Alliance Wealth Advisors

Alliance Wealth Advisors as of March 31, 2025

Portfolio Holdings for Alliance Wealth Advisors

Alliance Wealth Advisors holds 255 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
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 4.0 $15M 301k 50.63
Amazon (AMZN) 2.7 $11M 55k 190.26
Ishares Tr Tips Bd Etf (TIP) 2.6 $9.9M 89k 111.09
Microsoft Corporation (MSFT) 2.3 $8.7M 23k 375.39
Ishares Tr Core S&p500 Etf (IVV) 2.0 $7.6M 14k 561.91
Visa Com Cl A (V) 2.0 $7.6M 22k 350.45
Oracle Corporation (ORCL) 1.7 $6.5M 46k 139.81
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 1.7 $6.5M 71k 91.73
Republic Services (RSG) 1.4 $5.4M 23k 242.16
Ishares Tr 7-10 Yr Trsy Bd (IEF) 1.3 $4.9M 51k 95.37
Mastercard Incorporated Cl A (MA) 1.2 $4.6M 8.4k 548.14
Watsco, Incorporated (WSO) 1.2 $4.6M 9.1k 508.30
Automatic Data Processing (ADP) 1.2 $4.5M 15k 305.53
Shopify Cl A (SHOP) 1.2 $4.5M 47k 95.48
Medtronic SHS (MDT) 1.2 $4.5M 50k 89.86
Ishares Tr 0-5 Yr Tips Etf (STIP) 1.2 $4.5M 43k 103.47
World Gold Tr Spdr Gld Minis (GLDM) 1.2 $4.4M 72k 61.89
Blackrock Etf Trust Ii Ishares Larg Cap (IVVB) 1.1 $4.2M 145k 29.32
Eli Lilly & Co. (LLY) 1.1 $4.2M 5.1k 825.91
Wec Energy Group (WEC) 1.1 $4.0M 37k 108.98
Oneok (OKE) 1.1 $4.0M 41k 99.22
Home Depot (HD) 1.0 $4.0M 11k 366.48
Ares Management Corporation Cl A Com Stk (ARES) 1.0 $3.9M 27k 146.61
Netflix (NFLX) 1.0 $3.9M 4.2k 932.60
Abbvie (ABBV) 1.0 $3.9M 19k 209.52
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.0 $3.9M 62k 62.10
Abbott Laboratories (ABT) 1.0 $3.9M 29k 132.65
McDonald's Corporation (MCD) 1.0 $3.8M 12k 312.37
Mid-America Apartment (MAA) 1.0 $3.8M 23k 167.58
Verizon Communications (VZ) 1.0 $3.8M 84k 45.36
Zoetis Cl A (ZTS) 1.0 $3.8M 23k 164.65
Alphabet Cap Stk Cl C (GOOG) 1.0 $3.7M 24k 156.23
Exxon Mobil Corporation (XOM) 0.9 $3.6M 30k 118.93
Snap-on Incorporated (SNA) 0.9 $3.6M 11k 337.01
Apple (AAPL) 0.9 $3.5M 16k 222.13
Qualcomm (QCOM) 0.9 $3.5M 23k 153.61
International Business Machines (IBM) 0.9 $3.5M 14k 248.66
Thermo Fisher Scientific (TMO) 0.9 $3.3M 6.7k 497.61
Aon Shs Cl A (AON) 0.8 $3.2M 8.1k 399.09
Gilead Sciences (GILD) 0.8 $3.2M 29k 112.05
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.8 $3.2M 35k 91.03
Accenture Plc Ireland Shs Class A (ACN) 0.8 $3.1M 10k 312.05
NVIDIA Corporation (NVDA) 0.8 $3.1M 29k 108.38
Adobe Systems Incorporated (ADBE) 0.8 $3.0M 7.9k 383.53
American Water Works (AWK) 0.8 $2.9M 20k 147.52
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.8 $2.9M 36k 80.37
Air Products & Chemicals (APD) 0.8 $2.9M 9.8k 294.93
Texas Instruments Incorporated (TXN) 0.7 $2.8M 15k 179.70
