Alliance Wealth Advisors as of March 31, 2024
Portfolio Holdings for Alliance Wealth Advisors
Alliance Wealth Advisors holds 134 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Victory Portfolios Ii Core Intermediat (UITB) | 13.1 | $21M | 449k | 46.38 | |
Ishares Tr Core Div Grwth (DGRO) | 11.5 | $18M | 316k | 58.06 | |
American Centy Etf Tr Us Sml Cp Valu (AVUV) | 4.9 | $7.8M | 83k | 93.71 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 4.9 | $7.8M | 18k | 444.01 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 4.3 | $6.9M | 113k | 60.74 | |
Microsoft Corporation (MSFT) | 2.5 | $4.0M | 9.5k | 420.70 | |
Apple (AAPL) | 2.1 | $3.4M | 20k | 171.48 | |
Spdr Gold Tr Gold Shs (GLD) | 2.0 | $3.2M | 16k | 205.72 | |
Walt Disney Company (DIS) | 1.9 | $3.0M | 25k | 122.36 | |
Vanguard Index Fds Mid Cap Etf (VO) | 1.9 | $3.0M | 12k | 249.86 | |
First Tr Exchange-traded Risng Divd Achiv (RDVY) | 1.9 | $3.0M | 53k | 56.17 | |
TransDigm Group Incorporated (TDG) | 1.8 | $2.9M | 2.4k | 1231.60 | |
Alphabet Cap Stk Cl A (GOOGL) | 1.6 | $2.5M | 17k | 150.93 | |
J P Morgan Exchange Traded F Active Value Etf (JAVA) | 1.5 | $2.4M | 41k | 59.89 | |
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.3 | $2.0M | 40k | 50.17 | |
CVS Caremark Corporation (CVS) | 1.2 | $2.0M | 25k | 79.76 | |
Merck & Co (MRK) | 1.2 | $2.0M | 15k | 131.95 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $1.9M | 4.6k | 420.52 | |
Vanguard Index Fds Value Etf (VTV) | 1.0 | $1.6M | 9.7k | 162.86 | |
Comcast Corp Cl A (CMCSA) | 1.0 | $1.5M | 36k | 43.35 | |
Procter & Gamble Company (PG) | 0.9 | $1.5M | 9.3k | 162.25 | |
Meta Platforms Cl A (META) | 0.9 | $1.4M | 3.0k | 485.58 | |
Exxon Mobil Corporation (XOM) | 0.9 | $1.4M | 12k | 116.24 | |
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.9 | $1.4M | 28k | 50.60 | |
Ishares Tr Core Msci Total (IXUS) | 0.9 | $1.4M | 21k | 67.86 | |
Amazon (AMZN) | 0.8 | $1.3M | 7.4k | 180.38 | |
Fncb Ban (FNCB) | 0.8 | $1.3M | 216k | 6.07 | |
Gaming & Leisure Pptys (GLPI) | 0.8 | $1.3M | 28k | 46.07 | |
Nio Spon Ads (NIO) | 0.8 | $1.3M | 281k | 4.50 | |
Boeing Company (BA) | 0.7 | $1.1M | 5.8k | 192.99 | |
Oneok (OKE) | 0.6 | $1000k | 13k | 80.17 | |
JPMorgan Chase & Co. (JPM) | 0.6 | $985k | 4.9k | 200.30 | |
Philip Morris International (PM) | 0.6 | $931k | 10k | 91.62 | |
Bank of New York Mellon Corporation (BK) | 0.6 | $922k | 16k | 57.62 | |
Abbvie (ABBV) | 0.6 | $921k | 5.1k | 182.11 | |
Community Bank System (CBU) | 0.6 | $911k | 19k | 48.03 | |
Pepsi (PEP) | 0.5 | $789k | 4.5k | 175.01 | |
Schlumberger Com Stk (SLB) | 0.5 | $772k | 14k | 54.81 | |
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR) | 0.5 | $768k | 28k | 27.96 | |
Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.5 | $736k | 19k | 38.88 | |
Verizon Communications (VZ) | 0.5 | $735k | 18k | 41.96 | |
