Alliance Wealth Advisors, LLC /Ut Portfolio Holdings

Alliance Wealth Advisors, LLC /Ut

  • $335 Billion
  • Q1 2024

Alliance Wealth Advisors, LLC /Ut has filed its 13F form on May 13, 2024 for Q1 2024 where it was disclosed a total value porftolio of $335 Billion distributed in 230 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $15.1B, Ishares Barclays 1 3 Year Trea with a value of $13.1B, Jp Morgan ETF Tr Ultra Short I with a value of $12.8B, Microsoft Corp with a value of $11.1B, and Alphabet Inc. with a value of $6.32B.

Examining the 13F form we can see an increase of $37.6B in the current position value, from $298B to 335B.

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 $335 Billion
ETFs: $75.1 Billion
Technology: $61.9 Billion
Healthcare: $43.2 Billion
Consumer Cyclical: $34.5 Billion
Industrials: $28 Billion
Financial Services: $26.5 Billion
Communication Services: $18.9 Billion
Consumer Defensive: $15.8 Billion
Other: $21.7 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.97T
$15.1 Billion 4.49% of portfolio
83,485
Q1 2024 Added 3.61%
$0
$13.1 Billion 3.9% of portfolio
159,811
Q1 2024 Added 220.53%
$0
$12.8 Billion 3.81% of portfolio
253,547
Q1 2024 Added 14.11%
$3.33T
$11.1 Billion 3.31% of portfolio
26,406
Q1 2024 Added 4.96%
$1.12T
$6.32 Billion 1.88% of portfolio
41,496
Q1 2024 Added 3.77%
$429B
$5.66 Billion 1.69% of portfolio
20,264
Q1 2024 Added 22.49%
$300B
$5.45 Billion 1.63% of portfolio
8,977
Q1 2024 Added 1.45%
$0
$5.33 Billion 1.59% of portfolio
56,333
Q1 2024 Reduced 49.47%
$257B
$4.92 Billion 1.47% of portfolio
16,343
Q1 2024 Added 3.27%
-
$4.76 Billion 1.42% of portfolio
-
Q1 2024 Added 57.61%
$421B
$4.76 Billion 1.42% of portfolio
9,893
Q1 2024 Added 4.52%
$159B
$4.69 Billion 1.4% of portfolio
6,157
Q1 2024 Reduced 20.8%
$0
$4.5 Billion 1.34% of portfolio
8,565
Q1 2024 Added 15.28%
$105B
$4.29 Billion 1.28% of portfolio
49,282
Q1 2024 Added 7.85%
$191B
$4.13 Billion 1.23% of portfolio
11,926
Q1 2024 Reduced 0.7%
$217B
$4.12 Billion 1.23% of portfolio
7,089
Q1 2024 Added 81.91%
$0
$3.99 Billion 1.19% of portfolio
51,304
Q1 2024 Reduced 1.79%
$352B
$3.85 Billion 1.15% of portfolio
10,025
Q1 2024 Reduced 1.78%
$61.4B
$3.87 Billion 1.15% of portfolio
20,193
Q1 2024 Added 6.31%
$60.5B
$3.83 Billion 1.14% of portfolio
23,210
Q1 2024 Added 3.16%
$182B
$3.73 Billion 1.11% of portfolio
32,834
Q1 2024 Added 30.89%
$322B
$3.67 Billion 1.09% of portfolio
28,573
Q1 2024 Added 4.3%
$15.4B
$3.5 Billion 1.05% of portfolio
8,112
Q1 2024 Added 6.93%
$258B
$3.53 Billion 1.05% of portfolio
7,001
Q1 2024 Reduced 29.84%
$99.1B
$3.42 Billion 1.02% of portfolio
13,676
Q1 2024 Added 5.48%
$0
$3.31 Billion 0.99% of portfolio
20,134
Q1 2024 New
$22.9B
$3.22 Billion 0.96% of portfolio
24,243
Q1 2024 Reduced 16.18%
$0
$3.23 Billion 0.96% of portfolio
122,072
Q1 2024 New
$0
$3.14 Billion 0.94% of portfolio
33,545
Q1 2024 Added 16.92%
$480B
$3.13 Billion 0.93% of portfolio
26,902
Q1 2024 Added 8.61%
$314B
$3.07 Billion 0.92% of portfolio
23,253
Q1 2024 Added 4.81%
$0
$3.06 Billion 0.91% of portfolio
32,287
Q1 2024 Added 15.46%
$224B
$3.06 Billion 0.91% of portfolio
18,068
Q1 2024 Added 3.93%
$187B
$3.03 Billion 0.9% of portfolio
10,748
Q1 2024 Added 7.56%
$36.4B
$2.97 Billion 0.89% of portfolio
37,020
Q1 2024 Added 7.52%
$303B
$2.93 Billion 0.87% of portfolio
16,096
Q1 2024 Added 0.11%
$53.4B
$2.86 Billion 0.85% of portfolio
10,970
Q1 2024 Added 4.73%
$476B
$2.81 Billion 0.84% of portfolio
5,683
Q1 2024 Added 3.42%
$13.9B
$2.76 Billion 0.82% of portfolio
9,328
Q1 2024 Added 7.66%
$173B
$2.76 Billion 0.82% of portfolio
65,814
Q1 2024 Added 7.45%
$81.2B
$2.71 Billion 0.81% of portfolio
15,996
Q1 2024 Added 48.69%
$155B
$2.7 Billion 0.8% of portfolio
14,134
Q1 2024 Reduced 1.76%
$24.7B
$2.69 Billion 0.8% of portfolio
32,724
Q1 2024 Added 39.23%
$27B
$2.56 Billion 0.76% of portfolio
13,158
Q1 2024 New
$6.77B
$2.56 Billion 0.76% of portfolio
58,228
Q1 2024 Added 106.59%
$94.9B
$2.56 Billion 0.76% of portfolio
27,232
Q1 2024 Added 45.44%
$177B
$2.41 Billion 0.72% of portfolio
13,856
Q1 2024 Added 8.16%
$57.2B
$2.27 Billion 0.68% of portfolio
9,369
Q1 2024 Added 13.21%
$23.5B
$2.26 Billion 0.67% of portfolio
18,518
Q1 2024 Added 12.24%

Summary

  • Portfolio
  • No. of Stocks 230
  • Current Value $335 Billion
  • Prior Value $298 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 13, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 17 stocks
  • Additional Purchases 153 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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