Alphabet Cap Stk Cl A (GOOGL) 0.7 $2.7M 17k 154.64
Msci (MSCI) 0.7 $2.6M 4.7k 565.50
Hershey Company (HSY) 0.7 $2.6M 15k 171.03
Starbucks Corporation (SBUX) 0.6 $2.4M 25k 98.09
Ishares Tr Jpmorgan Usd Emg (EMB) 0.6 $2.4M 27k 90.59
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.6 $2.4M 29k 82.73
Merck & Co (MRK) 0.6 $2.4M 27k 89.76
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.6 $2.4M 22k 108.69
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.6 $2.4M 30k 78.89
Workday Cl A (WDAY) 0.6 $2.4M 10k 233.53
Airbnb Com Cl A (ABNB) 0.6 $2.3M 20k 119.46
Kimberly-Clark Corporation (KMB) 0.6 $2.3M 16k 142.22
Mccormick & Co Com Non Vtg (MKC) 0.6 $2.3M 28k 82.31
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.6 $2.2M 56k 39.37
Walt Disney Company (DIS) 0.6 $2.2M 22k 98.70
Realty Income (O) 0.6 $2.1M 37k 58.01
Servicenow (NOW) 0.5 $2.1M 2.6k 796.24
Meta Platforms Cl A (META) 0.5 $2.1M 3.6k 576.36
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.5 $2.0M 55k 36.41
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $1.9M 3.7k 532.52
UnitedHealth (UNH) 0.5 $1.9M 3.6k 523.74
Novo-nordisk A S Adr (NVO) 0.5 $1.8M 27k 69.44
Ollies Bargain Outlt Hldgs I (OLLI) 0.4 $1.7M 15k 116.36
Johnson & Johnson (JNJ) 0.4 $1.7M 10k 165.84
Cyberark Software SHS (CYBR) 0.4 $1.7M 4.9k 338.00
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.4 $1.6M 32k 51.07
Tesla Motors (TSLA) 0.4 $1.6M 6.2k 259.16
Raytheon Technologies Corp (RTX) 0.4 $1.5M 12k 132.46
Paycom Software (PAYC) 0.4 $1.5M 7.0k 218.48
Unilever Spon Adr New (UL) 0.4 $1.5M 25k 59.55
Morningstar (MORN) 0.4 $1.4M 4.8k 299.87
Curtiss-Wright (CW) 0.4 $1.4M 4.5k 317.30
Ishares Tr Us Treas Bd Etf (GOVT) 0.4 $1.4M 62k 22.98
Sofi Technologies (SOFI) 0.4 $1.4M 122k 11.63
Bj's Wholesale Club Holdings (BJ) 0.3 $1.3M 12k 114.10
Halozyme Therapeutics (HALO) 0.3 $1.3M 21k 63.81
CoStar (CSGP) 0.3 $1.3M 16k 79.23
SPS Commerce (SPSC) 0.3 $1.2M 9.3k 132.73
Comfort Systems USA (FIX) 0.3 $1.2M 3.6k 322.32
Philip Morris International (PM) 0.3 $1.1M 7.0k 158.73
Spdr Ser Tr Port Mtg Bk Etf (SPMB) 0.3 $1.1M 50k 22.05
Gartner (IT) 0.3 $1.1M 2.6k 419.70
Boeing Company (BA) 0.3 $1.1M 6.3k 170.55
Tractor Supply Company (TSCO) 0.3 $1.0M 19k 55.10
Harbor Etf Trust Harbor Commodity (HGER) 0.3 $1.0M 42k 24.05
Prestige Brands Holdings (PBH) 0.3 $1.0M 12k 85.97
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $1.0M 12k 81.76
Pimco Etf Tr Commodity Strat (CMDT) 0.3 $1.0M 38k 26.77
Procter & Gamble Company (PG) 0.3 $986k 5.8k 170.42
RBB Fm Ultrashort Tr (RBIL) 0.3 $982k 20k 50.40
Kinsale Cap Group (KNSL) 0.3 $964k 2.0k 486.71