J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.5 | $718k | 12k | 57.86 | |
Enbridge (ENB) | 0.4 | $713k | 20k | 36.18 | |
Mastercard Incorporated Cl A (MA) | 0.4 | $709k | 1.5k | 481.57 | |
Waste Management (WM) | 0.4 | $709k | 3.3k | 213.15 | |
Pfizer (PFE) | 0.4 | $701k | 25k | 27.75 | |
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.4 | $687k | 17k | 39.53 | |
First Tr Exchange Traded Hlth Care Alph (FXH) | 0.4 | $662k | 6.0k | 109.59 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $660k | 2.5k | 259.90 | |
Eli Lilly & Co. (LLY) | 0.4 | $658k | 846.00 | 777.96 | |
Alphabet Cap Stk Cl C (GOOG) | 0.4 | $648k | 4.3k | 152.26 | |
Wells Fargo & Company (WFC) | 0.4 | $647k | 11k | 57.96 | |
NVIDIA Corporation (NVDA) | 0.4 | $636k | 704.00 | 903.56 | |
Bank of America Corporation (BAC) | 0.4 | $601k | 16k | 37.92 | |
Qualcomm (QCOM) | 0.4 | $567k | 3.4k | 169.30 | |
Coca-Cola Company (KO) | 0.3 | $541k | 8.8k | 61.18 | |
PPL Corporation (PPL) | 0.3 | $534k | 19k | 27.53 | |
Vanguard World Materials Etf (VAW) | 0.3 | $531k | 2.6k | 204.43 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $529k | 13k | 41.77 | |
Echostar Corp Cl A (SATS) | 0.3 | $500k | 35k | 14.25 | |
Intel Corporation (INTC) | 0.3 | $499k | 11k | 44.17 | |
Booking Holdings (BKNG) | 0.3 | $493k | 136.00 | 3627.88 | |
Lockheed Martin Corporation (LMT) | 0.3 | $491k | 1.1k | 454.87 | |
Goldman Sachs (GS) | 0.3 | $489k | 1.2k | 417.69 | |
salesforce (CRM) | 0.3 | $486k | 1.6k | 301.18 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $475k | 1.4k | 337.10 | |
Lamar Advertising Cl A (LAMR) | 0.3 | $454k | 3.8k | 119.41 | |
Iqvia Holdings (IQV) | 0.3 | $447k | 1.8k | 252.89 | |
Truist Financial Corp equities (TFC) | 0.3 | $445k | 11k | 38.98 | |
Ishares Tr Msci India Etf (INDA) | 0.3 | $444k | 8.6k | 51.59 | |
Broadcom (AVGO) | 0.3 | $427k | 322.00 | 1325.41 | |
Edison International (EIX) | 0.3 | $426k | 6.0k | 70.73 | |
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) | 0.3 | $425k | 11k | 37.98 | |
Paramount Global Class B Com Call Option (PARA) | 0.3 | $423k | 100k | 4.23 | |
Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.3 | $416k | 13k | 32.69 | |
Charles Schwab Corporation (SCHW) | 0.3 | $414k | 5.7k | 72.34 | |
McDonald's Corporation (MCD) | 0.3 | $410k | 1.5k | 281.95 | |
Starbucks Corporation (SBUX) | 0.3 | $409k | 4.5k | 91.39 | |
Amgen (AMGN) | 0.3 | $401k | 1.4k | 284.32 | |
Penn National Gaming (PENN) | 0.2 | $398k | 22k | 18.21 | |
Morgan Stanley Com New (MS) | 0.2 | $389k | 4.1k | 94.16 | |
Air Products & Chemicals (APD) | 0.2 | $386k | 1.6k | 242.27 | |
PNC Financial Services (PNC) | 0.2 | $383k | 2.4k | 161.60 | |
United Parcel Service CL B (UPS) | 0.2 | $380k | 2.6k | 148.65 | |
Chevron Corporation (CVX) | 0.2 | $379k | 2.4k | 157.77 | |
Anthem (ELV) | 0.2 | $378k | 729.00 | 518.54 | |
Duke Energy Corp Com New (DUK) | 0.2 | $376k | 3.9k | 96.71 | |
