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.

Portfolio value $416 Billion
ETFs: $98.4 Billion
Technology: $83.5 Billion
Healthcare: $44.6 Billion
Financial Services: $39.5 Billion
Industrials: $35.1 Billion
Communication Services: $25 Billion
Consumer Cyclical: $21.1 Billion
Consumer Defensive: $19 Billion
Other: $30.8 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.32B
$1.91 Billion 0.46% of portfolio
14,472
Q2 2025 Reduced 0.99%
$9.34B
$1.37 Billion 0.33% of portfolio
5,948
Q2 2025 Added 0.49%
$6.12B
$1.31 Billion 0.32% of portfolio
10,548
Q2 2025 Added 0.58%
$3.91B
$1.11 Billion 0.27% of portfolio
8,163
Q2 2025 Reduced 11.93%
$6.58B
$1.02 Billion 0.25% of portfolio
19,326
Q2 2025 Added 1.5%
$8.95B
$992 Million 0.24% of portfolio
19,065
Q2 2025 Reduced 7.18%
$3.25B
$956 Million 0.23% of portfolio
11,977
Q2 2025 Added 1.65%
$8.12B
$912 Million 0.22% of portfolio
2,792
Q2 2025 Added 2.23%
$9.42B
$887 Million 0.21% of portfolio
3,456
Q2 2025 Reduced 3.19%
$9.89B
$868 Million 0.21% of portfolio
2,118
Q2 2025 Added 1.78%
$5.63B
$859 Million 0.21% of portfolio
3,506
Q2 2025 Added 1.62%
$8.94B
$849 Million 0.2% of portfolio
20,875
Q2 2025 Added 2.08%
$8.63B
$832 Million 0.2% of portfolio
4,775
Q2 2025 Added 1.83%
$8.45B
$780 Million 0.19% of portfolio
12,181
Q2 2025 Added 1.76%
$4.43B
$785 Million 0.19% of portfolio
4,760
Q2 2025 Added 1.6%
$3.88B
$732 Million 0.18% of portfolio
5,150
Q2 2025 New
$9.01B
$651 Million 0.16% of portfolio
8,345
Q2 2025 Added 2.42%
$6.81B
$564 Million 0.14% of portfolio
4,441
Q2 2025 Added 1.69%
$4.08B
$532 Million 0.13% of portfolio
9,486
Q2 2025 Added 2.03%
$2.88B
$521 Million 0.13% of portfolio
16,507
Q2 2025 Added 1.82%
$6.65B
$513 Million 0.12% of portfolio
7,539
Q2 2025 Reduced 7.27%
$2.93B
$482 Million 0.12% of portfolio
17,246
Q2 2025 Added 18.78%
$6.74B
$468 Million 0.11% of portfolio
3,766
Q2 2025 Added 2.48%
$4.43B
$439 Million 0.11% of portfolio
5,665
Q2 2025 Reduced 7.72%
$2.38B
$438 Million 0.11% of portfolio
10,807
Q2 2025 Reduced 4.75%
$5.5B
$374 Million 0.09% of portfolio
1,625
Q2 2025 Reduced 7.57%
$9.58B
$374 Million 0.09% of portfolio
2,076
Q2 2025 Added 0.19%
$8.46B
$350 Million 0.08% of portfolio
3,445
Q2 2025 Reduced 0.55%
$6.41B
$285 Million 0.07% of portfolio
3,011
Q2 2025 New
$9.12B
$271 Million 0.07% of portfolio
1,735
Q2 2025 Reduced 3.5%
$4.41B
$309 Million 0.07% of portfolio
4,194
Q2 2025 Reduced 4.57%
$7.5B
$230 Million 0.06% of portfolio
732
Q2 2025 New
$6.77B
$270 Million 0.06% of portfolio
1,860
Q2 2025 Reduced 14.09%
$2.75B
$224 Million 0.05% of portfolio
2,177
Q2 2025 Added 18.64%
$7.08B
$210 Million 0.05% of portfolio
941
Q2 2025 Reduced 1.26%
$5.65B
$224 Million 0.05% of portfolio
2,284
Q2 2025 New
$9.56B
$152 Million 0.04% of portfolio
10,867
Q2 2025 Added 1.25%

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
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