Alliance Wealth Management Group Buys Schwab US Dividend Equity, Coca-Cola Co, iShares iBoxx $ High Yield Corporate Bond, Sells Schwab U.S. Broad Market, JPMorgan Chase, SPDR Portfolio S&P 1500 Composite Stock Market

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May 14, 2020
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Investment company Alliance Wealth Management Group (Current Portfolio) buys Schwab US Dividend Equity, Coca-Cola Co, iShares iBoxx $ High Yield Corporate Bond, SPDR Index Shares Fund Portfolio Emerging Markets, iShares Core MSCI Emerging Markets, sells Schwab U.S. Broad Market, JPMorgan Chase, SPDR Portfolio S&P 1500 Composite Stock Market, Coca-Cola Consolidated Inc, Restaurant Brands International Inc during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Alliance Wealth Management Group. As of 2020Q1, Alliance Wealth Management Group owns 49 stocks with a total value of $186 million. These are the details of the buys and sells.

For the details of Alliance Wealth Management Group's stock buys and sells, go to https://www.gurufocus.com/guru/alliance+wealth+management+group/current-portfolio/portfolio

These are the top 5 holdings of Alliance Wealth Management Group
  1. Schwab US Aggregate Bond (SCHZ) - 465,493 shares, 13.56% of the total portfolio. Shares added by 5.40%
  2. Schwab U.S. Large-Cap (SCHX) - 403,258 shares, 13.26% of the total portfolio. Shares reduced by 7.06%
  3. SPDR Bloomberg Barclays Investment Grade Floating (FLRN) - 542,191 shares, 8.55% of the total portfolio. Shares reduced by 15.19%
  4. Schwab International Equity (SCHF) - 420,639 shares, 5.83% of the total portfolio. Shares reduced by 9.31%
  5. Invesco Fundamental High Yield Corporate Bond (PHB) - 569,108 shares, 5.06% of the total portfolio. Shares reduced by 3.02%
New Purchase: Coca-Cola Co (KO)

Alliance Wealth Management Group initiated holding in Coca-Cola Co. The purchase prices were between $37.56 and $60.13, with an estimated average price of $54.17. The stock is now traded at around $43.70. The impact to a portfolio due to this purchase was 0.19%. The holding were 7,883 shares as of .

New Purchase: iShares Core MSCI Emerging Markets (IEMG)

Alliance Wealth Management Group initiated holding in iShares Core MSCI Emerging Markets. The purchase prices were between $36.22 and $55.44, with an estimated average price of $49.11. The stock is now traded at around $43.59. The impact to a portfolio due to this purchase was 0.17%. The holding were 7,792 shares as of .

New Purchase: Amazon.com Inc (AMZN)

Alliance Wealth Management Group initiated holding in Amazon.com Inc. The purchase prices were between $1676.61 and $2170.22, with an estimated average price of $1936.38. The stock is now traded at around $2388.85. The impact to a portfolio due to this purchase was 0.14%. The holding were 133 shares as of .

Added: Schwab US Dividend Equity (SCHD)

Alliance Wealth Management Group added to a holding in Schwab US Dividend Equity by 285.06%. The purchase prices were between $39.5 and $59.28, with an estimated average price of $54.29. The stock is now traded at around $49.46. The impact to a portfolio due to this purchase was 1.37%. The holding were 76,639 shares as of .

Added: SPDR Index Shares Fund Portfolio Emerging Markets (SPEM)

Alliance Wealth Management Group added to a holding in SPDR Index Shares Fund Portfolio Emerging Markets by 24.45%. The purchase prices were between $25.76 and $38.65, with an estimated average price of $34.66. The stock is now traded at around $30.53. The impact to a portfolio due to this purchase was 0.18%. The holding were 61,478 shares as of .

Added: iShares iBoxx $ High Yield Corporate Bond (HYG)

Alliance Wealth Management Group added to a holding in iShares iBoxx $ High Yield Corporate Bond by 26.90%. The purchase prices were between $67.97 and $87.18, with an estimated average price of $83.3. The stock is now traded at around $78.60. The impact to a portfolio due to this purchase was 0.18%. The holding were 20,414 shares as of .

Added: iShares Core MSCI EAFE (IEFA)

Alliance Wealth Management Group added to a holding in iShares Core MSCI EAFE by 39.20%. The purchase prices were between $43.31 and $66.12, with an estimated average price of $59.51. The stock is now traded at around $51.64. The impact to a portfolio due to this purchase was 0.11%. The holding were 14,783 shares as of .

Added: Berkshire Hathaway Inc (BRK.B)

Alliance Wealth Management Group added to a holding in Berkshire Hathaway Inc by 58.54%. The purchase prices were between $162.13 and $230.2, with an estimated average price of $213.25. The stock is now traded at around $170.93. The impact to a portfolio due to this purchase was 0.07%. The holding were 1,847 shares as of .

Sold Out: Coca-Cola Consolidated Inc (COKE)

Alliance Wealth Management Group sold out a holding in Coca-Cola Consolidated Inc. The sale prices were between $192.57 and $287.5, with an estimated average price of $250.7.

Sold Out: Restaurant Brands International Inc (QSR)

Alliance Wealth Management Group sold out a holding in Restaurant Brands International Inc. The sale prices were between $28.25 and $67.24, with an estimated average price of $56.99.

Sold Out: Bank of America Corp (BAC)

Alliance Wealth Management Group sold out a holding in Bank of America Corp. The sale prices were between $18.08 and $35.64, with an estimated average price of $30.21.

Sold Out: iShares Core S&P Small-Cap (IJR)

Alliance Wealth Management Group sold out a holding in iShares Core S&P Small-Cap. The sale prices were between $48.88 and $85.12, with an estimated average price of $74.15.

Sold Out: The Home Depot Inc (HD)

Alliance Wealth Management Group sold out a holding in The Home Depot Inc. The sale prices were between $152.15 and $247.02, with an estimated average price of $220.09.

Sold Out: 3M Co (MMM)

Alliance Wealth Management Group sold out a holding in 3M Co. The sale prices were between $117.87 and $181.37, with an estimated average price of $158.06.



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