Alliance Wealth Management

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

Portfolio Holdings for Alliance Wealth Management Group

Companies in the Alliance Wealth Management Group portfolio as of the June 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) 14.98 $32.81M +9% 442.85k 74.10
Schwab Strategic Tr Us Aggregate B (SCHZ) 11.34 $24.83M -5% 441.45k 56.24
Schwab Strategic Tr Intl Eqty Etf (SCHF) 6.56 $14.37M +14% 482.99k 29.75
Spdr Ser Tr Blomberg Brc Inv (FLRN) 6.01 $13.16M -20% 431.84k 30.48
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) 4.86 $10.64M +3% 587.87k 18.10
Pimco Etf Tr Inv Grd Crp Bd (CORP) 4.55 $9.96M +21% 87.17k 114.28
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 4.07 $8.91M +16% 365.83k 24.35
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 3.89 $8.52M +31% 317.98k 26.78
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 3.85 $8.43M +25% 160.11k 52.62
Spdr Ser Tr Portfolio S&p500 (SPLG) 3.54 $7.75M +11% 213.81k 36.25
Spdr Ser Tr Portfolio Agrgte (SPAB) 3.37 $7.39M -8% 239.43k 30.86
Spdr Ser Tr Nuveen Brc Munic (TFI) 3.31 $7.25M -12% 140.35k 51.66
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 3.06 $6.71M +28% 102.61k 65.34
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 2.64 $5.77M -12% 78.61k 73.47
Ishares Tr Jpmorgan Usd Emg (EMB) 1.91 $4.17M +27% 38.19k 109.26
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.86 $4.07M -19% 80.45k 50.59
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.83 $4.00M +16% 144.75k 27.62
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 1.50 $3.28M 76.39k 42.89
Spdr Ser Tr Portfolio Intrmd (SPIB) 1.31 $2.87M +19% 78.50k 36.53
Apple (AAPL) 1.24 $2.71M +3% 7.43k 364.81
Ishares Tr National Mun Etf (MUB) 1.12 $2.45M -10% 21.24k 115.38
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.11 $2.42M +17% 72.33k 33.46
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.93 $2.03M +152% 39.26k 51.62
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.87 $1.91M +27% 61.07k 31.24
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.81 $1.77M +6% 21.69k 81.74
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.72 $1.57M +33% 59.24k 26.57
Ishares Tr Rus 1000 Grw Etf (IWF) 0.61 $1.33M 6.96k 191.92
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.59 $1.30M 12.81k 101.54
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.59 $1.30M -12% 34.44k 37.78
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.55 $1.21M -69% 23.46k 51.74
JPMorgan Chase & Co. (JPM) 0.44 $960.00k 10.21k 94.02
Ishares Tr Core Msci Eafe (IEFA) 0.44 $956.00k +12% 16.63k 57.47
Ishares Tr Core S&p500 Etf (IVV) 0.41 $908.00k 2.87k 316.27
Ishares Tr Core Us Aggbd Et (AGG) 0.40 $873.00k -4% 7.37k 118.39
At&t (T) 0.37 $814.00k 26.94k 30.21
Microsoft Corporation (MSFT) 0.37 $812.00k 3.99k 203.61
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.35 $768.00k +12% 5.70k 134.81
Johnson & Johnson (JNJ) 0.33 $715.00k 5.08k 140.72
Merck & Co (MRK) 0.33 $714.00k 9.23k 77.36
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.28 $611.00k +85% 3.42k 178.39
Amazon (AMZN) 0.23 $502.00k +36% 182 2758.24
Spdr Ser Tr Portfolio Short (SPSB) 0.21 $464.00k NEW 15.09k 30.75
Ishares Core Msci Emkt (IEMG) 0.20 $436.00k +15% 9.04k 48.25
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.19 $415.00k 8.27k 50.17
Colgate-Palmolive Company (CL) 0.18 $393.00k 5.37k 73.24
Ishares Tr Edge Msci Usa Vl (VLUE) 0.18 $384.00k NEW 4.00k 96.00
Coca-Cola Bottling Co. Consolidated (COKE) 0.16 $352.00k NEW 7.88k 44.65
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.15 $323.00k +10% 6.79k 47.56
Ishares Tr Rus 1000 Val Etf (IWD) 0.14 $310.00k 2.75k 112.69
Ishares Tr Core S&p Scp Etf (IJR) 0.13 $283.00k NEW 4.08k 69.35
Facebook Cl A (FB) 0.13 $278.00k 1.23k 226.94
Restaurant Brands Intl Inc Com equity / large cap (QSR) 0.12 $268.00k NEW 35.30k 7.59
Ishares Tr Core S&p Mcp Etf (IJH) 0.12 $258.00k NEW 1.42k 181.18
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.11 $232.00k -71% 8.35k 27.80
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.10 $221.00k NEW 4.46k 49.53
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.10 $218.00k 4.05k 53.83
Bank of America Corporation (BAC) 0.10 $216.00k NEW 9.08k 23.79
PNC Financial Services (PNC) 0.09 $208.00k NEW 1.98k 105.16
Verizon Communications (VZ) 0.09 $205.00k NEW 3.72k 55.08

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