Alliance Wealth Management

Alliance Wealth Management Group as of Dec. 31, 2024

Portfolio Holdings for Alliance Wealth Management Group

Alliance Wealth Management Group holds 83 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 14.1 $53M 2.3M 23.18
Schwab Strategic Tr Us Aggregate B (SCHZ) 6.5 $24M 1.1M 22.70
Spdr Ser Tr Blomberg Brc Inv (FLRN) 5.9 $22M 719k 30.73
Ishares Tr Core S&p500 Etf (IVV) 5.9 $22M 37k 588.69
Ishares Tr Iboxx Hi Yd Etf (HYG) 4.2 $16M 202k 78.65
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.2 $16M 841k 18.50
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 3.6 $13M 501k 26.63
Ishares Tr Fltg Rate Nt Etf (FLOT) 3.4 $13M 248k 50.88
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.8 $10M 376k 27.71
Ishares Tr Core Us Aggbd Et (AGG) 2.8 $10M 107k 96.90
Spdr Series Trust Portfolio Lr Etf (SPLG) 2.7 $10M 149k 68.94
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.7 $10M 395k 25.86
Ishares Tr Jpmorgan Usd Emg (EMB) 2.7 $10M 113k 89.04
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 2.6 $9.7M 428k 22.70
Pimco Etf Tr Inv Grd Crp Bd (CORP) 2.5 $9.4M 99k 95.10
Apple (AAPL) 2.1 $8.0M 32k 250.42
Ishares Tr National Mun Etf (MUB) 2.1 $7.8M 73k 106.55
Spdr Series Trust Portfolio Agrgte (SPAB) 2.1 $7.7M 308k 24.99
Ishares Tr Core Msci Eafe (IEFA) 1.8 $6.9M 98k 70.28
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.5 $5.7M 207k 27.32
Ishares Tr Core Msci Emkt (IEMG) 1.5 $5.6M 107k 52.22
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.4 $5.1M 48k 106.84
Invesco Exchng Traded Fd Tr Emrng Mkt Svrg (PCY) 1.3 $4.8M 243k 19.82
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 1.3 $4.7M 110k 42.61
Ishares Tr Core S&p Scp Etf (IJR) 1.2 $4.7M 40k 115.22
Ishares Tr Core S&p Mcp Etf (IJH) 1.2 $4.6M 74k 62.31
Invesco Exchng Traded Fd Tr Fndmntl Hy Crp (PHB) 1.1 $4.3M 237k 18.08
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.0 $3.8M 99k 38.37
Spdr Series Trust Portfolio Intrmd (SPIB) 1.0 $3.7M 112k 32.76
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.9 $3.4M 99k 34.13
Spdr Ser Tr Nuveen Brc Munic (TFI) 0.9 $3.3M 73k 45.62
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.8 $2.8M 102k 27.87
Ishares Tr Rus 1000 Grw Etf (IWF) 0.7 $2.7M 6.8k 401.58
Ishares Tr Core S&p Ttl Stk (ITOT) 0.7 $2.6M 20k 128.62
Microsoft Corporation (MSFT) 0.6 $2.4M 5.6k 421.52
Spdr Series Trust Portfolio Md Etf (SPMD) 0.5 $1.9M 36k 54.69
Spdr Ser Tr Portfolio Sm Etf (SPSM) 0.5 $1.9M 43k 44.92
Spdr Series Trust Portfolio Tl Stk (SPTM) 0.4 $1.4M 19k 71.43
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.3 $1.3M 29k 43.24
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $1.2M 7.0k 175.24
JPMorgan Chase & Co. (JPM) 0.3 $1.2M 5.1k 239.71
Ishares Tr Core Div Grwth (DGRO) 0.3 $1.2M 19k 61.34
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.3 $1.1M 46k 24.06
NVIDIA Corporation (NVDA) 0.3 $1.1M 8.1k 134.29
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $1.1M 2.1k 511.14
Amazon (AMZN) 0.3 $961k 4.4k 219.39
Johnson & Johnson (JNJ) 0.2 $912k 6.3k 144.63
Merck & Co (MRK) 0.2 $908k 9.1k 99.48
Meta Platforms Cl A (META) 0.2 $792k 1.4k 585.51
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $789k 2.7k 289.83
Vanguard Index Fds Growth Etf (VUG) 0.2 $776k 1.9k 410.46
Alphabet Cap Stk Cl C (GOOG) 0.2 $770k 4.0k 190.44
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $632k 24k 26.07
Home Depot (HD) 0.2 $628k 1.6k 388.99
At&t (T) 0.2 $628k 28k 22.77
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $547k 2.8k 195.81
Spdr Tr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $511k 872.00 586.08
Coca-Cola Bottling Co. Consolidated (COKE) 0.1 $491k 7.9k 62.26
International Business Machines (IBM) 0.1 $457k 2.1k 219.81
Colgate-Palmolive Company (CL) 0.1 $453k 5.0k 90.92
Vanguard Index Fds Value Etf (VTV) 0.1 $450k 2.7k 169.30
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $440k 5.4k 81.98
Bank of America Corporation (BAC) 0.1 $436k 9.9k 43.95
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $403k 747.00 539.14
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $373k 2.0k 185.13
Dimensional Etf Trust Us Equity Etf (DFUS) 0.1 $365k 5.7k 63.75
Cisco Systems (CSCO) 0.1 $365k 6.2k 59.20
Chevron Corporation (CVX) 0.1 $348k 2.4k 144.84
Alphabet Cap Stk Cl A (GOOGL) 0.1 $337k 1.8k 189.30
Costco Wholesale Corporation (COST) 0.1 $315k 344.00 916.58
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $299k 2.5k 117.50
Nextera Energy (NEE) 0.1 $294k 4.1k 71.70
Public Service Enterprise (PEG) 0.1 $275k 3.3k 84.49
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $273k 2.2k 126.75
Walt Disney Company (DIS) 0.1 $259k 2.3k 111.34
Oracle Corporation (ORCL) 0.1 $258k 1.5k 166.64
Godaddy Cl A (GDDY) 0.1 $240k 1.2k 197.37
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $232k 633.00 366.06
Procter & Gamble Company (PG) 0.1 $228k 1.4k 167.65
Verizon Communications (VZ) 0.1 $228k 5.7k 39.99
Spdr Ser Tr Portfolio Short (SPSB) 0.1 $215k 7.4k 29.01
Visa Com Cl A (V) 0.1 $210k 665.00 316.04
Netflix (NFLX) 0.1 $205k 230.00 891.32