Alliance Wealth Advisors as of March 31, 2025
Portfolio Holdings for Alliance Wealth Advisors
Alliance Wealth Advisors holds 139 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 |
|---|---|---|---|---|---|
| Victory Portfolios Ii Core Intermediat (UITB) | 12.8 | $24M | 501k | 46.94 | |
| Ishares Tr Core Div Grwth (DGRO) | 11.8 | $22M | 351k | 61.78 | |
| Palantir Technologies Cl A (PLTR) | 6.6 | $12M | 144k | 84.40 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 5.1 | $9.3M | 20k | 468.92 | |
| Vanguard Index Fds Value Etf (VTV) | 4.5 | $8.3M | 48k | 172.74 | |
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 4.5 | $8.2M | 94k | 87.17 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 3.8 | $7.0M | 120k | 58.35 | |
| Spdr Gold Tr Gold Shs (GLD) | 2.3 | $4.2M | 14k | 288.14 | |
| Apple (AAPL) | 2.1 | $3.9M | 18k | 222.12 | |
| Microsoft Corporation (MSFT) | 2.0 | $3.6M | 9.7k | 375.41 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 2.0 | $3.6M | 14k | 258.61 | |
| TransDigm Group Incorporated (TDG) | 1.5 | $2.8M | 2.0k | 1383.29 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.3 | $2.4M | 4.4k | 532.58 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $2.2M | 14k | 154.64 | |
| Walt Disney Company (DIS) | 1.1 | $2.1M | 21k | 98.70 | |
| Peoples Financial Services Corp (PFIS) | 0.9 | $1.7M | 38k | 44.47 | |
| Meta Platforms Cl A (META) | 0.9 | $1.6M | 2.8k | 576.36 | |
| Comcast Corp Cl A (CMCSA) | 0.8 | $1.6M | 42k | 36.90 | |
| Philip Morris International (PM) | 0.8 | $1.5M | 9.7k | 158.73 | |
| Exxon Mobil Corporation (XOM) | 0.8 | $1.5M | 13k | 118.93 | |
| Gaming & Leisure Pptys (GLPI) | 0.8 | $1.4M | 28k | 50.90 | |
| Amazon (AMZN) | 0.8 | $1.4M | 7.3k | 190.26 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.8 | $1.4M | 28k | 49.62 | |
| Procter & Gamble Company (PG) | 0.8 | $1.4M | 8.1k | 170.42 | |
| Merck & Co (MRK) | 0.7 | $1.3M | 14k | 89.76 | |
| Oneok (OKE) | 0.7 | $1.2M | 13k | 99.22 | |
| Ishares Tr Core Msci Total (IXUS) | 0.7 | $1.2M | 18k | 69.81 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $1.2M | 4.2k | 274.84 | |
| Bank of New York Mellon Corporation (BK) | 0.6 | $1.1M | 14k | 83.87 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $1.1M | 4.6k | 245.30 | |
| Abbvie (ABBV) | 0.6 | $1.1M | 5.0k | 209.52 | |
| Boeing Company (BA) | 0.5 | $959k | 5.6k | 170.55 | |
| Echostar Corp Cl A (SATS) | 0.5 | $898k | 35k | 25.58 | |
| Intel Corporation Call Option (INTC) | 0.5 | $895k | 200k | 4.47 | |
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.5 | $889k | 21k | 41.85 | |
| Enbridge (ENB) | 0.5 | $865k | 20k | 44.31 | |
| Mp Materials Corp Com Cl A Call Option (MP) | 0.5 | $865k | 100k | 8.65 | |
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 0.4 | $807k | 27k | 29.69 | |
| Verizon Communications (VZ) | 0.4 | $776k | 17k | 45.36 | |
| Waste Management (WM) | 0.4 | $770k | 3.3k | 231.51 | |
| Wells Fargo & Company (WFC) | 0.4 | $766k | 11k | 71.79 | |
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.4 | $760k | 19k | 40.77 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.4 | $733k | 13k | 57.14 | |
