AW
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Alliance Wealth Advisors, LLC /UT13F | |
| Alliance Wealth Advisors, LLC /UT | |
| Last update 2025-05-13 | 255 Stocks (23 new) |
| Value $383.00 Mil | Turnover 11 % |
Alliance Wealth Advisors, LLC ... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPST | JPMorgan Ultra-Short Income ETF | 300,569 | 15,217.8 | +9.13% | 3.970 | +0.33% | 0.050 | +1.33% | +2.76% | 32,246.2 | ||
AMZN | Amazon.com Inc | 54,966 | 10,457.9 | -3.46% | 2.730 | -0.11% | 0.000 | +26.41% | +4.06% | 2,423,607.1 | Retail - Cyclical | |
TIP | iShares TIPS Bond ETF | 89,133 | 9,901.8 | +55.14% | 2.580 | +0.92% | 0.070 | +1.51% | +4.70% | 13,750.1 | ||
MSFT | Microsoft Corp | 23,277 | 8,738.0 | -1.39% | 2.280 | -0.04% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
IVV | iShares Core S&P 500 ETF | 13,540 | 7,608.3 | +12.44% | 1.990 | +0.22% | 0.000 | +18.87% | +8.94% | 642,209.1 | ||
V | Visa Inc | 21,652 | 7,588.0 | -1.32% | 1.980 | -0.02% | 0.000 | +6.43% | +12.80% | 694,059.1 | Credit Services | |
ORCL | Oracle Corp | 46,357 | 6,481.2 | +8.70% | 1.690 | +0.14% | 0.000 | +84.49% | +46.35% | 679,456.7 | Software | |
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 70,472 | 6,464.4 | -6.60% | 1.690 | -0.12% | 0.010 | +1.05% | +2.34% | 41,778.1 | ||
RSG | Republic Services Inc | 22,459 | 5,438.6 | +1.18% | 1.420 | +0.02% | 0.010 | +1.03% | +21.85% | 76,021.1 | Waste Management | |
IEF | iShares 7-10 Year Treasury Bond ETF | 51,115 | 4,874.9 | +12.34% | 1.270 | +0.14% | 0.010 | +1.32% | +4.35% | 34,844.8 |
Alliance Wealth Advisors, LLC /UT's Historical Top Holdings Breakdowns
Alliance Wealth Advisors, LLC /UT's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IVVB | iShares Large Cap Deep Buffer ETF | 2025-03-31 | New Buy New Buy | +1.11% | 29.27 ($30.6) 31.53 | $31.54 | 3.07% | New holding | 144,618 | 144,618 | |
TIP | iShares TIPS Bond ETF | 2025-03-31 | Add Add | +0.92% | 106.22 ($108.63) 111.09 | $109.65 | 0.94% | Add 55.14% | 89,133 | 31,678 | |
VIG | Vanguard Dividend Appreciation FTF | 2025-03-31 | Sold Out Sold Out | -0.89% | 190.34 ($198.85) 205.23 | $208.32 | 4.76% | Sold Out | 0 | -17,544 | |
TLT | iShares 20+ Year Treasury Bond ETF | 2025-03-31 | New Buy New Buy | +0.83% | 85.29 ($89.02) 92.57 | $86.03 | -3.36% | New holding | 35,123 | 35,123 | |
CWB |
SPDR Bloomberg Convertible Securities ETF
SPDR Bloomberg Convertible Securities ETF
| 2025-03-31 | Sold Out Sold Out | -0.77% | 75.99 ($79) 81.58 | $85.39 | 8.09% | Sold Out | 0 | -38,178 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.64% | 209.68 ($231.67) 247.1 | $214.15 | -7.56% | Reduce -38.56% | 15,926 | -9,995 | |
AON | Aon PLC | 2025-03-31 | Add Add | +0.62% | 348.44 ($383.42) 409.32 | $357.28 | -6.82% | Add 280.05% | 8,095 | 5,965 | |
INDA | iShares MSCI India ETF | 2025-03-31 | Sold Out Sold Out | -0.55% | 47.8 ($50.38) 53.4 | $54.73 | 8.63% | Sold Out | 0 | -40,556 | |
NOW | ServiceNow Inc | 2025-03-31 | Reduce Reduce | -0.52% | 783.83 ($963.73) 1170.39 | $956.43 | -0.76% | Reduce -41.67% | 2,637 | -1,884 | |
SHLD | Global X Defense Tech ETF | 2025-03-31 | Sold Out Sold Out | -0.48% | 37.12 ($42.37) 48.7 | $62.04 | 46.42% | Sold Out | 0 | -49,301 |
Alliance Wealth Advisors, LLC /UT Total Holding History ($B)
Alliance Wealth Advisors, LLC /UT's Asset Allocation
Alliance Wealth Advisors, LLC /UT Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Alliance Wealth Advisors, LLC /UT's Hypothetical Growth since 2025-03-31
Alliance Wealth Advisors, LLC /UT's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Alliance Wealth Advisors, LLC /UT's Holdings Heat Map
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Alliance Wealth Advisors, LLC /UT's Holdings Bubble Chart
Alliance Wealth Advisors, LLC /UT News
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