660.00 | 919.77 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $595k | 1.2k | 499.66 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $586k | 1.4k | 426.40 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $579k | 11k | 54.05 |
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| Vanguard World Materials Etf (VAW) | 0.2 | $571k | 2.5k | 225.34 |
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| Chevron Corporation (CVX) | 0.2 | $568k | 2.7k | 206.93 |
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| Coca-Cola Company (KO) | 0.2 | $555k | -2% | 7.3k | 76.05 |
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| Edison International (EIX) | 0.2 | $549k | -2% | 7.5k | 73.18 |
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| Corning Incorporated (GLW) | 0.2 | $543k | -18% | 4.0k | 135.99 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $520k | 8.1k | 64.08 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $519k | 859.00 | 604.39 |
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| Truist Financial Corp equities (TFC) | 0.2 | $517k | 11k | 45.97 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) | 0.2 | $515k | 11k | 45.97 |
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| Advanced Micro Devices (AMD) | 0.2 | $509k | 2.5k | 203.43 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $502k | +4% | 5.3k | 93.98 |
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| GSK Sponsored Adr (GSK) | 0.2 | $501k | -3% | 9.1k | 55.19 |
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| Plug Pwr Com New (PLUG) | 0.2 | $490k | 217k | 2.26 |
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| Anthem (ELV) | 0.2 | $480k | +83% | 1.6k | 292.75 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $477k | 798.00 | 597.43 |
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| Booking Holdings (BKNG) | 0.2 | $476k | +6% | 113.00 | 4210.32 |
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| Ge Aerospace Com New (GE) | 0.2 | $472k | 1.7k | 283.77 |
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| Comcast Corp Cl A (CMCSA) | 0.2 | $467k | -8% | 16k | 28.71 |
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| Starbucks Corporation (SBUX) | 0.2 | $464k | -5% | 5.2k | 89.59 |
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| Amgen (AMGN) | 0.2 | $457k | 1.3k | 351.85 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $453k | 3.5k | 130.94 |
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| Becton, Dickinson and (BDX) | 0.2 | $452k | +6% | 2.9k | 157.23 |
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| Medtronic SHS (MDT) | 0.2 | $444k | 5.1k | 86.65 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.2 | $443k | -4% | 1.3k | 337.95 |
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| Lamar Advertising Cl A (LAMR) | 0.2 | $440k | 3.5k | 126.66 |
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| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) | 0.2 | $433k | 16k | 28.00 |
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| At&t (T) | 0.2 | $433k | 15k | 28.99 |
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| Fidelity D + D Bncrp (FDBC) | 0.2 | $427k | +30% | 9.9k | 43.28 |
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| Norwood Financial Corporation (NWFL) | 0.2 | $423k | 14k | 29.42 |
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| Air Products & Chemicals (APD) | 0.2 | $422k | -3% | 1.5k | 290.49 |
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| ConocoPhillips (COP) | 0.2 | $421k | -2% | 3.2k | 132.00 |
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| Applied Materials (AMAT) | 0.2 | $420k | -21% | 1.2k | 341.79 |
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| Ford Motor Company (F) | 0.2 | $417k | 36k | 11.54 |
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| McDonald's Corporation (MCD) | 0.2 | $417k | 1.3k | 310.79 |
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| Ge Vernova (GEV) | 0.2 | $414k | 474.00 | 872.90 |
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| Qualcomm (QCOM) | 0.2 | $409k | -5% | 3.2k | 128.78 |
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| Constellation Energy (CEG) | 0.2 | $405k | 1.5k | 279.25 |
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| Ishares Tr Msci India Etf (INDA) | 0.2 | $403k | 8.6k | 46.84 |
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| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.2 | $397k | 16k | 24.28 |
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| Altria (MO) | 0.2 | $395k | 6.0k | 65.99 |
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| Spdr Series Trust State Street Spd (SPIB) | 0.2 | $391k | 12k | 33.54 |
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| Visa Com Cl A (V) | 0.2 | $384k | +20% | 1.3k | 302.24 |
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| Omni (OMC) | 0.2 | $383k | +2% | 5.1k | 75.31 |
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| Citigroup Com New (C) | 0.2 | $383k | 3.4k | 113.41 |
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| Trane Technologies SHS (TT) | 0.2 | $375k | 900.00 | 416.74 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $366k | 1.4k | 261.92 |
