Alliance Wealth Advisors, LLC /Ut Portfolio Holdings

Alliance Wealth Advisors, LLC /Ut

  • $341 Billion
  • Q2 2024

Alliance Wealth Advisors, LLC /Ut has filed its 13F form on August 02, 2024 for Q2 2024 where it was disclosed a total value porftolio of $341 Billion distributed in 226 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $14.8B, Jp Morgan ETF Tr Ultra Short I with a value of $13.1B, Ishares Barclays 1 3 Year Trea with a value of $12.3B, Microsoft Corp with a value of $12.1B, and Alphabet Inc. with a value of $7.78B.

Examining the 13F form we can see an increase of $5.33B in the current position value, from $335B to 341B.

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 $341 Billion
ETFs: $79.5 Billion
Technology: $62.4 Billion
Healthcare: $42 Billion
Consumer Cyclical: $32.6 Billion
Industrials: $28.5 Billion
Financial Services: $26.4 Billion
Communication Services: $18.8 Billion
Consumer Defensive: $17.1 Billion
Other: $25.3 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.82T
$14.8 Billion 4.34% of portfolio
76,518
Q2 2024 Reduced 8.35%
$3.17T
$12.1 Billion 3.55% of portfolio
27,072
Q2 2024 Added 2.52%
$1.03T
$7.78 Billion 2.28% of portfolio
42,401
Q2 2024 Added 2.18%
$438B
$5.48 Billion 1.61% of portfolio
20,865
Q2 2024 Added 2.97%
-
$5.29 Billion 1.55% of portfolio
-
Q2 2024 Added 11.1%
$169B
$4.88 Billion 1.43% of portfolio
6,197
Q2 2024 Added 0.65%
$447B
$4.47 Billion 1.31% of portfolio
10,138
Q2 2024 Added 2.48%
$262B
$4.3 Billion 1.26% of portfolio
16,719
Q2 2024 Added 2.3%
$307B
$4.3 Billion 1.26% of portfolio
30,097
Q2 2024 Added 5.33%
$241B
$4.03 Billion 1.18% of portfolio
7,280
Q2 2024 Added 2.69%
$64.9B
$4.03 Billion 1.18% of portfolio
20,741
Q2 2024 Added 2.71%
$113B
$3.99 Billion 1.17% of portfolio
50,685
Q2 2024 Added 2.85%
$261B
$3.94 Billion 1.16% of portfolio
7,087
Q2 2024 Added 1.23%
$15.7B
$3.87 Billion 1.14% of portfolio
8,348
Q2 2024 Added 2.91%
$311B
$3.79 Billion 1.11% of portfolio
5,616
Q2 2024 Reduced 37.44%
$193B
$3.74 Billion 1.1% of portfolio
18,799
Q2 2024 Added 4.05%
$376B
$3.58 Billion 1.05% of portfolio
10,407
Q2 2024 Added 3.81%
$208B
$3.55 Billion 1.04% of portfolio
11,704
Q2 2024 Reduced 1.86%
$194B
$3.52 Billion 1.03% of portfolio
33,879
Q2 2024 Added 3.18%
$110B
$3.37 Billion 0.99% of portfolio
14,132
Q2 2024 Added 3.33%
$24.9B
$3.33 Billion 0.98% of portfolio
24,975
Q2 2024 Added 3.02%
$478B
$3.22 Billion 0.95% of portfolio
27,983
Q2 2024 Added 4.02%
$38.7B
$3.1 Billion 0.91% of portfolio
38,029
Q2 2024 Added 2.73%
$543B
$3 Billion 0.88% of portfolio
5,891
Q2 2024 Added 3.66%
$292B
$2.95 Billion 0.87% of portfolio
23,826
Q2 2024 Added 2.46%
$17.7B
$2.96 Billion 0.87% of portfolio
20,771
Q2 2024 New
$210B
$2.89 Billion 0.85% of portfolio
11,321
Q2 2024 Added 5.33%
$86B
$2.82 Billion 0.83% of portfolio
16,244
Q2 2024 Added 1.55%
$347B
$2.84 Billion 0.83% of portfolio
16,556
Q2 2024 Added 2.86%
$172B
$2.84 Billion 0.83% of portfolio
68,823
Q2 2024 Added 4.57%
$177B
$2.8 Billion 0.82% of portfolio
14,393
Q2 2024 Added 3.88%
$28.6B
$2.68 Billion 0.79% of portfolio
34,212
Q2 2024 Added 4.55%
$14.6B
$2.52 Billion 0.74% of portfolio
9,634
Q2 2024 Added 3.28%
$29.1B
$2.5 Billion 0.73% of portfolio
13,594
Q2 2024 Added 3.31%
$25.7B
$2.44 Billion 0.72% of portfolio
18,923
Q2 2024 Added 2.19%
$176B
$2.46 Billion 0.72% of portfolio
14,233
Q2 2024 Added 0.7%
$60.6B
$2.42 Billion 0.71% of portfolio
9,361
Q2 2024 Reduced 0.09%
$89.1B
$2.41 Billion 0.71% of portfolio
36,555
Q2 2024 Added 589.46%
$999B
$2.15 Billion 0.63% of portfolio
11,786
Q2 2024 Added 3.31%
$48.7B
$2.1 Billion 0.62% of portfolio
15,179
Q2 2024 Added 3.96%
$105B
$2.1 Billion 0.62% of portfolio
27,819
Q2 2024 Added 2.16%
$38.3B
$2.02 Billion 0.59% of portfolio
4,488
Q2 2024 Added 1.26%
$93.7B
$1.87 Billion 0.55% of portfolio
27,304
Q2 2024 Added 3.14%
$3.64T
$1.85 Billion 0.54% of portfolio
8,787
Q2 2024 Added 1.07%
$19.6B
$1.81 Billion 0.53% of portfolio
25,495
Q2 2024 Added 3.66%
$37.4B
$1.8 Billion 0.53% of portfolio
34,035
Q2 2024 Added 5.2%
$173B
$1.75 Billion 0.52% of portfolio
17,476
Q2 2024 Added 3.02%
$45B
$1.69 Billion 0.5% of portfolio
3,505
Q2 2024 New
$7B
$1.66 Billion 0.49% of portfolio
8,802
Q2 2024 Added 2.94%

Summary

  • Portfolio
  • No. of Stocks 226
  • Current Value $341 Billion
  • Prior Value $335 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 02, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 17 stocks
  • Additional Purchases 143 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
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