Top 5 1st Quarter Trades of Alliance Wealth Management Group

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May 11, 2022
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Alliance Wealth Management Group recently filed their 13F report for the first quarter of 2022, which ended on 2022-03-31.

The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.

23 Royal Road Flemington, NJ 08822

As of the latest 13F report, the guru’s equity portfolio contained 74 stocks valued at a total of $307,000,000. The top holdings were SCHX(14.28%), SCHZ(10.46%), and SCHF(5.50%).

According to GuruFocus data, these were Alliance Wealth Management Group’s top five trades of the quarter.

Schwab U.S. Large-Cap ETF


During the quarter, Alliance Wealth Management Group bought 393,703 shares of ARCA:SCHX for a total holding of 814,972. The trade had a 6.9% impact on the equity portfolio. During the quarter, the stock traded for an average price of $52.98.

On 05/11/2022, Schwab U.S. Large-Cap ETF traded for a price of $47.21 per share and a market cap of $28,153,684,000. The stock has returned -6.57% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

In terms of valuation, Schwab U.S. Large-Cap ETF has a price-earnings ratio of 21.47 and a price-book ratio of 4.13.

Schwab U.S. Small-Cap ETF


During the quarter, Alliance Wealth Management Group bought 110,287 shares of ARCA:SCHA for a total holding of 218,530. The trade had a 1.7% impact on the equity portfolio. During the quarter, the stock traded for an average price of $47.15.

On 05/11/2022, Schwab U.S. Small-Cap ETF traded for a price of $40.59 per share and a market cap of $13,287,136,000. The stock has returned -19.80% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

In terms of valuation, Schwab U.S. Small-Cap ETF has a price-earnings ratio of 14.46 and a price-book ratio of 2.19.

Schwab U.S. Broad Market ETF


During the quarter, Alliance Wealth Management Group bought 95,384 shares of ARCA:SCHB for a total holding of 199,037. The trade had a 1.66% impact on the equity portfolio. During the quarter, the stock traded for an average price of $52.53.

On 05/11/2022, Schwab U.S. Broad Market ETF traded for a price of $46.64 per share and a market cap of $19,985,240,000. The stock has returned -7.82% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

In terms of valuation, Schwab U.S. Broad Market ETF has a price-earnings ratio of 20.72 and a price-book ratio of 3.83.

iShares J.P. Morgan USD Emerging Markets Bond ETF


During the quarter, Alliance Wealth Management Group bought 48,839 shares of NAS:EMB for a total holding of 94,145. The trade had a 1.55% impact on the equity portfolio. During the quarter, the stock traded for an average price of $100.17.

On 05/11/2022, iShares J.P. Morgan USD Emerging Markets Bond ETF traded for a price of $89 per share and a market cap of $14,809,600,000. The stock has returned -17.34% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

Invesco Emerging Markets Sovereign Debt ETF


Alliance Wealth Management Group reduced their investment in ARCA:PCY by 188,325 shares. The trade had a 1.54% impact on the equity portfolio. During the quarter, the stock traded for an average price of $23.51.

On 05/11/2022, Invesco Emerging Markets Sovereign Debt ETF traded for a price of $19.87 per share and a market cap of $1,881,689,000. The stock has returned -25.39% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.


Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.

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