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
$22.9B
$722 Million 0.19% of portfolio
4,149
Q4 2024 Added 8.08%
$6.13B
$705 Million 0.18% of portfolio
3,324
Q4 2024 New
$6.65B
$687 Million 0.18% of portfolio
4,551
Q4 2024 Added 8.38%
$96.2B
$692 Million 0.18% of portfolio
9,147
Q4 2024 Added 18.98%
$14.5B
$657 Million 0.17% of portfolio
6,628
Q4 2024 Reduced 21.68%
$7.91B
$659 Million 0.17% of portfolio
7,892
Q4 2024 New
$12.6B
$656 Million 0.17% of portfolio
6,350
Q4 2024 Added 0.57%
$7.02B
$653 Million 0.17% of portfolio
11,275
Q4 2024 Added 7.27%
$23.2B
$666 Million 0.17% of portfolio
3,241
Q4 2024 Added 6.82%
$39.1B
$629 Million 0.16% of portfolio
8,220
Q4 2024 Reduced 1.55%
$3.57B
$613 Million 0.16% of portfolio
15,728
Q4 2024 Added 6.78%
$273B
$603 Million 0.16% of portfolio
1,804
Q4 2024 New
$64.9B
$638 Million 0.16% of portfolio
2,810
Q4 2024 Added 1.22%
$8.06B
$607 Million 0.16% of portfolio
4,275
Q4 2024 Added 6.82%
$15.2B
$619 Million 0.16% of portfolio
3,309
Q4 2024 Reduced 26.4%
$53.1B
$610 Million 0.16% of portfolio
2,063
Q4 2024 Added 110.3%
$10.3B
$600 Million 0.15% of portfolio
1,290
Q4 2024 Added 10.07%
$5.14B
$538 Million 0.14% of portfolio
9,097
Q4 2024 Added 8.1%
$885B
$524 Million 0.14% of portfolio
2,655
Q4 2024 Added 21.68%
$7.66B
$530 Million 0.14% of portfolio
8,267
Q4 2024 Reduced 44.12%
$4.49B
$532 Million 0.14% of portfolio
6,277
Q4 2024 Reduced 3.8%
$7.6B
$516 Million 0.13% of portfolio
3,586
Q4 2024 Added 5.88%
$118B
$520 Million 0.13% of portfolio
5,245
Q4 2024 Added 31.62%
$2.04B
$507 Million 0.13% of portfolio
14,107
Q4 2024 Added 6.24%
$194B
$502 Million 0.13% of portfolio
22,056
Q4 2024 Reduced 1.01%
$3.21B
$501 Million 0.13% of portfolio
14,925
Q4 2024 Reduced 1.17%
$2.47B
$490 Million 0.13% of portfolio
4,569
Q4 2024 Reduced 2.08%
$14.9B
$450 Million 0.12% of portfolio
2,144
Q4 2024 Reduced 47.8%
$86.4B
$472 Million 0.12% of portfolio
11,126
Q4 2024 Reduced 0.21%
$6.06B
$471 Million 0.12% of portfolio
5,103
Q4 2024 New
$109B
$434 Million 0.11% of portfolio
6,790
Q4 2024 Added 0.1%
$12.6B
$433 Million 0.11% of portfolio
7,540
Q4 2024 Reduced 4.7%
$2.56B
$438 Million 0.11% of portfolio
10,671
Q4 2024 New
$91.2B
$437 Million 0.11% of portfolio
4,052
Q4 2024 Added 2.25%
$22.5B
$432 Million 0.11% of portfolio
930
Q4 2024 Reduced 60.26%
$63.9B
$430 Million 0.11% of portfolio
3,383
Q4 2024 Added 2.61%
$29.4B
$423 Million 0.11% of portfolio
8,042
Q4 2024 New
$97.9B
$439 Million 0.11% of portfolio
258
Q4 2024 Added 6.17%
$1.57B
$429 Million 0.11% of portfolio
4,718
Q4 2024 Reduced 2.28%
$44.2B
$416 Million 0.11% of portfolio
5,317
Q4 2024 Added 2.07%
$3.54B
$435 Million 0.11% of portfolio
2,757
Q4 2024 New
$14.2B
$441 Million 0.11% of portfolio
1,113
Q4 2024 Reduced 13.25%
$16.7B
$395 Million 0.1% of portfolio
1,205
Q4 2024 Reduced 0.17%
$88B
$378 Million 0.1% of portfolio
2,994
Q4 2024 Reduced 3.73%
$17.2B
$381 Million 0.1% of portfolio
840
Q4 2024 Reduced 5.72%
$3.21B
$401 Million 0.1% of portfolio
1,975
Q4 2024 Reduced 25.08%
$128B
$377 Million 0.1% of portfolio
935
Q4 2024 New
$94.3B
$390 Million 0.1% of portfolio
1,680
Q4 2024 Added 1.69%
$63B
$388 Million 0.1% of portfolio
8,116
Q4 2024 Reduced 12.82%

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
Track This Portfolio

Track Alliance Wealth Advisors, LLC /Ut Portfolio

Follow Alliance Wealth Advisors, LLC /Ut and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Alliance Wealth Advisors, LLC /Ut, based on Form 13F filings with the SEC.

News

Stay updated on Alliance Wealth Advisors, LLC /Ut with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email