Alliance Wealth Advisors, LLC /Ut Portfolio Holdings

Alliance Wealth Advisors, LLC /Ut

  • $388 Billion
  • Q4 2024

Alliance Wealth Advisors, LLC /Ut has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $388 Billion distributed in 257 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 $13.9B, Amazon Com Inc with a value of $12.5B, Microsoft Corp with a value of $9.95B, Ishares Core S&P 500 ETF with a value of $7.09B, and Oracle Corp with a value of $7.11B.

Examining the 13F form we can see an increase of $7.21B in the current position value, from $380B to 388B.

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 $388 Billion
ETFs: $87.1 Billion
Technology: $76 Billion
Healthcare: $43.7 Billion
Financial Services: $36.4 Billion
Industrials: $34.8 Billion
Consumer Cyclical: $32 Billion
Communication Services: $22.6 Billion
Consumer Defensive: $19.8 Billion
Other: $30.3 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.65B
$1.88 Billion 0.49% of portfolio
122,388
Q4 2024 Added 0.42%
$797B
$1.89 Billion 0.49% of portfolio
4,670
Q4 2024 Added 144.5%
$4.69B
$1.69 Billion 0.44% of portfolio
9,179
Q4 2024 Added 3.09%
$7.24B
$1.61 Billion 0.42% of portfolio
14,674
Q4 2024 Added 33.81%
$12B
$1.61 Billion 0.42% of portfolio
4,793
Q4 2024 Added 1.94%
$12.2B
$1.58 Billion 0.41% of portfolio
4,462
Q4 2024 Added 3.48%
$687B
$1.61 Billion 0.41% of portfolio
3,547
Q4 2024 Added 3.68%
$13.1B
$1.57 Billion 0.4% of portfolio
7,652
Q4 2024 Reduced 7.54%
$158B
$1.51 Billion 0.39% of portfolio
26,636
Q4 2024 Added 0.83%
$12.6B
$1.48 Billion 0.38% of portfolio
3,490
Q4 2024 Reduced 20.61%
$32.3B
$1.42 Billion 0.37% of portfolio
2,929
Q4 2024 Reduced 33.43%
$1.17T
$1.45 Billion 0.37% of portfolio
2,481
Q4 2024 Added 157.9%
$14B
$1.39 Billion 0.36% of portfolio
4,181
Q4 2024 Added 6.9%
$17.2B
$1.3 Billion 0.33% of portfolio
7,056
Q4 2024 Added 3.48%
$32.3B
$1.26 Billion 0.33% of portfolio
17,596
Q4 2024 New
$304B
$1.23 Billion 0.32% of portfolio
5,002
Q4 2024 Added 0.66%
$257B
$1.11 Billion 0.29% of portfolio
12,323
Q4 2024 Reduced 3.84%
$5.79B
$1.03 Billion 0.27% of portfolio
19,438
Q4 2024 Added 437.7%
$16.2B
$1.01 Billion 0.26% of portfolio
11,309
Q4 2024 Added 6.0%
$8.55B
$978 Million 0.25% of portfolio
20,463
Q4 2024 Added 2.87%
$8.32B
$956 Million 0.25% of portfolio
14,033
Q4 2024 Added 3.44%
$9.69B
$952 Million 0.25% of portfolio
5,143
Q4 2024 Reduced 8.29%
$401B
$912 Million 0.24% of portfolio
5,438
Q4 2024 Added 32.47%
$267B
$916 Million 0.24% of portfolio
1,322
Q4 2024 Added 145.72%
$16.5B
$924 Million 0.24% of portfolio
1,924
Q4 2024 Added 13.44%
$236B
$947 Million 0.24% of portfolio
15,990
Q4 2024 Reduced 32.83%
$4.1B
$946 Million 0.24% of portfolio
5,613
Q4 2024 Added 3.68%
$6.21B
$924 Million 0.24% of portfolio
18,263
Q4 2024 Added 3.46%
$135B
$902 Million 0.23% of portfolio
10,100
Q4 2024 Reduced 32.6%
$9.49B
$908 Million 0.23% of portfolio
2,734
Q4 2024 Added 6.63%
$7.19B
$909 Million 0.23% of portfolio
19,144
Q4 2024 Added 6.16%
$4.09B
$900 Million 0.23% of portfolio
11,529
Q4 2024 Added 6.19%
$2.25B
$879 Million 0.23% of portfolio
15,060
Q4 2024 Added 7.01%
$6.06B
$835 Million 0.22% of portfolio
2,723
Q4 2024 Added 6.37%
$2.8B
$843 Million 0.22% of portfolio
6,717
Q4 2024 Added 6.67%
$17.7B
$852 Million 0.22% of portfolio
3,263
Q4 2024 Added 7.76%
$96B
$857 Million 0.22% of portfolio
9,391
Q4 2024 Added 26.14%
$244B
$838 Million 0.22% of portfolio
6,962
Q4 2024 Reduced 0.4%
$76.5B
$823 Million 0.21% of portfolio
3,123
Q4 2024 Added 0.9%
$94.9B
$807 Million 0.21% of portfolio
4,560
Q4 2024 Added 152.77%
$313B
$774 Million 0.2% of portfolio
12,435
Q4 2024 Added 1.19%
$10.2B
$779 Million 0.2% of portfolio
3,282
Q4 2024 Added 0.21%
$239B
$771 Million 0.2% of portfolio
10,972
Q4 2024 Reduced 1.87%
$202B
$757 Million 0.2% of portfolio
4,975
Q4 2024 Added 18.03%
$79.5B
$765 Million 0.2% of portfolio
2,130
Q4 2024 Reduced 1.39%
$4.47B
$779 Million 0.2% of portfolio
6,618
Q4 2024 Reduced 20.22%
$12.3B
$740 Million 0.19% of portfolio
2,171
Q4 2024 Reduced 22.3%
$8.8B
$719 Million 0.19% of portfolio
19,973
Q4 2024 Added 7.35%
$1.58B
$740 Million 0.19% of portfolio
3,026
Q4 2024 Reduced 7.12%

Summary

  • Portfolio
  • No. of Stocks 257
  • Current Value $388 Billion
  • Prior Value $380 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 37 stocks
  • Additional Purchases 124 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 95 stocks
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