Alliance Wealth Advisors, LLC /Ut Portfolio Holdings

Alliance Wealth Advisors, LLC /Ut

  • $416 Billion
  • Q2 2025

Alliance Wealth Advisors, LLC /Ut has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $416 Billion distributed in 270 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $27.1B, Microsoft Corp with a value of $11.6B, Amalgamated Financial Corp with a value of $10.2B, Oracle Corp with a value of $9.46B, and Ishares Barclays 1 3 Year Trea with a value of $7.62B.

Examining the 13F form we can see an increase of $33B in the current position value, from $383B to 416B.

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 $416 Billion
ETFs: $98.4 Billion
Technology: $83.5 Billion
Healthcare: $44.6 Billion
Financial Services: $39.5 Billion
Industrials: $35.1 Billion
Communication Services: $25 Billion
Consumer Cyclical: $21.1 Billion
Consumer Defensive: $19 Billion
Other: $30.8 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.86T
$11.6 Billion 2.79% of portfolio
23,383
Q2 2025 Added 0.46%
$758B
$9.46 Billion 2.27% of portfolio
43,281
Q2 2025 Reduced 6.64%
$558B
$7.39 Billion 1.78% of portfolio
20,811
Q2 2025 Reduced 3.88%
$534B
$5.99 Billion 1.44% of portfolio
4,476
Q2 2025 Added 7.08%
$155B
$5.85 Billion 1.41% of portfolio
19,588
Q2 2025 Added 96.12%
$465B
$5.73 Billion 1.38% of portfolio
36,273
Q2 2025 Added 26.76%
$177B
$5.2 Billion 1.25% of portfolio
45,041
Q2 2025 Reduced 4.66%
$27.5B
$4.74 Billion 1.14% of portfolio
27,376
Q2 2025 Added 2.43%
$122B
$4.7 Billion 1.13% of portfolio
15,225
Q2 2025 Added 2.55%
$72.5B
$4.66 Billion 1.12% of portfolio
18,880
Q2 2025 Reduced 15.94%
$543B
$4.33 Billion 1.04% of portfolio
7,700
Q2 2025 Reduced 8.53%
$177B
$4.27 Billion 1.03% of portfolio
20,551
Q2 2025 Added 33.97%
$127B
$4.26 Billion 1.02% of portfolio
48,821
Q2 2025 Reduced 2.61%
$253B
$4.24 Billion 1.02% of portfolio
14,376
Q2 2025 Added 2.81%
$1.48T
$4.13 Billion 0.99% of portfolio
23,304
Q2 2025 Reduced 1.77%
$13.4B
$4.11 Billion 0.99% of portfolio
9,317
Q2 2025 Added 2.69%
$36.1B
$3.94 Billion 0.95% of portfolio
37,787
Q2 2025 Added 2.21%
$187B
$3.81 Billion 0.92% of portfolio
23,922
Q2 2025 Added 4.28%
$725B
$3.73 Billion 0.9% of portfolio
4,783
Q2 2025 Reduced 5.81%
$185B
$3.71 Billion 0.89% of portfolio
85,764
Q2 2025 Added 2.54%
$224B
$3.68 Billion 0.88% of portfolio
12,597
Q2 2025 Added 2.55%
$235B
$3.58 Billion 0.86% of portfolio
26,311
Q2 2025 Reduced 9.44%
$409B
$3.59 Billion 0.86% of portfolio
19,341
Q2 2025 Added 4.12%
$1.65T
$3.53 Billion 0.85% of portfolio
4,780
Q2 2025 Added 33.59%
$1.45T
$3.49 Billion 0.84% of portfolio
19,808
Q2 2025 Added 13.82%
$16.1B
$3.47 Billion 0.83% of portfolio
23,440
Q2 2025 Added 2.69%
$32.6B
$3.42 Billion 0.82% of portfolio
41,916
Q2 2025 Added 3.24%
$18.4B
$3.38 Billion 0.81% of portfolio
10,874
Q2 2025 Added 3.01%
$470B
$3.37 Billion 0.81% of portfolio
31,238
Q2 2025 Added 3.0%
$139B
$3.26 Billion 0.78% of portfolio
29,391
Q2 2025 Added 2.46%
$97.1B
$3.22 Billion 0.77% of portfolio
35,118
Q2 2025 Added 41.51%
$68.5B
$3.22 Billion 0.77% of portfolio
20,618
Q2 2025 Reduced 9.91%
$60.5B
$3.13 Billion 0.75% of portfolio
11,091
Q2 2025 Added 12.81%
$164B
$3.12 Billion 0.75% of portfolio
8,055
Q2 2025 Added 1.35%
$186B
$2.97 Billion 0.71% of portfolio
2,888
Q2 2025 Added 9.52%
$16.8B
$2.86 Billion 0.69% of portfolio
37,772
Q2 2025 Added 35.69%
$209B
$2.85 Billion 0.68% of portfolio
22,990
Q2 2025 Added 3.9%
$25.3B
$2.82 Billion 0.68% of portfolio
20,282
Q2 2025 Added 2.05%
$73.8B
$2.65 Billion 0.64% of portfolio
7,427
Q2 2025 Reduced 8.25%
$1.4T
$2.6 Billion 0.62% of portfolio
8,171
Q2 2025 Added 32.41%
$190B
$2.56 Billion 0.62% of portfolio
6,317
Q2 2025 Reduced 5.81%
$45.4B
$2.45 Billion 0.59% of portfolio
4,255
Q2 2025 Reduced 8.51%
$48.5B
$2.33 Billion 0.56% of portfolio
17,577
Q2 2025 Reduced 10.06%
$48.4B
$2.28 Billion 0.55% of portfolio
9,502
Q2 2025 Reduced 6.22%
$213B
$2.19 Billion 0.53% of portfolio
27,623
Q2 2025 Added 4.27%
$21.1B
$2.22 Billion 0.53% of portfolio
122,153
Q2 2025 Added 0.05%
$20.8B
$2.15 Billion 0.52% of portfolio
4,398
Q2 2025 Reduced 2.38%
$37.5B
$2.17 Billion 0.52% of portfolio
37,742
Q2 2025 Added 2.24%
$42B
$2.14 Billion 0.51% of portfolio
16,594
Q2 2025 Added 2.65%

Summary

  • Portfolio
  • No. of Stocks 270
  • Current Value $416 Billion
  • Prior Value $383 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 37 stocks
  • Additional Purchases 163 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 69 stocks
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