Alliance Wealth Advisors
Latest statistics and disclosures from Alliance Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DGRO, AGG, IJH, VEA, QQQ, and represent 32.98% of Alliance Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: VTEB, DGRO, QQQ, AGG, IUSV, DVY, VZ, CSCO, BUFD, COP.
- Started 9 new stock positions in IUSV, TSM, VTEB, AVGO, EXC, CSCO, COP, BUFD, DVY.
- Reduced shares in these 10 stocks: , TXN, LMT, MSFT, DIS, PPL, AAPL, XOM, INTC, BMY.
- Sold out of its positions in TSLA, TXN.
- Alliance Wealth Advisors was a net buyer of stock by $2.9M.
- Alliance Wealth Advisors has $120M in assets under management (AUM), dropping by 11.70%.
- Central Index Key (CIK): 0001849724
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Portfolio Holdings for Alliance Wealth Advisors
Alliance Wealth Advisors holds 114 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Ishares Tr Core Div Grwth (DGRO) | 11.9 | $14M | +2% | 287k | 50.00 | |
Ishares Tr Core Us Aggbd Et (AGG) | 8.8 | $11M | +3% | 109k | 96.99 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 4.3 | $5.2M | 21k | 241.89 | ||
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 4.2 | $5.1M | 121k | 41.97 | ||
Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.7 | $4.5M | +8% | 17k | 266.28 | |
Ishares Tr Core S&p Scp Etf (IJR) | 2.8 | $3.4M | 35k | 94.64 | ||
Merck & Co (MRK) | 2.5 | $3.0M | -2% | 27k | 110.95 | |
Apple (AAPL) | 2.2 | $2.7M | -4% | 21k | 129.93 | |
Spdr Gold Tr Gold Shs (GLD) | 2.2 | $2.6M | 15k | 169.64 | ||
Enbridge (ENB) | 2.0 | $2.4M | 63k | 39.10 | ||
Walt Disney Company (DIS) | 2.0 | $2.4M | -6% | 28k | 86.88 | |
Vanguard Index Fds Small Cp Etf (VB) | 2.0 | $2.4M | +3% | 13k | 183.55 | |
CVS Caremark Corporation (CVS) | 1.8 | $2.1M | 23k | 93.19 | ||
Vanguard Index Fds Mid Cap Etf (VO) | 1.8 | $2.1M | +2% | 10k | 203.81 | |
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TransDigm Group Incorporated (TDG) | 1.7 | $2.0M | 3.2k | 629.65 | ||
Microsoft Corporation (MSFT) | 1.7 | $2.0M | -7% | 8.3k | 239.82 | |
Schlumberger Com Stk (SLB) | 1.6 | $1.9M | 36k | 53.46 | ||
Alphabet Cap Stk Cl A (GOOGL) | 1.6 | $1.9M | +2% | 21k | 88.23 | |
First Tr Exchange-traded Risng Divd Achiv (RDVY) | 1.6 | $1.9M | +2% | 42k | 43.92 | |
Procter & Gamble Company (PG) | 1.4 | $1.7M | 11k | 151.56 | ||
Exxon Mobil Corporation (XOM) | 1.3 | $1.6M | -6% | 14k | 110.30 | |
Ishares Tr Core Msci Total (IXUS) | 1.2 | $1.5M | +17% | 25k | 57.88 | |
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR) | 1.2 | $1.4M | 63k | 22.21 | ||
First Tr Exchange-traded Cap Strength Etf (FTCS) | 1.0 | $1.2M | +5% | 16k | 74.95 | |
Goldman Sachs (GS) | 1.0 | $1.2M | 3.4k | 343.38 | ||
Community Bank System (CBU) | 0.9 | $1.1M | 18k | 62.95 | ||
Boeing Company (BA) | 0.9 | $1.0M | 5.4k | 190.49 | ||
Philip Morris International (PM) | 0.8 | $1000k | -4% | 9.9k | 101.21 | |
First Tr Value Line Divid In SHS (FVD) | 0.8 | $963k | 24k | 39.91 | ||
Abbvie (ABBV) | 0.8 | $928k | -6% | 5.7k | 161.62 | |