Altria (MO) | 0.2 | $376k | 8.6k | 43.62 | |
Medtronic SHS (MDT) | 0.2 | $372k | 4.3k | 87.15 | |
Prudential Financial (PRU) | 0.2 | $369k | 3.1k | 117.38 | |
Lowe's Companies (LOW) | 0.2 | $363k | 1.4k | 254.82 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $349k | 2.6k | 136.05 | |
Genuine Parts Company (GPC) | 0.2 | $343k | 2.2k | 154.93 | |
Peoples Financial Services Corp (PFIS) | 0.2 | $339k | 7.9k | 43.11 | |
Fs Kkr Capital Corp (FSK) | 0.2 | $337k | 18k | 19.07 | |
UnitedHealth (UNH) | 0.2 | $337k | 681.00 | 494.70 | |
Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $334k | 1.5k | 228.58 | |
Costco Wholesale Corporation (COST) | 0.2 | $330k | 451.00 | 732.63 | |
Visa Com Cl A (V) | 0.2 | $327k | 1.2k | 279.08 | |
Home Depot (HD) | 0.2 | $325k | 847.00 | 383.60 | |
Omni (OMC) | 0.2 | $324k | 3.3k | 96.76 | |
Exchange Traded Concepts Tru India Internet & (INQQ) | 0.2 | $316k | 22k | 14.35 | |
GSK Sponsored Adr (GSK) | 0.2 | $313k | 7.3k | 42.87 | |
Ishares Tr Core S&p Us Vlu (IUSV) | 0.2 | $311k | 3.4k | 90.43 | |
Johnson & Johnson (JNJ) | 0.2 | $309k | 2.0k | 158.23 | |
General Electric Com New (GE) | 0.2 | $301k | 1.7k | 175.53 | |
At&t (T) | 0.2 | $298k | 17k | 17.60 | |
Shockwave Med | 0.2 | $296k | 908.00 | 325.63 | |
Dow (DOW) | 0.2 | $295k | 5.1k | 57.93 | |
Shell Spon Ads (SHEL) | 0.2 | $292k | 4.4k | 67.03 | |
ConocoPhillips (COP) | 0.2 | $287k | 2.3k | 127.28 | |
Constellation Energy (CEG) | 0.2 | $287k | 1.6k | 184.85 | |
Fidelity National Information Services (FIS) | 0.2 | $280k | 3.8k | 74.18 | |
Linde SHS (LIN) | 0.2 | $279k | 600.00 | 464.32 | |
Ford Motor Company (F) | 0.2 | $278k | 21k | 13.28 | |
BlackRock (BLK) | 0.2 | $274k | 329.00 | 833.70 | |
First Tr Exchng Traded Fd Vi Vest Fund Of Dep (BUFD) | 0.2 | $273k | 12k | 23.59 | |
Trane Technologies SHS (TT) | 0.2 | $270k | 900.00 | 300.20 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $268k | 1.5k | 179.11 | |
Advanced Micro Devices (AMD) | 0.2 | $260k | 1.4k | 180.49 | |
Williams Companies (WMB) | 0.2 | $251k | 6.4k | 38.97 | |
First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.2 | $250k | 2.9k | 85.65 | |
Cisco Systems (CSCO) | 0.2 | $245k | 4.9k | 49.91 | |
Wal-Mart Stores (WMT) | 0.1 | $238k | 4.0k | 60.17 | |
Enterprise Products Partners (EPD) | 0.1 | $218k | 7.5k | 29.18 | |
Dominion Resources (D) | 0.1 | $207k | 4.2k | 49.19 | |
Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.1 | $203k | 2.0k | 103.01 | |
Fidelity D + D Bncrp (FDBC) | 0.1 | $201k | 4.2k | 48.43 | |
Bristol Myers Squibb (BMY) | 0.1 | $201k | 3.7k | 54.23 | |
Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.1 | $190k | 10k | 18.25 | |
Lloyds Banking Group Sponsored Adr (LYG) | 0.1 | $186k | 72k | 2.59 | |
Soundhound Ai Class A Com (SOUN) | 0.0 | $77k | 13k | 5.89 | |
Hanesbrands (HBI) | 0.0 | $60k | 10k | 5.80 | |
Draganfly Com New (DPRO) | 0.0 | $20k | 103k | 0.19 |