Alliance Wealth Advisors

Alliance Wealth Advisors as of June 30, 2025

Portfolio Holdings for Alliance Wealth Advisors

Alliance Wealth Advisors holds 270 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 6.5 $27M 295k 91.73
Microsoft Corporation (MSFT) 2.8 $12M 23k 497.43
Amalgamated Financial Corp (AMAL) 2.4 $10M 46k 218.91
Oracle Corporation (ORCL) 2.3 $9.5M 43k 218.63
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.8 $7.6M 92k 82.86
Visa Com Cl A (V) 1.8 $7.4M 21k 355.06
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.7 $7.2M 169k 42.74
World Gold Tr Spdr Gld Minis (GLDM) 1.7 $7.0M 107k 65.52
Netflix (NFLX) 1.4 $6.0M 4.5k 1339.23
Accenture Plc Ireland Shs Class A (ACN) 1.4 $5.9M 20k 298.90
NVIDIA Corporation (NVDA) 1.4 $5.7M 36k 157.99
Shopify Cl A Sub Vtg Shs (SHOP) 1.2 $5.2M 45k 115.35
Ishares Tr 7-10 Yr Trsy Bd (IEF) 1.2 $5.2M 54k 95.77
Blackrock Etf Trust Ii Ishares Larg Cap (IVVB) 1.1 $4.7M 153k 31.01
Ares Management Corporation Cl A Com Stk (ARES) 1.1 $4.7M 27k 173.20
Automatic Data Processing (ADP) 1.1 $4.7M 15k 308.42
Ishares Tr Core S&p500 Etf (IVV) 1.1 $4.7M 7.6k 620.92
Ishares Tr 0-5 Yr Tips Etf (STIP) 1.1 $4.7M 46k 102.91
Republic Services (RSG) 1.1 $4.7M 19k 246.62
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.1 $4.5M 65k 69.09
Mastercard Incorporated Cl A (MA) 1.0 $4.3M 7.7k 561.95
Texas Instruments Incorporated (TXN) 1.0 $4.3M 21k 207.62
Medtronic SHS (MDT) 1.0 $4.3M 49k 87.17
International Business Machines (IBM) 1.0 $4.2M 14k 294.78
Alphabet Cap Stk Cl C (GOOG) 1.0 $4.1M 23k 177.39
Watsco, Incorporated (WSO) 1.0 $4.1M 9.3k 441.62
Home Depot (HD) 1.0 $4.1M 11k 366.67
Wec Energy Group (WEC) 0.9 $3.9M 38k 104.20
Qualcomm (QCOM) 0.9 $3.8M 24k 159.26
Eli Lilly & Co. (LLY) 0.9 $3.7M 4.8k 779.53
Verizon Communications (VZ) 0.9 $3.7M 86k 43.27
McDonald's Corporation (MCD) 0.9 $3.7M 13k 292.19
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.9 $3.6M 38k 95.32
Abbvie (ABBV) 0.9 $3.6M 19k 185.63
Abbott Laboratories (ABT) 0.9 $3.6M 26k 136.01
Meta Platforms Cl A (META) 0.8 $3.5M 4.8k 738.09
Alphabet Cap Stk Cl A (GOOGL) 0.8 $3.5M 20k 176.23
Mid-America Apartment (MAA) 0.8 $3.5M 23k 148.01
Oneok (OKE) 0.8 $3.4M 42k 81.63
Ishares Tr Tips Bd Etf (TIP) 0.8 $3.4M 31k 110.04
Snap-on Incorporated (SNA) 0.8 $3.4M 11k 311.18
Exxon Mobil Corporation (XOM) 0.8 $3.4M 31k 107.80
Gilead Sciences (GILD) 0.8 $3.3M 29k 110.87
Starbucks Corporation (SBUX) 0.8 $3.2M 35k 91.63
Zoetis Cl A (ZTS) 0.8 $3.2M 21k 155.96
Air Products & Chemicals (APD) 0.8 $3.1M 11k 282.07
Adobe Systems Incorporated (ADBE) 0.7 $3.1M 8.1k 386.88
Servicenow (NOW) 0.7 $3.0M 2.9k 1028.20
Mccormick & Co Com Non Vtg (MKC) 0.7 $2.9M 38k 75.82
Walt Disney Company (DIS) 0.7 $2.9M 23k 124.01
