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Alliance Wealth Management

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

Top 5 stock holdings are SCHX, SCHZ, FLRN, IVV, HYG, and represent 36.59% of Alliance Wealth Management Group's stock portfolio.
Added to shares of these 10 stocks: SCHX (+$35M), SCHZ (+$12M), SCHF (+$7.7M), SCHM (+$6.9M), SCHB (+$6.1M), SCHA, SCHD, SCHG, LQD, MUB.
Started 5 new stock positions in VZ, GDDY, V, VOOG, NFLX.
Reduced shares in these 10 stocks: TFI, ITOT, CORP, SPLG, VYM, SPTM, QQQ, VEU, HSY, SPSM.
Sold out of its positions in HSY, VYM, VEU.
Alliance Wealth Management Group was a net buyer of stock by $86M.
Alliance Wealth Management Group has $374M in assets under management (AUM), dropping by -0.57%.
Central Index Key (CIK): 0001623707

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Portfolio Holdings for Alliance Wealth Management Group

Alliance Wealth Management Group holds 83 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	14.1	$53M	+200%	2.3M	23.18	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	6.5	$24M	+94%	1.1M	22.70	View chart
Spdr Ser Tr Blomberg Brc Inv (FLRN)	5.9	$22M		719k	30.73	View chart
Ishares Tr Core S&p500 Etf (IVV)	5.9	$22M	+2%	37k	588.69	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	4.2	$16M	+2%	202k	78.65	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	4.2	$16M	+97%	841k	18.50	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	3.6	$13M		501k	26.63	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	3.4	$13M	+3%	248k	50.88	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	2.8	$10M	+197%	376k	27.71	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.8	$10M	+17%	107k	96.90	View chart
Spdr Series Trust Portfolio Lr Etf (SPLG)	2.7	$10M	-2%	149k	68.94	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	2.7	$10M	+94%	395k	25.86	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	2.7	$10M		113k	89.04	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	2.6	$9.7M	+168%	428k	22.70	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	2.5	$9.4M	-3%	99k	95.10	View chart
Apple (AAPL)	2.1	$8.0M	+11%	32k	250.42	View chart
Ishares Tr National Mun Etf (MUB)	2.1	$7.8M	+28%	73k	106.55	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	2.1	$7.7M		308k	24.99	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.8	$6.9M		98k	70.28	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.5	$5.7M	+191%	207k	27.32	View chart
Ishares Tr Core Msci Emkt (IEMG)	1.5	$5.6M	+15%	107k	52.22	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	1.4	$5.1M	+54%	48k	106.84	View chart
Invesco Exchng Traded Fd Tr Emrng Mkt Svrg (PCY)	1.3	$4.8M	+3%	243k	19.82	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	1.3	$4.7M	+2%	110k	42.61	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.2	$4.7M		40k	115.22	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.2	$4.6M	+2%	74k	62.31	View chart
Invesco Exchng Traded Fd Tr Fndmntl Hy Crp (PHB)	1.1	$4.3M		237k	18.08	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	1.0	$3.8M	+2%	99k	38.37	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	1.0	$3.7M	+7%	112k	32.76	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.9	$3.4M	-3%	99k	34.13	View chart
Spdr Ser Tr Nuveen Brc Munic (TFI)	0.9	$3.3M	-36%	73k	45.62	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.8	$2.8M	+300%	102k	27.87	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.7	$2.7M		6.8k	401.58	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.7	$2.6M	-11%	20k	128.62	View chart
Microsoft Corporation (MSFT)	0.6	$2.4M		5.6k	421.52	View chart
Spdr Series Trust Portfolio Md Etf (SPMD)	0.5	$1.9M	-3%	36k	54.69	View chart
Spdr Ser Tr Portfolio Sm Etf (SPSM)	0.5	$1.9M	-6%	43k	44.92	View chart
Spdr Series Trust Portfolio Tl Stk (SPTM)	0.4	$1.4M	-16%	19k	71.43	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.3	$1.3M	-7%	29k	43.24	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$1.2M		7.0k	175.24	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.2M		5.1k	239.71	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$1.2M	+2%	19k	61.34	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.3	$1.1M	+108%	46k	24.06	View chart
NVIDIA Corporation (NVDA)	0.3	$1.1M	+4%	8.1k	134.29	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$1.1M	-19%	2.1k	511.14	View chart
Amazon (AMZN)	0.3	$961k	+7%	4.4k	219.39	View chart
Johnson & Johnson (JNJ)	0.2	$912k		6.3k	144.63	View chart
Merck & Co (MRK)	0.2	$908k		9.1k	99.48	View chart
Meta Platforms Cl A (META)	0.2	$792k		1.4k	585.51	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$789k		2.7k	289.83	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$776k		1.9k	410.46	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$770k		4.0k	190.44	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$632k	+200%	24k	26.07	View chart
Home Depot (HD)	0.2	$628k	+125%	1.6k	388.99	View chart
At&t (T)	0.2	$628k		28k	22.77	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$547k		2.8k	195.81	View chart
Spdr Tr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$511k	+3%	872.00	586.08	View chart
Coca-Cola Bottling Co. Consolidated (COKE)	0.1	$491k		7.9k	62.26	View chart
International Business Machines (IBM)	0.1	$457k		2.1k	219.81	View chart
Colgate-Palmolive Company (CL)	0.1	$453k	+72%	5.0k	90.92	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$450k		2.7k	169.30	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$440k	+6%	5.4k	81.98	View chart
Bank of America Corporation (BAC)	0.1	$436k		9.9k	43.95	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$403k		747.00	539.14	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$373k	-14%	2.0k	185.13	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.1	$365k		5.7k	63.75	View chart
Cisco Systems (CSCO)	0.1	$365k		6.2k	59.20	View chart
Chevron Corporation (CVX)	0.1	$348k		2.4k	144.84	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$337k		1.8k	189.30	View chart
Costco Wholesale Corporation (COST)	0.1	$315k		344.00	916.58	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$299k		2.5k	117.50	View chart
Nextera Energy (NEE)	0.1	$294k		4.1k	71.70	View chart
Public Service Enterprise (PEG)	0.1	$275k		3.3k	84.49	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$273k		2.2k	126.75	View chart
Walt Disney Company (DIS)	0.1	$259k		2.3k	111.34	View chart
Oracle Corporation (ORCL)	0.1	$258k		1.5k	166.64	View chart
Godaddy Cl A (GDDY)	0.1	$240k	NEW	1.2k	197.37	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$232k	NEW	633.00	366.06	View chart
Procter & Gamble Company (PG)	0.1	$228k		1.4k	167.65	View chart
Verizon Communications (VZ)	0.1	$228k	NEW	5.7k	39.99	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.1	$215k		7.4k	29.01	View chart
Visa Com Cl A (V)	0.1	$210k	NEW	665.00	316.04	View chart
Netflix (NFLX)	0.1	$205k	NEW	230.00	891.32	View chart

