Alliance Wealth Advisors, LLC /Ut Incresed Positions in Q1 2025

Alliance Wealth Advisors, LLC /Ut

  • $383 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TIP
Ishares Tr Tips Bd ETF

ETFs
31.7K
+ 55.14%
$106.22 - $111.09 $3.36M - $3.52M
89.1K $9.9B
AON
Aon PLC

Financial Services
5.97K
+ 280.05%
$348.44 - $409.32 $2.08M - $2.44M
8.1K $3.23B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
28.1K
+ 82.83%
$58.01 - $64.46 $1.63M - $1.81M
62.1K $3.85B
SBUX
Starbucks Corp

Consumer Cyclical
15.4K
+ 164.25%
$91.75 - $115.81 $1.42M - $1.79M
24.8K $2.43B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
37.1K
+ 197.83%
$37.07 - $40.63 $1.37M - $1.51M
55.8K $2.2B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
25.1K
+ 9.13%
$50.39 - $50.66 $1.27M - $1.27M
301K $15.2B
LLY
Eli Lilly & CO

Healthcare
1.23K
+ 31.9%
$725.72 - $929.72 $891K - $1.14M
5.08K $4.19B
GLDM
World Gold Trust

ETFs
5.92K
+ 9.02%
$52.19 - $61.89 $309K - $367K
71.6K $4.43B
RSG
Republic Services, Inc.

Industrials
262
+ 1.18%
$200.09 - $242.16 $52.4K - $63.4K
22.5K $5.44B
VZ
Verizon Communications Inc

Communication Services
9.34K
+ 12.56%
$37.81 - $46.49 $353K - $434K
83.6K $3.79B
IEF
Ishares Barclays

ETFs
5.61K
+ 12.34%
$91.17 - $95.39 $512K - $536K
51.1K $4.87B
META
Meta Platforms, Inc.

Communication Services
1.1K
+ 44.22%
$576.36 - $736.67 $632K - $808K
3.58K $2.06B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
4.49K
+ 11.57%
$100.59 - $103.47 $452K - $465K
43.3K $4.48B
JNJ
Johnson & Johnson

Healthcare
2.47K
+ 32.07%
$142.06 - $167.7 $350K - $413K
10.2K $1.68B
ZTS
Zoetis Inc.

Healthcare
3.17K
+ 16.05%
$156.48 - $175.67 $495K - $556K
22.9K $3.77B
WEC
Wec Energy Group, Inc.

Utilities
23
+ 0.06%
$92.12 - $108.98 $2.12K - $2.51K
37K $4.03B
IVV
Ishares Core S&P 500 ETF

ETFs
1.5K
+ 12.44%
$554.06 - $615.85 $830K - $923K
13.5K $7.61B
AWK
American Water Works Company, Inc.

Utilities
62
+ 0.31%
$121.01 - $149.31 $7.5K - $9.26K
19.9K $2.93B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
638
+ 68.24%
$402.49 - $513.76 $257K - $328K
1.57K $763M
XOM
Exxon Mobil Corp

Energy
318
+ 1.06%
$105.44 - $118.93 $33.5K - $37.8K
30.3K $3.61B
WSO
Watsco Inc

Industrials
117
+ 1.31%
$463.86 - $530.75 $54.3K - $62.1K
9.07K $4.61B
KNSL
Kinsale Capital Group, Inc.

Financial Services
691
+ 53.57%
$416.48 - $494.72 $288K - $342K
1.98K $964M
MAA
Mid America Apartment Communities Inc.

Real Estate
295
+ 1.31%
$146.9 - $170.92 $43.3K - $50.4K
22.8K $3.83B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
113
+ 3.19%
$442.66 - $534.52 $50K - $60.4K
3.66K $1.95B
HALO
Halozyme Therapeutics, Inc.

Healthcare
76
+ 0.37%
$47.74 - $65.16 $3.63K - $4.95K
20.5K $1.31B
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
249
+ 2.2%
$88.0 - $115.5 $21.9K - $28.8K
11.6K $1.32B
PM
Philip Morris International Inc.

Consumer Defensive
22
+ 0.32%
$117.15 - $158.79 $2.58K - $3.49K
6.98K $1.11B
CYBR
Cyber Ark Software Ltd.

Technology
734
+ 17.56%
$312.8 - $414.31 $230K - $304K
4.92K $1.66B
BA
Boeing CO

Industrials
1.7K
+ 37.17%
$148.15 - $186.25 $251K - $316K
6.26K $1.07B
SHEL
Shell PLC

Energy
2.66K
+ 48.05%
$62.84 - $73.29 $167K - $195K
8.19K $600M
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.93K
+ 61.73%
$56.12 - $68.15 $164K - $200K
7.68K $521M
ADP
Automatic Data Processing Inc

Industrials
119
+ 0.81%
$286.85 - $318.64 $34.1K - $37.9K
14.8K $4.54B
GLD
Spdr Gold Trust

ETFs
373
+ 14.63%
$243.19 - $288.14 $90.7K - $107K
2.92K $842M
MNST
Monster Beverage Corp

Consumer Defensive
2.91K
+ 36.16%
$46.16 - $58.58 $134K - $170K
11K $641M
PJT
Pjt Partners Inc.

Financial Services
1.93K
+ 69.93%
$135.97 - $177.59 $262K - $342K
4.69K $646M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.16K
+ 4.1%
$33.84 - $37.77 $73.1K - $81.6K
54.8K $2B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.84K
+ 48.68%
$95.85 - $99.25 $176K - $183K
5.62K $556M
CVX
Chevron Corp

Energy
757
+ 27.42%
$146.71 - $167.97 $111K - $127K
3.52K $588M
O
Realty Income Corp

Real Estate
247
+ 0.67%
$51.67 - $58.49 $12.8K - $14.4K
36.9K $2.14B
PEN
Penumbra Inc

Healthcare
288
+ 8.78%
$237.28 - $303.76 $68.3K - $87.5K
3.57K $955M
MKC
Mccormick & CO Inc

Consumer Defensive
68
+ 0.24%
$71.24 - $84.73 $4.84K - $5.76K
27.8K $2.29B
HGER
Harbor ETF Tr All Weather Infl
4.21K
+ 11.05%
$22.23 - $24.05 $93.5K - $101K
42.3K $1.02B
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
285
+ 81.9%
$634.14 - $744.83 $181K - $212K
633 $401M
QCOM
Qualcomm Inc

Technology
996
+ 4.54%
$151.94 - $175.86 $151K - $175K
22.9K $3.52B
ISRG
Intuitive Surgical Inc

Healthcare
302
+ 56.66%
$476.63 - $610.45 $144K - $184K
835 $414M
NVDA
Nvidia Corp

Technology
6.52K
+ 29.51%
$106.98 - $149.43 $698K - $974K
28.6K $3.1B
PBH
Prestige Consumer Healthcare Inc.

Healthcare
254
+ 2.2%
$73.82 - $89.02 $18.8K - $22.6K
11.8K $1.01B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.1K
+ 48.34%
$100.34 - $100.68 $110K - $110K
3.36K $338M
ADSK
Autodesk, Inc.

Technology
680
+ 32.96%
N/A
2.74K $718M
Activity Summary
Buys All Purchases 156 New Holdings 23 Increased Positions 133 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 0
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