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| PNC Financial Services (PNC) | 0.1 | $359k | 1.7k | 208.09 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $355k | 3.5k | 102.26 |
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| Caterpillar (CAT) | 0.1 | $351k | 496.00 | 708.14 |
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| Prudential Financial (PRU) | 0.1 | $343k | 3.5k | 97.68 |
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| Entergy Corporation (ETR) | 0.1 | $328k | 2.9k | 112.36 |
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| Penn National Gaming (PENN) | 0.1 | $327k | 22k | 15.03 |
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| Peak (DOC) | 0.1 | $322k | NEW | 20k | 16.43 |
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| Lloyds Banking Group Sponsored Adr (LYG) | 0.1 | $322k | +6% | 64k | 5.03 |
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| Fidelity National Information Services (FIS) | 0.1 | $319k | +27% | 6.8k | 46.91 |
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| American Tower Reit (AMT) | 0.1 | $319k | 1.8k | 172.58 |
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| J P Morgan Exchange Traded F Active Value Etf (JAVA) | 0.1 | $318k | +4% | 4.4k | 71.75 |
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| Tesla Motors (TSLA) | 0.1 | $317k | 853.00 | 371.75 |
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| Iqvia Holdings (IQV) | 0.1 | $307k | -4% | 1.8k | 170.54 |
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| Costco Wholesale Corporation (COST) | 0.1 | $304k | 305.00 | 996.43 |
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| Huntington Ingalls Inds (HII) | 0.1 | $302k | -3% | 796.00 | 379.90 |
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| Linde SHS (LIN) | 0.1 | $298k | 600.00 | 495.76 |
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| CVS Caremark Corporation (CVS) | 0.1 | $289k | 4.0k | 71.82 |
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| Enterprise Products Partners (EPD) | 0.1 | $279k | 7.4k | 37.84 |
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| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.1 | $271k | 2.9k | 92.76 |
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| Wec Energy Group (WEC) | 0.1 | $267k | 2.3k | 115.77 |
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| Home Depot (HD) | 0.1 | $265k | 806.00 | 328.89 |
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| M&T Bank Corporation (MTB) | 0.1 | $265k | 1.3k | 206.72 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $260k | 1.2k | 213.67 |
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| Dominion Resources (D) | 0.1 | $259k | 4.2k | 61.82 |
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| SYSCO Corporation (SYY) | 0.1 | $259k | 3.6k | 71.33 |
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| Exchange Traded Concepts Tru Inqq The India I (INQQ) | 0.1 | $256k | 22k | 11.64 |
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| Blackrock (BLK) | 0.1 | $255k | 265.00 | 961.71 |
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| Ab Active Etfs Tax Aware Shrt (TAFI) | 0.1 | $254k | 10k | 25.18 |
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| Cal Maine Foods Com New (CALM) | 0.1 | $253k | 3.2k | 79.15 |
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| Global X Fds S&p 500 Catholic (CATH) | 0.1 | $251k | +3% | 3.2k | 78.15 |
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| General Dynamics Corporation (GD) | 0.1 | $240k | +3% | 699.00 | 343.22 |
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| Cisco Systems (CSCO) | 0.1 | $239k | 3.1k | 77.59 |
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| Genuine Parts Company (GPC) | 0.1 | $238k | -2% | 2.2k | 105.75 |
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| United Parcel Svcs CL B (UPS) | 0.1 | $236k | 2.4k | 98.40 |
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| Bristol Myers Squibb (BMY) | 0.1 | $226k | NEW | 3.7k | 60.65 |
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| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.1 | $225k | 2.0k | 114.32 |
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| Capital Group Core Balanced SHS (CGBL) | 0.1 | $216k | +8% | 6.3k | 34.41 |
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| Eversource Energy (ES) | 0.1 | $211k | 3.0k | 69.28 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $210k | +18% | 5.5k | 38.42 |
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| Paypal Holdings Call Option (PYPL) | 0.1 | $209k | 78k | 2.69 |
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| Exelon Corporation (EXC) | 0.1 | $204k | NEW | 4.2k | 49.02 |
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| Fs Kkr Capital Corp (FSK) | 0.1 | $183k | 18k | 10.18 |
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| Soundhound Ai Class A Com (SOUN) | 0.0 | $88k | 13k | 6.87 |
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| Quantum Emotion Corp Ordinary Shares (QNC) | 0.0 | $39k | NEW | 17k | 2.29 |
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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 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
- Alliance Wealth Advisors 2022 Q3 filed Oct. 11, 2022
- Alliance Wealth Advisors 2022 Q2 filed July 20, 2022