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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
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