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
$0
$15.2 Billion 3.97% of portfolio
300,569
Q1 2025 Added 9.13%
$2.21T
$10.5 Billion 2.73% of portfolio
54,966
Q1 2025 Reduced 3.46%
$0
$9.9 Billion 2.58% of portfolio
89,133
Q1 2025 Added 55.14%
$3.52T
$8.74 Billion 2.28% of portfolio
23,277
Q1 2025 Reduced 1.39%
$0
$7.61 Billion 1.99% of portfolio
13,540
Q1 2025 Added 12.44%
$599B
$7.59 Billion 1.98% of portfolio
21,652
Q1 2025 Reduced 1.32%
$478B
$6.48 Billion 1.69% of portfolio
46,357
Q1 2025 Added 8.7%
$0
$6.46 Billion 1.69% of portfolio
70,472
Q1 2025 Reduced 6.6%
$78.8B
$5.44 Billion 1.42% of portfolio
22,459
Q1 2025 Added 1.18%
$0
$4.87 Billion 1.27% of portfolio
51,115
Q1 2025 Added 12.34%
$557B
$4.61 Billion 1.2% of portfolio
8,418
Q1 2025 Reduced 8.74%
$14.8B
$4.61 Billion 1.2% of portfolio
9,073
Q1 2025 Added 1.31%
$132B
$4.54 Billion 1.18% of portfolio
14,847
Q1 2025 Added 0.81%
$128B
$4.51 Billion 1.18% of portfolio
47,243
Q1 2025 Reduced 7.12%
$116B
$4.5 Billion 1.18% of portfolio
50,128
Q1 2025 Reduced 7.95%
$0
$4.48 Billion 1.17% of portfolio
43,321
Q1 2025 Added 11.57%
Blackrock ETF Trust Ii
-
$4.24 Billion 1.11% of portfolio
-
Q1 2025 New
$735B
$4.19 Billion 1.09% of portfolio
5,078
Q1 2025 Added 31.9%
$33.1B
$4.03 Billion 1.05% of portfolio
36,971
Q1 2025 Added 0.06%
$36.2B
$4.03 Billion 1.05% of portfolio
40,599
Q1 2025 Added 1.72%
$374B
$3.98 Billion 1.04% of portfolio
10,847
Q1 2025 Added 1.19%
$334B
$3.89 Billion 1.02% of portfolio
18,575
Q1 2025 Added 2.97%
$545B
$3.9 Billion 1.02% of portfolio
4,180
Q1 2025 Reduced 32.02%
$29.6B
$3.92 Billion 1.02% of portfolio
26,727
Q1 2025 Added 0.89%
$0
$3.85 Billion 1.01% of portfolio
62,070
Q1 2025 Added 82.83%
$234B
$3.85 Billion 1.01% of portfolio
29,053
Q1 2025 Reduced 9.19%
$224B
$3.84 Billion 1.0% of portfolio
12,284
Q1 2025 Reduced 1.54%
$17.4B
$3.83 Billion 1.0% of portfolio
22,826
Q1 2025 Added 1.31%
$183B
$3.79 Billion 0.99% of portfolio
83,637
Q1 2025 Added 12.56%
$77.1B
$3.77 Billion 0.98% of portfolio
22,886
Q1 2025 Added 16.05%
$1.08T
$3.71 Billion 0.97% of portfolio
23,724
Q1 2025 Reduced 28.9%
$437B
$3.61 Billion 0.94% of portfolio
30,328
Q1 2025 Added 1.06%
$17B
$3.56 Billion 0.93% of portfolio
10,556
Q1 2025 Added 1.56%
$175B
$3.52 Billion 0.92% of portfolio
22,940
Q1 2025 Added 4.54%
$3.24T
$3.54 Billion 0.92% of portfolio
15,926
Q1 2025 Reduced 38.56%
$244B
$3.48 Billion 0.91% of portfolio
13,983
Q1 2025 Reduced 9.36%
$160B
$3.34 Billion 0.87% of portfolio
6,707
Q1 2025 Reduced 6.02%
$73.2B
$3.23 Billion 0.84% of portfolio
8,095
Q1 2025 Added 280.05%
$142B
$3.21 Billion 0.84% of portfolio
28,686
Q1 2025 Reduced 1.15%
$0
$3.2 Billion 0.83% of portfolio
35,123
Q1 2025 New
$199B
$3.12 Billion 0.81% of portfolio
9,988
Q1 2025 Reduced 7.36%
$355B
$3.1 Billion 0.81% of portfolio
28,616
Q1 2025 Added 29.51%
$194B
$3.05 Billion 0.8% of portfolio
7,948
Q1 2025 Reduced 7.98%
$25.4B
$2.93 Billion 0.77% of portfolio
19,875
Q1 2025 Added 0.31%
$0
$2.9 Billion 0.76% of portfolio
36,109
Q1 2025 Added 3.42%
$62.1B
$2.9 Billion 0.76% of portfolio
9,832
Q1 2025 Added 0.95%
$177B
$2.76 Billion 0.72% of portfolio
15,340
Q1 2025 Added 0.8%
$993B
$2.69 Billion 0.7% of portfolio
17,403
Q1 2025 Added 12.6%
$44.6B
$2.63 Billion 0.69% of portfolio
4,651
Q1 2025 Reduced 7.79%

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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