Alliance Wealth Advisors, LLC /Ut Portfolio Holdings

Alliance Wealth Advisors, LLC /Ut

  • $380 Billion
  • Q3 2024

Alliance Wealth Advisors, LLC /Ut has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $380 Billion distributed in 234 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jp Morgan ETF Tr Ultra Short I with a value of $14B, Amazon Com Inc with a value of $13.4B, Microsoft Corp with a value of $10.5B, Ishares Barclays 20+ Year Trea with a value of $9.64B, and World Gold Trust with a value of $6.78B.

Examining the 13F form we can see an increase of $39.7B in the current position value, from $341B to 380B.

Alliance Wealth Advisors, LLC /Ut is based out at Bountiful, UT

Below you can find more details about Alliance Wealth Advisors, LLC /Ut portfolio as well as his latest detailed transactions.

Portfolio value $380 Billion
ETFs: $87.4 Billion
Technology: $74.1 Billion
Healthcare: $47.5 Billion
Industrials: $33.5 Billion
Consumer Cyclical: $31.8 Billion
Financial Services: $31.2 Billion
Consumer Defensive: $18.7 Billion
Communication Services: $18.7 Billion
Other: $29.7 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$14 Billion 3.67% of portfolio
275,032
Q3 2024 Added 5.6%
$2.29T
$13.4 Billion 3.53% of portfolio
71,963
Q3 2024 Reduced 5.95%
$3.25T
$10.5 Billion 2.77% of portfolio
24,463
Q3 2024 Reduced 9.64%
$0
$9.64 Billion 2.53% of portfolio
98,286
Q3 2024 New
$7.63B
$6.78 Billion 1.78% of portfolio
130,106
Q3 2024 Added 30.25%
$4.09T
$6.26 Billion 1.64% of portfolio
26,849
Q3 2024 Added 205.55%
$519B
$5.94 Billion 1.56% of portfolio
21,590
Q3 2024 Added 3.47%
$0
$5.81 Billion 1.53% of portfolio
10,078
Q3 2024 Added 10.53%
$1.17T
$5.7 Billion 1.5% of portfolio
34,092
Q3 2024 Reduced 19.6%
$457B
$5.65 Billion 1.49% of portfolio
33,172
Q3 2024 Added 286.08%
$220B
$5.47 Billion 1.44% of portfolio
6,113
Q3 2024 Reduced 1.36%
$504B
$4.96 Billion 1.3% of portfolio
10,036
Q3 2024 Reduced 1.01%
$108B
$4.89 Billion 1.29% of portfolio
54,311
Q3 2024 Added 7.15%
$208B
$4.79 Billion 1.26% of portfolio
9,256
Q3 2024 Added 30.61%
$0
$4.63 Billion 1.22% of portfolio
25,800
Q3 2024 Added 13.88%
$205B
$4.58 Billion 1.2% of portfolio
7,408
Q3 2024 Added 1.76%
$64.4B
$4.34 Billion 1.14% of portfolio
21,626
Q3 2024 Added 4.27%
$16.1B
$4.3 Billion 1.13% of portfolio
8,747
Q3 2024 Added 4.78%
$405B
$4.18 Billion 1.1% of portfolio
5,893
Q3 2024 Added 4.93%
$130B
$4.15 Billion 1.09% of portfolio
51,824
Q3 2024 Added 41.77%
$122B
$4.11 Billion 1.08% of portfolio
14,857
Q3 2024 Added 5.13%
$231B
$4.12 Billion 1.08% of portfolio
11,652
Q3 2024 Reduced 0.44%
$30.3B
$4.07 Billion 1.07% of portfolio
26,101
Q3 2024 Added 4.51%
$0
$4.04 Billion 1.06% of portfolio
41,221
Q3 2024 Added 12.82%
$0
$3.99 Billion 1.05% of portfolio
36,158
Q3 2024 Reduced 40.56%
$200B
$3.99 Billion 1.05% of portfolio
35,019
Q3 2024 Added 3.36%
$192B
$3.8 Billion 1.0% of portfolio
31,912
Q3 2024 Added 6.03%
$215B
$3.67 Billion 0.96% of portfolio
12,045
Q3 2024 Added 6.4%
$0
$3.67 Billion 0.96% of portfolio
39,179
Q3 2024 Reduced 8.71%
$44.7B
$3.6 Billion 0.95% of portfolio
39,494
Q3 2024 Added 3.85%
$0
$3.61 Billion 0.95% of portfolio
31,954
Q3 2024 New
$0
$3.59 Billion 0.94% of portfolio
46,862
Q3 2024 New
$0
$3.55 Billion 0.93% of portfolio
44,168
Q3 2024 Reduced 9.36%
$468B
$3.5 Billion 0.92% of portfolio
5,980
Q3 2024 Added 1.51%
$17.7B
$3.49 Billion 0.92% of portfolio
21,969
Q3 2024 Added 5.77%
$441B
$3.47 Billion 0.91% of portfolio
29,586
Q3 2024 Added 5.73%
$310B
$3.47 Billion 0.91% of portfolio
17,560
Q3 2024 Added 6.06%
$29.8B
$3.46 Billion 0.91% of portfolio
35,932
Q3 2024 Added 5.03%
$172B
$3.47 Billion 0.91% of portfolio
20,385
Q3 2024 Added 8.44%
$0
$3.36 Billion 0.88% of portfolio
57,372
Q3 2024 Added 12.2%
$200B
$3.35 Billion 0.88% of portfolio
15,146
Q3 2024 Added 6.41%
$0
$3.3 Billion 0.87% of portfolio
16,643
Q3 2024 New
$168B
$3.23 Billion 0.85% of portfolio
71,913
Q3 2024 Added 4.49%
$48.4B
$3.14 Billion 0.83% of portfolio
5,385
Q3 2024 Added 53.64%
$77.2B
$3.13 Billion 0.82% of portfolio
16,020
Q3 2024 Reduced 1.38%
$177B
$3.1 Billion 0.82% of portfolio
15,011
Q3 2024 Added 4.29%
-
$3 Billion 0.79% of portfolio
-
Q3 2024 Reduced 43.39%
$53.6B
$2.97 Billion 0.78% of portfolio
23,421
Q3 2024 Reduced 0.77%
$18.3B
$2.94 Billion 0.77% of portfolio
10,134
Q3 2024 Added 5.19%

Summary

  • Portfolio
  • No. of Stocks 234
  • Current Value $380 Billion
  • Prior Value $341 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 20 stocks
  • Additional Purchases 153 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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