American Water Works (AWK) 0.7 $2.8M 20k 139.11
Aon Shs Cl A (AON) 0.6 $2.6M 7.4k 356.76
Tesla Motors (TSLA) 0.6 $2.6M 8.2k 317.66
Thermo Fisher Scientific (TMO) 0.6 $2.6M 6.3k 405.46
Msci (MSCI) 0.6 $2.5M 4.3k 576.74
Airbnb Com Cl A (ABNB) 0.6 $2.3M 18k 132.35
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.6 $2.3M 57k 40.49
Workday Cl A (WDAY) 0.5 $2.3M 9.5k 240.00
Sofi Technologies (SOFI) 0.5 $2.2M 122k 18.21
Merck & Co (MRK) 0.5 $2.2M 28k 79.16
Realty Income (O) 0.5 $2.2M 38k 57.61
Curtiss-Wright (CW) 0.5 $2.1M 4.4k 488.59
Kimberly-Clark Corporation (KMB) 0.5 $2.1M 17k 128.92
Ishares Tr Msci India Etf (INDA) 0.5 $2.1M 37k 55.68
Comfort Systems USA (FIX) 0.5 $2.0M 3.6k 536.33
Ollies Bargain Outlt Hldgs I (OLLI) 0.5 $1.9M 15k 131.78
Cyberark Software SHS (CYBR) 0.4 $1.8M 4.5k 406.88
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.8M 3.8k 485.84
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.4 $1.8M 16k 109.61
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.4 $1.7M 33k 52.34
Novo-nordisk A S Adr (NVO) 0.4 $1.7M 25k 69.02
Boeing Company (BA) 0.4 $1.7M 8.2k 209.53
IDEXX Laboratories (IDXX) 0.4 $1.7M 3.1k 536.34
Johnson & Johnson (JNJ) 0.4 $1.6M 11k 152.76
Unilever Spon Adr New 0.4 $1.5M 25k 61.17
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) 0.4 $1.5M 25k 61.78
Ishares Tr Us Treas Bd Etf (GOVT) 0.4 $1.5M 65k 22.98
Morningstar (MORN) 0.4 $1.5M 4.7k 313.93
Paycom Software (PAYC) 0.4 $1.5M 6.3k 231.40
Apple (AAPL) 0.3 $1.4M 6.9k 205.19
Sterling Construction Company (STRL) 0.3 $1.4M 5.9k 230.73
CoStar (CSGP) 0.3 $1.3M 17k 80.40
Elf Beauty (ELF) 0.3 $1.3M 11k 124.44
Bj's Wholesale Club Holdings (BJ) 0.3 $1.3M 12k 107.83
Philip Morris International (PM) 0.3 $1.2M 6.5k 182.13
Nvent Electric SHS (NVT) 0.3 $1.2M 16k 73.25
Spdr Series Trust Port Mtg Bk Etf (SPMB) 0.3 $1.2M 52k 22.10
SPS Commerce (SPSC) 0.3 $1.1M 8.2k 136.10
Asml Holding N V N Y Registry Shs (ASML) 0.3 $1.1M 1.4k 801.39
Autodesk (ADSK) 0.3 $1.1M 3.5k 309.60
Raytheon Technologies Corp (RTX) 0.3 $1.1M 7.4k 146.04
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $1.1M 13k 82.92
Cisco Systems (CSCO) 0.2 $1.0M 15k 69.38
Insulet Corporation (PODD) 0.2 $1.0M 3.3k 314.18
RBB Fm Ultrashort Tr (RBIL) 0.2 $1.0M 21k 50.08
Tractor Supply Company (TSCO) 0.2 $1.0M 19k 52.77
Halozyme Therapeutics (HALO) 0.2 $992k 19k 52.02
Ptc (PTC) 0.2 $986k 5.7k 172.34
Spdr Gold Tr Gold Shs (GLD) 0.2 $968k 3.2k 304.83
Procter & Gamble Company (PG) 0.2 $959k 6.0k 159.34
Prestige Brands Holdings (PBH) 0.2 $956k 12k 79.85
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $955k 2.1k 445.20
Kinsale Cap Group (KNSL) 0.2 $952k 2.0k 483.90
Gartner (IT) 0.2 $940k 2.3k 404.35
salesforce (CRM) 0.2 $938k 3.4k 272.72