| Mastercard Incorporated Cl A (MA) | 0.4 | $725k | 1.3k | 548.12 | |
| PPL Corporation (PPL) | 0.4 | $716k | 20k | 36.11 | |
| Pepsi (PEP) | 0.4 | $698k | 4.7k | 149.94 | |
| Community Bank System (CBU) | 0.4 | $647k | 11k | 56.86 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $629k | 4.0k | 156.23 | |
| First Tr Exchange Traded Hlth Care Alph (FXH) | 0.3 | $626k | 6.0k | 103.60 | |
| Coca-Cola Company (KO) | 0.3 | $596k | 8.3k | 71.62 | |
| Pfizer (PFE) | 0.3 | $595k | 24k | 25.34 | |
| Bank of America Corporation (BAC) | 0.3 | $583k | 14k | 41.73 | |
| Goldman Sachs (GS) | 0.3 | $580k | 1.1k | 546.29 | |
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.3 | $571k | 9.8k | 58.54 | |
| J P Morgan Exchange Traded F Active Value Etf (JAVA) | 0.3 | $569k | 9.0k | 63.54 | |
| NVIDIA Corporation (NVDA) | 0.3 | $569k | 5.2k | 108.38 | |
| Eli Lilly & Co. (LLY) | 0.3 | $565k | 684.00 | 825.91 | |
| salesforce (CRM) | 0.3 | $517k | 1.9k | 268.36 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $508k | 1.4k | 361.11 | |
| Schlumberger Com Stk (SLB) | 0.3 | $506k | 12k | 41.80 | |
| Qualcomm (QCOM) | 0.3 | $503k | 3.3k | 153.61 | |
| Starbucks Corporation (SBUX) | 0.3 | $497k | 5.1k | 98.09 | |
| Vanguard World Materials Etf (VAW) | 0.3 | $490k | 2.6k | 188.81 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $485k | 11k | 45.26 | |
| Morgan Stanley Com New (MS) | 0.3 | $482k | 4.1k | 116.67 | |
| Entergy Corporation (ETR) | 0.3 | $476k | 5.6k | 85.49 | |
| Nio Spon Ads Call Option (NIO) | 0.3 | $460k | 400k | 1.15 | |
| Johnson & Johnson (JNJ) | 0.2 | $452k | 2.7k | 165.83 | |
| Truist Financial Corp equities (TFC) | 0.2 | $451k | 11k | 41.15 | |
| Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) | 0.2 | $450k | 11k | 40.19 | |
| Booking Holdings (BKNG) | 0.2 | $447k | 97.00 | 4606.91 | |
| Altria (MO) | 0.2 | $447k | 7.4k | 60.02 | |
| At&t (T) | 0.2 | $443k | 16k | 28.28 | |
| Ishares Tr Msci India Etf (INDA) | 0.2 | $443k | 8.6k | 51.48 | |
| Costco Wholesale Corporation (COST) | 0.2 | $436k | 461.00 | 945.78 | |
| McDonald's Corporation (MCD) | 0.2 | $431k | 1.4k | 312.37 | |
| Duke Energy Corp Com New (DUK) | 0.2 | $425k | 3.5k | 121.97 | |
| Becton, Dickinson and (BDX) | 0.2 | $425k | 1.9k | 229.06 | |
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.2 | $420k | 13k | 33.24 | |
| Wal-Mart Stores (WMT) | 0.2 | $415k | 4.7k | 87.78 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $413k | 22k | 18.59 | |
| Chevron Corporation (CVX) | 0.2 | $413k | 2.5k | 167.30 | |
| Air Products & Chemicals (APD) | 0.2 | $412k | 1.4k | 294.92 | |
| PNC Financial Services (PNC) | 0.2 | $401k | 2.3k | 175.77 | |
| Medtronic SHS (MDT) | 0.2 | $399k | 4.4k | 89.86 | |
| Amgen (AMGN) | 0.2 | $394k | 1.3k | 311.55 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $391k | 876.00 | 446.71 | |
| Fidelity D + D Bncrp (FDBC) | 0.2 | $388k | 9.3k | 41.61 | |
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) | 0.2 | $386k | 16k | 24.95 | |
| Lamar Advertising Cl A (LAMR) | 0.2 | $383k | 3.4k | 113.78 | |
