Alliance Wealth Advisors, LLC /Ut Portfolio Holdings
Alliance Wealth Advisors, LLC /Ut
- $335 Billion
- Q1 2024
Alliance Wealth Advisors, LLC /Ut has filed its 13F form on May 13, 2024 for Q1 2024 where it was disclosed a total value porftolio of $335 Billion distributed in 230 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $15.1B, Ishares Barclays 1 3 Year Trea with a value of $13.1B, Jp Morgan ETF Tr Ultra Short I with a value of $12.8B, Microsoft Corp with a value of $11.1B, and Alphabet Inc. with a value of $6.32B.
Examining the 13F form we can see an increase of $37.6B in the current position value, from $298B to 335B.
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 |
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Summary
- Portfolio
- No. of Stocks 230
- Current Value $335 Billion
- Prior Value $298 Billion
- Filing
- Period Q1 2024
- Filing Date May 13, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 17 stocks
- Additional Purchases 153 stocks
- Sold out of 0 stocks
- Reduced holdings in 57 stocks