Azek Cl A (AZEK) 0.3 $959k 20k 48.89
Penumbra (PEN) 0.2 $955k 3.6k 267.41
Cooper Cos (COO) 0.2 $949k 11k 84.35
Cisco Systems (CSCO) 0.2 $892k 15k 61.71
Asml Holding N V N Y Registry Shs (ASML) 0.2 $890k 1.3k 662.63
Insulet Corporation (PODD) 0.2 $876k 3.3k 262.61
Ptc (PTC) 0.2 $871k 5.6k 154.95
General Dynamics Corporation (GD) 0.2 $868k 3.2k 272.57
Spdr Gold Tr Gold Shs (GLD) 0.2 $842k 2.9k 288.14
Sap Se Spon Adr (SAP) 0.2 $824k 3.1k 268.44
Range Resources (RRC) 0.2 $817k 20k 39.93
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.2 $785k 9.5k 83.00
Valmont Industries (VMI) 0.2 $779k 2.7k 285.32
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.2 $763k 19k 40.76
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $763k 1.6k 484.82
Pepsi (PEP) 0.2 $752k 5.0k 149.95
Steris Shs Usd (STE) 0.2 $749k 3.3k 226.63
Medpace Hldgs (MEDP) 0.2 $745k 2.4k 304.69
Nvent Electric SHS (NVT) 0.2 $744k 14k 52.42
Coca-Cola Company (KO) 0.2 $742k 10k 71.62
CommVault Systems (CVLT) 0.2 $740k 4.7k 157.76
Autodesk (ADSK) 0.2 $718k 2.7k 261.83
Cactus Cl A (WHD) 0.2 $709k 16k 45.83
Pool Corporation (POOL) 0.2 $697k 2.2k 318.39
Cdw (CDW) 0.2 $680k 4.2k 160.26
salesforce (CRM) 0.2 $680k 2.5k 268.41
Sterling Construction Company (STRL) 0.2 $670k 5.9k 113.21
C H Robinson Worldwide Com New (CHRW) 0.2 $663k 6.5k 102.41
Elf Beauty (ELF) 0.2 $659k 11k 62.79
Badger Meter (BMI) 0.2 $656k 3.5k 190.25
Nike CL B (NKE) 0.2 $652k 10k 63.48
Duolingo Cl A Com (DUOL) 0.2 $646k 2.1k 310.54
Pjt Partners Com Cl A (PJT) 0.2 $646k 4.7k 137.88
Wells Fargo & Company (WFC) 0.2 $644k 9.0k 71.79
Monster Beverage Corp (MNST) 0.2 $641k 11k 58.52
Wal-Mart Stores (WMT) 0.2 $638k 7.3k 87.79
Western Alliance Bancorporation (WAL) 0.2 $626k 8.1k 76.83
UFP Technologies (UFPT) 0.2 $623k 3.1k 201.71
Rambus (RMBS) 0.2 $620k 12k 51.77
SYSCO Corporation (SYY) 0.2 $617k 8.2k 75.04
Lincoln Electric Holdings (LECO) 0.2 $607k 3.2k 189.16
Clearwater Analytics Hldgs I Cl A (CWAN) 0.2 $601k 22k 26.80
Ryan Specialty Holdings Cl A (RYAN) 0.2 $601k 8.1k 73.87
Shell Spon Ads (SHEL) 0.2 $600k 8.2k 73.28
Entegris (ENTG) 0.2 $598k 6.8k 87.48
Avery Dennison Corporation (AVY) 0.2 $597k 3.4k 177.98
Chevron Corporation (CVX) 0.2 $588k 3.5k 167.27
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.2 $588k 14k 42.52
Terreno Realty Corporation (TRNO) 0.2 $588k 9.3k 63.22
Choice Hotels International (CHH) 0.2 $580k 4.4k 132.77
Maplebear (CART) 0.1 $572k 14k 39.89
Simply Good Foods (SMPL) 0.1 $559k 16k 34.49
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.1 $557k 20k 27.26
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $556k 5.6k 98.92