General Dynamics Corporation (GD) 0.2 $931k 3.2k 291.74
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $918k 9.3k 99.20
Valmont Industries (VMI) 0.2 $912k 2.8k 326.64
Sap Se Spon Adr (SAP) 0.2 $904k 3.0k 304.10
Monster Beverage Corp (MNST) 0.2 $903k 14k 62.64
Spdr Series Trust S&P 600 SMCP GRW (SLYG) 0.2 $891k 10k 88.75
Penumbra (PEN) 0.2 $887k 3.5k 256.63
Spdr Series Trust Portfolio S&p600 (SPSM) 0.2 $870k 20k 42.60
Duolingo Cl A Com (DUOL) 0.2 $868k 2.1k 410.02
Badger Meter (BMI) 0.2 $859k 3.5k 244.95
Range Resources (RRC) 0.2 $849k 21k 40.67
CommVault Systems (CVLT) 0.2 $832k 4.8k 174.33
Cooper Cos (COO) 0.2 $808k 11k 71.16
Steris Shs Usd (STE) 0.2 $804k 3.3k 240.27
Wells Fargo & Company (WFC) 0.2 $798k 10k 80.12
Pjt Partners Com Cl A (PJT) 0.2 $785k 4.8k 165.01
Coca-Cola Company (KO) 0.2 $785k 11k 70.75
Rambus (RMBS) 0.2 $780k 12k 64.02
Medpace Hldgs (MEDP) 0.2 $779k 2.5k 313.86
Cdw (CDW) 0.2 $762k 4.3k 178.59
UFP Technologies (UFPT) 0.2 $755k 3.1k 244.16
Hawkins (HWKN) 0.2 $732k 5.2k 142.10
Pepsi (PEP) 0.2 $719k 5.4k 132.05
Cactus Cl A (WHD) 0.2 $692k 16k 43.72
Lincoln Electric Holdings (LECO) 0.2 $679k 3.3k 207.32
Pool Corporation (POOL) 0.2 $666k 2.3k 291.52
Maplebear (CART) 0.2 $659k 15k 45.24
Western Alliance Bancorporation (WAL) 0.2 $651k 8.3k 77.98
Clearwater Analytics Hldgs I Cl A (CWAN) 0.2 $638k 29k 21.93
MercadoLibre (MELI) 0.2 $625k 239.00 2613.63
SYSCO Corporation (SYY) 0.1 $623k 8.2k 75.74
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.1 $623k 14k 43.14
C H Robinson Worldwide Com New (CHRW) 0.1 $621k 6.5k 95.96
Intuitive Surgical Com New (ISRG) 0.1 $611k 1.1k 543.41
Ishares Tr Ibonds Dec 29 (IBDU) 0.1 $610k 26k 23.33
Ishares Tr Ibds Dec28 Etf (IBDT) 0.1 $606k 24k 25.42
Ishares Tr Ibonds 27 Etf (Principal) (IBDS) 0.1 $605k 25k 24.27
Ishares Tr Ibonds Dec2026 (Principal) (IBDR) 0.1 $603k 25k 24.25
Ishares Tr Ibonds Dec25 Etf (Principal) (IBDQ) 0.1 $602k 24k 25.18
Avery Dennison Corporation (AVY) 0.1 $599k 3.4k 175.48
Shell Spon Ads (SHEL) 0.1 $597k 8.5k 70.41
Boston Scientific Corporation (BSX) 0.1 $578k 5.4k 107.41
FactSet Research Systems (FDS) 0.1 $570k 1.3k 447.28
Spdr Series Trust Portfolio Ln Tsr (SPTL) 0.1 $569k 21k 26.58
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $568k 1.9k 303.95
Choice Hotels International (CHH) 0.1 $564k 4.4k 126.90
Entegris (ENTG) 0.1 $559k 6.9k 80.65
Sprott Physical Silver Tr Tr Unit (PSLV) 0.1 $557k 46k 12.24
ConocoPhillips (COP) 0.1 $555k 6.2k 89.74
Chevron Corporation (CVX) 0.1 $536k 3.7k 143.20
Terreno Realty Corporation (TRNO) 0.1 $532k 9.5k 56.07
Simply Good Foods (SMPL) 0.1 $522k 17k 31.59
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $516k 2.3k 226.49
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.1 $515k 8.6k 60.05