Past Filings by Alliance Wealth Management Group

SEC 13F filings are viewable for Alliance Wealth Management Group going back to 2015

Alliance Wealth Management Group 2024 Q4 filed Feb. 12, 2025
Alliance Wealth Management Group 2024 Q3 filed Nov. 13, 2024
Alliance Wealth Management Group 2024 Q2 filed July 12, 2024
Alliance Wealth Management Group 2024 Q1 filed May 2, 2024
Alliance Wealth Management Group 2023 Q4 filed Jan. 19, 2024
Alliance Wealth Management Group 2023 Q2 filed Aug. 10, 2023
Alliance Wealth Management Group 2023 Q1 filed May 8, 2023
Alliance Wealth Management Group 2022 Q4 filed Feb. 13, 2023
Alliance Wealth Management Group 2022 Q3 filed Nov. 7, 2022
Alliance Wealth Management Group 2022 Q2 filed Aug. 10, 2022
Alliance Wealth Management Group 2022 Q1 filed May 10, 2022
Alliance Wealth Management Group 2021 Q4 filed Jan. 18, 2022
Alliance Wealth Management Group 2021 Q3 filed Oct. 26, 2021
Alliance Wealth Management Group 2021 Q2 filed Aug. 13, 2021
Alliance Wealth Management Group 2021 Q1 filed May 4, 2021
Alliance Wealth Management Group 2020 Q4 filed Jan. 29, 2021

View all past filings

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