Alliance Wealth Advisors as of June 30, 2024
Portfolio Holdings for Alliance Wealth Advisors
Alliance Wealth Advisors holds 134 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Victory Portfolios Ii Core Intermediat (UITB) | 13.2 | $21M | 455k | 46.01 | |
| Ishares Tr Core Div Grwth (DGRO) | 11.6 | $18M | 317k | 57.61 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 5.3 | $8.4M | 18k | 479.11 | |
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 4.8 | $7.6M | 85k | 89.72 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 4.2 | $6.6M | 114k | 58.52 | |
| Microsoft Corporation (MSFT) | 2.7 | $4.2M | 9.4k | 446.95 | |
| Apple (AAPL) | 2.5 | $3.9M | 19k | 210.62 | |
| Spdr Gold Tr Gold Shs (GLD) | 2.1 | $3.3M | 15k | 215.01 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 1.9 | $3.0M | 12k | 242.10 | |
| TransDigm Group Incorporated (TDG) | 1.9 | $2.9M | 2.3k | 1277.61 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $2.9M | 16k | 182.15 | |
| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 1.8 | $2.9M | 53k | 54.75 | |
| J P Morgan Exchange Traded F Active Value Etf (JAVA) | 1.6 | $2.5M | 42k | 59.26 | |
| Walt Disney Company (DIS) | 1.5 | $2.4M | 24k | 99.29 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.3 | $2.0M | 40k | 49.42 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $1.8M | 4.5k | 406.80 | |
| Merck & Co (MRK) | 1.1 | $1.8M | 14k | 123.80 | |
| Vanguard Index Fds Value Etf (VTV) | 1.0 | $1.6M | 9.8k | 160.41 | |
| CVS Caremark Corporation (CVS) | 0.9 | $1.5M | 25k | 59.06 | |
| Fncb Ban (FNCB) | 0.9 | $1.5M | 215k | 6.75 | |
| Exxon Mobil Corporation (XOM) | 0.9 | $1.4M | 12k | 115.12 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.9 | $1.4M | 28k | 50.11 | |
| Meta Platforms Cl A (META) | 0.9 | $1.4M | 2.8k | 504.22 | |
| Amazon (AMZN) | 0.9 | $1.4M | 7.2k | 193.25 | |
| Procter & Gamble Company (PG) | 0.9 | $1.4M | 8.3k | 164.92 | |
| Comcast Corp Cl A (CMCSA) | 0.9 | $1.4M | 35k | 39.16 | |
| Ishares Tr Core Msci Total (IXUS) | 0.9 | $1.4M | 20k | 67.56 | |
| Gaming & Leisure Pptys (GLPI) | 0.8 | $1.3M | 28k | 45.21 | |
| NVIDIA Corporation (NVDA) | 0.8 | $1.2M | 10k | 123.54 | |
| Boeing Company (BA) | 0.7 | $1.1M | 5.8k | 182.01 | |
| Philip Morris International (PM) | 0.6 | $1.0M | 10k | 101.33 | |
| Oneok (OKE) | 0.6 | $1.0M | 13k | 81.55 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $991k | 4.9k | 202.26 | |
| Bank of New York Mellon Corporation (BK) | 0.6 | $931k | 16k | 59.89 | |
| Community Bank System (CBU) | 0.6 | $895k | 19k | 47.21 | |
| Abbvie (ABBV) | 0.5 | $855k | 5.0k | 171.51 | |
| Pfizer (PFE) | 0.5 | $808k | 29k | 27.98 | |
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 0.5 | $786k | 27k | 28.92 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $766k | 4.2k | 183.42 | |
| Pepsi (PEP) | 0.5 | $743k | 4.5k | 164.93 | |
| Verizon Communications (VZ) | 0.5 | $732k | 18k | 41.24 | |
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.5 | $729k | 19k | 38.70 | |
