Alliance Wealth Management

Alliance Wealth Management Group as of March 31, 2025

Portfolio Holdings for Alliance Wealth Management Group

Alliance Wealth Management Group holds 83 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
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 13.1 $49M 2.2M 22.08
Schwab Strategic Tr Us Aggregate B (SCHZ) 6.8 $25M 1.1M 23.16
Ishares Tr Core S&p500 Etf (IVV) 5.8 $21M 38k 561.90
Spdr Ser Tr Blomberg Brc Inv (FLRN) 5.6 $21M 669k 30.82
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.5 $17M 852k 19.78
Ishares Tr Iboxx Hi Yd Etf (HYG) 4.3 $16M 205k 78.89
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 4.0 $15M 533k 27.57
Ishares Tr Fltg Rate Nt Etf (FLOT) 3.3 $12M 241k 51.05
Ishares Tr Core Us Aggbd Et (AGG) 3.1 $11M 115k 98.92
Ishares Tr Jpmorgan Usd Emg (EMB) 2.9 $11M 117k 90.59
Pimco Etf Tr Inv Grd Crp Bd (CORP) 2.8 $11M 108k 96.77
Spdr Series Trust Portfolio Lr Etf (SPLG) 2.6 $9.6M 146k 65.76
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.6 $9.5M 364k 26.20
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.4 $9.0M 382k 23.43
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 2.4 $8.9M 412k 21.53
Spdr Series Trust Portfolio Agrgte (SPAB) 2.2 $8.1M 317k 25.54
Ishares Tr Core Msci Eafe (IEFA) 2.1 $7.9M 105k 75.65
Ishares Tr National Mun Etf (MUB) 2.1 $7.7M 73k 105.44
Apple (AAPL) 1.8 $6.7M 30k 222.13
Ishares Tr Core Msci Emkt (IEMG) 1.8 $6.6M 122k 53.97
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.7 $6.1M 56k 108.69
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.6 $5.8M 208k 27.96
Invesco Exchng Traded Fd Tr Emrng Mkt Svrg (PCY) 1.4 $5.2M 257k 20.17
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 1.3 $4.7M 111k 42.52
Ishares Tr Core S&p Mcp Etf (IJH) 1.2 $4.5M 77k 58.35
Ishares Tr Core S&p Scp Etf (IJR) 1.2 $4.4M 43k 104.57
Invesco Exchng Traded Fd Tr Fndmntl Hy Crp (PHB) 1.1 $4.2M 232k 18.06
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.1 $4.1M 105k 39.37
Spdr Series Trust Portfolio Intrmd (SPIB) 1.1 $4.0M 122k 33.24
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.0 $3.7M 101k 36.41
Spdr Ser Tr Nuveen Brc Munic (TFI) 0.9 $3.2M 70k 45.07
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.7 $2.6M 102k 25.04
Ishares Tr Core S&p Ttl Stk (ITOT) 0.7 $2.5M 21k 122.01
Ishares Tr Rus 1000 Grw Etf (IWF) 0.7 $2.4M 6.8k 361.09
Microsoft Corporation (MSFT) 0.6 $2.1M 5.6k 375.42
Spdr Series Trust Portfolio Md Etf (SPMD) 0.5 $1.8M 35k 51.18
Spdr Ser Tr Portfolio Sm Etf (SPSM) 0.5 $1.7M 43k 40.76
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.4 $1.3M 30k 44.26
Ishares Tr Core Div Grwth (DGRO) 0.3 $1.3M 21k 61.78
Spdr Series Trust Portfolio Tl Stk (SPTM) 0.3 $1.2M 18k 68.01
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $1.2M 7.0k 173.24
JPMorgan Chase & Co. (JPM) 0.3 $1.2M 4.7k 245.30
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.3 $1.1M 46k 24.34
Johnson & Johnson (JNJ) 0.3 $1.0M 6.3k 165.84
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $826k 1.8k 468.82
Merck & Co (MRK) 0.2 $819k 9.1k 89.76
Amazon (AMZN) 0.2 $793k 4.2k 190.26
At&t (T) 0.2 $781k 28k 28.28
NVIDIA Corporation (NVDA) 0.2 $763k 7.0k 108.38
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $741k 2.7k 274.86
Meta Platforms Cl A (META) 0.2 $737k 1.3k 576.36
Vanguard Index Fds Growth Etf (VUG) 0.2 $701k 1.9k 370.84
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $644k 24k 26.58
Alphabet Cap Stk Cl C (GOOG) 0.2 $599k 3.8k 156.23
Home Depot (HD) 0.2 $592k 1.6k 366.49
Coca-Cola Bottling Co. Consolidated (COKE) 0.2 $565k 7.9k 71.62
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $519k 2.7k 193.97
International Business Machines (IBM) 0.1 $517k 2.1k 248.65
Spdr Tr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $488k 872.00 559.39
Vanguard Index Fds Value Etf (VTV) 0.1 $459k 2.7k 172.74
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $458k 5.5k 82.72
Colgate-Palmolive Company (CL) 0.1 $447k 4.8k 93.70
Bank of America Corporation (BAC) 0.1 $410k 9.8k 41.73
Chevron Corporation (CVX) 0.1 $402k 2.4k 167.29
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $385k 750.00 513.71
Cisco Systems (CSCO) 0.1 $380k 6.2k 61.71
Dimensional Etf Trust Us Equity Etf (DFUS) 0.1 $346k 5.7k 60.48
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $346k 1.8k 188.16
Costco Wholesale Corporation (COST) 0.1 $326k 344.00 946.42
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $295k 2.5k 115.93
Nextera Energy (NEE) 0.1 $292k 4.1k 70.90
Alphabet Cap Stk Cl A (GOOGL) 0.1 $275k 1.8k 154.64
Public Service Enterprise (PEG) 0.1 $268k 3.3k 82.30
Verizon Communications (VZ) 0.1 $259k 5.7k 45.36
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $253k 2.2k 117.49
Visa Com Cl A (V) 0.1 $233k 665.00 350.46
Walt Disney Company (DIS) 0.1 $226k 2.3k 98.69
Procter & Gamble Company (PG) 0.1 $223k 1.3k 170.42
Oracle Corporation (ORCL) 0.1 $216k 1.5k 139.81
Spdr Ser Tr Portfolio Short (SPSB) 0.1 $215k 7.4k 29.24
Netflix (NFLX) 0.1 $215k 230.00 932.53
Philip Morris International (PM) 0.1 $206k 3.4k 60.02
Bank of New York Mellon Corporation (BK) 0.1 $201k 2.4k 83.87