JPMorgan Chase & Co. (JPM) 0.1 $515k 1.8k 289.91
Mondelez Intl Cl A (MDLZ) 0.1 $514k 7.6k 67.44
Ryan Specialty Holdings Cl A (RYAN) 0.1 $513k 7.5k 67.99
Casey's General Stores (CASY) 0.1 $511k 1.0k 510.27
Charles Schwab Corporation (SCHW) 0.1 $504k 5.5k 91.24
Regeneron Pharmaceuticals (REGN) 0.1 $497k 947.00 525.00
Enbridge (ENB) 0.1 $496k 11k 45.32
Becton, Dickinson and (BDX) 0.1 $492k 2.9k 172.27
Onestream Cl A (OS) 0.1 $491k 17k 28.30
Ncino (NCNO) 0.1 $482k 17k 27.97
Occidental Petroleum Corporation (OXY) 0.1 $472k 11k 42.01
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.1 $471k 7.6k 61.85
Repligen Corporation (RGEN) 0.1 $468k 3.8k 124.38
Duke Energy Corp Com New (DUK) 0.1 $459k 3.9k 118.00
Bank of America Corporation (BAC) 0.1 $458k 9.7k 47.32
Emcor (EME) 0.1 $457k 854.00 534.89
Cme (CME) 0.1 $443k 1.6k 275.62
Servisfirst Bancshares (SFBS) 0.1 $439k 5.7k 77.51
Enerpac Tool Group Corp Cl A Com (EPAC) 0.1 $438k 11k 40.56
Goosehead Ins Com Cl A (GSHD) 0.1 $435k 4.1k 105.51
Hdfc Bank Sponsored Ads (HDB) 0.1 $430k 5.6k 76.67
SEI Investments Company (SEIC) 0.1 $429k 4.8k 89.86
At&t (T) 0.1 $429k 15k 28.94
Union Pacific Corporation (UNP) 0.1 $427k 1.9k 230.08
Novartis Sponsored Adr (NVS) 0.1 $425k 3.5k 121.01
Ishares Tr Core Msci Total (IXUS) 0.1 $422k 5.5k 77.31
Us Bancorp Del Com New (USB) 0.1 $406k 9.0k 45.25
American Express Company (AXP) 0.1 $402k 1.3k 318.98
Spdr Series Trust Portfolio Short (SPSB) 0.1 $399k 13k 30.19
United Parcel Service CL B (UPS) 0.1 $397k 3.9k 100.94
Pfizer (PFE) 0.1 $392k 16k 24.24
Broadcom (AVGO) 0.1 $391k 1.4k 275.65
Agnico (AEM) 0.1 $383k 3.2k 118.93
Appfolio Com Cl A (APPF) 0.1 $374k 1.6k 230.28
Houlihan Lokey Cl A (HLI) 0.1 $374k 2.1k 179.95
Expeditors International of Washington (EXPD) 0.1 $370k 3.2k 114.25
Diageo Spon Adr New (DEO) 0.1 $369k 3.7k 100.84
Comcast Corp Cl A (CMCSA) 0.1 $366k 10k 35.69
Crane Company Common Stock (CR) 0.1 $357k 1.9k 189.89
Monolithic Power Systems (MPWR) 0.1 $356k 486.00 731.38
Descartes Sys Grp (DSGX) 0.1 $350k 3.4k 101.64
Cloudflare Cl A Com (NET) 0.1 $345k 1.8k 195.83
Raymond James Financial (RJF) 0.1 $344k 2.2k 153.37
CVS Caremark Corporation (CVS) 0.1 $342k 5.0k 68.98
Deere & Company (DE) 0.1 $341k 671.00 508.49
Willis Towers Watson SHS (WTW) 0.1 $341k 1.1k 306.50
Yum! Brands (YUM) 0.1 $337k 2.3k 148.18
American Electric Power Company (AEP) 0.1 $334k 3.2k 103.76
Icon SHS (ICLR) 0.1 $333k 2.3k 145.45
ExlService Holdings (EXLS) 0.1 $331k 7.6k 43.79
Simon Property (SPG) 0.1 $330k 2.1k 160.76
Brown & Brown (BRO) 0.1 $330k 3.0k 110.87
Sea Sponsord Ads (SE) 0.1 $325k 2.0k 159.94
Dream Finders Homes Com Cl A (DFH) 0.1 $324k 13k 25.13
Guidewire Software (GWRE) 0.1 $324k 1.4k 235.45
Godaddy Cl A (GDDY) 0.1 $321k 1.8k 180.06
