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 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