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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$25.1B
$2.55 Billion 0.67% of portfolio
14,916
Q1 2025 Added 0.58%
$108B
$2.43 Billion 0.64% of portfolio
24,816
Q1 2025 Added 164.25%
$0
$2.42 Billion 0.63% of portfolio
26,675
Q1 2025 Reduced 16.03%
$0
$2.39 Billion 0.62% of portfolio
28,909
Q1 2025 Reduced 33.31%
$0
$2.37 Billion 0.62% of portfolio
30,030
Q1 2025 Reduced 16.0%
$46.4B
$2.37 Billion 0.62% of portfolio
10,132
Q1 2025 Reduced 6.18%
$207B
$2.38 Billion 0.62% of portfolio
26,492
Q1 2025 Added 0.19%
$0
$2.37 Billion 0.62% of portfolio
21,839
Q1 2025 Reduced 16.05%
$55.6B
$2.33 Billion 0.61% of portfolio
19,543
Q1 2025 Reduced 9.25%
$18B
$2.29 Billion 0.6% of portfolio
27,838
Q1 2025 Added 0.24%
$43.2B
$2.3 Billion 0.6% of portfolio
16,165
Q1 2025 Reduced 0.09%
$0
$2.2 Billion 0.57% of portfolio
55,825
Q1 2025 Added 197.83%
$223B
$2.18 Billion 0.57% of portfolio
22,126
Q1 2025 Added 11.18%
$34.8B
$2.14 Billion 0.56% of portfolio
36,915
Q1 2025 Added 0.67%
$194B
$2.1 Billion 0.55% of portfolio
2,637
Q1 2025 Reduced 41.67%
$1.62T
$2.06 Billion 0.54% of portfolio
3,578
Q1 2025 Added 44.22%
$631B
$1.95 Billion 0.51% of portfolio
3,660
Q1 2025 Added 3.19%
$269B
$1.87 Billion 0.49% of portfolio
3,579
Q1 2025 Reduced 8.7%
$147B
$1.84 Billion 0.48% of portfolio
26,553
Q1 2025 Reduced 14.36%
$8.25B
$1.7 Billion 0.44% of portfolio
14,617
Q1 2025 Reduced 0.39%
$426B
$1.68 Billion 0.44% of portfolio
10,151
Q1 2025 Added 32.07%
$15.6B
$1.66 Billion 0.43% of portfolio
4,915
Q1 2025 Added 17.56%
$1.01T
$1.6 Billion 0.42% of portfolio
6,171
Q1 2025 Added 32.14%
$0
$1.61 Billion 0.42% of portfolio
31,568
Q1 2025 Added 5.2%
$13.5B
$1.53 Billion 0.4% of portfolio
6,987
Q1 2025 Reduced 8.69%
$223B
$1.54 Billion 0.4% of portfolio
11,596
Q1 2025 Reduced 38.25%
$152B
$1.5 Billion 0.39% of portfolio
25,171
Q1 2025 Reduced 5.5%
$12.4B
$1.45 Billion 0.38% of portfolio
4,819
Q1 2025 Added 0.54%
$0
$1.42 Billion 0.37% of portfolio
61,879
Q1 2025 Added 2.5%
$17.7B
$1.42 Billion 0.37% of portfolio
122,088
Q1 2025 Reduced 0.25%
$18.6B
$1.43 Billion 0.37% of portfolio
4,505
Q1 2025 Added 0.96%
$14.2B
$1.32 Billion 0.34% of portfolio
11,558
Q1 2025 Added 2.2%
$8.05B
$1.31 Billion 0.34% of portfolio
20,539
Q1 2025 Added 0.37%
$34.5B
$1.28 Billion 0.33% of portfolio
16,198
Q1 2025 Reduced 7.94%
$5.13B
$1.23 Billion 0.32% of portfolio
9,269
Q1 2025 Added 0.98%
$19.7B
$1.17 Billion 0.31% of portfolio
3,641
Q1 2025 Added 4.33%
$278B
$1.11 Billion 0.29% of portfolio
6,984
Q1 2025 Added 0.32%
$0
$1.11 Billion 0.29% of portfolio
50,233
Q1 2025 Added 1.31%
$28.6B
$1.09 Billion 0.29% of portfolio
2,609
Q1 2025 Reduced 10.93%
$138B
$1.07 Billion 0.28% of portfolio
6,255
Q1 2025 Added 37.17%
$0
$1.02 Billion 0.27% of portfolio
42,294
Q1 2025 Added 11.05%
$6.31B
$1.05 Billion 0.27% of portfolio
19,041
Q1 2025 Reduced 2.04%
$369B
$986 Million 0.26% of portfolio
5,784
Q1 2025 Added 6.36%
$3.74B
$1.01 Billion 0.26% of portfolio
11,783
Q1 2025 Added 2.2%
Pimco ETF Tr
-
$1 Billion 0.26% of portfolio
-
Q1 2025 New
Rbb Fd Inc
-
$982 Million 0.26% of portfolio
-
Q1 2025 New
$0
$1.01 Billion 0.26% of portfolio
12,374
Q1 2025 Added 2.33%
$8.72B
$955 Million 0.25% of portfolio
3,570
Q1 2025 Added 8.78%
$8.27B
$959 Million 0.25% of portfolio
19,611
Q1 2025 Added 2.44%

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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