Alliance Wealth Advisors, LLC /Ut Portfolio Holdings

Alliance Wealth Advisors, LLC /Ut

  • $388 Billion
  • Q4 2024

Alliance Wealth Advisors, LLC /Ut has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $388 Billion distributed in 257 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 $13.9B, Amazon Com Inc with a value of $12.5B, Microsoft Corp with a value of $9.95B, Ishares Core S&P 500 ETF with a value of $7.09B, and Oracle Corp with a value of $7.11B.

Examining the 13F form we can see an increase of $7.21B in the current position value, from $380B to 388B.

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 $388 Billion
ETFs: $87.1 Billion
Technology: $76 Billion
Healthcare: $43.7 Billion
Financial Services: $36.4 Billion
Industrials: $34.8 Billion
Consumer Cyclical: $32 Billion
Communication Services: $22.6 Billion
Consumer Defensive: $19.8 Billion
Other: $30.3 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.96T
$12.5 Billion 3.22% of portfolio
56,938
Q4 2024 Reduced 20.88%
$2.86T
$9.95 Billion 2.57% of portfolio
23,604
Q4 2024 Reduced 3.51%
$403B
$7.11 Billion 1.83% of portfolio
42,647
Q4 2024 Added 28.56%
$547B
$6.93 Billion 1.79% of portfolio
21,942
Q4 2024 Added 1.63%
$3.42T
$6.49 Billion 1.67% of portfolio
25,921
Q4 2024 Reduced 3.46%
$990B
$6.35 Billion 1.64% of portfolio
33,368
Q4 2024 Reduced 2.12%
$414B
$5.48 Billion 1.41% of portfolio
6,149
Q4 2024 Added 4.34%
$112B
$5.41 Billion 1.4% of portfolio
50,867
Q4 2024 Reduced 1.85%
$506B
$4.86 Billion 1.25% of portfolio
9,224
Q4 2024 Reduced 8.09%
$168B
$4.79 Billion 1.24% of portfolio
4,521
Q4 2024 Reduced 26.04%
$24.8B
$4.69 Billion 1.21% of portfolio
26,490
Q4 2024 Added 1.49%
$73.9B
$4.47 Billion 1.15% of portfolio
22,197
Q4 2024 Added 2.64%
$123B
$4.35 Billion 1.12% of portfolio
54,456
Q4 2024 Added 0.27%
$123B
$4.31 Billion 1.11% of portfolio
14,728
Q4 2024 Reduced 0.87%
$16.9B
$4.24 Billion 1.1% of portfolio
8,956
Q4 2024 Added 2.39%
$358B
$4.17 Billion 1.08% of portfolio
10,719
Q4 2024 Reduced 1.22%
$182B
$3.84 Billion 0.99% of portfolio
8,637
Q4 2024 Reduced 6.69%
$204B
$3.79 Billion 0.98% of portfolio
10,781
Q4 2024 Reduced 7.48%
$204B
$3.71 Billion 0.96% of portfolio
7,137
Q4 2024 Reduced 3.66%
$221B
$3.62 Billion 0.93% of portfolio
31,994
Q4 2024 Reduced 8.64%
$223B
$3.62 Billion 0.93% of portfolio
12,476
Q4 2024 Added 3.58%
$17.5B
$3.53 Billion 0.91% of portfolio
10,394
Q4 2024 Added 2.57%
$34B
$3.47 Billion 0.9% of portfolio
36,948
Q4 2024 Added 2.83%
$18.7B
$3.48 Billion 0.9% of portfolio
22,531
Q4 2024 Added 2.56%
$221B
$3.39 Billion 0.88% of portfolio
15,427
Q4 2024 Added 1.86%
$176B
$3.37 Billion 0.87% of portfolio
21,944
Q4 2024 Added 7.65%
$378B
$3.21 Billion 0.83% of portfolio
18,040
Q4 2024 Added 2.73%
$77B
$3.21 Billion 0.83% of portfolio
19,720
Q4 2024 Added 23.1%
$474B
$3.23 Billion 0.83% of portfolio
30,010
Q4 2024 Added 1.43%
$45.5B
$3.03 Billion 0.78% of portfolio
5,044
Q4 2024 Reduced 6.33%
$288B
$2.97 Billion 0.77% of portfolio
22,095
Q4 2024 Added 71.93%
$186B
$2.97 Billion 0.77% of portfolio
74,302
Q4 2024 Added 3.32%
$782B
$2.97 Billion 0.77% of portfolio
3,850
Q4 2024 Added 205.07%
$960B
$2.93 Billion 0.75% of portfolio
15,455
Q4 2024 Added 17.11%
$177B
$2.85 Billion 0.74% of portfolio
15,219
Q4 2024 Added 1.39%
$64.7B
$2.82 Billion 0.73% of portfolio
9,739
Q4 2024 Reduced 0.07%
$49.7B
$2.83 Billion 0.73% of portfolio
21,535
Q4 2024 Reduced 8.05%
$50.6B
$2.79 Billion 0.72% of portfolio
10,799
Q4 2024 Reduced 3.6%
$138B
$2.68 Billion 0.69% of portfolio
29,019
Q4 2024 Reduced 0.47%
$183B
$2.67 Billion 0.69% of portfolio
31,005
Q4 2024 Reduced 2.84%
$240B
$2.63 Billion 0.68% of portfolio
26,443
Q4 2024 Added 5.99%
$24.9B
$2.51 Billion 0.65% of portfolio
14,830
Q4 2024 Added 3.02%
$26.3B
$2.47 Billion 0.64% of portfolio
19,813
Q4 2024 Added 0.82%
$181B
$2.22 Billion 0.57% of portfolio
19,901
Q4 2024 Added 15.42%
$195B
$2.17 Billion 0.56% of portfolio
18,780
Q4 2024 Added 1.35%
$20.4B
$2.12 Billion 0.55% of portfolio
27,770
Q4 2024 Added 2.55%
$47.1B
$2.12 Billion 0.55% of portfolio
16,180
Q4 2024 Added 1.02%
$471B
$1.98 Billion 0.51% of portfolio
3,920
Q4 2024 Reduced 34.45%
$35.2B
$1.96 Billion 0.51% of portfolio
36,668
Q4 2024 Added 2.14%

Summary

  • Portfolio
  • No. of Stocks 257
  • Current Value $388 Billion
  • Prior Value $380 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 37 stocks
  • Additional Purchases 124 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 95 stocks
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