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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, IVV, FLRN, SCHF, and represent 35.76% of Alliance Wealth Management Group's stock portfolio.
Added to shares of these 10 stocks: LQD, CORP, SCHE, IEMG, AGG, IEFA, SCHZ, IVV, EMB, SPIB.
Started 2 new stock positions in BK, PM.
Reduced shares in these 10 stocks: FLRN, SCHX, AAPL, FLOT, SCHB, SCHM, SCHA, GDDY, VOOG, SPLG.
Sold out of its positions in GDDY, VOOG.
Alliance Wealth Management Group was a net buyer of stock by $2.8M.
Alliance Wealth Management Group has $371M in assets under management (AUM), dropping by -0.63%.
Central Index Key (CIK): 0001623707

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Positions held by Alliance Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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 March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	13.1	$49M	-2%	2.2M	22.08	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	6.8	$25M	+2%	1.1M	23.16	View chart
Ishares Tr Core S&p500 Etf (IVV)	5.8	$21M	+2%	38k	561.90	View chart
Spdr Ser Tr Blomberg Brc Inv (FLRN)	5.6	$21M	-6%	669k	30.82	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	4.5	$17M		852k	19.78	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	4.3	$16M		205k	78.89	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	4.0	$15M	+6%	533k	27.57	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	3.3	$12M	-2%	241k	51.05	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.1	$11M	+7%	115k	98.92	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	2.9	$11M	+3%	117k	90.59	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	2.8	$11M	+9%	108k	96.77	View chart
Spdr Series Trust Portfolio Lr Etf (SPLG)	2.6	$9.6M		146k	65.76	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	2.6	$9.5M	-3%	364k	26.20	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	2.4	$9.0M	-3%	382k	23.43	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	2.4	$8.9M	-3%	412k	21.53	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	2.2	$8.1M	+2%	317k	25.54	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.1	$7.9M	+6%	105k	75.65	View chart
Ishares Tr National Mun Etf (MUB)	2.1	$7.7M		73k	105.44	View chart
Apple (AAPL)	1.8	$6.7M	-5%	30k	222.13	View chart
Ishares Tr Core Msci Emkt (IEMG)	1.8	$6.6M	+14%	122k	53.97	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	1.7	$6.1M	+17%	56k	108.69	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.6	$5.8M		208k	27.96	View chart
Invesco Exchng Traded Fd Tr Emrng Mkt Svrg (PCY)	1.4	$5.2M	+5%	257k	20.17	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	1.3	$4.7M		111k	42.52	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.2	$4.5M	+4%	77k	58.35	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.2	$4.4M	+5%	43k	104.57	View chart
Invesco Exchng Traded Fd Tr Fndmntl Hy Crp (PHB)	1.1	$4.2M		232k	18.06	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	1.1	$4.1M	+5%	105k	39.37	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	1.1	$4.0M	+8%	122k	33.24	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.0	$3.7M	+2%	101k	36.41	View chart
Spdr Ser Tr Nuveen Brc Munic (TFI)	0.9	$3.2M	-3%	70k	45.07	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.7	$2.6M		102k	25.04	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.7	$2.5M	+4%	21k	122.01	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.7	$2.4M		6.8k	361.09	View chart
Microsoft Corporation (MSFT)	0.6	$2.1M		5.6k	375.42	View chart
Spdr Series Trust Portfolio Md Etf (SPMD)	0.5	$1.8M		35k	51.18	View chart
Spdr Ser Tr Portfolio Sm Etf (SPSM)	0.5	$1.7M		43k	40.76	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.4	$1.3M	+3%	30k	44.26	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$1.3M	+7%	21k	61.78	View chart
Spdr Series Trust Portfolio Tl Stk (SPTM)	0.3	$1.2M	-3%	18k	68.01	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$1.2M		7.0k	173.24	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.2M	-7%	4.7k	245.30	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.3	$1.1M		46k	24.34	View chart
Johnson & Johnson (JNJ)	0.3	$1.0M		6.3k	165.84	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$826k	-15%	1.8k	468.82	View chart
Merck & Co (MRK)	0.2	$819k		9.1k	89.76	View chart
Amazon (AMZN)	0.2	$793k	-4%	4.2k	190.26	View chart
At&t (T)	0.2	$781k		28k	28.28	View chart
NVIDIA Corporation (NVDA)	0.2	$763k	-13%	7.0k	108.38	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$741k		2.7k	274.86	View chart
Meta Platforms Cl A (META)	0.2	$737k	-5%	1.3k	576.36	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$701k		1.9k	370.84	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$644k		24k	26.58	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$599k	-5%	3.8k	156.23	View chart
Home Depot (HD)	0.2	$592k		1.6k	366.49	View chart
Coca-Cola Bottling Co. Consolidated (COKE)	0.2	$565k		7.9k	71.62	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$519k	-4%	2.7k	193.97	View chart
International Business Machines (IBM)	0.1	$517k		2.1k	248.65	View chart
Spdr Tr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$488k		872.00	559.39	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$459k		2.7k	172.74	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$458k	+3%	5.5k	82.72	View chart
Colgate-Palmolive Company (CL)	0.1	$447k	-4%	4.8k	93.70	View chart
Bank of America Corporation (BAC)	0.1	$410k		9.8k	41.73	View chart
Chevron Corporation (CVX)	0.1	$402k		2.4k	167.29	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$385k		750.00	513.71	View chart
Cisco Systems (CSCO)	0.1	$380k		6.2k	61.71	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.1	$346k		5.7k	60.48	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$346k	-8%	1.8k	188.16	View chart
Costco Wholesale Corporation (COST)	0.1	$326k		344.00	946.42	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$295k		2.5k	115.93	View chart
Nextera Energy (NEE)	0.1	$292k		4.1k	70.90	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$275k		1.8k	154.64	View chart
Public Service Enterprise (PEG)	0.1	$268k		3.3k	82.30	View chart
Verizon Communications (VZ)	0.1	$259k		5.7k	45.36	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$253k		2.2k	117.49	View chart
Visa Com Cl A (V)	0.1	$233k		665.00	350.46	View chart
Walt Disney Company (DIS)	0.1	$226k		2.3k	98.69	View chart
Procter & Gamble Company (PG)	0.1	$223k	-3%	1.3k	170.42	View chart
Oracle Corporation (ORCL)	0.1	$216k		1.5k	139.81	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.1	$215k		7.4k	29.24	View chart
Netflix (NFLX)	0.1	$215k		230.00	932.53	View chart
Philip Morris International (PM)	0.1	$206k	NEW	3.4k	60.02	View chart
Bank of New York Mellon Corporation (BK)	0.1	$201k	NEW	2.4k	83.87	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 2025 Q1 filed May 8, 2025
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

View all past filings

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