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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.78B
$1.73 Billion 0.45% of portfolio
8,904
Q3 2024 Added 1.16%
$6.54B
$1.14 Billion 0.3% of portfolio
19,893
Q3 2024 Added 47.06%
$5.99B
$1.05 Billion 0.28% of portfolio
3,615
Q3 2024 Added 6.51%
$7.38B
$1.07 Billion 0.28% of portfolio
10,966
Q3 2024 Added 5.73%
$7.15B
$982 Million 0.26% of portfolio
14,793
Q3 2024 Reduced 3.65%
$6.6B
$895 Million 0.24% of portfolio
8,295
Q3 2024 Added 0.23%
$7.45B
$844 Million 0.22% of portfolio
18,033
Q3 2024 Added 8.14%
$3.44B
$840 Million 0.22% of portfolio
14,073
Q3 2024 Added 6.93%
$5.31B
$785 Million 0.21% of portfolio
5,414
Q3 2024 New
$3.92B
$783 Million 0.21% of portfolio
10,857
Q3 2024 Added 9.53%
$6.58B
$742 Million 0.2% of portfolio
2,560
Q3 2024 Added 8.15%
$6.74B
$687 Million 0.18% of portfolio
6,297
Q3 2024 Added 11.69%
$7.82B
$685 Million 0.18% of portfolio
10,511
Q3 2024 Added 7.39%
$5.97B
$689 Million 0.18% of portfolio
17,652
Q3 2024 Added 6.92%
$9.19B
$636 Million 0.17% of portfolio
3,275
Q3 2024 Added 4.57%
$7.11B
$646 Million 0.17% of portfolio
4,199
Q3 2024 New
$8.72B
$572 Million 0.15% of portfolio
18,606
Q3 2024 Added 7.99%
$4.46B
$562 Million 0.15% of portfolio
8,415
Q3 2024 Added 6.82%
$7.9B
$521 Million 0.14% of portfolio
4,002
Q3 2024 Added 6.58%
$4.66B
$525 Million 0.14% of portfolio
6,525
Q3 2024 Reduced 3.68%
$3.8B
$512 Million 0.13% of portfolio
14,729
Q3 2024 Added 6.9%
$3.9B
$477 Million 0.13% of portfolio
15,101
Q3 2024 Reduced 2.46%
$8.02B
$504 Million 0.13% of portfolio
3,387
Q3 2024 Added 6.11%
$2.27B
$512 Million 0.13% of portfolio
13,278
Q3 2024 Added 7.1%
$2.31B
$473 Million 0.12% of portfolio
12,189
Q3 2024 Added 10.52%
$2.25B
$417 Million 0.11% of portfolio
4,666
Q3 2024 Reduced 5.34%
$5.6B
$420 Million 0.11% of portfolio
2,636
Q3 2024 Added 488.39%
$6.47B
$333 Million 0.09% of portfolio
7,962
Q3 2024 Added 13.69%
$9.71B
$357 Million 0.09% of portfolio
3,468
Q3 2024 Added 0.41%
$5.52B
$319 Million 0.08% of portfolio
1,541
Q3 2024 Reduced 0.9%
$8.31B
$317 Million 0.08% of portfolio
1,528
Q3 2024 New
$8.06B
$321 Million 0.08% of portfolio
1,357
Q3 2024 Added 0.59%
$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
$4.74B
$234 Million 0.06% of portfolio
2,756
Q3 2024 Added 1.14%
$9.45B
$231 Million 0.06% of portfolio
1,171
Q3 2024 Reduced 0.85%
$5.62B
$213 Million 0.06% of portfolio
1,192
Q3 2024 Reduced 3.79%

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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