Boston Scientific Corporation (BSX) 0.1 $550k 5.4k 100.88
ConocoPhillips (COP) 0.1 $529k 5.0k 105.02
Goosehead Ins Com Cl A (GSHD) 0.1 $526k 4.5k 118.06
Mondelez Intl Cl A (MDLZ) 0.1 $521k 7.7k 67.85
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $514k 1.9k 274.86
Enerpac Tool Group Corp Cl A Com (EPAC) 0.1 $509k 11k 44.86
Servisfirst Bancshares (SFBS) 0.1 $507k 6.1k 82.60
FactSet Research Systems (FDS) 0.1 $480k 1.1k 454.64
MercadoLibre (MELI) 0.1 $480k 246.00 1950.87
Enbridge (ENB) 0.1 $475k 11k 44.31
Repligen Corporation (RGEN) 0.1 $468k 3.7k 127.24
Duke Energy Corp Com New (DUK) 0.1 $464k 3.8k 121.97
Brown & Brown (BRO) 0.1 $463k 3.7k 124.40
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.1 $463k 8.2k 56.47
Casey's General Stores (CASY) 0.1 $453k 1.0k 434.04
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $449k 2.7k 166.00
United Parcel Service CL B (UPS) 0.1 $442k 4.0k 109.99
Teledyne Technologies Incorporated (TDY) 0.1 $437k 878.00 497.71
Agnico (AEM) 0.1 $436k 4.0k 108.41
Werner Enterprises (WERN) 0.1 $426k 15k 29.30
Becton, Dickinson and (BDX) 0.1 $421k 1.8k 229.11
Cme (CME) 0.1 $416k 1.6k 265.29
Charles Schwab Corporation (SCHW) 0.1 $416k 5.3k 78.28
Intuitive Surgical Com New (ISRG) 0.1 $414k 835.00 495.27
At&t (T) 0.1 $402k 14k 28.28
Regeneron Pharmaceuticals (REGN) 0.1 $402k 633.00 634.23
Copart (CPRT) 0.1 $401k 7.1k 56.59
Ncino (NCNO) 0.1 $399k 15k 27.47
JPMorgan Chase & Co. (JPM) 0.1 $390k 1.6k 245.30
Willis Towers Watson SHS (WTW) 0.1 $389k 1.2k 337.95
Pfizer (PFE) 0.1 $387k 15k 25.34
Appfolio Com Cl A (APPF) 0.1 $387k 1.8k 219.90
Hdfc Bank Sponsored Ads (HDB) 0.1 $386k 5.8k 66.44
Occidental Petroleum Corporation (OXY) 0.1 $385k 7.8k 49.36
Spdr Ser Tr Portfolio Short (SPSB) 0.1 $384k 13k 30.10
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.1 $381k 7.3k 52.41
Diageo Spon Adr New (DEO) 0.1 $377k 3.6k 104.79
Sprott Physical Gold Tr Unit (PHYS) 0.1 $371k 15k 24.06
Us Bancorp Del Com New (USB) 0.1 $366k 8.7k 42.22
Descartes Sys Grp (DSGX) 0.1 $349k 3.5k 100.83
Comcast Corp Cl A (CMCSA) 0.1 $345k 9.3k 36.90
Aaon Com Par $0.004 (AAON) 0.1 $343k 4.4k 78.13
Union Pacific Corporation (UNP) 0.1 $340k 1.4k 236.24
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $338k 3.4k 100.67
American Electric Power Company (AEP) 0.1 $336k 3.1k 109.27
Houlihan Lokey Cl A (HLI) 0.1 $335k 2.1k 161.50
Godaddy Cl A (GDDY) 0.1 $333k 1.9k 180.14
CVS Caremark Corporation (CVS) 0.1 $328k 4.8k 67.75
Bank of America Corporation (BAC) 0.1 $328k 7.9k 41.73
Raymond James Financial (RJF) 0.1 $323k 2.3k 138.91
Simon Property (SPG) 0.1 $323k 1.9k 166.08