| Waste Management (WM) | 0.4 | $709k | 3.3k | 213.34 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.4 | $707k | 13k | 56.68 | |
| Eli Lilly & Co. (LLY) | 0.4 | $705k | 779.00 | 905.38 | |
| Enbridge (ENB) | 0.4 | $702k | 20k | 35.59 | |
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.4 | $690k | 18k | 38.41 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $684k | 2.6k | 267.51 | |
| Schlumberger Com Stk (SLB) | 0.4 | $665k | 14k | 47.18 | |
| First Tr Exchange Traded Hlth Care Alph (FXH) | 0.4 | $631k | 6.0k | 104.52 | |
| Echostar Corp Cl A (SATS) | 0.4 | $625k | 35k | 17.81 | |
| Bank of America Corporation (BAC) | 0.4 | $624k | 16k | 39.77 | |
| Wells Fargo & Company (WFC) | 0.4 | $611k | 10k | 59.39 | |
| Mastercard Incorporated Cl A (MA) | 0.4 | $608k | 1.4k | 441.16 | |
| Qualcomm (QCOM) | 0.4 | $588k | 3.0k | 199.18 | |
| Coca-Cola Company (KO) | 0.3 | $541k | 8.5k | 63.65 | |
| PPL Corporation (PPL) | 0.3 | $537k | 19k | 27.65 | |
| Broadcom (AVGO) | 0.3 | $531k | 331.00 | 1605.53 | |
| Goldman Sachs (GS) | 0.3 | $530k | 1.2k | 452.32 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $513k | 1.4k | 364.56 | |
| Vanguard World Materials Etf (VAW) | 0.3 | $500k | 2.6k | 192.63 | |
| Booking Holdings (BKNG) | 0.3 | $491k | 124.00 | 3961.50 | |
| Ishares Tr Msci India Etf (INDA) | 0.3 | $480k | 8.6k | 55.78 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $468k | 11k | 43.76 | |
| salesforce (CRM) | 0.3 | $453k | 1.8k | 257.10 | |
| Amgen (AMGN) | 0.3 | $441k | 1.4k | 312.45 | |
| Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) | 0.3 | $435k | 11k | 38.85 | |
| Lockheed Martin Corporation (LMT) | 0.3 | $428k | 917.00 | 467.10 | |
| Penn National Gaming (PENN) | 0.3 | $423k | 22k | 19.36 | |
| Truist Financial Corp equities (TFC) | 0.3 | $423k | 11k | 38.85 | |
| Air Products & Chemicals (APD) | 0.3 | $413k | 1.6k | 258.05 | |
| Edison International (EIX) | 0.3 | $413k | 5.7k | 71.81 | |
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.3 | $412k | 13k | 32.56 | |
| Lamar Advertising Cl A (LAMR) | 0.3 | $409k | 3.4k | 119.53 | |
| Morgan Stanley Com New (MS) | 0.3 | $402k | 4.1k | 97.19 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $389k | 2.2k | 173.81 | |
| Starbucks Corporation (SBUX) | 0.2 | $386k | 5.0k | 77.85 | |
| Charles Schwab Corporation (SCHW) | 0.2 | $384k | 5.2k | 73.69 | |
| Costco Wholesale Corporation (COST) | 0.2 | $383k | 451.00 | 849.99 | |
| Chevron Corporation (CVX) | 0.2 | $379k | 2.4k | 156.40 | |
| Anthem (ELV) | 0.2 | $372k | 687.00 | 541.86 | |
| Prudential Financial (PRU) | 0.2 | $368k | 3.1k | 117.17 | |
| McDonald's Corporation (MCD) | 0.2 | $364k | 1.4k | 254.84 | |
| Duke Energy Corp Com New (DUK) | 0.2 | $362k | 3.6k | 100.23 | |
| PNC Financial Services (PNC) | 0.2 | $360k | 2.3k | 155.48 | |
| Iqvia Holdings (IQV) | 0.2 | $354k | 1.7k | 211.44 | |
| Fs Kkr Capital Corp (FSK) | 0.2 | $349k | 18k | 19.73 | |
