Alliance Wealth Advisors, LLC /Ut Incresed Positions in Q2 2025

Alliance Wealth Advisors, LLC /Ut

  • $416 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.86K
+ 5.88%
$45.11 - $52.34 $83.7K - $97.1K
33.4K $1.75B
VMI
Valmont Industries Inc

Industrials
61
+ 2.23%
$263.86 - $333.86 $16.1K - $20.4K
2.79K $912M
UFPT
Ufp Technologies Inc

Healthcare
5
+ 0.16%
$186.83 - $253.3 $934 - $1.27K
3.09K $755M
BAC
Bank Of America Corp

Financial Services
1.81K
+ 23.04%
$34.39 - $47.46 $62.3K - $86K
9.67K $458M
GLD
Spdr Gold Trust

ETFs
252
+ 8.62%
$273.71 - $316.29 $69K - $79.7K
3.17K $968M
JPM
Jpmorgan Chase & CO

Financial Services
188
+ 11.83%
$210.28 - $289.91 $39.5K - $54.5K
1.78K $515M
HD
Home Depot, Inc.

Consumer Cyclical
334
+ 3.08%
$335.24 - $380.78 $112K - $127K
11.2K $4.1B
NVS
Novartis Ag

Healthcare
814
+ 30.18%
$101.96 - $121.01 $83K - $98.5K
3.51K $425M
PTC
Ptc Inc.

Technology
97
+ 1.72%
$136.74 - $173.24 $13.3K - $16.8K
5.72K $986M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.71K
+ 9.13%
$35.35 - $42.68 $60.4K - $72.9K
20.4K $870M
PYPL
Pay Pal Holdings, Inc.

Financial Services
931
+ 30.33%
$57.41 - $74.81 $53.4K - $69.6K
4K $297M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
314
+ 49.61%
$483.07 - $625.6 $152K - $196K
947 $497M
AXP
American Express CO

Financial Services
116
+ 10.13%
$231.39 - $318.98 $26.8K - $37K
1.26K $402M
CVLT
Commvault Systems Inc

Technology
86
+ 1.83%
$139.35 - $190.99 $12K - $16.4K
4.78K $832M
FDS
Factset Research Systems Inc

Financial Services
219
+ 20.74%
$398.85 - $473.32 $87.3K - $104K
1.28K $570M
Brookfield Corp
348
+ 4.79%
N/A
7.61K $471M
SCHW
Schwab Charles Corp

Financial Services
217
+ 4.09%
$69.06 - $91.24 $15K - $19.8K
5.53K $504M
Maplebear Inc
232
+ 1.62%
N/A
14.6K $659M
OXY
Occidental Petroleum Corp

Energy
3.43K
+ 44.03%
$36.11 - $49.33 $124K - $169K
11.2K $472M
UNP
Union Pacific Corp

Industrials
414
+ 28.75%
$208.27 - $238.46 $86.2K - $98.7K
1.85K $427M
MPWR
Monolithic Power Systems Inc

Technology
20
+ 4.29%
$455.19 - $737.73 $9.1K - $14.8K
486 $355M
NCNO
N Cino, Inc.

Technology
2.73K
+ 18.78%
$21.45 - $28.12 $58.5K - $76.7K
17.2K $482M
CDW
Cdw Corp

Technology
24
+ 0.57%
$144.49 - $190.68 $3.47K - $4.58K
4.27K $762M
NU
Nu Holdings Ltd.

Financial Services
1.31K
+ 7.59%
$9.6 - $13.72 $12.6K - $18K
18.6K $255M
EXPD
Expeditors International Of Washington Inc

Industrials
786
+ 32.11%
$102.84 - $122.24 $80.8K - $96.1K
3.23K $369M
YUM
Yum Brands Inc

Consumer Cyclical
595
+ 35.44%
$138.36 - $161.45 $82.3K - $96.1K
2.27K $337M
LECO
Lincoln Electric Holdings Inc

Industrials
68
+ 2.12%
$167.18 - $211.38 $11.4K - $14.4K
3.28K $679M
BDX
Becton Dickinson & CO

Healthcare
1.02K
+ 55.36%
$165.15 - $226.42 $168K - $230K
2.86K $492M
COST
Costco Wholesale Corp

Consumer Defensive
59
+ 25.11%
$908.13 - $1056.85 $53.6K - $62.4K
294 $291M
ADBE
Adobe Inc.

Technology
107
+ 1.35%
$340.0 - $420.68 $36.4K - $45K
8.06K $3.12B
GD
General Dynamics Corp

Industrials
5
+ 0.16%
$247.68 - $291.66 $1.24K - $1.46K
3.19K $931M
CSGP
Costar Group, Inc.

Real Estate
529
+ 3.27%
$72.62 - $83.22 $38.4K - $44K
16.7K $1.34B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
2.59K
+ 4.18%
$22.54 - $23.17 $58.3K - $59.9K
64.5K $1.48B
VCIT
Vanguard Intermediate Term Cor

ETFs
509
+ 4.11%
$79.56 - $82.92 $40.5K - $42.2K
12.9K $1.07B
DFH
Dream Finders Homes, Inc.

Consumer Cyclical
1.04K
+ 8.78%
$20.4 - $25.29 $21.2K - $26.3K
12.9K $324M
STE
Steris PLC

Healthcare
41
+ 1.24%
$208.55 - $252.55 $8.55K - $10.4K
3.35K $804M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
383
+ 4.67%
$50.39 - $60.05 $19.3K - $23K
8.58K $515M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
2.15K
+ 4.28%
$21.55 - $22.2 $46.4K - $47.8K
52.4K $1.16B
UL
Unilever PLC

Consumer Defensive
128
+ 0.51%
$57.9 - $65.43 $7.41K - $8.38K
25.3K $1.55B
Rbb Fd Inc
1.07K
+ 5.48%
N/A
20.6K $1.03B
LMT
Lockheed Martin Corp

Industrials
76
+ 12.65%
$430.82 - $486.45 $32.7K - $37K
677 $314M
RVLV
Revolve Group, Inc.

Consumer Cyclical
2.99K
+ 28.85%
$17.07 - $22.57 $51K - $67.5K
13.4K $268M
GILD
Gilead Sciences, Inc.

Healthcare
705
+ 2.46%
$96.91 - $113.0 $68.3K - $79.7K
29.4K $3.26B
KO
Coca Cola CO

Consumer Defensive
741
+ 7.15%
$68.37 - $73.9 $50.7K - $54.8K
11.1K $785M
USB
Us Bancorp \De\

Financial Services
307
+ 3.55%
$36.4 - $45.76 $11.2K - $14K
8.97K $406M
HLI
Houlihan Lokey, Inc.

Financial Services
4
+ 0.19%
$141.59 - $182.75 $566 - $731
2.08K $374M
CWAN
Clearwater Analytics Holdings, Inc.

Technology
6.66K
+ 29.68%
$21.27 - $26.73 $142K - $178K
29.1K $638M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
602
+ 4.35%
$40.82 - $43.14 $24.6K - $26K
14.4K $623M
MEDP
Medpace Holdings, Inc.

Healthcare
37
+ 1.51%
$277.23 - $315.28 $10.3K - $11.7K
2.48K $779M
Activity Summary
Buys All Purchases 200 New Holdings 37 Increased Positions 163 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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