Alliance Wealth Advisors, LLC /Ut Portfolio Holdings

Alliance Wealth Advisors, LLC /Ut

  • $383 Billion
  • Q1 2025

Alliance Wealth Advisors, LLC /Ut has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $383 Billion distributed in 255 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 $15.2B, Amazon Com Inc with a value of $10.5B, Ishares Tr Tips Bd ETF with a value of $9.9B, Microsoft Corp with a value of $8.74B, and Ishares Core S&P 500 ETF with a value of $7.61B.

Examining the 13F form we can see an decrease of $4.38B in the current position value, from $388B to 383B.

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 $383 Billion
ETFs: $88.2 Billion
Technology: $65.8 Billion
Healthcare: $46.2 Billion
Financial Services: $38.6 Billion
Industrials: $33.7 Billion
Consumer Cyclical: $29.8 Billion
Consumer Defensive: $20.6 Billion
Communication Services: $19.1 Billion
Other: $31.5 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$59.6B
$377 Million 0.1% of portfolio
3,593
Q1 2025 Added 6.21%
$143B
$386 Million 0.1% of portfolio
5,816
Q1 2025 Reduced 14.34%
$831B
$390 Million 0.1% of portfolio
1,589
Q1 2025 Reduced 1.73%
$143B
$387 Million 0.1% of portfolio
15,270
Q1 2025 Added 21.47%
$42.4B
$385 Million 0.1% of portfolio
7,795
Q1 2025 Added 4.43%
$3.24B
$399 Million 0.1% of portfolio
14,519
Q1 2025 Reduced 2.72%
$9.4B
$335 Million 0.09% of portfolio
2,072
Q1 2025 New
$53.8B
$336 Million 0.09% of portfolio
3,072
Q1 2025 Added 2.67%
$376B
$328 Million 0.09% of portfolio
7,860
Q1 2025 Reduced 4.41%
$8.72B
$349 Million 0.09% of portfolio
3,464
Q1 2025 Added 4.65%
$157B
$345 Million 0.09% of portfolio
9,346
Q1 2025 Reduced 1.02%
$4.08B
$343 Million 0.09% of portfolio
4,395
Q1 2025 Reduced 33.59%
$145B
$340 Million 0.09% of portfolio
1,440
Q1 2025 New
$27.4B
$333 Million 0.09% of portfolio
1,851
Q1 2025 Reduced 5.37%
$87.5B
$328 Million 0.09% of portfolio
4,847
Q1 2025 Reduced 5.37%
$12.3B
$320 Million 0.08% of portfolio
1,830
Q1 2025 Reduced 14.65%
$19.2B
$294 Million 0.08% of portfolio
2,448
Q1 2025 New
$17.9B
$320 Million 0.08% of portfolio
4,887
Q1 2025 Reduced 6.91%
$264B
$301 Million 0.08% of portfolio
2,697
Q1 2025 Added 6.35%
$237B
$308 Million 0.08% of portfolio
1,145
Q1 2025 Reduced 3.21%
$17.2B
$302 Million 0.08% of portfolio
1,978
Q1 2025 Reduced 18.2%
$92.7B
$296 Million 0.08% of portfolio
1,280
Q1 2025 Reduced 1.01%
$53.3B
$323 Million 0.08% of portfolio
1,944
Q1 2025 Added 23.19%
$37.6B
$293 Million 0.08% of portfolio
1,310
Q1 2025 Reduced 6.56%
$34.1B
$323 Million 0.08% of portfolio
2,328
Q1 2025 Reduced 6.54%
$26B
$290 Million 0.08% of portfolio
785
Q1 2025 Reduced 6.55%
$0
$301 Million 0.08% of portfolio
10,595
Q4 2024 Reduced 0.38%
$10.4B
$267 Million 0.07% of portfolio
1,798
Q1 2025 Reduced 6.55%
$14.2B
$255 Million 0.07% of portfolio
2,438
Q1 2025 Reduced 6.3%
$35.3B
$270 Million 0.07% of portfolio
466
Q1 2025 Reduced 5.48%
$42.9B
$264 Million 0.07% of portfolio
1,679
Q1 2025 New
$19.4B
$265 Million 0.07% of portfolio
1,415
Q1 2025 New
$16.7B
$270 Million 0.07% of portfolio
1,206
Q1 2025 Added 0.08%
$121B
$268 Million 0.07% of portfolio
601
Q1 2025 Added 0.33%
$275B
$267 Million 0.07% of portfolio
2,021
Q1 2025 New
$1.57B
$267 Million 0.07% of portfolio
4,622
Q1 2025 Reduced 2.03%
$12.5B
$283 Million 0.07% of portfolio
3,647
Q1 2025 Added 39.3%
$7.97B
$275 Million 0.07% of portfolio
787
Q1 2025 Reduced 6.42%
$903M
$267 Million 0.07% of portfolio
11,836
Q1 2025 Reduced 3.8%
$834M
$281 Million 0.07% of portfolio
14,385
Q1 2025 Added 99.9%
$5.86B
$274 Million 0.07% of portfolio
2,165
Q1 2025 New
$16.1B
$268 Million 0.07% of portfolio
5,692
Q1 2025 Reduced 6.73%
$30.4B
$265 Million 0.07% of portfolio
4,424
Q1 2025 Reduced 9.97%
$12.5B
$227 Million 0.06% of portfolio
1,364
Q1 2025 New
$17.4B
$241 Million 0.06% of portfolio
5,446
Q1 2025 Reduced 7.57%
$32.8B
$244 Million 0.06% of portfolio
3,568
Q1 2025 Reduced 6.5%
$847M
$223 Million 0.06% of portfolio
10,362
Q1 2025 Reduced 1.42%
$435B
$222 Million 0.06% of portfolio
235
Q1 2025 New
$41.6B
$239 Million 0.06% of portfolio
1,103
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 255
  • Current Value $383 Billion
  • Prior Value $388 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 23 stocks
  • Additional Purchases 133 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 96 stocks
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