Icon SHS (ICLR) 0.1 $320k 1.8k 174.99
Us Foods Hldg Corp call (USFD) 0.1 $320k 4.9k 65.46
Lyondellbasell Industries N Shs - A - (LYB) 0.1 $309k 4.4k 70.40
American Express Company (AXP) 0.1 $308k 1.1k 269.05
Sprouts Fmrs Mkt (SFM) 0.1 $302k 2.0k 152.64
Sprott Physical Gold & Silve Tr Unit (CEF) 0.1 $301k 11k 28.41
Novartis Sponsored Adr (NVS) 0.1 $301k 2.7k 111.48
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $297k 11k 27.96
Waste Management (WM) 0.1 $296k 1.3k 231.51
Crane Company Common Stock (CR) 0.1 $296k 1.9k 153.18
Expeditors International of Washington (EXPD) 0.1 $294k 2.4k 120.25
ResMed (RMD) 0.1 $293k 1.3k 223.85
Emcor (EME) 0.1 $290k 785.00 369.63
SEI Investments Company (SEIC) 0.1 $283k 3.6k 77.63
Onestream Cl A (OS) 0.1 $281k 13k 21.34
Endava Ads (DAVA) 0.1 $281k 14k 19.51
Saia (SAIA) 0.1 $275k 787.00 349.43
Stride (LRN) 0.1 $274k 2.2k 126.50
Monolithic Power Systems (MPWR) 0.1 $270k 466.00 579.98
West Pharmaceutical Services (WST) 0.1 $270k 1.2k 223.88
Lockheed Martin Corporation (LMT) 0.1 $269k 601.00 446.71
Dynatrace Com New (DT) 0.1 $268k 5.7k 47.15
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $267k 2.0k 132.23
Triumph Ban (TFIN) 0.1 $267k 4.6k 57.80
Dream Finders Homes Com Cl A (DFH) 0.1 $267k 12k 22.56
Aptar (ATR) 0.1 $267k 1.8k 148.38
Guidewire Software (GWRE) 0.1 $265k 1.4k 187.36
General Mills (GIS) 0.1 $265k 4.4k 59.79
Yum! Brands (YUM) 0.1 $264k 1.7k 157.36
Booz Allen Hamilton Hldg Cor Cl A (BAH) 0.1 $255k 2.4k 104.58
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.1 $251k 5.0k 50.71
Dex (DXCM) 0.1 $244k 3.6k 68.29
Pure Storage Cl A (PSTG) 0.1 $241k 5.4k 44.27
Garmin SHS (GRMN) 0.1 $240k 1.1k 217.13
Texas Roadhouse (TXRH) 0.1 $227k 1.4k 166.63
Revolve Group Cl A (RVLV) 0.1 $223k 10k 21.49
Costco Wholesale Corporation (COST) 0.1 $222k 235.00 945.78
Sprott Physical Silver Tr Tr Unit (PSLV) 0.1 $210k 18k 11.60
MarketAxess Holdings (MKTX) 0.1 $206k 953.00 216.37
Deckers Outdoor Corporation (DECK) 0.1 $205k 1.8k 111.81
Paypal Holdings (PYPL) 0.1 $200k 3.1k 65.26
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.1 $193k 14k 13.63
Nu Hldgs Ord Shs Cl A (NU) 0.0 $177k 17k 10.24
Huntington Bancshares Incorporated (HBAN) 0.0 $167k 11k 15.01
Harmony Gold Mining Sponsored Adr (HMY) 0.0 $159k 11k 14.77
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.0 $142k 10k 13.62
Up Fintech Hldg Sponsored Ads (TIGR) 0.0 $124k 14k 8.59
Vnet Group Sponsored Ads A (VNET) 0.0 $119k 15k 8.20
Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) 0.0 $95k 12k 7.76
Aegon Amer Reg 1 Cert (AEG) 0.0 $79k 12k 6.59
Holley (HLLY) 0.0 $53k 21k 2.57