| Intel Corporation (INTC) | 0.2 | $347k | 11k | 30.97 | |
| Peoples Financial Services Corp (PFIS) | 0.2 | $343k | 7.5k | 45.54 | |
| Medtronic SHS (MDT) | 0.2 | $336k | 4.3k | 78.71 | |
| Exchange Traded Concepts Tru India Internet & (INQQ) | 0.2 | $336k | 22k | 15.25 | |
| Altria (MO) | 0.2 | $335k | 7.3k | 45.55 | |
| United Parcel Service CL B (UPS) | 0.2 | $333k | 2.4k | 136.88 | |
| At&t (T) | 0.2 | $323k | 17k | 19.11 | |
| Lowe's Companies (LOW) | 0.2 | $314k | 1.4k | 220.42 | |
| Constellation Energy (CEG) | 0.2 | $310k | 1.6k | 200.27 | |
| Shell Spon Ads (SHEL) | 0.2 | $310k | 4.3k | 72.18 | |
| Genuine Parts Company (GPC) | 0.2 | $306k | 2.2k | 138.32 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $304k | 1.4k | 218.03 | |
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.2 | $303k | 3.4k | 88.14 | |
| Omni (OMC) | 0.2 | $299k | 3.3k | 89.70 | |
| Trane Technologies SHS (TT) | 0.2 | $296k | 900.00 | 328.93 | |
| UnitedHealth (UNH) | 0.2 | $294k | 578.00 | 509.26 | |
| Home Depot (HD) | 0.2 | $292k | 847.00 | 344.24 | |
| Johnson & Johnson (JNJ) | 0.2 | $284k | 1.9k | 146.13 | |
| Visa Com Cl A (V) | 0.2 | $284k | 1.1k | 262.47 | |
| Fidelity National Information Services (FIS) | 0.2 | $284k | 3.8k | 75.36 | |
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) | 0.2 | $281k | 12k | 24.32 | |
| GSK Sponsored Adr (GSK) | 0.2 | $279k | 7.2k | 38.50 | |
| American Tower Reit (AMT) | 0.2 | $275k | 1.4k | 194.38 | |
| Ge Aerospace Com New (GE) | 0.2 | $273k | 1.7k | 158.97 | |
| Williams Companies (WMB) | 0.2 | $271k | 6.4k | 42.50 | |
| Dow (DOW) | 0.2 | $270k | 5.1k | 53.05 | |
| Wal-Mart Stores (WMT) | 0.2 | $268k | 4.0k | 67.72 | |
| Entergy Corporation (ETR) | 0.2 | $267k | 2.5k | 107.00 | |
| Paramount Global Class B Com Call Option (PARA) | 0.2 | $265k | 100k | 2.65 | |
| Linde SHS (LIN) | 0.2 | $263k | 600.00 | 438.81 | |
| Ford Motor Company (F) | 0.2 | $263k | 21k | 12.54 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $261k | 1.5k | 174.47 | |
| BlackRock | 0.2 | $259k | 329.00 | 787.32 | |
| ConocoPhillips (COP) | 0.2 | $258k | 2.3k | 114.38 | |
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.2 | $245k | 2.9k | 84.04 | |
| Advanced Micro Devices (AMD) | 0.2 | $243k | 1.5k | 162.21 | |
| CarMax (KMX) | 0.2 | $241k | 3.3k | 73.34 | |
| Cisco Systems (CSCO) | 0.1 | $230k | 4.8k | 47.51 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $215k | 387.00 | 555.54 | |
| Enterprise Products Partners (EPD) | 0.1 | $213k | 7.4k | 28.98 | |
| Dominion Resources (D) | 0.1 | $206k | 4.2k | 49.00 | |
| Diageo Spon Adr New (DEO) | 0.1 | $204k | 1.6k | 126.08 | |
| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.1 | $194k | 10k | 18.82 | |
| Lloyds Banking Group Sponsored Adr (LYG) | 0.1 | $174k | 64k | 2.73 | |
| Soundhound Ai Class A Com (SOUN) | 0.0 | $52k | 13k | 3.95 | |
| Nio Spon Ads Call Option (NIO) | 0.0 | $26k | 400k | 0.07 | |
| Draganfly Com New | 0.0 | $24k | 103k | 0.23 |