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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$637B
$1.95 Billion 0.51% of portfolio
3,660
Q1 2025 Added 3.19%
$289B
$1.87 Billion 0.49% of portfolio
3,579
Q1 2025 Reduced 8.7%
$156B
$1.84 Billion 0.48% of portfolio
26,553
Q1 2025 Reduced 14.36%
$8.19B
$1.7 Billion 0.44% of portfolio
14,617
Q1 2025 Reduced 0.39%
$408B
$1.68 Billion 0.44% of portfolio
10,151
Q1 2025 Added 32.07%
$16.2B
$1.66 Billion 0.43% of portfolio
4,915
Q1 2025 Added 17.56%
$996B
$1.6 Billion 0.42% of portfolio
6,171
Q1 2025 Added 32.14%
$14B
$1.53 Billion 0.4% of portfolio
6,987
Q1 2025 Reduced 8.69%
$214B
$1.54 Billion 0.4% of portfolio
11,596
Q1 2025 Reduced 38.25%
$156B
$1.5 Billion 0.39% of portfolio
25,171
Q1 2025 Reduced 5.5%
$13.2B
$1.45 Billion 0.38% of portfolio
4,819
Q1 2025 Added 0.54%
$14.8B
$1.42 Billion 0.37% of portfolio
122,088
Q1 2025 Reduced 0.25%
$18.7B
$1.43 Billion 0.37% of portfolio
4,505
Q1 2025 Added 0.96%
$14.8B
$1.32 Billion 0.34% of portfolio
11,558
Q1 2025 Added 2.2%
$7.52B
$1.31 Billion 0.34% of portfolio
20,539
Q1 2025 Added 0.37%
$33.4B
$1.28 Billion 0.33% of portfolio
16,198
Q1 2025 Reduced 7.94%
$19.3B
$1.17 Billion 0.31% of portfolio
3,641
Q1 2025 Added 4.33%
$277B
$1.11 Billion 0.29% of portfolio
6,984
Q1 2025 Added 0.32%
$31.7B
$1.09 Billion 0.29% of portfolio
2,609
Q1 2025 Reduced 10.93%
$129B
$1.07 Billion 0.28% of portfolio
6,255
Q1 2025 Added 37.17%
$6.06B
$1.05 Billion 0.27% of portfolio
19,041
Q1 2025 Reduced 2.04%
$381B
$986 Million 0.26% of portfolio
5,784
Q1 2025 Added 6.36%
$3.98B
$1.01 Billion 0.26% of portfolio
11,783
Q1 2025 Added 2.2%
$9.51B
$955 Million 0.25% of portfolio
3,570
Q1 2025 Added 8.78%
$8.27B
$959 Million 0.25% of portfolio
19,611
Q1 2025 Added 2.44%
$10.9B
$964 Million 0.25% of portfolio
1,981
Q1 2025 Added 53.57%
$285B
$892 Million 0.23% of portfolio
14,459
Q1 2025 Reduced 9.57%
$20.7B
$871 Million 0.23% of portfolio
5,624
Q1 2025 Reduced 20.29%
$316B
$890 Million 0.23% of portfolio
1,343
Q1 2025 Added 1.59%
$20.9B
$876 Million 0.23% of portfolio
3,337
Q1 2025 Added 2.27%
$80.9B
$868 Million 0.23% of portfolio
3,185
Q1 2025 Added 1.99%
$10.2B
$817 Million 0.21% of portfolio
20,449
Q1 2025 Added 2.38%
$355B
$824 Million 0.21% of portfolio
3,069
Q1 2025 Reduced 38.64%
$7.29B
$779 Million 0.2% of portfolio
2,731
Q1 2025 Added 0.29%
$187B
$752 Million 0.2% of portfolio
5,013
Q1 2025 Added 0.76%
$23.8B
$749 Million 0.2% of portfolio
3,305
Q1 2025 Added 1.97%
$118B
$763 Million 0.2% of portfolio
1,573
Q1 2025 Added 68.24%
$309B
$742 Million 0.19% of portfolio
10,358
Q1 2025 Reduced 16.7%
$7.82B
$740 Million 0.19% of portfolio
4,689
Q1 2025 Added 3.03%
$53.1B
$718 Million 0.19% of portfolio
2,743
Q1 2025 Added 32.96%
$10B
$745 Million 0.19% of portfolio
2,445
Q1 2025 Reduced 10.57%
$12.5B
$744 Million 0.19% of portfolio
14,192
Q1 2025 Added 1.13%
$2.75B
$709 Million 0.19% of portfolio
15,472
Q1 2025 Added 2.74%
$272B
$680 Million 0.18% of portfolio
2,532
Q1 2025 Added 40.35%
$24.6B
$680 Million 0.18% of portfolio
4,244
Q1 2025 Added 2.29%
$12B
$697 Million 0.18% of portfolio
2,189
Q1 2025 Added 0.83%
$6.64B
$658 Million 0.17% of portfolio
10,487
Q1 2025 Added 56.13%
$6.74B
$670 Million 0.17% of portfolio
5,919
Q1 2025 Added 5.45%
$4B
$646 Million 0.17% of portfolio
4,685
Q1 2025 Added 69.93%

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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