1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
insider
insider
Articles 

Alliance Wealth Management Group Buys Schwab U.S. Large-Cap, Schwab US Aggregate Bond, Schwab International Equity

Investment company Alliance Wealth Management Group buys Schwab U.S. Large-Cap, Schwab US Aggregate Bond, Schwab International Equity, PowerShares High Yield Corporate Bond Portfolio, Schwab Intermediate-Term U.S. Treasury, SPDR Nuveen Bloomberg Barclays Municipal Bond, Schwab U.S. Mid Cap, iShares Core S&P 500, Schwab Emerging Markets Equity, Schwab US Dividend Equity during the 3-months ended 2017-09-30, according to the most recent filings of the investment company, Alliance Wealth Management Group. As of 2017-09-30, Alliance Wealth Management Group owns 77 stocks with a total value of $347 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 http://www.gurufocus.com/StockBuy.php?GuruName=Alliance+Wealth+Management+Group

These are the top 5 holdings of Alliance Wealth Management Group
  1. Schwab U.S. Large-Cap (SCHX) - 824,704 shares, 14.29% of the total portfolio. Shares added by 110.56%
  2. Schwab US Aggregate Bond (SCHZ) - 767,178 shares, 11.59% of the total portfolio. Shares added by 112.11%
  3. Schwab International Equity (SCHF) - 820,195 shares, 7.92% of the total portfolio. Shares added by 109.05%
  4. PowerShares High Yield Corporate Bond Portfolio (PHB) - 1,058,521 shares, 5.82% of the total portfolio. Shares added by 134.05%
  5. Schwab Intermediate-Term U.S. Treasury (SCHR) - 329,247 shares, 5.12% of the total portfolio. Shares added by 135.41%
New Purchase: iShares Intermediate Government/Credit Bond (GVI)

Alliance Wealth Management Group initiated holdings in iShares Intermediate Government/Credit Bond. The purchase prices were between $110.35 and $111.7, with an estimated average price of $111.06. The stock is now traded at around $111.22. The impact to the portfolio due to this purchase was 1.61%. The holdings were 50,392 shares as of 2017-09-30.

New Purchase: Facebook Inc (FB)

Alliance Wealth Management Group initiated holdings in Facebook Inc. The purchase prices were between $148.43 and $173.51, with an estimated average price of $166.52. The stock is now traded at around $179.56. The impact to the portfolio due to this purchase was 0.12%. The holdings were 2,400 shares as of 2017-09-30.

New Purchase: Celgene Corp (CELG)

Alliance Wealth Management Group initiated holdings in Celgene Corp. The purchase prices were between $127.43 and $144.94, with an estimated average price of $135.96. The stock is now traded at around $101.65. The impact to the portfolio due to this purchase was 0.1%. The holdings were 2,474 shares as of 2017-09-30.

New Purchase: Boeing Co (BA)

Alliance Wealth Management Group initiated holdings in Boeing Co. The purchase prices were between $198.59 and $256.45, with an estimated average price of $232.68. The stock is now traded at around $265.57. The impact to the portfolio due to this purchase was 0.1%. The holdings were 1,404 shares as of 2017-09-30.

New Purchase: Vanguard FTSEEuropean (VGK)

Alliance Wealth Management Group initiated holdings in Vanguard FTSEEuropean. The purchase prices were between $54.93 and $58.43, with an estimated average price of $56.72. The stock is now traded at around $58.20. The impact to the portfolio due to this purchase was 0.1%. The holdings were 5,678 shares as of 2017-09-30.

New Purchase: Microsoft Corp (MSFT)

Alliance Wealth Management Group initiated holdings in Microsoft Corp. The purchase prices were between $68.17 and $75.44, with an estimated average price of $72.96. The stock is now traded at around $84.56. The impact to the portfolio due to this purchase was 0.1%. The holdings were 4,746 shares as of 2017-09-30.

Added: Schwab U.S. Large-Cap (SCHX)

Alliance Wealth Management Group added to the holdings in Schwab U.S. Large-Cap by 110.56%. The purchase prices were between $57.46 and $60.04, with an estimated average price of $58.88. The stock is now traded at around $61.91. The impact to the portfolio due to this purchase was 7.5%. The holdings were 824,704 shares as of 2017-09-30.

Added: Schwab US Aggregate Bond (SCHZ)

Alliance Wealth Management Group added to the holdings in Schwab US Aggregate Bond by 112.11%. The purchase prices were between $51.97 and $52.79, with an estimated average price of $52.41. The stock is now traded at around $52.28. The impact to the portfolio due to this purchase was 6.13%. The holdings were 767,178 shares as of 2017-09-30.

Added: Schwab International Equity (SCHF)

Alliance Wealth Management Group added to the holdings in Schwab International Equity by 109.05%. The purchase prices were between $31.58 and $33.47, with an estimated average price of $32.61. The stock is now traded at around $34.29. The impact to the portfolio due to this purchase was 4.13%. The holdings were 820,195 shares as of 2017-09-30.

Added: PowerShares High Yield Corporate Bond Portfolio (PHB)

Alliance Wealth Management Group added to the holdings in PowerShares High Yield Corporate Bond Portfolio by 134.05%. The purchase prices were between $18.83 and $19.08, with an estimated average price of $19. The stock is now traded at around $18.93. The impact to the portfolio due to this purchase was 3.33%. The holdings were 1,058,521 shares as of 2017-09-30.

Added: Schwab Intermediate-Term U.S. Treasury (SCHR)

Alliance Wealth Management Group added to the holdings in Schwab Intermediate-Term U.S. Treasury by 135.41%. The purchase prices were between $53.68 and $54.63, with an estimated average price of $54.15. The stock is now traded at around $53.78. The impact to the portfolio due to this purchase was 2.95%. The holdings were 329,247 shares as of 2017-09-30.

Added: SPDR Nuveen Bloomberg Barclays Municipal Bond (TFI)

Alliance Wealth Management Group added to the holdings in SPDR Nuveen Bloomberg Barclays Municipal Bond by 188.57%. The purchase prices were between $48.52 and $49.42, with an estimated average price of $49.05. The stock is now traded at around $49.24. The impact to the portfolio due to this purchase was 2.57%. The holdings were 278,111 shares as of 2017-09-30.



Here is the complete portfolio of Alliance Wealth Management Group. Also check out:

1. Alliance Wealth Management Group's Undervalued Stocks
2. Alliance Wealth Management Group's Top Growth Companies, and
3. Alliance Wealth Management Group's High Yield stocks
4. Stocks that Alliance Wealth Management Group keeps buying

Rating: 0.0/5 (0 votes)

Comments

Please leave your comment:


Performances of the stocks mentioned by insider


User Generated Screeners


pbarker46sudden price rise
pbarker46sudden price drop
pbarker46some dividend ideas
flyflipperKW FCF
marshall.rainbowLike Apple
DariusGrowth & Value 13NOV18
antonakosEarnings Power Value
cspunarLikely Spu Bond Prices
ScottMOS 25-50/<$100/share
samhowFCF Machines
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)

GF Chat

{{numOfNotice}}
FEEDBACK