Alliance Wealth Management

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Alliance Wealth Management Group

Companies in the Alliance Wealth Management Group portfolio as of the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 14.9 $38M -2% 415k 90.95
Schwab Strategic Tr Us Aggregate B (SCHZ) 11.3 $29M +2% 510k 56.03
Schwab Strategic Tr Intl Eqty Etf (SCHF) 6.7 $17M -3% 470k 36.01
Spdr Ser Tr Blomberg Brc Inv (FLRN) 6.1 $16M +6% 509k 30.59
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) 4.9 $12M 633k 19.44
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 4.6 $12M +6% 384k 30.65
Pimco Etf Tr Inv Grd Crp Bd (CORP) 4.1 $10M -4% 89k 117.08
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 4.1 $10M 151k 68.18
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 4.0 $10M +4% 350k 28.84
Spdr Ser Tr Portfolio Agrgte (SPAB) 3.4 $8.7M +9% 283k 30.79
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 3.4 $8.6M +2% 97k 89.00
Spdr Ser Tr Portfolio S&p500 (SPLG) 3.2 $8.1M -3% 184k 43.96
Spdr Ser Tr Nuveen Brc Munic (TFI) 3.0 $7.7M -4% 147k 52.49
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 2.7 $6.7M -2% 74k 90.99

Setup an alert

Alliance Wealth Management will file the next quarterly 13-HR in about 2 months. Would you like to be notified?

Ishares Tr Fltg Rate Nt Etf (FLOT) 1.9 $4.9M +12% 96k 50.72
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.7 $4.3M -5% 126k 33.75
Ishares Tr Jpmorgan Usd Emg (EMB) 1.7 $4.2M -7% 37k 115.90
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 1.5 $3.9M +5% 85k 45.44
Apple (AAPL) 1.5 $3.7M -4% 28k 132.69
Spdr Ser Tr Portfolio Intrmd (SPIB) 1.2 $3.0M 80k 37.17
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.1 $2.9M +3% 68k 42.16
Ishares Tr National Mun Etf (MUB) 1.1 $2.7M +2% 23k 117.18
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.0 $2.4M +2% 47k 51.39
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.8 $2.1M 53k 40.40
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.7 $1.8M -2% 51k 35.79
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.7 $1.7M +16% 14k 128.42
Ishares Tr Rus 1000 Grw Etf (IWF) 0.7 $1.7M 6.9k 241.07
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.6 $1.6M -19% 18k 87.32
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.5 $1.4M -2% 30k 46.10
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.5 $1.2M -5% 19k 64.14
JPMorgan Chase & Co. (JPM) 0.4 $1.1M -13% 8.9k 127.02
Amazon (AMZN) 0.4 $1.1M +88% 325.00 3258.46
Ishares Tr Core Msci Eafe (IEFA) 0.4 $956k -29% 14k 69.25
Johnson & Johnson (JNJ) 0.4 $950k +17% 6.0k 157.34
Microsoft Corporation (MSFT) 0.4 $937k +4% 4.2k 222.30
At&t (T) 0.3 $866k +9% 30k 28.76
Ishares Tr Core S&p500 Etf (IVV) 0.3 $847k -18% 2.2k 377.11
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $830k -9% 7.0k 118.13
Merck & Co (MRK) 0.3 $755k 9.2k 81.81
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $616k -24% 4.5k 138.05
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $523k -17% 2.3k 231.93
Spdr Ser Tr Portfolio Short (SPSB) 0.2 $521k +5% 17k 30.72
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $492k 8.3k 59.48
Walt Disney Company (DIS) 0.2 $435k NEW 2.4k 181.33
Coca-Cola Bottling Co. Consolidated (COKE) 0.2 $432k 7.9k 54.80
Ishares Core Msci Emkt (IEMG) 0.2 $385k -43% 6.2k 62.44
Las Vegas Sands (LVS) 0.1 $377k NEW 6.3k 59.60
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $359k 2.6k 136.71
Colgate-Palmolive Company (CL) 0.1 $352k +6% 4.1k 85.48
Facebook Cl A (FB) 0.1 $344k -6% 1.3k 272.80
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $330k -9% 5.7k 58.36
Verizon Communications (VZ) 0.1 $315k +33% 5.4k 58.76
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $307k -30% 3.3k 92.64
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.1 $292k +7% 8.9k 32.99
Restaurant Brands Intl Inc Com equity / large cap (QSR) 0.1 $283k 35k 8.02
Bank of America Corporation (BAC) 0.1 $279k 9.2k 30.31
Cisco Systems (CSCO) 0.1 $268k NEW 6.0k 44.73
Nextera Energy (NEE) 0.1 $256k +305% 3.3k 77.27
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $237k -41% 1.0k 231.67
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $222k NEW 4.4k 50.01
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.1 $220k 4.5k 49.31
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.1 $217k 4.1k 53.58
Ishares Tr Russell 1000 Us (AMCA) 0.1 $215k NEW 1.0k 211.82
Chevron Corporation (CVX) 0.1 $207k NEW 2.4k 84.52

Past Filings by Alliance Wealth Management Group

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

View all past filings