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
$28B
$1.95 Billion 0.47% of portfolio
3,643
Q2 2025 Added 0.05%
$8.53B
$1.91 Billion 0.46% of portfolio
14,472
Q2 2025 Reduced 0.99%
$644B
$1.82 Billion 0.44% of portfolio
3,756
Q2 2025 Added 2.62%
$19.4B
$1.83 Billion 0.44% of portfolio
4,504
Q2 2025 Reduced 8.36%
$126B
$1.74 Billion 0.42% of portfolio
25,221
Q2 2025 Reduced 5.02%
$129B
$1.72 Billion 0.41% of portfolio
8,229
Q2 2025 Added 31.56%
$53.6B
$1.67 Billion 0.4% of portfolio
3,115
Q2 2025 New
$464B
$1.6 Billion 0.38% of portfolio
10,489
Q2 2025 Added 3.33%
$158B
$1.55 Billion 0.37% of portfolio
25,299
Q2 2025 Added 0.51%
$10.5B
$1.48 Billion 0.35% of portfolio
4,701
Q2 2025 Reduced 2.45%
$13.1B
$1.46 Billion 0.35% of portfolio
6,322
Q2 2025 Reduced 9.52%
$3.8T
$1.41 Billion 0.34% of portfolio
6,888
Q2 2025 Reduced 56.75%
$9.5B
$1.37 Billion 0.33% of portfolio
5,948
Q2 2025 Added 0.49%
$7.57B
$1.31 Billion 0.32% of portfolio
10,548
Q2 2025 Added 0.58%
$36.2B
$1.34 Billion 0.32% of portfolio
16,727
Q2 2025 Added 3.27%
$13.5B
$1.27 Billion 0.31% of portfolio
11,783
Q2 2025 Added 1.95%
$16.1B
$1.17 Billion 0.28% of portfolio
15,916
Q2 2025 Added 12.15%
$3.83B
$1.11 Billion 0.27% of portfolio
8,163
Q2 2025 Reduced 11.93%
$233B
$1.07 Billion 0.26% of portfolio
7,360
Q2 2025 Reduced 36.53%
$53.1B
$1.08 Billion 0.26% of portfolio
3,477
Q2 2025 Added 26.76%
$344B
$1.09 Billion 0.26% of portfolio
1,362
Q2 2025 Added 1.41%
$6.62B
$1.02 Billion 0.25% of portfolio
19,326
Q2 2025 Added 1.5%
$23.6B
$1.03 Billion 0.25% of portfolio
3,294
Q2 2025 Reduced 1.29%
$275B
$1.04 Billion 0.25% of portfolio
14,932
Q2 2025 Added 3.27%
$10.6B
$992 Million 0.24% of portfolio
19,065
Q2 2025 Reduced 7.18%
$24B
$986 Million 0.24% of portfolio
5,721
Q2 2025 Added 1.72%
$19.5B
$940 Million 0.23% of portfolio
2,325
Q2 2025 Reduced 10.89%
$9.73B
$952 Million 0.23% of portfolio
1,968
Q2 2025 Reduced 0.66%
$372B
$959 Million 0.23% of portfolio
6,016
Q2 2025 Added 4.01%
$3.13B
$956 Million 0.23% of portfolio
11,977
Q2 2025 Added 1.65%
$243B
$938 Million 0.23% of portfolio
3,441
Q2 2025 Added 35.9%
$101B
$955 Million 0.23% of portfolio
2,145
Q2 2025 Added 36.36%
$89.8B
$931 Million 0.22% of portfolio
3,190
Q2 2025 Added 0.16%
$8.07B
$912 Million 0.22% of portfolio
2,792
Q2 2025 Added 2.23%
$33.9B
$903 Million 0.22% of portfolio
14,408
Q2 2025 Added 31.58%
$295B
$904 Million 0.22% of portfolio
2,972
Q2 2025 Reduced 3.16%
$9.97B
$887 Million 0.21% of portfolio
3,456
Q2 2025 Reduced 3.19%
$8.73B
$868 Million 0.21% of portfolio
2,118
Q2 2025 Added 1.78%
$5.26B
$859 Million 0.21% of portfolio
3,506
Q2 2025 Added 1.62%
$9.23B
$849 Million 0.2% of portfolio
20,875
Q2 2025 Added 2.08%
$8.49B
$832 Million 0.2% of portfolio
4,775
Q2 2025 Added 1.83%
$10.5B
$780 Million 0.19% of portfolio
12,181
Q2 2025 Added 1.76%
$309B
$798 Million 0.19% of portfolio
9,960
Q2 2025 Added 11.05%
$15.4B
$779 Million 0.19% of portfolio
2,482
Q2 2025 Added 1.51%
$4.39B
$785 Million 0.19% of portfolio
4,760
Q2 2025 Added 1.6%
$24.8B
$804 Million 0.19% of portfolio
3,346
Q2 2025 Added 1.24%
$286B
$785 Million 0.19% of portfolio
11,099
Q2 2025 Added 7.15%
$1.51B
$755 Million 0.18% of portfolio
3,093
Q2 2025 Added 0.16%
$3.64B
$732 Million 0.18% of portfolio
5,150
Q2 2025 New

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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