Alliance Wealth Advisors, LLC /Ut Portfolio Holdings

Alliance Wealth Advisors, LLC /Ut

  • $388 Billion
  • Q4 2024

Alliance Wealth Advisors, LLC /Ut has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $388 Billion distributed in 257 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 $13.9B, Amazon Com Inc with a value of $12.5B, Microsoft Corp with a value of $9.95B, Ishares Core S&P 500 ETF with a value of $7.09B, and Oracle Corp with a value of $7.11B.

Examining the 13F form we can see an increase of $7.21B in the current position value, from $380B to 388B.

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 $388 Billion
ETFs: $87.1 Billion
Technology: $76 Billion
Healthcare: $43.7 Billion
Financial Services: $36.4 Billion
Industrials: $34.8 Billion
Consumer Cyclical: $32 Billion
Communication Services: $22.6 Billion
Consumer Defensive: $19.8 Billion
Other: $30.3 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$861B
$524 Million 0.14% of portfolio
2,655
Q4 2024 Added 21.68%
$8.15B
$530 Million 0.14% of portfolio
8,267
Q4 2024 Reduced 44.12%
$0
$545 Million 0.14% of portfolio
1,879
Q4 2024 New
$4.45B
$532 Million 0.14% of portfolio
6,277
Q4 2024 Reduced 3.8%
$7.06B
$516 Million 0.13% of portfolio
3,586
Q4 2024 Added 5.88%
$134B
$520 Million 0.13% of portfolio
5,245
Q4 2024 Added 31.62%
$0
$522 Million 0.13% of portfolio
19,933
Q4 2024 Reduced 31.02%
$1.86B
$507 Million 0.13% of portfolio
14,107
Q4 2024 Added 6.24%
$202B
$502 Million 0.13% of portfolio
22,056
Q4 2024 Reduced 1.01%
$3.21B
$501 Million 0.13% of portfolio
14,925
Q4 2024 Reduced 1.17%
$2.5B
$490 Million 0.13% of portfolio
4,569
Q4 2024 Reduced 2.08%
$14.3B
$450 Million 0.12% of portfolio
2,144
Q4 2024 Reduced 47.8%
$89.7B
$472 Million 0.12% of portfolio
11,126
Q4 2024 Reduced 0.21%
$0
$456 Million 0.12% of portfolio
7,955
Q4 2024 Reduced 35.42%
$6.15B
$471 Million 0.12% of portfolio
5,103
Q4 2024 New
$123B
$434 Million 0.11% of portfolio
6,790
Q4 2024 Added 0.1%
$2.55B
$438 Million 0.11% of portfolio
10,671
Q4 2024 New
$93.9B
$437 Million 0.11% of portfolio
4,052
Q4 2024 Added 2.25%
$23.3B
$432 Million 0.11% of portfolio
930
Q4 2024 Reduced 60.26%
$59.7B
$430 Million 0.11% of portfolio
3,383
Q4 2024 Added 2.61%
$30.8B
$423 Million 0.11% of portfolio
8,042
Q4 2024 New
$98.2B
$439 Million 0.11% of portfolio
258
Q4 2024 Added 6.17%
$1.57B
$429 Million 0.11% of portfolio
4,718
Q4 2024 Reduced 2.28%
Brookfield Corp
-
$426 Million 0.11% of portfolio
-
Q4 2024 Reduced 18.01%
$49.3B
$416 Million 0.11% of portfolio
5,317
Q4 2024 Added 2.07%
$3.29B
$435 Million 0.11% of portfolio
2,757
Q4 2024 New
$16.2B
$441 Million 0.11% of portfolio
1,113
Q4 2024 Reduced 13.25%
$16.6B
$395 Million 0.1% of portfolio
1,205
Q4 2024 Reduced 0.17%
$80.2B
$378 Million 0.1% of portfolio
2,994
Q4 2024 Reduced 3.73%
$17.6B
$381 Million 0.1% of portfolio
840
Q4 2024 Reduced 5.72%
$2.97B
$401 Million 0.1% of portfolio
1,975
Q4 2024 Reduced 25.08%
$124B
$377 Million 0.1% of portfolio
935
Q4 2024 New
$0
$375 Million 0.1% of portfolio
12,570
Q4 2024 Added 58.89%
$95.4B
$390 Million 0.1% of portfolio
1,680
Q4 2024 Added 1.69%
$62.7B
$388 Million 0.1% of portfolio
8,116
Q4 2024 Reduced 12.82%
$8.55B
$376 Million 0.1% of portfolio
3,310
Q4 2024 Reduced 4.56%
$35.1B
$402 Million 0.1% of portfolio
3,945
Q4 2024 Reduced 2.62%
$327B
$400 Million 0.1% of portfolio
2,761
Q4 2024 Reduced 1.53%
$17.4B
$388 Million 0.1% of portfolio
5,114
Q4 2024 Added 100.55%
$9.48B
$383 Million 0.1% of portfolio
841
Q4 2024 Reduced 3.44%
$28.2B
$386 Million 0.1% of portfolio
1,956
Q4 2024 New
$46B
$369 Million 0.1% of portfolio
7,464
Q4 2024 Added 5.65%
$29.9B
$387 Million 0.1% of portfolio
2,491
Q4 2024 Reduced 6.91%
$720B
$388 Million 0.1% of portfolio
1,617
Q4 2024 Reduced 0.55%
$907M
$352 Million 0.09% of portfolio
10,511
Q4 2024 Reduced 2.95%
$162B
$354 Million 0.09% of portfolio
9,442
Q4 2024 Added 11.44%
$34.5B
$343 Million 0.09% of portfolio
1,861
Q4 2024 Reduced 8.77%
$201B
$351 Million 0.09% of portfolio
1,183
Q4 2024 Reduced 0.25%
$259B
$346 Million 0.09% of portfolio
5,530
Q4 2024 Reduced 1.04%

Summary

  • Portfolio
  • No. of Stocks 257
  • Current Value $388 Billion
  • Prior Value $380 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 37 stocks
  • Additional Purchases 124 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 95 stocks
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