Fastenal Company (FAST) 0.1 $320k 7.6k 42.00
Lockheed Martin Corporation (LMT) 0.1 $314k 677.00 463.14
Sprouts Fmrs Mkt (SFM) 0.1 $313k 1.9k 164.64
Aaon Com Par $0.004 (AAON) 0.1 $309k 4.2k 73.75
Waste Management (WM) 0.1 $306k 1.3k 228.82
Dynatrace Com New (DT) 0.1 $304k 5.5k 55.21
Pure Storage Cl A (PSTG) 0.1 $303k 5.3k 57.58
Dex (DXCM) 0.1 $301k 3.4k 87.29
Fair Isaac Corporation (FICO) 0.1 $298k 163.00 1827.96
Paypal Holdings (PYPL) 0.1 $297k 4.0k 74.33
Nike CL B (NKE) 0.1 $295k 4.2k 71.06
U.S. Physical Therapy (USPH) 0.1 $293k 3.7k 78.20
Costco Wholesale Corporation (COST) 0.1 $291k 294.00 989.94
Encompass Health Corp (EHC) 0.1 $287k 2.3k 122.63
Verona Pharma Sponsored Ads (VRNA) 0.1 $285k 3.0k 94.58
Block Cl A (XYZ) 0.1 $283k 4.2k 67.93
Pinterest Cl A (PINS) 0.1 $283k 7.9k 35.86
Amphenol Corp Cl A (APH) 0.1 $282k 2.9k 98.75
Intuit (INTU) 0.1 $280k 355.00 787.63
Us Foods Hldg Corp call (USFD) 0.1 $277k 3.6k 77.01
Aptar (ATR) 0.1 $271k 1.7k 156.43
Stride (LRN) 0.1 $270k 1.9k 145.19
Garmin SHS (GRMN) 0.1 $269k 1.3k 208.72
Revolve Group Cl A (RVLV) 0.1 $268k 13k 20.05
HEICO Corporation (HEI) 0.1 $268k 816.00 328.00
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.1 $263k 5.2k 50.75
Nu Hldgs Ord Shs Cl A (NU) 0.1 $255k 19k 13.72
Texas Roadhouse (TXRH) 0.1 $248k 1.3k 187.41
Booz Allen Hamilton Hldg Cor Cl A (BAH) 0.1 $248k 2.4k 104.13
General Mills (GIS) 0.1 $246k 4.7k 51.81
Endava Ads (DAVA) 0.1 $243k 16k 15.32
Cava Group Ord (CAVA) 0.1 $243k 2.9k 84.23
Heico Corp Cl A (HEI.A) 0.1 $243k 938.00 258.75
Embraer Sponsored Ads (EMBJ) 0.1 $239k 4.2k 56.91
Illumina (ILMN) 0.1 $235k 2.5k 95.44
Triumph Ban (TFIN) 0.1 $234k 4.3k 55.11
Monday SHS (MNDY) 0.1 $230k 732.00 314.48
Datadog Cl A Com (DDOG) 0.1 $230k 1.7k 134.33
Deckers Outdoor Corporation (DECK) 0.1 $224k 2.2k 103.07
Makemytrip Limited Mauritius SHS (MMYT) 0.1 $224k 2.3k 98.02
UnitedHealth (UNH) 0.1 $221k 709.00 312.13
MarketAxess Holdings (MKTX) 0.1 $210k 941.00 223.36
Spotify Technology S A SHS (SPOT) 0.0 $206k 269.00 767.34
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.0 $206k 333.00 617.85
On Hldg Namen Akt A (ONON) 0.0 $202k 3.9k 52.05
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.0 $202k 15k 13.72
Huntington Bancshares Incorporated (HBAN) 0.0 $193k 12k 16.76
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.0 $168k 11k 15.37
Harmony Gold Mining Sponsored Adr (HMY) 0.0 $152k 11k 13.97
Up Fintech Hldg Sponsored Ads (TIGR) 0.0 $141k 15k 9.65
Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) 0.0 $105k 12k 8.48
Vnet Group Sponsored Ads A (VNET) 0.0 $104k 15k 6.90
Nokia Corp Sponsored Adr (NOK) 0.0 $103k 20k 5.18
Aegon Amer Reg 1 Cert (AEG) 0.0 $87k 12k 7.24
Holley (HLLY) 0.0 $38k 19k 2.00