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.8 | $916k | NEW | 19k | 49.49 | |
Intel Corporation (INTC) | 0.8 | $907k | -10% | 34k | 26.43 | |
Pepsi (PEP) | 0.7 | $838k | -2% | 4.6k | 180.66 | |
Pfizer (PFE) | 0.7 | $827k | -3% | 16k | 51.24 | |
Oneok (OKE) | 0.7 | $819k | 13k | 65.70 | ||
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.6 | $762k | 15k | 50.13 | ||
Johnson & Johnson (JNJ) | 0.6 | $735k | -9% | 4.2k | 176.64 | |
Lockheed Martin Corporation (LMT) | 0.6 | $708k | -22% | 1.5k | 486.49 | |
Verizon Communications (VZ) | 0.6 | $692k | +54% | 18k | 39.40 | |
Mastercard Incorporated Cl A (MA) | 0.6 | $672k | 1.9k | 347.73 | ||
PPL Corporation (PPL) | 0.6 | $671k | -16% | 23k | 29.22 | |
First Tr Exchange Traded Hlth Care Alph (FXH) | 0.5 | $657k | 6.0k | 108.73 | ||
JPMorgan Chase & Co. (JPM) | 0.5 | $648k | -6% | 4.8k | 134.10 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.5 | $641k | +29% | 16k | 38.98 | |
Coca-Cola Company (KO) | 0.5 | $635k | -6% | 10k | 63.61 | |
Amazon (AMZN) | 0.5 | $616k | 7.3k | 84.00 | ||
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $581k | 1.9k | 308.90 | ||
Waste Management (WM) | 0.5 | $570k | -2% | 3.6k | 156.88 | |
Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.5 | $559k | 16k | 35.86 | ||
Comcast Corp Cl A (CMCSA) | 0.4 | $537k | 15k | 34.97 | ||
Bank of America Corporation (BAC) | 0.4 | $508k | -8% | 15k | 33.12 | |
United Parcel Service CL B (UPS) | 0.4 | $500k | 2.9k | 173.84 | ||
Vanguard Index Fds Real Estate Etf (VNQ) | 0.4 | $499k | +5% | 6.0k | 82.48 | |
Meta Platforms Cl A (META) | 0.4 | $482k | 4.0k | 120.34 | ||
Altria (MO) | 0.4 | $480k | +12% | 11k | 45.71 | |
Dominion Resources (D) | 0.4 | $463k | -2% | 7.5k | 61.32 | |
Duke Energy Corp Com New (DUK) | 0.4 | $452k | -2% | 4.4k | 102.99 | |
Wells Fargo & Company (WFC) | 0.4 | $446k | -4% | 11k | 41.29 | |
Vanguard World Fds Materials Etf (VAW) | 0.4 | $442k | 2.6k | 170.20 | ||
Iqvia Holdings (IQV) | 0.4 | $438k | 2.1k | 204.89 | ||
UnitedHealth (UNH) | 0.3 | $414k | 781.00 | 530.18 | ||
Peoples Financial Services Corp (PFIS) | 0.3 | $407k | 7.9k | 51.84 | ||
Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.3 | $404k | 13k | 31.83 | ||
Chevron Corporation (CVX) | 0.3 | $404k | -6% | 2.3k | 179.47 | |
Lamar Advertising Cl A (LAMR) | 0.3 | $404k | 4.3k | 94.40 | ||
McDonald's Corporation (MCD) | 0.3 | $402k | +11% | 1.5k | 263.53 | |
Amgen (AMGN) | 0.3 | $401k | -3% | 1.5k | 262.64 | |
PNC Financial Services (PNC) | 0.3 | $392k | 2.5k | 157.94 | ||
Edison International (EIX) | 0.3 | $384k | -2% | 6.0k | 63.62 | |
Ishares Tr Msci India Etf (INDA) | 0.3 | $359k | 8.6k | 41.74 | ||
Air Products & Chemicals (APD) | 0.3 | $352k | -3% | 1.1k | 308.26 | |
Alphabet Cap Stk Cl C (GOOG) | 0.3 | $352k | 4.0k | 88.73 | ||
Morgan Stanley Com New (MS) | 0.3 | $351k | -3% | 4.1k | 85.02 | |
At&t (T) | 0.3 | $349k | +8% | 19k | 18.41 | |
Truist Financial Corp equities (TFC) | 0.3 | $338k | +64% | 7.8k | 43.03 | |
