AW

Alliance Wealth Advisors, LLC

13F
Alliance Wealth Advisors, LLC
Last update 2025-07-17 146 Stocks (11 new)
Value $196.00 Mil Turnover 6 %
Countries:
Top Holdings: UITB(12.28%)DGRO(11.87%)QQQ(5.89%)AVUV(4.64%)VTV(4.61%)
Summary Stock Picks Current Portfolio
Alliance Wealth Advisors, LLC Top Holdings of 2025-06-30 View Full List
Ticker
UITB
DGRO
QQQ
PLTR CALL
AVUV
VTV
VO
MSFT
GLD
IJH
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
UITB
VICTORY PTF II
510,335
24,021.5
+1.83%
12.280
+0.22%
1.020
+1.36%
+3.47%
2,324.8
 
DGRO
iShares Core Dividend Growth ETF
363,065
23,214.4
+3.58%
11.870
+0.41%
0.070
+11.81%
+6.66%
32,435.0
 
QQQ
INVESCO QQQ Trust
20,883
11,519.9
+5.13%
5.890
+0.29%
0.000
+26.52%
+10.07%
357,775.2
 
PLTR CALL
Palantir Technologies Inc
140,000
9,179.6
0%
4.690
0%
0.010
+63.70%
+102.99%
362,293.8
Software
AVUV
Avantis U.S. Small Cap Value ETF
99,718
9,084.3
+5.77%
4.640
+0.25%
0.060
+17.12%
-2.02%
16,539.2
 
VTV
Vanguard Value ETF
51,008
9,015.1
+6.24%
4.610
+0.27%
0.010
+10.43%
+6.13%
132,881.1
 
VO
Vanguard Mid-Cap ETF
27,307
7,641.2
+95.71%
3.910
+1.91%
0.010
+16.32%
+8.70%
80,548.8
 
MSFT
Microsoft Corp
9,529
4,739.8
-1.86%
2.420
-0.04%
0.000
+38.94%
+21.47%
3,790,969.0
Software
GLD
SPDR Gold Shares ETF
14,353
4,375.2
-0.42%
2.240
-0.01%
0.000
+0.74%
+27.37%
101,985.4
 
IJH
iShares Core S&P Mid-Cap ETF
68,804
4,267.2
-42.82%
2.180
-1.70%
0.000
+16.06%
+2.45%
97,230.9
 

Alliance Wealth Advisors, LLC's Historical Top Holdings Breakdowns

Alliance Wealth Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VO
Vanguard Mid-Cap ETF
2025-06-30
Add
Add
+1.91%
●
228.54 ($262.5) 279.83
$284.74
8.47%
Add 95.71%
27,307
13,354
IJH
iShares Core S&P Mid-Cap ETF
2025-06-30
Reduce
Reduce
-1.70%
●
51.16 ($58.7) 62.02
$63.46
8.11%
Reduce -42.82%
68,804
-51,527
DGRO
iShares Core Dividend Growth ETF
2025-06-30
Add
Add
+0.41%
●
55.22 ($60.99) 63.94
$64.76
6.18%
Add 3.58%
363,065
12,539
QQQ
INVESCO QQQ Trust
2025-06-30
Add
Add
+0.29%
●
416.06 ($496.89) 551.64
$561.26
12.95%
Add 5.13%
20,883
1,019
VOO
Vanguard S&P 500 ETF
2025-06-30
New Buy
New Buy
+0.29%
●
456.74 ($525.37) 568.03
$576.92
9.81%
New holding
1,006
1,006
VTV
Vanguard Value ETF
2025-06-30
Add
Add
+0.27%
●
153.67 ($168.97) 176.74
$177.66
5.14%
Add 6.24%
51,008
2,995
AVGO
Broadcom Inc
2025-06-30
Add
Add
+0.26%
●
146.29 ($216.36) 275.65
$283.34
30.96%
Add 134.1%
3,158
1,809
AVUV
Avantis U.S. Small Cap Value ETF
2025-06-30
Add
Add
+0.25%
●
75.17 ($86.2) 91.21
$93.77
8.78%
Add 5.77%
99,718
5,440
UITB
VICTORY PTF II
2025-06-30
Add
Add
+0.22%
●
45.95 ($46.52) 47.33
$46.55
0.05%
Add 1.83%
510,335
9,190
SHEL
Shell PLC
2025-06-30
Sold Out
Sold Out
-0.18%
●
59.75 ($67.13) 73.28
$70.28
4.69%
Sold Out
0
-4,295

Alliance Wealth Advisors, LLC Total Holding History ($B)

To

Alliance Wealth Advisors, LLC's Asset Allocation

To

Alliance Wealth Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Alliance Wealth Advisors, LLC's Hypothetical Growth since 2025-06-30

Alliance Wealth Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Alliance Wealth Advisors, LLC's Holdings Heat Map

Size field:

Alliance Wealth Advisors, LLC's Holdings Bubble Chart

Alliance Wealth Advisors, LLC News

  • 1

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