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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.57B
$384 Million 0.1% of portfolio
4,828
Q3 2024 Reduced 3.67%
$24B
$329 Million 0.09% of portfolio
3,431
Q3 2024 Added 50.15%
$6.47B
$333 Million 0.09% of portfolio
7,962
Q3 2024 Added 13.69%
$16.2B
$334 Million 0.09% of portfolio
1,398
Q3 2024 Reduced 2.44%
$15.2B
$344 Million 0.09% of portfolio
5,601
Q3 2024 New
$697B
$343 Million 0.09% of portfolio
1,626
Q3 2024 Reduced 27.18%
$15.7B
$346 Million 0.09% of portfolio
6,479
Q3 2024 Added 34.47%
$9.71B
$357 Million 0.09% of portfolio
3,468
Q3 2024 Added 0.41%
$81.4B
$352 Million 0.09% of portfolio
4,784
Q3 2024 New
$168B
$354 Million 0.09% of portfolio
8,473
Q3 2024 Added 7.01%
$15.3B
$336 Million 0.09% of portfolio
2,550
Q3 2024 Added 3.32%
$148B
$344 Million 0.09% of portfolio
11,902
Q3 2024 Added 12.8%
$33.4B
$328 Million 0.09% of portfolio
2,676
Q3 2024 Added 16.2%
$354B
$322 Million 0.08% of portfolio
8,120
Q3 2024 Reduced 0.15%
$128B
$312 Million 0.08% of portfolio
533
Q3 2024 Reduced 1.66%
$25.8B
$305 Million 0.08% of portfolio
2,912
Q3 2024 Reduced 1.05%
$8.31B
$317 Million 0.08% of portfolio
1,528
Q3 2024 New
$58.2B
$320 Million 0.08% of portfolio
5,097
Q3 2024 Added 17.82%
$776M
$295 Million 0.08% of portfolio
8,151
Q3 2024 Reduced 1.74%
$223B
$322 Million 0.08% of portfolio
1,186
Q3 2024 Added 1.11%
$47.7B
$299 Million 0.08% of portfolio
2,910
Q3 2024 Added 5.55%
$30.3B
$314 Million 0.08% of portfolio
2,040
Q3 2024 Reduced 0.58%
$8.06B
$321 Million 0.08% of portfolio
1,357
Q3 2024 Added 0.59%
$0
$315 Million 0.08% of portfolio
15,460
Q3 2024 Reduced 0.13%
$17.9B
$310 Million 0.08% of portfolio
3,806
Q3 2024 Added 9.9%
$19.3B
$308 Million 0.08% of portfolio
6,124
Q3 2024 Reduced 0.13%
$1.26B
$313 Million 0.08% of portfolio
7,550
Q3 2024 Reduced 0.75%
$5.4B
$268 Million 0.07% of portfolio
2,084
Q3 2024 Reduced 4.67%
$2.64B
$265 Million 0.07% of portfolio
6,839
Q4 2022 New
$1.39B
$268 Million 0.07% of portfolio
10,830
Q3 2024 Reduced 3.46%
$53.1B
$270 Million 0.07% of portfolio
981
Q3 2024 New
$0
$260 Million 0.07% of portfolio
10,635
Q2 2024 New
$56.2B
$262 Million 0.07% of portfolio
1,548
Q3 2024 New
$22B
$259 Million 0.07% of portfolio
666
Q3 2024 Reduced 1.04%
$106B
$274 Million 0.07% of portfolio
1,804
Q3 2024 New
$75.3B
$213 Million 0.06% of portfolio
420
Q3 2024 Reduced 1.87%
$4.74B
$234 Million 0.06% of portfolio
2,756
Q3 2024 Added 1.14%
$37.8B
$247 Million 0.06% of portfolio
3,338
Q3 2024 New
$84.5B
$214 Million 0.06% of portfolio
1,031
Q3 2024 New
$9.45B
$231 Million 0.06% of portfolio
1,171
Q3 2024 Reduced 0.85%
$1.19B
$218 Million 0.06% of portfolio
2,577
Q3 2024 Reduced 3.88%
$5.62B
$213 Million 0.06% of portfolio
1,192
Q3 2024 Reduced 3.79%
$0
$189 Million 0.05% of portfolio
18,100
Q2 2024 New
$23.5B
$166 Million 0.04% of portfolio
11,300
Q3 2024 New
$140B
$110 Million 0.03% of portfolio
10,782
Q3 2024 Added 7.27%
$326M
$64.8 Million 0.02% of portfolio
21,964
Q3 2024 Reduced 2.32%
$17.2B
$63 Million 0.02% of portfolio
12,067
Q3 2024 Added 9.49%

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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