Alliance Wealth Advisors, LLC /Ut Portfolio Holdings

Alliance Wealth Advisors, LLC /Ut

  • $416 Billion
  • Q2 2025

Alliance Wealth Advisors, LLC /Ut has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $416 Billion distributed in 270 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $27.1B, Microsoft Corp with a value of $11.6B, Amalgamated Financial Corp with a value of $10.2B, Oracle Corp with a value of $9.46B, and Ishares Barclays 1 3 Year Trea with a value of $7.62B.

Examining the 13F form we can see an increase of $33B in the current position value, from $383B to 416B.

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 $416 Billion
ETFs: $98.4 Billion
Technology: $83.5 Billion
Healthcare: $44.6 Billion
Financial Services: $39.5 Billion
Industrials: $35.1 Billion
Communication Services: $25 Billion
Consumer Cyclical: $21.1 Billion
Consumer Defensive: $19 Billion
Other: $30.8 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$22.1B
$762 Million 0.18% of portfolio
4,268
Q2 2025 Added 0.57%
$2.43B
$692 Million 0.17% of portfolio
15,827
Q2 2025 Added 2.29%
$194B
$719 Million 0.17% of portfolio
5,443
Q2 2025 Added 8.58%
$12.9B
$666 Million 0.16% of portfolio
2,286
Q2 2025 Added 4.43%
$9.7B
$651 Million 0.16% of portfolio
8,345
Q2 2025 Added 2.42%
$13.7B
$679 Million 0.16% of portfolio
3,276
Q2 2025 Added 2.12%
$118B
$625 Million 0.15% of portfolio
239
Q2 2025 Reduced 2.85%
$153B
$611 Million 0.15% of portfolio
1,124
Q2 2025 Added 34.61%
$1.13B
$638 Million 0.15% of portfolio
29,083
Q2 2025 Added 29.68%
$40.5B
$623 Million 0.15% of portfolio
8,223
Q2 2025 Added 0.01%
$16.5B
$621 Million 0.15% of portfolio
6,475
Q2 2025 Added 0.06%
$143B
$578 Million 0.14% of portfolio
5,382
Q2 2025 Reduced 1.23%
$13.1B
$570 Million 0.14% of portfolio
1,275
Q2 2025 Added 20.74%
$256B
$597 Million 0.14% of portfolio
8,481
Q2 2025 Added 3.59%
$13.4B
$599 Million 0.14% of portfolio
3,414
Q2 2025 Added 1.79%
$6.12B
$564 Million 0.14% of portfolio
4,441
Q2 2025 Added 1.69%
$118B
$555 Million 0.13% of portfolio
6,183
Q2 2025 Added 22.75%
$308B
$536 Million 0.13% of portfolio
3,740
Q2 2025 Added 6.31%
$4.4B
$532 Million 0.13% of portfolio
9,486
Q2 2025 Added 2.03%
$13.4B
$559 Million 0.13% of portfolio
6,933
Q2 2025 Added 1.51%
$2.59B
$521 Million 0.13% of portfolio
16,507
Q2 2025 Added 1.82%
$84.4B
$514 Million 0.12% of portfolio
7,620
Q2 2025 Reduced 0.77%
$906B
$515 Million 0.12% of portfolio
1,777
Q2 2025 Added 11.83%
$53B
$492 Million 0.12% of portfolio
2,857
Q2 2025 Added 55.36%
$61.4B
$497 Million 0.12% of portfolio
947
Q2 2025 Added 49.61%
$1.36T
$516 Million 0.12% of portfolio
2,278
Q2 2025 Reduced 15.75%
$5.78B
$513 Million 0.12% of portfolio
7,539
Q2 2025 Reduced 7.27%
$167B
$504 Million 0.12% of portfolio
5,528
Q2 2025 Added 4.09%
$20.7B
$511 Million 0.12% of portfolio
1,001
Q2 2025 Reduced 4.03%
$3.35B
$482 Million 0.12% of portfolio
17,246
Q2 2025 Added 18.78%
$99.3B
$496 Million 0.12% of portfolio
10,942
Q2 2025 Added 2.19%
$6.31B
$468 Million 0.11% of portfolio
3,766
Q2 2025 Added 2.48%
$4.56B
$439 Million 0.11% of portfolio
5,665
Q2 2025 Reduced 7.72%
$93B
$443 Million 0.11% of portfolio
1,608
Q2 2025 Added 2.55%
$94.2B
$459 Million 0.11% of portfolio
3,893
Q2 2025 Added 2.29%
$2.43B
$438 Million 0.11% of portfolio
10,807
Q2 2025 Reduced 4.75%
$406B
$458 Million 0.11% of portfolio
9,671
Q2 2025 Added 23.04%
$42.4B
$472 Million 0.11% of portfolio
11,227
Q2 2025 Added 44.03%
$30B
$457 Million 0.11% of portfolio
854
Q2 2025 Added 8.79%
$11.7B
$429 Million 0.1% of portfolio
4,775
Q2 2025 Added 30.93%
$1.71B
$435 Million 0.1% of portfolio
4,121
Q2 2025 Reduced 7.46%
$65.1B
$430 Million 0.1% of portfolio
5,605
Q2 2025 Reduced 3.63%
$133B
$427 Million 0.1% of portfolio
1,854
Q2 2025 Added 28.75%
$245B
$402 Million 0.1% of portfolio
1,261
Q2 2025 Added 10.13%
$61.3B
$397 Million 0.1% of portfolio
3,936
Q2 2025 Reduced 2.14%
$73.2B
$406 Million 0.1% of portfolio
8,966
Q2 2025 Added 3.55%
$265B
$425 Million 0.1% of portfolio
3,511
Q2 2025 Added 30.18%
$211B
$429 Million 0.1% of portfolio
14,826
Q2 2025 Added 4.26%
$5.65B
$374 Million 0.09% of portfolio
1,625
Q2 2025 Reduced 7.57%

Summary

  • Portfolio
  • No. of Stocks 270
  • Current Value $416 Billion
  • Prior Value $383 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 37 stocks
  • Additional Purchases 163 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 69 stocks
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