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
$96.2B
$652 Million 0.17% of portfolio
10,275
Q1 2025 Added 12.33%
$12.1B
$663 Million 0.17% of portfolio
6,471
Q1 2025 Added 1.91%
$12B
$646 Million 0.17% of portfolio
2,081
Q1 2025 New
$33.2B
$641 Million 0.17% of portfolio
10,950
Q1 2025 Added 36.16%
$7.1B
$656 Million 0.17% of portfolio
3,450
Q1 2025 Added 3.79%
$267B
$638 Million 0.17% of portfolio
7,266
Q1 2025 Reduced 41.04%
$317B
$644 Million 0.17% of portfolio
8,969
Q1 2025 Reduced 18.26%
$14.9B
$597 Million 0.16% of portfolio
3,354
Q1 2025 Added 1.36%
$1.28B
$601 Million 0.16% of portfolio
22,426
Q1 2025 New
$12.9B
$598 Million 0.16% of portfolio
6,830
Q1 2025 Added 3.05%
$257B
$600 Million 0.16% of portfolio
8,187
Q1 2025 Added 48.05%
$7.28B
$620 Million 0.16% of portfolio
11,970
Q1 2025 New
$9.27B
$626 Million 0.16% of portfolio
8,148
Q1 2025 Added 3.24%
$1.91B
$623 Million 0.16% of portfolio
3,088
Q1 2025 Added 2.05%
$7.46B
$601 Million 0.16% of portfolio
8,130
Q1 2025 Reduced 1.66%
$12.5B
$607 Million 0.16% of portfolio
3,208
Q1 2025 Added 1.71%
$290B
$588 Million 0.15% of portfolio
3,518
Q1 2025 Added 27.42%
$3.17B
$559 Million 0.15% of portfolio
16,212
Q1 2025 Added 3.08%
$7.34B
$580 Million 0.15% of portfolio
4,367
Q1 2025 Added 2.15%
$4.32B
$588 Million 0.15% of portfolio
9,297
Q1 2025 Added 2.2%
$94.6B
$521 Million 0.14% of portfolio
7,679
Q1 2025 Added 61.73%
$2.21B
$526 Million 0.14% of portfolio
4,453
Q1 2025 Reduced 2.54%
$119B
$529 Million 0.14% of portfolio
5,037
Q1 2025 Reduced 3.97%
$149B
$550 Million 0.14% of portfolio
5,449
Q1 2025 Reduced 46.05%
$4.5B
$507 Million 0.13% of portfolio
6,139
Q1 2025 Reduced 2.2%
$127B
$480 Million 0.13% of portfolio
246
Q1 2025 Reduced 4.65%
$17.1B
$480 Million 0.13% of portfolio
1,056
Q1 2025 Reduced 45.11%
$2.25B
$509 Million 0.13% of portfolio
11,346
Q1 2025 Added 6.33%
$19.3B
$453 Million 0.12% of portfolio
1,043
Q1 2025 Reduced 6.29%
$7.07B
$468 Million 0.12% of portfolio
3,675
Q1 2025 Added 2.48%
$1.22T
$449 Million 0.12% of portfolio
2,704
Q1 2025 Added 1.85%
$90.3B
$464 Million 0.12% of portfolio
3,806
Q1 2025 Reduced 6.07%
$30.7B
$463 Million 0.12% of portfolio
3,724
Q1 2025 Reduced 5.6%
$76B
$442 Million 0.12% of portfolio
4,022
Q1 2025 Added 34.34%
$90.6B
$474 Million 0.12% of portfolio
10,708
Q1 2025 Reduced 3.76%
$50.2B
$421 Million 0.11% of portfolio
1,839
Q1 2025 Reduced 34.56%
$192B
$414 Million 0.11% of portfolio
835
Q1 2025 Added 56.66%
$54.6B
$436 Million 0.11% of portfolio
4,018
Q1 2025 Reduced 24.43%
$166B
$416 Million 0.11% of portfolio
5,311
Q1 2025 New
$99.5B
$416 Million 0.11% of portfolio
1,568
Q1 2025 Reduced 6.67%
$24.3B
$437 Million 0.11% of portfolio
878
Q1 2025 Reduced 5.59%
$1.84B
$426 Million 0.11% of portfolio
14,528
Q1 2025 Added 2.98%
$202B
$402 Million 0.1% of portfolio
14,220
Q1 2025 Reduced 35.53%
$71.2B
$366 Million 0.1% of portfolio
8,659
Q1 2025 Added 6.69%
$0
$371 Million 0.1% of portfolio
15,410
Q4 2024 Reduced 0.32%
$4.75B
$387 Million 0.1% of portfolio
1,758
Q1 2025 New
$33B
$389 Million 0.1% of portfolio
1,152
Q1 2025 Added 20.63%
$11.7B
$401 Million 0.1% of portfolio
7,087
Q1 2025 Reduced 6.01%
$58.7B
$401 Million 0.1% of portfolio
633
Q1 2025 Added 81.9%

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
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