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
$0
$13.9 Billion 3.58% of portfolio
275,425
Q4 2024 Added 0.14%
$2.42T
$12.5 Billion 3.22% of portfolio
56,938
Q4 2024 Reduced 20.88%
$3.09T
$9.95 Billion 2.57% of portfolio
23,604
Q4 2024 Reduced 3.51%
$0
$7.09 Billion 1.83% of portfolio
12,042
Q4 2024 Added 19.49%
$459B
$7.11 Billion 1.83% of portfolio
42,647
Q4 2024 Added 28.56%
$559B
$6.93 Billion 1.79% of portfolio
21,942
Q4 2024 Added 1.63%
$0
$6.9 Billion 1.78% of portfolio
75,455
Q4 2024 Added 233.99%
$3.79T
$6.49 Billion 1.67% of portfolio
25,921
Q4 2024 Reduced 3.46%
$1.25T
$6.35 Billion 1.64% of portfolio
33,368
Q4 2024 Reduced 2.12%
$0
$6.12 Billion 1.58% of portfolio
57,455
Q4 2024 Added 58.9%
$435B
$5.48 Billion 1.41% of portfolio
6,149
Q4 2024 Added 4.34%
$139B
$5.41 Billion 1.4% of portfolio
50,867
Q4 2024 Reduced 1.85%
$530B
$4.86 Billion 1.25% of portfolio
9,224
Q4 2024 Reduced 8.09%
$206B
$4.79 Billion 1.24% of portfolio
4,521
Q4 2024 Reduced 26.04%
$34.1B
$4.69 Billion 1.21% of portfolio
26,490
Q4 2024 Added 1.49%
$68.5B
$4.47 Billion 1.15% of portfolio
22,197
Q4 2024 Added 2.64%
$126B
$4.31 Billion 1.11% of portfolio
14,728
Q4 2024 Reduced 0.87%
$15.9B
$4.24 Billion 1.1% of portfolio
8,956
Q4 2024 Added 2.39%
$0
$4.21 Billion 1.09% of portfolio
45,501
Q4 2024 Added 10.38%
$422B
$4.17 Billion 1.08% of portfolio
10,719
Q4 2024 Reduced 1.22%
$43.4B
$4.01 Billion 1.03% of portfolio
39,912
Q4 2024 Added 1.06%
$0
$3.91 Billion 1.01% of portfolio
38,827
Q4 2024 Added 217.6%
$203B
$3.84 Billion 0.99% of portfolio
8,637
Q4 2024 Reduced 6.69%
$243B
$3.79 Billion 0.98% of portfolio
10,781
Q4 2024 Reduced 7.48%
$234B
$3.71 Billion 0.96% of portfolio
7,137
Q4 2024 Reduced 3.66%
$224B
$3.62 Billion 0.93% of portfolio
31,994
Q4 2024 Reduced 8.64%
$212B
$3.62 Billion 0.93% of portfolio
12,476
Q4 2024 Added 3.58%
$0
$3.55 Billion 0.92% of portfolio
43,347
Q4 2024 New
$18.9B
$3.53 Billion 0.91% of portfolio
10,394
Q4 2024 Added 2.57%
$31.3B
$3.47 Billion 0.9% of portfolio
36,948
Q4 2024 Added 2.83%
$17.6B
$3.48 Billion 0.9% of portfolio
22,531
Q4 2024 Added 2.56%
$0
$3.44 Billion 0.89% of portfolio
17,544
Q4 2024 Added 5.41%
$229B
$3.39 Billion 0.88% of portfolio
15,427
Q4 2024 Added 1.86%
$8.13B
$3.42 Billion 0.88% of portfolio
65,699
Q4 2024 Reduced 49.5%
$194B
$3.37 Billion 0.87% of portfolio
21,944
Q4 2024 Added 7.65%
$325B
$3.21 Billion 0.83% of portfolio
18,040
Q4 2024 Added 2.73%
$80B
$3.21 Billion 0.83% of portfolio
19,720
Q4 2024 Added 23.1%
$445B
$3.23 Billion 0.83% of portfolio
30,010
Q4 2024 Added 1.43%
$0
$3.07 Billion 0.79% of portfolio
34,916
Q4 2024 Added 51.05%
$47.7B
$3.03 Billion 0.78% of portfolio
5,044
Q4 2024 Reduced 6.33%
$0
$2.97 Billion 0.77% of portfolio
38,178
Q4 2024 Reduced 18.53%
$299B
$2.97 Billion 0.77% of portfolio
22,095
Q4 2024 Added 71.93%
$165B
$2.97 Billion 0.77% of portfolio
74,302
Q4 2024 Added 3.32%
$771B
$2.97 Billion 0.77% of portfolio
3,850
Q4 2024 Added 205.07%
$1.2T
$2.93 Billion 0.75% of portfolio
15,455
Q4 2024 Added 17.11%
$177B
$2.85 Billion 0.74% of portfolio
15,219
Q4 2024 Added 1.39%
$74.4B
$2.82 Billion 0.73% of portfolio
9,739
Q4 2024 Reduced 0.07%
$0
$2.83 Billion 0.73% of portfolio
31,768
Q4 2024 Reduced 18.92%
$52.4B
$2.83 Billion 0.73% of portfolio
21,535
Q4 2024 Reduced 8.05%

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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