Fidelity National Information Services (FIS) | 0.3 | $335k | +49% | 4.9k | 67.85 | |
Lowe's Companies (LOW) | 0.3 | $328k | 1.6k | 199.28 | ||
AmerisourceBergen (ABC) | 0.3 | $321k | 1.9k | 165.72 | ||
Eli Lilly & Co. (LLY) | 0.3 | $319k | 871.00 | 365.84 | ||
Spdr Ser Tr S&p Divid Etf (SDY) | 0.3 | $318k | 2.5k | 125.12 | ||
Booking Holdings (BKNG) | 0.3 | $316k | 157.00 | 2015.28 | ||
Genuine Parts Company (GPC) | 0.3 | $314k | -8% | 1.8k | 173.51 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $301k | 1.4k | 214.24 | ||
Medtronic SHS (MDT) | 0.2 | $300k | -2% | 3.9k | 77.72 | |
Spirit Rlty Cap Com New (SRC) | 0.2 | $297k | 7.4k | 39.93 | ||
Williams Companies (WMB) | 0.2 | $292k | -4% | 8.9k | 32.90 | |
Starbucks Corporation (SBUX) | 0.2 | $287k | -4% | 2.9k | 99.20 | |
Anthem (ELV) | 0.2 | $286k | 558.00 | 512.97 | ||
Home Depot (HD) | 0.2 | $277k | -19% | 876.00 | 315.86 | |
Omni (OMC) | 0.2 | $277k | -4% | 3.4k | 81.57 | |
Visa Com Cl A (V) | 0.2 | $269k | 1.3k | 207.76 | ||
Bristol Myers Squibb (BMY) | 0.2 | $264k | -23% | 3.7k | 71.95 | |
BlackRock (BLK) | 0.2 | $264k | 372.00 | 708.63 | ||
Shell Spon Ads (SHEL) | 0.2 | $254k | -2% | 4.5k | 56.95 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $253k | 1.7k | 151.65 | ||
Ishares Tr Core S&p Us Vlu (IUSV) | 0.2 | $248k | NEW | 3.5k | 70.64 | |
Ishares Tr Select Divid Etf (DVY) | 0.2 | $247k | NEW | 2.1k | 120.60 | |
Ford Motor Company (F) | 0.2 | $241k | 21k | 11.63 | ||
Charles Schwab Corporation (SCHW) | 0.2 | $238k | 2.9k | 83.26 | ||
salesforce (CRM) | 0.2 | $233k | +7% | 1.8k | 132.59 | |
Cisco Systems (CSCO) | 0.2 | $231k | NEW | 4.9k | 47.64 | |
First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep (BUFD) | 0.2 | $227k | NEW | 12k | 19.67 | |
ConocoPhillips (COP) | 0.2 | $226k | NEW | 1.9k | 118.00 | |
Qualcomm (QCOM) | 0.2 | $219k | 2.0k | 109.92 | ||
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $216k | NEW | 2.9k | 74.49 | |
Costco Wholesale Corporation (COST) | 0.2 | $213k | 467.00 | 456.50 | ||
Broadcom (AVGO) | 0.2 | $207k | NEW | 371.00 | 559.13 | |
Exelon Corporation (EXC) | 0.2 | $201k | NEW | 4.7k | 43.23 | |
CarMax (KMX) | 0.2 | $201k | +4% | 3.3k | 60.89 | |
Fncb Ban (FNCB) | 0.2 | $184k | 22k | 8.21 | ||
Lloyds Banking Group Sponsored Adr (LYG) | 0.1 | $173k | -4% | 79k | 2.20 | |
Pgim Short Duration High Yie (ISD) | 0.1 | $166k | 14k | 11.87 | ||
F.N.B. Corporation (FNB) | 0.1 | $133k | 10k | 13.05 | ||
Hanesbrands (HBI) | 0.1 | $65k | -49% | 10k | 6.36 |
Past Filings by Alliance Wealth Advisors
SEC 13F filings are viewable for Alliance Wealth Advisors going back to 2020
- 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
- Alliance Wealth Advisors 2021 Q3 amended filed Jan. 18, 2022
- Alliance Wealth Advisors 2021 Q3 filed Oct. 12, 2021
- Alliance Wealth Advisors 2021 Q2 filed July 27, 2021
- Alliance Wealth Advisors 2021 Q1 filed April 14, 2021
- Alliance Wealth Advisors 2020 Q4 filed March 9, 2021