| Charles Schwab Corporation (SCHW) | 0.2 | $379k | 4.8k | 78.28 | |
| Fs Kkr Capital Corp (FSK) | 0.2 | $371k | 18k | 20.95 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $365k | 7.2k | 50.83 | |
| GSK Sponsored Adr (GSK) | 0.2 | $355k | 9.2k | 38.74 | |
| Penn National Gaming (PENN) | 0.2 | $355k | 22k | 16.31 | |
| Prudential Financial (PRU) | 0.2 | $348k | 3.1k | 111.66 | |
| Visa Com Cl A (V) | 0.2 | $345k | 984.00 | 350.46 | |
| Corning Incorporated (GLW) | 0.2 | $338k | 7.4k | 45.78 | |
| Anthem (ELV) | 0.2 | $335k | 769.00 | 434.96 | |
| Ge Aerospace Com New (GE) | 0.2 | $331k | 1.7k | 200.15 | |
| American Tower Reit (AMT) | 0.2 | $327k | 1.5k | 217.60 | |
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.2 | $320k | 3.5k | 92.30 | |
| Exchange Traded Concepts Tru Inqq The India I (INQQ) | 0.2 | $316k | 22k | 14.35 | |
| Shell Spon Ads (SHEL) | 0.2 | $315k | 4.3k | 73.28 | |
| Blackrock (BLK) | 0.2 | $314k | 332.00 | 946.48 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $310k | 1.4k | 221.75 | |
| Trane Technologies SHS (TT) | 0.2 | $303k | 900.00 | 336.92 | |
| Home Depot (HD) | 0.2 | $302k | 825.00 | 366.49 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $294k | 1.8k | 166.00 | |
| Constellation Energy (CEG) | 0.2 | $292k | 1.5k | 201.63 | |
| Omni (OMC) | 0.2 | $284k | 3.4k | 82.91 | |
| Cisco Systems (CSCO) | 0.2 | $282k | 4.6k | 61.71 | |
| Linde SHS (LIN) | 0.2 | $279k | 600.00 | 465.64 | |
| ConocoPhillips (COP) | 0.2 | $276k | 2.6k | 105.02 | |
| Genuine Parts Company (GPC) | 0.1 | $267k | 2.2k | 119.14 | |
| CarMax (KMX) | 0.1 | $267k | 3.4k | 77.92 | |
| CVS Caremark Corporation (CVS) | 0.1 | $266k | 3.9k | 67.76 | |
| Iqvia Holdings (IQV) | 0.1 | $266k | 1.5k | 176.30 | |
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.1 | $262k | 2.9k | 89.64 | |
| Bristol Myers Squibb (BMY) | 0.1 | $257k | 4.2k | 60.99 | |
| Lloyds Banking Group Sponsored Adr (LYG) | 0.1 | $254k | 66k | 3.82 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $253k | 1.3k | 188.16 | |
| United Parcel Service CL B (UPS) | 0.1 | $252k | 2.3k | 110.00 | |
| Enterprise Products Partners (EPD) | 0.1 | $251k | 7.4k | 34.14 | |
| Ford Motor Company (F) | 0.1 | $249k | 25k | 10.03 | |
| Lowe's Companies (LOW) | 0.1 | $248k | 1.1k | 233.30 | |
| Advanced Micro Devices (AMD) | 0.1 | $239k | 2.3k | 102.74 | |
| Tesla Motors (TSLA) | 0.1 | $237k | 913.00 | 259.16 | |
| Wec Energy Group (WEC) | 0.1 | $235k | 2.2k | 108.98 | |
| M&T Bank Corporation (MTB) | 0.1 | $229k | 1.3k | 178.75 | |
| Dominion Resources (D) | 0.1 | $227k | 4.0k | 56.07 | |
| Edison International (EIX) | 0.1 | $227k | 3.9k | 58.92 | |
| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $226k | 991.00 | 227.92 | |
| Broadcom (AVGO) | 0.1 | $226k | 1.3k | 167.43 | |
| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.1 | $218k | 10k | 21.36 | |
| UnitedHealth (UNH) | 0.1 | $210k | 401.00 | 523.75 | |
| Fiserv (FI) | 0.1 | $205k | 930.00 | 220.83 | |
| Paramount Global Class B Com Call Option (PARA) | 0.1 | $193k | 100k | 1.93 | |
| Soundhound Ai Class A Com (SOUN) | 0.1 | $101k | 12k | 8.12 |
